Features

• Sales Management - Track and manage all sales activities with ease.

• Purchases Management - Track and manage all purchase activities.

• Stock Management- Maintain real-time inventory records and monitor stock levels.

• Order Management- Process and track orders efficiently.

• Staff Management- Manage staff roles, permissions, and activities.

• Customer Management- Store and manage customer details and interactions.

• Supplier Management- Maintain supplier records and purchase histories.

• Expense Tracking- Record and analyze expenses to monitor business performance.

• Accounts Management- Simplifies financial management with automated tools for tracking income, expenses, and generating reports.

• Business Reports- Easily view, and manage business reports with dynamic charts, tables, and graphs.

• Billing System- Generate invoices and manage payments seamlessly.

• Barcode Scanning- Provides a simple & intuitive barcode generator, allowing you to create barcodes effortlessly.

• Multi Language- Manage your business in your language

Register & Login

1. Visit the website at [URL].

2. Click on the Getting Started link to create a new Organization, Main Branch, and Admin user.

3. Fill in the required details:

   • Organization Information: Enter Organization Name and Tag Line.

   • Main Branch Information: Provide Branch Name, Branch Address, Currency, Working Hours per Day, and Working Days per Week.

   • Admin User Information: Enter Name, Username, Password, Confirm Password, Phone Number, and Email.

4. Click the register button, and a verification email will be sent to the provided email address.

5. Log in to your email and click the verification link to verify your account.

6. Go to the login page.

7. Enter your username and password, and click the login button.

8. Choose to log in to either the Branch or Organization, and you will be logged in.

Dashboard

The dashboard provides an overview of system activities and operations.

Types of Logins

1. Organization Login- Access and manage organization-level settings and data.

2. Branch Login- Manage specific branch-level activities and records.

Organization Login

1. Menus: Dashboard, Branch, and User.

2. Organization Dashboard:

   • View sales reports.

   • Branch-wise sales, Branch-wise orders, Branch-wise customers, and Branch-wise suppliers reports displayed using charts.

3. Branch Menu:

   • View branch list.

   • Create a new branch.

   • Edit existing branches.

   • Set a branch to active or inactive.

   • Creating a New Branch:

     1. Click the New Branch button

     2. Fill out the form with the following details:

        1. Branch Name

        2. Phone Number

        3. Alternate Phone Number

        4. Email

        5. Address

        6. GST Number

        7. Registration Number

        8. Employer Identification Number (EIN)

        9. Dun & Bradstreet (B&D) Number

        10. Industry Code

        11. Currency

        12. Working Hours per Day

        13. Working Days per Week

        14. Show Profile

     3. Click the Add button to create the branch.

4. User Menu:

   • Menus: User List, Create New User, Edit, Delete, and Set User Active/Inactive.

   • Creating a New User:

     1. Click the New User button.

     2. Fill out the form with the following details:

        1. Name

        2. Username

        3. Password

        4. Confirm Password

        5. Select Role (Admin, Manager, Supervisor, Worker)

        6. Phone Number

        7. Email

        8. Address

        9. Payment Rate

        10. Select Payment Term (Hour, Day, Week, Month)

        11. Access To (Select which branch the user can access)

     3. Click the Add button to create the user.

Branch Login

1. Menus: Dashboard, Category, Purchase, Sale, Order, Supplier, Customer, Transfer, Stock, and User.

2. Branch Dashboard:

   • User swipe-in/swipe-out button.

   • Displays counts for:

     1. Sales

     2. Purchases

     3. Orders

     4. Suppliers

     5. Customers

     6. Products

   • Pending Transactions (for users)

   • Active Workers

   • Charts displaying:

     1. Sales

     2. Stock Count

     3. Product Sales

     4. Category Sales

     5. Top Selling Products

     6. Orders

     7. Out-of-Stock Products

     8. Product Orders

     9. Category Orders

     10. Top Buying Customers

     11. Top Selling Worker

     12. Top Buying Worker

     13. Pending Bills

3. Branch Menu:

   • View branch list.

   • Create a new branch.

   • Edit existing branches.

   • Set a branch to active or inactive.

   • Creating a New Branch:

     1. Click the New Branch button

     2. Fill out the form with the following details:

        1. Branch Name

        2. Phone Number

        3. Alternate Phone Number

        4. Email

        5. Address

        6. GST Number

        7. Registration Number

        8. Employer Identification Number (EIN)

        9. Dun & Bradstreet (B&D) Number

        10. Industry Code

        11. Currency

        12. Working Hours per Day

        13. Working Days per Week

        14. Show Profile

     3. Click the Add button to create the branch.

4. User Menu:

   • Menus: User List, Create New User, Edit, Delete, and Set User Active/Inactive.

