A catalogue, a customer directory and an order flow, with pricing and credit decided by policy rather than by whoever picked up the phone. Exports to Tally.
You can take this service on its own. There is no bundle to buy first, and a company with one service sees one service, not a half-empty platform.
Orders arrive by phone and by chat, get priced from memory, and are reconciled into Tally at month end. Nobody can say what was actually sold, at what discount, against which credit limit, until it is too late to do anything about it.
Every item below is shipped and running in production today. Where something is not built, it is not on this page.
Bring your item master in as a file, map the columns once, save the mapping, and validate before it commits.
Customers held centrally, with access requests and approvals rather than each agent keeping their own list.
Punch an order against the catalogue, amend it under control, and keep the record of what changed.
Define the stages an order moves through, record stage dates, and schedule and record delivery.
Pricing is a declarative policy evaluated the same way every time, not a discount agreed in the moment.
Customer credit limits with a preview and a decision step before an order is allowed through.
Sales teams and their targets held in the system that also holds the bookings.
Define a scheme and run it against actual bookings rather than computing commission in a spreadsheet.
Export bookings to Tally in the voucher shape Tally expects, with per-customer tax configuration.
Add Expense and Procurement and you get a gross margin, which neither service can show on its own.
See Expense & ProcurementYou can take this service on its own.
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