12 Modules. One Platform. Built for Indian Operations.
Every module is designed around how Indian manufacturers and trading companies actually work — not a global template adapted for India.
Tally Prime Integration
QuickBiz connects directly with Tally Prime — your most important differentiator. Operations data flows from QuickBiz to Tally automatically. Your accounts team keeps using Tally exactly as before. No migration. No duplicate entry. No disruption.
What syncs:
- Sales invoices and credit notes pushed to Tally
- Purchase entries synced from QuickBiz to Tally
- Outstanding receivables visible to sales team without Tally access
- Real-time ledger balance checks from within QuickBiz
Sales Management & Dispatch Tracking
Manage the full sales cycle from inquiry to dispatch. Your sales team gets real-time visibility into customer outstandings, pending orders, and delivery status — without needing to call the accounts team or warehouse.
Key features:
- Inquiry to invoice workflow with approval gates
- Customer outstanding & receivables dashboard
- Dispatch planning and delivery challan generation
- Salesperson-wise performance and commission tracking
Production Planning & BOM Management
Built for Indian manufacturers who need accurate job costing, BOM control, and production scheduling without a complex MES system. Track every production batch from raw material to finished goods — with scrap and yield reporting included.
Key features:
- Multi-level Bill of Materials (BOM) with sub-assembly support
- Daily and weekly production schedule planning
- Work-in-progress (WIP) tracking and job cards
- Scrap management and raw material consumption reports
Multi-Location Inventory Control
Know exactly what stock you have, where it is, and when to reorder — across all your factories, warehouses, and branch locations in real time. Stop relying on WhatsApp messages and phone calls to check inventory status.
Key features:
- Real-time stock tracking across multiple godowns and locations
- Automatic reorder alerts and low-stock notifications
- Batch and serial number tracking
- Dead stock identification and ageing reports
Purchase Management & Vendor Control
Centralise your entire procurement process — from purchase requisition to GRN — with vendor comparison, approval workflows, and automatic inventory updates on receipt. Eliminate rogue purchases and maintain a clean audit trail.
Key features:
- Purchase requisition and approval workflow
- Vendor management and rate comparison
- Goods receipt note (GRN) with inventory auto-update
- Pending purchase order tracking and vendor payment dues
Approval Workflows & Maker-Checker Controls
Replace WhatsApp approvals with structured, auditable workflows. Set multi-level approval chains for purchase orders, credit notes, discounts, dispatches, and expense claims. Every action has an approver and a timestamp — no more verbal authorisations.
Key features:
- Configurable approval chains per document type
- Maker-checker controls with full audit trail
- Role-based user access — each team sees only what they need
- Mobile approval notifications for business owners
Collections & Receivables Management
Stop chasing payments manually. QuickBiz gives your collections team a live dashboard of every outstanding invoice — by customer, salesperson, or region. Set payment follow-up reminders and track collection progress without depending on your Tally accountant.
Key features:
- Real-time outstanding receivables dashboard by customer and age
- Automated payment reminder scheduling
- Collection team target tracking
- Credit limit management and hold order alerts
Owner Dashboard & Business Reporting
See your entire business on one screen — pending orders, production status, top customers, outstanding payments, and sales performance — from your laptop or phone. Business owners no longer need to call five different people to understand what's happening.
Key features:
- Real-time business overview dashboard
- Profitability reports by product, customer, and branch
- Sales, purchase, and inventory analytics
- Scheduled automated reports delivered to your inbox
GST-Ready Accounting & Tally Sync
All transactions in QuickBiz are GST-compliant by design. Sales invoices, purchase bills, and credit notes are generated with the correct GST treatment. Data syncs to Tally Prime automatically — so your accountant's workflow is unchanged and your GST filing is always accurate.
Key features:
- GST-compliant invoicing (CGST/SGST/IGST) built in
- Automatic sync to Tally Prime for accounting entries
- Financial reporting: P&L, balance sheet exports
- Excel export for CA and audit teams
CRM & Customer Follow-Up
Track every customer interaction — from first enquiry to repeat order — in one place. Your sales team can see follow-up tasks, quotation history, and outstanding dues against each customer without switching between Excel, Tally, and WhatsApp.
Key features:
- Lead and enquiry tracking with stage pipeline
- Customer interaction history and follow-up reminders
- Quotation-to-order conversion tracking
- Customer-wise profitability and order history
