Standard Sales Fulfilment
Quotation→Sales Order→Pick→Pack→Delivery Challan→Sales Invoice→Dispatch
Run the trading business. Not just the invoice.
TEZ ERP connects the complete trading cycle—from enquiry, quotation and pricing to procurement, receiving, inventory, order fulfilment, dispatch, receivables and accounting.
- Know what can be sold.
- Know what must be purchased.
- Protect the margin on every transaction.
- Control customer credit before releasing goods.
- Keep every branch, warehouse and department working from the same information.
Order management · procurement · pricing · multi-location inventory · warehouse · credit control · GST · accounting
Billing records the sale. Trading control begins much earlier.
A customer asks for a product. Before accepting the order, your team may need to know:
- Is the item available?
- At which location?
- Is it already committed?
- Can another branch transfer it?
- What price applies to this customer?
- What was the last purchase rate?
- Is the proposed selling price commercially acceptable?
- Is the customer within the approved credit limit?
- Can the order be fulfilled on time?
- If stock is short, what should be purchased—and from whom?
A standalone billing process usually begins when the invoice is created. TEZ connects the decisions before the invoice with the inventory, accounting, compliance and collection activities after it. From demand to cash. One connected trading system.
| When this happens | A billing system records | TEZ helps you control |
|---|---|---|
| A customer makes an enquiry | Customer and item details | Lead, opportunity, quotation, pricing and follow-up |
| A Sales Order is received | The eventual invoice | Stock, commitments, credit, rate and fulfilment |
| Stock is insufficient | A shortage | Transfer, indent, reorder or back-to-back purchase |
| Material arrives | A purchase transaction | Gate Pass, GRN, QC, batch, putaway and bin |
| Goods must be delivered | A Sales Invoice | Pick, pack, Delivery Challan, dispatch and transporter information |
| A customer buys on credit | A receivable | Credit limit, due date, ageing, PDC and collection follow-up |
| Goods require service | A past sale | Serial history, warranty, AMC, ticket and preventive maintenance |
| Management asks for an answer | A static report | Filtered, drill-down information across the transaction cycle |
Bring every source of demand into one fulfilment process.
Regardless of the source, the order moves into the same process for pricing, credit, stock, purchasing, warehouse fulfilment, dispatch and collection.
Many order sources. One operating record.
- CRM
- Quotations
- Sales executives
- Agent portal
- Customer portal
- B2B orders
- B2C or e-commerce orders
- Website or API integration
- BOQ or project requirements
- Repeat customer orders
- Direct Sales Orders
Pending orders should not stay buried in a list.
Prioritise by order date, delivery date, customer, value, stock, pending quantity, credit, branch and status—so you act before the customer asks.
- Ready to fulfil
- Partially available
- Awaiting transfer
- Awaiting purchase
- Awaiting approval
- Awaiting credit clearance
- Pending dispatch
- Partially billed
- Completed
One transaction journey. One connected record.
Eleven stages from enquiry to after-sales service. Click any stage to see what it captures and what it hands to the next one.
Commercial control at the desk.
Pricing, margin, stock truth, credit and compliance—each in one tab.
A trader may have several valid prices for the same item. If a customer has a contracted price, TEZ can bring that rate into the transaction automatically. Sell at the agreed price—stop depending on memory, messages and separate rate sheets.
- Standard sales rate
- Purchase rate
- MRP
- Date-effective price lists
- Customer-specific price lists
- Customer-item rate contracts
- Last transaction references
- Applicable discounts
- Quantity and commercial terms
- Promotional schemes or coupons where configured
- Multi-currency transactions where applicable
- Controlled rate changes by authorised users
Revenue without margin is activity—not performance. Your team should not need to finish the month before discovering that an order was sold at the wrong price. Sales users work quickly while management retains control over sensitive price changes, discounts and commercial exceptions.
- Customer-specific pricing
- Maintained cost and purchase rates
- Last purchase references
- Rate-change permissions
- Discount controls
- Approval requirements
- Imported-goods and landed-cost information
- Item-wise sales and purchase analysis
- Customer-wise profitability
- Item-wise profitability
- Transaction-wise profitability where configured
Stock is not one number. This distinction prevents two expensive mistakes: promising stock that is already committed, and purchasing stock the business already owns elsewhere.
| Stock view | What it tells you |
|---|---|
| Stock as per books | Quantity calculated from recorded inventory transactions |
| Physical or actual stock | Quantity counted at the location |
| Committed stock | Quantity associated with pending customer orders |
| Stock at other locations | Quantity that may be transferred instead of repurchased |
| Incoming stock | Quantity expected through Purchase Orders or transit |
| Batch or serial stock | The specific batch or unit available |
| Ageing stock | How long inventory has remained unsold |
| Reorder position | Items below the defined minimum level |
| Stock value | Financial value under the selected valuation method |
| Dispatch-ready stock | Material that has progressed through the required warehouse process |
A successful dispatch should not create an uncontrolled receivable. TEZ can consider the configured treatment of PDCs while calculating available credit and can restrict transactions when applicable limits are exceeded. Sales sees the commercial relationship. Finance sees the financial exposure. Management sees the effect on working capital.
