Universal Software ERP

Every department.Every document.One connected system.

CRM, sales, purchase, goods receipt, quality, inventory, multi-level manufacturing, accounting, HR, payroll and assets share one database. Each document creates the next, every record links back to its source, and every user sees only what their role allows.

Explore the modules See connected records
  • 14connected modules
  • 1 · 2 · 3-wayinward & outward matching
  • AI chatboton every page
Executive dashboardUniversal Industries · Pune · October 2026
Sales this month₹48.3L▲ 18.4%
Open orders142▲ 12 this week
QC pass rate98.6%▲ 0.9 pts
SO-2026-00412Apex Industries · 250 steel cabinets
Lead
Quote
Order
Delivery
Invoice
Paid
Connected recordsPO → GRN → QC
PO-2026-0187Purchase orderTo receive
GRN-2026-0412800 receivedInspected
QC790 to Main StoreUsable
NCR-009310 rejectedQuarantine
Cash collected8 weeks
₹1.92 Cr
Connected end to end

Every document creates the next one. Nobody types it twice.

Ordered, delivered, invoiced and pending quantities are tracked on every line. Authorised users can also start a document directly, such as a quotation without a lead, when configuration allows it.

Lead to cash

CRM, Sales, Stock, Accounts
  1. Lead & opportunityCRM
  2. QuotationSales
  3. Sales orderSales
  4. Stock allocationInventory
  5. Delivery noteStock
  6. Sales invoiceAccounts
  7. Payment receiptAccounts

Procure to pay

Purchase, GRN, Quality, Accounts
  1. Material requestStock
  2. RFQPurchase
  3. Supplier quotationPurchase
  4. Purchase orderPurchase
  5. Goods receipt (GRN)Stock
  6. Quality inspectionQuality
  7. Purchase invoiceAccounts
  8. Supplier paymentAccounts

Plan to produce

Manufacturing, Stock, Quality
  1. Demand & production planPlanning
  2. BOM explosionManufacturing
  3. Material availabilityInventory
  4. Work order & issueManufacturing
  5. In-process QCQuality
  6. Finished goods receiptStock
  7. Final QC & releaseQuality
Modules

Everything a growing company runs on, already wired together.

Every module has list views, complete entry forms, workflows, print formats, reports and a dashboard. Switch on what you need today and add the rest later.

CRM

Leads, prospects and customers with follow-up reminders, activity history and a stage-wise pipeline.

  • Leads
  • Opportunities
  • Follow-ups
  • Calls & meetings
  • Lead conversion
  • Pipeline

Sales & delivery

Quote, approve, allocate stock, dispatch in parts and bill, with customer-specific pricing.

  • Price lists
  • Quotation
  • Sales order
  • Delivery note
  • Returns
  • Credit notes

Purchase

Requisitions, RFQs and side-by-side supplier quote comparison before a PO goes for approval.

  • Material request
  • RFQ
  • Quote comparison
  • Purchase order
  • Supplier returns
  • Scorecards

Goods receipt (GRN)

Receive against a PO in several lots, with accepted, rejected and pending quantities on every line.

  • Partial receipts
  • Batch & serial
  • Expiry dates
  • Over-receipt block
  • Attachments

Quality control

Incoming, in-process, final and pre-dispatch inspection with NCR, CAPA and quarantine.

  • Inspection plans
  • Sampling
  • NCR
  • Root cause
  • CAPA
  • Certificates

Inventory

Multi-warehouse stock that only moves through validated transactions, never by editing a balance.

  • Warehouses & bins
  • Internal transfers
  • Landed cost
  • Reservations
  • Reorder
  • Valuation
  • Stock count

Manufacturing

Single and multi-level BOMs with versions, routing, work orders, WIP and planned versus actual cost.

  • BOM versions
  • Routing
  • Work order
  • Job card
  • Scrap
  • Variance

Accounting

Double-entry books that post themselves from every transaction, with GST and period closing.

  • Chart of accounts
  • GL
  • Multi-currency
  • AR / AP
  • Bank reco
  • Cost centres
  • Statements

HRMS & payroll

Onboarding to separation: attendance, shifts, leave, timesheets, payroll, appraisals and recruitment.

  • Attendance
  • Leave
  • Payroll
  • Expense claims
  • Appraisal
  • Recruitment

Assets

QR-coded asset register with custodians, transfers, maintenance, warranty and depreciation.