   • Creating a New User:

     1. Click the New User button.

     2. Fill out the form with the following details:

        1. Name

        2. Username

        3. Password

        4. Confirm Password

        5. Select Role (Admin, Manager, Supervisor, Worker)

        6. Phone Number

        7. Email

        8. Address

        9. Payment Rate

        10. Select Payment Term (Hour, Day, Week, Month)

        11. Access To (Select which branch the user can access)

     3. Click the Add button to create the user.

Categories

Categories module help you that, organize same type of products.

1. Go to the Category menu.

2. View the list of categories.

3. Create a New Category

   • Click the New Category button.

   • Fill out the form with:

     1. Name

     2. Description

   • Click the Add button to create the category.

4. Edit or Delete Categories as required.

5. Import Categories using the import option.

6. Export Categories using export or export all options.

7. Download a Template for Import to prepare bulk category data.

Products

1. Go to the Product menu.

2. View the list of products.

3. Create a New Product

   • Click the New Product button.

   • Fill out the form with:

     1. Select Category

     2. Product Code

     3. Name

     4. Unit Cost

     5. Unit Price

     6. Labour Cost per Unit

     7. Tax Percentage

     8. Store (how many products in store)

     9. Counter (how many products in counter)

     10. Description

     11. Variants (same product varied by extra price)

   • Click the Add button to create the Product.

4. Edit or Delete Products as required.

5. Import Products using the import option.

6. Export Products using export or export all options.

7. Download a Template for Import to prepare bulk Product data.

Purchase

Efficient purchase management is essential for any business to streamline operations, control expenses, and maintain smooth supply chain processes. With our website, you gain access to a robust purchase management solution designed to simplify and optimize your procurement process.

1. Go to the Purchase menu.

2. View the list of purchases.

3. Create a New Purchase

   • Click the New Purchase button.

   • Fill out the form with:

     1. Purchase Date

     2. Select Supplier (click the + icon to create a new Supplier)

     3. Select Product (click the + icon to create a new product)

     4. Quantity

     5. Unit Cost

     6. Unit Price

     7. Discount

     8. Amount Paid

     9. Select Location (Store or Counter)

     10. Notes

   • Click the Add button to create the Purchase.

4. Edit or Delete Purchases as required.

Sales

Effortlessly manage your sales and take your business to the next level with our powerful tools designed to simplify the sales process.

1. Go to the Sales menu.

2. View the list of Sales.

3. Create a New Sales

   • Click the New Sales button.

   • Fill out the form with:

     1. Sale Date

     2. Select Type (Retail, Wholesale, Commission)

     3. Select Customer (click the + icon to create a new customer)

     4. Select Product (click the + icon to create a new product)

     5. Loading Charge

     6. Unloading Charge

     7. Transport Charge

     8. Tax Discount

     9. Payment Type (Cash, Card, UPI)

     10. Note

     11. Amount Received

   • Click the Add button to create the Sales.

4. Edit or Delete Sales as required.

Orders

Manage orders effortlessly and deliver a seamless experience for your customers with our all-in-one order management solution.

1. Go to the Orders menu.

2. View the list of Orders.

3. Create a New Order

   • Click the New Order button.

   • Fill out the form with:

     1. Order Date

     2. Select Stage

     3. Select Customer (click the + icon to create a new customer)

     4. Select Product (click the + icon to create a new product)

     5. Loading Charge

     6. Unloading Charge

     7. Transport Charge

     8. Tax Discount

     9. Payment Type (Cash, Card, UPI)

     10. Note

     11. Amount Received

   • Click the Add button to create the Order.

4. Edit or Delete Order as required.

Suppliers

Simplify your supplier relationships and streamline procurement with comprehensive supplier management system.

1. Go to the Supplier menu.

2. View the list of Supplier.

3. Create a New Supplier

   • Click the New Supplier button.

   • Fill out the form with:

     1. Name

     2. Phone number

     3. Email

     4. Address

   • Click the Add button to create the Supplier.

4. Edit or Delete Supplier as required.

5. Import Supplier using the import option.

6. Export Supplier using export or export all options.

7. Download a Template for Import to prepare bulk Supplier data.

Customers

Build stronger customer relationships and manage your customer data with ease using customer management solution.

1. Go to the Customer menu.

2. View the list of Customer.

3. Create a New Customer

   • Click the New Customer button.

   • Fill out the form with:

     1. Name

     2. Phone number

     3. Email

     4. Address

     5. Date of Birth

   • Click the Add button to create the Customer.

