WebSoftOS
SME Business Management ERP · Illustrative scenario
How a distributor moves from Tally and Excel to GST billing, stock and CRM in one place
Maruti Agro Distributors (fictional) · Rajkot, Gujarat. A distributor with two godowns, 25 staff and several hundred active customers selling on credit.
Illustrative scenario. The company in this story is fictional. It shows how a business of this profile would typically set up and use WebSoftOS. It is not a customer testimonial and it does not report measured results.
The starting point
- Sales were billed in Tally but stock was tracked in Excel, so the two rarely agreed.
- Outstanding follow-ups depended on one accountant’s memory.
- E-invoice and e-way bill were generated on separate portals.
How WebSoftOS would be set up
- Item master with two warehouses and opening stock; customers and suppliers imported from Excel and Tally.
- Sales and purchase with GST, e-invoice and e-way bill.
- Outstanding reports and CRM follow-ups for the sales team.
- Role-based access for accounts, godown and sales staff.
Before and after
| Step | Before | With WebSoftOS |
|---|---|---|
| Sales invoice | Tally, stock updated later in Excel | Invoice reduces stock at the time of billing |
| E-invoice / e-way bill | Separate portals | Generated from the invoice |
| Collections | Phone calls from memory | Outstanding report with follow-up reminders |
| Stock check | Excel vs physical mismatch | Warehouse-wise stock from the same ledger |
What the team can do afterwards
- Billing and stock come from one record.
- Overdue customers are listed with follow-up status.
- Staff see only the screens their role needs.
Rollout
Typical rollout: 2–3 weeks, including master-data import and a parallel run against Tally for one month-end.