Features & Modules
Full Accounting Module
Purpose: Vyoma One's Accounting module manages the entire financial lifecycle from journal entries to tax reporting. Fully integrated with Sales, Purchase, Inventory, CRM, Payroll, and Projects for real-time compliance and reporting.
- Chart of Accounts (COA): Country-specific and customizable
- Journal Entries: Automatic & manual entries, linked to transactions
- Bank & Cash Journals: For cash, bank, and petty cash management
- Double-Entry Bookkeeping: Standard for all operations
- Customer Invoices & Credit Notes
- Payment Follow-ups & Reminders
- Aging Reports (Receivables by due date)
- Customer Statements
- Vendor Bills & Refunds
- 3-Way Matching: Purchase order, receipt, and bill
- Vendor Payments Scheduling
- Aging Payables Report
- Bank Statement Import: CSV/OFX/QIF/MT940 or bank sync (region-based)
- Smart Reconciliation Suggestions
- Manual & Batch Reconciliation
- Check Printing & Deposit Slips
- Multi-Country Tax Support (GST, VAT, etc.)
- Automated Tax Mapping & Calculation
- GST/VAT Return Generation
- Reverse Charges, Withholding Tax (TDS)
3. Financial Reporting
| Type | Includes |
|---|---|
| Standard Reports | Profit & Loss, Balance Sheet, Cash Flow |
| Audit Reports | General Ledger, Trial Balance, Journal Audit |
| Tax Reports | GST Return, VAT Statement, Intrastat |
| Custom Reports | Via Vyoma One Studio or third-party apps |
Reports are exportable in XLS, PDF, and dynamic formats.
4. Integration with Other Modules
| Module | Key Integration |
|---|---|
| Sales | Customer invoices auto-generated |
| Purchase | Vendor bills auto-created from PO |
| Inventory | Stock valuation and COGS accounting |
| Projects | Track time/cost and auto-bill clients |
| Payroll | Journals for salary, PF, ESI, TDS |
| Expenses | Claims linked to accounting and payable cycles |
5. Globalization Support
- Multi-Currency Accounting
- Multi-Company Setup
- Consolidation for Group Companies
- Country-specific Localizations (India, EU, US, GCC, etc.)
6. Security & Audit Trail
- Role-Based Access
- Audit Logs
- Document Digitization & Attachments
- Internal Notes & Approvals
7. Automation & Smart Features
- AI-Based Invoice OCR (Document Recognition)
- Automated Reconciliation & Suggestions
- Recurring Entries (like rent, EMI, subscriptions)
- Deferred Revenues & Prepayments
- Asset Management & Depreciation Schedules
8. Advanced Add-ons
- Budgeting & Forecasting
- Analytic Accounting (for project/cost center tracking)
- Asset Management
- Fiscal Year Closing & Audit Lock Dates
9. Use Cases
- Automate billing, collections, and payments
- Real-time financial visibility for decision-makers
- Statutory compliance with GST/VAT/Income Tax
- Consolidated group reporting
- Streamlined month-end/year-end closing
Invoicing Module
Purpose: The Invoicing module in Vyoma One helps businesses generate, send, track, and manage invoices — including both customer invoices and vendor bills. Deeply integrated with Accounting, Sales, Purchase, CRM, and Subscription modules.
