What the module actually does.
Quotation with version history, validity dates, and single-step conversion to order.
Customer-, region-, and volume-based price lists with discount slabs and approval on manual override.
Credit limit and overdue check enforced at order confirmation, with defined override authority.
Order-to-dispatch tracking covering partial fulfilment, backorders, and short supply.
GST-compliant invoicing with e-invoice (IRN) and e-way bill generation.
Field sales order capture on mobile with beat/route planning and outlet coverage tracking.
From field capture to a posted receivable.
Order Capture
Field rep captures an order at the outlet on mobile, seeing live stock and that customer's outstanding balance.
Credit Check
System checks the credit limit; if overdue exceeds it, the order holds for manager release.
Stock Reserved
On confirmation, stock reserves in Inventory and a pick request goes to the warehouse.
Invoice & Dispatch
Dispatch generates the invoice and e-way bill, and posts the receivable to Finance.
What this replaces.
Stops orders being booked against stock that isn't available.
Enforces credit policy at the point of order rather than at collection time.
Eliminates re-keying between order, invoice, and the accounts ledger.
AI-suggested order baskets per outlet, built from purchase history and comparable-outlet patterns.
Need order-to-cash on one system?
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