Effortless Document Management
on a Centralized Platform
Create, organize & approve all your documents, based on document type and status, with zero effort!
Access Clear and Concise Documents for Business Efficiency
Create 15+ documents including, Purchase Order, Service Order, Order Confirmation, Invoice, Credit & Debit Note, Proforma Invoice, Receipt Voucher, Delivery Challan, Inward, GRN/QIR, and more on TranZact.
- Customize Documents
- Approval History
- Send Additional Documents
- Bulk Download
- Foreign Currency
Create custom fields to pull in custom data for documents; you can also add additional fields such as logistics details, proforma details & more.
View and track approvals history for every document using the approvals module.
To send additional documents after a document is created, you can use the 'comments' option & attach the required documents.
In TranZact, you can download up to 20 documents at a time based on required filters.
To use a foreign currency, select the currency option within the document; you can also create a document for Special Economic Zone using the ₹(Exp) option here.
Manage Document Series, Permissions & More
Internal/ External Visibility
Upload additional documents & notes against a transaction, and set up external or internal visibility. You can also manage permissions, to view documents created by other users.
Edit Document Emails After Sending
Using the resend email option, you have the option to edit document emails after they are sent.
Add Document Series
Using the document number format option, you can add series name & numbers to all your documents.
FAQs
What are the documents used in inventory management?
Following are the documents used in inventory management:
- Inward
- Goods Received Note (GRN), Quality Inspection Report (QIR)
- Sales Invoice
- Delivery Challan (Purchase Return)
- Raw Material Issue Document
- Finished Goods Receiving Document
TranZact is a team of IIT & IIM graduates who have developed a GST compliant, cloud-based, inventory management software for SME manufacturers. It digitizes your entire business operations, right from customer inquiry to dispatch. This also streamlines your Inventory, Purchase, Sales & Quotation management processes in a hassle-free user-friendly manner. The software is free to signup and gets implemented within a week.