Key points
- Orders come from salesmen, phone and WhatsApp; ERP brings them into one list.
- Price lists and schemes apply automatically.
- Credit limits are checked before billing.
- Dispatch carries transport details and e-way bills.
- Collections are tracked bill by bill.
Morning: orders
Orders arrive from salesmen’s apps, phone calls and WhatsApp. In ERP they become sales orders in one list, checked against stock and the customer’s credit position.
Billing: the right price every time
- Each customer is linked to a price list: dealer, retailer or special.
- Company schemes, such as free quantity or discounts, apply on their own.
- Units convert automatically: cases to pieces, boxes to strips.
- GST is worked out from each item and the customer’s state.
Credit control
Before billing, the software checks the customer’s credit limit and overdue bills. Above the limit, billing stops or needs approval.
Dispatch
- Picking list Grouped by godown location.
- Loading sheet Grouped by route or vehicle.
- Invoice and transport details Transporter, vehicle and LR number on the bill.
- E-way bill For consignments over ₹50,000.
Afternoon: purchases
Company stock arrives. The purchase bill is entered with schemes and batches, stock goes up and input tax credit is recorded.
Evening: collections
Payments are recorded against specific bills, overdue customers are listed, and reminders go out on WhatsApp.
Month end
- GSTR-1 and GSTR-3B data exported for the CA.
- Purchases matched with GSTR-2B.
- Scheme claims prepared for companies.
- Outstanding by customer and salesman reviewed.
Trade-specific guides: FMCG, pharma, hardware and electronics distribution.