QUOTATION SYSTEM · RETAIL
Quotation Management System — Retail Store Edition
Build a complete quotation flow in Google Sheets for your retail store. Branded PDFs, versioning, and follow-up reminders.
Google Sheets · Apps Script · WhatsApp · AI
Automation your finance team will actually trust.
The layer above Tally that fixes reconciliation, approvals, and compliance — without an ERP migration, a monthly SaaS bill, or a dedicated IT team.
100% on-time GST & TDS filings across 6 firms since 2022
10+ production systems shipped
Zero recurring infra cost
Codexo Ops Command Center
LIVE
COMPLIANCE
0%
GST + TDS on-time
OUTSTANDING BALANCES
-0%
Debtor/creditor, since LedgerLens
REPORTS
1-click
Auto-mailed daily
WHATSAPP
Live
Alerts routed by domain
Google Sheets backend · Apps Script engine · Meta Cloud API · Gemini AI
Flow Monitoring Systems
Compliance Trackers
Dashboards
Apps Script
WhatsApp Cloud API
Gemini AI
Client Portals
Bulk Messaging
WHY NOT JUST GET AN ERP?
The thin layer above Tally, not a six-figure migration.
Every mid-sized Indian firm running on Tally hits the same handful of walls: reconciliation drift across group companies, payment approvals living on WhatsApp with no audit trail, statutory deadlines tracked on a wall calendar, sales-margin visibility trapped inside Tally reports, and compliance alerts that never reach the person who can act on them.
The usual answer is a full ERP migration — Zoho, SAP B1, Odoo — a six-figure, six-month project most ₹50–200 crore turnover firms can't justify. Codexo builds the layer above Tally instead: Google Sheets, Apps Script, WhatsApp Cloud API, and Gemini AI, solving each pain point without touching the ERP, without a monthly SaaS bill, and without a dedicated IT team.
WHO'S BUILDING THIS
Built by an accounts head, not an agency.
Dileep Kumar spent 8+ years as Head of Accounts for a Lucknow-based retail & distribution group, running a 10-member finance team across bookkeeping, statutory compliance, and reporting for 6 group firms — with 100% on-time statutory compliance for 5 consecutive years. MCA, MBA.
Every product in this catalogue was built inside that live finance department first, used daily for months to years, and only then packaged for other firms. That's the difference between a hypothetical automation pitch and a tool that survived real accounting work.
8+
Years as Head of Accounts
10
Member finance team led
6
Group firms reported on
100%
On-time compliance, 5 yrs
THE PRODUCT CATALOGUE
Six problems, proven in production first.
Every entry below states the real industry problem it solves, then what the system does. Tap a card for the full detail and current production status.
LedgerLens
PILOTS OPEN
Tally-to-Sheets reconciliation for multi-firm groups
Reconciling ledgers across 4+ Tally companies by hand — exporting, cross-checking, catching drift only at year-end audit.
- A lightweight Windows bridge pushes Tally ledger data to a Google Sheet on a schedule — no ERP change, no Tally customisation
- Live dashboard: firm-wise open balances, ageing buckets, and inter-company mismatches
- Threshold alerts the moment a balance drifts — reconciliation becomes a 5-minute daily check, not a monthly fire drill
- Multi-tenant template: brand-config layer, license/heartbeat admin panel, Windows installer — new customer onboarded in under 2 hours
Status: Live in daily production across an 8-firm group, run by a 10-member accounts team. Contributed to a ~15% reduction in outstanding debtor/creditor balances. Pilot slots open for external customers.
Payment Manager
3+ YRS LIVE
Approval-first vendor payment workflow
Vendor payments running on WhatsApp forwards and phone calls, with no traceable record of who approved what.
- 3-stage lifecycle enforced by the system: To Initiate → Authorizer → Tally Import, each stage with a named owner and timestamp
- Pool-based routing sends payments to the right approver automatically, by amount threshold and vendor category
- Full audit trail — who created, who approved, when it posted, rejection reasons captured inline
- Approved payments land in a Tally-ready import format — no re-keying, no reconciliation gap
Status: Live in daily production for 3+ years, used by a 10+ member team. Replaced manual payment tracking and the WhatsApp/email approval chase entirely.
FMS Compliance Tracker
READY
Statutory filing calendar — GST, TDS, PF, ESIC
Statutory deadlines tracked on wall calendars or in one senior person's head — institutional knowledge that walks out the door with them.
