The details that
make work flow.

Keep the customer, agreed price and commercial trail together before anything is billed.

• Create, edit and deactivate customer records with phone, email, GSTIN, billing and shipping addresses, state and PIN code.
• See each customer’s total billed, outstanding balance, last transaction, invoices and recorded payments.
• Search, sort and filter customers by status or date while respecting each teammate’s permissions.
• Create customer-specific price lists and maintain item-level selling prices; selecting a list reprices the document.
• Prepare itemised quotes with HSN, quantity, unit, rate, GST, discounts, notes, issue date and valid-until date.
• Move quotes through draft, sent, accepted, rejected, expired and converted states, then turn an accepted quote into an invoice.
• Create draft sales orders with expected shipping dates and warehouse context, confirm them, cancel them or convert them to invoices.

Build a tax-aware invoice carefully or finish a walk-in sale without slowing the counter.

• Create standard invoices with a customer, financial-year numbering, issue and due dates, PO reference, warehouse, price list and notes.
• Add catalogue items or detailed lines with descriptions, HSN, quantity, unit, rate and 0%, 5%, 12%, 18% or 28% GST.
• Apply discounts at line or document level and review subtotal, tax, grand total and round-off before issue.
• Calculate intra-state CGST and SGST or inter-state IGST from the organisation, customer and place-of-supply context.
• Use quick invoice for walk-in billing with optional customer details, free-form lines, inline item creation, preview, print and immediate issue.
• Save drafts, issue invoices and cancel documents with the related inventory and payment effects handled by the transaction workflow.
• Add active or required invoice custom fields—including file fields—and expose selected custom fields as list columns.
• Search and filter by paid, due, overdue, draft or POS status, date and IRN presence, with configurable table columns.
• Retain IRN, acknowledgement date and e-way bill references when those details are available on the invoice.

Turn the same accurate invoice record into a document that looks and reads like your business.

• Choose Classic, Minimal, Modern, Elegant or Compact invoice templates.
• Add a PNG or JPG logo, choose an accent colour and maintain a footer note plus terms and conditions.
• Preview the resulting PDF before making the layout the organisation default.
• Reorder document sections with drag and drop, and hide sections that do not belong on the customer copy.
• Choose which line-item columns and GST-rate columns appear on the PDF.
• Configure the GST breakdown, item-wise tax split and IGST, CGST or SGST rows.
• Add custom PDF labels and sample values in the header, body or footer.

Give finance the document, payment history and ageing context needed for a useful follow-up.

• Open or download the invoice PDF and create a read-only public share link for issued invoices; drafts remain private.
• Share through the device share sheet, email or a copied link.
• Prepare an editable recipient, subject and message, attach the current invoice PDF automatically and send it through the organisation SMTP setup.
• Record partial or full payments with amount, date, method and reference using Cash, Bank Transfer, UPI or Cheque.
• Review payment history, total, paid amount, balance due and collection progress on the invoice.
• Find issued invoices with an outstanding balance from the global payment flow and see due, overdue, paid or cancelled states.
• Use sales summary and invoice-ageing reports for total sales, collected value, outstanding value, average invoice, age and customer context.
• Export the supporting sales-summary and invoice-ageing data for further review.

Schedule repeat billing, carry the sale into delivery and correct the record without breaking its history.

• Create recurring invoice schedules with customer, line items, notes, first issue date, next issue date and due-day rules.
• Choose weekly, fortnightly, monthly, quarterly or yearly frequency, then pause, resume, generate now, update or remove a schedule.
• Let active schedules generate invoices automatically on their next issue date.
• Review each invoice line’s ordered, shipped and remaining quantity before fulfilment.
• Create partial or complete shipments with warehouse, carrier, tracking, shipping and delivery dates, notes and delivery status.
• Move shipments through shipped, in transit, out for delivery and delivered, or cancel a shipment and restore its stock effect.
• Create a sales return against an issued invoice or shipment, limit quantities to what was sold or shipped and optionally restock a warehouse.
• Create credit or debit notes against an issued invoice with amount, date, reason and notes; retain the link to the receivable they adjust.
• Reverse a return or note while preserving the relationship to the original transaction.

Read sales performance and collection pressure without reconstructing the story in a spreadsheet.

• Review total invoiced, collected, outstanding, this-month invoiced, average invoice and collection rate.
• See invoice, customer, quote and overdue counts together.
• Compare the six-month revenue trend and current invoice-status distribution.
• Identify top debtors, top-selling items, overdue invoices and recent invoices before deciding the next action.
• Keep recent quotes visible beside billing activity so the pipeline-to-cash handoff stays legible.
• Carry converted CRM leads into new or existing customer records and optionally begin with a prefilled quotation.
• Continue from contact records or project billing into an invoice without rebuilding the customer context.

Keep the commercial, tax and contact context behind every supplier transaction.

• Create, edit and remove vendor records through permission-controlled actions.
• Store the vendor name, contact person, phone and email.
• Keep GSTIN and PAN tax identifiers with the supplier record.
• Maintain street address, city, state and PIN code.
• Set payment terms and a separate credit-days value.
• Add internal notes about the supplier relationship.
• Block a vendor without deleting its transaction history and reactivate it later.
• Search, sort and filter vendors by status and creation date.
• Review payable balance, payment terms and latest purchase order from the vendor page.
• See purchase orders, bills and payments together in the vendor history.

Document what was agreed before goods arrive or the invoice reaches accounts.

• Create, edit and remove purchase orders for a selected vendor.
• Search the item catalogue when adding order lines or enter an item description where supported.
• Set ordered quantity, rate and GST rate for each line.
• Use 0%, 5%, 12%, 18% or 28% GST line rates.
• Set the purchase-order date and expected delivery date.
• Keep order notes with the purchasing document.
• Calculate taxable subtotal, GST and grand total before saving.
• Split tax into CGST and SGST for intrastate suppliers or IGST for interstate suppliers.
• Search and sort purchase orders, filter by date and separate billed from unbilled orders.
• Open stock receipt or vendor-bill creation directly from an existing purchase order.

Receive what actually arrived into the warehouse and preserve the difference from the order.

• Review receivable purchase orders in a dedicated stock-receipt queue.
• Search by purchase-order number, vendor or item.
• Filter the queue by receipt status, vendor, warehouse and date range.
• Choose the warehouse receiving the goods and the received date.
• Record received quantity separately for every purchase-order line.
• Accept partial deliveries without closing the remaining quantity.
• Prevent receipt quantities from exceeding the amount still outstanding on the order.
• Add delivery-note, vehicle, condition or other receiving notes.
• Keep a paginated history of posted and cancelled receipts.
• Cancel a posted receipt with a reason and reverse the related stock movement.
• Retain the receipt number, purchase order, warehouse, items, quantity and status for audit.

Capture the supplier invoice with its dates, references, tax and originating order.

• Create, edit and remove vendor bills through the supported permissions.
• Link a bill to a purchase order and prefill the vendor and line items.
• Prevent the same purchase order from being converted into more than one bill.
• Keep an internal bill number and the vendor’s own bill reference.
• Record bill date and due date.
• Add inventory items, quantities, rates and GST rates as bill lines.
• Review taxable value, GST split, discounts and total from the bill record.
• Move bills through the supported Draft, Due, Overdue and Paid presentation states.
• Search bills by number, vendor, purchase order or notes.
• Filter bills by payment status, vendor and bill-date range, then sort the results.
• Download a formatted vendor bill PDF.

Record how a bill was settled and retain every payment behind the remaining balance.

• Record full or partial payment against an open vendor bill.
• Capture payment amount, method, reference and date.
• Prevent a payment from exceeding the bill’s current outstanding amount.
• Update the paid amount and payment status after each settlement.
• Keep a transaction-by-transaction payment history on the bill.
• Show the GST share represented by recorded payments in the detailed history.
• Include active debit-note value when calculating the effective settled amount.
• Mark the bill as fully paid when its balance reaches zero.
• Write vendor-payment activity to the organisation audit trail.

Reduce a vendor obligation with a traceable commercial adjustment.

• Raise a debit note against a selected vendor.
• Optionally link the adjustment to one of that vendor’s bills.
• Record an amount, predefined reason and supporting notes.
• Keep the purchase-order relationship where the source bill provides it.
• Search debit notes by number, vendor, bill or reason.
• Filter active and cancelled notes and use a note-date range.
• Review the total value of debit notes raised in the current result set.
• Edit, cancel or remove debit notes through the supported workflow.
• Apply active debit notes when calculating bill and vendor outstanding balances.

