Lead Management
Capture leads, assign owners, bulk import/export, and convert to inquiry with one click — leads no longer scatter across chat logs.
Built for IC electronic component traders / agents
From leads to invoicing,
one system runs throughthe entire business flow
Leads, quotation, sales, purchasing, inventory, finance, and business analytics — all in one integrated system. The desktop app works out of the box, no server required, and your data stays entirely in your own hands.
18 modules · 55 menusBuilt-in user manual
14 reportsBoss-view business reports
4 tiersPermissions: menu · function · data scope · field masking
¥0Server cost
Features
Covers every business step of IC component trading
Not a trimmed-down generic ERP, but a complete closed loop designed around the real working habits of IC trading.
Inquiry & Quotation
Upload a BOM of dozens or hundreds of lines in Excel and price them all at once. The system auto-selects by "agreement price > latest quote > base price"; every price can be opened to its source.
Pricing System
Unified management of customer agreement prices, historical deal prices, exchange rates, and tax rates — quotations backed by data, profits no longer guessed.
Sales Management
Order entry checks credit limits; outbound locks stock by batch FIFO. If the agreed prepayment has not arrived, the system calculates the gap and blocks shipping by name — "still short ¥23,900, cannot ship", by system not by conscience.
Purchasing Management
The pending-purchase list back-calculates the gap from sales orders and generates a purchase order in one click; once incoming inspection is enabled, goods not yet cleared are blocked at goods receipt.
Inventory Management
Model + warehouse + bin precise to batch; scan in/out, serial-number forward and reverse traceability. Inventory alerts watch available quantity — goods locked by orders no longer pretend to be in stock.
Finance Management
Confirming a receipt auto-generates vouchers; receivables/payables aging split into 0-30 / 31-60 / 61-90 / 90+ brackets; click the order number to jump straight to that document — no more flipping long lists for reconciliation.
Payroll & Commission
Commission accrues by tiers against actual collections; every source document can be drilled into — when an employee disputes pay, show them that one settlement screen.
Business Analytics
14 boss-view reports: from inventory health to revenue attribution, from churn to credit occupancy. Historical figures are frozen at daily close and never drift with later edits.
To-dos & Notifications
What should be someone’s task auto-arrives on their workbench; due dates, receivables, and inventory age are inspected every 30 minutes; the bell plus desktop toast calls you back — overdue items named to the document.
Data & Permissions
Bulk-import customer, supplier, and material libraries; 15 modules × 60+ operations finely authorized by role — each sees their own data.
System Management
Company, department, users, numbering rules, and print templates configured centrally; credit red-lines and permission policies land here once and for all.
Workflow
One thread of data to the end, no dropped links in the middle
Lead
→
Inquiry
→
Quotation
→
Sales Order
→
Lock & Ship
→
Logistics Sign-off
→
Collect & Invoice
Hard Gate 1: No quote, no order
A lead cannot go straight to an order; it must become an inquiry, then a quote, then a sales order — every order carries quote traces, so later price pressure is accountable.
Hard Gate 2: No locked stock, no shipping
Shippable quantity = locked balance; un-locked is 0. Locking assigns batches by FIFO automatically; if short, partially lock first, top up later — no stuck orders, but no shipping on empty either.
Hard Gate 3: No prepayment, no release
For payment terms with a prepaid ratio, before shipping the system converts the tax-inclusive total to base currency and checks collected amount, naming the gap to the document: "prepaid ¥33,900, collected ¥10,000, still short ¥23,900".
These three gates cannot be bypassed — this is by design, not a bug. Process discipline lives in the system, so the boss need not watch people every day.
When the system stops you, it speaks human, not failure
Payment term "prepay 30%" requires 30% received before shipping… still short ¥N, cannot shipOrder has no locked stock (shippable quantity 0), please lock stock before shippingThis lead is already converted to an inquiry and cannot be deleted.Logistics
The part after goods leave the door, the system watches it to sign-off for you
Labeling, tracking, sign-off, and monthly reconciliation run automatically as one line. Waybills are generated from sales orders; sign-off status and freight write back to the original order, always linked to the sales order — freight must hit cost, and its only entry is still "sales expense" inside the sales order, keeping accounts crystal clear.
