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PRODUCT

SugamFlow features

Capabilities confirmed in the signed-in workspace — not a generic SaaS checklist.

Platform capabilities

Access

Role-based desks

Permission templates decide what a cashier, doctor, receptionist or accountant can open. Routes are guarded, not just hidden.

Identity

Secure sign-in

JWT after shop-scoped login. Password reset and optional TOTP. Public pages never load patient or shop ledgers.

Tenancy

Shop switcher, one organisation

Owners can hold more than one shop under a tenant. MULTI_OUTLET is a plan module; data stays shop-scoped unless a desk is tenant-wide (patients, some clinic records).

Billing

Split payments and dues

Cash, UPI, card and other splits on the same bill. Outstanding filters and a payment workspace collect what is still due.

GST

Shop GST profile + reports

GSTIN and inclusive/exclusive pricing on the shop. GSTR summary and GST recon screens exist. Full e-invoice push only when gst-service is enabled.

Reports

Owner dashboard and report centre

KPI boards for retail, wholesale dayboard, healthcare executive view, and a catalogue of operational reports after sign-in.

People

Staff invite + party master

Staff are invited into auth. Customers, patients or buyers live in the party list — labels change with business type.

Ops

Alerts and offline queue

Business alerts (stock, expiry, overdue credit) and an offline sync queue for orders and inventory when the counter drops the network.

Vertical desks

RT

Retail & counter

Sell smarter. Track every item.

PH

Pharmacy / medical store

From the batch to the bill, keep the counter moving.

WS

Wholesale & distribution

Sale, challan, invoice and credit in one depot.

CL

Clinics & polyclinics

Less paperwork. More time for patients.

LB

Pathology / laboratory

From booking to report, one connected worklist.

SC

Schools

Same platform identity. Campus desks are not the shop POS.

Wholesale is a capability pack on the same workspace — there is no separate public /wholesale URL.

Sales ordersDelivery challanRate contractsBuyer creditCollectionsBeat & deliveryAR ageingGST / e-invoice hook
Sales

B2B sales orders

Create, confirm and invoice wholesale SOs. Bill desk holds estimates. Digital entry and partner digital orders exist.

Dispatch

Challan then invoice

Delivery challans from an SO, then invoice. Delivery-run and proof-of-delivery screens sit next to beat plans.

Pricing

Contracts and credit

Party rate contracts and buyer credit limits/days on the customer. Credit-control and collection desk watch overdue parties.

Field

Beat, salesmen, ERP order

Beat/day plan, depot salesman targets, bulk party/stock import, and ERP-to-ERP ordering for linked partners.

Finance

Ledger and ageing

Party ledger, AR/AP ageing, sales analysis (including HSN). Finance-lite pack adds cash book, GL and final accounts.

GST

Invoice + optional e-invoice

Tax invoices carry GSTIN and transport fields. e-Invoice generation calls gst-service only when that integration is on.

How it flows

  1. Buyer / rate
  2. Sales order
  3. Challan
  4. Dispatch
  5. Tax invoice
  6. Collection
  7. Ageing / reports

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