Roadmap ERP is providing ERP Software for Tradinng and Distribution Industry for the SME. Register for the free Demo

1. About Roadmap It Solutions Pvt. Ltd.ABOUT ROADMAP IT SOLUTIONS
Roadmap IT Solutions (P) Ltd marked its presence in the business of ERP in the year 2004. Headquartered in the
scenic town of Puducherry, India, Roadmap's presence sprawls across the states of India and has penetrated
geographical borders to infiltrate the markets of Saudi Arabia (KSA), South Africa, Europe, and still counting.
The company is providing high-quality ERP solutions to its customers belonging to a range of manufacturing/ Trading
and service Industries. The Oracle Gold Partner edge has privileged the indigenously modeled Roadmap ERP to be
technologically sculpted on the multi-tiered Oracle platform. The ISO 9001:2015 & ISO 27001:2013 certification has
boosted Roadmap's market presence as an authentic and highly- professional business entity. The business leaders
spearheading the relentless progress of the Company are adorned with 30+ years of impeccable experience in
diverse business domains, and work in tandem to harmoniously sharpen the ERP product to suit any industry variant
at all times and in any location.
Cushioned by the luxury of being crafted and supported by 450+ proficient IT prodigies, Roadmap ERP prides over
its 280+ On-Premise and On-Cloud implementations across 50+ industry types. The entirety of Roadmap ERP's
digital prowess is fashioned to optimize the profitability, and enhance the performance efficiency, accuracy, and
agility of businesses in the most affordable manner possible.
ERP FOR TRADING COMPANIES
Roadmap IT Solutions pioneers in providing ERP Software for Trading Business to digitize its workflow and to empow-
er it to attain global progress
Our Business Process developers' expertise in understanding the complexities and unique challenges involved in the
Trading workflow enables us to constantly enhance our ERP software's functionality to efficiently streamline the
business processes of Trading. Roadmap ERP software for Trading is packed with best practices and world-class
capabilities yet with ease of use even for smaller and mid-sized companies.
The major areas of focus for the success of trading companies are pricing, customer service, and establishing a strong
business presence. Roadmap ERP designed for Trading businesses helps its users to effortlessly handle all the
necessities of the industry's focus areas through its integrated solutions, robust Marketing and Customer Support
modules, and multi-tiered technological platform
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ROADMAP ERP
for TRADING INDUSTRY
-a Casestudy

2. Such industry-specific attributes of our ERP and other general
features like Scheduling & Capacity Planning enhances
Production capabilities complemented by the uninterrupted
supply of materials and resources, to deliver the desired quality
Products. The clear Visibility into the workflow enables informed
real-time monitoring of WIP and helps to control lead times and
meet all requisites as per schedule.
Roadmap with the flexible and robust ERP covers all the
departments of an organization and their functions like -
Financials, Sales & Distribution, Forecasting, Planning, Quality
Control, Cost Management, CRM, HR & Payroll, Materials and
supporting modules like Product Development, Project & Asset
Management and Fleet/Logistics Management etc.
Solution facilitates to create multiple legal entities, business process, multiple warehouses at different locations.
Offers insights into customer buying trends and helps to develop competitive pricing strategies.
Facilitates to keep track of business by tracking past sales, identifying delays, invoicing, and daily sales
outstanding.
Effortlessly manage sales promotions by tracking campaigns during on and off season and to strategize discount
deals, price deals, and perform free items deals.
Track invoices and sales orders, process commissions and payouts.
System enables to easily calculate and compare price benefits, manage payments, or track shipments.
Manage commitments and build lasting vendor relationships with automated purchasing and approval processes.
SALIENT FEATURES FOR TRADING DOMAIN
Enhance relationships with supply chain partners to
deliver the best in customer service - warehousing,
logistics and distribution.
Helps to deal with a full range of inventory issues, including
outgoing orders, incoming stock, returns, backorders, surplus
inventory, and dead stock.
Automate the sales process to improve customer service,
control fulfillment and invoicing, and minimize shipping and
labor costs.
Empowers to manage the leads and keep tabs on demand
data, perform periodic opportunity review, analyze
competition and redesign sales pitch for enhancing revenues.
Helps to easily coalesce different sales data and manage
workflows.
