All Features

Sales Management

Full quote-to-cash workflow for Indian businesses

Handle every step of your sales process in one place. Create quotations, convert them to orders, dispatch goods with challans, raise GST-compliant invoices, and track payments until collection. No more switching between apps or losing track of what was quoted vs. what was billed.

7 document typesGST-compliant invoicingPartial conversionsAging analysisWhatsApp sharingCustomer ledger

What you can do

01

7 document types

Quotation, Estimate, Proforma Invoice, Sales Order, Delivery Challan, Sales Invoice, and Credit Note. Each document type serves a specific purpose in your sales cycle, and all of them are GST-ready out of the box.

02

Partial conversions

Deliver 50 out of 100 items ordered. Invoice only what was delivered. Convert any document partially or fully into the next stage. ORENX tracks what is pending so nothing slips through.

03

GST-compliant invoicing

CGST, SGST, and IGST are calculated automatically based on your place of supply. HSN/SAC codes, tax rates, and reverse charge are all handled. Your invoices are ready for GSTR-1 filing.

04

Payment collection tracking

Record payments received against invoices. Allocate one payment across multiple invoices or track partial payments on a single invoice. See exactly who owes what at any point.

05

Aging analysis

See your outstanding receivables broken down by age: 0-30 days, 31-60 days, 61-90 days, and 90+ days. Identify overdue accounts quickly and follow up before they become bad debts.

06

PDF generation and WhatsApp sharing

Generate professional PDF invoices and documents with your business details, logo, and GST information. Share them directly with customers via WhatsApp or email in a single tap.

07

Credit note management

Handle sales returns and adjustments with credit notes. Link them back to the original invoice, adjust stock automatically, and keep your GST records clean for return filing.

08

Customer ledger

Every customer gets a complete ledger showing all transactions: invoices raised, payments received, credit notes issued, and the running outstanding balance. One place to see your full history with any party.

How it works

1

Create a quotation

Start by sending a quotation or estimate to your customer with item details, quantities, rates, and applicable GST. Share it as a PDF via WhatsApp or email.

2

Convert to sales order

Once the customer confirms, convert the quotation into a sales order with one click. All item details carry forward. Adjust quantities if the customer wants a partial order.

3

Dispatch with delivery challan

When goods are ready, create a delivery challan from the sales order. Stock is deducted from your warehouse automatically. Print the challan for your delivery person.

4

Raise a sales invoice

Generate a GST-compliant tax invoice from the delivery challan or sales order. CGST/SGST/IGST is calculated based on your state and the customer's state.

5

Collect payment

Record payment received against the invoice. Support for partial payments, advance payments, and allocation across multiple invoices. The customer's outstanding balance updates instantly.

Why it matters

No more lost quotations

Every quote is saved and linked to its outcome. Know exactly which quotations converted to orders and which ones need follow-up. Stop relying on memory or scattered WhatsApp messages.

Always know who owes you money

Outstanding receivables are visible at a glance, broken down by customer and by age. Aging analysis helps you prioritize collections and manage your cash flow better.

GST filing becomes simple

Every invoice is GST-compliant from the moment you create it. When it is time to file GSTR-1 or GSTR-3B, your data is already organized and ready to export.

Complete document trail

From the first quotation to the final payment, every step is linked and traceable. If a customer disputes an invoice, you can show the full chain: quote, order, challan, invoice, payment.

Faster collections

Automated aging reports highlight overdue invoices early. Send payment reminders before small delays turn into large outstanding amounts. Track collection efficiency over time.

Try sales management in ORENX

15-day free trial. No credit card needed.