Fast ERP runs the whole commercial cycle for manufacturers: capture an enquiry, quote it, turn the approved quotation into an Order Acceptance, dispatch on a delivery challan and raise a GST invoice reconciled back to the order — with CRM tickets, IVR and click-to-dial on the same customer master. Cloud and on-premise.
Quote-to-cash is one connected chain of documents. Each stage carries the customer, item and price forward, and the released Order Acceptance drives the BOM and production plan and, through shortages, the procure-to-pay cycle.
A sales enquiry is captured against the customer and followed up until it is won or dropped, with pre-sales status moving from enquiry received through to order received. When it is time to price, you raise a quotation, hold it in the pending queue, line up alternative versions on the quotation comparison dashboard and approve the winning offer. Because the quotation, the customer and its terms all live on the same document engine, an approved quote flows straight into an Order Acceptance without re-keying a single line.
An Order Acceptance is the confirmed sales order. It is created in draft, checked and released, and from that moment it becomes the hub of the workflow: a BOM-against-OA explosion feeds production and, through shortages, procurement; the material plan is built off it; and later the invoice is reconciled against it. Development OAs and component or child OAs handle new-part introductions and sub-assemblies, so make-to-order and repeat business run through the same confirmed-order spine — across discrete, automotive and project manufacturing alike.
Before anything leaves, a pre-dispatch inspection gates the goods, so only accepted quantity goes out. Dispatch decrements stock through the shared store ledger and prints a delivery challan (DC) against the OA. The invoice then applies GST from the tax and HSN masters, prints the statutory breakup and renders the total as an amount in words. Finally the OA-vs-invoice view lays ordered, dispatched and billed quantities side by side, so partial and over-billing surface per order — and both dispatch and invoice post to Tally as sales vouchers.
Sales and CRM share one customer master, so every enquiry, quotation, order, dispatch, invoice and service ticket sits on a single customer 360 view. Complaint and service tickets are logged, followed up against an SLA and can spawn a root-cause or 8D when a defect recurs. KooKoo cloud IVR with Skype click-to-dial auto-logs inbound and outbound calls against the enquiry, order or ticket they belong to, so a caller's whole history is on screen before the phone is answered — and the complaint dashboard keeps the open queue and feedback trends in one place.
Capture customer enquiries against the party master and follow them up, with pre-sales status running from enquiry received to order received.
Raise quotations, hold them in the pending queue, compare versions on the comparison dashboard and approve the winning offer in one place.
Create and release the confirmed sales order, with BOM-against-OA, Development OA and component/child OA variants driving the plant.
Gate goods with pre-dispatch inspection, then dispatch on a delivery challan (DC) against the OA, decrementing stock through the store ledger.
Raise GST invoices with statutory breakup and amount in words, then reconcile ordered, dispatched and billed on the OA-vs-invoice view.
Log complaint and service tickets on a customer 360 view, with KooKoo IVR and click-to-dial auto-logging every call to the right record.
A sales desk run on inboxes and spreadsheets loses status, reconciliation and history. Here is what a documented quote-to-cash cycle changes. New to ERP? Read what is ERP software?
Quote-to-cash is the full sales cycle on one engine: an enquiry is captured and followed up, a quotation is raised, compared and approved, an Order Acceptance (OA) is created and released, the released OA drives BOM and production, goods pass pre-dispatch inspection and go out on a delivery challan, and a GST invoice is raised and reconciled against the order. Each step is a numbered document that carries the customer, item and price through, so nothing is re-keyed.
A quotation is a priced offer you can raise, compare and approve. An Order Acceptance is the confirmed sales order — once the customer places the order, the approved quotation becomes an OA, created in draft and released for execution. The released OA is the hub of the workflow: it drives the BOM-against-OA explosion for production and, through shortages, the procure-to-pay cycle, and later it is what the invoice is reconciled against.
Every invoice is raised against a released Order Acceptance, so the system compares what was ordered with what has been billed. The OA-vs-invoice view shows ordered quantity, dispatched quantity and invoiced value side by side, so partial and over-billing are visible per order rather than discovered at month-end. It closes the sales loop the same way accounts and finance closes it on the purchase side.
Yes. Invoices apply GST from the tax and HSN masters, print the statutory breakup and render the total as an amount in words in Indian rupees. Delivery challans, C-Form and e-way-bill data are supported for Indian statutory fit, and dispatch and invoice post to Tally as sales vouchers so accounts stay in step with sales — the same fit that SME manufacturers rely on.
The CRM shares the same customer master as sales, so enquiries, orders, dispatches, invoices and service history sit on one customer 360 view. Complaint and service tickets are logged, followed up and can spawn a root-cause or 8D, and KooKoo cloud IVR with click-to-dial auto-logs calls against the enquiry, order or ticket they belong to.
Live demo on your sales workflow — your customers, your quotes, your OA and GST invoice format. No generic slideshow.