Assist in ascertaining stock availability, tracking consumption
pattern, identifying performing and non- performing stocks,
strategizing seasonal stocking, etc.
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3. Internet powered Mobile
Approvals facilitate quick
and uninterrupted business
functionality at anytime
from anywhere and on any
The system's ingenuity to
furnish the ESS portal on
mobile phones is digital boon
to the HR department as
most of the data entry is
shared with the concerned
employees themselves.
Storage of all data in a common repository eradicates all possibilities for data misinterpretations and communica-
tion gaps, and enhances the ability of business stakeholders to make successful, quick, and accurate business deci-
sions.
High Scalability, resource pooling, and resource elasticity offers high level strategic flexibility and competitiveness to
take-on business rivals of any size.
MIS Dashboards on mobile devices
project the real-time business
status to the concerned stakehold-
ers through easily understandable
graphical representations.
The mobile functionality of the CRM
module helps to verify and assess
the correctness of the Marketing
personnel's reports and perfor-
mance. The entire after sales
Customer Support can be handled
using mobile device.
WHY
choose
Roadmap
Roadmap is an all-time end to end one point ERP solution best for
Trading Industries across all geographical borders
Our world class full-suite ERP is priced best in its class, and such best
price comes through a clear-cut Techno Commercial Offer, which
bears no hidden/hyped costs
Our Business Process Re-engineering approach seamlessly aligns the
software with any business process and its infrastructure
Roadmap's user-friendly interface requires only a short learning curve,
and even entry level staff can easily operate the system from within
their scope
Roadmap's post-implementation support is delivered from
state-of-the-art facilities by trained IT professionals with industry-
specific experience
MOBILE ENABLED FEATURES
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UNIQUE FEATURES
DASHBOARD

4. UNIQUE FEATURES
Roadmap full-suite ERP's Inventory Control module helps businesses to continuously monitor the flow of items in
and out of Inventory and keep stock costs under control.
Transportation Module is built to achieve optimum productivity of the Transportation facility by harvesting
complete yield out of its utility.
The system automates the audit of Freight Invoice against the Original Contract for Transportation and leaves
no room for error, thereby avoiding waste of time on manual data entry and subsequent rectification of errors.
The Roadmap's HR and Payroll module furnishes the scope to closely monitor and maintain a Skill Matrix for
each employee thereby empowering the management to flawlessly assess the Performance Appraisal
Barcode/QR code integration automates hassle free and error free Gate Entry, and also furnishes real-time
date-wise Stock Level reporting
Roadmap's Supplier Portal eases entrepreneurs to,
i. Track of RFQs and facilitates to do the price updations
ii. Track Pending Pos
iii. Easily converts & creates ASN
iv. Generate the A/Cs statement, Pending receivables from Organizations etc.
Roadmap's Customer Portal assists the customers to,
i. Easily place enquiries online
ii. Get updated on the prices
iii. Effortlessly place orders
iv. Make customer schedules
v. Track the order's production status
vi. Generate aging as well as A/C s statement
ESS Portal reduces the voluminous data entry work of HRD by empowering employees to maintain their informa-
tion like updating leave, attendance, on duty status, permission, contact details, etc.
The ERP’s faculty to be configured to raise Notifications when and where required to all concerned stakeholders
helps the prompt execution of all business processes in a fool-proof manner.
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5. Customer
Supplier
Receives RFQ and Sends
Quote
Request for Price Revision
Prepare Packing List, DC,
Invoice, for the Sales Order
Purchase
Department
Request Quote for the Item
Register Supplier quote and
compare the quote & place
the Rate contract.
Send Order Amendment after
approval
Planning
Department
Releases the
Purchase Request
Stores/ FG
Prepare GRN
Forward GRN
to Quality
Receives Accepted/ Rejected
Goods
Quality Control/
Auditing
Receives Material
along with the
inspection Request
Prepares Inspection Doc.
