In the Customer Tab, you can view all existing customers along with their stored information. If you need to update any customer's details, simply click on Edit next to their record. To add a new customer, click on Add, enter the required information in the form, and then click Save to store the new customer in the system.

Customer categories allow you to classify your customers into different groups such as Cash, Credit, Retail, or Wholesale. Organizing customers by category helps you manage billing, apply discounts, and filter reports more efficiently. You can create, edit, or delete categories based on the needs of your business.

Void Reasons are used to define specific and predefined explanations for canceling or voiding a sales transaction. These reasons help record why an order was reversed—such as customer cancellation, wrong item selection, duplicate entries, pricing mistakes, or system-related issues. Clearly maintained void reasons improve transparency, support accurate sales reporting, prevent misuse, and provide better control and accountability over staff activity.

How to Add a New Void Reason?

To create a new void reason, click "Add New Reason" and a popup will appear. Enter the Reason Name (required) and optionally add a detailed Description to specify when this reason should be used. After filling the fields, click "Add Reason" to save it. The new reason will now appear in the list and can be used during voided sales transactions.

Quotations are used to provide customers with a detailed estimate of products and prices without immediately affecting sales records or reports. At the initial stage, a quotation is created and shared with the customer, allowing them to review the details before making a final decision.

Each quotation can be managed through its status in the quotations section. Once a quotation is approved, it can be easily converted into a sale by navigating to the Sales module and selecting the “Load Quotation” option. This process automatically transfers all customer and product details into the sales transaction, ensuring accuracy and saving time.

Additionally, the system updates the quotation status accordingly. For example, when a quotation is converted into a sale, its status changes to reflect completion. If a quotation is not accepted, it can also be marked as rejected or cancelled. Multiple status options help businesses effectively track and manage quotations.

Overall, the quotation system improves workflow efficiency, maintains data accuracy, and supports better business decision-making.

How to Create a New Quotation?

To create a new quotation, go to the Sales tab and open the Quotation section. All previous quotations will be displayed. Click on the "Create New Quotation" button, then select or search for a customer.

Next, search and add items, and make any necessary adjustments to prices, discounts, or other fields according to your requirements. Once all details are entered and reviewed, click on "Save Quotation".

Quotation Status Change

To change the quotation status, go to the Sales tab and open the Quotation section. All quotations will be listed. In the Action column, click on the flag icon to update the status as needed.

Print Quotation

To print a quotation, go to the Sales tab and open the Quotation section. All quotations will be listed. Click on the Print button next to the desired quotation to generate a print-ready version.

A delivery challan is an official document used to confirm and record the delivery of goods to a customer. It serves as proof that the ordered items have been dispatched or handed over, even if the invoice has already been generated. Delivery challans help businesses maintain accurate records of which items were delivered, to whom, at what time, and by which invoice reference. This ensures proper tracking, prevents disputes, and improves communication between the sales, accounts, and delivery teams. It is especially useful in businesses where items are sent out for delivery, partial deliveries occur, or customers request physical proof of dispatch.

How to Use the Delivery Challan Feature?

To generate a delivery challan, start by selecting the date range in the filters so the system can display all invoices created within that period. You may further narrow the results by choosing a specific customer or entering an invoice number. After applying filters, the system will list all eligible invoices available for challan creation. Simply select the invoices you want to generate challans for and review customer details, delivery address, and item information. Once satisfied, click on the "Print Selected" button to generate and print the delivery challan. This document can then be given to the rider, the dispatch team, or the customer as proof of delivery.

The Discount Management section allows you to create and organize different discount codes for your store. It helps you manage promotional offers by defining the discount name, code, type, rate, and an optional cap. You can also group discounts into categories for better organization. This feature ensures consistent pricing, easier promotion handling, and a smooth billing process.

How to Add a New Discount?

To create a new discount, click "Add New Discount" and fill in the discount name, select the type (Percentage or Fixed), enter the rate, and optionally add a maximum cap. Choose a category if available, keep the status active, and click Add Discount to save. The new discount will appear in the list and can be applied during sales.

