Journeys
1. An online order, start to finish
A shop order is picked, shipped, billed and paid, and nobody types it twice.
See it live in ERPNext ↗ Sales Order → Pick List → Delivery Note → Sales Invoice → Payment Entry · FlowMentor guides each step
- The order lands in Sales
An order placed in your Online Store arrives in Sales as an ordinary sales order, billed and picked like any other. Nobody re-types it.
Sales order · Online Store → Sales
- The warehouse gets its pick list
The sales order tells the warehouse what to pick. The pick list reaches the scanner, and the stock figure moves as each item is picked.
Pick list · Sales → Stock → Warehouse Scanner
- Packed and handed to the courier
The picked items leave with their delivery note, and the shipment goes to the courier. The label and tracking link go back to the customer on their own.
Delivery note · Warehouse Scanner → Logistics + Shipment · Logistics → Courier & 3PL
- Billed, with its e-invoice
The invoice is made from the same order, already filled in, and posts to the books as it is saved. Its GST e-invoice number is generated on its own.
Invoice · Sales → Accounting + e-Invoice · Accounting → GST & e-Invoicing
- The payment finds its invoice
The customer's UPI or card payment is settled by the gateway and lands against the right invoice on its own, so your bank balance is right at once.
Payment · Payment Gateways → Accounting
2. Low stock reorders itself
Stock dips below minimum, suppliers quote in their portal, and the chosen one gets the order.
See it live in ERPNext ↗ Material Request → Request for Quotation → Supplier Quotation → Purchase Order · FlowMentor guides each step
- Below minimum: a requirement
Stock drops below your minimum and the system raises the requirement itself, so you hear about it before the shortage happens.
Requirement · Stock → Buying
- Suppliers asked to quote
Your suppliers see what you need in their own portal and quote directly.
RFQ · Buying → Supplier Portal
- Quotes compared side by side
The quotes come back side by side, so you compare prices and approve one instead of digging through email.
Supplier quote · Supplier Portal → Buying
- The order goes to the winner
The purchase order goes to the chosen supplier's portal and reaches them on WhatsApp, where they actually read. They confirm quantities and dates.
Purchase order · Buying → Supplier Portal + Purchase order · WhatsApp → Supplier Portal
3. A fingerprint becomes a payslip
A fingerprint at the gate becomes attendance, feeds payroll, and ends as a payslip.
See it live in HRMS ↗ Employee Checkin → Attendance → Salary Slip · FlowMentor guides each step
- A fingerprint at the gate
A fingerprint at the gate becomes one check-in, with no separate attendance register to keep.
Check-in · HR Self-Service
- Attendance flows into payroll
The day's attendance flows into payroll on its own, without a single spreadsheet.
Attendance · HR Self-Service → HR & Payroll
- The payslip, downloaded
When salaries run, each person downloads their own payslip, so nobody has to hand them out.
Payslip · HR & Payroll → HR Self-Service
4. Order from the WhatsApp catalogue
The catalogue goes out on WhatsApp; the order comes in through your store.
- The catalogue reaches their chat
Your catalogue goes out on WhatsApp, straight into the chat your customer already reads.
Catalogue · WhatsApp → Customers
- A question, answered on the way
A question about a product goes to the chat bot, which knows your catalogue and answers day and night. The real ones reach a person, with the history attached.
Question · Customers → WhatsApp → Live Chat & Bot + Answer · Live Chat & Bot → WhatsApp → Customers
- They check out in your store
They check out in your Online Store, where prices and stock are the ones in your system. The order arrives in Sales as an ordinary sales order.
Sales order · Online Store → Sales
- Dispatch news, in the same chat
When the order is on its way, the dispatch update goes back to the same WhatsApp chat and is filed on the order it belongs to.
Dispatch update · Online Store → WhatsApp → Customers
5. A quotation becomes an order
An enquiry gets a quote by email, and the yes becomes an order in one click.
See it live in ERPNext ↗ Lead → Opportunity → Quotation → Sales Order · FlowMentor guides each step
- The enquiry gets an owner
An enquiry on WhatsApp lands in the CRM's one list with all the others, and gets an owner and a next action, so nothing is forgotten.
Enquiry · Customers → WhatsApp → CRM
- The quote goes out by email
The enquiry becomes a quotation in Sales and goes out by email from the system. The customer's reply files itself on their record.
Quotation · CRM → Sales + Quote by email · Sales → WhatsApp → Customers
- A bigger discount asks first
A discount beyond the rules you set goes to the manager's phone and comes back approved. No laptop needed.