  • QR codes
  • Movement
  • Preventive maintenance
  • Depreciation
  • Disposal

Reports & dashboards

Filter, group, drill down and export any list. Role-based dashboards for every department.

  • Saved views
  • Drill-down
  • Excel / PDF
  • Scheduled

Users & permissions

Roles, action checkboxes and record-level scope chosen on the same screen you create the user on.

  • Roles
  • Permission matrix
  • Branch scope
  • Audit log

Customer & vendor portal

Customers track their orders, deliveries and invoices; suppliers see POs and payment status.

  • Own records only
  • Downloads
  • Support requests

AI assistant, built in

Ask in plain words and it drafts records, updates them and builds reports, always showing you the result before saving. It also flags late payments, forecasts demand and reads supplier invoices.

  • Create
  • Update
  • Report
  • Forecast
  • Invoice reading
  • Anomaly alerts

Document framework

Naming series, statuses, approvals, attachments, timeline and audit history on every document.

  • Workflows
  • Print formats
  • Reversal
Connected records

See every linked document, on the form and across the whole chain.

Open any document and the panel beside it lists only records that actually exist: where it came from and everything created from it, each with its DocType, ID and real status. Switch to the relationship map to see the exact field behind every link, trace a chain end to end and spot broken references.

Open a document

Sample records for this page. In the product, connections come from your DocTypes’ real Link fields and child tables, records you can’t access are left out of both the list and the counts, and the server checks access again when a record is opened.

Inward and outward matching engine

1-way, 2-way, 3-way and 4-way matching, configured per flow.

One rule engine matches documents item by item and quantity by quantity: the same item and UOM, and no more than was ordered, received or delivered, within your quantity tolerance. It handles partial receipts and deliveries, blocks duplicate bills and double posting, and sends every exception to an authorised approver. Pick a rule and a scenario to see the comparison, the decision and the audit trail.

Flow
Rule

Comparison

Goods receipt and quality

Bad parts stop at the gate, not at your customer.

A GRN pulls the supplier, items, rates and open quantities from the purchase order. Received stock waits for inspection; only accepted quantity becomes usable, and rejected quantity stays traceable in quarantine.

PO-2026-0187 · Shakti Steels · receipts2 GRNs against this PO
Ordered1,600 pcs
Received1,200 pcs
Accepted1,182 pcs
Still pending400 pcs
GRNBatchWarehouseReceivedAcceptedRejectedSplitInspection
GRN-2026-0412SS-24-0915Main Store, Rack B480079010
Accepted
GRN-2026-0428SS-24-0931Main Store, Rack B44003928
Conditional review
Accepted, usable stockRejected, held in quarantinePending receipt
Over-receipt is blocked: a third GRN for more than the 400 pcs still open needs an authorised override, and that override is written to the audit log.
  1. InspectTemplate per item, supplier or stage with AQL sample size.
  2. RecordNumeric, range, pass/fail and checklist readings with photos.
  3. Raise NCRDefect class and severity, linked to batch and source GRN.
  4. Find root cause5-why or fishbone notes attached to the NCR.
  5. CAPACorrective and preventive actions with owners and due dates.
  6. Reinspect & closeRework is reinspected before any stock is released.

Where inspection happens

  • Incoming raw material and GRN
  • In-process and sub-assembly
  • Finished goods and pre-dispatch
  • Customer and supplier returns

What a result records

  • Specification, tolerance and unit
  • Actual reading and acceptance criteria
  • Pass, fail or conditional review
  • Inspector, reviewer and evidence

Rules that protect stock

  • Failed material never enters usable stock
  • Conditional acceptance needs sign-off
  • Scrap and rejection need approval
  • Supplier scorecards update automatically
Manufacturing and multi-level BOM

From a simple recipe to a ten-level assembly.

Nest child BOMs inside parents, keep versions with effective dates, and let a work order explode the whole tree into net raw material needs in one step.

  • ✓
    Child BOMs, reused everywhereDefine a sub-assembly once and use it in every product that needs it.
  • ✓
    Exploded requirement, netted against stockTotals every raw material across all levels and shows the shortage.
  • ✓
    Cost roll-up from the deepest levelMaterial, operation and overhead cost rolls up to the finished good.
  • ✓
    Circular references are refusedA BOM can never contain itself, directly or through a child.
  • ✓
    Plan, issue, produce, inspectWork orders, routing, job cards, WIP, scrap, in-process QC and variance.
BOM-CAB-0042 v3 · Steel cabinet
Accounting, HR and assets

The back office, posting itself from the front office.

