By business type
CRM for Traders, Dealers and Distributors
BizzSetu links quotations, GST invoices, purchase orders and stock for a trading business. Receiving a purchase order adds stock, an invoice or direct sale takes it out, and the purchase and sales registers and stock valuation are built from the same entries.
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The problem
Stock is in one sheet, purchase orders in another, and the GST invoice is typed a third time.
How BizzSetu handles it
Products, variants and serial units are kept once and used on quotations, invoices and purchase orders.
The books follow the documents: with Accounting on, invoices, payments and purchase orders post to the ledger without re-typing.
A typical day
| When | What happens in BizzSetu |
|---|---|
| Morning | Low-stock alerts show what to reorder; purchase orders go to vendors. |
| Through the day | Quotations become invoices and stock moves with them. |
| Month end | GSTR-1 and GSTR-3B data and a Tally or Zoho Books export go to the accountant. |
Features this uses
- Inventory ManagementProducts, variants, serial units, stock movement and low-stock alerts, connected to quotations, invoices and purchase orders.
- Purchase OrdersVendor purchase orders with GST fields, items, quantities and receiving workflow.
- Quotation ManagementGST-ready quotations with per-line GST, revisions, viewed tracking, lost reasons and Mark as Accepted.
- GST Invoicing & ReceivablesGST tax invoices with per-line GST, credit notes, part payments, receivables ageing and automatic invoice drafts for contracts and AMCs.
- GST Return Data & Tally ExportBuild GSTR-1 JSON, a GSTR-3B summary and an ITC ledger from your books, and export the ledger as Tally Prime XML or a Zoho Books CSV.
- Accounting & GSTDouble-entry books that post from your invoices, payments, expenses, purchase orders and payroll, with GST data and Tally export built in.
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See BizzSetu for trading & distribution
Bring one real workflow to the demo and we will show how it runs in BizzSetu.
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Keep exploring
- Lead Pipeline
- Track Client Follow-up Timings
- GST Invoicing & Receivables
- Accounting & GST
- Inventory Management
- Purchase Orders
- HRMS Software
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- Workflow Automation
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