Dashboard
Central Sales, Quotation, PO, Invoice, Payment & GST Control Center
D-TECH Smart Business Control Center
Manage the complete commercial cycle from lead and quotation to customer PO, GST invoice, payment, outstanding and reporting — all in one branded workspace.
Recent Leads
| Lead | Company | Source | Product | Priority | Status |
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Quick Actions
| ID | Name | Company | Mobile | Source | Product | Priority | Status | Follow-up | Action |
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| Name | Company | Mobile | City | Last Product | Source |
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Product & Price Master
Prices entered from your current rate list. Edit anytime.
| Product / Service | Category | Variant / Range | Specification | Price | Type | GST | Action |
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Quotation Register
Create quotation from the product price master.
| Quotation No. | Customer | Items | Taxable | GST | Total | Status | Date | Action |
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Owner Approval Queue
Price, quotation and discount actions wait here before customer communication.
| Lead | Customer | Product | Approval Type | Proposed Value | Status | Action |
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| Date | Customer | Company | Mobile | Product | Status | Priority |
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D-TECH Automation & Embedded Solutions
Instrumentation • Data Acquisition • Industrial Automation • Environmental Monitoring • IoT & Telemetry • Consultancy
Document Logo
This exact logo is used automatically in CRM, Tax Invoice, Quotation, PDF/Print and Word HTML export. You can replace it here anytime.
Google Business & Search
Google lead source, keywords and approval-controlled replies.
Search Keyword Manager
English Auto Reply
Hindi Auto Reply
Reminder & Notification Center
Follow-up alerts and customer payment-due reminders in one place.
Lead Follow-up Alerts
Due and overdue follow-ups| Due | Customer | Company | Product | Status | Priority | Action |
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Payment Due Alerts
Pending customer invoices| Invoice | Customer | Due | Pending | Age | Action |
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Automation Settings
Document Numbering & Admin Lock
Example: Invoice prefix PR + 4 digits = PR 0020. The next number is stored separately, so deleting an old invoice does not reuse its number.
Accounts & GST Control
Customer PO → Invoice → Payment → Outstanding → HSN/GST summary
Purchase Order Register
| PO No. | PO Date | Customer | PO Amount | Delivery Due | Status | Action |
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Invoice & Outstanding Register
| Invoice | Date | Customer / GSTIN | PO | Taxable | CGST | SGST | IGST | Total | Received | Pending | Action |
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HSN/SAC Summary
Filter month-wise or custom date range for GST / GSTR-1 working.
| HSN/SAC | Description | Taxable Value | CGST | SGST | IGST | Total Tax |
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Customer Ledger
Customer-wise PO, invoice, payment, TDS and outstanding history.
| Date | Type | Document | Customer | Debit / Invoice | Credit / Payment | TDS | Balance | Reference |
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Outstanding Aging
Pending invoices grouped by age for collection follow-up.
| Invoice | Date | Customer | GSTIN | Total | Received incl. TDS | Pending | Age (Days) | Bucket |
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GST / GSTR-1 Working Report
Month-wise B2B invoice data and GST totals for return preparation. Verify final classification before filing.
| Type | GSTIN | Customer | Invoice No. | Date | Place of Supply | Taxable | CGST | SGST | IGST | Invoice Value |
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Vendor Purchase & Expense Control
Record supplier bills, project costs and business expenses. Link costs to customer invoices for margin tracking.
Vendor Purchase Register
| Date | Vendor | Bill No. | Linked Invoice | Taxable | GST | Total | Status | Action |
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Expense Register
| Date | Category | Description | Linked Invoice | Amount | GST | Action |
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Profit & Margin Report
Revenue is based on invoice taxable value. Purchase taxable cost and expenses are deducted to estimate operating profit.
| Invoice | Date | Customer | Revenue | Linked Purchases | Linked Expenses | Estimated Profit | Margin |
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Note: This is a management profitability report, not a statutory profit & loss statement. Verify cost allocation, GST input credit, depreciation and other accounting adjustments with your accountant.
Business Control Center
Kept separate from Accounts/GST so daily collections, vendor dues, inventory and project profitability do not get mixed with statutory records.
Automatic Payment Reminder Desk
Pending customer invoices with calculated due date. Copy reminder text and keep a sent log.
| Invoice | Customer | Invoice Date | Due Date | Pending | Status | Last Reminder | Action |
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Customer Statement
Customer-wise invoice, payment, TDS and running balance statement.
| Date | Type | Reference | Debit | Credit | Balance | Note |
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Vendor Outstanding
Supplier bill outstanding is tracked separately from customer receivables.
| Date | Vendor | Bill No. | Bill Total | Paid | Pending | Action |
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Stock / Inventory
Independent stock register with IN/OUT transactions, minimum level and stock valuation.
| SKU | Item | HSN | Current Stock | Min Level | Rate | Value | Status | Action |
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Project-wise Profitability
Link a project to a customer invoice; linked purchase/expense costs are picked automatically.
| Project | Linked Invoice | Revenue | Purchases | Expenses | Other Cost | Profit | Margin | Status | Action |
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