Transactions Management
for Supercharged SMEs
Monitor live status of every transaction, with smart filter options. This helps you to save an estimated 30 minutes of your time every day.
Access Real-Time Transaction Overview for Total Control & High Productivity
- Unique Transaction Timeline
- GST Invoices
- Payment & Delivery Reminder
- Timely Follow-ups
- Quick Communication
- E-Invoicing
- All Transaction Documents
View the complete transaction history & all documents created, from Purchase Order to Store Entry stage.
Create GST-compliant invoices against order confirmations (OC) directly, or from the transaction timeline. You can include all details such as buyer & supplier details, expected payment date, OC number, OC date & more.
Schedule auto reminders for your purchase & sales counterparties. This includes options such as repeat reminders & reminder stop options.
With live alerts, status & reminders for each transaction, your teams can carry out timely follow-ups & reach out to customers where there are delays.
Tag & post comments to connect with both team members & suppliers. This sends an email notification to them, inviting them to view the comments & documents.
To comply with government regulations, you can enable e-invoicing for your business in TranZact.
Create 15+ documents on the transactions module including sales orders, purchase orders, credit & debit notes, GST invoices, goods received notes (GRN), and more.
Not Just Automated Sales & Purchase Tracking.
- One-click WhatsApp/ Email sharingShare your sales & purchase documents easily over WhatsApp & Email.
- Inventory updatesRecord your supply receipts via inward document & update inventory quantities easily. You can also update your stock from your existing Purchase Orders.
- Smart transaction searchUse custom filters to view only what you want to see & save time.
- Professional document formatsAll documents are created with automated templates that adds a professional look to your external & internal documents.
- Packing listsWhile creating invoices, you can also add packaging lists with details like package type, package number, net or gross weight/ package.
- Transaction tagsTag any transaction based on your use cases, like ‘High Priority' tag, ‘Custom Order' tag or others as required.
- Service transactionsYou can create service-related documents, specifically for services that you avail for, and for those that you deliver too.
Learn More About Transactions
FAQs
What is TranZact's transactions feature?
TranZact's transactions feature is like an inbox for your purchase & sales teams, where you can view the current status and timeline of all your purchase & sales transactions. Here, you can create documents, notify counterparties and collaborate with your team easily.
How do I categorize my transactions?
Within TranZact's transaction module, you can define your purchase & sales transactions separately, add transaction name to every item and auto-generate document numbers for every transaction. This helps you to categorize your transactions easily.
Can I set up payment reminders for my transactions in TranZact?
Yes, with the bell icon in the transactions module, you can schedule automated payment & delivery reminders for counterparties.
Can I print or export my transactions?
Yes, you can print and export your transaction documents with TranZact, only in a few links.
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.