One back office, switched on module by module.
Start with the order desk. Add collections, purchase bills, GST work and reports when you're ready. Every module uses the same item list, customers, rules and audit trail, so each one is quicker to set up than the last.
Status shows what works today. Beta modules are usable now; planned modules can be switched on in the app to join the early-access list.
Orders and customers
Order desk
BetaCustomer orders from any channel become checked sales orders in your ERP.
Replaces: Retyping WhatsApp, PDF, email and handwritten orders into Tally or Zoho
For: Order desk, sales coordinators
Order confirmations
BetaBuyers get a confirmation listing the items you accepted, as soon as the order is posted.
Replaces: Calling or messaging each buyer to confirm
For: Order desk
Stock and rate answers on WhatsApp
PlannedBuyers ask "is it in stock, what's my rate?" and get an answer from your ERP in seconds.
Replaces: Sales staff checking Tally and calling back
For: Sales, owner
Salesman voice orders
PlannedField staff send a voice note from the market; it becomes an order.
Replaces: Salesmen phoning orders in to the office
For: Field sales
Payments and collections
Collections and reminders
PlannedLedger statements and polite payment reminders go out on schedule, with a payment link.
Replaces: Accounts staff sending statements and chasing dues by phone
For: Accounts, owner
Bank and UPI reconciliation
PlannedReceipts in your bank statement are matched to invoices and posted.
Replaces: Matching NEFT/UPI references to invoices line by line
For: Accounts
Purchase and stock
Purchase bill entry
PlannedSupplier invoices are read, matched to your items and ledgers, and posted.
Replaces: Typing supplier bills into Tally
For: Accounts
Price list updates from circulars
PlannedA principal's PDF price circular becomes a reviewed price-list update.
Replaces: Updating hundreds of item rates by hand
For: Purchase
Delivery proof and returns
PlannedA photo of the signed challan marks the order delivered; return slips become draft credit notes.
Replaces: Filing challans and raising credit notes by hand
For: Dispatch, accounts
Reorder suggestions
PlannedA suggested reorder list from sales and stock, turned into a supplier PO on approval.
Replaces: Guessing reorder quantities from memory
For: Purchase, owner
GST and compliance
GSTR-2B reconciliation
PlannedEvery month: which suppliers' invoices are missing from 2B, and the message to send them.
Replaces: Matching the purchase register to GSTR-2B in Excel
For: Accounts, CA
e-invoice and e-way bill
PlannedIRN and e-way bills generated from your invoices through a licensed GST provider.
Replaces: Entering invoices again on government portals
For: Accounts, dispatch
Scheme and damage claims
PlannedBrand scheme circulars are read and your claims calculated from actual sales.
Replaces: Preparing claim sheets for each brand every month
For: Accounts, owner
Reports and answers
Daily report and ask-anything
PlannedAn evening WhatsApp summary, and answers to "who owes more than 2 lakh for 60 days?"
Replaces: Asking the accountant for numbers
For: Owner
Works with your software
- Tally Prime Beta
- Zoho Inventory In development
- Zoho Books Planned
- Busy Planned
- Marg ERP Planned
- SAP Business One Planned
- Odoo Planned
- No ERP: Excel export Beta
Orders from every channel
- Upload or drag and drop Beta
- Forward order emails Beta
- WhatsApp Business number Planned
- API In development