From dealer email to dispatch and payment, in one place. SalesWRK reads incoming order emails, issues GST-correct proforma invoices, tracks production and dispatch, chases receivables, and shows management the numbers — with monthly projections your production team can plan on.
Every dealer order moves through the same stages. Everyone sees where it is; nothing lives in a spreadsheet.
Each salesperson submits dealer × product projections before month-end. Managers lock them; production plans against them.
Dealers mail your usual address. SalesWRK reads the PO number, items, quantities and dates, matches your catalogue, and drafts the order.
Send the acknowledgement and a numbered proforma invoice with payment terms — PDF attached — without leaving the order.
Operations mark production and dispatch with transporter, LR and vehicle. The dealer gets the note; revenue lands on the salesperson.
Receipts against each PI, ageing buckets, follow-up log with promises, reminder emails — the receivables Excel, retired.
Lightweight by design, so the team actually uses it.
Forward your orders mailbox to SalesWRK. Each email is read into PO, lines and dates, linked to the dealer, and turned into an order in one click — the email stays attached.
HSN codes, per-line rates, discounts. Intra-state splits CGST + SGST, inter-state becomes IGST — to the paisa. Numbered PIs as PDF, emailed with your bank details.
Bottom-up monthly projections by dealer and product with confidence levels. A production-planning view shows projected vs on-order vs dispatched per product, exportable to CSV.
Production → ready → dispatched with transporter, LR number, vehicle and tax invoice. Dealers are notified automatically; sales sees status without asking the plant.
Outstanding per PI, ageing (current, 1–30, 31–60, 61–90, 90+), receipts by UTR, follow-up log with next dates and promises, one-click reminder emails.
Target vs projected vs booked vs dispatched vs collected, by salesperson, dealer and product. Projection accuracy per rep. CSV and print.
Regional managers own territories; field reps are assigned to them. Management, operations and finance get exactly the screens and actions their role needs.
Every organisation lives in its own partition on AWS, encrypted at rest. No passwords to leak — sign-in is a 6-digit code emailed to you.
Pick the dealer, add the lines — SalesWRK works out place of supply and splits the tax the way the GST portal expects. This is a real proforma from the engine: Mumbai supplier, Karnataka dealer, 5% line discount, 30% advance.
| Item | Qty | Rate | Taxable |
|---|---|---|---|
| RO-1000 RO plant 1000 LPH · HSN 8421 · −5% | 3 | 4,65,000 | 13,25,250.00 |
| MEM-4040 RO membrane · HSN 8421 | 24 | 9,800 | 2,35,200.00 |
| IGST @ 18% | 2,80,881.00 | ||
| Grand total | ₹18,41,331.00 | ||
| Advance 30% due now | ₹5,52,399.30 | ||
Each role sees its own work and the actions it's allowed to take.
Log inquiries and orders, submit projections, send PIs, watch dispatch, follow up on payments for their own dealers.
Review and lock the team's projections, approve, see the territory's pipeline and receivables.
Production planning by product, mark in-production, ready and dispatched with LR details.
Record receipts, ageing, promises and reminders, close orders.
Everything, read-only plus approvals — and the monthly report.
Start free. Upgrade when the team grows.
No card. No password. Just your organisation and an email.
Create your organisation