The platform

Everything in the box, workspace by workspace.

The complete list of what PowerOne Business does today. Every item on this page is live in the product — nothing here is a roadmap promise.

Home

The owner's cockpit.

What needs attention today — and what puts a sale, stock, cash or a promise at risk?

  • Attention feedExceptions ranked by severity, with nothing to configure.
  • Collections at riskOverdue invoices and broken payment promises.
  • Credit exposureCustomers over their credit limit or on hold.
  • Fulfilment riskOrders short of stock, late, or not yet invoiced.
  • Sales follow-upQuotes awaiting a decision and leads going stale.
  • Supply riskLate purchase orders and stock below reorder level.
  • Waiting on youApprovals, leave requests and timesheets.
  • Self-clearingItems open the record that fixes them and disappear once resolved.

Sales

Leads, quotations and orders.

Which enquiries, quotes and orders need action, and what has been won?

  • LeadsSource and status from new to qualified, then one-click conversion to a customer.
  • QuotationsProduct, price and tax frozen at the moment they are sent.
  • RevisionsA revised quote is a new offer — never a silent edit of what the customer saw.
  • ApprovalsApprove before sending; rejections keep their reason.
  • Branded PDFsQuotations sent by email or WhatsApp.
  • Acceptance to orderCreated exactly once, even on a double click.
  • Stock reservationOrders reserve stock and show any shortfall plainly.
  • Purchase demandShortfalls become purchase suggestions linked to the order.
  • Part-billingInvoice an order in stages; unbilled work is flagged.
  • Public quote requestsYour customers pick from your catalogue and ask for a quote.

Customers

The complete customer record.

What was quoted, ordered, invoiced, paid, communicated and promised?

  • Customer 360Overview, timeline, sales, money, documents, communications and account in one place.
  • GST identityGSTIN, PAN, state, and multiple billing and site addresses.
  • ContactsSeveral people per customer.
  • Credit controlLimits and holds — invoicing refused on hold, with an audited override.
  • Commercial termsPayment terms per customer.
  • TimelineEvery quote, order, invoice, payment and message in order.
  • Receipts from the recordOne payment settles several invoices, straight from the customer.
  • Permission-awareTabs a user may not see are absent, not greyed out.

Products

Your catalogue and prices.

What do we sell, at what price, tax and unit — and is stock tracked?

  • One catalogueProducts and services, organised by category.
  • TaxHSN/SAC, GST rate and tax treatment per item.
  • UnitsUnits of measure and optional stock tracking.
  • KitsBundles of components, with optional choices.
  • Price listsTier pricing for dealers and customer segments.
  • Price historyImport price lists from a spreadsheet and keep the history.
  • Stocking policyReorder levels per product.

Purchases

From supplier to goods received.

What must be ordered, from whom, and what has arrived?

  • SuppliersGST details, contacts and addresses.
  • Purchase suggestionsFrom open customer demand and reorder levels.
  • Purchase ordersWith an approval step before they go out.
  • Goods receiptsReceived against the PO; short and excess deliveries visible.
  • Supplier commitmentsOpen orders by supplier at a glance.
  • Late-PO alertsRaised when an expected date passes.
  • Purchasing reportWhat you are buying, and from whom.

Stock

What you have, and what is promised.

What is available, reserved, short, counted or due for reorder?

  • AvailabilityOn hand, reserved and available for every tracked product.
  • Movement ledgerAppend-only — stock changes only through recorded movements.
  • ReservationsHeld for confirmed orders, released when fulfilled or cancelled.
  • Stock countsSystem quantities frozen, with a printable count sheet.
  • Count approvalPosts one controlled adjustment per difference.
  • ReconciliationTrace every unit in and out, per product.
  • Opening stockImported for go-live.
  • Reorder alertsSurfaced on Home.

Money

Invoicing and collections.

What is invoiced, paid, overdue, credited or being chased?