- Generate from sales orders, delivery orders, timesheets or expenses
- Partial and full payment options
- Manage credit notes and refunds
- Recurring invoices (subscriptions, retainers)
- Register bills manually or import via email or OCR
- 3-way matching with purchase orders and receipts
- Schedule payments and manage credit notes
- Link payments to invoices with multi-currency support
- Online payment integrations (Stripe, PayPal, Razorpay)
- Reconciliation with bank statements
- Configurable payment terms (Net 30, Net 60, custom)
- Automated reminders and follow-ups
- Track overdue invoices and escalations
3. Reporting & Dashboards
| Report Type | Details |
|---|---|
| Aging Reports | View overdue invoices by period |
| Revenue Reports | Income from products/services |
| Payment Reports | Received, pending, partial |
| Customer Statement | Full account ledger view |
4. Integration with Other Modules
| Module | How It Integrates |
|---|---|
| Sales | Auto-generates invoice from quotation/order |
| Accounting | Pushes invoice details into general ledger |
| CRM | Invoice tracking linked to leads/opportunities |
| Inventory | Triggers invoice based on delivery |
| Projects/Timesheets | Bill time and materials directly |
| Purchase | Converts PO to vendor bill easily |
5. Automation & Smart Features
- Invoice templates and customization
- Automatic tax mapping
- Electronic invoicing (e-Invoice) in India, UAE, Mexico
- OCR for vendor bills (auto-extracts data)
- Payment matching suggestions
6. Multi-Country Support
- GST, VAT, Sales Tax compliance
- Localized invoice formats and standards
- Multi-currency with real-time exchange rates
- e-Invoicing compliance for Indian GST and global norms
7. Security & Audit Trail
- User access controls by role
- Optional approval flows
- Change logs and audit history
- Attachments: scanned docs, contracts, POs
8. Use Cases
- Automating monthly retainers
- Streamlined project billing
- 3-way matching for vendor invoices
- Advance payments and deposit handling
- GST-compliant invoicing in India
9. Types of Invoices Supported
- Regular Customer Invoice
- Vendor Bill
- Refund / Credit Note
- Pro-forma Invoice
- e-Invoice (Govt XML + IRN + QR in India)
- Recurring Invoice (subscription billing)
✨ Sample Workflow: Sales to Invoicing
Quotation → Sales Order → Delivery → Invoice → Payment → Reconciliation
Inventory Module
Purpose: The Inventory module in Vyoma One manages all aspects of warehouse operations — including receiving, internal movement, delivery, and stock valuation. It supports multi-warehouse setups, barcode scanning, and real-time inventory visibility.
- Define multiple warehouses & locations (bins, racks, zones)
- Hierarchical structure: Warehouse → Zone → Location
- Route-based logistics (Push, Pull, MTO, Dropship)
- Stock rules: min/max levels, reorder points
- Lot numbers, Serial numbers, Expiry dates
- Units of Measure (UoM) and conversions
- Product types: Stockable, Consumable, Service
- Goods Receipt (GRN), Internal Transfers, Delivery Orders
- Picking, Packing, Inventory Adjustments
- Scrap Management, Cycle Counts, Physical Inventory
- Traceability from supplier to customer
- Real-time updates of stock moves
- Smart move history tracking
- Lot/serial-based recall audit trail
3. Integration with Other Modules
| Module | Purpose of Integration |
|---|---|
| Sales | Trigger deliveries from confirmed sales orders |
| Purchase | Auto-receipt from vendor POs |
| Manufacturing (MRP) | Raw material consumption & finished goods output |
| Accounting | Real-time stock valuation, COGS accounting |
| Barcode | Streamline warehouse operations |
| POS/eCommerce | Sync stock in-store and online |
4. Reporting & Dashboards
| Report Type | Key Insights |
|---|---|
| Inventory Valuation | Stock value by product/category |
| Forecasted Inventory | Availability based on demand/supply |
| Product Moves | Inbound, outbound, internal transfers |
| Stock Aging | FIFO/LIFO aging reports |
| Warehouse Performance | Lead time, delays, processing time |
5. Advanced Features
A. Barcode & Scanner Support
- End-to-end scanning of receiving, picking, packing
- Mobile-friendly interface
- Reduces manual errors
B. Multi-Company & Multi-Warehouse
- Stock sharing/restriction across companies
- Central/local warehousing models
- Virtual locations (Transit, Dropship, Scrap)
C. Valuation & Costing
- Standard Price, AVCO, FIFO costing methods
- Perpetual or periodic valuation
- Integration with Accounting for auto journals
D. Automated Replenishment
- Reorder rules and triggers
- Minimum stock level alerts
- Supports JIT (Just-in-Time) delivery
6. Mobile & User Roles
- Warehouse users: pick, receive, move
- Managers: configure, adjust, validate
- Real-time mobile interface support
7. Typical Use Cases
- Retail inventory tracking
- Manufacturing: WIP & raw materials
- Consumables tracking in service industry
- Multi-channel eCommerce fulfillment
- 3PL warehouse operations
Sample Inventory Flow
PO Confirmed → Receive Products → Put Away → Internal Transfer (optional) → Pick & Pack → Delivery → Update Inventory Valuation
Purchase Module
Purpose: The Purchase module enables procurement teams to manage the full purchasing cycle — from requisitions and vendor selection to PO approvals, receipts, and billing. Integrated tightly with inventory, finance, and manufacturing workflows.
- Manual or auto-generated Purchase Orders based on stock
- Request for Quotation (RFQ) for competitive bids
- Convert RFQs to POs, manage blanket orders
- Handle call-offs and recurring purchase contracts
- Vendor master: contacts, pricing, delivery terms
- Multiple vendors per product, preferred vendor logic
- Historical purchase trends & lead-time insights
- Vendor-specific pricing & volume discounts
- Framework agreements and time-bound contracts
- Comparison matrix of quotations
- Stockable goods, consumables, and service procurement
- Units of Measure (UoM) and taxation rules
- Purchase routes: dropshipping, direct delivery, etc.