- Credit limit
- Credit period
- Due-date calculation
- Outstanding balance
- Overdue invoices
- Invoice-wise receivables
- Unadjusted receipts
- Advances
- Post-dated cheques
- Credit and debit adjustments
- Customer ageing
- Collection history
- Purchase Order
- Vendor invoice
- Bill of Entry
- Currency
- Exchange information
- Customs duty
- Freight
- Clearing and associated charges
- Landed-cost allocation
- Item-level cost impact
Understand the complete cost of imported inventory beyond the supplier’s invoice value.
- GST accounting
- HSN/SAC
- CGST, SGST and IGST
- E-Invoicing
- E-Way Bills
- Debit and Credit Notes
- Sales and Purchase Returns
- GST reports
- Reconciliation processes
Compliance should originate from the transaction. Explore TEZ Taxation
Your documents should follow the transaction—not force the transaction.
TEZ can be configured around the documents and controls that apply to the business.
Invoice-First Fulfilment
Sales Order→Sales Invoice→Pick and Pack→Dispatch
Direct Sale
Sales Invoice→Dispatch
Back-to-Back Trading
Sales Order→Purchase Order→Receipt→Customer Fulfilment
Standard Procurement
Indent or Requirement→Purchase Order→Gate Pass→GRN→Purchase Invoice
Bill-First Procurement
Purchase Order→Purchase Invoice→Material Receipt
Inter-Location Fulfilment
Indent→Stock Transfer→Stock Acceptance→Customer Fulfilment
Sales Return
Credit Note or Return→Material Receipt→Inspection→Stock Adjustment
Purchase Return
Vendor Debit Note or Return→Material Outward→Inventory and Accounting Adjustment
Inventory and warehouse control.
Receive accurately. Store systematically. Pick correctly. Dispatch with a complete trail.
Purchase order to warehouse
Purchase Order→Transit Management→Gate Pass→GRN→Quality Check→Put List→Bin or Rack Allocation→Purchase Invoice→Vendor Payable
Physical receipt and financial billing do not always happen at the same time. TEZ lets the organisation structure the sequence around how material is actually received and accounted for.
Warehouse: inward and outward
Inward
- Material Gate Pass
- Purchase Order reference
- GRN
- Quantity verification
- Batch or serial capture
- Quality control
- Barcode identification
- Put List
- Bin and rack placement
- Purchase documentation
Outward
- Sales Order or Delivery Challan reference
- Pick List
- Batch or serial selection
- Packing List
- Carton information
- Barcode labels
- Delivery Challan
- Invoice
- Transporter details
- Vehicle and LR information
- Dispatch status
Batch, serial, expiry and barcode
- Batch Tracking
- Serial-Number Tracking
- Expiry Management
- Barcode Operations
Valuable for electronics and electrical goods, auto parts and equipment, pharmaceuticals and chemicals, food and FMCG, machinery and high-value components, warranty-controlled products and imported goods.
Physical inventory, valuation and ageing
Count. Compare. Investigate. Correct. TEZ identifies missing stock, excess stock and book-to-physical variance, with approved discrepancies handled through controlled Stock Adjustment.
- FIFO
- LIFO
- Weighted Average
- Last Purchase Price
- Purchase Price
- Manual valuation where applicable
Ageing separates:
- Fresh inventory
- Regularly moving stock
- Slow-moving stock
- Excess stock
- Potential dead stock
- Expiring stock
Returns, damage and stock exceptions
- Sales Returns
- Purchase Returns
- Damaged stock
- Rejected inward material
- Excess receipt
- Short receipt
- Wrong dispatch
- Batch or serial mismatch
- Physical-stock variance
- Stock Adjustment
- Debit Note
- Credit Note
The corrected stock and accounting position remains connected to the transaction that explains it.
Multi-location stock, indents and stock ledger
Distributed stock. Central visibility. No branch-wise stock spreadsheets.
- Companies
- Branches
- Warehouses
- Godowns
- Departments
- Stores
- Bins and racks
Indent, transfer or purchase? Stock elsewhere → indent and transfer. Not available → purchasing. Customer-specific → back-to-back PO. Minimum level → reorder alert. Same item needed at several locations → consolidate demand.
- Opening stock
- Purchase
- GRN
- Sales
- Delivery Challan
- Stock Transfer
- Physical Inventory
- Stock Adjustment
- Batch and serial movement
- Job-work movement
Reports built for action.
A report should tell you what requires attention.
