Sector expertise · Trading
Margins, inventory and flows for trading companies
Trading comes down to a few points of margin, stock turnover and responsiveness to demanding professional customers. Epure Ops helps merchants and traders track margin deal by deal, buy at the right time and streamline the journey of an order, from quote to delivery.
What makes the difference
What drives a trading company’s performance
Margin tracked per deal
Purchase price, landed costs, discounts and freight matched to each sale, so pricing decisions are fully informed.
Purchasing aligned with demand
Sales history, supplier lead times and seasonality built into replenishment decisions.
Customers served with responsiveness
Availability, delivery lead times and order tracking shared with sales reps and trade counters.
Streamlined document flows
Quotes, orders, delivery notes and invoices linked without re-keying, including for imports.
Our three disciplines
How we work with you
Data management
Consolidated item, supplier and pricing masters; landed costs and currencies built into the data model.
- Consolidation of supplier prices and terms
- Integration of landed costs and currencies
- Customer master and commercial terms
Business analysis
Sales and purchasing management for executives, buyers and sales reps.
- Margin by deal, customer, sales rep and branch
- Turnover, dormant stock and cover
- Purchase price tracking and price variances
Process optimisation
The quote-to-invoice journey reviewed with the trade counter, sales administration, purchasing and logistics.
- Quote, order, delivery and invoice workflow
- Purchasing and replenishment rules
- Training for sales admin, counter staff and buyers
Decision-making tools
The indicators we put in place
Every indicator is defined with the people who decide, calculated on a controlled data model and documented.
- Gross margin by deal and by customer
- Quote conversion rate
- Stock turnover and dormant stock
- Service level and delivery lead time
- Purchase price vs list price variance
- Order processing time
- Invoice dispute rate
- Customer payment terms
Typical assignments
From diagnosis to skills transfer
Reading true margin per deal
Purchase costs, landed costs and freight reconciled, then a margin report by sales rep and customer.
Cleaning up inventory
Turnover and dormant stock analysis, with replenishment rules reviewed with buyers.
Streamlining sales administration
Mapping of the quote-to-invoice workflow, a single procedure and training for the sales admin team.
Our method
Three stages, never the other way round
An honest diagnosis is worth more than a rushed roll-out.
01
Understand
Your flows, your exports, your pain points, on site. We listen before we propose.
02
Design
A data model and tools designed for your organisation, not a standard configuration.
03
Embed
Implementation, checks, training and skills transfer. We stay until it runs without us.
FAQ
Your questions, answered
Our sales reps grant discounts case by case: can you measure the impact?
Yes. The model matches list price, agreed price and full cost for every line sold, making the effect of discounts visible by customer, sales rep and product family.
Do you include import costs in the margin?
Yes: landed costs, freight, duties and currency effects are allocated to items to arrive at a true cost price.
Where does an assignment start?
With a diagnosis of a few days: interviews with management, purchasing and sales admin, a review of existing data and observation of an order’s journey. It results in a prioritised action plan.
Do you work on site?
Yes, at head office, branches or depots. Epure Ops is based in Geneva, and works throughout France and Switzerland.
Other sectors we support
Manufacturing Distribution Services Transport & logistics See our three disciplines
Ready to give your operations fresh momentum?
A thirty-minute conversation, with no commitment, to take stock of your data, your tools and your priorities.