Step 03 · How it works
BPS CA checks three records before a purchase changes stock: the entry in your ledger, the supplier bill read by OCR, and the signed delivery proof. Sales and samples need the ledger entry plus dispatch proof, and an Admin confirms before inventory moves.
Explore plansDesktop or API nodes push trade and taxLines batches from Zoho Books, Xero, QuickBooks Online, or Tally Prime — with Zero-Duplicate Replay Protection (the same invoice never counts twice) on stable ledger ids and Source-Aware badges in Approvals.
Accountants upload PDF/image evidence — Morning bill (OCR): the supplier invoice, read automatically. The PM2 OCR worker stages drafts; Review & Save creates PENDING_CONFIRMATION trades — never live stock. Sales/sample rows often already exist from ledger sync.
Evening Slip security gate — a signed delivery note, delivery challan or gate pass is required before stock changes. Physical delivery / dispatch proof attaches to the pending row for inward, outward, and sample. Upload the front (required for confirm) and optionally the back when the delivered stamp or signature is on the reverse.
Asymmetric Trade Match — checks bills and delivery proof against your books before stock moves. Inward stays full books ↔ OCR ↔ evening (a 3-way match with delivery proof). Outward and Sample use books + evening dispatch. Pricing Anomaly Agent (IQR) flags when a supplier charges more than usual on inward buys only.
Confirm & update stock sets CONFIRMED, mutates products and inventory_balances together, and can apply FX when the invoice currency differs. Optional company auto-confirm runs the same atomic path for clean matches after evening attach. Each Pending trade — an entry waiting for approval — stays held until then.
Dated OUTWARD history powers Predictive Procurement (ADU, DIR, auto-ROP) — reorder alerts from your real daily sales — plus Atomic Multi-Warehouse Routing (audited stock transfers between warehouses), Chronological Credit Allocation (FIFO), and Brush-zoom executive sales drill-downs.
Feature names stay the same; here is what they mean in everyday language.
| Term | In plain words |
|---|---|
| Asymmetric Trade Match | checks bills and delivery proof against your books before stock moves |
| Evening Slip security gate | a signed delivery note, delivery challan or gate pass is required before stock changes |
| Universal API Sync / ledger-agnostic | works with Tally Prime, Zoho Books, Xero and QuickBooks Online |
| Predictive Procurement (ADU, DIR, auto-ROP) | reorder alerts from your real daily sales |
| Pricing Anomaly Agent (IQR) | flags when a supplier charges more than usual |
| Zero-Duplicate Replay Protection | the same invoice never counts twice |
| Chronological Credit Allocation (FIFO) | advances settle the oldest invoice first |
| Atomic Multi-Warehouse Routing | audited stock transfers between warehouses |
| Morning bill (OCR) | the supplier invoice, read automatically |
| Pending trade | an entry waiting for approval |
Designed for trust
Every document gets a human check. Every stock movement gets an accountable confirmation.
Technical answers for operators
Only after an authorized Admin confirms a pending trade (or runs Admin inventory adjust/transfer). Upload, OCR, and ingest never mutate balances alone. From edge evidence to confirmed stock, that gate is the whole point.
Ingest stores dynamic taxLines into tax_breakdown JSONB — VAT, GST classes, or sales-tax names — so multi-region ops share one ledger shape.
Confirmed OUTWARD volume by ordered_at: Average Daily Usage (30d/90d), Days of Inventory Remaining, and reorder points from vendor/product lead time plus optional safety thresholds.