4. Edit or Delete Customer as required.

5. Import Customer using the import option.

6. Export Customer using export or export all options.

7. Download a Template for Import to prepare bulk Customer data.

Transfer

The details of products you transferd from Counter/Store to Store/Counter are in this module.

1. Go to the Transfer menu.

2. View the list of Transfer.

3. Create a New Transfer

   • Click the New Transfer button.

   • Fill out the form with:

     1. Select Product (click the + icon to create a new product)

     2. Quantity

     3. Select Source location

   • Click the Add button to create the Transfer.

Stocks

The details of add or remove stocks from the Counter/Store are here.

1. Go to the Stock menu.

2. View the list of Stock.

3. Add a Stock:

   • Click the Add button.

   • Fill out the form with:

     1. Date

     2. Select product

     3. Quantity

     4. Unit cost

     5. Unit price

     6. Select location

   • Click the Add button to Add a Stock.

4. Remove a Stock:

   • Click the Remove button.

   • Fill out the form with:

     1. Date

     2. Select product

     3. Quantity

     4. Select location

   • Click the Add button to Remove a Stock.

5. Edit or Delete Stock as required.

Expenses

Provides an easy-to-use platform that allows you to effectively manage and track your expenses. With intuitive tools and clear visualizations, you can set budgets, categorize spending, and monitor your financial progress in real-time. Whether you're managing personal finances or tracking business expenses, our solution helps you stay organized and in control of your money.

1. Go to the Expenses menu.

2. View the list of Expenses.

3. Create a New Expense

   • Click the New Expense button.

   • Fill out the form with:

     1. Expense Date and Time

     2. Expense amount

     3. Expense Details

     4. Comments

   • Click the Add button to create the Expense.

4. Edit or Delete Expenses as required.

Accounts

Simplifies financial management with automated tools for tracking income, expenses, and generating reports. It ensures accuracy, compliance, and saves time for businesses. Take control of your business finances with our comprehensive accounting management system. From tracking expenses to generating reports, we’ve got you covered.

1. Go to the Accounts menu.

2. View the list of Accounting.

Settings

The Settings option for the organization/branch offers multiple features to enhance user experience. It allows customization, access control, and configuration settings. These options ensure a user-friendly and efficient application.

1. Click on the profile picture in the top right corner. In the dropdown, you will find the Settings option.

2. You can add or change the Logo of your organization/branch, which will be applied to printed bills.

3. Customizable fields:

   • Name

   • Tag Line

   • Phone Number

   • Email

   • Address

   • GST Number and Registration Number

   • EIN and D&B Number

   • Select Currency

   • Working Hours per Day

   • Working Days per Week

4. The Send Notification option is available. If you enable it, you will receive email notifications for all changes in the organization/branch.

5. In Organization Settings, the "Stop the access of all users except Admin" option is available. Enabling this will restrict access to only the admin. All other users will be blocked from accessing the application.

Users

You can view the list of user and their details like email, Ph.NO in current branch

1. List of User in current branch.

2. In branch login permission to access List of User and user views.

User Veiw

Menus in User View

• Attendance

• work Log

• Salary

• Transactions

• Attendance

  • Swipe In/Swipe Out button.

  • Export attendance log as a CSV file.

  • List user attendance (Entry Time, Exit Time, and Duration).

• work Log

  • List of work Logs done by the user.

  • Creating a New Work Log:

  • Creating a New Work Log

    • Click the New Work Log button.

    • Fill out the form with:

      1. Date

      2. Select Product

      3. Labour Cost per Unit

      4. Quantity

      5. Amount

      6. Comments

    • Click the Add button to create the category.

  • Export salary history using export options.

• Salary

  • List of salary history.

  • Export salary history using export options.

  • Calculating Salary

    • Click the Calculating Salary button.

    • List two salary calculation

      1. Salary by Attendance

      2. Salary by Worklog

    • Enter Bonus and Deduction amounts.

    • Click the Approve Salary button to calculate the salary.

• Transactions

  • List transaction history.

  • Display Total Amount to Pay and Total Amount to Receive.

  • To amount pay for user

    • Click the Pay button.

    • Fill out the form with:

      1. Date

      2. Amount

      3. Comments

    • Click the Pay button to process the payment.

  • Amount Receive from user

    • Click the Receive button.

    • Fill out the form with:

      1. Date

      2. Amount

      3. Comments

    • Click the Receive button to process the payment.

  • Export Transactions using export options.

Multi Language

Enables users to access services and tools in their preferred language, enhancing accessibility and user experience.

1. Choose your preferred language or switch anytime from the languages menu

2. Choose from a variety of supported languages, including English, Tamil, Hindi, Malayalam, Telugu, and more, to meet your business needs.