What TracEasy does
A tour of the app, module by module, and how the pieces fit together.
TracEasy is a billing and stock system for businesses that buy goods, hold them, and sell them on. Everything runs in a browser, so the same account opens on the office desktop, a laptop at home and a phone at the counter.
The app is built around one idea: stock and money move together. A purchase bill brings goods in, an invoice takes goods out, and a payment settles what the invoice created. Nothing is typed twice.
How work flows through the app
- 1
A supplier bill arrives. You enter it under Purchases, line by line.
Each line adds stock at the cost you actually paid, with its batch number and expiry date.
- 2
The goods sit in Stocks until they are sold.
Quantities, rates and MRP are all held per batch, so two batches of the same product can have different costs.
- 3
You raise an invoice under Make Invoice.
Picking a product reduces that batch’s quantity and prices the line from what you saved.
- 4
The invoice shows as unpaid on Manage Payments until money comes in.
- 5
You record the payment, and the balance falls.
A single cheque can clear several invoices at once.
- 6
At month end you pull the registers your accountant needs from Reports.
What is in each module
| Module | What it is for |
|---|---|
| Dashboard | Stock value, what you have billed, what you have collected and what is still outstanding, on one screen. |
| Stocks and Add Stock | Your product catalogue and the quantity of each batch. See Add a product. |
| Purchases | Supplier bills. Entering one brings stock in at the right cost. See Record a purchase bill. |
| Make Invoice | The billing screen. GST is worked out per line. See Create a GST tax invoice. |
| Invoices | Every bill you have raised, searchable, with its items and payment status. |
| Manage Payments | Collections, bulk receipts, manual dues and bank charges. See Record a payment. |
| Sales Analysis | Top products, top parties and collection status for a date range. |
| Reports | Ten Excel exports. See Every report, and what it is for. |
| Operations | Office expenses and employee payroll. |
| Admin | Your party and supplier directories, users, roles and settings. |
Why your screens may differ from these pages
TracEasy is set up per trade. A pharma distributor sees batch numbers, expiry dates and drug licence fields; a print shop sees sheet sizes and printed area instead, and no expiry at all. The wording changes too — what one trade calls a Lot No another calls a Batch No.
So an article here may describe a field you do not have. Where a whole page depends on a module being switched on, there is a note at the top saying so.
Note
The screenshots and field names in these articles use the most common setup. If a label reads differently in your account, the step is still the same one.
Where to start
- Sign in to your account — first time in.
- Set up your business profile — do this before your first invoice.
- Add a product — get your catalogue in.
- Create a GST tax invoice — the screen you will use every day.
Related articles
Last checked against the app on 20 September 2026. Screens change as the product does — if something here does not match what you see, tell us and we will fix the page.