JAI CRM
Home Modules Procurement

Procurement

Vendors, purchase orders, goods receipts, bills and payments out — with the three-way match done for you.

Ordered120 nosReceived120 nosBilled120 nosAll three agree
What it is

The short version

Buying well is mostly bookkeeping. Knowing what you ordered, what actually turned up, what you were billed for, and whether those three agree. Businesses that lose money on purchasing rarely lose it on price; they lose it on paying for what never arrived, paying twice, and losing input credit on a bill that was filed in the wrong month.

What it does

Vendors

With their compliance documents and expiry dates, payment terms, what they actually supply, and the history of what you have bought from them at what rate.

Ordered120 nosReceived120 nosBilled120 nosAll three agree
What it does

Purchase orders

Approved before they are sent, not after the invoice arrives. An order that went out without approval is the single most common way a small business ends up with a bill it did not expect.

Pune68%Nashik44%Surat86%moved by the documents that move goods
What it does

Goods receipts

Recording what actually turned up, in what condition and how much of it — against the order, so a short delivery is visible immediately rather than at the year end.

Not due1–3031–6061–9090+What is owed, and for how long
What it does

Bills and payments

Matched against the order and the receipt, with the difference shown on the bill rather than buried. Payments out are allocated against specific bills, with TDS deducted where the section applies.

Invoice overduethe eventOwnerAccountsCustomer
Detail

Three-way matching, without a spreadsheet

Ordered, received, billed. When the three disagree you are told, on the bill, before it is paid. That is the whole control, and it is the reason purchasing software exists at all.

Detail

Input credit that survives the return

GST on purchases is captured with the HSN, the vendor GSTIN and the place of supply at the moment the bill is entered. The input credit in your 3B is then built from real bills rather than reconstructed from a folder of PDFs in the second week of the month.

Against what you do today

How this compares

E-mail and a filing cabinet

Orders go out as PDFs, bills come back as PDFs, and the matching happens in somebody’s head. It works until the volume passes what one person can hold, which is sooner than most people expect.

Accounting software alone

The bill gets recorded properly. The order and the receipt usually do not exist in it at all, so there is nothing to match the bill against — the control is missing rather than automated.

Questions people ask

Can I require approval above a value?
Yes — approval rules are part of the status flow, and who may approve is a permission rather than a convention.
What about partial deliveries?
Normal. An order can be received in several goods receipts, and what is still outstanding against the order is visible on it.

See it with your own data

Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.