3. Integration with Other Modules
| Module | Integration Purpose |
|---|---|
| Inventory | Auto trigger GRNs, stock updates |
| Accounting | Vendor bills, taxes, costing |
| Sales | Purchase on demand (MTO/dropship) |
| Manufacturing | Procure BOM items for work orders |
| Approvals | PO routing and hierarchy control |
| Expenses | Record indirect and service spend |
4. Billing & Invoicing
- Match vendor bill with PO (2-way) or Receipt (3-way match)
- Auto-generate vendor bills after goods receipt
- Multi-currency bills, track payments and dues
5. Reporting & Dashboards
| Report Type | Insights Provided |
|---|---|
| Purchase Analysis | Spend by vendor, category, product |
| Lead Time | Supplier reliability/performance |
| Price History | Historical price variations |
| RFQ to PO | Vendor win ratio, quote efficiency |
| Forecast | Planned vs actual purchasing |
6. Automation & Smart Features
- Auto-create POs via reorder/procurement rules
- Vendor scoring by performance & pricing
- Email RFQ dispatch, contract attachment tracking
7. Advanced (Enterprise) Features
- Purchase tendering and bid comparison
- Blanket POs, commitment management
- Digital PO signature, vendor portal, tiered approvals
8. Sample Procurement Workflow
Need Identified → RFQ → Vendor Selection → PO Approval → Product Receipt → Vendor Bill → Payment
9. Common Use Cases
- Manufacturing: raw material procurement
- Services: facilities and operations purchases
- Retail: bulk and recurring purchases
- IT/fixed asset procurement and approvals
- Dropshipping for eCommerce and distribution
POS (Point of Sale) Module
Purpose: The PoS module provides a touchscreen-enabled interface for counter sales in retail, restaurants, and service outlets. It works in real time and integrates seamlessly with inventory, accounting, and CRM modules.
- Touchscreen-optimized and scanner-compatible
- Multi-session and multi-terminal environment
- Rapid product search and scan capabilities
- Create and process sales in real-time
- Accept cash, card, wallet, voucher, split payments
- Print/email receipts; returns and refunds
- Organize items by category with images
- Support for variants (e.g., size, color)
- Combo/bundled product management
- Real-time pricelist enforcement
- Manual/auto discounts: item-wise or bill-wide
- Coupons, loyalty rewards, happy hour pricing
3. Integration with Other Modules
| Module | Function |
|---|---|
| Inventory | Stock movement updates in real time |
| Accounting | Sales, payment, tax journals |
| CRM | Customer loyalty sync |
| Sales | Unified sales dashboards |
| eCommerce | Backend for omni-channel retail |
| Loyalty | Point accrual and redemptions |
4. Online & Offline Capability
- Offline mode with auto-sync on reconnection
- No installation — browser-based interface
- Supports tablets, desktops, terminals
5. Smart Tools
- Barcode scanner support
- Wallet/credit payment handling
- Table & seat routing (restaurant)
- Kitchen print routing
- Mobile waiter tablet UI
6. Reports & Dashboards
- Sales by location, cashier, item
- Session & shift reports: cash, float, closing
- Top products sold, tax summaries
- Stock deductions from PoS sessions
7. Customer Management
- Customer profiles at checkout
- Loyalty points and redemption
- B2B accounts and credit payment
- Email receipts and purchase history
8. Security & Permissions
- POS session control and shift locking
- User role permissions (cashier, supervisor, admin)
- Cash drawer controls
- Restrict pricing/discounting per user
9. Industry Use Cases
- Retail: clothing, electronics, grocery
- Food & beverage: restaurants, cafés
- Services: salons, spas
- Pharmacy, bookstores, mobile events
Sample Workflow
Open Shift → Add Products → Apply Discounts → Process Payment → Print Receipt → Close Shift
CRM Module
Purpose: Vyoma One's CRM module provides a 360° customer lifecycle view — from first contact through to deal closure — combining automation, team management, reporting, and deep integration across the ERP suite.
