Complete SalesFrom Quotation toGST Invoice
Quotation → Sales Order → Delivery Challan → Tax Invoice → E-Way Bill → Dispatch.
8-Step Sales Workflow
CRM handles pre-sales; ERP Sales handles fulfillment, GST compliance, stock, and collections.
Lead & CRM
Capture leads, follow-ups, and pipeline stages (pre-sales)
Won → Customer
Convert won deals to Party Master for billing
Quotation (SQT)
Formal ERP quote with GST, validity, and PDF
Sales Order (SO)
Confirmed order with fulfillment & outstanding
Delivery Challan (SDC)
Dispatch goods; stock out before tax invoice
Invoice / BOS
Tax Invoice (SI) or Bill of Supply (SBS), B2B/B2C
E-Way & Dispatch
One-click e-Way; LR, vehicle, transporter board
Receipt & Notes
Collections, returns (SRN), credit/debit notes
All 9 Sales Document Types
Every voucher in the Sales module — same unified form, role-based permissions per document type.
Quotation
Estimates with GST preview, validity, and print/PDF
Sales Order
Order booking with partial fulfillment from SO lines
Tax Invoice
GST tax invoice with HSN/SAC, e-Invoice ready
Bill of Supply
Exempt or non-taxable supplies without GST charge
Delivery Challan
Goods dispatch without revenue GL; link to invoice later
Sales Return
Return goods with stock in and GL reversal
Credit Note
Reduce customer balance after billing
Debit Note
Additional debit to customer when required
Sales Journal
Non-standard sales accounting entries in Sales module
Screens From Your TimePe ERP
Illustrations use navbar brand colors: navy bar #0b3b8c, UI blue #0b3b8c, accent #f58220.
Sales list
9 document tabs, filters, bulk PDF/email, New voucher.
Unified sales form
Document details, line items, GST totals — same UI for all types.
Sales register
Date range, paid/unpaid summary, export, HSN-wise totals.
Built-In Sales Operations
Beyond vouchers — logistics, fulfillment, books, and automation included.
Dispatch & LR Board
Track LR no., vehicle, transporter, and delivery status
Order Outstanding
SO vs invoice/challan fulfillment and pending quantities
Book Types
Separate numbering series and default ledgers per book
Salesperson & Broker
Party-wise commission, brokerage TDS on transactions
AI Sales Entry
Draft sales documents from scanned or uploaded bills
Bulk B2C Invoices
Retail-style bulk B2C invoice generation
Ledger Integration That Flows
Confirming SI, SBS, SRN, SCN, or SDN posts to Chart of Accounts — customer (debtor), revenue ledger (from book type or party default), output GST, round-off, and stock/COGS where applicable. SDC moves stock only until you bill.
Example — Tax Invoice confirmed
CRM to Cash — One Connected Pipeline
CRM is for pre-sales (leads, follow-ups, CRM quotations). When a deal is won, convert to a customer party and run SO → challan → invoice in ERP Sales — with salesperson on documents and real receivables.
CRM Workspace
Leads, pipeline, follow-ups
Bridge
Won lead → Party Master
ERP Sales
SQT through SI/SBS & dispatch
GST Compliance Built In
B2B and B2C numbering, place of supply, IGST/CGST+SGST/UTGST, and GSTR-ready classification.
HSN-Wise Summary
HSN/SAC-wise break-up for returns and registers
Separate B2B / B2C Series
Numbering per invoice type on SI, SBS, and SRN
Print Templates
Standard, Modern, Professional, and GST Template 2 with PDF/email
How It Works
Configure once, sell daily, comply and collect.
Configure
Book types, voucher numbering (incl. B2B/B2C), revenue ledgers, print templates, and warehouse defaults.
Sell
Quote → order → challan → invoice or bill of supply. Pull SO lines into DC/SI; track fulfillment.
Comply & Collect
E-Way, dispatch board, GSTR-ready data, outstanding, receipts, and credit/debit adjustments.
Sales Reports
Registers and operational reports tied to live sales documents.
Related modules
Ready to close deals faster?
From quotation to dispatch — one platform, zero duplication.