Selling from the office
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Selling from the office
For businesses with no shop counter and no marketplaces: distributors, traders and sales desks.
Overview
Selling from the office is the full order-to-payment flow for businesses with no shop counter and no marketplaces.
Who this is for
Many businesses sell only from an office or godown: orders come by phone, WhatsApp, a salesman or a dealer, goods go out by delivery, and customers pay later. O2M runs that whole flow from Orders, without a counter and without any marketplace.
Quotation
price offer to the customer
Order
what they confirmed
Invoice
at order or at dispatch
Delivery
challan or e-way bill
Payment
now or on credit
Set up once
- 1Company profile: GSTIN and address (Settings → Company profile).
- 2Outlets: one per office or branch, each with its warehouse.
- 3Sales sources: Phone, WhatsApp, Salesman, Dealer, or your own.
- 4Invoice point: at dispatch if you invoice when goods leave, or when the order is made.
- 5Customers: add your regular buyers with GSTIN, credit limit and credit days, and their opening balances.
Day to day
| Task | Where | How |
|---|---|---|
| Send a price | Quotations | New quotation → send → mark accepted → convert to order or proforma |
| Take an advance | Proformas | Proforma invoice → record the advance; the final invoice uses it |
| Book an order | Orders → Create order | Source, outlet, customer, items → Save, or Save and invoice |
| Invoice | The order | Made at order or at dispatch; A4 tax invoice; send by WhatsApp, SMS or e-mail |
| Goods on approval | Challans | Delivery challan → bring back what returns → invoice the rest |
| Goods on the road | GST portal | E-way bill for the invoice; change vehicle if needed |
| Get paid | Money owed | Record receipt (cash, bank, UPI, cheque, TDS) against the invoices |
| Something comes back | The order | Return → credit note; or a debit note for a price difference |
Month end
- Money owed: ageing, statements and reminders for late payers.
- GST reports: sales by rate, B2B and B2C, credit and debit notes, ready for your returns.
- Books: export to Tally or send to Zoho Books.