Approval · Sales → Alerts + Approved · Alerts → Sales
- The yes becomes an order
When the customer says yes, the quotation becomes a sales order in one click, with nothing re-typed, and the warehouse knows what to pick.
Sales order · Sales → Stock
6. A dealer orders on their own
Dealers order at their own prices and hear about dispatch and dues on WhatsApp.
See it live in ERPNext ↗ Sales Order → Pick List → Delivery Note → Sales Invoice → Payment Entry · FlowMentor guides each step
- The dealer orders at their price
A dealer places their own order at their own price, at any hour, without calling your team. Their credit limit follows the rules you set.
Sales order · Dealer Network → Sales
- Picked and sent on its way
The warehouse gets the pick list on its scanner, and the goods leave with their delivery note. The stock figure moves as it happens.
Pick list · Stock → Warehouse Scanner + Delivery note · Warehouse Scanner → Logistics
- A dispatch alert on WhatsApp
The dealer hears that the goods are on their way on WhatsApp, where they actually read.
Dispatch alert · WhatsApp → Dealer Network
- A payment reminder on WhatsApp
When the bill falls due, a payment reminder reaches the dealer on WhatsApp, where they actually read.
Payment reminder · WhatsApp → Dealer Network
- Paid, and matched
The money the dealer sends is matched to the right invoice on its own, and reconciliation stops being a week's work.
Payment · Banks & Reconciliation → Accounting
7. An order taken in the customer's shop
The rep checks in at the shop and books the order at the right price.
See it live in ERPNext ↗ Sales Order → Pick List · FlowMentor guides each step
- Checked in at the shop
The rep checks in at the customer's shop, and it only counts inside the assigned location. The manager sees it on a live team map.
Check-in · Field Sales App → GPS & Fleet
- The order, at the right price
Standing in the shop, the rep takes the order at the right price, against live stock, and it reaches Sales as a sales order.
Sales order · Field Sales App → Sales
- The warehouse picks it
The warehouse picks the rep's order on a scanner. Nobody emails a spreadsheet.
Pick list · Sales → Stock → Warehouse Scanner
- The visit counts as a day worked
Each visit records what was worked and by whom, and payroll counts the day worked.
Visit · Field Sales App → HR Self-Service
8. A sale at the shop counter
Bill at the counter, even offline; the day closes itself into stock and the books.
See it live in ERPNext ↗ POS Opening Entry → Sales Invoice → POS Closing Entry · FlowMentor guides each step
- Scan and bill at the counter
The counter scans each barcode and bills fast, and one bill can be paid in parts.
Counter bill · Point of Sale → POS & Retail + Payment · Point of Sale → POS & Retail
- The internet drops; billing doesn't
When the internet drops, the counter keeps billing. The bills wait, and they sync the moment the connection returns.
Counter bill · Point of Sale → POS & Retail
- One stock figure everywhere
The sale comes off the same stock as your website and warehouse, so nothing is sold twice.
Counter bill · POS & Retail → Stock
- The shift closes itself
At the end of the day, shift totals, cash in hand and returns close out, and the day's takings post to the books.
Shift close · POS & Retail → Accounting
9. A return, handled cleanly
The customer asks in the portal; the goods come back and the refund posts itself.
See it live in ERPNext ↗ Sales Invoice → Credit Note → Payment Entry · FlowMentor guides each step
- Asked for in the portal
The customer asks for the return in their own portal instead of phoning you, and it reaches your Online Store, where returns are handled cleanly.
Return · Customer Portal → Online Store
- The goods come back
The courier brings the goods back, and the return is recorded in stock as it happens.
Return · Courier & 3PL → Logistics + Return · Logistics → Stock
- The refund posts itself
The refund posts itself to your books, like every order and payment, so nobody re-types the sales register.
Refund · Online Store → Sales → Accounting
10. Customers check it themselves
Orders, invoices and tracking in the portal, so nobody has to phone you.
- The invoice is in their account
The customer finds their invoice in their own portal, next to their order history, instead of phoning you.
Invoice · Online Store → Customer Portal
- Tracking updates itself
The courier's tracking reaches the portal on its own, so the customer sees where their order is without phoning you.
Tracking · Courier & 3PL → Customer Portal
- A complaint straight from the portal
If something is wrong, the complaint is raised in the portal and becomes a ticket with an owner in your Helpdesk.
Complaint · Customer Portal → Helpdesk
11. A late-night question, answered
The bot answers routine questions at any hour and hands the real ones to a person.
- A question in the chat
A customer asks a question on WhatsApp in the middle of the night.
Question · Customers → WhatsApp → Live Chat & Bot
- Answered from your own catalogue
The bot answers from your own price lists and brochures, not from imagination.
