Guides · Business software & ERP
Business software & ERP guides
Choosing and running business software — ERP, billing, CRM, field sales and data safety.
20 guidesFree to read
Business softwareWhat is ERP?ERP (enterprise resource planning) is software that keeps purchase, stock, sales, accounts and people in one shared system, so a single entry updates 3 min read
Business softwareERP for small businesses in IndiaMost small Indian businesses do not need a big ERP. They need their sales, stock, orders and accounts to agree, and to be visible to the owner without4 min read
Business softwareERP vs accounting softwareAccounting software records the money side of the business for the accountant. ERP tries to run the whole business, from purchase to delivery, for eve4 min read
Business softwareBilling software vs accounting softwareBilling software makes invoices quickly at the counter. Accounting software turns every bill, payment and expense into ledgers, GST data and financial4 min readBusiness softwareCloud vs desktop accountingDesktop accounting keeps your books on a computer in your office. Cloud accounting keeps them on the vendor's servers and you open them in a browser o3 min readBusiness softwareHow to choose accounting softwareChoose accounting software by testing it on your own transactions, not by comparing feature lists. Check GST, outstanding, stock, user access, data ex3 min readBusiness softwareSigns you have outgrown spreadsheetsSpreadsheets are excellent for analysis and terrible as a business's main record. When several people edit the same files, figures stop matching the b4 min readBusiness softwareDealer management system explainedA dealer management system (DMS) keeps everything about your dealers in one place: who they are, what price they get, what they order, what they owe, 3 min read
Business softwareSales force automation explainedSales force automation (SFA) is software that runs a field sales team's day on a phone: which shops to visit, check-in at each one, orders and collect4 min readBusiness softwareCRM for distributorsFor a distributor, CRM is less about chasing new leads and more about knowing every dealer well: what they buy, what they owe, when they were last vis3 min read
Business softwareInventory management software: the basicsInventory software keeps a running count of every item you hold, where it is, what it cost and how fast it moves. Done well, it tells you what to reor3 min read
Business softwareSetting up a barcode system for a small businessA barcode system lets staff identify an item by scanning instead of searching or typing. For a small business, it needs three things: a code on every 4 min readBusiness softwareAn online store for local retailersA local retailer's online store does not need to compete with national marketplaces. Its job is simpler: let nearby customers see what you stock, orde4 min readBusiness softwareB2B ordering apps for dealersA B2B ordering app replaces phone calls, WhatsApp messages and paper order books with structured orders: the right items, the right rates for that dea4 min readBusiness softwareField sales app checklistUse this checklist when you evaluate a field sales app. Test each point with one of your own salespeople on a normal working day, not in the vendor's 3 min read
Business softwareBacking up your accounting dataA backup is only real if you can restore it. Keep at least three copies of your books, on two kinds of storage, with one copy outside the office, and 3 min read
Business softwareKeeping your accounting data secureMost data leaks in small businesses come from shared passwords, open computers and staff who leave with access, not from hackers. A few habits close m3 min readBusiness softwareUser roles and access controlAccess control means each person can see and do only what their job needs. Set it up with a few clear roles, add approvals for risky actions, and revi3 min readBusiness softwareSwitching business software: a checklistMost software switches fail on data and people, not on the software. Pick a quiet start date, clean your masters, agree opening balances to the rupee,4 min readBusiness softwareGiving your accountant access safelyGive your accountant or CA their own login with the access their work needs, never your owner password. Agree what they may change, keep a record of t4 min readCashflow OS · works with TallyPrime
Put this into practice with your own books
Cashflow OS shows your TallyPrime ledgers, outstanding, GST views and reports on every phone in the team. Try it free on your own data, or let our Jaipur team walk you through it.
