CRM
Convert opportunities and accepted quotations into customer orders.
TEZ ERP · ORDER MANAGEMENT
From the first customer requirement
From the first customer requirement
to final delivery, collection and closure.
TEZ ERP connects every order with stock, purchasing, production, warehouse, dispatch and finance.
Capture, fulfil, dispatch and track every order through one connected process.
ONE ORDER.•EVERY ACTION.•NOTHING LEFT DISCONNECTED.
ORDER MANAGEMENT IS MORE THAN ORDER ENTRY
Entering the order is the first step—not the final control.
A serious Order Management system must answer the hard operational and commercial questions behind every commitment:
- Where did the order originate?
- What exactly did we promise?
- Has the commercial offer been approved?
- Is the required stock available?
- Is that stock already committed?
- Can another branch fulfil it?
- Must anything be purchased or produced?
- Has the material passed quality control?
- Has it been picked and packed?
- Has it been invoiced and dispatched?
- Has the customer received it?
- Has payment been collected?
CONNECTED PROCESS CONTROL
TEZ keeps these answers connected to the original order.
No matter where the order begins, it enters one controlled process.
CAPTURE ORDERS FROM EVERY CHANNEL
One order system—irrespective of where demand begins.
Customer requirements may originate from different teams, platforms and commercial channels. TEZ can bring applicable orders into a common order-management process from:
Agent Portal
Allow authorised agents to submit and track orders relevant to them.
Customer Portal
Allow customers to place requirements and access applicable order information.
B2B Orders
Receive distributor, dealer, institutional and business orders.
B2C E-Shop
Connect applicable online consumer orders with billing, stock and fulfilment.
Website & API
Accept orders from connected websites, applications and other authorised systems.
BOQ
Convert project or quantity requirements into commercial and fulfilment transactions.
Manual & Excel Entry
Enter an individual order directly or upload larger order datasets through Excel.
A COMPLETE CONNECTED WORKFLOW
Every commercial and operational action stays linked.
One workflow can branch according to how the order must be fulfilled, while the original requirement remains traceable across sales, procurement, and manufacturing.
Customer Order Journey
From first enquiry to bank reconciliation
CRM / Portal / Website / BOQ
→
Quotation
→
Sales Order
→
Commercial Approval
→
Stock, Credit & Fulfilment Check
→
Purchase / Production / Transfer
→
Proforma / Delivery Challan
→
Pick List & Packing List
→
Sales Invoice / POS Billing
→
E-Invoice & E-Way Bill
→
Dispatch & Delivery
→
Payment Gateway / Receipt / PDC
→
Bank Reconciliation
Procurement Journey
From requirement indent to vendor payment
Indent / Sales Order / Requirement
→
Purchase Order Generation
→
Purchase Order Approval
→
Vendor Communication / Portal
→
Transit & Gate Inward
→
GRN
→
Quality Control (QC)
→
Put List / Stock Acceptance
→
Purchase Bill
→
Payment Approval
→
Payment / Banking API
→
Vendor Reconciliation
Production Journey
From order forecast to finished goods availability
Sales Order / Forecast
→
Production Plan
→
Work Order
→
Multi-Process BOM
→
Material Indent / Stock Transfer
→
In-House Production / Job Work
→
Production Voucher
→
Finished-Goods Quality Control
→
Stock Availability for Fulfilment
One workflow can branch according to how the order must be fulfilled, while the original requirement remains traceable.
QUOTATION MANAGEMENT
Convert an opportunity into a controlled commercial offer.
Create quotations directly or from applicable CRM opportunities with full commercial and compliance context.
Maintain complete commercial quotation details:
- Customer
- Customer enquiry reference
- Bill-to address
- Ship-to address
- Company
- Branch
- Department
- Place or region
- Sales executive or agent
- Quotation date
- Validity date
- Item or service
- Description
- Quantity
- Unit
- Rate
- Item-wise discount
- Overall discount
- GST and cess
- Freight
- Packing and forwarding
- Additional commercial charges
- Currency and exchange rate
- Terms and conditions
- Supporting documents
- Narration
Select an item by its name, alias or UPC and automatically bring its description, rate, unit, HSN and tax information into the quotation.
QUOTATION CONTROL
Know what was quoted, what converted and what still requires follow-up.
Quotation list summaries provide leadership and sales executives live visibility across open commercial offers.
Quotation list summaries can show:
- Total quotation value
- Billed value
- Unbilled value
- Number of quotations
- Customer
- Sales executive
- Region
- Quotation date
- Validity date
- Amount
- Conversion status
Filter, search and sort quotations by company, branch, department, region, customer group, agent, number, date, amount, item, quantity or status.
Quotation→Sales OrderorSales Invoice→Carried Forward
Automatically
The selected information is carried forward instead of being entered again.
SALES ORDER MANAGEMENT
Record exactly what the customer ordered and what you committed to supply.
A Sales Order maintains the complete commercial, inventory and delivery context in one verified record.