Answer · Live Chat & Bot → WhatsApp → Customers
- A person takes over, with history
A question for a person passes on with the history attached, and the whole thread stays on the customer's record.
Thread · Live Chat & Bot → Agent Inbox → CRM
12. A WhatsApp call, on the record
A WhatsApp call is answered, transcribed and filed on the contact.
- A WhatsApp call comes in
A customer calls your business on WhatsApp, and the call is answered and held.
Voice call · Customers → WhatsApp
- Transcribed onto the contact
The call is transcribed, so by the afternoon it is a searchable conversation on the contact, next to their calls, emails and quotes.
Transcript · WhatsApp → CRM
- A call back, logged
The contact's owner clicks to call back, and the call, its notes and the outcome are logged on the record.
Call · CRM → Telecalling
13. A complaint, owned and closed
A WhatsApp complaint becomes a ticket with an owner, is checked against warranty, and fixed.
See it live in ERPNext ↗ Warranty Claim → Maintenance Visit · FlowMentor guides each step
- The complaint becomes a ticket
A complaint sent on WhatsApp becomes a ticket with an owner in your Helpdesk.
Complaint · Customers → WhatsApp → Helpdesk
- Attached to the customer and invoice
The ticket is attached to the customer, the invoice and the item it is about.
Ticket · Helpdesk → CRM
- Warranty checked on its own
Its warranty and any service contract are checked automatically.
Warranty · Helpdesk → Subscriptions + Contract · Subscriptions → Helpdesk
- A service job is booked
A service job is scheduled for the machine and billed the same way as your other contracts.
Service job · Helpdesk → Maintenance
- Answered, with the clock watched
The answer goes back on WhatsApp, and response times are tracked, so you know who is slow before the customer tells you.
Response · Helpdesk → WhatsApp → Customers
14. From the map to your CRM
A business is found, a WhatsApp chat starts, and the won deal lands in your CRM.
- Found by locality and trade
Pick a locality and a trade, and Buying Signals finds every business there, with a verified email for each. No bought lists.
- The decision-maker, ready to buy
It finds the person who decides, not the info@ address, and watches for hiring, funding and launches that mean a budget is being written.
Lead · Buying Signals → Marketing Automation
- The first message, on WhatsApp
An approved WhatsApp template goes out through your own gateway, with no per-message reseller in the middle.
Template · Marketing Automation → WhatsApp → Lead
- A reply, and the score climbs
The reply lands in your team's one inbox with the history attached, and every touch moves the score from cold to hot.
Message · Lead → WhatsApp → Marketing Automation
- Won, and into your CRM
The won deal and its whole history move into your CRM, so marketing hands over to sales without anyone re-typing a contact.
Won deal · Marketing Automation → CRM
15. A WhatsApp broadcast that earns replies
An approved template goes out on schedule; replies land in one inbox, and sales are counted.
- Sent on schedule
An approved template goes out on schedule through your own WhatsApp gateway, into the chat your customers actually read.
Broadcast · Marketing Automation → WhatsApp → Customers
- Replies land in one inbox
Replies land in one shared inbox with the full history attached, so any teammate can pick up the thread.
Replies · Customers → WhatsApp → Marketing Automation
- The bot takes the routine ones
The routine questions get an answer from the bot; the real conversations reach a person. Auto-replies start as suggestions you approve.
Question · WhatsApp → Live Chat & Bot + Answer · Live Chat & Bot → WhatsApp → Customers
- Counted in rupees
Each campaign is measured in delivered, opened and replied, and the sales it brought are counted in rupees, not clicks.
Attribution · Marketing Automation → Revenue Attribution
16. A follow-up that stops on reply
Email and WhatsApp follow up politely, and stop the moment the person answers.
- Two versions; the numbers pick
Write two versions of the email and let the numbers pick the winner. Opens and replies are tracked for every contact.
Email · Marketing Automation → WhatsApp → Customers
- A polite follow-up on WhatsApp
A polite sequence across email and WhatsApp follows up for you.
Follow-up · Marketing Automation → WhatsApp → Customers
- They reply; the chasing stops
The moment they reply, the sequence stops, so nobody is chased after they have answered, and you are told right away.
Reply · Customers → WhatsApp → Marketing Automation
17. A chat becomes a won deal
Each call is prepped, the board shows what will close, and the win becomes a quote.
See it live in ERPNext ↗ Opportunity → Quotation · FlowMentor guides each step
- A brief before every call
Before every call, a brief: where the deal stands, replies that fit, the objection to expect and the next step. Every conversation is a card on the board.
