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Orders, Delivery, Collections & Transactions

Orders, Delivery, Collections & Transactions is a module that manages the complete sales transaction lifecycle, including orders, deliveries, collections, quotations, discounts, returns, and related financial transactions.

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basic

Discount

Discount allows applying price reductions during sales transactions based on business rules.

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basic

Salesman Damage

Salesman Damage records damaged products identified during field operations and assigns responsibility accordingly.

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basic

Quotation

Quotation allows salesmen or admins to generate price quotations for customers before confirming sales.

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basic

Collection

Collection records payments received from customers against sales invoices or as advance amounts.

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advanced

Discount in Collection

Discount in Collection allows applying discounts at the time of payment collection.

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advanced

Credit Debit Note

Credit Debit Note is used to adjust customer accounts without affecting original sales invoices.

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advanced

Collection Return

Collection Return allows reversing or adjusting previously recorded customer collections.

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basic

Advance Collection

Support advance payments and customer wallet credit flows.

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basic

Collection Management

Handle cash, bank transfer, POS, wallet, cheque, collection invoices, and collection details.

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advanced

WhatASol Integration

WhatsApp/WhatSol integration for invoice and order communication

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advanced

Delivery Run Management

Create delivery runs, assign/unassign orders, reorder stops, dispatch, fail, cancel, or complete delivery.

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advanced

Dynamic Delivery Plan Creation

Plan delivery runs dynamically by assigning orders, arranging stop sequences, and tracking each run from planned and ready to dispatched and completed.

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advanced

Order-to-Delivery Workflow

Capture order, confirm order, assign delivery run, dispatch, deliver, and create invoice.

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advanced

Previous Order Reference

Salesmen/admin can view customer previous orders while creating new orders.

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