Maintain complete commercial and fulfilment context:
- Customer
- Customer purchase order number
- Customer order date
- Bill-to address
- Multiple ship-to addresses
- GSTIN
- State and place of supply
- Company
- Branch
- Department
- Sales executive or agent
- Order date
- Committed due date
- Item
- HSN
- Description
- Quantity
- Default or alternate unit
- Rate
- Discount
- Tax
- Freight
- Additional charges
- Inclusive or exclusive tax
- Currency & exchange rate
- Terms and conditions
- Supporting documents & narration
Customer, address, tax, agent and due-date information can be populated from the Customer Master. Item descriptions, rates and taxes populate from the Item Master or the last transaction.
FAST SALES ORDER ENTRY
Designed for people processing orders all day.
TEZ reduces repetitive entry through smart defaults, auto-lookups, and bulk utilities.
- Automatic voucher numbering
- Customer search by name or alias
- Item search by name, alias or UPC
- Customer defaults
- Multiple saved addresses
- Default sales rates
- Last-customer transaction rates
- Customer-specific pricing
- Automatic HSN and tax
- Default and alternate units
- Barcode-driven item selection
- Copy previous order
- Copy discounts across item lines
- Copy tax rates across item lines
- Keyboard shortcuts
- Save and continue
- Excel upload
- Single-entry upload
- User-defined fields
- User-defined line information
- User-defined accounting charges
Advanced functionality remains available without making routine entry unnecessarily complicated.
CONFIGURABLE SALES ORDER FORMS
Adapt the order to the information your business requires.
TEZ supports configuration at multiple commercial and operational levels.
User-Defined Fields
Add order-level information such as project, delivery instruction, tender reference or commercial classification.
User-Defined Item Fields
Add line-level information such as specification, colour, size, drawing number or customer part code.
User-Defined Accounts
Add charges such as packing, forwarding, delivery, insurance or handling and post them to relevant ledgers.
Batch & Serial Controls
Enable batch or serial-number information where the product requires strict unit traceability.
Create different Sales Order print templates using configurable HTML formats.
SALES ORDER APPROVAL
An unapproved order should not quietly become a commercial commitment.
TEZ clearly distinguishes approved and unapproved Sales Orders across the organization.
Configurable controls prevent an unapproved order from being:
- Printed
- Emailed
- Converted into a Sales Invoice
- Converted into a Purchase Order
- Converted into a Delivery Challan
- Converted into a Proforma Invoice
- Converted into a Work Order
This is stronger than simply placing an approval label on the order. Approval determines whether the order can move forward.
COMMERCIAL APPROVAL RULES
Direct the exceptional order to the right authority.
Approval conditions can be designed around multi-dimensional commercial and operational thresholds:
- Order value
- Customer
- Customer group
- Discount
- Selling rate
- Margin
- Credit limit
- Overdue receivables
- Payment terms
- Item
- Quantity
- Stock shortage
- Branch
- Department
- Sales executive
- Delivery commitment
Routine orders continue quickly. Commercial exceptions are held for appropriate review.
STOCK-AWARE ORDER MANAGEMENT
Physical stock is not always available stock.
An item may physically exist in the godown but already be committed against another approved customer order.
TEZ considers live demand and supply information:
- Current stock
- Branch-wise stock
- Department-wise stock
- Pending Sales Orders
- Proforma Invoice commitments
- Delivery Challans
- Purchase Orders in the pipeline
- Material in transit
- Expected GRNs
- Stock available at another location
- Production in progress
Configurable negative-stock controls consider pending orders so users do not repeatedly promise the same quantity. Know the stock. Know commitments. Know what remains available.
SALES ORDER SUMMARY
See which orders can be executed before opening every order.
TEZ Sales Order Summary brings together live execution readiness across the order book.
- Pending customer orders
- Ordered items
- Ordered quantity
- Stock in hand
- Proforma Invoice commitments
- Purchase Orders in the pipeline
- Pending quantity
- Order date
- Due date
- Order value
- Fulfilment readiness
Orders that can be fulfilled completely are highlighted distinctly. Orders that can be fulfilled only partially are separately identified. Sort by order number, order date, due date or order value.
When an invoice is generated, the availability position refreshes immediately. A live fulfilment decision—not a static order register.
ONE-CLICK ORDER FULFILMENT
Move from decision to action immediately.
From the Sales Order, authorised users create downstream documents without re-keying data:
Purchase Order
Create a back-to-back Purchase Order for items required specifically for the Sales Order.
Proforma Invoice
Issue a commercial document for advance collection before final billing.
Delivery Challan
Send material where site installation, demonstration or billing takes place later.
Sales Invoice
Convert pending Sales Order quantities into a compliant tax invoice.
Work Order
Create manufacturing instructions for products that must be produced.
Pick List
Generate warehouse instructions for precise material selection.
The new document is prefilled with relevant information from the Sales Order.
PENDING-QUANTITY CONVERSION
Carry forward what remains—not what was originally ordered.
When a partially processed Sales Order is converted, TEZ brings pending items and quantities into the next document.
- Ordered quantity
- Converted quantity
- Delivered quantity
- Invoiced quantity
- Cancelled or closed quantity
- Pending quantity
This protects the user from accidentally processing the full original quantity again. The Sales Order closes only to the extent processed or manually authorised.
