Sales
Order to cash, without the gaps.
Orders that flow through fulfilment, delivery and invoicing in governed stages — with credit control at the gate, schemes priced by the server, and collections that know every open rupee.
Request a demo| Line | Ordered | Allocated | Delivered | Invoiced |
|---|---|---|---|---|
| Amber Cola 500ml | 240 | 240 | 240 | 240 |
| Masala Bites 90g | 120 | 120 | 60 — partial | 0 |
Order lifecycle architecture.
Order
Priced by the customer's list and discount group
Approve
Credit limit checked at save, discounts by line
Fulfil
Released, allocated and picked — in part if needed
Deliver
Delivery challan issued against the order
Invoice
Posts from the delivery, with IRN and e-Way Bill
Collect
Receipts knock off against the open invoice
Everything after the deal is won.
01 · Staged order flow
Every stage, partially if needed
Release to fulfilment, allocate, pick, deliver, invoice — each can run on part of the order — with a live counter of what's still pending; bulk order processing for the hundred-order morning.
Dealer & channel orders
Their PO becomes your order
Distributor purchase orders convert into supplier sales orders, branch-resolved — plus recurring and usage-based subscription billing into the same pipeline.
Ask Sense: “What is still pending on SO-10482?”
Shree Ganesh Stores
Every stage runs line-selectively — the pending counter is live
The bad order stops at save
Per-customer and per-partner limits enforced at order and invoice save, with the arithmetic in the rejection — and a breach can auto-raise an approval.
e-Invoice and e-Way Bill from the document
GST-ready invoices with GL posting, split billing, advances — statutory documents generated from the record, not re-keyed.
Order to cash — one record, end to end.
Order
SO-20417 · 240,000
Approve
within limits ✓
Fulfil
84 of 120 units picked
36 units follow on the same order
Deliver
challan issued
Invoice
INV-1108 · GST posted
Collect
240,000 · receipt matched
01
An order can fulfil in parts — the remaining units stay on the same order, not a new one.
02
The invoice posts from the delivery itself, so quantities never drift between documents.
03
Collection closes the loop on the same record the rep created in the field.
The capabilities, stated plainly.
Every row ships today and traces to a capability described on this page.
| Capability | xMatix Sales |
|---|---|
| Staged order lifecycle | Native |
| Partial fulfilment and split invoicing | Native |
| Bulk order processing | Native |
| Credit-limit enforcement at order save | Native |
| Trade schemes recomputed at posting | Native |
| Capability | xMatix Sales |
|---|---|
| e-Invoice (IRN) and e-Way Bill in the invoice flow | Native |
| Payments and collections against open invoices | Native |
| Dealer purchase-order conversion | Native |
| Subscriptions and usage billing | Native |
| Credit and debit notes | Native |
Everything in Sales.
Staged order lifecycle
Every order knows exactly where it stands.
From confirmation to delivery to cash, each order moves through visible stages — “where is it” answers itself.
Selective/partial stage actions
Partial deliveries are normal, not a workaround.
Ship what's ready, invoice what shipped — the rest of the order waits intact, nothing forced.
Bulk order processing
A hundred orders, one action.
Confirm, allocate or invoice whole batches at once — season-peak volume without season-peak headcount.
Credit-limit enforcement
The order that would blow the credit line never gets placed.
xMatix checks the customer's real outstanding at the moment of saving — and shows the salesperson the exact numbers instead of a mystery error.
Trade schemes at posting
The promised offer is the invoiced offer.
Schemes recompute on the server when the document goes through — the cart's promise and the final invoice always match.
Split & advance invoicing
Bill the way the deal was struck.
Advance now, balance on delivery, or an order split across invoices — billing follows the agreement.
e-Invoice & e-Way Bill
Compliance inside the invoice, not after it.
IRN and e-Way Bill generate in the invoicing flow itself — no portal detour, no truck held at the gate.
Payments & collections
Every rupee collected finds its invoice.
Payments record against open documents with the balance always live — collections stop being detective work.
Open-document knock-off
Settle accounts, not spreadsheets.
Receipts knock off against open invoices cleanly, partial or full — the customer statement always reconciles.
Dealer order conversion
The dealer's PO becomes your sales order.
Distributor purchase orders convert directly, resolved to the right branch — no rekeying, no transcription errors.
Subscriptions & usage billing
Recurring revenue on rails.
Contracts bill by cycle and usage tier into the same invoice pipeline as everything else.
Credit & debit notes
Corrections that keep the books clean.
Returns and adjustments raise proper notes that flow to the accounts — the correction is as auditable as the sale.
The questions evaluators ask.
Everything from the confirmed order to money in the bank. Orders move through visible stages — confirmation, allocation, delivery, invoicing — so “where is it” answers itself, and whole batches can be confirmed, allocated or invoiced in one action. Invoicing carries GST compliance inside the flow, payments record against the open documents they settle, and receipts knock off partially or in full until the customer statement reconciles. Credit and debit notes keep corrections as auditable as the sale.
Yes — partial fulfilment is treated as the normal case, not a workaround. You ship what's ready and invoice what shipped; the rest of the order waits intact, with nothing forced or cancelled. Billing follows the same flexibility: advance now and balance on delivery, or one order split across several invoices, so the paperwork matches the way the deal was actually struck.
From policy, not the salesperson's memory. Price lists and discount groups follow the customer, their group and the date, so the right price applies automatically. Trade schemes compute on the server when the document posts — the promise shown at order time and the final invoice always match, because the same engine produces both. The rules themselves are configured by your team on the platform, without a release.
Yes — compliance happens inside the invoice, not after it. IRN and e-Way Bill generate in the invoicing flow itself, with no portal detour and no truck held at the gate. GST data accumulates correctly through the month in xMatix Finance & Accounting, so filing the return is a review rather than a reconstruction. TDS and TCS compute where the transaction happens.
Every payment records against the open documents it settles, with the outstanding balance always live — collections stop being detective work. Receipts knock off against invoices cleanly, partial or full, so the customer statement always reconciles. Credit limits read the same figures: the order that would blow the line is stopped at save, and the salesperson sees the exact numbers rather than a mystery error.
