KOREFIRST business software

Billing, Quotations and Sales Workflow Software

KOREFIRST uses voucher workflows to connect quotations with the next sales steps. Teams can prepare a quotation, use supported conversions to continue the order process, and review related dispatch, invoice and payment records.

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What your team can manage

Quotation preparation

Select the customer and items, review quantities and configured pricing, then save the quotation.

Connected sales documents

Continue through supported order, dispatch and invoice actions without losing the original business context.

Configured charges and taxes

Use the company voucher and ledger setup when reviewing document totals.

Payments and review

Record supported receipt/payment workflows and use related records for follow-up and reconciliation.

A typical workflow

  1. Confirm the company, voucher type, customer and items.
  2. Review quantities, prices, configured charges and required fields before saving.
  3. Use the available approval or conversion action for the next document.
  4. Review the resulting records, stock/accounting effects and payment follow-up as applicable.

Plan your setup

Available conversions, approvals and posting effects depend on voucher setup, document state and permissions. Tax configuration must be reviewed for your business; software availability does not by itself establish tax compliance.

Pricing depends on the modules your business needs. Discuss your requirements with the team for a tailored quote.

Common questions

Can I create a quotation before an invoice?

Yes. Start with a quotation and continue through the supported sales workflow when the customer and required approvals are ready.

Does every saved voucher change stock?

No. Stock and accounting effects depend on voucher type, status and configuration. Review the resulting entries after the relevant posting step.

Step-by-step help

Read the detailed guides for prerequisites, fields and troubleshooting.

Explore business software by task

Choose a workflow to see features, setup requirements and practical guides.

CRM and Lead Management Software →

Organize leads, sales pipelines, assignments and follow-ups with KOREFIRST CRM. Keep customer activity connected to quotations and your business workflow.

Inventory and Stock Management Software →

Manage stock items, variants, godowns and stock movements with KOREFIRST. Trace inventory through stock entries and the Stock Ledger.

Billing, Quotations and Sales Workflow Software →

Create quotations and manage sales documents with KOREFIRST. Connect orders, dispatch, invoices and payments through configured voucher workflows.

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Track production work orders, process assignments, deadlines and batches in KOREFIRST. Connect production planning with materials and progress records.

HRMS and Employee Management Software →

Organize employees, attendance, leave and payroll records with KOREFIRST HRMS. Give teams structured access to supported employee workflows.