JAI CRM
Home Release notes A sales order now shows what was called off and what is still open

A sales order now shows what was called off and what is still open

When part of a sales order is called off, the order still says what the customer ordered, and now shows beside it what was called off and what is still open. The orders list and the sales dashboard count what is still open.

Start free, no card See pricing

14 days free · nothing to install · your data exports whenever you want

SellingBuyingDeliveringAccounting

What changed

📋

What was ordered stays

The order keeps its lines and total as ordered, so it still says what the customer asked for.

➖

Called off and still open

Under the total, the order shows the value called off and the value still open.

📊

Counted as it stands

The value on the orders list and the sales dashboard is what is still open, not what was first ordered.

Does this change anything you already have?

No. Orders keep their totals. The new figures appear on any order with items called off.

More in release notes

All release notes

Fixes worth naming

Dialogs opening behind the sidebar, counts needing a reload, a five-second stall, and a New menu…

Hanu keeps track of the record you are talking about, and checks a name he may have misheard

Hanu added a lead and was asked to set its follow-up for tomorrow, and he asked…

Debit notes to customers: their own emails and reminders, two webhooks, and Hanu

Debit notes to customers arrived earlier today, owed and paid like an invoice, but nothing else…

The serials tab said none while two were in stock

An item with two serials in stock read "No serials recorded", and then refused to add…

Columns you can actually move, and taxes you pick rather than type

The columns were sortable in principle and immovable in practice: everything was in place except the…

The POS Menu search finds items, and an expense can be given a category

Typing in the search on Point of sale, Menu now narrows the list, and the Menu…
Pricing

Start with what you need. Grow into the rest.

Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.

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

Start 14-day trial
  • Leads, customers, companies and deals
  • Quotations, sales orders and GST invoices
  • Your own mailbox, with replies filed against the record
  • Reports, dashboards and exports
  • 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
  • CRM
  • 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

Start 14-day trial
  • Everything in CRM + Sales Documents
  • Recurring billing, plans, add-ons and coupons
  • 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

Start 14-day trial
  • 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
  • Warranty
  • Documents
  • Notifications
  • Reports & analytics
  • Settings
  • Point of sale
  • Exhibitions
  • Channel Partners
  • Cross-sell
  • Targets & Commission

5 GB storage per workspace (organisation)

Only want this one module?

Individual modules are sold on their own alongside the plans. See every module’s price.

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.

Annual or monthly?

Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.

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.

Start free Talk to us