Paperless & Organized

Simpler Document Management for Trading Companies

Many trading companies still store files across multiple folders, drives, or emails. Finding the right document when needed becomes difficult, and audits or client follow-ups take longer than they should.

With ERP Crystal’s Files and Documents Management System, you can store every invoice, LR, purchase bill, and customer PO directly inside your ERP. Each document links to its transaction, making it easy to locate whenever required. It’s a simple, paperless way to organize your files and save time every day.

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Trading ERP Files and Documents Management System

From Messy Folders to Simple File Management

Here’s how ERP Crystal helps trading companies manage documents efficiently:

Missing Files

Important invoices, POs, or LRs get lost across folders or drives.

Central File Storage

All files are stored safely inside your ERP.

Wasting Time Searching

Finding old bills or shipment documents takes too long.

Smart Search

Quickly locate files by customer name, bill number, or date.

Audit Trouble

Missing documents cause delays and stress during audits.

Easy Access

Access every record instantly during audits.

Too Much Paper

Manual filing consumes space and takes time.

Go Paperless

Store and manage all files online for a cleaner workflow.

Security Issues

Shared folders allow unwanted access.

Role-Based Control

Only authorized team members can view or edit files.

Main Features

All Files in One Place

Keep all trading business documents safe inside your ERP.

Linked with Transactions

Attach documents to invoices, purchase orders, and other transactions.

Quick Search

Find any file within seconds using filters like date, customer, or bill number.

Long-Term Storage

Retain records for as long as needed.

Controlled Access

Give file access only to team members who need it.

Secure Cloud Backup

Protect your documents with encryption and cloud storage.

Frequently Asked Questions (FAQ)

Q1. What are the Files and Documents Management features?

Store, manage, and retrieve all trading business documents directly inside ERP Crystal.

Q2. What types of files can I upload?

Upload customer POs, invoices, LRs, vouchers, and purchase bills.

Q3. Can I search for old documents easily?

Yes. Use customer name, bill number, or date to find files instantly.

Q4. Is it secure?

Yes. Every file is protected with encryption and access control.

Q5. How can I get this feature?

Contact ERP Crystal Support, and they’ll enable it for your ERP system.

Keep Your Trading Business Organized

Save time, stay paperless, and simplify audits with ERP Crystal, the trusted ERP solution for trading companies’ document management.

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Book Your Free ERP Demo or Send a Quick Inquiry

Discover how ERP Crystal can simplify your operations. Contact our support team today to get personalized assistance or schedule a live demo.

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