See who is owed, how much is overdue and which obligations need attention first.

• Review total outstanding payable and total overdue value.
• See the counts of overdue bills and bills due soon.
• Group outstanding value by vendor.
• Separate each vendor’s current and overdue amounts.
• Inspect ageing buckets across the payable balance.
• Open the individual outstanding bills behind a vendor balance.
• Filter payable vendors by all, current or overdue obligations.
• Search payable suppliers by vendor name, GSTIN or state.
• Sort vendors by total, overdue or current balance and narrow the reporting date range.
• Keep payable views scoped to the organisation and the user’s access.

Connect day-to-day buying activity with spend, payment and accounting visibility.

• See total payable, overdue payable, this-month spend and paid-to-date values.
• Review vendor, bill, purchase-order and debit-note counts.
• Compare spend value and bill volume across the latest six months.
• Track the percentage of billed value already paid.
• Compare top vendors by current and overdue balance.
• Review recent bills, overdue bills and open purchase orders from the dashboard.
• Open the purchase ledger with search, date range, sorting and pagination.
• Run the payables report for a selected period with vendor, GSTIN, terms and payable value.
• Export the payables report as CSV.
• Keep purchase, payment and stock-receipt events available through connected records and audit activity.

Create a dependable item record before quantities begin to move.

• Create and edit items with name, SKU, barcode, category, HSN, selling price, cost and GST rate.
• Choose whether an item tracks physical inventory, keeping non-stock items at zero stock without movement entries.
• Maintain organisation-wide units and categories, including active status and display order.
• Store a selling unit, purchase unit and unit-of-measure conversion on the item.
• Set the reorder level and distribute opening stock across one or more warehouses.
• Add active or required text, number, date, select, phone and file custom fields for item-specific information.
• Search items by name, SKU or category, filter low-stock records, sort columns, apply added-date ranges and paginate results.
• Respect separate permissions for viewing, creating and editing item records.

Turn item data into labels that work at a shelf, counter or warehouse bench.

• Enter a barcode or automatically generate an internal EAN-13 code when an item is created.
• Preview CODE-128, EAN-13, UPC-A, CODE-39 and QR symbologies.
• Build a multi-item print queue and generate missing barcodes before printing.
• Choose A4, Letter or thermal output with custom label dimensions, columns, offsets, margins and horizontal or vertical gaps.
• Show, hide and reorder logo, name, price, code, SKU, unit, category, HSN and item custom fields.
• Preview sheet or roll placement and produce a printable PDF for the requested quantities.
• Create, update, apply and remove reusable label templates.

Know which warehouse owns the quantity, not just the organisation-wide total.

• Create, edit and remove warehouses with permission-aware controls; warehouses holding stock are protected from unsafe deletion.
• Review each warehouse’s item count, units stored and stock value.
• Search, sort, date-filter and paginate the item-level quantity and value held in a warehouse.
• Download CSV or Excel templates and bulk upload warehouse stock using SKU matching.
• Create new items or update existing items during import, add quantities to current stock and review created, updated, units-added and row-error results.
• Create itemised transfers between source and destination warehouses with transfer date and notes.
• Edit or delete draft transfers, dispatch stock from the source, receive it at the destination or cancel an unreceived transfer.
• Check sellable availability by item and warehouse from connected sales workflows.

Make every manual correction explainable and every system total reconcilable.

• Review an item’s warehouse split and chronological movement history with type, quantity, balance and source reference.
• Increase or decrease a single tracked item against a warehouse with a reason and date.
• Post multi-item stock adjustments against a warehouse, using signed quantities, standard reasons and notes.
• Preview current and resulting quantities and prevent a correction from taking stock below zero.
• Cancel a posted adjustment and reverse its stock effect while retaining the audit record.
• Recalculate every item’s total on hand from the sum of its warehouse levels.
• Choose whether regular invoices reduce stock immediately or wait for shipment; POS and Quick Invoice settle stock at issue.
• Carry stock changes from purchases, sales, shipments, returns, transfers, bundles and adjustments into the shared movement trail.

Surface shortages and expiry exposure early enough to take a useful action.

• Flag items at or below their reorder level and distinguish low stock from out of stock.
• Publish low-stock notifications when a movement crosses the configured threshold.
• Review paginated low-stock reporting and export the supporting data.
• Generate reorder suggestions with on-hand quantity, reorder level, suggested quantity, cost and preferred vendor.
• Search, filter and sort reorder candidates, adjust requested quantities and select vendors.
• Group selected replenishment lines into one draft purchase order per vendor.
• Enable batch tracking per item and record goods-in by batch number, expiry date, warehouse, quantity and optional unit cost.
• See expired, due-within-30-days, due-within-90-days and units-at-risk views, with first-expiry-first-out consumption.

Represent a sellable kit as the components already sitting in inventory.

• Choose an existing inventory item as the finished bundle and add component items with required quantities.
• Prevent circular bundle definitions that would make component relationships unsafe.
• Calculate how many kits can be built from current component availability across all warehouses.
• Review each component’s on-hand quantity and how many finished units it can support.
• Build a selected quantity in a warehouse by consuming components and increasing the finished item.
• Unbuild a selected quantity to return component quantities and reduce the finished item.
• Write the related component and finished-item changes into stock movement history.

Read stock health, cost exposure and movement detail from the same operational records.

• Value tracked inventory using weighted-average or FIFO cost methods.
• Review units on hand, unit cost, cost value, selling value and potential margin by item.
• Search, sort, date-filter and paginate valuation records with organisation-wide totals.
• Use the inventory dashboard for item, warehouse, category, low-stock and out-of-stock counts.
• Compare total stock cost, retail value, potential margin and total quantity on hand.
• Inspect category value, stock-health mix, top items by stock value, reorder alerts and out-of-stock items.
• Run the stock report and stock ledger with item and date filters, quantities, balances and source references.
• Export stock, low-stock and stock-ledger reports for further review.

Turn operational documents into balanced accounting entries without rebuilding them in a second system.

• Post balanced journal entries from supported sales and purchasing documents.
• Post invoice receipts and vendor-bill payments into the general ledger.
• Carry credit notes, expenses and other supported source events into their accounting accounts.
• Retain the source type, date, memo and debit or credit lines on each journal entry.
• Filter the journal by financial date range and source document type.
• Review journal entries in a paginated chronological list.
• Show every account code, account name, debit and credit inside an entry.
• Rebuild the ledger from supported source documents when an authorised repair is required.
• Check that generated accounting statements remain balanced.

Give each balance a defined account and a running transaction history.

• Review account code, name, type and normal balance in the chart of accounts.
• Add an organisation-specific account with a unique code, name and account type.
• Use Asset, Liability, Equity, Income and Expense account types.
• Review dedicated Sales, Purchases, Cash and Bank ledgers.
• Review CGST, SGST and IGST payable ledgers separately.
• Open Debtors Control and Creditors Control ledgers.
• See the current balance on every primary ledger tile.
• Search ledger narration and filter entries by date range.
• Sort ledger rows by date, narration, debit, credit or balance.
• Follow the running balance after each ledger entry.

Move from journal detail to the statements that explain performance and position.

• Run a detailed profit and loss statement for a selected date range.
• Separate income, cost of goods sold and operating expenses.
• Calculate gross profit and net profit or loss.
• Review a period-based P&L snapshot with sales, purchases, expenses and margin.
• Export the profit and loss statement as PDF.
• Run the balance sheet as of a selected date.
• Separate assets, liabilities and equity account lines.
• Include retained earnings in the equity section.
• Check Assets against Liabilities plus Equity and show balanced or out-of-balance status.
• Run a trial balance as of a chosen date with total debit and total credit.
• See the journal-entry count behind the trial balance.

Keep outward supply and tax-liability summaries close to the transactions that produced them.

• Select a reporting month for GSTR-1 and GSTR-3B views.
• Review outward supplies invoice by invoice in the GSTR-1 report.
• Search by invoice or party and sort the report columns.
• See taxable value, CGST, SGST, IGST and invoice total.
• Review full-period tax totals independently of the current report page.
• Export GSTR-1 data as JSON, CSV, Excel or PDF.
• Review outward taxable supplies in the GSTR-3B summary.
• See output CGST, SGST, IGST and total tax liability.
• Export the GSTR-3B summary as CSV or PDF.
• Use invoice and bill state context to distinguish intrastate CGST and SGST from interstate IGST.
• Review CGST, SGST and IGST balances from dedicated tax ledgers.