ORDER STATUS
Simple statuses that communicate the real position.
Separate commercial approval from fulfilment progression.
Pending
The order has been approved but has not yet been processed downstream.
Partial
Only part of the order has been fulfilled or invoiced; balances remain open.
Completed
The complete ordered quantity has been dispatched and invoiced.
Manually Closed
The remaining quantity is no longer required and has been closed by an authorised user.
A partially fulfilled order does not disappear merely because one invoice was raised.
ORDER ADJUSTMENT VIEW
Open one order and see every document created against it.
The Adjustment view shows every document linked to the Sales Order:
- Proforma Invoices
- Delivery Challans
- Sales Invoices
- Purchase Orders
- Work Orders
- Returns
- Credit Notes
- Other adjustments
Order→Linked Document→Qty Processed→Qty Pending
This explains exactly how an order reached its current status.
PROFORMA INVOICE
Confirm commercial value without losing the future billing trail.
Create a Proforma Invoice from the Sales Order carrying forward customer, addresses, items, quantities, rates, taxes, freight, terms and attachments.
Proforma Invoices can be:
- Printed or generated as PDF
- Emailed or shared through WhatsApp
- Used to print a Pick List
- Converted into a Sales Invoice
- Converted into a Delivery Challan
- Tracked as pending, partial or completed
The list clearly distinguishes billed, unbilled and total commercial value.
DELIVERY CHALLAN MANAGEMENT
Track goods delivered before final billing.
TEZ supports Delivery Challans for businesses that supply, install, demonstrate, process or move goods before raising the final tax invoice.
Track complete dispatch and challan parameters:
- Customer
- Delivery address
- Challan date
- Item
- Quantity
- Batch or serial number
- Transporter
- Vehicle
- LR number and date
- Boxes
- Weight
- Freight
- Pending quantity
- Billed quantity
- Unbilled quantity
One or more Delivery Challans can be consolidated into a single Sales Invoice.
STOCK LYING WITH THE CUSTOMER
Physical location and accounting ownership are not always the same.
A Delivery Challan moves goods physically to the customer without transferring ownership through an invoice.
TEZ retains this crucial accounting distinction: goods remain part of the organisation’s closing stock while identified as physically lying at the customer site.
Delivery Challans are considered during negative-stock checks while billing, according to configuration.
Gives the business both views: Stock as an accounting asset • Stock by its physical location.
DELIVERY CHALLAN CONTROLS
Control quantity, compliance and final billing.
Ensure delivered goods do not slip through without proper financial invoicing.
- Restrict quantity beyond originating order
- Generate Sales Invoice
- Generate GRN where applicable
- Generate Debit Note for damaged material
- Generate E-Way Bill
- Print Packing List
- Print configurable templates
- Track pending, partial and completed status
- Review linked adjustments
- Identify billed and unbilled challans
- Export and report challan data
The system keeps delivered-but-unbilled material visible until financial closure.
SALES INVOICE & POS BILLING
Convert fulfilment into compliant billing.
Sales Orders, Proforma Invoices and Delivery Challans flow into Sales Invoices without repetitive data entry. Counter-based POS billing is also fully supported.
The Sales Invoice connects the order directly with:
- Stock movement
- Customer receivable
- Revenue accounting
- GST
- E-Invoicing
- E-Way Bill
- Dispatch
- Payment gateway
- Receipt
- Credit Note
- Bank reconciliation
Commercial, inventory, taxation and accounting records originate from the same single transaction.
GST & ORDER COMPLIANCE
Compliance begins with correct order and invoice information.
Customer GSTIN, branch state, place of supply, HSN, tax rate and taxable value flow seamlessly into the commercial transaction.
- CGST, SGST & IGST
- Cess
- Inclusive and exclusive tax
- HSN summary
- E-Invoicing (IRN generation)
- E-Way Bills
- GSTR-1 reporting
- GSTR-3B reporting
- GSTR-2A/2B reconciliation
- Credit and Debit Note impact
The system determines interstate or intrastate tax treatment automatically from transaction parameters.
DISPATCH MANAGEMENT
Billing should not be the end of order visibility.
Once the sales invoice is prepared, it immediately appears in Dispatch Management for logistics execution.
Record and update transit metadata:
- Transporter
- LR number
- LR date
- Vehicle number
- Number of boxes
- Weight
- Freight
- Company voucher number
- Dispatch date
- Delivery status
- Received date
The transaction moves from open to dispatched when info is saved. Delivery completion is recorded upon customer receipt.
BULK DISPATCH & CUSTOMER
COMMUNICATION
Process high-volume dispatch without high-volume repetitive work.
Accelerate dispatch operations across multiple vehicles, transporters and consignees.
- Dispatching multiple invoices together
- Grouping invoices by transporter & vehicle
- Bulk dispatch updates through Excel
- Automatic customer email notifications
- Dispatch status tracking
- Delivery confirmation tracking
Communicate order updates through Email, SMS, WhatsApp and Customer Portal.
The customer remains informed without requiring a manual phone call for every dispatch.
