What is the difference between a quotation, an order, a challan and an invoice?
A quotation is a price offer, an order is what the customer confirmed, a challan is a delivery, an invoice is the sale that posts to the books.
• Quotation — a price offer to a customer. It does not touch the books or your stock.
• Sales order — what the customer has confirmed they want. It does not touch the books or your stock either, and it holds nothing aside; it is the promise the delivery and the bill are made against.
• Delivery challan — records goods leaving your premises, usually before the invoice is raised.
• Sale invoice — the actual sale. This is the one that posts to the ledger and moves stock.
Use a quotation while you are still negotiating. When the customer accepts, raise an order — or go straight to an invoice if they are paying on the spot. Every step is skippable.
Still not sure? Ask it in the chat in the corner — no account needed, and a person answers whatever the assistant can't.
How do I see which products or customers make money?
Profitability shows gross profit grouped by product, by customer, or by invoice, over any date range.
Can I try it before paying?
Yes — sign up, create your company, and start the free trial from the pricing page.
How does ERP capacity pricing work?
Choose Monthly or Yearly, then set the exact total users needed for each company.
How do I add a customer or a supplier?
Chart of accounts → New account → Type: Party, then say whether they are a customer, a supplier or both.