Before you start
Recommended operating sequence
- Create or verify the client master, credit context, location, and commercial details.
- Prepare pricing or a quotation, then convert or create the confirmed sales order.
- Validate products, quantities, stock, tax, credit, and any required approval.
- Send confirmed work to warehouse picking and packing.
- Assign dispatch and complete delivery with the required proof.
- Issue or review the resulting customer invoice.
- Record and allocate the receipt, advance, cheque, transfer, or configured online payment.
- Review treasury, ledger, collections, customer, and profit reporting.
Modules
Client Management
Maintain the customer master used by sales, credit, statements, visits, collections, portals, and service.
Open guide → LivePricing & Promotions
Manage customer groups, price lists, promotional rules, product scope, and price simulations.
Open guide → LiveQuotations & Sales Orders
Control quotations, sales orders, demos, approvals, fulfillment status, invoicing handoff, returns, and equal-value exchange.
Open guide → LiveWarehouse Order Preparation
Turn confirmed orders into picking, packing, package, label, and ready-for-dispatch work.
Open guide → LiveLogistics & Dispatch
Run a dispatch control tower for sales, collections, maintenance, and dental-lab shipments.
Open guide → LiveDriver Route & Proof of Delivery
Give drivers a mobile route for shipments, pickups, navigation, exceptions, collections, and policy-based delivery proof.
Open guide → LiveCustomer Invoices & Collections
Operate accounts receivable across invoices, receipts, advances, allocations, statements, online payment sync, review, and correction.
Open guide → LiveGeneral Ledger & Accounting
Provide the chart of accounts, journals, ledgers, financial reports, fiscal close controls, and immutable audit visibility.
Open guide →Verify after completion
- Confirm the final record status and generated document.
- Review the downstream module instead of assuming the handoff succeeded.
- For finance activity, verify source, treasury, and ledger context as authorized.
- Use the official correction or reversal path when an error is found.