Submitted invoices, receipts, stock moves, payroll and depreciation post balanced journal entries by rule. Submitted entries are never silently edited; they are reversed and re-posted, and closed periods stay closed.

JV from SINV-26-1184Balanced

Accounting & finance

Dr Apex Industries (AR)3,10,400
Cr Sales, Domestic2,63,051
Cr Output CGST 9%23,675
Cr Output SGST 9%23,674
Debit = Credit3,10,400
  • Chart of accounts
  • Journal entries
  • AR / AP
  • Credit & debit notes
  • Payment allocation
  • Bank reconciliation
  • Cost centres
  • Tax rules
  • Trial balance
  • P&L
  • Balance sheet
  • Cash flow
  • Period closing
Payroll, October 2026Awaiting approval

HRMS & payroll

Employees processed184
Gross earnings₹62.4L
PF, ESI, PT, TDS₹9.1L
Leave without pay days37
Net payable₹53.3L
  • Employee master
  • Onboarding & exit
  • Shifts & holidays
  • Check-in
  • Leave balances
  • Timesheets
  • Overtime
  • Salary structures
  • Expense claims
  • Advances
  • Appraisals
  • Training
  • Recruitment
AST-0019 · CNC press brakeIn use

Asset management

Location, custodianPune plant, R. Kulkarni
Purchase value₹38,50,000
Depreciation to date (SLM)₹7,70,000
Next preventive service14 Nov 2026
Book value₹30,80,000
  • QR asset codes
  • Categories
  • Capitalisation
  • Custodians
  • Transfers
  • Issue & return
  • Preventive maintenance
  • Breakdowns
  • Warranty & insurance
  • Physical verification
  • Disposal
Multi-currency, landed cost and internal transfers

Know the true cost of every item, in every currency, at every branch.

Buy and sell in any currency with exchange differences posted automatically. Add freight, duty and insurance to the goods they belong to, and move stock between branches with the transport cost carried into the receiving branch’s valuation, so margins reflect what items really cost. Change any value below to see the result.

Purchase OrderPO-2026-00131Haas Automation · USD→Purchase InvoicePINV-2026-00061Posted→Payment EntryPAY-2026-00044Submitted
  • Party, price list and document currency
  • Daily exchange rates by date
  • Every line in transaction and base currency
  • Realised gain or loss on payment
  • Month-end revaluation of open balances
  • Reports in either currency
AI assistant

An AI chatbot on every page that finds, explains, guides and does the typing.

Ask the way you’d ask a colleague. The chatbot identifies any document, walks new users through a process, briefs management on the day and takes you straight to the right screen. It shows results before anything is saved, and it only ever sees what you’re allowed to see. It knows which page you’re on and suggests the right questions. Open it from the corner of any page, or press Ctrl K.

Find any documentType a number like GRN-2026-00078 and see what it is and what it’s linked to.
Step-by-step guideAsk “how do I receive goods?” and follow the steps.
Takes you thereOpens the right screen, record or dashboard in one click.
Management briefingSales, receivables, quality and approvals in one answer.
Explains held itemsWhy a bill failed matching, or why a lot is in quarantine.
Create, update, reportDraft orders, change statuses and build reports by chat.
Demand forecastReorder suggestions from your sales history.
Invoice readingUpload a supplier bill and it fills the purchase invoice.
Anomaly alertsFlags unusual discounts, duplicate bills and stock gaps.
U
Universal AIOnline · sample data
Hi! I can create, update and report on anything you have access to. Try one of the suggestions below.
Role-based dashboards

Each person opens to the numbers they’re responsible for.

Dashboards run on the same permission rules as everything else, so a branch manager’s totals only ever include their branch.

Executive dashboard

Needs attention

    Users, roles and permissions

    Decide who sees what on the same screen you create the user.

    Tick roles and the matrix fills in. Fine-tune any action on any document, limit records by branch, warehouse or owner, review the summary, and save once. The server enforces it from the next request.

    New userDraft

    Roles (choose one or more)

    Presets
    Module / documentCreateReadUpdateDeleteSubmitCancelApproveReport

    Record-level access

    Unsaved changes
    Security and governance

    Seven checks between a click and your data.

    Every API call and background job passes the same layers in the same order. Hiding a button is a convenience, never the lock.

