Sales Integration
Automates sales invoicing, revenue recognition, and credit control. Enhances accuracy across the entire order-to-cash cycle.
Proforma to Sales Invoice Integration
Convert approved proformas into sales invoices instantly with synchronized customer, product, tax, and pricing details for accurate revenue posting.
- Auto proforma → invoice conversion
- Pricing & tax mapping
- Instant GL impact
Revenue Recognition & Posting
Recognize revenue based on delivery, billing, or milestone rules and post entries automatically to ensure correct financial reporting.
- Rule-based revenue timing
- Milestone-based recognition
- Automated posting to GL
Discount & Commission Accounting
Apply discounts, incentives, and sales commissions automatically with accurate accounting representation in financial statements.
- Discount rule integration
- Commission payouts posting
- Incentive-based profitability
Customer Credit Limit Control
Monitor customer credit exposure in real time by validating outstanding balances before billing to minimize financial risks.
- Credit block rules
- Outstanding balance checks
- Risk-based credit alerts
Sales Return & Credit Note Posting
Process returned goods and generate credit notes with automated financial adjustments that ensure accurate receivable balances.
- Return-to-invoice linkage
- Auto credit note generation
- Customer balance adjustment
Delivery & Dispatch Integration
Sync dispatch and delivery confirmations with financial postings to ensure accurate revenue recognition and real-time inventory adjustments.
- Delivery-based posting
- Dispatch tracking sync
- Inventory reduction automation
Sales Tax & Compliance Sync
Apply accurate GST/tax rules for sales billing and ensure transaction-level compliance with automated reporting and audit support.
- GST/Tax rule mapping
- Invoice-level compliance
- Return-ready tax summaries
Sales Profitability & Margin Analysis
Analyze sales margins, product profitability, and customer-level contribution to support strategic decisions and revenue optimization.
- Margin calculations
- Customer & product profitability
- Revenue trend dashboards