Sell. Invoice. Collect.Without losing the thread.
From order confirmation to payment and dispatch, every sales transaction stays connected in one unified flow.
Scroll to trace the lifecycle →
Quotation → Order
Turn a “yes”
into an order instantly.
Convert an approved quotation into a confirmed sales order without rebuilding customer, product, pricing, or tax details.
Waiting for client response. Converts to Sales Order without re-entry.
QUOTATION
QT-26090128
Customer
ABC Industries Pvt. Ltd.
Steel Rod 12mm
500 Nos
₹2,50,000
Welding Electrode
200 Kg
₹1,50,000
Safety Gloves
1000 Pairs
₹1,00,000
Total Value
₹5,00,000
Auto-converting approved quote to Sales Order...
Order Value
₹0
PI Raised
₹2,00,000
Received
₹0
Pending
₹50,000
Payment Received
75%
Proforma Invoice & Payment
Ask for an advance.
Know when it arrives.
Raise a Proforma Invoice against the order and keep every received and pending payment tied to the same transaction.
PI tied to exact sales order
Partial payments tracked automatically
Outstanding balance always visible
Sales Invoice
Order data in. Invoice out.
Invoice is auto-populated from your confirmed order — no re-entry of customer, items, or pricing.
Customer & order details auto-filled
Partial billing against same order
Payment linked, outstanding tracked
Sales Invoice
SI-26090078
Date
26 Sep 2025
Bill To
ABC Industries Pvt. Ltd.
Against Order · SO-26090125
Order Value
₹5,00,000
Invoice Amount
₹3,20,000
Received
₹2,20,000
Outstanding
₹1,00,000
Due: 26 Oct 2025
Dispatch Connection
Selling doesn't end
when the invoice is created.
Billing stays connected with actual inventory movement and dispatch.
Order
Invoice
Outward
Dispatch
Delivered
Dispatched Units
750 / 1,000
250 units pending dispatch
Complete Order Record
One order. The whole story.
Every quotation, payment, invoice, and dispatch movement logged in one unified timeline.
Sales Order Audit
SO-2026-00125
ABC Industries Pvt. Ltd.
Click step to view details
Order confirmed
₹5,00,000
PI raised
₹2,00,000
Payment received
₹1,50,000
NEFT credit verified. Allocated automatically against PI-042.
Sales invoice
₹3,20,000
Dispatch outward
750 / 1,000
Outstanding balance
₹1,00,000
Revenue Reporting
Know what is selling.
And what is still unpaid.
Track billed sales, real collections, and aging outstanding balances across orders with one continuous view.
Billed Revenue
₹0L
Realized Collections
₹0L
Outstanding Balance
₹0L
Revenue vs Collections
Hover nodes to view breakdown
Outstanding
₹8.2L
19.3% of total
Pending customer receipt
Less chasing. Less re-entry.
More control.
iTech Sarathi keeps orders, invoices, collections, and dispatch connected from start to finish.
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