Explore the practical tools behind finance, taxation, inventory, orders, procurement, manufacturing, banking, CRM, portals, and business automation built to work together from day one.
Features become valuable when the work stays connected.
Each TEZ capability carries the same customer, item, stock, tax and financial context into the next step reducing duplicate entry and operational blind spots.
Chart of Accounts hierarchyAccount-head masterCustom account groupingsCustomer and vendor groupingOpening balancesCash BookBank BookDay BookSales RegisterPurchase RegisterJournal RegisterVoucher RegisterCustomer LedgerVendor LedgerGroup LedgerContra, expense and journal entriesReverse entriesBill-wise receivable adjustmentBill-wise payable adjustmentAdvances and on-account transactionsPartial receipts and paymentsUnadjusted receipts and paymentsReceivable ageingPayable ageingOutstanding statementsCost Centre allocation during voucher entryProfit Centre allocationDepartment-wise accountingBranch-wise accountingIntercompany transactionsVoucher remarksSupporting-document availability searchEditing restrictions after approvalFinancial statement drill-down to voucherTrial balanceProfit and lossBalance sheetInterest calculation and postingBank charges and interest entriesTDS and TCS payment/challan processingMulti-currency managementMulti-company consolidated reportingRecurring vouchersMSME enablementThird-party branch or company paymentsCredit periods and credit limitsTransaction-level overrides
Sales Order capturePurchase Order managementQuotation managementProforma Invoice managementDelivery Challan managementGoods Receipt Note (GRN)Material IndentsMaterial in transitSales Order SummaryPurchase Order SummaryBilled, unbilled and total summary tilesApproved and unapproved ordersPending, partial and completed statusManual order closureOrder Adjustment viewPending-quantity conversionSales Order to Purchase OrderSales Order to Delivery ChallanSales Order to Proforma InvoiceSales Order to Sales InvoiceSales Order to Work OrderQuotation to Sales OrderBack-to-back purchasingPick List from Sales OrderConfigurable order templatesExcel order uploadSingle-entry order uploadOrder email dispatchOrder WhatsApp sharingStock-aware negative-stock checksStock commitment through pending Sales OrdersDelivery Challan stock-with-customer conceptUnbilled Delivery ChallansRestriction on processing unapproved ordersRestriction on quantities beyond originating orderCustomer order reference and order dateDue-date and order-value analysisMulti-currency ordersFulfillment trend analytics
Purchase & Procurement
Indents, requirement planning, PO approvals, Gate Inward, GRN, quality inspection, and vendor delivery performance.
35 CAPABILITIES
Purchase requirement calculationIndent approvalIndent to Purchase OrderIndent to Stock TransferIndent to Purchase InvoicePurchase Order generation from Sales OrderPurchase Order generation from calculated requirementVendor and last-purchase defaultsPO approval workflowRestriction on printing unapproved PORestriction on emailing unapproved PORestriction on GRN against unapproved PORestriction on invoicing unapproved POExcess purchase-quantity controlPending Purchase OrdersOverdue Purchase OrdersPartial receipt trackingMaterial in transitGate InwardGRN against POGRN against vendor challanPending PO retrieval during GRNGRN barcode printingGRN Put ListMandatory QC readingsQC-based invoice restrictionQC-based Delivery Challan restrictionExcess GRN quantity controlReceived but unbilled goodsGRN to Purchase InvoiceGRN to Credit NoteGRN to Delivery ChallanGRN to Stock TransferVendor delivery performancePurchase rate variance
Gate Pass, Packing & Dispatch
Vehicle entry, carton-wise packing, barcode generation, gate pass controls, transport details, and bulk dispatch tracking.
32 CAPABILITIES
Vehicle InwardVehicle OutwardVehicle arrival and departure timeMaterial InwardMaterial OutwardOpen, closed and all Gate Pass viewsGate Pass against Purchase OrderGate Pass against returnGate Pass to GRNGate Pass barcodeOutward against Sales InvoiceOutward against Delivery ChallanOutward against Debit NoteCarton number trackingCarton-wise quantityBatch-controlled packingMulti-entry packingPacking barcode generationOpen dispatchesDispatched transactionsDelivery confirmationReceived date trackingTransporter detailsLR number and dateVehicle number loggingBoxes and carton countGross and tare weightFreight trackingBulk dispatchExcel dispatch updateAutomatic customer dispatch emailTransporter-wise and vehicle-wise reports
Manufacturing
Multi-level BOM, multi-process production planning, work orders, job work, shop-floor QC, and material yield analysis.