PICK LIST
Tell the warehouse exactly what to pick.
Generate a Pick List directly from applicable Sales Orders or Proforma Invoices.
- Customer
- Order reference
- Item
- Quantity
- Batch
- Serial number
- Branch
- Department
- Godown
- Bin or rack
- Required date
- Special instructions
The warehouse sees its operational requirement clearly without needing to interpret complex commercial pricing documents.
PACKING MANAGEMENT
Track what went into every carton.
TEZ Packing Management maintains granular carton-level packing records with batch and serial integrity.
- Customer
- Company & Branch
- Department
- Order number
- Carton number
- Packing date
- Item
- Batch number
- Quantity
- Rate & Amount
- Supporting documents
Filter entries by Order, Item, Carton, Company, Branch, Department or Date. Generate barcodes against packed material.
Batch information preserves end-to-end traceability between stock, packing, and dispatch.
GATE PASS MANAGEMENT
Connect physical entry and exit with the ERP document.
Record vehicle and material movement at the physical factory or warehouse gate.
Vehicle Inward & Outward
Maintain arrival and exit timestamps for transport vehicles entering the premises.
Material Inward
Create inward records against Purchase Orders and Sales Returns; seamlessly convert into GRN.
Material Outward
Create outward gate passes against pending Sales Invoices, Delivery Challans, and Debit Notes.
Connected Security
Security and stores teams select the originating ERP transaction rather than keeping disconnected logbooks.
INDENT MANAGEMENT
Convert an internal requirement into an authorised fulfilment action.
Departments, branches, stores and production teams raise Indents for operational requirements.
Raise indents for:
- Production requirements
- Maintenance
- Internal consumption
- Branch replenishment
- Customer order fulfilment
- Operational supplies
Maintain requesting company/branch/department, destination branch/department, item, quantity, date, purpose and remarks.
An Indent records demand accurately without prematurely changing physical stock.
INDENT-TO-ACTION
Buy it, transfer it, issue it or produce it.
From an approved Indent, authorised users immediately trigger appropriate downstream transactions:
Stock Transfer
Fulfil the requirement from stock already available in another branch or godown.
Purchase Order
Procure the required material from an approved vendor.
Purchase Invoice
Record direct procurement where material and invoice arrive together.
Sales Invoice
Bill internally requested or supplied material where commercial recovery applies.
The Indent retains pending, partial and completed quantities and shows all transactions created against it.
STOCK TRANSFER & ACCEPTANCE
Stock should leave one location before it enters another.
TEZ enforces dual-handshake stock movement between Companies, Branches, Godowns, Stores and Departments.
Issued (Origin)→In Transit (Visibility)→Stock Accepted
(Destination)
The issuing location records the stock transfer. The destination records Stock Acceptance when material is physically received. During transit, material remains visible as stock in transit.
Each stage remains separately identifiable and accountable.
GOODS RELEASE
Control when material is authorised to leave custody.
Goods Release acts as an operational gate before material moves into transfer, production, job work or customer fulfilment.
Provides an essential checkpoint of authorisation between the administrative requirement and physical warehouse release.
Prevents premature dispatch or unapproved factory floor material consumption.
PURCHASE ORDER GENERATION
Turn calculated requirements into vendor orders.
Purchase requirements originate directly from business demand:
- Pending Sales Orders
- Approved Indents
- Production BOM shortages
- Reorder level triggers
- Stock shortage alerts
- Back-to-back customer orders
- Direct procurement
TEZ prefills Purchase Orders from the originating requirement, eliminating duplicate entry and preserving traceability.
PURCHASE ORDER MANAGEMENT
Control every vendor commitment.
Maintain complete vendor procurement agreements and commercial terms:
- Vendor & vendor reference
- Company, Branch & Department
- PO date & expected delivery date
- Delivery location
- Item & description
- Quantity & unit
- Rate & discount
- Tax, freight & additional charges
- Currency & exchange rate
- Payment & delivery terms
- Terms and conditions
- Attachments
Purchase Orders can be printed, converted to PDF, emailed, shared through WhatsApp, uploaded via Excel, and tracked by status.
PURCHASE ORDER APPROVAL
Do not let an unapproved purchase commitment move forward.
Enforce governance before procurement commitments reach vendors.
Configurable restrictions prevent an unapproved PO from being:
- Printed
- Emailed
- Converted into a Purchase Invoice
- Linked to a Sales Order
- Converted into a GRN
Control whether purchased quantities may exceed original requested indent quantities.
Only approved procurement results in vendor communication, receipt or financial liability.
VENDOR PORTAL
Give vendors controlled access to the information relevant to them.
Enable direct collaboration with external suppliers without compromising internal security:
- Purchase Order access
- Order acknowledgement
- Expected delivery confirmation
- Dispatch & consignment details
- Supporting documents & test certificates
- Pending supply visibility
- Commercial messaging
- Payment status visibility
Vendors participate directly in the supply workflow without access to internal ERP records.
PURCHASE ORDER SUMMARY
Calculate purchasing from demand, stock and incoming supply.
