Sales Management
Sales Management takes you from quotation to cash — customer orders, delivery challans, invoices, and returns, all synced to inventory and the ledger the moment they're created.
Quotations
Send quotes that convert
into orders in one click.
Customer Orders
Every order tracked from
confirmation to delivery.
Delivery Challan
Dispatch documents tied
to stock in real time.
Sales Returns
Returns handled cleanly,
stock and ledger included.
Quote To Cash, One Flow
Quotations convert to confirmed orders in a click, and orders generate sales invoices automatically — no re-keying line items.
- ✓Quotations convert to orders instantly
- ✓Sales invoices generated automatically
- ✓Payment status at a glance
Every Shipment Tracked
Delivery challans tie directly to the originating order, so stock is deducted the moment goods actually leave the warehouse.
- ✓Delivery challans tied to orders
- ✓Stock deducted the moment goods ship
- ✓Multi-location dispatch
Know Every Customer's Balance
Customer ledgers, statements, and sales history are always current — no digging through invoices to answer a payment question.
- ✓Customer ledger & statements
- ✓Sales returns handled cleanly
- ✓Customer-wise sales reports
Sales Management is built for businesses selling to dozens or hundreds of customers at once — wholesalers, distributors, and manufacturers selling direct. Every quote, order, and invoice is tracked from first contact to final payment.
Because Sales shares one dataset with Inventory and Finance, confirming an order reserves stock automatically, and every invoice posts straight to the customer ledger — no manual reconciliation at month-end.
| Feature | Starter | Professional | Business | Enterprise |
|---|---|---|---|---|
| Quotations & orders | ✓ | ✓ | ✓ | ✓ |
| Sales invoices | ✓ | ✓ | ✓ | ✓ |
| Delivery challans | — | ✓ | ✓ | ✓ |
| Sales returns | — | ✓ | ✓ | ✓ |
| Customer ledger & statements | ✓ | ✓ | ✓ | ✓ |
| Customer-wise sales reports | — | — | ✓ | ✓ |
Yes — the moment a customer order is confirmed, the reserved quantity is deducted from available stock so you never oversell.
Yes — delivery challans can be split across multiple shipments, and the order stays open until fully delivered.
Yes — every sales invoice updates the customer ledger and revenue accounts in Accounts & Finance instantly.
Yes, on Business and above. Customer-wise and product-wise sales reports are built in and exportable to Excel or PDF.
Works Seamlessly With
Sales shares its data with these connected modules.
Inventory Management
Stock reserved the moment an order is confirmed.
Explore module OperationsPurchase Management
Reorder stock the moment it runs low.
Explore module FinanceAccounts & Finance
Every invoice posts straight to the ledger.
Explore module ProductionProduction Management
Confirmed orders can trigger job sheets.
Explore module