SWITCH TO ONEBOOK FOR BETTER ERP  SWITCH TO ONEBOOK

For Trading Companies

Manage Every Trade From Quote To Collection.

Stop losing margins to disconnected systems. Unify your purchase orders, sales pipelines, and inventory across every warehouse and branch.

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No credit card required

Trusted by 100+ Trading Companies

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[01] HIGHLIGHTS

Built to run your entire trading operation

Stop forcing your sales team to do administrative paperwork. Give your staff the exact tools they need to close deals.

Streamlined Purchase & Sales

Sales Pipeline

Streamlined Purchase & Sales

OneBook maps your entire trade cycle from enquiry to collection. Your sales team sees their pipeline, warehouse sees pick-pack-ship, and accounts sees receivables — all from one transaction. No more chasing WhatsApp threads for order confirmations or manually updating stock after every dispatch.
Real-time inventory across every location

Multi-Warehouse

Real-time inventory across every location

Track stock across unlimited warehouses with serial numbers, batch tracking, and inter-branch transfers. OneBook auto-updates available, committed, and in-transit quantities as transactions happen. Your sales team quotes only what you can deliver. Your purchase team reorders only what you actually need.

Zero Per-User Fees

Give every warehouse packer and sales rep their own login. You pay for cloud hosting, not for user seats. Scale your team without paying a penalty.

Agile Process Customization

Stop paying consultants for basic changes. Add custom fields and change workflows in minutes. Our low-code architecture gives you total control over your system.

Multi-Warehouse Inventory

Track stock across warehouses, manage inter-branch transfers, and get real-time visibility into available, committed, and in-transit inventory.

“We used to lose 2-3 orders a week because stock data was a day old. Now our sales team quotes from live inventory and our dispatch errors dropped to near zero.”

Rajesh K

Operations Head

 @B2B Distribution Co.

[02] implementation

Go live before your next financial quarter.

We do not disrupt your ongoing operations. We map your processes, migrate your historical data, and go live in 6 to 8 weeks.

Week 1–2

Week

1–2
Process mining reveals reality

We analyze your existing systems — Tally, Excel, or legacy software. We document your item masters, ledgers, and transaction history. You get data on where things break, where people create workarounds, and where time disappears.

Deliverable: Process map showing your actual workflows

Week

2–3
Lock the scope in writing

Week

4–8
Configure, test, and train in parallel

Week

9–12
Go Live with continuous monitoring

“Our purchase team now sees exactly what to reorder and when. We reduced dead stock by 40% in the first quarter itself.”

Amit P

Purchase Manager

 @TradeLink India

Enterprise-Grade Security

Go Live in < 45 Days

No Vendor Lock-in

[10] FAQ

QUESTIONS?
WE'VE GOT ANSWERS.

Everything You Need To Know About OneBook As A Business

For Business

For Partners

01.

I'm currently on Tally/Zoho. Will switching disrupt my finance team?

No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.

02.

Is my data secure on an Open Source platform?

Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.

03.

How long does it take to go live?

Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.

04.

Why don't you charge per user like Zoho or SAP?

Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.

05.

Can I keep using Tally for accounting?

Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.

06.

What if it doesn't work for us?

We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.

Still Confused?

Ask your favourite AI about OneBook

[04] Resources

Further reading

A growing business breaks manual systems. See what changes when you centralize your operations data

[05] Industries

Explore Further industries

OneBook comes pre-configured with the specific workflows, compliance, and terminology for your industry.

Trading (B2B) dashboard

specialized Features

Comprehensive management for trading companies, from procurement to distribution.

Purchase & sales management

Multi-warehouse inventory

GST & tax compliance

Receivables & payables tracking

What people say

“We reduced dead stock by 40% in our first quarter on OneBook”

Amit P

TradeLink India (Purchase Manager)

Time and money are important Save both

Automate your operations, track inventory, and push invoices directly to OneBook at cheaper cost, saves you time and money.

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