Data Management
Finance, purchase, stock, dispatch and production records, in one place.
Data Management keeps the working records of the business together, in five areas — Finance, Purchase, Inventory, Dispatch and Production — linked to the same customers, suppliers and items. Finance and Purchase are full follow-up records. Inventory, Dispatch and Production are simple lists (what, how many, when), not a full stock-control system.
01The problem
Data split across Tally, Excel and WhatsApp.
Stock is in one sheet, dispatch in another, purchase on WhatsApp. To answer one simple question, three people have to look in three places.
02How it works
Three steps.
- 1
One list of customers, suppliers and items
Every area uses the same master lists, so names and codes match everywhere.
- 2
Record work in the right area
Purchase, inventory, dispatch and production entries are made where they belong, by the people who do the work.
- 3
See it in reports
Owners see the numbers together on dashboards and reports, without collecting sheets.
Data Management
Inventory
| Item | In stock |
|---|---|
| DOL motor starter panel, 5 HP | 38 |
| Monoblock pump 1 HPLow stock | 12 |
| Ball valve 2", brass | 140 |
| Submersible cable 4 sq mm (m) | 1,850 |
| Impeller, 1 HPLow stock | 6 |
Sample Data Management screen. Items and quantities are made up.
03Key points
What you get.
- Finance and Purchase with full follow-up; simple lists for stock, dispatch and production
- Shared customers, suppliers and items
- Rights decide who can see or change each area
- Import your existing lists from Tally or Zoho Books
Works together with
- Purchase follow-upTrack purchase orders, follow up suppliers, and get material on time.
- Management dashboardOutstanding, overdue payments, pending POs and delayed deliveries — on one screen.
- Tally & ZohoAutomatic sync with Tally through a small Windows program (SmartWorker reads from Tally, never writes into it). Import from Zoho Books.
Transforming follow-ups. Driving results.
See the follow-up management solution on a business like yours. Free demo, no obligation — and a 14-day free trial when you are ready.