SoulConnect Users App

Users - SoulConnect is the selling app for SoulConnect ERP — built for the person at the counter or out on the road, not for the back office. Raise a bill, take an order, accept a return and check stock, from the phone in your hand. Sign in with your SoulConnect customer code and you land straight on your sales dashboard, scoped to your firm and your stock location. WHAT YOU CAN DO Sales dashboard • Today, a chosen date, or the current month • Every bill with its customer, amount and pay mode • Search, open, edit, delete or reprint a bill Create an invoice • Pick a customer or bill a walk-in customer on the spot • Live stock shown against every product as you add it • Barcode entry, free quantity, per-item and bill-level discounts • Exclusive, Inclusive or No-Tax billing, with GST worked out for you • Cash, bank and credit in any split, with payment terms on a credit bill • Freight and other charges, round-off and agent commission • Build the bill from a sales order or from delivery challans • Save, or save and print — then send it to the customer over SMS or WhatsApp Sales orders • Raise and edit orders and quotations • Convert an order into an invoice in one step Sales returns • Return against a bill, or item by item • Credits at the rate and tax basis the item was actually sold on • Refund in cash or against the customer's account Stock • Stock report with opening, inward, outward and closing • Item ledger — every movement of a single product • Trace Item — purchases, sales, returns, challans and opening stock for one product, across locations Customers • Add a new customer or supplier without leaving the bill you are keying WHY IT IS A SEPARATE APP Your salesman gets exactly the screens they need and nothing else — no purchase entry, no vouchers, no accounts. Access follows the role set on your SoulConnect account, so what a user can create, edit, delete or print is decided centrally. Owners and accountants use the companion app, Owners - SoulConnect, on the same live data. Users - SoulConnect requires an active SoulConnect ERP account.