The PO Summary brings together complete net requirement variables:
- Pending Indents
- Pending Proforma Invoices
- Pending Sales Orders
- Current stock in hand
- Pending Purchase Orders
- Material in transit
- Pipeline quantity
- Required purchase quantity
- Previous vendor
- Last purchase rate
Click the required quantity to begin creating a Purchase Order prefilled with details from the last purchase.
Know what is required. Know what is already coming. Buy only the balance.
TRANSIT MANAGEMENT
Track ordered material before it reaches stock.
Maintain live visibility into goods travelling between vendor, branch, warehouse or processing unit.
- Vendor or party
- Purchase Order reference
- Origin & Destination
- Dispatch date & expected date
- Item & quantity
- Transporter & vehicle number
- LR number & documents
- Receipt status
Pending POs flow into Transit Management. Upon arrival, related GRNs or Purchase Invoices are generated with complete audit trails.
GOODS RECEIPT NOTE
Record what physically arrived without assuming that it has been accepted or billed.
GRN captures raw physical arrival across various inward sources:
- Against a Purchase Order
- Against a vendor Delivery Challan
- Before receiving the Purchase Bill
- From external Job Work
- Through Gate Pass Inward
- Through Transit transactions
Capture vendor, PO, challan, arrival date, ordered vs received quantity, batch, serial, expiry, transporter, vehicle, LR, boxes and freight.
The GRN remains distinct from accepted usable stock and financial bills.
THREE DISTINCT RECEIPT EVENTS
Arrival, acceptance and billing are not the same event.
TEZ strictly segregates inward stages to safeguard financial and inventory integrity.
Material Arrived
Vehicle and goods reached the premises and passed gate entry.
Inspected & Accepted
Quantity passed QC inspection and is released into usable inventory.
Vendor Bill Recorded
Vendor invoice verified against PO and GRN, posting financially to AP.
Identifies: Material awaiting QC • Material received not accepted • Material accepted not billed • Billed with qty variance • Rejected awaiting Debit Note.
GRN QUALITY CONTROL
Do not allow unverified inward material to move silently into the next stage.
Record Quality Control readings directly against the GRN before stock release.
TEZ configurable policies restrict:
- GRN printing until mandatory QC readings are completed
- Purchase Invoice generation until QC passes
- Delivery Challan generation until QC passes
Ensures the next document cannot be created merely because material physically landed at the loading bay. QC reports can be printed for compliance.
GRN QUANTITY CONTROL
Decide whether excess receipt is allowed.
Control whether received quantity may exceed Purchase Order quantity.
- Excess receipt permitted within tolerance %
- Excess receipt held for supervisory review
- GRN quantity strictly restricted to PO balance
Prevents unplanned excess inventory accumulation and incorrect vendor over-billing.
GRN ACTIONS
Turn receipt into the correct next transaction.
From the GRN, authorised users trigger immediate downstream operations:
- Print Put List
- Print item barcode labels
- Add QC inspection readings
- Generate QC report
- Create Purchase Invoice
- Create Credit Note for defective/short material
- Create Delivery Challan
- Create Stock Transfer
- Review linked adjustments
- Close remaining quantity
- Export or upload data
- Track pending, partial & completed status
Related documents clearly document how the GRN was processed.
PUT LIST
Move accepted material to the correct storage location.
Generate a Put List to direct inward material systematically from unloading to storage racks.
- Originating GRN
- Item & description
- Batch number
- Serial number
- Accepted quantity
- Branch & Department
- Target Godown
- Target Bin or Rack
- Pending put-away quantity
Receiving and storage become connected, trackable steps instead of disconnected manual notes.
BARCODE-ENABLED RECEIPT &
PACKING
Scan where manual identification creates delay.
Deploy barcodes to accelerate throughput and eliminate human error in high-volume operations.
- Identifying incoming shipments
- Printing barcode labels from GRN
- Batch and serial number tracking
- Put-away bin verification
- Picking verification
- Packing carton verification
- Physical stock audit scanning
- High-speed counter billing
Reduces repetitive typing and wrong item dispatches in fast-paced warehouses.
PURCHASE BILL
Connect vendor billing with the order and receipt behind it.
Create Purchase Bills from Purchase Orders or GRNs carrying forward pending quantities automatically.
Verify multi-way commercial match:
- Purchase Order quantity
- GRN received quantity
- Accepted quantity
- Rejected quantity
- Purchase Bill quantity
- Purchase Order agreed rate
- Billed invoice rate
- Pending quantity
- Pending bill value
The Purchase Bill posts the vendor accounts payable liability and updates inventory valuation and tax ledgers.
PAYMENT REMARKS & PAYMENT
APPROVAL
Keep commercial payment instructions with the liability.
Maintain payment remarks and route disbursements through structured approval matrices before release.
- Vendor profile
- Purchase Order reference
- Purchase Bill liability
- Due date
- Amount payable
- Debit Notes deduction
- Advances adjusted
- Payment remarks & instructions
- Approval tier status
- Bank account or payment method
Only authorised disbursements proceed to the final banking stage.
PAYMENT & BANKING API
Complete the procurement cycle without breaking the trail.
