Convosis Books
Finance, inventory, and growth
Finance, inventory, and growth
in one operating system.
Convosis Books gives modern businesses one control layer for accounting, inventory, GST, and reporting. It is built for teams that want clean books without fragmented workflows.
Sales + Purchase Cycle
Complete customer and vendor
flows in one working cycle.
Convosis Books covers the full sales and purchase journey, from customer quotations and invoices to vendor bills and payables, without breaking process context across teams.
- Sales cycle with customer continuityMove from quotation to invoice and collection with customer history and transaction flow intact.
- Purchase cycle with vendor controlHandle purchase orders, bills, returns, and vendor coordination inside one disciplined purchasing path.
- Customers and vendors managed togetherKeep both sides of the business relationship organized without fragmenting operational and financial records.
Convosis Books
Sales Purchase Lifecycle
Customers and vendors in sync
Sales Documents
128
Purchase Documents
43
Active Parties
286
Lifecycle View
Quote to bill to settlement
Process continuity
Customer Cycle
Quote to invoice
Quotation approved
Sales order confirmed
Invoice generated
Vendor Cycle
PO to payable
Purchase order raised
Bill captured
Vendor payment queued
Customer Records
Contacts, outstanding history, and sales continuity remain attached to the account.
Vendor Records
Purchase history, bill review, and payable state remain visible without separate handoffs.
Document throughput
12 customer docs posted today
Cycle completion
96%
Party relationship state
Customers and vendors aligned
Customer follow-up queue
Healthy
Vendor bill review
3 pending
Outstanding visibility
Updated
Convosis Books
Serial Batch Tracking
Bin and lot visibility
Tracked Batches
84
Tracked Serials
1,248
Storage Points
18
Batch View
Location-wise lot control
Expiry aware
Batch
Location
Expiry
Qty
BATCH-AX14
Warehouse A
12 Aug 2026
148
BATCH-CR27
Cold Room 2
04 Sep 2026
64
BATCH-DL09
Dispatch Rack
18 Sep 2026
92
Serial Registry
Serial to location mapping
Serial Number
Tagged Location
SR-0001842
Bin A-14
SR-0001843
Bin A-14
SR-0001971
Rack C-07
SR-0002058
Cold Room 2
Storage Logic
Bin-aware operational handling
Rack A-14Serial-controlled
Cold Room 2Batch expiry watch
Dispatch BayReady for outward
Serial + Batch Control
Serial, batch, and bin logic
built into inventory flow.
Track item movement with the level of control operational teams actually need. Books supports serial tracking, batch tracking, and bin-aware handling for structured inventory environments.
- Serial-level traceabilityTrack item-level identity across inward, outward, and stock movement events.
- Batch-aware inventory disciplineMaintain control over grouped stock lots for operational handling, tracking, and review.
- Bin-level storage visibilityKnow where stock sits inside the warehouse and structure handling around actual storage logic.
Transaction Series
Number every transaction
the way your business needs.
Create customizable transaction series for each business flow so invoices, purchase records, stock documents, and other transactions follow the numbering logic your teams already understand.
- Different series for different transactionsDefine separate numbering behavior for sales, purchases, stock, and finance-related documents.
- Structured series without manual overridesKeep document numbering clean, predictable, and aligned with operational policy.
- Ready for process-specific naming conventionsSupport internal numbering standards without forcing teams into a single pattern.
Convosis Books
Transaction Number Series
Auto-generated numbering rules
Configured Series
18
Series Auto-State
Running
Reset Logic
Yearly
Series Configuration
Prefix, next number, reset behavior
Controlled auto-generation
Transaction
Prefix
Next No
Mode
Quotation
QT-2026-
00428
Auto
Invoice
INV-2026-
01842
Auto
Purchase Bill
PB-2026-
00631
Auto
Stock Transfer
ST-2026-
00118
Auto
Document behavior
Different series per transaction
QuotesQT-2026-00428
InvoicesINV-2026-01842
Purchase BillsPB-2026-00631
Numbering rule state
Consistent across the cycle
Auto-generation confidence
99%
Convosis Books
Transfer and Adjustment Control
Movement and correction records
Transfer Orders
26
Adjustment Notes
14
Storage Locations
18
Stock Movement Artifacts
Documents that explain movement and loss
Traceable stock changes
Transfer Order
Warehouse A to C
Internal movement documented before stock changes hands between locations.
Adjustment Note
Damaged goods write-down
Quantity reduced with a reason code when breakage, expiry, or scrap changes real stock.
Location Receipt
Destination confirmation
The receiving location confirms stock acceptance so movement stays verifiable.
Loss Event Record
Fire zone stock write-off
Exceptional incidents such as fire or stock loss stay documented instead of disappearing into manual corrections.
Location movement state
Move between stock points
Transfer OrderReady
WH-A to WH-C
Damage AdjustmentReview
Crushed cartons isolated
Stock Loss EventDone
Fire zone write-off posted
Adjustment discipline
Corrections stay documented
Damaged Goods
Broken, dented, or unusable stock needs a controlled quantity write-down.
Fire or Loss Event
Catastrophic stock loss must be adjusted with a documented operational reason.
Expiry or Scrap
Expired or scrapped inventory should exit stock with a visible audit trail.
Inventory adjustments are not only for count differences. They also capture damaged stock, loss events, expiry, and other operational realities.
Transfer + Adjustments
Move stock cleanly across
locations and realities.
Handle transfer orders and inventory adjustments inside the system so warehouse movement, stock corrections, and operational changes remain properly recorded.
- Transfer orders across stock pointsManage movement between warehouses, branches, or storage locations with better traceability.
- Inventory adjustments when reality changesCorrect quantity differences, stock findings, and operational mismatches without losing audit clarity.
- Cleaner internal stock controlKeep movement history visible instead of managing operational stock changes outside the system.
PDF Templates
Make invoices and quotes
look like your business.
Customize PDF templates for invoices, quotations, and other transaction documents so business communication stays consistent, branded, and operationally ready.
- Branded invoices and quotesPresent business documents with layouts that reflect your identity instead of generic output.
- Adjust content based on transaction typeDifferent document flows can present the details that matter most for customers, vendors, or internal teams.
- Consistent output at scaleKeep document presentation aligned even as teams generate more invoices, quotations, and transaction records.
CONVOSIS BOOKS
Invoice template header
Tax Invoice
INV-2026-00482
03 Jun 2026
Bill To
Ship To
Description
Qty
Rate
Amount
Notes / Terms
Totals
Subtotal
Tax
Grand Total
Move Totals Block
Drag the totals section anywhere on the template.
Resize Item Table
Stretch or compress the line-item zone for each document type.
Drop Terms Section
Reposition declarations, footer notes, and signature blocks.
Help Center
Questions Teams Ask About Convosis Books
The practical questions finance, founders, and operations teams ask before they standardize on Books.
Secure rollout
Enterprise-grade controls from day one.
Guided migration
Clear onboarding paths for finance and ops teams.
Question 01
Is Convosis Books only for accounting teams?
No. It is structured for finance, inventory, founders, and operations teams to work from one transactional system. Books gives finance-grade controls without isolating operational users.
Question 02
Can we manage inventory and accounting from one workflow?
Yes. Purchases, stock movement, invoicing, and ledger impact are tied together so inventory activity and financial outcomes stay aligned without manual reconciliation.
Question 03
Will Convosis Books support growing companies with more entities and users?
Yes. The product is designed to scale from lean teams into larger multi-user environments with approvals, controls, reporting depth, and operational structure.
Get Started Today
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business operations?
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