What does TexaCore offer for General Trading?
From quotation to invoice and collection, and from purchase request to goods receipt and posting, on one sheet with barcodes, packaging units, price lists and approval rules.
A TexaCore ERP module
General Trading
From quotation to invoice and collection, and from purchase request to goods receipt and posting, on one sheet with barcodes, packaging units, price lists and approval rules.
How to get started
- 1
Warehouses and shelf locations
Define warehouses by type (main, branch, store, van and more) and split them into row, column and shelf bins, with an occupancy map.
- 2
Packaging units and scanning
Sell and buy in boxes, cartons or pallets defined on the item; a scan field adds lines by item, packaging or roll barcode.
- 3
One sheet from quotation to invoice
Quotation, order and invoice share one lines grid and stage strip, with VAT and notes per document, and the cycle can be viewed as a list or a board.
- 4
Collection and payment status
Collect a payment or the full balance from the invoice; a confirmed receipt moves the invoice to partly paid or paid.
What this module does
Selling, buying and collecting
One sheet from quotation to invoice
Quotation, order and invoice share one lines grid and stage strip, with VAT and notes per document, and the cycle can be viewed as a list or a board.
Price lists, groups and discounts
A customer's price comes from their own list, then their group's list, the default list, then the item price; discount and credit limit cascade the same way.
Collection and payment status
Collect a payment or the full balance from the invoice; a confirmed receipt moves the invoice to partly paid or paid.
Visual pipeline and configurable statuses
View opportunities on a Kanban board or list, and change their status and owner. Rename status groups and add company-specific statuses; some document stages follow the sales cycle's rules.
Stock and warehouses
Warehouses and shelf locations
Define warehouses by type (main, branch, store, van and more) and split them into row, column and shelf bins, with an occupancy map.
Packaging units and scanning
Sell and buy in boxes, cartons or pallets defined on the item; a scan field adds lines by item, packaging or roll barcode.
Containers and landed cost
Track containers from order to receipt, add estimated and actual expenses, and spread them over the goods by value.
Delivery
Delivery notes and partial deliveries
Create a delivery note from an order, independent of the invoice, and deliver the order in several parts.
Money, accounts and currencies
Several currencies
Record documents and entries in more than one currency; the company keeps one base currency, and reports can also be shown in a second presentation currency.
Chart of accounts tree
Browse accounts as a tree or table with codes and balances; start from a standard or extended template, or import your own chart.
What makes TexaCore different for general trading and distribution
Tools built for this industry, together with strengths that run across the whole platform.
One sheet from quotation to invoice
Quotation, order and invoice share one lines grid and stage strip, with VAT and notes per document, and the cycle can be viewed as a list or a board.
Containers and landed cost
Track containers from order to receipt, add estimated and actual expenses, and spread them over the goods by value.
Delivery notes and partial deliveries
Create a delivery note from an order, independent of the invoice, and deliver the order in several parts.
Packaging units and scanning
Sell and buy in boxes, cartons or pallets defined on the item; a scan field adds lines by item, packaging or roll barcode.
Multi-currency, reported your way
Record in any currency, keep each line's original amount, and see the trial balance and statements in the currency you pick.
Approval rules for documents
Choose when sales and purchase documents need approval: always, above an amount or discount, or when the customer exceeds the credit limit. The server enforces it, and approvers cannot approve their own document (the owner excepted).
On your computer or in the cloud
Start a 30-day cloud trial, or install the desktop edition — it keeps working without internet and is free forever for one user and one company (within the free plan's usage limits).
Move from your current system easily
Open your Rashid file directly or import from Excel/CSV, with ready templates and column mapping.
Who it is for
- Traders who buy in containers or cartons and sell by the piece, box or roll
- Small and mid-size companies that keep books in one base currency but trade in others
- Sales teams bringing leads, opportunities and quotations into one clear workflow
FAQ
Who is it for?
Traders who buy in containers or cartons and sell by the piece, box or roll; Small and mid-size companies that keep books in one base currency but trade in others; Sales teams bringing leads, opportunities and quotations into one clear workflow
What does it include?
One sheet from quotation to invoice; Warehouses and shelf locations; Chart of accounts tree; Visual pipeline and configurable statuses; Price lists, groups and discounts; Collection and payment status; Packaging units and scanning; Containers and landed cost; Delivery notes and partial deliveries; Several currencies
Can I work without internet?
Yes. The desktop edition works on your own computer while offline. The web edition and cloud services require an internet connection.
Is the cloud edition free forever too?
Free forever applies to the desktop edition. See the current subscription catalogue for cloud pricing, trial terms, and limits.
Modules that work with it on the same data
Sales & purchases
Quotations, orders and invoices on one trade sheet, and a purchase cycle through to receiving.
Explore the moduleInventory & warehouses
Warehouses with shelf locations, packaging units, receipts, deliveries, transfers and counts.
Explore the moduleMulti-currency accounting
Chart of accounts, entries, vouchers and live statements in several currencies, with year-end close.
Explore the moduleTry it on your own company data
A free 30-day cloud trial, or the free desktop edition. And you can move from your current system easily.