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Home Release notes Invoices, bills and challans move their goods in and out of stock

Invoices, bills and challans move their goods in and out of stock

Stock moved only when goods were shipped or received under Inventory, which most businesses never do, so a sent invoice left its goods on the shelf and a bill never brought anything in. Now the documents themselves move the goods, once, on the phone as on the desktop.

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What changed

🧾

A sent invoice takes its goods out

Sending an invoice or a bill of supply takes its stocked goods out, unless they already left on its sales order or its challan. Shipping it afterwards records the dispatch without taking them out twice. Stock can go below nil, and shows in red.

📥

An opened bill brings its goods in

Opening a purchase bill brings its goods in at the bill’s cost, unless they already came in on its purchase order or by a goods receipt. Cancelling the bill takes them out again.

📦

Receive on a purchase order reaches stock

Receive on a purchase order now writes a goods receipt, so the goods are in stock and cannot be received a second time under Inventory.

🚚

Challans move their goods

A delivery challan takes its goods out when dispatched and brings them back when marked returned. An invoice raised from it does not take them out again.

↩

Credit notes return what left

A credit note returning goods brings back no more than went out on its invoice, less what other credit notes brought back, and batch goods go back into the batch they left from. 4 could come back against a sale of 2.

↪

Debit notes send back what came in

A debit note sends back no more than came in on its bill, and with no warehouse chosen it takes the goods from where they were received.

Does this change anything you already have?

Invoices sent, bills opened and challans dispatched before today stay as they were and move nothing now, even if one is edited, cancelled or returned. Only what is sent, opened or dispatched from today moves stock.

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CRM + Sales Documents

Leads, customers and deals, with quotations and GST invoices

₹149 / user / month

Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST

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  • Leads, customers, companies and deals
  • Quotations, sales orders and GST invoices
  • Your own mailbox, with replies filed against the record
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  • Documents, folders and sharing
  • Exhibitions: visiting card scanning, and what each fair earned
  • Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
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  • Sales documents
  • Settings
  • Reports & analytics
  • Documents
  • Notifications
  • Exhibitions

1 GB storage per workspace (organisation)

CRM + Sales Documents + Subscriptions + Warranty

For a business that bills on a cycle and stands behind what it sells

₹299 / user / month

Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST

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  • Everything in CRM + Sales Documents
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  • Warranty registration and claims
  • Items and stock, which warranty is held against
  • Recurring revenue reporting
  • Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
  • CRM
  • Sales documents
  • Subscriptions
  • Warranty
  • Inventory
  • Settings
  • Reports & analytics
  • Documents
  • Notifications
  • Exhibitions

1 GB storage per workspace (organisation)

Most businesses take this

Full Suite

Every module, switched on

₹499 / user / month

Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST

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  • Every module in the product
  • Procurement, Inventory, Manufacturing and Quality
  • Books, GST returns, TDS and payroll
  • Projects, timesheets and billing
  • Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
  • CRM
  • Subscriptions
  • Sales documents
  • Vendors
  • Procurement
  • Inventory
  • Manufacturing
  • Quality
  • Books
  • Accountant
  • Projects
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  • Reports & analytics
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5 GB storage per workspace (organisation)

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What about storage?

A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.

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