Products / intellzia Apps
intellzia Trade

Trade operations connected from order to margin.

Manage purchasing, sales, distribution, landed costs, customer credit and margin visibility in one connected workflow.

Trading companiesImporters and distributorsWholesale operations
intellzia Trade

Connect purchasing, fulfilment, credit and profitability.

Business outcomes

Designed around the result—not only the feature list.

A focused operating flow designed around measurable business results.

  • Faster order processing
  • Clear landed-cost visibility
  • Better margin and credit control
Core capabilities

Everything the workflow needs to move with clarity.

Configure the capabilities, roles and controls around your operating model.

01

Purchase and sales orders

Configure purchase and sales orders around roles, approvals, controls and reporting needs.

02

Supplier and customer pricing

Configure supplier and customer pricing around roles, approvals, controls and reporting needs.

03

Landed-cost allocation

Configure landed-cost allocation around roles, approvals, controls and reporting needs.

04

Credit limits and collections

Configure credit limits and collections around roles, approvals, controls and reporting needs.

05

Warehouse and delivery workflows

Configure warehouse and delivery workflows around roles, approvals, controls and reporting needs.

06

Margin and performance reporting

Configure margin and performance reporting around roles, approvals, controls and reporting needs.

How it works

A connected path from input to outcome.

01

Capture demand

Receive enquiries, quotations and customer orders.

02

Source and purchase

Create supplier orders and manage expected receipts.

03

Receive and cost

Allocate freight and landed costs to received goods.

04

Sell and fulfil

Control delivery, invoicing and customer credit.

05

Monitor margin

Review product, customer and order profitability.

Part of intellzia One

Connect Trade with the applications and agents around it.

Start with this product, then add connected capabilities as your process matures.

Questions

What businesses usually ask before a demo.

Can Trade support import and distribution workflows?

Yes. It can start as a focused product and later connect with other intellzia Apps or Automate products through the wider intellzia One operating model.

Can it connect with Inventory and Books?

Yes. Roles, fields, approvals, dashboards and workflow rules can be configured around the agreed scope and operating process.

Can pricing and customer credit be controlled?

A personalized demo can be shaped around your industry, current process, key exceptions and intended outcome.

How is implementation planned?

Implementation is normally structured through discovery, process confirmation, configuration, testing, training and controlled go-live support.

See it around your workflow

Book a personalised walkthrough of intellzia Trade.

Book a Demo