The shop floor does not put finished goods into stock because a button turned green. Receipt waits on a QC pass. A second receipt is a no-op — stock is not doubled.
01
Confirm the sales order
Quotes do not consume stock or drive MRP. Only confirmed (and later) orders count as demand.
02
Optional: run MRP
Gross/net suggestions to purchase, produce or subcontract. The run never creates a PO or work order — you raise those from the other screens.
03
Raise the work order and job card
Planned → queued → in progress → QC. Issue raw material against the BOM separately from receipt.
04
QC pass, then receive
Only a pass unlocks receive-to-stock. Fail or rework leaves FG out of unrestricted inventory.
Procure-to-pay
Vendor → PO → GRN → IQC → unrestricted — or it stays on hold
Purchases post to purchases, not COGS. Quality-controlled receipts sit on QC-hold and cannot dispatch until incoming inspection passes.
01
Submit the purchase order
Draft, then submit. GRN is blocked until the PO is submitted. Over-receipt is rejected unless the PO says otherwise.
02
Goods receipt
Stock in at weighted-average cost. Optional lot, expiry and bin. Landed cost (freight, duty) allocates so paise sum exactly.
03
Incoming QC
Quality-controlled qty stays on hold. Pass moves hold → unrestricted with sourced movements that net to zero at the facility. Fail stays on hold; you can open an NCR.
04
Three-way match and AP
AP invoice and AP payment. Duplicate payment reference is rejected. Finance posts AP; sales & ops run vendors, PO and GRN.
Dispatch & e-way
Available stock → one consignee → confirm → invoice → e-way at threshold
Confirm is the legal step. If the GSP is down, the shipment stays blocked. An e-way bill number is never typed in to keep the UI green.
01
Pick what can actually ship
Available qty excludes QC-hold, scrap, job-worker locations and expired process lots. Quantity cannot exceed remaining-to-dispatch.
02
One consignee per dispatch
Lines for different customers become separate dispatches. Confirm posts stock out and can raise the GST tax invoice — one per consignee, idempotent.
03
E-way at the legal threshold
Required when consignment value crosses intra- vs inter-state rules. Status blocked means do not ship.
04
Route the run
The planner stitches confirmed dispatches onto one vehicle. Stops without a geo pin are listed, not dropped silently.
AR, cash, portal
Posted invoice → payment journal → or a reversing cancel
The original invoice rows are never edited. Cash, UPI, bank or the customer portal all post as new sourced journals. We never store a card or UPI credential.
01
Raise the tax invoice
HSN, place of supply, CGST/SGST or IGST. Gap-free numbers per GSTIN × financial year. Dispatch confirm can raise the same invoice.
02
Record a payment
Amount in exact rupees, mode, optional UTR. Outstanding becomes partial or paid. Duplicate gateway references must not double-post.
03
Credit note, debit note, or cancel
Each is a new document and a new journal. Cancel posts a reversing entry. The original is append-only.
04
Or the customer pays from the portal
The token is the only access control — one customer’s invoices. Pay goes through the gateway. Stubs never capture a fake payment id.
Personas
Menus hide what you cannot use. The API still rejects it.
Owner
Every module, including users and financial statements.
Finance
Invoices, payments, cash, e-way, GSTR-1, IRN, statements, AP. Not production, inventory, or dispatch.
Sales & ops
Orders, stock, production, job-work, quality, MRP, dispatch, procurement. Cannot cancel invoices, record payments, or post cash.
Driver
Assigned delivery runs on the driver app. The API still rejects anything else.
Run a flow in the demo
Pick a persona after sign-in. Finance never runs production; sales & ops never post the books.