Approved vendor payouts flow seamlessly into banking payment rails and automated API integrations.
- Vendor master
- Purchase Bill
- Outstanding invoice reference
- Company & Branch
- Bank account
- Authorisation log
- Payment date
- Bank reconciliation status
Procurement, accounts payable and corporate banking share one unified liability and payment trail.
IMPORT ORDER MANAGEMENT
Manage imported purchases beyond the Purchase Order.
TEZ Bill of Entry functionality manages foreign procurement, customs compliance, and complex landing costing.
- Foreign vendor & origin country
- Port of loading & port code
- Customs House Agent (CHA)
- Forwarder details
- Packages & gross weight
- Purchase Order & supplier invoice
- Bill of Lading
- Authorised Dealer (AD) code
- Currency & exchange rate
- Item & HSN
- Assessable value
- Freight, insurance & charges
DUTIES & LANDED COST
Know the complete cost of imported material.
Capture every import duty and statutory surcharge to calculate actual inventory cost:
- Basic Customs Duty (BCD)
- Social Welfare Surcharge (SWS)
- IGST on Imports
- Additional Customs Duty
- Education Cess
- Special Additional Duty (SAD)
- Countervailing Duty (CVD)
- Other statutory cess
- Ocean/Air Freight
- Marine Insurance
- CHA & clearing expenses
- Exchange rate fluctuation impact
Cost decisions reflect real landed cost—not merely the foreign supplier’s invoice price.
DEBIT NOTES & CREDIT NOTES
Keep commercial exceptions linked to the underlying order.
Generate adjustments with full audit links to the originating sales or purchase voucher:
- Purchase returns
- Sales returns
- Damaged goods in transit
- Rejected inward material
- Short supply adjustments
- Excess billing corrections
- Rate differences
- Quantity differences
- Customer warranty returns
- Vendor debit claims
Debit and Credit Notes remain irrevocably linked to the transaction responsible for the commercial discrepancy.
PAYMENT GATEWAY & RECEIPTS
Connect the customer order with the money collected.
Customer invoices connect directly with multiple collection methods:
- Payment gateway integration
- Cash counter receipts
- Bank NEFT/RTGS/IMPS receipts
- Advance customer receipts
- Part payments
- On-account adjustments
- Bill-wise collection allocation
- Credit Note offsets
- Post-dated cheques (PDC)
The customer order journey stays visible all the way through billing, collection, and bank deposit.
POST-DATED CHEQUE MANAGEMENT
Record future collections and payments before they reach the bank.
Track incoming and outgoing post-dated cheques to maintain accurate cash-flow forecasts.
- Customer or vendor account
- Company, Branch & Department
- Cheque number & date
- Cheque amount
- Drawn-on bank & branch
- Remarks & linked vouchers
Empowers collection planning, vendor payment scheduling, liquidity visibility, and automatic receipt generation on clearance.
BANK RECONCILIATION
Complete the trail from order to cleared money.
Customer receipts and vendor disbursements reconcile automatically against live bank activity.
- ERP book entry
- Bank statement transaction
- Value clearance date
- Unmatched receipts
- Unmatched payments
- Bank charges & fees
- Interest credits/debits
- Timing differences
The order-to-cash and procure-to-pay lifecycles conclude in fully reconciled financial ledgers.
ORDER-LINKED PRODUCTION
If the item is unavailable, decide whether to buy it, transfer it or make it.
A Sales Order for a manufactured item contributes directly to production planning without manual handoffs.
The Sales Order flows immediately into:
- Production Plan
- Work Order generation
- BOM explosion
- Material Indents
- Stock Transfers
- In-house manufacturing
- Job Work processing
- Production Vouchers
- Finished-goods QC
Production remains linked to actual customer demand instead of being managed on separate spreadsheets.
PRODUCTION PLANNING AGAINST ORDERS
Plan what must be made from what is already promised.
Production scheduling dynamically evaluates shop-floor realities against customer commitments:
- Pending Sales Orders
- Existing open Work Orders
- Active shop-floor production
- Finished-goods stock on hand
- Raw-material availability
- BOM component requirements
- Production due dates
Helps production planners distinguish immediate committed customer demand from general stock-building runs.
WORK ORDERS
Convert the production requirement into authorised work.
A Work Order issues authorised execution instructions to factory teams.
- Finished or semi-finished item
- Required batch quantity
- Bill of Materials (BOM)
- Production routing sequence
- Process stages
- Machine & workstation
- Production department
- Raw-material requisition
- Planned start & completion date
- Responsible team & supervisor
From the Work Order, teams generate Material Indents, Stock Transfers, and Production Vouchers until the order is complete.
MULTI-PROCESS BOM
Track production through every required operation.
Where a product passes through sequential operations, TEZ maintains stage-wise integrity:
- Process sequence order
- Input raw material / WIP
- Output yield quantity
- Machine & tooling assignment
- Labour & energy resource
- Departmental routing
- Process scrap & loss
- Completed quantity per stage
- Pending quantity per stage
- In-process QC checkpoints
Completion of an initial stage does not incorrectly assume completion of the entire product route.
