Catalystk documentation

Create, design and print professional quotations.

• Create a new quotation with images
• Generate quotations with big product images
• Add terms and conditions to a quotation
• Quotation header and footer image
• Hide the quotation total
• Print column settings

Turn quotations into orders, deliver and bill them.

• How to create a sales order
• Convert a quotation to a sales order
• Create an invoice from a sales order
• How to create a delivery note (delivery challan)
• Sales report

Raise GST invoices, collect payments and keep your books.

• How to create a GST invoice
• Create a proforma invoice
• Record a payment and send a payment reminder
• How to do accounting – vouchers, ledgers & P&L

Request, order, receive and bill everything you buy.

• How to create a purchase request
• Convert a purchase request to a purchase order
• How to create a purchase order
• Create a GRN from a purchase order
• Create a purchase invoice from a GRN

Plan materials, cost products and run production.

• How to create a bill of materials (BOM)
• Product costing – cost estimate & selling price
• MRP material requirement planning
• Create a work order from a BOM
• How to create a job order

Run maintenance contracts and fix customer issues.

• How to create an AMC contract
• AMC service schedule & reminders
• How to create a service ticket

Capture leads, follow up on time and work on the go.

• IndiaMART lead auto capture
• Today follow-up
• Deals
• Missing client
• Tasks
• Catalystk mobile app

Set up products, HSN/SAC codes and units once.

• Product master
• Add a product while creating a quotation or invoice
• HSN and SAC codes
• Unit of measurement

Brand your documents, set up the software and import data.

• Upload company logo & signature
• Customization
• Payment mode
• Reset document counter
• Upload Excel data