Connect accounting balances to the customers and vendors behind them.

• Switch between outstanding receivables and payables in one dues view.
• Review total outstanding and overdue value for the selected side.
• Group receivables by customer and payables by vendor.
• Separate current and overdue amounts for each party.
• Search the customer or vendor list and filter current or overdue balances.
• Sort parties by current, overdue or total balance.
• Apply invoice or bill date ranges to the dues view.
• Open the customer or vendor record behind an outstanding balance.
• Keep Debtors and Creditors control balances visible in accounting.

Compare external statement lines with the receipts, payments and adjustments recorded inside Scalar360.

• Create and maintain multiple bank-account records with bank, account number and opening balance.
• Carry the previous statement’s closing figure into the next opening balance.
• Download a bank-statement CSV template.
• Import CSV or Excel bank statements.
• Preview statement columns before committing an import.
• Map date, description, reference, debit, credit, signed amount and balance columns.
• Set statement label, opening balance and closing balance.
• Auto-match statement lines against recorded receipts, payments, expenses and asset sales.
• Review suggested matches and choose a different candidate when needed.
• Match, unmatch, ignore and restore individual statement lines.
• Post statement-only adjustments to Bank Charges, Interest Income or Miscellaneous Expense.
• Reconcile all matched lines together.
• Compare statement closing balance, reconciled balance and the remaining difference.
• Filter and search statement lines by reconciliation status and narration.

Read financial activity in chronological order and retain who changed the surrounding records.

• Review supported business transactions in one chronological day book.
• Choose a period preset or custom transaction date range.
• Search day-book transactions by their available text.
• Sort by date, type, narration or amount.
• See full-period debit and credit totals.
• Use responsive table and mobile transaction views.
• Review organisation audit activity by date, actor, action, entity and detail.
• Search, sort and date-filter the audit trail.
• Retain created, payment, receipt, cancellation and other supported audit events.

Give owners and finance teams a concise reading of position, performance and obligations.

• See total assets, total liabilities, owner’s equity and year-to-date net profit.
• Review receivables, payables, liquid funds and GST payable at a glance.
• Visualise Assets against Liabilities plus Equity.
• Review year-to-date sales, purchases, gross profit and net profit.
• See the composition of cash, bank, receivables and inventory assets.
• Open primary account balances from the chart-of-accounts summary.
• Review top debtors and top creditors.
• Open Ledgers, Dues, Day Book, GST Reports, Bank Reconciliation, P&L and Balance Sheet from the accounting workspace.
• Keep all dashboard figures scoped to the current organisation.

Bring leads and contacts in without rebuilding the same information by hand.

• Create and edit leads and contacts with owners, company details, addresses, GSTIN, notes and deal value.
• Import leads or contacts from CSV and Excel templates, with duplicate phone and email checks plus row-level results.
• Build, theme, preview, publish and unpublish public lead forms using standard or custom fields.
• Share forms by public link, iframe, native JavaScript embed or API, with allowed-origin and API-key controls.
• Connect Facebook Pages and receive Facebook or Instagram Instant Form submissions through Meta webhooks.
• Map each Meta form answer to a standard field, custom field, lead source and pipeline.

Shape the records and sales paths around the way your team actually works.

• Create, rename, delete and reorder multiple pipelines, then route leads and forms to the right one.
• Give every pipeline its own stages; add, rename, reorder, hide or remove stages while preserving Won and Lost.
• Set stage win probabilities for weighted forecasting and keep visible stages focused on the work in progress.
• Maintain custom lead categories, lead sources and colours for faster qualification and filtering.
• Add required or optional text, number, date, select, phone and file fields to lead and contact records.
• Search, sort and filter records by stage, origin and date without losing the underlying customer context.

Put the next call, message, task and document beside the relationship it belongs to.

• Schedule follow-ups by date and time, then work through today, upcoming and overdue queues.
• Create lead tasks with due dates and assignees, complete them from My Tasks and remove work that no longer applies.
• Log notes, calls, meetings and WhatsApp conversations in a shared relationship timeline.
• Mention teammates in an interaction, notify them and retain the person responsible for each update.
• Attach multiple documents to timeline entries, with Drive-backed storage and download or removal controls.
• Send email with attachments, compose WhatsApp messages, click to call and share direct record links.
• Reuse email and WhatsApp templates with lead, sender, organisation, value and date placeholders.

Turn repeatable follow-through into rules that keep working after the tab is closed.

• Trigger workflows when a lead is created, reaches a stage or has no activity for a chosen number of days.
• Match all or any conditions across stage, source, deal value, owner, type, company, email and phone.
• Create tasks, send templated email, notify teammates, add notes, assign leads or change stages automatically.
• Start from recipes for welcoming new leads, handing off won deals and re-engaging idle opportunities.
• Enable, pause, edit or remove automation rules while retaining a readable When, If, Then summary.

See the work, value and momentum behind the pipeline instead of relying on a weekly reconstruction.

• Review open pipeline value, won value, average deal size, contacts, follow-ups, tasks and top open deals.
• Inspect funnel movement, lead temperature, sources, stages, newest leads and the latest CRM activity.
• Filter analytics by pipeline, owner, source and date with daily, weekly or monthly granularity.
• Compare periods across total leads, conversion, won value, open pipeline and average days to win.
• Use weighted forecast, sales velocity, funnel drop-off, deal aging, activity mix and revenue trends.
• Compare source performance and team leaderboards, customise visible widgets and export supporting CSV data.

Collect several related spends in one claim while keeping the detail of every line.

• Create a claim with a generated claim number, title and optional notes.
• Add multiple expense lines to one claim.
• Add or remove lines before submission.
• Record an expense date, merchant and description per line.
• Choose an active spend category or leave a line uncategorised.
• Record the gross amount including GST.
• See subtotal, GST, total, reimbursable and company-paid amounts together.
• Save unfinished work as a draft.
• Save and submit from the same editor.
• Edit draft or returned claims owned by the member.
• Delete an owned draft claim.

Keep the supporting file and input-tax calculation beside the spend it explains.

• Upload a receipt to an individual expense line.
• Retain receipt name, content type and file size with the line.
• Open an attached receipt from a time-limited download link.
• Remove or replace a receipt while the claim remains editable.
• Apply 0%, 5%, 12%, 18% or 28% GST rates.
• Calculate the GST portion from a gross line amount.
• Show GST separately in the claim summary.
• Mark a category as eligible for reclaimable GST input credit.
• Track year-to-date GST input credit from approved or reimbursed eligible lines.

Separate who paid, what can be reimbursed and which costs may be billed onward.

• Record a line as paid personally, by cash, company card or company account.
• Treat personally paid and cash lines as reimbursable.
• Separate reimbursable value from company-paid value.
• Mark an expense line as billable to a client.
• Mark a claim for reimbursement through the next payroll run.
• Keep payment context visible on the final claim detail.
• Show the reimbursable amount independently in claim lists and approvals.

Turn business travel distance into a transparent, calculated expense line.

• Switch an ordinary expense line into mileage mode.
• Record the distance travelled in kilometres.
• Set the reimbursement rate per kilometre.
• Calculate the mileage amount from distance multiplied by rate.
• Show distance and rate on the claim detail.
• Include mileage in claim and reimbursement totals.

Design expense heads that classify spend and flag missing evidence or exceeded limits.

• Create organisation-specific expense categories.
• Give each category a name, description, colour and optional GL code.
• Set a maximum amount for a single expense line.
• Set a category-level monthly spend limit.
• Require a receipt above a chosen amount.
• Mark a category as GST input-credit eligible.
• Set category display order and active status.
• Archive a category without removing it from historical claims.
• Flag lines that exceed a per-expense limit.
• Flag claims whose category total exceeds the configured monthly limit.
• Flag a line when a required receipt is missing.
• Show the specific policy reason to the submitter and approver.

Route each submitted claim through the right people in the right order.

