Industries · Trading
You buy and sell the same goods, often against a specific back-to-back position, and the difference between a good and a bad deal is a few percent decided at the moment of commitment.
The operation
A trader buys and sells the same goods, often against a specific back-to-back position, and the difference between a good and a bad deal is a few percent decided at the moment of commitment. If buy and sell live in separate places, the margin on a position is unknown until someone reconciles it later.
AlpineERP links the two sides on the same thread, so the margin on a position is one current number at any moment. Transaction, company and reporting currency are held separately with revaluation posted properly. Counterparty exposure (the total position across purchases, sales, advances and receivables) is on one screen, and the paperwork a shipment needs runs as workflow states with owners rather than attachments in an inbox.
What matters here
Purchase and sale linked on the same thread so the margin on a position is one number, current, at any moment.
Transaction, company and reporting currency held separately, with revaluation and realised gains posted properly.
Total position with a party across purchases, sales, advances and receivables, on one screen.
The paperwork a shipment needs, tracked as workflow states with owners, rather than as attachments in an inbox.
What usually goes wrong
Try building it
Describe the rule you would add and Alpine builds the fields, workflow and permissions for it.
Questions
Purchase and sale are linked on the same thread with costs attached, so the margin on a position is one live number that moves as the deal does.
Transaction, company and reporting currency are held separately, with revaluation and realised gains posted to the ledger on a schedule you set.
Yes. The documents a shipment needs run as workflow states with owners and deadlines, so nothing is chased by email at the last minute.