42 CAPABILITIES
Raw-material detailProduction expense headsFinished and semi-finished goodsMultiple BOMsBOM quantity scalingProduction routingProcess MasterResource MasterProcess BOMMulti-process productionProcess stagesMachine allocationResource allocationProcess-level input and outputProcess-level completionPartial process completionProcess pending quantityProcess-level QCQC parameters and specificationsMandatory QC sign-offProduction Plan against pending Sales OrdersProduction Plan against Work OrdersRaw-material availabilityMaterial-shortage identificationWork Order statusWork Order to IndentWork Order to Stock TransferWork Order to Production VoucherJob Work OrderMaterial sent to job workerStock with job workerJob Work Delivery ChallanJob Work GRNProduct receipt from job workerJob Work adjustment historyProduction barcodeFinished-goods QCExpected-versus-actual outputExpected-versus-actual consumptionConsumption varianceYield reportingProduction reports by item, process, machine and period
Banking & Collections
Direct bank feeds, ICICI banking API, automated bank reconciliation, payment gateway, and smart collections automation.
24 CAPABILITIES
Bank MasterBank feedsICICI payment integrationFetch bank statement via APIInitiate approved paymentsAutomatic bank-statement importCSV and XLS statement importManual reconciliationAutomatic reconciliationMatched and unmatched entriesCheque printingCheque bounce trackingGateway payment link generationAutomatic gateway receiptGateway processing fee accountingGateway refundsGateway transaction statusReceipt auto-adjustmentPre-due receivable remindersOverdue remindersConfigurable reminder frequencyPDC remindersAgent and branch escalationBank reconciliation drill-down
Fixed asset register, depreciation schedules under Companies & IT Acts, maintenance ticketing, and asset disposal.
12 CAPABILITIES
Asset registerAsset allocation and utilisationMaintenance schedulingAsset ticketingDepreciation calculation (Companies Act)Depreciation calculation (Income Tax Act)SLM and WDV depreciation methodsAsset valuation and historyAuto journal postingAsset depreciation analyticsAsset valuation reportsAsset disposal and scrap management
RFQ
Request for quotation creation, automated vendor distribution, quotation comparison sheets, and price trend intelligence.
8 CAPABILITIES
RFQ creationRFQ distribution to vendorsVendor quotation captureQuotation comparison analyticsPrice trend intelligenceApproval workflowProcurement closureDirect conversion to Purchase Order
Vendor Portal
Supplier collaboration, order acknowledgment, dispatch upload, quotation submission, and pending supply visibility.
10 CAPABILITIES
Accept Purchase OrdersUpdate expected deliveryUpload supplier invoicesUpload dispatch and consignment documentsSubmit quotation against RFQTrack pending supplyView payment status and liabilityDownload purchase order copiesProcurement-team messagingVendor performance rating
Customer Portal
Customer self-service for order placement, invoice retrieval, ledger visibility, payment receipts, and ticket logging.
10 CAPABILITIES
Create and punch orders onlineView and print sales ordersView and download tax invoicesReal-time delivery updatesView account ledgerView outstanding billsMake online invoice paymentRaise support complaintsTrack ticket statusSelf-service statement analytics
Agent & Dealer Portal
Dedicated operational portal for distributors, dealers, and sales agents to punch orders and track commissions.
8 CAPABILITIES
Agent & dealer loginOrder punching on behalf of customerDealer inventory visibilityCommission statementsTarget versus achievementPayment collection loggingOrder fulfillment trackingOutstanding bill follow-up
Employee Portal
Workforce self-service for punches, leave requests, payslip downloads, expense claims, and company announcements.
Direct digital commerce, stock-aware online catalog, payment gateway checkout, and multi-marketplace sync.
12 CAPABILITIES
Product display from Item MasterStock-aware online availabilityOnline customer registrationOnline ordering storefrontPayment gateway checkoutAutomatic order creation in TEZAutomatic payment and receipt updateAmazon marketplace order consolidationFlipkart marketplace order consolidationShopify store integrationWooCommerce integrationCentralized inventory sync across channels
Cost Centres
Expense tagging, departmental budgets, multi-dimensional allocations, and cost variance monitoring.
