Quotations, Orders & Invoicing
Type the order once. Let it flow to dispatch, invoice and Tally.
In many businesses the same order is typed into a quotation in Word, an order register in Excel, a delivery challan and finally a Tally invoice. Each copy is a chance for a wrong rate, a missed item or a delay.
What you'll see every day
Demo dataOrders pending dispatch
Order value this month
Average quote turnaround
Discount approvals pending
Sound familiar?
What this fixes
- Quotation, order, challan and invoice are created separately by different people.
- Rates and discounts are checked on WhatsApp with the owner before every quote.
- Dispatch doesn't know an order is confirmed until someone calls.
- Invoices are made days after dispatch, delaying collections.
Quote to cash
- Quote generated from customer price list
- Discount above 5% routed to owner for one-tap approval
- Order confirmed and stock reserved
- Invoice created in Tally; customer notified on WhatsApp
Capabilities
How it works
Quotations from price lists
Customer-specific rates, GST, freight and validity applied from rules, with approval required only above a discount limit.
Quote-to-order conversion
An approved quote becomes an order in one step, with stock availability checked before commitment.
Dispatch and challans
Pending dispatch list by date and location; delivery challans generated from the order.
Invoices into Tally
Sales vouchers are pushed to Tally for your accounts team to review, so books stay where your CA expects them.
Related
Works with
- TallyKeep Tally as your book of accounts. Connect it to sales, collections, inventory and dashboards.
- WhatsAppSend reminders, quotes and approvals on WhatsApp — and capture replies back into the record.
- SAPExtend SAP Business One or S/4HANA with mobile approvals, WhatsApp workflows and owner dashboards.
- ZohoConnect Zoho CRM, Books or Inventory with Tally, WhatsApp and the rest of your operations.
Used by
- ManufacturersConnect orders, raw material, job work, production and dispatch to the Tally books your CA already trusts.
- DistributorsDealer orders, credit limits, schemes and collections in one place — so growth doesn't mean more outstanding.
- TradersFast quotations, margin per deal, stock across godowns and tight credit control for high-volume trading.
FAQ
Quotations, Orders & Invoicing FAQs
Will invoices still be created in Tally?
If you want them to be, yes. Many businesses prefer Tally to remain the book of accounts. Invoices can be prepared upstream and posted to Tally as vouchers for review.
Can quotations follow our existing format?
Quotation layouts are configured during implementation to match your current format, letterhead and terms.
Does this generate e-invoices or e-way bills?
E-invoicing and e-way bill generation depend on your existing setup (Tally, a GSP or your ERP). We connect to that process rather than replace it; specifics are scoped during the audit.
Find out where your business is losing time and money.
We'll map your current systems, identify manual bottlenecks and show what can be automated.
Free, no obligation. 45–60 minutes with someone who understands Tally, GST and how MSMEs actually run. Prefer WhatsApp? Message us.