- Compliance calendar auto-generated per firm, per return type, per financial year — GSTR-1, GSTR-3B, TDS, PF, ESIC out of the box
- Owner accountability matrix — every return has a named preparer, reviewer and filer
- Escalating WhatsApp alerts as deadlines approach — silent for green, nudge at T-3 days, urgent at T-1
- Filing evidence attached per row — the same tab doubles as an audit-ready compliance register
Status: Live in production covering 5 return types across 6 firms. Zero missed statutory deadlines since deployment. Schema is jurisdiction-agnostic — ready for any Indian statutory calendar.
Sales & Margin Dashboard
READY
SKU and channel-level margin visibility on top of Tally
Tally shows sales by voucher or party — not by SKU margin or channel mix. Pricing decisions get made on gut feel.
- 7-tab dashboard reading invoice-level data with automatic deduplication
- Multi-filter reporting: SKU, brand, channel, salesperson, geography, period — any combination in one click
- Margin computed at invoice-line level, not aggregate — surfaces hidden loss-makers that period totals mask
- One-click CSV export for management review packs, no analyst intervention needed
Status: Live in production, used weekly by senior management for pricing, channel, and salesperson decisions. Adaptable to any Tally-based distribution or retail firm.
WhatsApp Notification Engine
STANDALONE
The right message, on the channel people actually read
Compliance alerts by email go unread. SMS is expensive and can't render rich content. WhatsApp is where people actually look.
- Pre-configured Meta WhatsApp Cloud API integration with a permanent System User token — no re-authentication chores
- Smart routing: morning briefs to personal + office, evening nudges personal only, compliance alerts to office, high-priority auto-routed by domain
- Template-based messaging that stays inside Meta's free tier (1,000 conversations/month)
- Ships as an Apps Script module that snaps into any other Codexo product
Status: Live in production, powering alerts for LedgerLens, the FMS Compliance Tracker, and Payment Manager. Available as a standalone module.
Codexo One
v4.6
Proof-of-stack: one system for personal ops
The same stack, run as one person's daily operating system for years — the strongest proof it scales from a single user to a full team.
Read the full build log →THE WIDER TOOLKIT
Beyond the flagship six.
Built on the same Sheets + Apps Script stack — available as standalone modules or folded into a custom build.
Flow Monitoring Systems (FMS)
Enquiry, O2D, CRM, NPD, Complaint, Help Ticket, Expense, and SC Order-Taking flows — stage-by-stage tracking with automatic escalation.
Delegation System
Every task gets a named owner, priority, and deadline. Doers update status directly; delays escalate automatically — no more chasing on WhatsApp.
Checklist & Work Management
Daily, weekly, and monthly task lists per role, with photo/file proof of completion and a running score per team member.
Leave Management System
Leave applications, approval routing, and balance tracking in one Sheet-based flow — no separate HR software to license.
Lead Management System
Capture leads from every channel into one pipeline, track source and stage, and get follow-up reminders before a lead goes cold.
Attendance Management (geo-tagged)
Check-in and check-out captured with location, timestamped and logged automatically — late marks and absentees flagged, no biometric device needed.
Bulk Marketing & Messaging
Segmented broadcast campaigns over WhatsApp, Telegram, or email from your own contact sheet, with delivery logs — no per-message SaaS fee.
INDUSTRIES SERVED
Where these systems run.
Retail Distribution
IT & Electronics
Manufacturing
Plastics (LDPE/HDPE)
Steel & Metal
FMCG & Sweets
Transport & Logistics
Real Estate
Education
Healthcare
CA & Consulting Firms
Service Businesses
0+
Production systems shipped
0+
FMS variants deployed
0
Firms under live compliance tracking
0+
Years zero missed deadlines
SHIPPED & AVAILABLE
Buy a proven system, deploy this week.
Quotation System — Retail: what's included
- Item master with rate, tax, and discount logic
- Branded quotation PDF, generated and mailed in one click
- Version history per customer with follow-up reminders
- Won and lost tracking with a conversion summary
Delivery 3–5 working days · Sheet copy + Apps Script source · 30 days of setup support.
Recurring Order System: what's included
- Customer-wise order cycles with automatic scheduling
- Daily dispatch list generated and mailed to the team
- Fulfilment status per cycle with pending alerts
- WhatsApp confirmation to the customer on dispatch
Delivery 5–7 working days · Sheet copy + Apps Script source · 30 days of setup support.
