Quote, order and invoice without retyping a thing
Manage leads, quotations, sales orders, dispatch and invoicing in one flow. Every order checks live stock and capacity before you promise a date.
Open orders
142
Booked this month
₹2.84 Cr+12%
On-time delivery
96.8%
| Order | Value | Status |
|---|---|---|
| SO-2041 | ₹18.4L | Confirmed |
| SO-2040 | ₹6.2L | Credit hold |
| SO-2038 | ₹11.9L | Dispatched |
| QT-0912 | ₹4.7L | Quote sent |
Trix: Scores every open quote using past deals, margins and customer behaviour.
How sales works, day to day
- 1QuotePrice lists and discounts applied automatically.
- 2OrderStock and capacity checked before you promise a date.
- 3DispatchPick, pack, e-way bill and transporter in one flow.
- 4Invoice and collectGST invoice raised and payment tracked to the bank.
What sales covers
Everything below is included and shares data with the rest of Unitrix.
Quotes to orders in one click
Convert an approved quotation into a sales order with prices, taxes and terms carried over.
Available-to-promise dates
See real delivery dates based on stock on hand, open production and inbound purchase orders.
Price lists and discount rules
Customer-specific pricing, volume breaks and approval limits enforced automatically.
Dispatch and e-invoicing
Pick, pack, ship and raise GST-ready invoices and e-way bills from the same order.
Customer 360
Orders, payments, returns, credit limits and conversations for every account on one screen.
Sales pipeline
Track opportunities by stage and owner, with forecasts that update as deals move.
AI in Sales
Win probability
Scores every open quote using past deals, margins and customer behaviour.
Churn and reorder alerts
Flags accounts that usually reorder but have gone quiet.
Connected to
Changes in sales update these areas instantly, with no imports or sync jobs.
Sales questions
What teams ask before moving sales onto Unitrix.
Still have a question?
Ask Trix and we will answer it live, on your own processes, in a demo.
01Can Unitrix handle multiple price lists per customer?
Yes. Price lists can be set per customer, region, channel or quantity band, with validity dates and approval rules.
02Does it support GST invoicing and e-way bills?
Invoices are GST-ready and the e-invoicing and e-way bill flows run from the sales order.
03Can we start small and add more later?
Yes. Many customers start with sales, purchase and inventory, then add manufacturing, HR or assets. Everything shares the same database, so nothing needs re-integrating.
04How long does implementation take?
It depends on the scope and the data you bring. Your plan, with dates for each phase, is agreed before the project starts, and most teams go live in phases rather than all at once.
See sales in action.
A 45-minute walkthrough tailored to how you plan, buy, make and sell. Bring your toughest workflow.