Every order. Every dispatch. Every rupee. One system.
From confirmed sales order to final payment collection — tracked, approved, invoiced, and reconciled without a single WhatsApp follow-up.
Sound familiar?
The problems we hear most often.
Orders managed across three tools
Sales orders confirmed on WhatsApp, tracked in Excel, invoiced in Tally. No single view of what is open, dispatched, or pending payment.
Dispatch status is anyone's guess
The MD calls the store manager to check if goods have left the plant. The store manager checks a register. By the time the answer arrives, the customer has already called.
Payment follow-up is manual and invisible
Payment milestones live in a salesperson's head or a spreadsheet no one else can see. Overdue collections are discovered at month-end, not when they happen.
The workflow
How Sales works.
Sales Order Confirmed
SO created from CRM-approved quotation or directly entered. MTO or MTS branch determined automatically based on item configuration.
Inventory Reserved
For MTS orders, stock is soft-reserved immediately against the SO. Available quantity updates in real time across all locations.
Dispatch Triggered
Dispatch board updated. Delivery challan generated with HSN codes, quantities, and Ship To details. E-way bill triggered automatically on dispatch.
Invoice Raised
GST-compliant tax invoice generated automatically from the delivery challan. IGST or CGST+SGST determined by Ship To GSTIN. IRN generated via IRP for e-invoicing.
Payment Tracked
Payment milestones monitored against due dates. AR aging updated in real time. Alerts triggered on overdue collections — no manual follow-up needed.
Sales Order Confirmed
SO created from CRM-approved quotation or directly entered. MTO or MTS branch determined automatically based on item configuration.
Inventory Reserved
For MTS orders, stock is soft-reserved immediately against the SO. Available quantity updates in real time across all locations.
Dispatch Triggered
Dispatch board updated. Delivery challan generated with HSN codes, quantities, and Ship To details. E-way bill triggered automatically on dispatch.
Invoice Raised
GST-compliant tax invoice generated automatically from the delivery challan. IGST or CGST+SGST determined by Ship To GSTIN. IRN generated via IRP for e-invoicing.
Payment Tracked
Payment milestones monitored against due dates. AR aging updated in real time. Alerts triggered on overdue collections — no manual follow-up needed.
Every pending order. Every plant. One screen.
The dispatch board shows every confirmed SO pending fulfillment — with readiness status, assigned warehouse, and vehicle details. Dispatch instructions flow directly from the SO to the warehouse team. No phone calls, no re-entry.
See exactly who owes what — and since when.
AR aging updated in real time, bucketed by 0–30, 31–60, 61–90, and 90+ days. Drill from any bucket to the invoice, the original SO, and the customer ledger in one click. No export, no pivot table.
IRN generated at the moment of invoice creation.
For businesses above the e-invoicing threshold, IRN and QR code are fetched from the IRP and embedded in the invoice automatically. The signed invoice is ready for dispatch the moment it is saved — no separate upload, no third-party portal.
Capabilities
What's inside Sales.
Every feature built for Indian manufacturing. Nothing generic, nothing bolted on.
Sales Order Management
Create, approve, and track sales orders with full line-item detail — product, quantity, price, HSN code, tax, and delivery terms. Every change is version-controlled and audit-logged.
MTO / MTS Branching
Automatically route Make-to-Order items to production as work orders and Make-to-Stock items to inventory reservation. One SO can contain both — the system handles each line correctly.
Soft Inventory Reservation
Dispatch Management
A real-time dispatch board shows every pending order, its readiness status, and assigned vehicle or courier. Dispatch instructions generated from the SO — no manual re-entry in the warehouse.
Delivery Challan Generation
Delivery challans generated automatically with correct line items, quantities, and GST details from the SO. Supports returnable and non-returnable challan types as per GST rules.
2 types
Returnable & non-returnable
GST-Compliant Invoicing
Tax invoices generated with IGST or CGST+SGST computed automatically based on the customer's Ship To GSTIN and your plant's GSTIN. HSN-level tax rates applied from the item master.
E-Invoice IRN Generation
For businesses above the e-invoicing threshold, IRN and QR code generated via direct IRP integration at the time of invoice creation. No third-party tool or manual upload required.
E-Way Bill Auto-Trigger
E-way bill generated automatically on dispatch for consignments above ₹50,000. Transporter ID, vehicle number, and route captured at the dispatch stage and included in the e-way bill request.
Payment Milestone Tracking
Credit Limit Enforcement
Customer credit limits defined in the master are enforced at SO creation. Orders that breach the credit limit are blocked for approval — preventing exposure before goods are dispatched.
AR Aging
Accounts receivable aging updated in real time — bucketed by 0–30, 31–60, 61–90, and 90+ days. Drill down from aging bucket to individual invoice, SO, and customer without any export.
Returns and Credit Notes
Full scope
Everything included. No add-ons.
Every capability available from day one. No per-feature pricing.
Indian compliance
Built for Indian compliance.
Every compliance touch point specific to Sales is handled inside Mach ERP — not outsourced to a separate tool.
GST-compliant tax invoices with HSN-level tax rates and automatic IGST vs CGST+SGST determination
E-invoice IRN and QR code generation via direct IRP integration — no third-party GSP required
E-way bill auto-generated on dispatch for consignments above ₹50,000 threshold
GSTR-1 reconciliation — every invoice posted to Finance and available for return preparation without manual export
CA-reviewed architecture. Designed to withstand statutory audits.
Integrations
Works with every other module.
Data flows between modules automatically. No manual exports, no re-entry.
When you need this
You need this when…
Managing a ₹3 crore order with advance, delivery, and retention milestones
The situation
A capital goods manufacturer receives a large project order with payment split across three milestones — 30% advance, 60% on delivery, 10% after installation. In the old system, milestones were tracked in a spreadsheet maintained by one person in finance. When that person was on leave, collections stopped.
With Mach ERP
In Mach ERP, milestones are defined on the SO at creation. Finance and the sales manager both see the same dashboard. When the delivery milestone falls due, an alert fires automatically. The collection does not depend on any individual.
Preventing dispatch to a customer who owes ₹18 lakh
The situation
The dispatch team gets a pick instruction for a regular customer. No one in the warehouse knows that the customer has an overdue balance of ₹18 lakh and has been placed on credit hold by finance. Goods leave the plant. Finance finds out the next day.
With Mach ERP
Credit limit enforcement in Mach ERP blocks the SO from confirmation if the customer is in breach. The dispatch instruction is never generated until finance approves the override. The warehouse never sees a blocked order.
Filing GSTR-1 without a single manual entry
The situation
Every month, the accounts team exports invoices from Tally, cross-checks HSN codes, corrects GSTIN mismatches, and uploads to the GST portal. The process takes two days and produces errors every quarter.
With Mach ERP
Every invoice in Mach ERP is GST-valid at creation — HSN codes from item master, GSTIN validated, IRN generated. GSTR-1 data is available for review and upload directly from the system. No export, no correction cycle.
FAQ
Common questions.
Ready to see Sales built for your business?
Start with a free discovery call. No commitment, no jargon.