Built-in Flows
Workflows that work for you
Deckfin comes with opinionated, tested workflows designed to minimize friction and maximize accuracy.
Two-step shipments with auto invoicing.
Mark shipments ready without restrictions, generate proforma invoices from shipped quantities, approve, and auto-create invoices when marking shipped. Supports over/under shipping with safeguards against exceeding picked quantities.
Step 1
Ready to Ship
Adjust line quantities (<= picked), capture carrier, tracking, and ship date.
Step 2
Mark Shipped
Requires approved proforma; generates invoice with GST/cess from tenant config.
Price list aware billing
Live price overrides per product; totals recalc on selection.
- Instantly updates totals as quantities and price lists change
- Handles GST/VAT and custom tax slabs without manual math
- Keeps proforma and invoice pricing aligned per channel
- Approvals prevent shipping before billing is ready