The Company
A Tamil Nadu-based lighting business sells to B2C customers and also designs and executes lighting projects from architect and AutoCAD designs. With a very large catalogue of product models and heavy customization, quotation preparation had become a major operational activity.
The Challenge
Quotes were created manually in Excel and Odoo, with no standard format across the catalogue. When a quote included products from several vendors, there was no automated way to raise the required purchase orders.
- Repetitive data entry and manual calculations.
- Inconsistent quotation preparation.
- Extra effort for large quotations.
- No automated vendor-wise purchase process.
The Solution
Satsang implemented Zoho Books and designed a structured quotation process around the product catalogue.
Custom quotation templates
Manual-entry fields, dropdowns, default values, product model selection, automated pricing, discount logic and automatic totals.
Automated purchase ordering
A workflow and custom function create purchase orders from approved quotations, vendor by vendor where a quote spans several vendors.
Vendor mapping
Vendor information is available through the item and quotation process to support purchasing.
Training
The team was trained on the full Quotation → Order → Purchase → Payment process.
How the System Works
Tap any step to see what it does.
Business Outcome
The business moved toward a standardized quotation process that handles a large catalogue with far less repetitive manual work, and approved quotations now connect to the purchasing stage.
