Approval Memo & Reconciliation

Effortless Jewellery Approvals. Accurate Reconciliation.
In the jewellery business, tracking items sent on approval can be complex and risky without the right tools. Optigo’s Approval Memo & Reconciliation module simplifies and secures this process with complete digital control, real-time tracking, and detailed reporting. Say goodbye to manual records, missing items, and reconciliation errors.

Jewelry Team

Easy & Accurate Stock Reconciliation by Scanning

  • Scan & Match in Seconds: Just scan your items and the system will auto-match them with approval memos and master inventory.
  • Eliminate Human Errors: Avoid mismatches, duplicate entries, and missing stock with automated reconciliation.
  • Real-Time Stock Status: Instantly know what’s returned, what’s pending, and what’s lost or damaged — no paperwork required.
  • Batch-Wise & Location-Wise Scanning: Reconcile stock by party, branch, sales executive, or showcase with location-specific accuracy.
  • Stock reconciliation has never been this easy — just scan and let Optigo handle the rest!

Key Features of Approval Memo & Reconciliation

🧾

Create & Manage Approval Memos with Ease

  • Multi-format memo creation (Print / WhatsApp / Email / PDF)
  • Barcode-integrated item selection
  • Category, karat, and stone-wise product tagging
📦

Track Every Movement & Return

  • Live tracking of outward/inward approval stock
  • Branch/party-wise approval stock view
  • Alerts for overdue approvals
♻️

Auto Reconciliation & Variance Report

  • Item-wise and memo-wise reconciliation
  • Loss & damage record tracking
  • Auto-adjustments in stock & inventory
📑

GST-Compliant Approval Documentation

  • HSN/SAC-wise tax mapping
  • Tax invoice conversion from memo
  • Seamless GST data sync with accounts
🚗

Sales Team Approvals & Travelling Stock

  • iCatalog & Mobile App integration
  • Real-time stock status across salespersons
  • Geo-tagged approvals & return tracking
🔐

Secure, Role-Based Controls

  • Role-wise access control
  • Action logs & approval history
  • OTP-based confirmation (optional)
📊

Comprehensive Approval Dashboard

  • Memo ageing report
  • Customer feedback capture
  • Product-wise approval performance

Seamlessly Integrated With Other Modules

  • Approval Memo & Reconciliation works in sync with:
  • • Inventory Management
  • • Sales & module
  • • Accounts & Payments
  • • CRM & iCatalog
  • Create a smooth workflow from product selection to module and return, with no data duplication or manual entry.
module Process

Why Jewellery Businesses Trust Optigo for Approvals

  • 100% traceability of approved jewellery
  • Centralized approval stock view across branches
  • Faster reconciliation, lower losses
  • Zero manual paperwork
  • Increased customer satisfaction

Get Started Today

  • Take full control of your jewellery approval process.
  • Contact us today for a demo and see how Optigo can help you eliminate approval chaos.
  • 📲 +91 90998 87762
  • 🌐 www.optigoapps.com

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