TradeEngine replaces your monthly spreadsheet fire drill with a real-time, audit-ready platform — from scheme design to distributor settlement, all in one place.
Trade schemes are your biggest variable cost — and you're managing them in Excel.
14 modules, all talking to each other. From scheme creation to GL entry.
The entire trade incentive lifecycle in one flow.
Six things that make this genuinely different from Excel and from generic ERPs.
Upload an Excel file (.xlsx / .xls) with your invoice data. Headers are auto-detected — no column mapping needed. Every row needs either an Amount column, or both Qty and Rate so TradeEngine can compute it.
Required columns
| Column | Accepted headers | Example |
|---|---|---|
| Client / Distributor | client distributor party gstin customer | Bharat Distributors |
| Invoice Date | date invoice date bill date inv date | 2026-06-15 |
| Invoice Number | invoice inv no bill no voucher | INV/2026/4521 |
| Amount OR Qty+Rate | amount value total net gross | 182500 |
Optional columns
| Column | Accepted headers | Notes |
|---|---|---|
| SKU / Product | sku product item description material | Used for SKU-wise analysis |
| Quantity | qty quantity units pieces | Skip this if you provide Amount directly |
| Unit Rate | rate price unit price mrp | Used with Qty when Amount is not given: qty × rate |
Rules & tips
Row 1 must be your column headers. Data starts from row 2. Any column order works — TradeEngine reads the header names, not positions.
Client names must match what's in TradeEngine (partial match works). Alternatively use the client's GSTIN as the client column — exact match guaranteed.
Date format: YYYY-MM-DD preferred. Excel date cells are accepted automatically.
Amounts should be net of GST (taxable value), not the GST-inclusive total. GST at 18% is auto-computed on import.
Every row needs a non-zero Amount, or a non-zero Qty + Rate to compute one — rows missing both are skipped with a per-row reason.
Your Excel should look like this:
Client Name | Date | Invoice No | Amount Bharat Dist | 2026-06-01 | INV/2026/4521 | 182500 Apex Traders | 2026-06-03 | INV/2026/4522 | 94000
After upload, TradeEngine shows you which columns were auto-detected and flags any rows that couldn't be matched.
Set it up in 2 hours. Show your CFO month-end liability in real time. No credit card required — cancel any time.
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