Sales
Create quotations, confirm orders, apply pricing and tax, and convert approved business into an invoice without re-entering customer details.
Customer and contactsProfessional quotationsSales ordersPricing and tax
Explore Sales The NextGenERP product ecosystem
Everything Your Business Needs.
Connected in One Platform.
From your first customer enquiry to payroll, invoices, payments and accounts, NextGenERP keeps everyday business operations connected.
One source of truth. Customer, employee and money records continue between modules instead of being recreated.
Sell
Sales
Turn enquiries into customers and confirmed business.
CRM
Capture every enquiry, schedule follow-ups, track opportunities and keep your entire sales team working from one customer record.
- Lead management
- Follow-up reminders
- Opportunity pipeline
- Complete activity history
- Lead conversion
NextGenERP CRMPune branch · FY 2026–27
Sales pipelineToday’s overview
Open pipeline₹18.4L
Follow-ups today12
Win rate34%
Needs attentionUpdated now
Meridian ToolsProposal sent₹2,84,000
Kaveri FoodsFollow-up today₹1,26,500
Apex DistributorsQualified₹4,10,000
Customers
Keep contacts, addresses and transaction history together.
Connected workflowRole-based accessSingle source
Explore Customers Quotations
Create clear proposals with pricing, discounts and tax.
Connected workflowRole-based accessSingle source
Explore Quotations Manage People
People
Keep employee work, attendance and salary inputs organized.
HRMS
Keep employee records, reporting lines, attendance, leave, documents and everyday people operations together across branches.
- Employee master
- Organization structure
- Attendance and shifts
- Leave management
- Documents and assets
NextGenERP HRMSPune branch · FY 2026–27
People overviewToday’s overview
Present today46 / 50
On leave3
Open roles4
Needs attentionUpdated now
Aditi KulkarniPresent · 09:12Sales
Rohan MehtaPresent · 09:24Accounts
Neha ShahApproved leaveOperations
Payroll
Bring salary structures, attendance, leave deductions, statutory components, approvals and payslips into one controlled payroll run.
Salary structuresStatutory componentsAttendance-linked salaryLoans and advances
Explore Payroll Attendance
Track check-in, hours, shifts, overtime and corrections.
Connected workflowRole-based accessSingle source
Explore Attendance Leave
Manage policies, balances, requests and approvals.
Connected workflowRole-based accessSingle source
Explore Leave Manage Money
Finance
Bill, collect, buy and control everyday spending.
Billing
Create clear GST-ready invoices, apply tax and payment terms, share PDFs and keep every outstanding amount visible.
- GST-ready invoices
- Invoice types
- Controlled calculation
- Terms and due dates
- PDF and email
NextGenERP BillingPune branch · FY 2026–27
Invoice registerToday’s overview
Billed this month₹14.2L
Receivables₹4.8L
Overdue12
Needs attentionUpdated now
INV/26/0184Due today₹68,440
INV/26/0178Paid₹1,12,100
INV/26/0169Due in 3 days₹94,300
Payments
Record customer receipts and vendor payments, allocate partial or advance amounts, and keep the payment history connected with every document.
Customer receiptsVendor paymentsPartial allocationAdvance payments
Explore Payments Purchases
Manage vendors, purchase orders, bills, approvals, GST input and payables through one connected buying workflow.
Vendor masterPurchase ordersPurchase billsApproval control
Explore Purchases Expenses
Capture operating expenses and employee claims, keep receipts attached, route approvals and understand spending by branch or department.
Business expensesEmployee claimsReceipt recordsMulti-step approval
Explore Expenses Understand Business
Business Control
Connect operations to accounts, tax-ready records and decisions.
Accounting
Invoices, payments, purchases, expenses and payroll can flow into accounts automatically without duplicate entry.
- Owner-friendly view
- Chart of accounts
- Vouchers and journals
- Controlled periods
- Reversals, not overwrites
NextGenERP AccountingPune branch · FY 2026–27
Financial positionToday’s overview
Money in₹14.2L
Money out₹8.6L
Bank balance₹11.4L
Needs attentionUpdated now
Receivables18 invoices₹8,72,400
Payables11 bills₹6,24,800
Net resultCurrent period₹5,60,000
GST
Keep GST invoices, purchase tax, HSN/SAC and tax summaries organized while sales and purchase teams do their normal work.
