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Accounts Receivable | Quotes & Sales Orders

Quote, approve, convert. The version history captured, the approver chain enforced.

Quotes with line-level discounts and tax. Approval workflows by amount and discount %. Version history per quote. One-click conversion to sales order. Credit limit checked at SO. Tax engine applies CGST, SGST or IGST per place of supply at this step, not later.

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Quotes Sales Orders

How it works

From quote to sales order to invoice.

Step 01

Quote with version history

Every revision captured. Sales sees the history, the customer sees the latest. Approvals fire on amount thresholds or discount % above policy.

Step 02

Convert to SO with credit check

On customer accept, the quote converts to a sales order with one click. Credit limit checked at SO save; breaches block dispatch with a CFO override path.

Step 03

Tax + place of supply applied

CGST, SGST or IGST applied at the SO step per Section 12 (goods) or Section 13 (services) place-of-supply rules. Inter-state vs intra-state resolved before the invoice is raised.

Step 04

Invoice generated with IRN

On dispatch (goods) or service delivery, the SO converts to a GST invoice with auto-generated IRN, QR code and e-way bill where applicable.

What the system does

Capability, input, output.

  • Quote with version history

    Input
    Sales rep + customer + line items
    Output
    Versioned quote with approver chain

  • Approval routing

    Input
    Quote amount + discount %
    Output
    Routed to the right approver

  • SO conversion

    Input
    Accepted quote
    Output
    Sales order with credit check

  • Place of supply engine

    Input
    Bill-to + ship-to + service type
    Output
    CGST + SGST or IGST applied per Section 12 / 13

  • Credit limit check

    Input
    Customer credit limit + open exposure
    Output
    Allow / hold / override at SO save

  • Quote-to-invoice conversion

    Input
    Approved SO + dispatch / service delivery
    Output
    GST invoice with IRN, QR, EWB

Compliance + integrations

Quote to invoice, the GST way.

Place of supply applied at the SO step, not at invoice. Tax engine handles inter-state, intra-state, SEZ and export scenarios.

Regulations we work within

  • Section 12 + 13, IGST Act

    Place of supply for goods and services applied at quote.

  • Section 31 + Rule 46

    Mandatory invoice fields validated at SO conversion.

  • Companies Act, Rule 11(g)

    Quote and SO version history captured in audit trail.

Connects to

  • Tally Prime SO + invoice sync
  • Zoho Books Native connector
  • CRM systems Salesforce, HubSpot, Zoho CRM quote sync

Quotes & Sales Orders FAQ

What buyers ask.

Can sales reps offer discounts beyond their authority?

Discounts above policy thresholds route to a higher approver. Per-rep limits are configurable. The discount approval is captured on the quote with the approver and reason. The trail is auditable.

What if the customer changes the order before invoicing?

Open SOs can be amended (line addition, quantity change, price revision). Each amendment is a new version with full history. The credit check re-runs on amendment. Once converted to invoice, changes go through the credit note workflow.

How does inter-state vs intra-state resolve at the quote?

The bill-to address sets the customer state; the ship-to address sets the place of supply for goods (Section 12). For services, Section 13 logic applies (most services follow the bill-to). The system applies the right CGST + SGST or IGST split at the SO step so the invoice is correct on first issue.

Can we do quote templates by customer or product line?

Yes. Reusable templates per customer segment or product line, with pre-filled line items, GL coding, discount caps and approver chains. Saves typing and prevents discount drift across reps.

More in Accounts Receivable

Related features

Send your next quote with the approval chain on it.

Connect one entity, free. Send a quote, watch the approval fire, convert to SO, check credit, raise the invoice with IRN. The full cycle on your data, in 10 minutes.

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