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
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