Sales
Sales follows the order through: quote it, record the order, deliver it, invoice it, and collect. Each later document links back to the earlier one it relates to, so a quotation, order, and invoice stay connected. Customers and Products hold the terms behind those documents, Proforma Invoice covers customers who need figures up front, B2C Invoice handles consumer sales, and Credit Notes correct an invoice without erasing the original. Raising an invoice takes the goods out of stock and, once your accounts are set in Finance settings, posts the receivable to your ledger.
Powerful modules, built for teams
Each module is designed to be composable: pick what you need, scale as you grow, and integrate with your existing workflows. Below you'll find an expanded view of every module, quick stats, integrations, and a short FAQ to help your evaluation.
(1) Customers
Customer records with contact, billing, bank, and credit-limit details, plus their order history at a glance.
Customer Directory
Contact & Billing Details
Credit Limit Check
Bank Details
Opening Balance
Total Spent & Last Order
Custom Fields
Print Profile
Add a customer with billing and bank details and set a credit limit; invoices are checked against it.
(2) Products
The catalog quotations, orders, and invoices draw on, with variations, price tiers, and stock on hand.
Product Catalog
Categories
Multi-step Product Form
Variations
Price Tiers
Dimensions & Shipping
Accessories
Stock on Hand
Add a product through the step-by-step form, set its category, variations, and prices, and it is ready to quote.
(3) Sales Quotation
Build a quotation with live stock availability, discounts, and taxes, and print it for the customer.
Create a Quotation
Customer & Line Items
Live Stock Availability
Discounts & Taxes
Price Tiers
Additional Charges
Validity Period
Quote Categories
PDF Export & Print
Pick the customer, add products (stock availability shows on each line), set discounts and validity, and print or export the PDF.
(4) Sales Order
Record the customer's order, linked to its quotation, with advance, shipping, and status.
Record an Order
Link to Quotation
Advance & Balance
Shipping Method
Order Categories
Order Status
PDF Export & Print
Pick the quotation, confirm the line items, record any advance, and track the order's status.
(5) Sales Invoice
Raise invoices that check the customer's credit limit, take goods out of stock, and post the receivable.
Raise an Invoice
Link to Order
Taxes & Discounts
Credit Limit Check
Stock Deduction on Invoice
Receivable Posting
Due Dates
Payment Status
Outstanding Summary
Invoice Categories
PDF Export & Print
Pick the order, confirm taxes and discounts, and raise the invoice. If stock is short it will not be raised, and the receivable posts once your accounts are set in Finance settings.
(6) Proforma Invoice
Give a customer the figures and terms before the sale is final.
Issue a Proforma
Link to Order
Customer & Terms
Validity Period
PDF Export & Print
Pick the order, set the terms and validity, and send the PDF. Raise the sales invoice once the customer confirms.
(7) Receipt
Record customer payments against invoices or orders, in full or in part.
Record a Receipt
Payment Mode (Check, Card, UPI, Gateway)
Link to Invoice or Order
Partial Payments
Tax Deducted
Advance Tracking
Document Upload
Finance Receipt Voucher
Pick the invoice, enter the amount and payment mode, and attach the proof of payment.
(8) Delivery Notes
Record a dispatch against an order, with courier, tracking, and the receiver's acknowledgment.
Record a Delivery
Link to Sales Order
Courier & Tracking
Dispatch Status
Place of Supply
Received By
Receiver Signature
PDF Export & Print
Pick the order, add the courier and tracking details, and print the delivery note for the receiver to sign. Stock is deducted when the invoice is raised.
(9) Credit Notes
Correct an invoice without erasing it, returning stock and reversing the receivable.
Raise a Credit Note
Link to Invoice
Reason for Credit
Amount & Tax Adjustment
Stock Restock on Return
Receivable Reversal
PDF Export & Print
Raise the credit note against the invoice and give the reason; returned stock and the receivable adjust with it.
(10) B2C Invoice
Invoices for consumer sales, with their own form and PDF.
Consumer Invoices
Stock Dispatch on Invoice
Receivable Posting
PDF Export & Print
Raise a B2C invoice at the point of sale. Stock is deducted and the receivable posts like a business invoice.
Integrations & exports
Our system seamlessly integrates with a wide range of third-party applications, enabling smooth data exchange across platforms. Whether it’s syncing with accounting software, CRMs, or analytics tools, integrations help streamline workflows and improve productivity.
Google Work Space
Google Drive
One Drive
Frequently asked
Can a quotation become an order without re-entering it?
You pick the quotation when you create the sales order, so the two stay linked.
Can we see stock availability while quoting?
Yes. Availability from Stock Management shows against each product as you build the quotation, so you don't promise what isn't there.
Do you support B2C invoices?
Yes. B2C Invoice is its own screen for consumer sales, separate from Sales Invoice for business customers.
How do we track outstanding payments?
Record receipts against invoices, including partial payments. The invoice form shows the outstanding amount.
What's the difference between a proforma and an invoice?
A proforma gives the customer the figures and terms before the sale is final. Once confirmed, raise the sales invoice for the order.
Does Sales connect to Finance?
Yes. Once your accounts are set in Finance settings, a raised invoice posts the receivable to your ledger, and recorded receipts settle it — no duplicate entry.