• Create, edit and delete approval workflow definitions.
• Name a workflow and activate or pause it.
• Choose a minimum claim amount that triggers the workflow.
• Mark one workflow as the default.
• Add one or more ordered approval levels.
• Assign a team member to each level.
• Apply the highest eligible threshold, with the default resolving ties.
• Snapshot the selected approval chain onto a submitted claim.
• Let only the assigned approver or an organisation owner or admin decide a user-gated level.
• Advance the claim to the next approver after each approval.
• Notify the assigned member when their approval is required.
• Fall back to a single approval when no configured workflow matches.
• Retain in-flight approval chains when a workflow is later removed.

Make every decision and payout status visible from draft to completed reimbursement.

• Move claims through Draft, Submitted, Approved, Reimbursed, Returned and Cancelled states.
• Review policy warnings before making an approval decision.
• Approve the currently assigned workflow level.
• Support manager and finance approval stages where that approval mode is used.
• Return a submitted claim with a required reason.
• Let the member edit and resubmit a returned claim through a fresh approval chain.
• Cancel an owned draft or submitted claim.
• Record reimbursement mode, transaction reference and date.
• Show who decided a claim and when.
• Retain a chronological activity timeline for creation, edits, submission, decisions, reimbursement and cancellation.

Give members, approvers and finance teams the list each role needs without exposing every action to everyone.

• Give each member a My Claims view.
• Provide an organisation-wide All Claims view to authorised roles.
• Provide a queue of claims awaiting the current approver.
• Search by claim title, claim number or member.
• Filter by status and date range.
• Sort by claim number, title, date, total or status.
• Move through paginated results.
• Use responsive tables on desktop and claim cards on mobile.
• Control create, edit, delete, approve, finance approve, reimburse, view-all, modify-all and settings access independently.
• Compute available claim actions on the server for the current viewer.

Connect claim operations to spend visibility, operating expense and bank review.

• See spend recorded this month.
• See approved reimbursement value awaiting payout.
• See claims and value awaiting approval.
• See reimbursed value for the current year.
• Review total claim count and average claim value.
• See the current member’s open claims.
• Review a six-month spend trend.
• Compare spend by category and claims by status.
• Review recent claims, largest claims and top spenders where access allows.
• Open an approver’s pending queue directly from the dashboard.
• Feed approved and reimbursed expense lines into operating-expense reporting for the P&L.
• Post reimbursed personal expense value as a balanced operating-expense and bank journal entry.
• Use reimbursed expenses as candidates during bank-statement reconciliation.
• Keep every dashboard and accounting figure scoped to the current organisation.

Build one dependable employee record for identity, work, pay and access.

• Create, edit, search and remove employee records with employee code, contact details, date of birth, gender and address.
• Record department, designation, joining date, employment type, current status and exit date.
• Support full-time, part-time, contract, intern and consultant employment types.
• Create organisation departments and department-linked designations with reusable codes.
• Assign reporting managers, employee or manager roles, shifts and office locations.
• Store bank account, IFSC, bank name, PAN, UAN, PF number and ESI number for payroll and compliance work.
• Download CSV or Excel employee templates and import an existing team in bulk.
• Skip duplicate employee codes or emails and return created, skipped, failed and row-level error results.

Capture the workday from live punches through monthly paid-day totals.

• Review live attendance, daily registers, monthly summaries and regularisation requests from separate working views.
• Clock one or several employees in or out and update attendance statuses in bulk.
• Use present, absent, half-day, leave, holiday and weekly-off statuses with paid-day summaries.
• Capture check-in, check-out, hours, late minutes, early minutes, overtime and the source of each record.
• Preview and import CSV or Excel attendance files with employee, timestamp, direction and validation status.
• Connect fingerprint, face or card devices, regenerate device tokens, restrict device IPs and inspect raw punches or unmapped IDs.
• Configure full-day and half-day hours, shift times, grace minutes, workweek, timezone and automatic status calculation.
• Create named shifts and assign an employee-specific shift over the organisation default.
• Enable browser or mobile check-in with optional network allowlists, office geo-fences and selfie evidence.

Turn time away and attendance corrections into visible approval work.

• Create paid or unpaid leave types with codes, annual quotas and carry-forward controls.
• Maintain employee leave balances by type and year, including allocated and used days.
• Apply for leave across a date range with calculated days and a reason, then approve or reject the request.
• Submit missed or incorrect punch corrections with requested times, optional forced status and supporting reason.
• Approve or reject attendance regularisations while retaining the decision state.
• Maintain a company holiday calendar with public or optional holidays, descriptions and recurring dates.
• Create, filter, approve, reject or cancel work-from-home and trip requests with destination, purpose, travel mode, estimated cost and advance request.

Calculate the month from attendance, salary structure and statutory settings.

• Maintain annual CTC alongside monthly basic, HRA, special allowance, TDS and statutory applicability.
• Model salary components as earnings or deductions using fixed, percentage-of-basic or percentage-of-CTC calculations.
• Configure employee and employer PF rates, PF wage ceiling, ESI rates, ESI wage ceiling and monthly professional tax.
• Preview a pay period before saving and inspect employee count, paid days, gross, deductions and net pay.
• Create a draft payroll run, approve it and mark the approved run as paid with a payment date.
• Delete an unfinished draft without exposing approved or paid payroll to the same action.
• Calculate loss-of-pay days, PF, ESI, professional tax, TDS, other deductions and employer contributions per payslip.
• Open individual payslips as PDFs with employee, bank and statutory identifiers captured at run time.
• Choose classic, modern or minimal payslip templates, set the accent colour, add a standard note and preview the result.

Carry joining, changes and exits through repeatable administrative workflows.

• Create reusable onboarding and offboarding checklist templates with ordered tasks and active status.
• Start a checklist for an employee, mark individual work complete and track completed versus total progress.
• Upload employee documents with type, number, issue date, expiry date, notes and the original file.
• Filter the employee document vault and surface records approaching expiry.
• Register company assets with tag, category, serial number, purchase details, vendor and current status.
• Assign assets to employees with condition notes, record returns and retain the assignment history.
• Propose salary revisions with current and proposed CTC, effective date and justification; approve, reject, apply or cancel them.
• Create active letter templates for offers, appointments, experience certificates or custom communication using employee placeholders.
• Generate numbered employee letters, retain issued records and download the finished letter as a PDF.

Connect employee capability, learning and review cycles without a separate spreadsheet.

• Maintain an active skills catalogue with category and description.
• Assign skills to employees with proficiency, a one-to-five rating and supporting notes.
• Create courses with provider, category, description and duration in hours.
• Enrol employees, track enrolment status, completion date, score, certificate number and certificate expiry.
• Create appraisal cycles with review period and draft, active or closed status.
• Start employee appraisals inside a selected cycle and assign a reviewer.
• Rate individual competencies, add self and reviewer comments and set an overall one-to-five rating.
• Move reviews through pending, in-review and completed states while retaining reviewer and completion context.

Give HR and managers a current operating view with permission-aware controls.

• Review active employees, total records, departments, new joiners and exits from the People dashboard.
• See present, absent and on-leave counts alongside pending leave approvals.
• Review the latest payroll net value and employer cost including employer PF and ESI.
• Generate an employee login PIN and disable an employee account when access should stop.
• Use separate employee and manager roles with a reporting-manager relationship.
• Apply permission-aware access to employee, payroll, attendance, leave, settings and wider HR workflows.

Define delivery records clearly, then find, sort and review the whole portfolio.

• Create projects with a name, description and colour.
• Set Planning, Active, On hold or Completed status.
• Set Low, Medium, High or Urgent priority.
• Record project start and due dates.
• Assign a project owner from the member list.
• Use generated project codes in task references.
• Search projects by name or code.
• Filter the directory by project status.
• Sort by update time, creation time, name, code, due date, priority or status.
• Switch between grid and list views.
• Move through paginated project results.
• Archive and restore projects without erasing their history.
• Reopen a completed project when delivery resumes.

Break delivery into actionable records and work with them in the view that fits the moment.

• Create and edit tasks inside a project.
• Record a title and detailed description.
• Set task priority, start date and due date.
• Assign as many as 50 project members to one task.
• See a human-readable project code and task number on every task.
• Work from a visual stage board or a detailed list.
• Drag tasks between stages on the board.
• Reorder tasks within a stage.
• Load long stage columns progressively.
• Search task titles and descriptions.
• Filter by stage, assignee, priority, due state or date range.
• Sort and paginate task lists.
• Move a task into a Done stage to complete it.
• Soft-delete tasks and restore them when needed.
• Open a task directly from a shared project link.

