Business Systems / Modules
Available modules, in detail
Each module can run on its own or connected to the rest. Most implementations begin with two or three and grow from there.
Catalogue
Module capability
Modules are enabled per implementation. Not every module goes into every deployment, and access is controlled by role.
Sales & CRM
Enquiries, contacts and follow-up in one place instead of scattered chats.
- Enquiry capture from calls, email and WhatsApp
- Customer and contact master with history
- Follow-up reminders and ownership
- Enquiry to quotation handover
Quotation
Build technical quotations from a priced item master, not a blank sheet.
- Item selection with pricing logic
- Revisions with version history
- Terms, validity and taxes applied automatically
- PDF output on your letterhead
Sales Orders
Confirmed orders tracked from acceptance to dispatch.
- Order creation from an accepted quotation
- Item-wise pending quantity view
- Delivery commitment tracking
- Order status visible to the whole team
Purchase & Procurement
Purchase decisions taken against demand, not memory.
- Requisition and approval flow
- Vendor master with rate history
- Multi-vendor rate comparison
- Purchase order and receipt matching
Inventory & Materials
Know what is on shelf, what is reserved and what is short.
- Item master with alternate part numbers
- Location and bin level stock
- Minimum level and reorder signals
- Stock movement audit trail
Production & Job Cards
Shop-floor work tracked on job cards your team will actually fill.
- Job card creation against an order
- Stage-wise progress capture
- Material issue against a job
- Completion and handover records
Job Work
Material sent outside is tracked until it comes back.
- Outward challan for job work
- Pending material with the processor
- Return receipt and reconciliation
- Process cost capture
Dispatch
Dispatch documents prepared from the order, not retyped.
- Packing and dispatch entry
- Challan and document generation
- Transporter and docket details
- Delivery acknowledgement tracking
Service & Warranty
Service calls, warranty status and closure in one register.
- Service call logging and assignment
- Warranty validity against a sold item
- Spare consumption on a call
- Closure notes and customer sign-off
Payments & Outstanding
Outstanding visible by customer, by age and by owner.
- Invoice-wise outstanding view
- Ageing buckets
- Follow-up log and reminders
- Receipt entry and adjustment
Document Management
Drawings, POs, invoices and approvals attached where they belong.
- Attachments on customers, orders and jobs
- Version control on documents
- Search across attached files
- Access by role
AI Automation
AI prepares the entry. Your team verifies and approves.
- PO and invoice reading into draft entries
- RFQ item extraction for quotations
- Draft email replies for review
- Follow-up drafting for overdue payments
Reports
Operational reports built around the questions owners actually ask.
- Sales, purchase and stock reports
- Pending order and pending material reports
- Outstanding and collection reports
- Export to Excel or PDF
Management Dashboard
A single live view for the owner instead of a status phone call.
- Order, dispatch and collection position
- Pending work by stage
- Role-based visibility
- Configurable tiles per business
Capability outside this list can be built as a custom module. Integrations with email, messaging and accounting systems can be discussed for your requirement.
Next step
Not sure which modules you need?
Most owners know the problem, not the module. Describe the process and we will propose the smallest scope that solves it.