Brief · Marketing Automation
- Won, into your CRM
When the deal is won, it moves into your CRM with its whole history, both ways, and nobody re-types a contact.
Won deal · Marketing Automation → CRM
- The quote, from the deal
The won deal becomes a quotation in Sales, and when the customer says yes it becomes a sales order in one click.
Quotation · CRM → Sales
18. An Instagram message becomes a sale
A DM becomes an enquiry with an owner, a logged call, then a quote.
See it live in ERPNext ↗ Lead → Opportunity → Quotation · FlowMentor guides each step
- A DM arrives as an enquiry
Comments and DMs from Instagram and Facebook arrive in the CRM as enquiries your team can chase.
Enquiry · Social Channels → CRM
- Routed to an owner
An automation routes the enquiry to the right person, so it has an owner and a next action.
Routing · CRM → AI Agents & Automations + Owner · AI Agents & Automations → CRM
- Click to call, and it's logged
Your team clicks the number to call. The call, its notes and the outcome sit on the customer's record.
Call · CRM → Telecalling + Call note · Telecalling → CRM
- The quote goes out
The enquiry becomes a quotation in Sales, ready to turn into a sales order in one click when they say yes.
Quotation · CRM → Sales
19. A cart left behind comes back
A polite nudge brings a left-behind cart back to checkout.
- A polite nudge
The cart left behind gets a polite nudge by email, sent by the store itself.
Nudge · Online Store → WhatsApp → Customers
- They come back and order
When they check out, the order reaches Sales as an ordinary sales order, billed and picked like any other.
Sales order · Online Store → Sales
- What brought them back
The sale is traced to the campaign that brought them in, and what they abandoned is counted too.
Campaign · Sales → Revenue Attribution
20. Goods arrive and get checked
The delivery is scanned in, inspected and stored by batch, and the order already knows.
See it live in ERPNext ↗ Purchase Receipt → Quality Inspection → Batch · FlowMentor guides each step
- The supplier's lorry arrives
The supplier's goods arrive at your warehouse, and the goods receipt starts on a phone scanner.
Delivery · Supplier Portal → Warehouse Scanner
- Checked before it's accepted
Quality inspects the goods at receipt against your own checklists, and the reading is recorded against the batch.
Inspection · Quality → Stock
- In stock, by batch
The goods go into stock by batch and shelf, matched to the purchase order.
Goods receipt · Warehouse Scanner → Stock
- Ready to trace
The batch is recorded from the supplier who sent it, so it can be followed all the way to the customer who receives it.
Batch · Stock → Traceability
21. A bad delivery goes back
A failed check sends the goods back to the supplier, and the bill follows.
See it live in ERPNext ↗ Purchase Receipt → Purchase Return → Purchase Invoice · FlowMentor guides each step
- It fails the check
A batch that fails inspection raises a return to the supplier automatically.
Return · Quality → Buying
- The goods go back
The rejected goods go back to the supplier, and the movement is recorded in stock as it happens.
Return · Warehouse Scanner → Supplier Portal
- The bill matches what you kept
The bill must match the purchase order and what was actually received before anything is paid.
Bill · Buying → Supplier Portal
22. The supplier's bill, matched and paid
The bill arrives in the portal, matches the order and receipt, and is paid.
See it live in ERPNext ↗ Purchase Invoice → Payment Entry · FlowMentor guides each step
- The bill arrives in the portal
The supplier submits their invoice in the portal, so procurement stops living in email.
Supplier invoice · Supplier Portal → Buying
- Matched to order and receipt
The bill is already matched to the purchase order and the goods receipt when it arrives, before you pay.
Bill · Buying → Accounting
- Paid through your bank
The payment goes out through your bank, with the paperwork attached to the bill it belongs to.
Payment · Accounting → Banks & Reconciliation
- The remittance advice reaches them
The remittance advice reaches the supplier on WhatsApp, and stays attached to the bill it belongs to.
Remittance advice · WhatsApp → Supplier Portal
- The bank statement agrees
The bank statement is matched to the payment automatically, so you only review the exceptions.
Bank statement · Banks & Reconciliation → Accounting
23. Made to order
A sales order becomes a work order; material is issued, made, checked and costed.
See it live in ERPNext ↗ Sales Order → Work Order → Stock Entry · FlowMentor guides each step
- A work order from the sale
A sales order for something you make becomes a work order that tells the floor what to make, from which material and by when.
Work order · Sales → Stock → Manufacturing
- Material issued to the floor
Stock issues the material the recipe calls for, with wastage built in, and the floor starts making.
Material · Stock → Manufacturing
- Checked on the line
Quality checks the work in production against your own tolerances, and the reading is recorded.
