03 Control
Why route discounts by margin?
Because value hides the damage. Two discounts of the same size can have opposite effects on profit, and an approval rule that cannot tell them apart will approve the wrong one.
| High margin line | Thin margin line | |
|---|---|---|
| List price | ₹1,00,000 | ₹1,00,000 |
| Cost | ₹60,000 | ₹88,000 |
| Margin at list | 40% | 12% |
| After a 10% discount | 33% margin | 2% margin |
| Approval it should need | Sales manager | Business head, with a reason |
And the cumulative case
04 Handover
The order handover
The single highest-value link in the chain and the one most often left manual. An accepted quote already contains everything the order needs.
Step 1: Quote accepted
Acceptance recorded with the signed copy and the accepted version attached, so there is no argument later about which quote was agreed.
TriggerStep 2: Credit and stock checked
Credit limit, ageing and stock availability checked before the order is created rather than after a date is promised.
GateStep 3: Sales order created
Same line items, same prices, same taxes, in the ERP. Nobody keys an order that was already keyed as a quote.
WriteStep 4: Acknowledgement sent
The customer receives an acknowledgement with the committed date, from the system rather than from somebody remembering.
NotifyStep 5: Dispatch and finance
Dispatch sees the order, finance sees the receivable, and where e-invoicing applies the document flows into that path without a separate step.
Close
- Electronic signature rests on Section 10A of the Information Technology Act, 2000, administered by the Ministry of Electronics and Information Technology, under which a contract formed electronically is not unenforceable merely for that reason.
- Above ₹5 crore aggregate annual turnover GST e-invoicing applies, and at ₹10 crore and above each document must reach the Invoice Registration Portal within 30 days of its date.
05 Reference
Terms used on this page
- Quote to cash
- The sequence from quotation through approval, order, dispatch and invoice to cash received.
- Configure price quote
- Written CPQ: encoding product options and dependencies so a quote cannot describe something that cannot be built.
- Rate card
- The customer-specific price list with effective dates, so a quote issued months ago can still be reproduced exactly.
- Margin-based approval
- Routing a discount request on the profit it leaves rather than on the rupee value it removes.
- Electronic signature
- A signature captured through a signing platform. Section 10A of the IT Act keeps an electronically formed contract enforceable.
- Order acknowledgement
- The confirmation sent once an order exists, carrying the committed date, generated rather than remembered.
- Data Protection Board of India
- The adjudicating body under the Digital Personal Data Protection Act, 2023. The Schedule to that Act sets fixed rupee ceilings rather than a share of turnover: up to ₹250 crore for failing to take reasonable security safeguards against a personal data breach, up to ₹200 crore for failing to notify the Board and the people affected, and up to ₹50 crore for a breach of any other provision. That is why consent, retention and access control are build decisions here rather than paperwork.
06 Questions
Sales automation in Jalandhar: FAQs
Next step
Tell us how a quote gets made today.
We will come back with the pricing rules as we would encode them, the approval routing, and a fixed quote. The first flow map is free.
Read by Dhanush Prabha, our CTO, not a form queue. Reply usually within one working day, in your time zone.
Nebin Binoy 
