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WebTrade

WebTrade is the indispensable tool to revolutionize the management of purchases, sales, and transportation in trading companies.

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Optimizing Operations Management in Trading Companies

WebTrade was designed as a solution that facilitates the management of buying, selling, and transportation operations for trading companies.

One of the main objectives of WebTrade is to enhance operational efficiency, eliminating redundant tasks and reducing work duplication.

This process automation allows companies to focus on strategic activities while the system takes care of operational details, creating a more agile and organized operation.

Real-Time Monitoring and Document Management

Direct integration with ERP allows monitoring and managing all transactions in real-time, ensuring an up-to-date view of buying and selling processes. With this, managers obtain an immediate view of operations, facilitating quick and informed decisions.

WebTrade also provides robust document management, integrating with storage services for direct access to essential documents without switching between platforms. This centralization of information makes the user experience more fluid and practical.

Key Features

Process

- Process management is the main functionality of WebTrade, linking sales to customers with purchases from suppliers, including shipping and delivery details. The process acts as a "contract" that ensures the entire logistics and financial operation.

- The system allows creating, editing, deleting, and consulting processes, associating documents such as invoices and BLs accessible via Google Drive, and associating processes with Purchase Orders (POs), generating financial data automatically synchronized with the ERP.

- Additionally, there's a color system to indicate the status of processes and associated POs, facilitating progress visualization.

Purchase Orders (PO)

- A PO represents the purchase of a good from the trading company to a supplier. Each PO has a unique number, status, payment details, and can be associated with a process.

- POs are managed through the platform interface and can be created, deleted, edited, or associated with a specific process.

- POs can be associated with processes to close the complete buying and selling flow. Management is done through an intuitive interface that allows viewing the current status of POs and associating them with new or existing processes.

User Management

User profiles are configurable, allowing different accesses and permissions for each type of profile, ensuring secure and efficient management.

Each user can have one or more associated profiles, controlling their permissions in the system:
• Admin: Full access to all system functionalities.
• Commercial: Access to create and consult POs, processes, and products.
• Commission Agent: Can consult commission rules.

Configuration

The configuration area is divided into two submenus:
• General: Contains options for managing elements such as currencies, markets, ports, products, units of measurement, and commissions.
• Entities: Allows management of customers, suppliers, and companies, with the option to create, edit, consult, or delete these entities.

Optimizing Operations Management in Trading Companies

The system was created so that each trading process has detailed financial monitoring, ensuring that the treasury of each operation is easily monitored. The centralized view of the treasury helps companies stay organized and financially aligned.

With innovative management of trading processes, WebTrade allows companies to optimize resources, reducing time and effort in operations administration. Automation and data centralization transform WebTrade into an essential tool for companies seeking greater efficiency.

ERP Integration

One of the main benefits of WebTrade is integration with ERP systems, where all financial documents generated or updated in the system are synchronized with the ERP. This integration includes:

  • Automatic creation of processes in the ERP when created on the platform.
  • Consultation of updated treasury positions in real-time.
  • Automation of financial management, eliminating data duplication.

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