Enters Accepted/Rejected
Qty & forward to originator
Accounts
Payable
Register Supplier Bill, deducts
applicable TDS/ESI
Prepares Debit Memo/
Invoice for Rejection/ Excess
Qty other deviation
Cash
Management
Payables
 Advance Payment Request against PO
 Pending Payable Due
 Payment for Expenses
 Statutory Due Payment
 Processed Payroll
Prepare Bank/ Cash
Payment Voucher
Prepare Cheque/
RTGS Payment
Send Payment advice
along with cheque/
RTGS details
Receivable
Department
Receives Invoice for the
Customer
Register Debit Memo/ Invoice
from the Customer for the
Sales Return
Prepares Bank/ Cash Receipt
Voucher
Send the Receipt to the
Customer
Receives Material DC &
Invoice
Sends Payment
Sends Material, DC
and Invoice
Receives PO
Marketing
If
Quote
accepted
Register Sales
Order
Purchase Request
With/Without SO
Reference
RFQ/
PO
Receive Quote enter details
and prepare comparison
chart
Place Purchase Order
Consolidate demand from
Sales Order
Gate Entry Enter Material Inward details, Purchase, Sales
Return, Returnable DC Item
Receives FG/
Sub Assembly/
Component
Cash
Management
Receivables
 Receivable Due
 Advance Receivables
against SO/ PI
RFQ
PO(Rate Contract exists)
HR Manager
HR Department
Employee
Approves the profile
Submits leave encashment
request
Approved
1.Register new employee personal detail, dependent
details, bank A/c details, statutory doc., education,
experience and skill details & Create profile and enter
salary, grade, allowance details and forward for approval
2.Prepare employee profile changes for annual merit,
increase, contract, renewal, promotion, compensation
benefit changes, transfer etc and forward for approval
3. Enter employee resignation, termination details and
create profile
Employee submits leave
request through system
Approves the leave request
Converts the leave request
into leave entry
Post the leave entry
Process leave encashment
request
Late entry/
Permission entry
Receives loan application and
approves/ rejects the
application
Register Loan request and
forwards for approval
Prepares loan
document, enter the
disbursement and
deduction details &
process the document
Pay
option
Loan payment
entry in payroll
record
Payroll adjustment
records for the
deduction
Payroll
Cheque/RTGS
Upload employee
attendance details
from the time
attendance machine
Run program to
determine
employee leave
entry, late and
overtime
Payroll
Department
Prepare the payroll
considering Employee salary
& allowance adjust file, leave
file, overtime file, later arrivals
Verify the payroll
If
Payroll is ok
Process the payroll
Receives Quote and
places PO/ Response
Register Sales Return
Sends RFQ to
Supplier
Prospective
Supplier List
Convert/ Register
Supplier
Place PO for
Sample &
receive the
material GRN
& QC process
Sample Material
Ok
Place Po for the Material
and receive the material
through GRN & QC
process
Approve
Supplier
Register Outward details
For the DC created for Sales
Convert
prospect into
customer
Prospect/
Customer
Yes
Customer
Prospect
Re-Quote
Required
No
Yes
Order Lost file
No
If Purchase /
Sales return
Inactivate the
supplier
Sends rejected material
along with DC, Debit Note/
Invoice
Receive RFQ for PR
items & sends Quote
Supplier
receives the
payment
Update Customer
GRN details
RFQ/ Quotation
Process
No
Yes
Purchase
Sales Return
Yes
Commercial
Department
Purchase Request raised
from Stores/Production/
Assembly/HR
deparments(Manual)
If Material
Accepted
Rejected
Register Amendment
PO
Lead/ Enquiry Prospect
Prepares quote and send
it to customer
Convert to Purchase Request
Ph : +91 413 4207 333 ; mktg@roadmapit.com ; www.roadmapit.com
TRADING - OVERALL BUSINESS PROCESS FLOW
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6. Helps the Organization to maintain multiple retail shops/outlets having multiple billing counters
Facilitates Organization to fix prices, discounting and carry out promotional through easy
configurations.
Assists the Organization to get up-to-date sales information at any instance as a summary as
well as shops/outlets wise
RETAIL SALES MANAGEMENT
ROADMAP IT SOLUTIONS PVT LTD.
H.O - 5, Republic Street, Reddiarpalayam, Puducherry - 605 010 , India.
Ph : +91 413 4207 333
mktg@roadmapit.com , www.roadmapit.com
Chennai | Bangalore | Hyderabad | Mumbai | Pune | Vadodara
Middle East | Africa
Centralized Server
Shop 1
(multi counter)
Shop 2
(multi counter)
Shop 3
(counter)
Shop n
(multi business)