    1. AuthenticationWho you are, with hashed passwords, session expiry and login protection.
    2. RoleWhich roles you hold, with checks against privilege escalation.
    3. ActionCreate, read, update, delete, submit, cancel, approve, report.
    4. RecordOwn, assigned, branch, warehouse or territory records only.
    5. FieldSalary, cost and margin fields hidden or read-only by role.
    6. WorkflowWho may move a document to its next status.
    7. OrganisationCompany and business-unit boundaries.
    Standard document lifecycle
    Draft›Pending approval›Approved›In progress›Completed›Closed
    Side exits:RejectedCancelled, with reversal entries
    • Submitted SO-2026-00412Priya Sharma · 21 Oct, 10:42
    • Approved, total above ₹5LArjun Nair, Sales Manager · 21 Oct, 11:05
    • Delivery DN-2026-0301 created for 150 of 250Stores · 23 Oct, 16:20
    Built into every document
    • Configurable naming series
    • Company and branch
    • Created and modified by
    • Status and approval state
    • Workflow actions
    • Attachments
    • Activity timeline
    • Related documents
    • Full audit history
    • Print formats
    • Cancel and reverse
    • Unsaved-changes warning

    Protected Super Admin: the last active Super Admin can’t be disabled, administrators can’t raise their own privileges, and every permission change is logged.

    List views and reports

    Find any record in seconds. Answer any question in one click.

    Every document type gets a list view with search, sortable and configurable columns, saved filters, date ranges, grouping with totals, bulk actions and export. Paging, filtering and permissions run on the server, so large lists stay fast and private.

    Sales invoiceSaved view · Overdue this month
    Status = OverdueDate: Oct 2026Add filterGroup by customerColumnsExport
    InvoiceCustomerAmountDueStatus
    SINV-26-1184Apex Industries₹3,10,40004 OctOverdue
    SINV-26-1192Northline Retail₹1,86,25009 OctOverdue
    SINV-26-1207Kaveri Exports₹94,80014 OctPart paid
    SINV-26-1215Metro Build Co.₹2,42,00018 OctOverdue
    SINV-26-1223Orbit Pharma₹67,30021 OctPart paid
    5 of 23 · page 1 of 5Total ₹9,00,750

    Sales & CRM

    • Pipeline
    • Lead conversion
    • Order & delivery status
    • Sales register
    • Customer outstanding

    Purchase & stores

    • Purchase register
    • Supplier outstanding
    • Pending GRN
    • Stock ledger
    • Stock balance
    • Batch & serial trace
    • Slow-moving stock

    Quality

    • Inspection results
    • Rejection rate
    • NCR & CAPA status
    • Defect Pareto
    • Supplier quality

    Manufacturing

    • BOM explosion
    • Material requirement
    • Production plan
    • Production variance
    • Scrap

    Finance

    • General ledger
    • Trial balance
    • Profit & loss
    • Balance sheet
    • Cash flow
    • GSTR-1 / 3B
    • Ageing

    People, assets & security

    • Attendance
    • Leave
    • Payroll summary
    • Asset register
    • Depreciation
    • User activity
    • Permission audit
    Customer and vendor portal

    Let customers serve themselves, without opening the back office.

    Portal users get a separate, simpler experience that only ever shows the records linked to their own account.

    Apex Industries, portal viewPortal user
    • Their own profile and addresses
    • Their quotations and orders, with delivery status
    • Approved invoices and payment history
    • Support requests and replies
    • Downloads the business has released to them
    Always out of reachBlocked
    • Internal dashboards and settings
    • Other customers’ or suppliers’ records
    • Employee, payroll and HR data
    • Internal financial reports and costs
    • Any API call outside their own account
    How we roll it out

    Eight phases, each tested before the next begins.

    We start by auditing what you already run, keep what works, and migrate your data with nothing silently altered.

    1. Phase 1FoundationAuthentication, users, roles, permissions and audit logging.
    2. Phase 2Trade & stockMasters, CRM, sales, purchase, inventory, GRN and delivery.
    3. Phase 3QualityInspection plans, NCR, CAPA and quarantine rules.
    4. Phase 4ManufacturingBOM hierarchy, production and material planning.
    5. Phase 5AccountingLedgers, taxes and financial integrations.
    6. Phase 6People & assetsHRMS, payroll and asset management.
    7. Phase 7InsightReports, dashboards, exports, print formats and alerts.
    8. Phase 8HardeningSecurity and integration testing, performance and final QA.
    One system

    Stop stitching spreadsheets together. Run the company on one system.

    Sales, purchase, quality, production, finance, people and assets, connected document by document and protected role by role.

    Review the modulesBack to top