  • GST invoicesGenerated from the order, with place-of-supply checks.
  • Credit notesIssued against an invoice, with a reason.
  • PDF documentsInvoices, credit notes and receipts by email or WhatsApp.
  • PaymentsCash, UPI, bank transfer, cheque, card and more.
  • AllocationOne receipt settles several invoices.
  • Void with reasonA payment is never deleted.
  • ReceivablesRanked by who needs chasing today.
  • CollectionsLog calls and promises to pay; assign the follow-up.
  • StatementsCustomer statements as PDF; voided ones stay on file.
  • Opening balancesImport opening receivables to start with real numbers.

People

Optional — and never in the way of selling.

Who works here, and what can they do for themselves?

  • DirectoryEmployees and their employment details.
  • LeaveLeave types, requests, approvals and balances.
  • TimesheetsWeekly timesheets — approve, reject or revert.
  • Payroll monthDraft, publish and audit payslips.
  • Self-serviceMy leave, my timesheet, my payslips.
  • Clear scopePayslips are recorded, not a statutory payroll engine.

Documents

Business evidence, exactly where it belongs.

What exists, where did it come from, and who may see it?

  • Attached to recordsFiles live on the customer, order or record they concern.
  • ClassificationPublic, internal, private or confidential, by document type.
  • VersionsReplace a file and keep its history.
  • ArchiveRetire a document without losing the record.
  • Secure downloadsSigned links that expire within minutes.
  • Generated PDFsKept on the record that produced them.

Communication

Email and WhatsApp, with proof.

Which messages need attention, and which rules send them?

  • EmailDocuments, invitations and alerts.
  • WhatsAppQuotes, invoices, receipts and statements via approved templates.
  • TemplatesMessage templates you can edit.
  • RulesSend a template when an event happens, or daily.
  • Delivery logPer customer, with channel and status.
  • RetryFailed sends are visible and can be retried.
  • ConsentRecorded per channel and purpose.
  • Owner digestA monthly summary by email.

Reports

A few numbers that matter.

Which small set of truths helps the owner act?

  • Sales pipelineAnd quote conversion.
  • Money owedReceivables and ageing.
  • PurchasingSpend and supplier commitments.
  • HR & payrollA people summary.
  • Audit trailSensitive changes, who and when.
  • AdoptionMilestones on the order-to-cash cycle.

Settings

Configured by you, not a consultant.

Is the business set up safely — tax, numbering, users, roles, templates?

  • Business identityName, address, logo, GSTIN and state.
  • NumberingFinancial-year sequences with your prefixes, without gaps.
  • Operating modeProducts, Services or Both — change any time.
  • Starter profilesSeven, for common trades.
  • Users & rolesInvite by email, assign a role.
  • Guided setupAn activation journey and a readiness check.
  • Import wizardSix CSV templates, previewed before commit.
  • Full exportEvery record as CSV in one download.
  • Accountant handoffRegisters, GSTR-1-shaped summary, reconciliation.
  • Tally XML exportFor a date range, with your own ledger names.

Security & platform

The part you should never have to think about.

  • Five role presetsOwner, Sales, Purchase & Stock, Accounts, Employee.
  • Two-factor sign-inWith an authenticator app.
  • LockoutAfter repeated failed sign-ins.
  • Verified accountsEmail verification and secure password-reset links.
  • IsolationEach business's data checked on every read and write.
  • Audit logHigh-risk actions recorded.
  • Duplicate-safeRetries never create a second order, payment or message.
  • Scheduled workReminders and rules, with stuck jobs surfaced to a person.
  • Emergency pauseStops all automation for a business at once.
  • BackupsEncrypted, with tested restores.

Deliberately out of scope: a general ledger, statutory payroll, retail POS, manufacturing, and field-service management (site surveys, technician dispatch, AMC, warranty). Field service is a planned add-on. If you need any of these today, we will tell you plainly before you buy.

Private demo

See it with products and customers like yours.

A guided walkthrough, tailored to how your business actually runs.

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