Everything is ticked to start with. Untick what you do not need - a demo with fewer parts is quicker to find your way in.
Admin is always included.
Dashboard The operational dashboard and the home screen it is shown on.
Sales Quotations, sales orders, invoices and returns. Custom Rates and Discounts
Rates and discounts set for parties, party groups, items and brands, applied on the voucher. Customer Card
Discount and membership cards issued to customers, read on the sales voucher, with renewal. Customer Loyalty Points
Points earned on purchases and redeemed on later bills, by points profile. Cashier
Counter setup and the daily cash collection cycle. Touch POS
The touch-screen counter terminal for the voucher types that enable it. Direct Printing
Printing straight to a chosen printer, without the browser print dialog, through the InvoiceNET agent on the counter computer.
Purchase Purchase orders, goods receipts and supplier returns.
Inventory & Stores Stock, godowns, racks, batches and serial numbers.
Finance & Accounts Ledgers, receipts, payments, statements and reporting. Credit Control
Party credit limits and overdue checks at the voucher save, with approval of an exception.
Production Bills of material and basic manufacturing.
General Voucher The general-purpose voucher book.
Warehouse Management Bins inside a storage space, warehouse tasks and scanning, receiving and putaway, waves, picking, packing and dispatch, transfers in transit and cycle counting. Stock keeps moving on the existing vouchers.
Order Management Sales and purchase orders, and what they turn into. Purchase Order Automation
Purchase planning from stock and orders, purchase orders generated and sent to suppliers, the supplier price comparison.
Linked Transactions Pulling a voucher's lines from earlier ones, closing what is left of them with a reason, and the reports on it. Auto Set-Off
Linked items set off against each other automatically in Manage Linked Transactions.
Payroll Employees, attendance, payslips and statutory returns.
CRM Leads, opportunities, follow-ups and campaigns. CRM Bulk Messaging
Bulk e-mail, SMS and WhatsApp to leads and contacts, sent through the Communication Hub. An add-on to CRM. CRM Lead Intake
Facebook / Instagram Lead Ads, click-to-WhatsApp and website enquiry forms as leads, with assignment rules and first-response targets. An add-on to CRM. CRM Telephony
Click-to-dial from a lead, contact or deal, call pop for a known caller, every call logged with its outcome, and recordings played from the record. Works with Exotel, Knowlarity, Tata Smartflo, Jio, Twilio Voice or a custom provider. An add-on to CRM. CRM Marketing Campaigns
Campaigns, what they cost, and what they brought in - Meta ad spend pulled daily and matched to the leads and deals it produced. CRM Scoring and Assistance
Which lead to ring first: a score out of 100 with its reasons, a win probability on a deal, a suggested next action, and optional AI help with summaries, draft replies and call notes.
Communication Hub One inbox and outbox for the whole ERP: e-mail, SMS and WhatsApp both ways, the channel set-up and the address book. What a message relates to follows the modules licensed. WhatsApp
Sending and receiving WhatsApp messages through the Communication Hub: channel, templates, inbox and outbox.
AI Assistance An AI service any module may use: summaries, draft replies, tidied call notes, and questions about the software answered from its own help. Off until switched on; every request logged; the software never sends what the AI writes.
Fixed Assets Asset register, depreciation, transfers and disposal.
Document Management Document store, links and the document explorer. Voucher Line Documents
Files attached to each voucher line, carried into linked vouchers, their pictures and links on the System Print.
E-Invoicing IRN generation, e-way bills and the government portal.
Workflow Management Approval routes and the stages a document passes through.
Employee Time Management Punches, attendance and overtime.
Customer Portal Administration The desk: portal orders, deliveries, draft receipts, payments, users and catalogue.
Support Desk Answering the support requests customers raise in the portal.
Standard Reports The standard report library - day book, ledgers, stock and the rest. Report Scheduling
Reports mailed on a schedule - daily, weekly or monthly - to the people chosen.
Custom Reports Reports the customer builds themselves, and the list that runs them.
