Sales

Quotation to cash, with the ledger keeping up

Quotations become orders, orders become dispatches, dispatches become invoices — and outstanding is tracked against the customer, not against a spreadsheet.

In the Inventory and Manufacturing plans

Taking the order

Quotations

Price an enquiry before it becomes an order, with an expiry date, and convert it in one step.

Credit and counter sales

Invoice now and collect later, or take a walk-in cash sale — each opening in a workbench tab, so several sales can be in progress at once.

Credit you decide

Paying later is open only to customers with credit terms on their record, within those terms. A new customer starts with none.

Stock reserved on order

An order reserves its stock, so what you promise is what you hold.

Barcode upload

Turn a scanner file into sale lines.

Dispatch

Dispatch modes

Postal, courier, electronic, digital and service — each with its own rules. A courier dispatch needs its tracking number; digital and service lines do not wait for a van.

Stock leaves on dispatch

Dispatch raises and approves the goods issue itself, taking the stock out of its department and bins.

Packing slips and freight letters

A packing slip for postal bundles and acknowledgement letters for lorry and rail consignments.

Returns, not cancellations

A dispatched order is returned on its own document, so stock and books both see it.

Pricing and invoicing

Offers and discount schemes

Promotions and configured schemes, applied at order time — not percentages typed in by hand.

Agent attribution

Every order carries its agent, with a top-agents ranking on the dashboard.

Exports and SEZ

Exports under LUT, SEZ supplies with or without payment, and deemed exports, each taxed as it should be.

Invoices and the e-invoice sheet

Tax invoices against dispatched orders, and the e-invoice bulk-upload sheet built from them.

Outstanding against the customer

Every invoice lands in the customer’s finance sub-ledger, so what is owed is one number.

Reports and channels

Sales reports

Sales day book, cash and credit sales, quotations, the order journal, packing slips and freight letters.

Fourteen dashboard widgets

Orders received, pending dispatch, sales trend, top items, top cities and more, with a chart picker.

More channels

Channel pipelines and the Government e-Marketplace upload are add-ons.

Works with

See plans and prices

Request a demo

See Tathven Agentic ERP running on
your own numbers

Tell us what you run today. We will show Tathven Agentic ERP working on a sample of your own data, then send a written scope and quotation — not a brochure.