8 CAPABILITIES
Cost-centre definitionMulti-level cost-centre hierarchyExpense capture during voucher entryBudget management by cost centreCost allocation across departmentsVariance monitoringDepartmental expense reportsCost-centre ledger and trial balance
Profit Centres
Business unit revenue allocation, margin targets, divisional P&L, and unit profitability analytics.
7 CAPABILITIES
Profit-centre definitionRevenue allocation during billingProfit centre financial targetsDepartment and business unit performanceUnit profitability analyticsMargin performance reportsDivisional Profit & Loss statement
Budgeting & Variance
Annual and quarterly financial budgeting, real-time expenditure caps, and variance analytics against actuals.
8 CAPABILITIES
Annual and quarterly budget creationAccount-head wise budget allocationCost-centre and branch budgetingBudget versus actual variance trackingRevised budget estimatesExpense cap warnings during entryUnbudgeted expense approval workflowManagement variance reporting
Reusable approval matricesMulti-tier approval hierarchiesAmount-based approval thresholdsRole-based approval rightsDedicated approval workspacePending approval alertsApproval remarks and audit logRestriction on printing unapproved vouchersRestriction on emailing unapproved vouchersRestriction on downstream action for unapproved vouchers
Business Automation
Event-driven business rules, automated operational escalations, scheduled reports, and smart notifications.
15 CAPABILITIES
Rules based on organizational hierarchyTransaction-created alertsTransaction-edited alertsTransaction-deleted alertsApproval notification triggersDispatch notification alertsE-Way Bill generation alertsReceipt and payment alertsOwner, branch, agent and party recipient matrixReceivable reminder sequencesPDC reminder sequencesBirthday and anniversary automationHelp Desk ticket escalationAMC renewal automationLow-stock automated reorder alerts
Communication & Chatbots
Omnichannel messaging via WhatsApp, SMS, and Email, dynamic message templates, and conversational transaction bots.
11 CAPABILITIES
WhatsApp Business Cloud APIWhatsApp Chatbot for customer queriesTransaction Bot for order creationDynamic voucher fields in messagesSMS gateway templatesEmail templates with attachmentsWhatsApp templates with PDF invoicesEmail delivery historySMS delivery logsWhatsApp interaction historyScheduled dashboard and report delivery
Voucher attachmentsCentral document listDocument quick searchSearch by voucher typeSearch by party nameSearch by company and branchDocument preview in browserDownload, print and email attachmentsDocument storage utilization trackingShoe-box document captureDocuments awaiting voucher linkagePO, invoice, GRN and BOE attachmentsSupporting-document availability filter
Granular role-based permissions, voucher-level rights, IP restrictions, user audit trails, data locking, and recycle bin.
25 CAPABILITIES
User MasterReusable Role MasterCompany-wise permissionsBranch-wise permissionsDepartment-wise permissionsVoucher-wise permissionsReport-wise permissionsField-level restrictionsRate-change rightsDiscount limitsDate-entry rightsRole-based dashboard accessComprehensive audit trailUser activity logsLogin historyEmail, SMS and WhatsApp logsIP-address restrictionsFinancial period and data lockingEditing restrictions after approvalRecycle Bin for deleted transactionsDeleted-transaction recoveryMulti-company access rightsExternal CA accessPassword policy and forgot-password controlAccount and communication balance monitors
Master Data Management
Comprehensive organizational masters, party masters, regional hierarchies, multi-address support, and GSTIN-based creation.
26 CAPABILITIES
Company MasterBranch MasterDepartment MasterPlace and regional hierarchyAccount GroupAccount HeadCustomer MasterVendor MasterEmployee MasterBank MasterCash Customer MasterCustomer GroupInventory GroupInventory ItemCost Centre MasterCurrency and exchange ratesPayment Mode MasterBrand MasterAgent and Executive mappingMultiple addresses per partyMultiple GST registrations per partyCentralized master updatesMaster copy across companiesExcel master importCSV master exportGSTIN-based customer and vendor creation
Feature availability and optional modules vary by plan. We will map the right combination around your users, entities, locations and operating requirements.