JOB WORK
Control material sent outside for processing.
TEZ Job Work maintains tight governance over external sub-contractors:
- Job worker identity
- Material issued & challan
- Quantity issued
- Stock lying with job worker
- Expected finished item
- Expected return date
- GRN upon inward return
- Received quantity
- Pending balance with vendor
- Conversion loss tracking
Track whether Job Work is pending, billed, closed or completed with complete regulatory compliance.
PRODUCTION VOUCHER & FINISHED-GOODS
QC
Record what was consumed, what was produced and what passed inspection.
Production Vouchers accurately capture raw-material consumption and finished output yields.
Finished-Goods Quality Control verifies output meets all required technical specifications before releasing it for customer fulfilment.
Material Consumed→Production Voucher→FG QC
Check→Available in SO Summary
Accepted manufactured stock flows back into the Sales Order Summary as executable inventory.
PHYSICAL INVENTORY & STOCK
ADJUSTMENTS
Order fulfilment depends on the stock actually available.
Reconcile physical warehouse stock counts against ERP ledger balances.
- Stock as per system
- Stock physically counted
- Missing / shortage quantity
- Excess / surplus quantity
- Approval reason code
- Audit ledger adjustments
Controlled adjustments correct approved discrepancies while retaining complete reason trails. Updates immediately reflect in fulfilment decisions.
STOCK & ORDER AGEING
Time matters for both inventory and commitments.
Identify slow-moving stock, overdue commitments, and bottlenecked documentation:
- Inventory stock ageing
- Pending Sales Order ageing
- Purchase Order ageing
- Unbilled Delivery Challan ageing
- GRN ageing awaiting bill/QC
- Dispatch transit ageing
- Receivable ageing
- Payable ageing
Ageing reports pinpoint documents and stock that have remained unacted upon beyond acceptable business thresholds.
ACTION-ORIENTED ORDER REPORTING
A report should tell you what requires attention now.
Act while the order, delivery, or collection can still be protected.
Sales Exceptions
Orders awaiting approval • Overdue orders • Stock shortages • Orders needing procurement • Orders needing production • Margin exceptions.
Procurement Exceptions
Unconverted Indents • Unapproved POs • POs overdue • Delayed transit • Excess/short receipt • GRNs awaiting QC • Unbilled GRNs.
Fulfilment Exceptions
Ready not picked • Picked not packed • Packed not dispatched • Challans unbilled • Invoices undispatched • Dispatches unconfirmed.
Financial Exceptions
Overdue invoices • Unadjusted receipts • PDCs approaching due date • Payments awaiting approval • Unreconciled bank entries.
SALES ORDER REPORTS
Every order from every useful perspective.
Comprehensive operational, commercial, and executive reporting:
- Sales Order Summary
- Pending Sales Orders
- Approved vs Unapproved Orders
- Billed vs Unbilled Orders
- Partial Orders
- Completed Orders
- Overdue Orders
- Due-Date Schedule
- Fulfilment Readiness
- Stock Shortage Against Orders
- Item-Wise Pending Orders
- Customer-Wise Orders
- Customer Group-Wise Orders
- Agent-Wise Orders
- Region-Wise Orders
- Branch & Department Orders
- Order Value Analysis
- Order-to-PI Analysis
- Order-to-Challan Analysis
- Order-to-Invoice Analysis
- Order-to-Purchase Analysis
- Order-to-Production Analysis
- Order Cycle-Time Analysis
PROCUREMENT REPORTS
Know what must be purchased and what remains unresolved.
End-to-end procurement and vendor performance metrics:
- Purchase Order Summary
- Open Purchase Orders
- Approved & Unapproved POs
- Pending PO Quantity
- Overdue Purchase Orders
- Item-Wise Pending Purchases
- Vendor-Wise Purchase Orders
- Indent-to-PO Analysis
- Sales Order-to-PO Analysis
- PO-to-Transit Analysis
- PO-to-GRN Analysis
- GRN-to-Purchase Bill Analysis
- Received but Unbilled Material
- QC-Pending GRNs
- Rejected Material Report
- Excess & Short Receipt
- Vendor Delivery Performance
- Purchase Rate Variance
- Import BOE & Landed Cost
WAREHOUSE & DISPATCH REPORTS
Give stores and logistics their own operating workspace.
Dedicated logistical and warehouse execution analysis:
- Pending Pick List
- Order-Wise Picking
- Pending Packing
- Carton-Wise Packing
- Batch-Wise Packing
- Pending Put List
- Awaiting Stock Acceptance
- Stock in Transit
- Stock with Customer (Challan)
- Stock with Job Worker
- Open Dispatches
- Transporter-Wise Dispatch
- Vehicle-Wise Dispatch
- Undelivered Dispatches
- Delivery Confirmation Pending
- Gate Inward / Outward Logs
- Return & Replacement Status
DASHBOARDS FOR EVERY ROLE
One system. Different operating priorities.
Role-specific consoles displaying live operational KPIs:
Sales
New orders, pending quotes, orders due today, credit exceptions, conversion rates, executive value.
