Case study · Elecmech Switchgears & Instrumentation, switchgear maker in Ahmedabad
Enquiries, purchase and bills out of Google Sheets into TranZact
How an Ahmedabad switchgear maker moved enquiry tracking, purchase and supplier bills from Google Forms and Sheets into TranZact.
Before
Elecmech gets many enquiries a day, each tagged by sector so the team can see where business comes from. Enquiries were tracked in a large Google Sheet. Purchases often start with RFQs to several suppliers.
Supplier bills were logged through a Google Form into a sheet: order number, invoice details, GST, payment terms. Payment status was shown by colour, and a separate sheet tracked what was due each month. The accounts team kept the books in Tally.
This sheet is filled by my purchase people, and Tally is filled by my accounts people.Kavisha ShethElecmech Switchgears & Instrumentation (translated from Hindi)
What changed
Enquiries and quotations in TranZact, in place of the enquiry sheet.
Purchase from the plan
Indents, purchase orders, inward and GRN, with quality inspections.
Supplier bills in TranZact, synced to Tally for the accounts team.
BOMs and production entries in TranZact.
What they use TranZact for today
As of October 2026, Elecmech uses TranZact to:
Log sales enquiries and send quotations
Raise indents, create purchase orders and receive material through GRNs
Record quality inspections
Record purchase invoices, synced to Tally
Maintain BOMs and log production entries
Questions owners ask
Can we track enquiries in TranZact instead of a sheet?
Yes. Elecmech logs its sales enquiries and quotations in TranZact.
Do our accounts people still use Tally?
Yes. Elecmech's accounts team works in Tally. Purchase invoices recorded in TranZact sync to Tally.
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