Features

Everything in PaySaathi, module by module

Nine modules on one set of books. Every line below is a screen in the product.

Sales

Quotation to order to challan to invoice, each one made from the last.

Documents

  • Quotations
  • Sales orders
  • Delivery challans
  • Sales invoices
  • Credit notes

On every invoice

  • Turn a quotation into an order, a challan and an invoice without retyping
  • See the linked orders, challans, receipts and credit notes on the invoice
  • Record a receipt or raise a credit note straight from the invoice
  • Print or share as PDF

Pricing

  • Price lists
  • Discounts on each line
  • Your own invoice print layout

Purchases

Purchase orders, goods receipts and supplier bills, matched to each other.

Documents

  • Purchase orders
  • Goods receipts (GRN)
  • Purchase invoices
  • Debit notes

Buying

  • PO assist
  • Orders to ship and buy in one list
  • Bills payable by supplier, with ageing

Stock

Every item, in every godown, moved by the documents themselves.

Items

  • Items, stock groups and stock categories
  • Units of measure
  • Your own custom fields on items
  • Track single units by their own details, such as a serial number

Locations

  • Stock by godown
  • Move stock between godowns with a stock journal
  • Godown stock report

Control

  • Stock count, with differences posted for you
  • Stock health: age of stock and what is not moving

Production

Bills of material, production orders, runs and job work.

Manufacturing

  • Bills of material
  • Production orders
  • Production runs that consume raw material and add finished goods
  • Job work sent out and received back

Accounts

Receipts, payments and journals, through to the balance sheet.

Vouchers

  • Receipts
  • Payments
  • Contra
  • Journal
  • Expenses
  • Pending cheques

Books

  • Chart of accounts
  • Party ledgers and statements
  • Bills receivable and bills payable, with ageing

Statements

  • Trial balance
  • Profit and loss
  • Balance sheet

GST

GST bills, e-invoice and e-way bill from the same screen.

Compliance

  • GST invoices with tax worked out for you
  • E-invoice with IRN and signed QR code
  • E-way bill with vehicle, transporter and validity
  • GST summary

Sales team

Targets, tasks and a leaderboard for the people who sell.

Team sales

  • A target for each salesman, filled by every bill
  • Leaderboard, net of returns
  • Tasks you assign and follow up
  • Customers to call, on a map: billed, not billed, inactive, lost

Staff and payroll

Attendance, shifts, leave and salary for everyone on the rolls.

Time

  • Staff records
  • Attendance punches, with ones to check
  • Shifts and roster
  • Leave
  • Sites, for staff at more than one location

Pay

  • Monthly salary and salary slips
  • Piece-rate work and work types
  • Staff bills to pay back
  • Yearly bonus
  • Gratuity

Reports and MIS

From the day’s vouchers to a 360° view of the year.

Every day

  • 360° view
  • Day view
  • Targets
  • Tasks
  • My reports

Sales and customers

  • Sales by item
  • Sales comparison
  • Trend
  • Gross profit
  • Customer analytics

Stock and money

  • Stock health
  • Godown stock
  • Movement
  • Collections
  • Receipts and payments
  • Bills receivable and payable

See the reports with sample data

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