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.
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
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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
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Track Every Movement & Return
- Live tracking of outward/inward approval stock
- Branch/party-wise approval stock view
- Alerts for overdue approvals
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Auto Reconciliation & Variance Report
- Item-wise and memo-wise reconciliation
- Loss & damage record tracking
- Auto-adjustments in stock & inventory
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GST-Compliant Approval Documentation
- HSN/SAC-wise tax mapping
- Tax invoice conversion from memo
- Seamless GST data sync with accounts
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Sales Team Approvals & Travelling Stock
- iCatalog & Mobile App integration
- Real-time stock status across salespersons
- Geo-tagged approvals & return tracking
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Secure, Role-Based Controls
- Role-wise access control
- Action logs & approval history
- OTP-based confirmation (optional)
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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.
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