Sales Cycle

A quote/estimate sent to a potential customer before they confirm an order.

Features

• Auto-numbered — Sequential numbering (QTN/2025-26/0001)
• Party selection — Customer autocomplete with address + GSTIN auto-fill
• Line items — Stock item picker with quantity, rate, discount, GST
• Valid Until date — Set an expiry date for the quote
• Salesperson — Assign a salesperson for commission tracking
• Terms & Notes — Free-text sections

Status Flow

DRAFT → SENT → ACCEPTED / REJECTED / EXPIRED → CONVERTED

Convert To

• Sales Order (copies items, marks quotation as CONVERTED)
• Invoice (creates invoice directly, skipping SO/DC)

A confirmed customer order that tracks fulfillment progress.

Features

• Source tracking — Links back to the originating quotation (if converted)
• Fulfillment tracking — Each line item has fulfilledQty that increments as DCs or Invoices are created against it
• Expected Date — When the customer expects delivery
• Partial fulfillment — Status automatically transitions from CONFIRMED → PARTIALLY_FULFILLED → FULFILLED

Status Flow

DRAFT → CONFIRMED → PARTIALLY_FULFILLED → FULFILLED / CANCELLED

Convert To

• Delivery Challan (copies unfulfilled qty, updates SO fulfillment)
• Invoice (creates invoice + voucher, updates SO fulfillment)

Goods dispatch document — proof that goods have been sent to the customer.

Features

• Source linking — Links to the originating Sales Order
• Transport fields — Vehicle number, transporter name, transport mode, destination
• Inventory effect — Creates OUT inventory transactions on dispatch (reduces stock)
• No accounting entry — A DC is a logistics document, not a financial one. The invoice (which may come later) creates the voucher.

Status Flow

DRAFT → DISPATCHED → DELIVERED / CANCELLED

A preliminary invoice that does NOT affect your books. Used for advance payment requests or customs documentation.

Key Differences from Regular Invoices

• No voucher is created (no accounting impact)
• No payment tracking
• Has a “Valid Until” expiry date
• Can be converted to a real invoice when accepted

Status Flow

DRAFT → SENT → CONVERTED / EXPIRED / CANCELLED

Auto-generate invoices on a schedule for subscription or retainer billing.

Configuration

• Frequency — Weekly, Monthly, Quarterly, Yearly
• Party — The customer who receives the recurring invoice
• Template items — Pre-defined line items, terms, notes
• Start/End date — When the schedule begins and optionally ends
• Next Run Date — Shows when the next invoice will be auto-generated

Each run generates a real posted invoice + voucher, just as if you'd manually created one.

Maintain selling and buying rates for stock items, with per-party overrides.

• Types — SELLING (for customers) or BUYING (for vendors)
• Per-item rates — Override the default sale/purchase price for specific items
• Party linking — Assign a price list to a party; when creating an invoice for that party, rates auto-fill from their price list
• Bulk import — Import rates from CSV/Excel
• Lookup API — /api/price-lists/lookup?stockItemId=...&type=SELLING