Inspection · Quality → Manufacturing
- Made, and into stock
The finished product goes into stock, and the movement is recorded as it happens.
Product · Manufacturing → Stock
- The real cost, in the books
You get the real cost of what you made, material, labour and overhead, and it posts to the books as it is saved.
Cost · Stock → Accounting
24. Work sent out and back
The job worker gets the order, material goes by train, and every gram comes back counted.
See it live in ERPNext ↗ Purchase Order → Subcontracting Order → Stock Entry → Subcontracting Receipt · FlowMentor guides each step
- The job worker gets the order
Buying's purchase order for the job work reaches the job worker, on WhatsApp or SMS, where they actually read.
Purchase order · Buying → Job Work
- Material out by train
The material for the job goes out to the job worker, tracked to the gram.
Material · Manufacturing → Job Work
- It comes back by train
The processed work comes back, and what came back is accounted for to the gram against what went out.
Processed work · Job Work → Manufacturing
- Checked when it returns
Quality inspects what came back before it is accepted; a rejection raises a rework order on its own.
Inspection · Quality → Manufacturing
- Into stock, costed
The finished product goes into stock, and its real cost, material, labour and overhead, posts to the books.
Product · Manufacturing → Stock + Cost · Stock → Accounting
25. Trace a bad batch
One complaint, and the batch is traced back to its supplier and forward to every buyer.
See it live in ERPNext ↗ Quality Inspection → Batch → Serial No and Batch Traceability · FlowMentor guides each step
- A complaint names the batch
A complaint arrives on WhatsApp and becomes a ticket attached to the item it is about.
Complaint · Customers → WhatsApp → Helpdesk
- Quality checks the batch's record
Quality looks up that batch: its readings, certificates and test reports are already attached to it.
Batch · Helpdesk → Quality
- Traced both ways
The batch is traced back to the supplier who sent it and forward to every customer who received it, ready for a recall.
Batch · Stock → Traceability
26. A machine breaks down
The breakdown is logged, spares come from stock, and the history sits on the machine.
See it live in ERPNext ↗ Asset Repair · FlowMentor guides each step
- The breakdown is logged
A machine stops on the floor, and the breakdown is logged with its downtime and cost.
Breakdown · Manufacturing → Maintenance
- Spares from the same stock
The spare parts come out of the same stock, so what the machine consumes is visible.
Spare parts · Stock → Maintenance
- History on the machine
The repair joins the machine's maintenance history on its own record, so you see the real problem machine.
Maintenance history · Maintenance → Assets
27. An unpaid invoice gets collected
An overdue bill flags itself, a reminder goes out, and the payment matches on its own.
See it live in ERPNext ↗ Sales Invoice → Dunning → Payment Entry · FlowMentor guides each step
- Overdue, and you're told
An invoice passes its due date, and your phone hears about it before you have to ask.
Overdue · Accounting → Alerts
- A reminder by SMS
A payment reminder goes to the customer by SMS, sent on its own at the moment it matters.
Payment reminder · The core → SMS & Alerts → Customers
- Paid, and matched to the invoice
The customer pays by UPI or card, and the payment lands against the right invoice on its own.
Payment · Payment Gateways → Accounting
- The bank agrees, on its own
The bank statement is matched to the invoice automatically, and reconciliation stops being a job.
Bank statement · Banks & Reconciliation → Accounting
28. From invoice to GST return
The invoice gets its IRN and e-way bill, and the GST return builds itself.
- The invoice, from the order
The invoice is made from the sales order and delivery note, already filled in, so nobody types it again.
Invoice · Sales → Accounting
- Its IRN and e-way bill
The GST e-invoice number and the e-way bill are produced from the same screen you billed from, not re-typed into a portal.
e-Invoice · Accounting → GST & e-Invoicing + IRN · GST & e-Invoicing → Accounting
- The return builds itself
The GST return is built from the invoices you already raised, and its deadline is flagged before, not after.
GST return · Accounting → Compliance
29. The bank statement matches itself
Statement lines match their invoices on their own; you only review the odd one.
See it live in ERPNext ↗ Bank Transaction · FlowMentor guides each step
- The statement comes in
The day's bank statement arrives in Accounting, ready to be matched.
Bank statement · Banks & Reconciliation → Accounting
- Matched, exceptions left for you
Each line is matched to its invoice or payment automatically, so you only review the exceptions.
Matched · Accounting
- Cash on today's screen
Your cash position on the dashboard is updated as the documents are saved, not overnight.
Cash position · The core → Dashboards & KPIs
30. A wallet top-up pays for an order
A bank transfer credits the wallet, and the order waiting for money completes itself.
