Sales
One order
Each document in the order flow links to the one before it.
01 Quotation
QTN-0007
Rate on record
- EN8 shaft 40 × 620 mm
- 12 × ₹32,500
- Quoted
- ₹3,90,000
Northgate Engineering · 12 × EN8 shaft
The rate is on a record, not in a chat.
The quotation holds the item, quantity, rate and customer. It is a record, not a PDF in someone’s sent mail.
02 Sales order
SO-0007
From QTN-0007
- Delivery by
- 12 Nov
- Order value
- ₹3,90,000
Northgate Engineering · 12 × EN8 shaft
The quotation becomes the order.
Nothing is typed again, so the rate and quantity cannot drift between the quote and the order.
03 Delivery challan
DC-0007
From SO-0007
- Quantity
- 12 pcs
- Vehicle
- HR 38 AB 4471
Northgate Engineering · 12 × EN8 shaft
The challan is made from the order.
When the truck is loaded, the delivery challan comes from the same sales order, not from a second spreadsheet.
04 Tax invoice
INV-0007
IRN received
- IGST
- ₹70,200
- Invoice total
- ₹4,60,200
Northgate Engineering · 12 × EN8 shaft
The IRN comes from the invoice.
The e-invoice IRN is generated from the tax invoice in Mach ERP. Nobody re-types it on the portal.
05 E-way bill
EWB 3412 0007 2291
From DC-0007
- Invoice
- INV-0007
- Value
- ₹4,60,200
Northgate Engineering · 12 × EN8 shaft
The e-way bill comes from the challan.
The e-way bill is created from the delivery challan, on the same record.
Dummy data. Harbour Tools.
Today
Agreed on WhatsApp
Typed in later
In Mach ERP
Covers
- Quotations
- Sales orders
- Delivery challans
- Tax invoices
- E-way bills for dispatch
- Dispatch
- The e-invoice IRN is generated from the tax invoice in Mach ERP. Nobody re-types it on the portal.
- The e-way bill is created from the delivery challan, on the same record.
- Each document in the order flow links to the one before it.
- Dealers and customers see their own orders. They do not see your books.
Questions
Yes. A quotation becomes a sales order. The item, quantity and customer stay on that record.
From the same sales order, not from a second spreadsheet. The e-way bill is created from the delivery challan, on the same record. The e-invoice IRN is generated from the tax invoice in Mach ERP. Nobody re-types it on the portal.
Yes. Customer balances sit on the same books as the sales order, in the same login as finance.
Sales