Supplier quotations and purchase approvals
Agree owners, source records, approval points and exception handling for supplier quotations and purchase approvals. Validate the end-to-end workflow with the people responsible before rollout.
Rektrs Trading companies Management System
Management software for trading companies workflows, records and reporting.
Product operating scope
Connect the records.
Support the people.
Trading operations need a joined-up view of supplier quotations, inventory commitments and receivables. The implementation connects the named sector modules with controlled permissions, integrations and a maintainable handover.
Implementation priorities
- Role-based workspaces and owned records
- Integrations and reporting defined for your organization
- Configuration, migration, training and support planning
Sales orders and stock availability
Agree owners, source records, approval points and exception handling for sales orders and stock availability. Validate the end-to-end workflow with the people responsible before rollout.
Receivables and margin reporting
Agree owners, source records, approval points and exception handling for receivables and margin reporting. Validate the end-to-end workflow with the people responsible before rollout.
Management dashboards & permissions
Provide role-based operating views, reporting definitions and reviewable changes.
Implementation & handover
A clear path into operation.
Agree the organization, branches, users and records in scope. We review deployment readiness, required modules and connections to your retained systems, then define configuration, migration, validation and training milestones.
Cloud, hybrid or on-premise options are assessed against the selected product and operating requirements. The proposal sets data ownership, access, backup, maintenance and support responsibilities.
Industry workflowsTrading companies