Procurement
Required purchase quantity, unconverted indents, pending PO approvals, vendor delays, transit status.
Warehouse & Production
Ready to pick, pending packing, put-away queues, pending Work Orders, process completion, FG QC.
Finance & Management
Unbilled challans, unbilled GRNs, receivables, PDCs, total order book, executable value, order cycle time.
Every tile opens directly into the underlying transactions behind the KPI number.
CONFIGURABLE REPORTING
Build the view your role requires.
Tailor filters, columns, sorting, and layouts to match your workflow.
Filter by any operational dimension:
- Company
- Branch
- Department
- Customer
- Customer Group
- Vendor
- Region Hierarchy
- Agent
- Item
- Brand
- Voucher Number
- Due Date
- Quantity
- Status & Dispatch Status
Add or remove columns, rename headers, pin preferred layouts, save frequent views, export to Excel, and schedule automated email alerts with strict role-based access.
DOCUMENT MANAGEMENT
Keep the evidence with the transaction.
Attach supporting evidence directly to ERP vouchers to eliminate paper chasing:
- Customer enquiries & POs
- Quotations & proposals
- Technical specifications
- Engineering drawings
- Vendor quotations & POs
- Delivery Challans
- GRN & QC test reports
- Bill of Entry & Bill of Lading
- Transport LR & packing lists
- Tax Invoices & receipts
Users reviewing the order access evidence directly without searching emails or paper binders.
BUSINESS AUTOMATION
Let routine transactions move without routine chasing.
Configure automated triggers across your supply chain:
- Order acknowledgement triggers
- Approval routing escalations
- Customer & vendor notifications
- Order due-date warnings
- Stock shortage alerts
- PO delay notices
- Dispatch notifications
- Delivery confirmations
- Payment & PDC reminders
- Automated scheduled reports
Delivered automatically via Email, SMS, WhatsApp, Chatbot, Transaction Bot, Portals, and REST APIs.
COMPLETE TRACEABILITY
Follow the order from demand to money.
Start with any order and traverse the connected operational chain:
Source→Commercial→Availability→Warehouse→Compliance→Delivery→Finance→Analysis
CRM → Quotation & SO → Stock / PO / Production → Pick, Pack, Put → GST & E-Way → Challan, Gate, Dispatch → Invoice, Receipt, Bank Recon → Profitability.
A summary is useful. A traceable summary is significantly more powerful.
WHAT CAN YOUR TEAM ANSWER IN TEZ?
Right now.
Instant clarity across 28 fundamental operational questions:
- Where did this order originate?
- Has it been approved?
- What did we promise the customer?
- What is the committed delivery date?
- Can we fulfil it completely?
- Can we fulfil part of it?
- What stock is already committed?
- Which branch holds required material?
- Should we transfer, purchase or produce?
- Has an Indent been raised?
- Has the Purchase Order been approved?
- Is material in transit?
- Has it reached the gate?
- Has the GRN been made?
- Has QC been completed?
- Has material been accepted into stock?
- Has it been put into the correct bin?
- Has customer order been picked & packed?
- Which carton contains the product?
- Has the invoice been raised?
- Has the E-Way Bill been generated?
- Has it been dispatched?
- Has the customer received it?
- Has payment been collected?
- What quantity remains pending?
- Which document changed the status?
- Why is this order still open?
TEZ keeps every single answer inside the connected order record.
SIMPLE TO USE. DIFFICULT TO LOSE
CONTROL.
The business may be complex. The next action should remain simple.
TEZ brings together every stage of your order lifecycle into one cohesive, modern environment:
- CRM
- Quotations
- Portals
- B2B/B2C Orders
- Sales Orders
- Purchase Orders
- Proforma Invoices
- Delivery Challans
- Stock Commitments
- Indents
- Stock Transfers
- Acceptance
- Production Planning
- Work Orders
- Multi-Process BOM
- Job Work
- GRNs
- QC
- Put Lists
- Pick Lists
- Packing
- Gate Pass
- Dispatch
- GST & E-Invoicing
- BOE
- Receipts & Payments
- PDC & Bank Reconciliation
- Alerts & Automation
The simplest route from customer demand to delivery and money.
Capture every order.
Control every commitment. Complete every fulfilment.
CRM & Quotations
Agent, Customer & Vendor Portals
B2B & B2C Orders
Sales Orders
Purchase Orders
Proforma Invoices
Delivery Challans
Stock Commitments
Indents
Stock Transfers
Stock Acceptance
Production Planning
Work Orders
Multi-Process BOM
Job Work
GRNs
Quality Control
Put Lists
Pick Lists
Packing
Gate Pass
Dispatch
GST & E-Invoicing
BOE & Landed Cost
Receipts & Payments
PDC & Bank Reconciliation
Analytics, Alerts & Automation
TEZ ERP helps your organisation know: What was ordered. What can be supplied. What must be purchased. What must be produced. What is awaiting approval. What has been received. What has passed QC. What has been picked and packed. What has been billed. What has been dispatched. What has been delivered. And what remains pending.
The simplest way to manage the complete journey from demand to delivery and money.