Shape each project board around the way that delivery team actually moves work.

• Give every project its own workflow stages.
• Add and rename stages.
• Choose a colour for each stage.
• Mark stages as Not started, Active or Done.
• Reorder stages to match the delivery sequence.
• Hide a stage without removing its history.
• Remove an unused stage.
• Choose a replacement stage when removing one that still contains tasks.
• Move affected tasks to the chosen replacement stage.
• Keep at least one visible open stage and one visible Done stage.
• Create up to 20 stages in a project workflow.
• Protect simultaneous workflow edits with revision checks.

Give every member a focused queue across projects while managers retain the wider picture.

• See assigned work from every project in one My Tasks view.
• Group assigned work into Overdue, Due soon and Later.
• Search the personal task queue.
• Filter by project, stage or priority.
• Filter for overdue, due-soon or undated work.
• Sort by earliest or latest due date.
• Sort high-priority work first.
• Sort by recent updates or title.
• Move through paginated personal results.
• Open the exact task in its project workspace.
• See open and overdue work by member on the project dashboard.

Keep the smaller completion steps on the task instead of creating a second planning system.

• Add checklist items to a task.
• Edit checklist item text.
• Check and uncheck items as work changes.
• Reorder checklist items.
• Delete checklist items.
• See completed and total checklist counts.
• View checklist progress from task cards and task detail.
• Protect concurrent checklist changes with record versions.

Keep delivery conversation close to the work and make the right people aware of changes.

• Add comments to a task.
• Edit an eligible comment.
• Delete and restore comments without losing the thread.
• Mention project members in comments.
• Notify mentioned members.
• Watch or unwatch a task.
• See who is watching a task.
• Notify watchers about relevant task activity and comments.
• Notify assignees when a task is created or updated.
• Send targeted deadline notifications for due work.
• Calculate comment edit and delete permissions for the current viewer.

Keep delivery evidence on the task with controlled download and organisation-level storage visibility.

• Upload attachments to a task.
• Use object-backed storage for project files.
• Enforce the 10 MB attachment limit in the project interface.
• Retain filename, content type, size and uploader.
• Retain file creation time and attachment version.
• Calculate and retain a SHA-256 checksum.
• List the files attached to a task.
• Download through a generated file link.
• Delete an attachment when authorised.
• See used, available and total project storage for the organisation.
• Clean up deleted attachment objects in the background.

Record the hours behind delivery with enough context to support review and billing.

• Log time against a project or a specific task.
• Record hours in quarter-hour steps in the project interface.
• Choose the date of the work.
• Mark an entry as billable or non-billable.
• Add a description to the time entry.
• Set an hourly rate on an entry.
• Use the project's default hourly rate when an entry has no rate.
• List all time recorded for a project.
• Filter time to the current task.
• Retain the member, task, hours, rate and calculated amount.
• Delete eligible unbilled time entries.
• Protect invoiced time from later editing or deletion.

Carry approved delivery time into invoicing without rebuilding the work record elsewhere.

• Link a project to its bill-to customer.
• Set a default hourly rate for the project.
• See total, billable, unbilled and invoiced time.
• See unbilled and invoiced amounts.
• Review time-entry counts alongside billing totals.
• Generate an invoice from unbilled billable time.
• Group invoice lines by task and hourly rate.
• Create service lines with hours and rates.
• Mark the included time entries as invoiced.
• Open the resulting invoice from the project workflow.
• Require both project-edit and invoice-create permission for invoice generation.

Review delivery health from current totals down to the individual change that moved the work.

• See active and archived project totals.
• See total, open, completed and overdue task counts.
• See work due this week and the overall completion rate.
• Review progress for each active project.
• Review due-soon and upcoming tasks.
• See member workload with open and overdue counts.
• Calculate project progress from completed and total tasks.
• Read a paginated project activity feed.
• Filter activity to one task.
• Retain the event, detail, actor and timestamp.
• Refresh visible project data after organisation-scoped live events.
• Prevent stale edits from silently overwriting newer task changes.
• Make completed and archived workspaces read-only until reopened or restored.
• Control project overview, creation, editing, task editing, deletion and wider access separately.
• Gate the Projects area through the organisation's enabled module access.

Open with a connected view of commercial, operational and financial performance.

• See invoiced revenue, billed spend, net profit, profit margin and stock value in one overview.
• Compare revenue and spend across the latest six months.
• Review collection, vendor payment, stock health, profit margin and CRM conversion together.
• Move into sales, purchase, inventory, CRM and accounting dashboards from the same reporting area.
• Surface active leads, outstanding receivables, cash and bank position, top debtors and top items in the wider business dashboard.
• Keep dashboard access and report actions permission-aware by role.

Understand what was billed, what was collected and where revenue is still waiting.

• Review invoice count, total sales, collected amount, outstanding amount and average invoice value for a period.
• Group overdue invoices by age while retaining invoice number, customer, due date, age and amount.
• Rank customers by billed value and keep each customer’s open balance visible.
• Rank items by quantity sold and net revenue.
• Use the sales dashboard for invoice, draft, paid, unpaid, overdue, customer and quotation counts.
• Track total invoiced, collected, outstanding and current-month sales with a period trend.
• Search and sort detailed report rows without losing the summary for the complete period.

Connect the current stock position to every receipt, issue, adjustment and cost behind it.

• Review on-hand quantity, stock value at cost, item count and total inventory value.
• Select an item and date range to open its movement ledger.
• Carry opening quantity and value through purchases, sales, adjustments and the closing position.
• Follow a running quantity balance for every stock movement.
• Review gross profit and lot-level profit or loss using the current cost basis and sales net of tax.
• See adjustments and shrinkage separately from normal inward and outward movement.
• Identify items below reorder level with on-hand, reorder point and shortfall.
• Use inventory dashboard totals for tracked, low-stock and out-of-stock items, warehouses, categories and retail value.

Keep purchasing volume and supplier obligations visible before they become surprises.

• Review supplier payable balances with vendor identity, GSTIN and credit terms.
• Use vendor, purchase order, bill, debit note, paid, unpaid and overdue counts in the purchase dashboard.
• Compare total billed, total paid, total payable and current-month purchasing.
• Read purchase trends for the selected reporting period.
• Use creditors ledgers and payable ageing to follow a supplier balance back to its entries.
• Keep purchasing and cash-position reviews connected through accounting reports.

Read the books at statement level and retain the transaction path underneath.

• Review profit & loss, balance sheet and trial balance statements built from recorded accounting entries.
• Open the general ledger and journal to inspect the entries behind statement balances.
• Use the day book to review transactions in chronological order.
• Read cash and bank movements with date, narration, debit and credit values.
• Review receivables, payables, debtors and creditors through their dedicated summaries and ledgers.
• Inspect GSTR-1 outward-supply invoices with taxable value, CGST, SGST, IGST and invoice total.
• Review a GSTR-3B snapshot of outward taxable value and component-wise tax liability.

Shape a report for the question at hand, save it and take the complete result into review.

• Switch between today, week, month, quarter and a custom from-and-to date range.
• Save a named report view together with its report type and selected period.
• Return to saved views from the reports workspace.
• Export supported reports as PDF, Excel or CSV.
• Generate exports from the complete result set rather than only the page currently visible.
• Browse long tables in manageable pages while keeping full-period summary totals.
• Search and sort supported report details to reach the record that needs attention.
• Limit saving and export actions to users with the corresponding report permissions.

Give every counter a defined warehouse, identity and set of operating rules.

• Enable or disable Point of Sale for the organisation.
• Create multiple POS registers.
• Give each register a name and optional short code.
• Bind every register to one inventory warehouse.
• Activate or deactivate a register.
• Hide inactive registers from the selling terminal.
• Choose between active registers at the counter.
• Show the register's warehouse in the terminal context.
• Set a suggested opening cash float for each register.
• Review checkout and receipt rules from the register directory.
• Keep register configuration organisation-scoped.

Move from a scan or search to a complete cart without losing stock and tax context.

