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.
👉 Book a Free Demo TodayImportant invoices, POs, or LRs get lost across folders or drives.
All files are stored safely inside your ERP.
Finding old bills or shipment documents takes too long.
Quickly locate files by customer name, bill number, or date.
Missing documents cause delays and stress during audits.
Access every record instantly during audits.
Manual filing consumes space and takes time.
Store and manage all files online for a cleaner workflow.
Shared folders allow unwanted access.
Only authorized team members can view or edit files.
Keep all trading business documents safe inside your ERP.
Attach documents to invoices, purchase orders, and other transactions.
Find any file within seconds using filters like date, customer, or bill number.
Retain records for as long as needed.
Give file access only to team members who need it.
Protect your documents with encryption and cloud storage.
Store, manage, and retrieve all trading business documents directly inside ERP Crystal.
Upload customer POs, invoices, LRs, vouchers, and purchase bills.
Yes. Use customer name, bill number, or date to find files instantly.
Yes. Every file is protected with encryption and access control.
Contact ERP Crystal Support, and they’ll enable it for your ERP system.
Save time, stay paperless, and simplify audits with ERP Crystal, the trusted ERP solution for trading companies’ document management.
👉 Book a Free Demo TodayDiscover how ERP Crystal can simplify your operations. Contact our support team today to get personalized assistance or schedule a live demo.