Quotation System — LDPE / HDPE: what's included
- Grade, micron, size, and rate-per-kg pricing engine
- Weight and roll calculation built into every line
- Branded quotation PDF with terms and validity
- Customer-wise rate history for repeat enquiries
Delivery 5–7 working days · Sheet copy + Apps Script source · 30 days of setup support.
FLAGSHIP BUILD
Codexo One — a personal OS I built for myself, and now sell.
Running an accounts department meant tracking goals, compliance dates, expenses, and team pendencies across a dozen disconnected sheets. Nothing on the market fit the way an Indian finance office actually works.
I built Codexo One as nine modular Apps Script files on a Google Sheets backend — goals, finance, health, journal, and command console — wired to the Meta Cloud API for alerts and Gemini for capture and coaching.
It has run every day since launch without a paid subscription behind it. The same architecture now ships to clients who want their own operator console.
See the build log
9
Modular files
6
AI features live
100%
WhatsApp uptime
₹0
Infra cost
SELF-BUILT SYSTEMS
Screens from systems running today.
Every product below was designed, built, and deployed in-house on Google Sheets and Apps Script. Headers and process stages are shown; all client data, names, amounts, and counts are masked.
WHY WORK WITH US
One price. Every script. Full source code.
Built for owners who want the system, not a subscription. The sheet, the code, and the logic sit in your own Google account from day one.
Fixed-price delivery
Source code handed over
No recurring licence
Runs in your Workspace
30 days setup support
Discuss your project
MEASURED RESULTS
What changed after automation.
Figures below are measured on systems currently running in production. Client references available on request, subject to their consent.
Open pendencies
8%
Measured across the first two quarters after the flow monitoring system went live.
GST & TDS filings
100% on time
Across 6 firms tracked on the compliance calendar since 2022.
Daily MIS reporting
1 click
Reports compiled and mailed automatically, replacing manual end-of-day collation.
Recurring infra cost
₹0
Built on the Meta free tier and the Google Workspace account already in use.
PAYMENTS
Simple, transparent payment.
UPI
Bank Transfer
Razorpay
QR Code
Invoice
All prices exclusive of 18% GST. GST invoice provided. Source code handed over on delivery.
OPEN RIGHT NOW
Three ways to work together.
Pilot customers for LedgerLens
Multi-firm groups running 4+ Tally companies who want live reconciliation without an ERP migration. Deployment in under 2 hours.
Custom automation engagements
Finance and operations teams already on Google Sheets who want a purpose-built tool instead of a generic SaaS subscription.
Distribution partnerships
Tally-focused CA firms and accounting service providers looking to offer a differentiated technology layer to their existing client base.
PUBLIC PROOF
See the actual code and builds.
GitHub — LedgerLens (link coming)
GitHub — Retail Workspace Hub (link coming)
Medium — the Codexo approach (link coming)
Loom — 90s product demo (link coming)
Reference customer available on request — a live 10-member accounts team using every product listed above daily. Reference call available for serious enquiries.
FAQ
Questions worth asking first.
POLICIES & CONTACT
The terms we work under.
Privacy
We collect only the name, phone number, email, and business details you send us, and use them solely to respond to your enquiry and deliver the system you buy. Your operational data stays inside your own Google Workspace account. We never sell or share data with third parties. Write to info@codexo.in to have your enquiry data deleted.
Terms
Scope, price, and timeline are confirmed in writing before work starts. Ready-made products are delivered as a copy of the Google Sheet with Apps Script source in your own account. Custom builds are delivered in agreed stages. All prices are exclusive of 18% GST. Ownership of delivered code passes to you on full payment.
Refunds & cancellation
Ready-made products are digital goods; because access is granted immediately, they are non-refundable once the file has been shared. If the product does not function as described, report it within 7 days and we will fix it or refund in full. Custom projects may be cancelled before the next stage begins; completed stages are billable, the balance is refunded within 7 working days.
Contact
Codexo Automation
Lucknow, Uttar Pradesh, India
+91 89530 00002
info@codexo.in
Support hours: Mon–Sat, 10:00–19:00 IST
Have a workflow that eats your team's day?
Send me the sheet or describe the process. I'll tell you in 20 minutes whether it can be automated — and what it will cost.
OR LEAVE YOUR DETAILS — WE'LL REACH OUT