One-click labeling
Pick an audited order to request a waybill from the carrier; once the label prints it is a promise to the outside. Drafts cannot be printed; a wrongly entered waybill number is auto-voided with a stated reason.
Auto tracking polling
The server polls tracking every 10 minutes; the sign-off date follows the real delivery date, not the day you happen to remember to refresh — so the receivables aging start is accurate.
Freight reconciliation
Import the carrier’s monthly bill; the system reconciles line by line by waybill number and directly gives "bill total / system quote / variance total"; export the variance list in one click to argue with the carrier.
Role Permissions
Six out-of-box roles, ready to use
Four-tier permissions (menu · function · data scope · field) come with a baseline. Below is what each role is hidden from by default — cost is never exposed to sales, customer phones never shown in plain text to everyone.
Sales Rep
- Cost, gross profit, revenue (all hidden)
- Others’ customer contacts
Sales Manager
- Cost (still hidden)
- Customer phone / contact (masked)
Buyer
- Customer agreement price, sales cost
- Selling price (does not affect viewing inventory cost)
Purchasing Manager
- Gross profit (still hidden)
- Supplier phone / contact
Warehouse Keeper
- Selling price, agreement price
- All kinds of contact phones
Finance
- Logistics ledger (cannot even reach the list API)
- User phone (masked)
Permissions precise to the field: masking returns a mask (138****0000); when hidden, the API simply does not return the value — documents you cannot see never enter the export file either.
Business Reports
The 14 questions the boss asks, the system has already computed
14 reports unified to base currency; historical figures frozen at daily close, never drifting with later edits. Below, each question maps to the report that answers it.
01
How much cash is tied up, how fast it turns, what is sitting deadInventory Health
02
How long this batch has been sittingAging Alert
03
Whose money is earned, which order is losingGross Profit Analysis
04
Did gross profit change from volume, price, cost, or mixRevenue & Attribution
05
Where the money went, net profit how muchExpense & Net Profit
06
Who is buying, how much, anyone leavingCustomer Insight
07
Lead→quote→order, where is the drop-offSales Funnel
08
Are customers / suppliers being followed up, is the public pool claimedFollow-up Analysis
09
Is delivery on time, how much overpaidProcurement Supply
10
When this round of payment comes back, is credit enoughCash & Credit
11
Have the four red lines been crossedBusiness Alert
12
What was the number on a given dayDaily Snapshot
13
Exactly how this number is calculatedMetric Dictionary
14
What target was set, was it metBusiness Goal
First Principles · The Screen Is the Answer
Every interface answers a fundamental question
The essential pain of IC component trading: pricing by memory, inventory by spreadsheet, profit by month-end, risk control by conscience. TaiShuai ERP breaks the business back to first principles, then rebuilds it into the ten screens below that make sense the moment you open them — each piece of data entered once, flowing automatically through the whole chain.
Business MainlineProcess is asset: data entered once, flows to the end
Business InsightData is decision: no month-end reconciliation, the answer is in front of you
And More
The above is just the tip of the iceberg
TaiShuai ERP covers 18 business steps and 55 menu functions end-to-end from lead to voucher, with a searchable built-in user manual. For the great screens and functions that don’t fit, book a remote demo and we’ll walk your real business end to end.
Design Philosophy
A system that doesn’t lie to you
Many ERPs "pretend nothing is wrong". TaiShuai ERP chooses to tell you the uncertainty honestly — because the boss wants the truth, not comfort.
✓If it can’t read, it won’t fake
When the list API fails, a "read failed this time" with reason appears above the table and clears old data — it won’t leave the last batch in place pretending to be current.
✓Aging follows the real sign-off date
The sign-off date moves the receivables aging start from ship date to sign-off date; auto-judgment takes the carrier’s recorded sign-off time, not the day you remembered to refresh.