• Search items by name, SKU or barcode.
• Add an exact barcode or SKU match with Enter.
• Tap a search result to add it to the cart.
• Increase the quantity when the same item is added again.
• Show the item's selling price, GST rate, unit and available stock.
• Read stock from the warehouse attached to the register.
• Show an out-of-stock indication when the warehouse quantity is zero or below.
• Increase, decrease or directly enter cart quantities.
• Allow fractional quantities for weighed goods when the register permits them.
• Remove individual cart lines.
• Clear the entire cart.
• Keep the search field ready for the next scan after a sale.
• Calculate every cart line from quantity, rate, discount and GST.

Tune the freedom available at each counter and enforce the important limits again on the server.

• Allow or prevent line-level discounts per register.
• Set a maximum discount percentage for each line.
• Cap discounts in the interface and validate the cap during checkout.
• Allow or prevent selling-price overrides per register.
• Allow integer-only or decimal quantities.
• Make a customer mandatory at selected registers.
• Set a default customer name such as Walk-in.
• Select an existing customer or retain a walk-in name.
• Calculate taxable value and GST from the cart.
• Apply coupon and loyalty discounts before the final amount.
• Calculate the final rounded total and retain the round-off value.
• Reject empty carts, missing tenders and non-positive quantities on the server.

Record how the customer paid, including mixed tenders, without presenting a tender record as payment processing.

• Choose Cash, Card, UPI, Wallet, Bank or Other tender.
• Set a default payment method for each register.
• Split one sale across multiple payment methods.
• Add and remove tender lines before completing the sale.
• Record the amount tendered for each method.
• Retain an optional payment reference.
• Show the combined tendered amount.
• Block completion when payment is below the amount due.
• Calculate and display change on overpayment.
• Apply payments only up to the outstanding invoice amount.
• Retain the full tender mix on the receipt response.

Keep the counter moving through interruptions while preserving a safe path back to the server record.

• Hold the current cart for later.
• Retain the held cart, customer name and hold time on that counter device.
• Keep as many as 50 held carts on the device.
• Resume a held sale into the active cart.
• Automatically hold the current cart when another held sale is resumed.
• Delete a held sale from the device.
• Cache the register catalogue in IndexedDB for network-loss lookup.
• Search the cached catalogue by name, SKU or barcode while offline.
• Queue completed offline sales in a device outbox.
• Create a provisional offline receipt for the customer.
• Show the number of sales waiting to sync.
• Sync queued sales automatically when connectivity and an open server shift return.
• Use an idempotency key to prevent a retried offline sale from creating a duplicate.
• Queue only genuine network failures rather than business-validation errors.

Open the drawer with a known float and close it against expected cash, movements and recorded sales.

• Require an open shift before selling from a register.
• Prevent more than one open shift on the same register.
• Open a shift with the configured or entered cash float.
• Retain who opened the shift and when.
• Record cash pay-ins and pay-outs.
• Record a reason for each cash movement.
• Close a shift with counted cash and optional notes.
• Calculate expected cash from float, cash sales, pay-ins and pay-outs.
• Calculate the difference between counted and expected cash.
• Review sales count and sales value for the shift.
• Review payment totals by tender method.
• Review opening float, cash sales and the cash-movement list.
• Produce a closing Z report after the shift is closed.
• Assign POS sales to the cashier who opened the shift.

Shape the receipt per register and choose browser printing or a local ESC/POS bridge at the counter.

• Write a multi-line receipt header for store details and GSTIN.
• Write a custom receipt footer or return message.
• Choose 58 mm or 80 mm thermal paper.
• Preview the receipt while configuring a register.
• Show or hide the CGST and SGST tax breakdown.
• Print automatically when a sale completes or print manually.
• Reprint the last completed sale.
• Print through the browser when no local bridge is selected.
• Connect a local ESC/POS print agent by URL.
• Send a test receipt to the local agent.
• Trigger a connected cash drawer manually.
• Open the connected drawer automatically for cash sales when enabled.
• Fall back to browser printing when the local print agent is unreachable.
• Keep printer and drawer preferences local to each counter browser.
• Print line quantities, units, rates, discounts, tax, totals, tenders and change.

Configure offers centrally, validate them at checkout and keep customer points attached to an identified customer.

• Create and edit sales coupons.
• Use percentage or fixed-value discounts.
• Set a minimum sale value for a coupon.
• Cap the value of a percentage discount.
• Set valid-from and valid-until dates.
• Set a maximum number of redemptions.
• Activate or deactivate a coupon.
• Preview and validate a coupon against the cart value.
• Track redemption count.
• Enable or disable the customer-points programme.
• Configure points earned per rupee spent.
• Configure the rupee value of one point.
• Show an identified customer's available points at checkout.
• Clamp redeemed points to the available balance and amount remaining after coupons.
• Earn points from the completed sale and retain earned and redeemed totals.

Start with the original invoice, choose the returned quantities and carry the reversal into stock and credit records.

• Find a completed sale by invoice number.
• Show the original customer, date, status and total.
• Show the item lines eligible for return.
• Choose return quantities up to the amount originally sold.
• Preview the GST-inclusive refund amount.
• Record a return reason.
• Generate a sales-return reference.
• Restock returned items into the register's warehouse.
• Create a credit note for the return.
• Choose a credit-note-only outcome or record a cash refund.
• Require an open register shift before a cash refund.
• Record a cash refund as a drawer pay-out with the return reference.

Make the counter transaction part of the wider operating record instead of an isolated till log.

• Create POS sales as numbered Scalar360 invoices.
• Mark the resulting invoice as a POS transaction.
• Issue the invoice when checkout completes.
• Reduce stock from the warehouse linked to the register.
• Keep customer identity on the invoice when selected.
• Retain the register and shift on the sale.
• Retain subtotal, line discounts, coupon discount and points discount.
• Retain CGST, SGST or IGST, total GST, round-off and grand total.
• Retain paid total and change given.
• Replay an existing checkout response safely when the same idempotency key is received.
• Control terminal viewing and checkout creation independently.
• Control sale voiding, shift work, coupon management, loyalty settings and register configuration separately.
• Respect wider invoice visibility and modification rules for cashier-owned POS sales.

Start a working document in Drive or bring in the files the business already uses.

• Upload several files in one selection and keep each result visible in the current folder.
• Create a blank Word document, Excel spreadsheet or PowerPoint presentation from the New menu.
• Name a new file before opening it in the document editor.
• Create files at the Drive root or inside the folder currently being viewed.
• Recognise documents, spreadsheets, presentations, PDFs, images, archives, audio, video, code and text with distinct file treatments.
• Keep the stored file name, content type, file size, created date and latest update date with the record.
• Reject empty uploads and stop new files before they exceed the organisation’s available storage.

Build a folder structure that mirrors the business, then reach the right file without scanning everything.

• Create named folders at the root or inside another folder.
• Move through nested folders with a breadcrumb path back to any parent or Drive home.
• See file and subfolder counts on each folder card.
• Search file and folder names within the current location.
• Sort by name, latest modification or file size.
• Switch between a visual grid and a detailed list with name, modified date and size columns.
• Keep the preferred grid or list view for the next visit on the same device.
• Rename files while preserving their existing extension.
• Rename folders or delete a folder and its nested contents through permission-controlled actions.

Review common files immediately and open office documents in a focused editor when configured.

• Preview supported images in an overlay without downloading them first.
• Open PDF, plain-text and JSON content in the built-in preview experience.
• Download any accessible file from its card, row, preview or editor.
• Open Word, spreadsheet and presentation formats in the browser document editor when that service is configured.
• Create and edit DOCX, XLSX and PPTX files directly from Drive.
• Autosave and force-save supported office edits back to the stored Drive file.
• Open older Word, spreadsheet and presentation formats in their supported editor mode.
• Fall back to download when a file type cannot be previewed in the browser.

Give a specific teammate the right level of access and keep received files separate from owned work.

• Share an individual file with another member of the same organisation.
• Choose Viewer or Editor access for each selected teammate.
• Update a teammate’s permission after the file has been shared.
• Remove a member share when collaboration ends.
• Review every person currently added to a file with their name, email and permission.
• Open received files from a dedicated Shared with me view.
• See the file owner and assigned permission on received file records.

Share outside Scalar360 with a link whose reach and lifetime are explicit.

• Create a public link for someone who does not have a Scalar360 account.
• Choose whether a link opens the file for viewing or permits a download.
• Set a link to expire after one, seven or thirty days, or leave it without an expiry date.
• Keep multiple active links for the same file when different recipients need different terms.
• Copy an active link directly from the sharing panel.
• Review each link’s access level and expiry date.
• Revoke a link immediately so it is no longer available.
• Serve safe preview types inline while forcing potentially unsafe content to download with browser content-sniffing disabled.

