Quote in minutes. Dispatch on the promised day.
Sales Desk takes an enquiry from the first call to the GST invoice and the payment reminder. Rates come from your price list, material cost comes from your latest purchase, and your margin rule is applied before the quote leaves.
| Quote | Customer | Item | Qty | Margin | Status |
|---|---|---|---|---|---|
| QT-1184 | Arvind Auto Components | PP clip 12 mm | 20,000 | 22.4% | Approved |
| QT-1183 | Shree Packaging | HDPE cap 28 mm | 50,000 | 18.1% | Sent |
| QT-1182 | Nova Appliances | ABS knob | 8,000 | 9.6% | Below margin |
| QT-1181 | Kaveri Foods | PET jar 500 ml | 12,000 | 16.9% | Won |
From the first entry to the last, in order.
Customer, item, quantity, target date.
Rate, cost and margin checked, PDF sent.
Stock reserved, production triggered if short.
Challan, invoice and e-way bill together.
Reminder, receipt and ledger update.
Built for the way a small factory or trading desk actually works.
Enquiry register
Log every enquiry with customer, item, quantity and required date. Nothing lives only in someone's phone.
Costed quotations
Price lists by customer group, material cost from the last GRN, and a minimum margin rule that warns before you underquote.
Sales orders
Convert an approved quote to an order in one click. Track ordered, reserved, produced and dispatched quantity per line.
Dispatch and delivery
Pick lists, packing slips, partial dispatches and delivery challans that update stock the moment goods leave.
GST invoices
Tax invoices with HSN, place of supply and the right CGST, SGST or IGST split, with e-invoice IRN and QR on the same screen.
Payment follow-up
Due dates from credit terms, ageing by customer, and polite WhatsApp or email reminders sent before the payment is late.
The parts that save the most time.
Pricing that knows your costs
- Customer-wise and quantity-break price lists
- Material cost pulled from the latest purchase rate
- Margin warnings before approval, not after dispatch
- Revision history on every quote
Orders you can actually track
- Line-wise ordered, reserved and dispatched quantity
- Delivery date promise checked against stock and machines
- Partial and split dispatches
- Order status shared with the customer on WhatsApp
Collections without awkward calls
- Credit limit and overdue check before a new order
- Ageing by customer and by salesperson
- Scheduled reminders from day 25, 28 and 31
- Receipts matched to invoices automatically
Sales Desk, answered.
Can I keep my existing invoice format?
Yes. Invoice, quote and challan layouts are templates. We set them up with your logo, terms and bank details during onboarding.
Does it handle customers outside my state?
Yes. Place of supply decides CGST plus SGST or IGST automatically, and export invoices under LUT are supported.
Can salespeople use it on the phone?
Yes. Enquiries, quotes, order status and customer outstanding all work on mobile.
What happens if a customer is over the credit limit?
The order is held for approval and the owner or accounts head gets a notification with the overdue amount.
Tomorrow's first order can run through one handle.
Data import help included. Your team keeps working while we set it up.