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For the sales team: customers, invoices and advances

A salesperson's day is customers: new ones to add, orders to bill, advances to collect and old balances to chase. MatruOS gives each customer one record, so the sales team and accounts work from the same page.

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RolesSales

Customer records, invoices at home and abroad, and advances against orders.

  1. 01What the sales team does in MatruOS
  2. 02One record per customer
  3. 03Orders paid in advance

What this solves

Sales staff lose orders while looking up prices and stock

01Today

Counter staff, sales executives and field teams call the office for prices, stock and dues before they can promise anything.

02In MatruOS

Each sees prices, stock, a customer's dues and their own targets on one screen, with quotes and orders made on the spot.

03What changes

Orders are confirmed in front of the customer, and the office stops answering the same questions all day.

What the sales team does in MatruOS

Adds customersFrom the form, a typed sentence, or a snapped visiting card.
Avoids duplicatesA warning shows when the customer is already on file, with Add anyway when it is a new one.
Raises invoicesGST invoices with the right tax heads, from the form or a sentence in the Ask box.
Bills overseas buyersExport invoices in the buyer's currency with place of supply 96.
Takes advancesA receipt voucher for the advance, set against the invoice later.
Knows who owes"Who owes me?" in the Ask box lists customers with balances.

One record per customer

The duplicate warning stops the same dealer from being entered twice. Before a visit, the dealer's page shows what was billed, what was paid and what is due.

Orders paid in advance

When a water projects contractor pays ₹50,000 against a pump order, the advance is recorded with a receipt voucher. When the order is billed, the advance is set against the invoice and the balance due is shown on the customer's page.

How it works

How it goes in MatruOS

  1. Add the customerSnap the visiting card or type the details.
  2. Take the advanceRecord it with a receipt voucher.
  3. Bill the orderRaise the GST or export invoice and set the advance against it.
  4. Follow the balanceRead the customer's page or ask who owes you.

Questions

Questions people ask

Can I bill a buyer in Dubai in US dollars?

Yes. Export invoices can be raised in the customer's currency, with IGST and place of supply 96, and a prompt for your Letter of Undertaking.

What happens if I add a customer who is already there?

MatruOS shows a duplicate warning with the existing record. Open it, or choose Add anyway if it really is a different customer.

Can I add a customer from my phone?

Yes. Snap the visiting card and AI fill puts the details into the form for you to check and save.

Read next

Where to go from here

CustomersOne page per customer or supplier: documents, balance, payments and history.Field staffAdd a dealer from a visiting card, check balances and record collections.GST invoicesPick the customer and items. The tax split, HSN and amount in words are done for you.

Run the whole business on one system Set up for your trade.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

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Chat with the MatruOS team on WhatsApp, +91 97234 99901