Order to cash, from first enquiry to collected cash
Every enquiry, quote, sales order, dispatch, invoice and receivable sits in one chain of records. Nobody re-types, and you see what is owed, by whom and since when.
Cash gets stuck between departments
In most plants, sales, stores, accounts and dispatch each keep their own version of the order. Money leaks in the gaps between them.
- Enquiries arrive on WhatsApp, email, phone and at exhibitions, and some never get a quote
- Quotes are built in Excel on last year’s costs, so margin is a guess
- Material is dispatched without the customer PO, so the invoice gets disputed
- Invoices are keyed into Tally again, then corrected again
- Overdue receivables are chased from memory, usually at month-end
Nine modules, one sales chain
Each step creates the next document from the last one, so numbers, prices and terms flow through without re-entry.
Leads & Enquiries
Every enquiry from WhatsApp, email, phone, the Marketplace or an exhibition lands in one pipeline with follow-up reminders.
Configure-to-Quote
Pick product options and get a live bill of materials, a cost roll-up of material, labour, overhead and margin, and stock checked per line.
Quotation
Revisions tracked and costs frozen when sent. Quotes below floor price or minimum margin need owner approval. Converts to an order or proforma.
Sales Order
Customer PO enforced where required. Promised date is checked against production and purchase lead time, then released to plant and purchase.
Proforma & Invoice
Proforma for advances and invoices for supply, created from the order and dispatch, with credit and debit notes and payment tracking.
Dispatch & Delivery Challan
Pick, pack and ship against the order with packing list, quality documents, transporter details and proof of delivery.
Receivables & Collections
Ageing, promise-to-pay, WhatsApp and email reminders, disputes, TReDS decisions and predicted slippage per invoice.
Customer Portal
Customers see their orders, dispatch status, invoices, statements and quality documents, and can raise complaints.
Cash-flow Forecast
A 13-week and 12-month cash view built from predicted receivables, scheduled payables, payroll, EMIs and committed POs.
See these modules on a plant like yours
40-minute walkthrough on simulated companies across trades.
Book a demoA chain your team and your customer can follow
Every document is created from the previous one and numbered from your own series, per legal entity and financial year.
Example numbering from the demo company. Series, prefixes and resets are configured per entity.
Order to Cash: common questions
Does NirmitiX replace Tally?
Not necessarily. Operations run in NirmitiX and the Tally connector posts vouchers and ledgers to Tally, so your CA keeps working in the books they know.
We have more than one company. Does it work?
Yes. Each legal entity has its own numbering series, bank accounts and branding, and you switch entities from the top bar. Customers and items can be shared across entities.
Can we quote configurable products?
Yes. Configure-to-Quote turns product families with options into a live bill of materials and a costed quote, and checks stock for each line.
See NirmitiX run a factory like yours
A 40-minute live walkthrough on real manufacturing data across ten simulated companies in different trades. Bring your toughest month-end question.