ERP & Industry Software

Migrating from Tally to a Custom ERP for Kolkata Trading Houses

For Burrabazar and Kolkata trading firms: what a custom ERP adds over Tally for brokers, branches, credit and commodity positions, and how to migrate.

Purushottam Kumar Suman
Purushottam Kumar Suman
Founder & CEO, Drema AI
6 min read
Engineers planning a system migration

Kolkata's trading firms have used Tally since it existed, often with several companies and branches in one installation. Accounts are immaculate. What is missing is the trade itself: contracts, deliveries pending, broker dues and exposure to each party.

01

What traders need beyond books

ContractsPurchase and sale contracts with delivery periods and rates
Pending deliveriesWhat is due in and out, by party and date
PositionStock plus purchases less sales, by commodity
BrokersBrokerage, broker-wise business and settlements
Credit exposureBy party and group, with interest
Branch controlConsolidated view across locations
02

Keep the accountants comfortable

Munims and accountants trust Tally. The ERP posts to it automatically in the early phase, so their books stay familiar while operations move.

Win over the accounts department and the rest of the firm follows.

03

Migration

1. Masters and open contractsWith pending quantities
2. Contract and delivery moduleFirst to go live
3. Stock and positionAfter a stock reconciliation
4. Broker and interestStatements automated
5. AccountsIntegrated or moved
04

AI

Contract notes and delivery orders read from scans, daily position summaries sent to the owner and credit risk flagged.

05

Cost

One development cost, AMC free in year one, no renewals.

One-time
Development cost, agreed before work starts
1 year
Of AMC included free after go-live
Yours
Source code and data, with no per-user fee
Purushottam Kumar Suman
Written by
Purushottam Kumar Suman
Founder & CEO, Drema AI

Founder and CEO of Drema AI. Builds AI systems, SaaS platforms and industry software — and writes about what actually survives production.

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