- Capture via web forms, email, import, or integrations
- Auto-assign based on region, product, or salesperson
- Lead scoring and qualification logic
- Kanban-style pipeline with drag-and-drop
- Custom stages & win probability tracking
- Tags, color priority, duplicate merging
- Calls, meetings, email scheduling and logging
- Calendar sync (Google, Outlook)
- VoIP integration and full communication history
- Launch campaigns, track replies, auto-generate leads
- Monitor opens/clicks, tie into marketing automation
3. Integration with Other Modules
| Module | Integration Purpose |
|---|---|
| Sales | Convert opportunities to quotations/SOs |
| Marketing | Campaign execution and nurturing |
| Invoicing | Deal-to-bill conversion |
| Helpdesk | Unified customer history |
| Subscription | Renewals and upselling opportunities |
| Website | Capture leads from web forms |
4. Reporting & Dashboards
| Report Type | Insights Gained |
|---|---|
| Pipeline Analysis | Stage-wise funnel + win rates |
| Lead Conversion | Lead sources vs conversion |
| Sales KPIs | Teamwise or region-wise performance |
| Lost Opportunities | Reasons and patterns |
| Forecast | Revenue projections |
5. Smart Features
- AI-based lead scoring (Enterprise)
- Geo-mapping, duplication management
- Mobile alerts and app access
6. Team Management
- Assign leads/opportunities to teams or users
- Track quotas, KPIs, and achievements
- Role-based views and access
7. Customization
- Add custom fields and deal stages
- Tailor KPIs by product/region
- Define triggers for automated actions
8. Multi-Channel & Global Ready
- Supports multiple languages and currencies
- Lead routing by region or vertical
- Compliant with GDPR and data policies
9. Common Use Cases
- B2B lead to order cycle
- Multi-touch lead nurturing
- Franchise/territory pipeline segmentation
- Channel or partner CRM tracking
Sample Workflow
Lead → Qualify → Opportunity → Quotation (via Sales) → Won → Customer Onboarding
Manufacturing Module
Purpose: The Manufacturing (MRP) module in Vyoma One supports discrete, custom, and process manufacturing. It helps plan, execute, and track production through BoMs, work orders, scheduling, and seamless integration with inventory, procurement, quality, and maintenance.
- Component, operation, and work center definition
- Multiple BoMs: standard, variant, phantom
- Support for assemblies, kits, sub-assemblies
- Multi-level BoM nesting
- Auto-generate from Sales Order or Replenishment
- Reserve raw material, track status (Draft → Done)
- Record output, by-products, material consumption
- Define steps & assign to Work Centres
- Capture time, downtime, operator logs
- Monitor capacity and identify bottlenecks
- Master Production Schedule (MPS)
- Gantt view of work centers
- Real-time availability checks
- Queue/prioritize orders by urgency
3. Integration with Other Modules
| Module | Purpose of Integration |
|---|---|
| Inventory | Reserve/consume materials; track output |
| Purchase | Procure materials when not in stock |
| Quality | Trigger inspections for inputs/WIP |
| Maintenance | Preventive and corrective scheduling |
| Accounting | Production cost tracking |
| Sales | Trigger MOs from SOs (Make-to-Order) |
4. Reporting & KPIs
| Report Type | Key Insights |
|---|---|
| Efficiency | Actual vs expected production time |
| Work Centre Utilization | Machine capacity vs usage |
| BoM Costing | Planned vs real component costs |
| Scrap Analysis | By product, reason, or operation |
| Performance | MO delays, throughput, accuracy |
5. Smart Features
- Backflushing for auto-consumption of components
- Barcode scanning for operations and inventory
- Lot/Serial traceability throughout process
- Subcontracting workflows
- By-product and scrap management
6. Advanced Functionalities
- Master Production Schedule (MPS): Weekly/Monthly
- Capacity Planning by Work Centre
- Overall Equipment Effectiveness (OEE)
- Tablet UI for shop floor users
- PLM: Document and engineering change tracking
- Cost Analysis: Labor, material, overhead
7. Sample Manufacturing Workflow
Sales Order → Generate MO → Reserve Materials → Execute Work Orders → Record Output → QC → Move to Stock → Close MO
8. Typical Use Cases
- Discrete: Furniture, electronics, auto parts
- Process: Chemicals, food, beverage
- Custom Engineering / Project Manufacturing
- Subcontracted fabrication
- Batch manufacturing: pharma, FMCG
Key Benefits
- Live production tracking and visibility
- Avoid stock-outs, reduce overproduction
- Resource and machine optimization
- Cost control and variance analysis
- Built-in quality checks per stage
Other Important Modules
- Maintenance Module
- HRMS Core Module
- Recruitment Module
- HR Dashboard, Payroll, Employee Attendance, Expense, Timesheet etc. Module
- Fleet Management Module
- Projects Module
- Website Builder Module
- e-Commerce Module, Subscriptions, Messaging, Surveys
- e-Learning Module