- Topped up by bank transfer
The customer tops up their wallet by bank transfer to their own virtual account, and only their verified bank can credit it.
Top-up · Banks & Reconciliation → Wallet & Payments
- The waiting order completes
An order that was waiting for money completes itself the moment the top-up lands.
Payment · Wallet & Payments → Online Store
- Posted to your books
The payment posts itself to your books, like every order and refund, so nobody re-types a sales register.
Payment · Online Store → Sales → Accounting
31. A contract that bills itself
An AMC bills itself when due, a reminder goes out, and the payment closes it.
See it live in ERPNext ↗ Subscription → Sales Invoice → Payment Entry · FlowMentor guides each step
- It bills itself on the day
Your contract, AMC or rental bills itself on the day it is due, without anyone raising it.
Bill · Subscriptions → Accounting
- A reminder before it lapses
A renewal reminder goes out by email and WhatsApp before the customer lapses.
Renewal reminder · Subscriptions → WhatsApp → Customers
- The reply files itself
The customer's reply files itself on their record in the CRM.
Reply · Customers → WhatsApp → CRM
- Paid; renewals in view
The payment lands against the right invoice, and you see recurring revenue and what is up for renewal this quarter.
Payment · Payment Gateways → Accounting
32. Your accountant stays on Tally
Orders, payments and refunds from your store post themselves to the books your accountant uses.
- Orders and payments post
Every order and payment from your store posts itself to the books your accountant already keeps, in Tally, Zoho Books or Marg.
Order · Online Store → Accounting Sync + Payment · Online Store → Accounting Sync
- Invoices filed, not re-typed
Invoices go across too, so your accountant stops re-typing sales registers.
Invoice · Online Store → Accounting Sync
- Refunds too
Refunds post themselves the same way, and a post that fails is run again, not lost.
Refund · Online Store → Accounting Sync
33. Selling abroad, in their currency
An order in their currency gets their tax rules and lands in one set of books.
See it live in ERPNext ↗ Sales Order → Sales Invoice · FlowMentor guides each step
- An order in their currency
A customer abroad orders in their own currency, and it arrives as an ordinary sales order.
Sales order · Online Store → Sales
- Their tax rules applied
The rules of the country you sell into, like VAT, come from ready presets, kept current for you.
VAT rules · Global Compliance → Compliance
- Billed, and consolidated
The invoice is made from the order, and your books consolidate every currency in one place.
Invoice · Sales → Accounting
34. A field check-in, verified
A field check-in counts only inside the right place, and the manager reviews it.
See it live in HRMS ↗ Employee Checkin → Attendance · FlowMentor guides each step
- Only inside the right place
A field check-in counts only inside the assigned location, with a time-stamped selfie taken at the punch.
Check-in · Field Sales App → HR Self-Service
- The manager reviews it
The manager reviews the day's field punches from their phone.
Approval · HR Self-Service → Alerts
- The same trail as any punch
A field visit raises the same attendance, leave and payroll trail as a fingerprint at the gate.
Attendance · HR Self-Service → HR & Payroll
35. Leave, applied and approved
Staff apply on the phone, the manager approves on theirs, and payroll already knows.
See it live in HRMS ↗ Leave Application → Leave Ledger · FlowMentor guides each step
- Applied from the phone
Staff apply for leave themselves, and the request lands on the manager's phone.
Leave · HR Self-Service → Alerts
- Approved on the manager's phone
The manager signs it off from their phone, following the rules you set, with no laptop needed.
Approved · Alerts → HR Self-Service
- Balance and payroll updated
The approved leave comes off their balance, and payroll already knows.
Leave · HR Self-Service → HR & Payroll
36. Payday in one run
Salary, PF, ESI and TDS in one run, posted to the books and paid out.
See it live in HRMS ↗ Payroll Entry → Salary Slip · FlowMentor guides each step
- One run, posted to the books
Salary, PF, ESI and TDS are calculated and posted to the books in one run.
Salary · HR & Payroll → Accounting
- Dues set aside, on time
PF, ESI and TDS come out of the same run, and their filing deadlines are flagged before, not after.
ESI and TDS · HR & Payroll → Compliance
- Salaries leave the bank
The salaries are paid out from the bank, straight from the same run.
Salary · Accounting → Banks & Reconciliation
- Payslips for everyone
Every person downloads their own payslip, so nobody has to hand them out.
Payslip · HR & Payroll → HR Self-Service
37. A rep's travel claim
GPS works out the distance, the manager approves on the phone, and payroll pays it back.
