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📦 Commerce

Lead-to-cash for trading and distribution businesses

CRM pipeline, vendors, purchase orders, stock ledger and invoicing — connected and ledger-backed, on one platform.

Industry Optimized
What makes Trading & Distribution hard to run on spreadsheets

Vendor comparison happens over WhatsApp and phone calls

Without a structured RFQ process, landed-cost comparison across vendors is inconsistent and hard to audit later.

Stock reconciliation lags actual movement

Purchase-to-sale visibility gaps mean stock counts drift from what is actually on the shelf or in the warehouse.

Invoicing and GST tracking sit outside the ledger

Tax invoicing disconnected from a real chart of accounts makes receivables/payables reconciliation a manual, error-prone exercise.

How the workflow runs on Rebota
Steps marked "in development" are on the roadmap, not live yet — shown for transparency, not as a current capability.
Lead / Opportunity
CRM pipeline tracking
Live today
Follow-up Activities
Calls/meetings/tasks, due & overdue tracking
Live today
Vendor Onboarding
Directory with purchase history
Live today
RFQ & Quote Comparison
Landed cost comparison
Live today
Purchase Order
Issuance & tracking
Live today
Inventory Receipt
Stock ledger updated
Live today
Sales & Invoicing
GST-ready, ledger-backed
Live today
Receivables / Payables
Tracked against the ledger
Live today
Module matrix
Business requirementRebota capabilityRelevanceStatus
CRM / Sales Pipeline CRM & Sales Pipeline (leads, opportunities, customer conversion) High Available
Follow-up Tracking Activities (calls, meetings, tasks) linked to a lead or opportunity, with due/overdue filters Medium Available
Vendor & Procurement Vendors, RFQ / Quote Comparison, Purchase Orders High Available
Inventory Inventory & Stock High Available
Billing & Invoicing Invoicing High Available
Reporting Reports & Dashboards Medium Available
Calculators, guides & comparisons for this industry
Real, published Rebota Intelligence Center content — industry-specific tools first, cross-industry tools (GST, cash flow, equipment) after.
Related industries
Frequently Asked Questions
Can I compare multiple vendor quotes before issuing a PO?
Yes — the RFQ / Quote Comparison module lets you invite vendors, capture quotes and compare landed cost before award.
Does Rebota include a sales/lead pipeline for trading businesses?
Yes — the CRM & Sales Pipeline module tracks leads through opportunities to customer conversion, feeding directly into the same account the vendor and billing side already use.
Can I track which follow-ups are overdue?
Yes — activities (calls, meetings, tasks) attach to a lead or opportunity and can be filtered to due-today or overdue, so follow-ups don't rely on memory.
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