Trade

Optimised solutions for your trade business.

If you’re an Importer/Exporter or Bulk Trader, this system will make your life easier and boost ease of doing business.

We offer two version of this product – AutoManage Trade Premium and AutoManage Trade Lite.

Why choose AutoManage Trade?

Smart Data Management

Inventory & Stock Management

Create your own Stock Categories and Sub-categories for an organised stock sheet
Stock visibility while quoting – no need for separate stock checks
Track the movement of each product - from purchase to customer invoice
Alerts for minimum and maximum quantity levels

Powerful Business Insights

Customer Order Report – Track all orders with status updates, including quantities ordered and invoiced, order value, outstanding value, and available stock
Stock gains and losses are automatically reflected in your Profit & Loss statement
VAT Report – Instantly view how much VAT is due to SARS at any point in time

Customised for Your Business

Create custom discount structures
Reserve products on customer orders
Stock Report is divided into Work in Progress and stock ensuring all products purchases are accounted for
Detailed customer orders - select delivery address, delivery option, add comments on orders and addition info to each line item
Invoice available stock, automatically adding remaining items to backorder

AutoManage Trade Premium: Features & Benefits

Hosted in the cloud – no backups necessary
Fast order creation and processing
View full customer order history
Print picking slips for dispatch
Inventory history tracking
Partial invoicing for ready stock with backorder management
Filtered views of orders by product
Reserve stock per order
Purchase order creation and management
Sales and GP tracking per teleseller or rep
Alerts for minimum stock levels
Customisable stock categories and sub-categories
Bulk statement emails
Edit incorrect stock captured
In-depth reporting for business decisions
Full support via WhatsApp, AnyDesk, phone, chat, and email
Full accounting module, including General Ledger, Income Statements, and Trial Balance reporting
Batch credit card payment functionality for simplified reconciliations
Ability to copy expense transactions into the next month’s cashbook for time-saving continuity
Comprehensive Supplier and Debtor Age Analysis
Bulk email functionality for sending customer statements efficiently
Quick correction tools for stock entry errors
Extensive reporting across all business functions
Wide selection of graphical Key Performance Indicators (KPIs) for real-time business insights

AutoManage Trade Lite: Features & Benefits

The Lite version includes everything in Premium except for expense capturing, bank reconciliation, income statement, and trial balance features, and excludes access to KPI reporting.

Hosted in the cloud – no backups necessary
Fast order creation and processing
View full customer order history
Print picking slips for dispatch
Inventory history tracking
Partial invoicing for ready stock with backorder management
Filtered views of orders by product
Reserve stock per order
Purchase order creation and management
Sales and GP tracking per teleseller or rep
Alerts for minimum stock levels
Customisable stock categories and sub-categories
Bulk statement emails
Edit incorrect stock captures
Supplier and debtor age analysis
In-depth reporting for business decisions
Full support via WhatsApp, AnyDesk, phone, chat, and email

What our clients have to say

“AutoManage has dramatically decreased our administrative workflow. It is extremely user friendly and so easy to learn.”

Chantelle Lombard

Durbanville Auto

“I would highly recommend an AutoManage system. It is user-friendly, easy to adapt to and will allow your business to do everything on one system.”

Tenise Naidoo

Empire AutoTek

“AutoManage has had a profound impact on my life, not only in terms of my comprehension as a business owner but also by enabling us to offer our customers complete transparency in the quoting process.”

Rene Mitchell

Kohler Motors Group