See it live in HRMS ↗ Expense Claim · FlowMentor guides each step
- Distance from the day's route
The distance a rep drove is worked out from the day's route, and their travel expense is calculated from it.
Expense · GPS & Fleet → HR Self-Service
- The manager approves
The claim goes to the manager's phone and comes back approved.
Reimbursement · HR Self-Service → Alerts + Approved · Alerts → HR Self-Service
- Paid back with salary
The approved claim is paid back through payroll with the salary, and posted to the books.
Reimbursement · HR Self-Service → HR & Payroll + Salary · HR & Payroll → Accounting
38. Hours that reach the invoice
Time booked on a task becomes a bill, and material used is costed to the job.
See it live in ERPNext ↗ Timesheet → Sales Invoice · FlowMentor guides each step
- Hours booked on a task
Every project is broken into tasks with an owner, and the hours worked are booked against them.
Timesheet · HR & Payroll → Projects
- Material charged to the job
Material issued to the job is costed against that job, not the general pile.
Material · Manufacturing → Projects
- The hours become a bill
The booked hours turn into a bill on their own, so timesheets always reach the invoice.
Bill · Projects → Accounting
- Which jobs make money
You see which jobs make money and which quietly lose it.
Job margin · The core → Dashboards & KPIs
39. Today's delivery, tracked
Labels printed, the van tracked live, and the customer told without a phone call.
See it live in ERPNext ↗ Delivery Note → Shipment · FlowMentor guides each step
- Packed, split if needed
The order is packed with its delivery note, and if the stock sits in two warehouses the shipment splits.
Delivery note · Warehouse Scanner → Logistics + Split shipment · Stock → Logistics
- On the road, on the map
You see where each van is, and whether today's deliveries will keep their promise.
Live location · Logistics → GPS & Fleet
- Handed to the courier
The courier pickup is booked and the label printed, and the parcel sails to the courier.
Pickup · Logistics → Courier & 3PL
- The customer is told
The tracking reaches the customer's portal, and the customer is told automatically.
Tracking · Courier & 3PL → Customer Portal
40. Stock moves to another branch
Stock travels to a branch by train, and each branch keeps its own stock and P&L.
See it live in ERPNext ↗ Stock Entry → Stock Balance · FlowMentor guides each step
- Out to the branch by train
Stock moves out to a branch, and the transfer is recorded as it happens.
Transfer · Stock → Branches
- The branch's own stock
Each branch, warehouse and franchise runs on the same system, with its own stock.
Stock · Branches
- Its own numbers, in one view
Each branch has its own P&L, and you can slice any number by branch.
Branch P&L · Branches → Dashboards & KPIs
41. Count the shelves without closing
Scan the shelves with a phone; differences reconcile and post while you trade.
See it live in ERPNext ↗ Stock Reconciliation → Stock Ledger · FlowMentor guides each step
- Counted with a phone
Your team counts the shelves with a phone scanner, and the count goes straight to Stock.
Stock count · Warehouse Scanner → Stock
- Reconciled, shop still open
The count reconciles against the system without shutting the business.
Reconciled · Stock
- The difference posts
Any difference posts to the books as it is saved, like every other stock movement.
Stock movement · Stock → Accounting
42. Automations do the chasing
A new lead is routed and followed up, and stock alerts reach the team, automatically.
See it live in ERPNext ↗ Lead · FlowMentor guides each step
- The lead goes to an owner
When a new lead arrives, an automation routes it to the right person, with a next action.
Lead · CRM → AI Agents & Automations + Owner · AI Agents & Automations → CRM
- The follow-up goes out
The follow-up goes out on WhatsApp on its own, so nothing is forgotten.
Follow-up · AI Agents & Automations → CRM + Follow-up · CRM → WhatsApp → Customers
- Stock alerts and digests
Stock alerts and report digests reach your team's phones, from automations running on infrastructure you own.
Stock alert · AI Agents & Automations → Alerts
43. The owner's morning check
Sales, cash and stock on one screen, sliced by branch, with what needs you today.
See it live in ERPNext ↗ Selling workspace → Stock workspace · FlowMentor guides each step
- Today, on one screen
Today's sales, cash position and stock sit on one screen, updated as documents are saved, not overnight.
Dashboard · The core → Dashboards & KPIs
- Sliced by branch
Slice any number by branch, product or salesperson, and see where the margin really is.
Branch numbers · Branches → Dashboards & KPIs
- What moved the wrong way
When something moves the wrong way, like stock below minimum or a payment overdue, it tells you first.
Alert · The core → Alerts
Industries
Schools & Colleges
Admissions, fees, attendance, exams and transport — the same spine, taught differently.