✓All-or-nothing in bulk
If even one document fails a condition (wrong status, no permission, referenced, insufficient stock), the whole batch does not commit, and names which document and why — no "half done".
✓If you can’t see it, the whole column vanishes
When a field is "hidden", the entire column disappears; when "masked", it shows a mask (138****0000); neither fakes it as 0 to fool you.
Local Deployment · Data Security
Your business data stays only on your own computer
- Data never leaves the machine.The database file lives on local disk, passes through no cloud server; customer lists, sourcing channels, and price systems are fully private.
- Permissions precise to the field.Four-tier authorization of menu, function, data scope, field: cost and gross profit can stay out of the API — not hidden, simply not returned; phones can be masked to 138****0000, and documents you can’t see never enter the export file.
- Zero server cost.One-click Windows installer; a single always-on office PC on the LAN is the server — no server purchase, no network config, works out of the box.
- Works offline.No network needed to issue documents, check inventory, or print contracts; business does not depend on the external web.
- Backups in your hands.Built-in full-database backup, restorable from one file; backup directory is your choice (non-system disk recommended), entrusted to no vendor.
- Actions are logged.Who, when, what — the system auto-records an operation log; the UI offers no edit entry; invoice progression also keeps a status log.
vs SaaS Cloud ERP
| TaiShuai ERP | Cloud ERP | |
|---|---|---|
| Payment | One-time | Annual subscription |
| Users | Unlimited | Per account |
| Data storage | Local private | Vendor server |
| Offline use | Supported | Not supported |
Pricing
One-time payment, worth it for as long as you use it
TaiShuai ERP Standard
All functional modules, one price includes everything
- One-time payment, perpetual use, no annual subscription
- Unlimited users, open as many accounts as your company has people
- Leads / Inquiry & Quotation / BOM Pricing / Sales / Purchasing / Inventory / Finance / Payroll / Analytics — all modules
- One PC as server, multi-user on the LAN, data still on your own machine
- Built-in manual and operation log, permissions precise to the field
- Includes installation guidance, training, and technical support
First 50 · promo price
¥2980
Original ¥5960
Claim the promo spotOne-time perpetual license; reverts to original price when spots run out
FAQ
Read this before buying
How to install? Need a server?
No server needed. Run the installer under Windows, deployment finishes in minutes. The built-in database needs no extra environment.
Where is data stored? Safe?
All data is stored in the database file on your local disk, uploaded to no cloud. We recommend periodic backup to a portable drive via the built-in "Backup Data" feature; when changing machines, copy the backup file to restore.
How many users can use it at once?
Unlimited users; freely create accounts and assign role permissions (four-tier: menu / function / data scope / field, fields can show, mask, or hide). One PC set as "server" runs the built-in database; other PCs on the LAN connect as clients for collaboration; data still stays entirely on your machine, never leaving the company.
Can business rules rein in people? E.g. shipping without payment collected.
Three hard gates written into the system: a lead cannot become an order without an inquiry; no shipping without locked stock; for terms with a prepaid ratio, if money isn’t fully in the system calculates the gap and refuses to ship. Approval flows are configured to approvers by amount threshold; a rule simulator validates before going live.
Can sales commission be calculated clearly? What if staff disagree?
Commission accrues by tiers against actual collections; each accrual in the settlement detail can be drilled to that receipt or refund document, with the posted voucher and bank flow — when an employee disputes pay, show them that one screen.
Can old customers and material data be bulk-imported?
Yes. Customer, supplier, and material libraries all support Excel bulk import/export; historical data migration cost is low.
Is future upgrade charged?
Updates within the purchased version are free; specific upgrade policy and support scope are per the contract, confirmable during inquiry.
Can we see the actual effect before buying?
Yes. Submit a demo request at the bottom of the page and we’ll provide a remote product demo walking your real business process end to end.
Contact Us
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Tell us your team size and main business scenarios, and we’ll provide a targeted quote and remote demo arrangement.
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