Tax componentsHSN and SACSales registerPurchase register
Explore GST Tally Export
Run daily operations in NextGenERP and export compatible accounting data for your established Tally workflow.
Master exportSales and purchasesReceipts and paymentsJournals and notes
Explore Tally Export Reports
Bring sales, people and finance information together so owners and managers can act while the work is still happening.
Sales reportsHR reportsReceivables and payablesExpense analysis
Explore Reports Run Operations
Operations
Control stock, warehouses, production, quality and supply.
Inventory
Track location, batch and serial stock through an immutable movement ledger, reservations, counts and inter-branch transfers.
- Immutable stock ledger
- Batch and serial control
- Reservations and counts
NextGenERP InventoryPune branch · FY 2026–27
Inventory workspaceToday’s overview
Open work24
Due attention5
Completed92%
Needs attentionUpdated now
Current workflowIn progressOpen
Exception queueNeeds review5
Recent completionVerifiedToday
Warehouse
Coordinate warehouse locations and tasks while preserving one authoritative inventory movement trail.
Location hierarchyGuided executionExact-once dispatch
Explore Warehouse Manufacturing
Use BOMs, multi-level MRP, reservations, work centers and controlled material/finished-goods movements.
Multi-level MRPMaterial controlProduction completion
Explore Manufacturing Quality
Evaluate configured inspection parameters, disposition stock and manage defects, NCR and CAPA with audit evidence.
Backend evaluationStock dispositionNCR and CAPA
Explore Quality Supply Chain
Turn reorder shortages into procurement action, assess suppliers and record shipment, delivery and POD evidence.
Replenishment planningSupplier scoreDelivery and POD
Explore Supply Chain Deliver Work
Delivery
Coordinate projects, service, marketing and employee learning.
Projects
Plan milestones and tasks, allocate teams, approve time and prepare source-linked billing without double charging.
- Delivery plan
- Controlled billing
- Profitability
NextGenERP ProjectsPune branch · FY 2026–27
Projects workspaceToday’s overview
Open work24
Due attention5
Completed92%
Needs attentionUpdated now
Current workflowIn progressOpen
Exception queueNeeds review5
Recent completionVerifiedToday
Service Desk
Assign tickets by queue and capacity, separate public replies from internal notes and track business-calendar SLA.
Queue assignmentBusiness-hours SLAPrivate internal notes
Explore Service Desk Marketing Automation
Build safe segments and campaigns, enforce consent/suppression at send time and run bounded CRM-connected journeys.
Safe segmentationConsent-aware emailLead journeys
Explore Marketing Automation Learning Management
Organize courses, learning paths, assessments, sessions, attendance, certificates and renewal assignments.
Courses and pathsSecure assessmentsCertificates and renewal
Explore Learning Management Understand & Control
Platform
Use governed analytics, productivity, integrations and access control.
Business Intelligence
Use registered KPI formulas, controlled report datasets, safe exports, targets and threshold alerts without arbitrary SQL.
- KPI registry
- Controlled reports
- Secure exports and alerts
NextGenERP Business IntelligencePune branch · FY 2026–27
Business Intelligence workspaceToday’s overview
Open work24
Due attention5
Completed92%
Needs attentionUpdated now
Current workflowIn progressOpen
Exception queueNeeds review5
Recent completionVerifiedToday
Productivity & Approvals
Use permission-aware global search, saved views, notification preferences, controlled imports, custom fields, tags and reusable multi-step approvals.
Permission-aware searchControlled import centreReusable approvals
Explore Productivity & Approvals Integration Hub
Manage encrypted provider settings, signed outbound webhooks, retry logs, provider health and scoped integration events from one controlled hub.
Encrypted provider settingsSigned webhooksObservable retries
Explore Integration Hub Platform & Access Control
Control companies, branches, roles, permissions, subscriptions, sessions, MFA, audit evidence and privacy workflows from the same platform boundary.
Scoped roles and permissionsIdentity securityTamper-evident audit trail
Explore Platform & Access Control One connected platform
Lead → Sale → Invoice → Payment → Accounts
And Employee → Attendance → Leave → Payroll → Accounts.