8 unchanged · 8 replaced · 0 not needed
- CRM → Admissions enquiry to enrolment — replaces the enquiry register and the admission counter queue
- Sales → Student Records one file per child
- eCommerce → Fees plans, dues, receipts — replaces fee counters, receipt books and the defaulter list
- POS & Retail → Timetable classes & teachers
- Manufacturing → Exams & Results marks to report card — replaces mark sheets in Excel and hand-made report cards
- Quality → Library issue & return
- Maintenance → Transport routes & stops — replaces the route diary and anxious parent phone calls
- Projects → Hostel rooms & mess
Already running something? Most schools already run a fee or exam package. We keep what works, and connect it — or replace it with ERPNext Education if it is holding you back.
Hospitals & Clinics
Patients, appointments, pharmacy, lab and billing — with the books still underneath.
8 unchanged · 8 replaced · 0 not needed
- CRM → Patient Records one file, every visit — replaces paper case sheets and a separate registration book
- Sales → Appointments OPD scheduling
- eCommerce → OPD & IPD consult to discharge
- POS & Retail → Pharmacy stock, expiry, billing — replaces a standalone chemist billing package
- Manufacturing → Laboratory orders to reports — replaces manual report typing and lost slips
- Quality → Radiology imaging & reporting
- Subscriptions → Beds & Wards who is where
- Projects → Billing & TPA cash, insurance, claims — replaces claim files chased over email
Already running something? If you already run a hospital system you are happy with, we leave it in place and connect the money side — or replace both with ERPNext Healthcare.
Retail & Distribution
Many counters, many warehouses, one stock figure and one set of books.
8 unchanged · 8 replaced · 0 not needed
- CRM → Multi-Store POS every counter — replaces a billing machine per shop that head office cannot see
- POS & Retail → Warehouses stock by location
- Manufacturing → Van Sales orders on the route — replaces the order book and the evening reconciliation
- Quality → Schemes & Offers slabs and free goods
- Maintenance → Dealer Claims credit notes, settled
- Assets → Loyalty points across channels — replaces a card system that only works in one store
- Subscriptions → Replenishment auto top-up — replaces the branch manager guessing what to indent
- Projects → Price Lists by channel & customer
Already running something? Running Tally for books and a POS for billing? We can keep both and join them, or move you to one system that does both.
Manufacturing
From enquiry to shipment, with the shop floor and the cost sheet in the same system.
8 unchanged · 8 replaced · 0 not needed
- CRM → Bill of Materials the recipe
- eCommerce → Work Orders what to make, when
- POS & Retail → Shop Floor operations & output
- Helpdesk → Job Work sent out, returned — replaces a challan book for material sent outside
- Manufacturing → Quality Control in and out
- Quality → Machine Upkeep planned maintenance
- Maintenance → Costing true cost per batch — replaces a cost sheet built in Excel after the fact
- Subscriptions → Raw & Finished stock both ends
Already running something? Keep Tally for statutory books if your CA insists — we post to it. Everything else runs here, in one place.
Services & Consulting
Enquiry to proposal to project to invoice — with every billable hour counted.
9 unchanged · 5 replaced · 2 not needed
- eCommerce → Projects & Timesheets time & cost per client — replaces timesheets in Excel and hours that never reach the invoice
- POS & Retail → Proposals & Retainers quote to contract — replaces proposals in Word and retainer invoices raised late
- Manufacturing → Resource Planning who is free, when — replaces the whiteboard of who is on which client
- Quality → Client Portal status without meetings — replaces status-update emails and 'quick call?' pings
- Maintenance → Support Contracts — replaces AMC renewals tracked in a spreadsheet
Assets not neededProjects not needed
Already running something? Already running Zoho, a PSA tool or plain spreadsheets? We migrate the clients, contracts and open projects — or connect what you keep.
Restaurants & Hotels
Tables, rooms, kitchens and billing — one system from the menu to the balance sheet.
8 unchanged · 5 replaced · 3 not needed
- CRM → Restaurant POS & KOT table to kitchen to bill — replaces the billing machine and shouted kitchen orders
- Sales → Menu & Recipes costed to the gram — replaces recipe cards and guessed food costs
- eCommerce → Rooms & Bookings front desk & channels — replaces the reservation register and channel chaos
- POS & Retail → Banquets & Events enquiries to settlements — replaces the function diary and forgotten advances
- Manufacturing → Guest Feedback heard before Google — replaces finding out on Google reviews
Quality not neededSubscriptions not neededProjects not needed
Already running something? Running a standalone restaurant POS or a channel manager? We keep what works and post it all to one set of books — or replace the lot.