Keep capacity, ownership and administrative reach visible as the organisation grows.

• See used bytes, available gigabytes and storage percentage at the top of Drive.
• Warn visually as the organisation approaches its storage limit.
• Provide base Drive capacity in line with the organisation’s effective user seats.
• Add more capacity through the configured Drive storage tiers.
• Limit upload and creation actions to users with Drive upload permission.
• Limit deletion to users with Drive delete permission and the corresponding file access.
• Allow organisation owners or View All Files permission holders to read files beyond their personal workspace.
• Allow organisation owners or Modify Any File permission holders to manage files beyond their own uploads.
• Keep ordinary members scoped to files they own or files shared directly with them.

Read fulfilment, movement and stock risk from one operational dashboard.

• See invoices awaiting fulfilment with their combined value and committed unit count.
• Track shipments currently in transit and shipments dispatched during the current month.
• Surface low-stock items, batches expiring within 30 days and total units at risk.
• Compare weighted-average and FIFO stock values.
• Review six-month invoice and shipment trends alongside the current fulfilment-status mix.
• Compare stock value by warehouse and identify the highest-value items.
• Open current fulfilment work, recent shipments and low-stock items from the dashboard.

Turn an issued invoice into a traceable warehouse dispatch.

• Create a shipment against an issued or paid invoice rather than re-entering the sale.
• Ship an invoice completely or in parts while respecting each line's remaining quantity.
• Choose the dispatch warehouse and retain shipment number, customer, invoice and item references.
• Record carrier, tracking number, ship date and operational notes.
• Move delivery status forward through Shipped, In transit, Out for delivery and Delivered.
• Search shipment number, invoice, customer, carrier or tracking number and filter by status.
• Review item count, total units, warehouse, logistics details and the chronological status-event trail.
• Cancel an eligible shipment to restore stock, shipped quantity, FIFO cost and batch context.

Connect dispatch records to the carrier handoff and customer-facing document.

• Create and maintain multiple courier providers, including an organisation default.
• Configure provider base URL, authentication header and securely stored API key or token.
• Define push method, request URL and an optional JSON body template for a courier API.
• Map AWB, tracking URL and status fields from the provider response.
• Configure a later tracking request and map the returned courier status.
• Test provider configuration before using it on a live shipment.
• Push a shipment to a chosen provider, retain its AWB and tracking URL, and sync status later.
• Use manual carrier and tracking details when an automatic courier connection is not configured.
• Generate a delivery-note PDF and choose Standard, Accent or Minimal presentation.
• Apply a delivery-note logo, accent colour and reusable footer copy.

Keep stock between locations visible as a staged movement, not a silent correction.

• Create an itemised transfer between different source and destination warehouses.
• Record transfer date, item quantities and notes while viewing source availability.
• Edit or delete a transfer while it remains in Draft.
• Dispatch a transfer to remove quantity from the source and mark the goods In transit.
• Receive the transfer to add quantity at the destination warehouse.
• Cancel an unreceived transfer and return its quantity to the source.
• Keep Received and Cancelled transfers read-only as the permanent movement record.
• Review the transfer number, route, dates, item count and status from the transfer list.

Turn a reorder threshold into reviewed purchasing work.

• Generate candidates for items at or below their configured reorder level.
• See on-hand quantity, reorder point, suggested quantity, cost and preferred vendor.
• Distinguish out-of-stock items and candidates without a preferred vendor.
• Search, filter, sort and paginate the replenishment queue.
• Select only the lines that should be ordered and adjust the requested quantity.
• Choose or change the vendor on each selected line.
• Review selected item count, vendors used, missing vendors and estimated order value.
• Create one draft purchase order per vendor from the selected replenishment lines.

Keep lot identity and shelf-life risk attached to the quantity.

• Enable or disable batch tracking for an individual inventory item.
• Record goods-in with batch number, expiry date, warehouse, quantity and optional unit cost.
• Review every batch held for a selected item with its remaining quantity and status.
• See expired batches and batches due within 30 or 90 days.
• Measure the total units held in expiry-risk batches.
• Search items before opening their lot history or adding a new batch.
• Consume tracked stock using first-expiry-first-out ordering.
• Retain warehouse context when batches are received, consumed or restored.

Correct physical stock without erasing the explanation.

• Post a multi-item increase or decrease against a selected warehouse.
• Record an adjustment date, standard reason and optional notes.
• View the current quantity and resulting quantity before posting each line.
• Prevent a decrease from taking warehouse stock below zero.
• Assign a numbered, posted adjustment record to every correction.
• Search adjustments by number, warehouse or reason.
• Cancel a posted adjustment to reverse its stock effect while retaining its audit record.

Represent a sellable kit as a controlled combination of stocked components.

• Choose an existing inventory item as the finished bundle.
• Add multiple component items and define the quantity required for each finished unit.
• Prevent circular bundle definitions that would make assembly unsafe.
• Calculate buildable quantity from current component availability.
• Review component on-hand and the number of kits each component can support.
• Assemble a chosen quantity in a warehouse by consuming components and adding finished stock.
• Disassemble finished stock to return its components to the selected warehouse.
• Carry component and finished-item changes into stock movement history.

Keep reusable item pricing ready for the sales workflow.

• Create a named price list and choose whether it is the default.
• Add existing inventory items and set a specific selling price for each one.
• Compare each price with the item's standard selling price as a percentage difference.
• Review item count and the average movement above or below standard pricing.
• Edit the name, default state, item selection and prices later.
• Delete a price list that is no longer required.

Bring goods, customer credit and the original fulfilment record back together.

• Start a return from an issued invoice and retain invoice and customer context.
• Optionally link the return to a specific non-cancelled shipment.
• Limit each line to the quantity sold, or to the quantity dispatched on the selected shipment.
• Choose which items and quantities are coming back and record the return date and reason.
• Optionally restock returned inventory into a selected warehouse.
• Optionally create the linked customer credit note in the same workflow.
• Search returns by return number, invoice, customer or credit-note number.
• Cancel a received return to reverse its restock and void the linked credit note.

Define what one production run makes, what it consumes and the operations it should create.

• Create, edit and remove bills of materials for finished inventory items.
• Set the output quantity produced by one run and keep more than one BOM available for a product.
• Mark the normal build as the product’s default BOM.
• Add, remove and reorder component lines with quantities, units and line notes.
• Allow expected scrap percentages to increase the effective component requirement.
• Activate or deactivate a BOM without deleting its definition.
• Build an optional routing with named operations, assigned workstations and planned minutes.
• Turn routing operations into shop-floor job cards when a work order is created.
• Estimate material cost per batch from current component costs, quantities and expected scrap.

Bring demand, planned output and material readiness into one production decision.

• Create production plans with one or more finished goods and planned quantities.
• Pull open sales demand into a plan instead of re-entering required products manually.
• Add low-stock manufacturable items from replenishment suggestions.
• Set planned start and end dates for the production window.
• Choose a source warehouse for component consumption and a target warehouse for finished goods.
• Review every required component against available quantity before work begins.
• See component shortfalls consolidated across the complete production plan.
• Identify planned items that do not yet have an active BOM.
• Cancel or remove draft plans when the production decision changes.

Turn a shortage into a purchasing handoff without losing its production context.

• Generate a material request directly from a production plan’s component shortfalls.
• Create a standalone request with the required items, quantities, warehouse and required-by date.
• Keep the originating production plan number visible on its material request.
• Compare requested quantities with on-hand quantities for each component.
• Show the preferred vendor already assigned to each inventory item.
• Warn when a requested item has no preferred vendor before purchase-order creation.
• Create purchase orders from request lines that have purchasing context.
• Move a material request through Open, Ordered, Received or Cancelled states.
• Search and filter material requests by number, plan and status.

Carry a defined build into production, with quantities, warehouses and dates attached.

• Generate work orders from a production plan or create one directly from an active BOM.
• Set planned quantity, start date, end date and production notes.
• Choose where components are consumed and where finished goods are received.
• Review required and available material quantities before starting production.
• Move work orders through Draft, In progress, Completed or Cancelled states.
• Record good output in more than one production completion when the run is partial.
• Record rejected output separately as scrap.
• Consume materials for good and scrapped units while adding only good units to finished stock.
• Receive completed output into the chosen warehouse with its rolled-up material cost.
• Review produced quantity, remaining quantity, completion progress and accumulated material cost.