- Sales and purchase trends
- Branch performance
- Product and customer performance
- Stock value
- Inventory ageing
- Receivable exposure
- Overdue customers
- Commercial profitability
- Working-capital indicators
- Pending quotations
- Pending Sales Orders
- Stock availability
- Customer pricing
- Customer outstanding
- Credit availability
- Order fulfilment status
- Sales by customer, item, region, agent or executive
- Item requirements
- Pending indents
- Reorder position
- Purchase Orders pending
- Material in transit
- Last vendor and rate
- Vendor-wise purchases
- Purchase ageing
- Pending inward
- Pending GRN
- Put Lists
- Bin and rack stock
- Pick Lists
- Pending dispatch
- Batch and serial inventory
- Physical-stock variance
- Customer outstanding
- Vendor payable
- Receivable and payable ageing
- PDC position
- GST reports
- Stock valuation
- Ledger and bill-wise details
- Cash and bank position
- Warranty expiry
- AMC renewals
- Preventive-maintenance schedule
- Open tickets
- Turnaround time
- Executive workload
- Product service history
Every report drills: Summary → Group → Item or Party → Voucher → Underlying Transaction. A report should help the user resolve the issue—not merely announce it.
Built for different trading models.
Wholesale & Distribution
Bulk orders, customer-specific pricing, credit limits, multi-location stock and route-to-dispatch control.
Retail & Multi-Store Operations
Barcode transactions, branch inventory, replenishment, central purchasing, schemes and consolidated reporting.
Electricals & Electronics
Large SKU catalogues, serial numbers, warranties, rate contracts and after-sales service.
FMCG, Food & Pharmaceuticals
Batch control, expiry visibility, rapid order fulfilment and location-wise replenishment.
Auto Parts & Components
Deep product grouping, part identification, bin locations, supplier history and warranty tracking.
Industrial & Machinery Trading
Quotation-to-order control, serial tracking, landed cost, dispatch documentation and service contracts.
Importers
Foreign-currency transactions, Bill of Entry, landed-cost allocation and inventory valuation.
Project & BOQ-Based Supply
Requirement planning, indents, staged procurement, Delivery Challans and project-related material visibility where configured.
15+ branches. 400+ users. One connected ERP environment.
Vinay Electricals and its group operations use TEZ across a large multi-location and multi-user business environment. Branches execute their responsibilities while authorised management receives consolidated visibility.
- Common masters
- Defined processes
- Location-wise stock
- Department-wise responsibility
- Role-based access
- Approval controls
- Central reporting
- Transaction accountability
More depth, when you need it.
Product master, procurement, CRM, controls and integrations
Product master: item name, alias, code or UPC, barcode, groups, brand, HSN/SAC, purchase rate, sales rate, MRP, units, MOQ, minimum stock, reorder level, batch/serial/expiry applicability, warranty, tax and branch applicability. One SKU definition. Every relevant transaction.
Procurement: Requirement → RFQ → Vendor Quotation → Comparison → Approval → Purchase Order, driven by pending orders, indents, minimum levels, stock elsewhere, POs, transit, last vendor and rate.
CRM: Lead → Follow-Up → Opportunity → Quotation → Sales Order → Invoice. Explore TEZ CRM
Controls: role, company, branch, department and voucher permissions; order and PO approvals; rate, discount and credit-limit controls; negative-stock controls; audit trails.
Integrations: websites, portals, APIs, e-commerce, payment gateways, banking, email, SMS, WhatsApp, document management, Excel and MIS alerts.
Receivables, after-sales service and configurable reporting
Send documents and reminders by Email, SMS and WhatsApp; track due dates, days overdue, bill-wise outstanding, part receipts, PDC status and follow-ups. After-sales connects serial number, warranty, AMC, service tickets, turnaround and replacement history. Reports filter by company, branch, warehouse, item, brand, customer, vendor, region, agent and period, with configurable columns, PDF and export.
What can a trading business answer in TEZ?
- What can we sell today?
- What is already committed?
- Which branch has the required stock?
- What needs to be transferred?
- What genuinely needs to be purchased?
- Which Purchase Orders are still pending?
- What is in transit?
- What arrived but has not been processed?
- Where was the material placed?
- What must be picked and dispatched today?
- Which rate applies to this customer?
- What was the last purchase price?
- Is this transaction within the permitted commercial terms?
- Has the customer crossed the credit limit?
- Which invoices are overdue?
- Does physical inventory match book inventory?
- Which batches are expiring?
- Which stock is becoming old?
- What is our closing stock worth?
- Which serial number was sold to this customer?
A trading ERP should answer these questions from the same connected system.
Sell with confidence. Stock with intelligence. Buy with discipline. Collect with control.
Bring us one real customer order. Show us the stock decision, purchase requirement, warehouse movement, dispatch process and collection challenge behind it. We will map how the complete transaction can move through TEZ.