Break the run into visible operations and keep the floor’s progress easy to update.

• Generate job cards from BOM routing operations or add a job card manually.
• Connect each card to its work order, operation, workstation and planned quantity.
• Move work across Open, Work in progress, Material transferred, Completed and On hold stages.
• Drag job cards between stages on the board or update them through the supported controls.
• Record completed quantity against the planned quantity for each operation.
• Search the shop floor by operation, work-order number or finished item.
• Switch between the visual board and a detailed table view.
• Review every generated operation from the related work-order record.
• Remove manual or obsolete job cards when allowed.

Give each operation a real station and compare its queued work with a working day.

• Create, edit and remove the workstations used by production routing.
• Keep a name and description for each station.
• Set available minutes per day for capacity planning.
• Assign BOM operations and job cards to the appropriate workstation.
• Calculate queued load from the planned minutes of open job cards.
• See each station’s open job count and estimated days of work.
• Highlight workstation load that exceeds one working day.

Keep rejects and quality outcomes inside the same record as the work that created them.

• Mark each job card’s quality status as Pending, Passed or Failed.
• Keep quality notes with the operation record.
• Record scrap quantity separately from good production output.
• Include scrap when calculating the components consumed by a production completion.
• Keep the material value of scrap separate from the value received into finished inventory.
• Roll the consumed component cost into the finished-goods stock layer.
• Review material cost and scrapped units from the work-order detail.

Send components to a production partner and receive the finished result with cost intact.

• Create a subcontract order for a vendor, finished item and required quantity.
• Use the finished item’s default BOM to calculate the components that must be sent.
• Check required components against available stock before material issue.
• Choose the warehouse materials leave and the warehouse finished goods return to.
• Record the vendor’s total subcontract charge and production notes.
• Move an order from Draft to Materials sent and then Received.
• Consume component stock when materials are sent to the vendor.
• Receive finished goods back with material and subcontract charges combined into unit cost.
• Review material cost, service charge, total cost and received unit cost together.
• Search and filter subcontract orders by vendor, item, number and status.

Give supervisors a concise view of current load, output, shortages and cost.

• See open and completed work-order counts with current material cost.
• Review open production plans, material requests, subcontract orders and job cards.
• Track units produced and material cost across recent production periods.
• Compare work orders by status and job cards by shop-floor stage.
• Open recent work orders directly from the manufacturing dashboard.
• Keep current material requests visible beside production performance.
• Filter work-order, plan, material-request and subcontract lists by status and search terms.
• Keep manufacturing records scoped to the current organisation and authorised users.

Give every owned item a durable operational and financial identity.

• Create and edit assets with a custom code or an automatically generated organisation sequence.
• Record name, category, brand, model, serial number and detailed specifications.
• Classify condition as New, Good, Fair or Poor.
• Keep purchase date, purchase cost and originating vendor with the asset.
• Store warranty expiry, location, internal notes and current lifecycle status.
• Search by code, name, brand, model, serial number or current holder.
• Filter the register by status and category.
• Review purchase cost, accumulated depreciation and current book value from the record.

Set reusable identity and depreciation rules before the register grows.

• Create, edit and remove categories with a name, code and description.
• See how many registered assets use each category.
• Choose Straight-line, Declining balance or No depreciation for a category.
• Store category-level useful life, annual rate and salvage percentage defaults.
• Configure the organisation's automatic asset-code prefix.
• Choose number padding and preview the resulting code format.
• Set the default depreciation method applied to new records.
• Configure the number of days before warranty expiry that requires attention.

Open the right record from the physical asset or its code.

• Generate a QR representation for an asset code from the asset record.
• Use a device camera and the browser Barcode Detector where supported.
• Open the matching asset immediately after a successful scan.
• Enter an asset code manually when camera scanning is unavailable.
• Look up the register by exact asset code through the same scan workspace.
• Fall back safely when browser camera access or live scanning is unavailable.

Know who holds the asset, where it sits and what condition left the store.

• Assign an available asset to an employee, department, location or branch.
• Search the employee directory and retain the direct employee relationship where available.
• Record holder name, working location, expected return date, condition out and notes.
• Check an assigned asset back in with condition-in and return notes.
• Transfer an asset to another holder or location without deleting prior custody.
• Review checkout, expected-return and returned dates in assignment history.
• Distinguish active assignments from returned ones.
• Carry current holder and location into register search and asset summary views.

Keep the evidence and the sequence of changes beside the asset.

• Attach invoices, warranty documents, manuals, photographs or other supporting files.
• Upload individual files up to 25 MB.
• Open an attached document through a generated access URL.
• Remove a document without replacing the rest of the asset record.
• Review assignment changes separately from maintenance activity.
• Retain timestamped asset events with type, description and actor.
• Keep purchase, custody, maintenance, transfer and disposal context on the detail page.

Move service work from a reminder into a traceable asset task.

• Log a Service request, Work order or Preventive maintenance record for an active asset.
• Capture title, description, scheduled date, expected cost, requester and assignee.
• Search maintenance by task, asset name or asset code and filter by status.
• Move work through Open, Scheduled, In progress, Completed or Cancelled states.
• Record completion date and final cost when service is completed.
• Set the next due date and recurrence interval in days for preventive work.
• Configure reminder lead time for upcoming preventive maintenance.
• Optionally auto-create a work order when a preventive schedule becomes due.
• Roll a recurring preventive schedule forward after it is processed.
• Notify the organisation when maintenance is approaching or due.

Start acquisition or repair with a request that can be reviewed and fulfilled.

• Create a Purchase request for new assets or a Service request for an existing asset.
• Record requester, Low, Normal or High priority, title, description and notes.
• Choose a category for a purchase request or the exact asset for a service request.
• Add preferred vendor, quantity and estimated cost where applicable.
• Keep every request under an automatically generated request number.
• Search requests and filter by Draft, Pending approval, Approved, Rejected, Fulfilled or Cancelled.
• Submit a draft request into its approval path.
• Fulfil an approved purchase request by creating its asset record.
• Fulfil an approved service request by creating its maintenance work order.
• Cancel or remove an eligible request while retaining completed approval decisions.

Route asset spend and service work through the right ordered decisions.

• Require approval for asset requests at the organisation level.
• Create active or inactive named workflows for all requests, purchases only or services only.
• Apply a workflow only when estimated cost meets its configured minimum amount.
• Mark a workflow as the default route when no more specific match applies.
• Add and reorder multiple approval levels with real team members or named approvers.
• Allow only the current assigned approver, organisation owner or administrator to decide a level.
• Approve or reject with an optional comment and retain decision time and status.
• Show which level is currently waiting and the decisions already completed.
• Optionally notify approvers when a request reaches their level.
• Use manually entered approvers or auto-approve where policy and workflow configuration allow it.

Turn acquisition cost into a repeatable monthly book-value trail.

• Choose Straight-line, Declining balance or No depreciation for an individual asset.
• Use purchase cost, purchase date, useful life, rate and salvage value in the calculation.
• Apply category and organisation defaults while retaining asset-level control.
• Review annual depreciation, accumulated depreciation, current book value and asset age.
• Generate one depreciation entry per completed calendar month.
• Skip months already booked so scheduled and manual catch-up runs are safe to repeat.
• Run monthly depreciation automatically and trigger an on-demand catch-up from settings.
• Stop depreciation at the salvage floor and cap disposed assets at their disposal month.
• Review the chronological depreciation-entry schedule on the asset record.
• Post newly booked depreciation charges into the connected accounting ledger.

Read portfolio condition, value and end-of-life decisions from one system.

• Review total assets, total acquisition cost, book value and category count.
• Compare assets Assigned, In store, In maintenance, In transit and Disposed.
• See open maintenance work and warranties approaching expiry.
• Review acquisition value across the latest six months.
• Compare asset counts by status and by category.
• Open warranty-attention assets and active maintenance directly from the dashboard.
• Dispose an asset by sale or write-off with date, value and notes.
• Prevent assignment, transfer and new maintenance actions after disposal.
• Retain disposal method, date and value on the read-only lifecycle record.
• Exclude disposed assets from future preventive maintenance work.