How to Manage Discount Categories?

To manage categories, click "Manage Categories" in the Discount Management section. You can add a new category by entering the category name, display order, and selecting its status. After saving, the category will be available to assign to your discounts for better organization.

The Order Takers module helps you manage the employees responsible for taking customer orders. This screen displays a list of all order takers along with their essential details, including name, employee ID, phone number, email, commission rate, and current status. You can edit or delete any record directly from the table using the action buttons. This feature ensures that your sales process stays organized and that each order taker's commission is tracked properly.

How to Add a New Order Taker?

To add a new order taker, click the "Add Order Taker" button on the top right. A popup form will appear where you must enter the order taker's name, employee ID, phone number, email, commission rate, and password. After filling in all required fields, click the "Add Order Taker" button to save the new record. The new order taker will immediately appear in the list with their details and status.

The Rider section allows you to manage all delivery riders connected to your store. From here, you can keep track of riders' names, contact information, vehicle details, and their active/inactive status. This helps you organize your delivery system by assigning orders to the right rider and ensuring that all rider information stays up to date.

How to Add a Rider?

To add a new rider, click the "Add Rider" button on the top right. A form will open where you must enter the rider's name, phone number, email, and vehicle number. You can also choose whether the rider should be active or inactive. Once all details are filled, click "Save Rider" to add them to the rider list.

The Delivery Orders section helps you manage and track all orders that require home delivery. It displays important details such as the order number, customer name, contact information, assigned rider, delivery address, order amount, status, and delivery time. This feature allows you to monitor the entire delivery workflow, ensuring that every order is properly assigned and delivered on time.

What is the purpose of the Manage Riders button on the top right?

The Manage Riders button on the top right provides a quick shortcut to the Rider List page. When you click this button, the system will redirect you back to the Rider List, where you can add, edit, or update rider information. This helps you manage delivery staff without leaving the delivery orders section.

How to Add a Delivery Order?

To add a delivery order, first create a regular sales order or invoice inside the POS section. During checkout, select the Delivery option and choose a rider from the rider list. After saving the order, it will automatically appear in the Delivery Orders section with all relevant details such as customer, rider, address, and status. From here, you can track the order until it is delivered.

The Unit of Measurement (UOM) section helps you define how products will be measured inside the system. Different items require different measurement methods—some are measured by weight, some by volume, some by length, and some simply by count. To manage this properly, the system groups similar units together and allows you to create accurate conversions between them.

How to Use the UOM Screen

Why UOM Is Important?

The Purchases section lets you manage all items bought from suppliers. You can view purchase history, filter by supplier or status, and quickly search any record. From the top-right, you can open Manage Suppliers or add a new purchase using Add New Purchase.

How to Add a New Purchase?

Click Add New Purchase to open the form. Select the store, choose a supplier, enter a reference number, and pick the purchase date. Add items using search or browse, then enter quantity, cost price, retail price, and tax. The system calculates totals automatically. Add discount or shipping if needed, then click Save Purchase.

What "Update Selected" Means?

Update Selected lets you change the status of multiple purchases at once. Select the checkboxes next to the records you want to update, choose a new status, and apply it in one click.

The Suppliers section helps you manage all vendors from whom you purchase inventory. It provides a simple list showing each supplier's name, contact information, email, address, status, and creation date, making it easy to keep supplier records organized. From this page, you can quickly add new suppliers, edit existing ones, or search through the list.

How to Add a Supplier?

To add a supplier, you simply click the "Add Supplier" button and enter basic details such as name, phone number, email, and address, then save it. Once added, the supplier becomes available to use while creating purchases, ensuring smooth and accurate purchase entry in the system.

The New Transfer Request section is used to move stock from one store to another. At the top, select the source store and the destination store, and add any important notes for the transfer. The page shows the number of items selected for transfer. In the Add Items to Transfer area you can search items, filter by category, or filter by stock type. Each item displays its name, code, category, and available stock — click Add to Transfer to include it. After choosing all items, review the details and click Submit Transfer Request to complete the transfer. This feature ensures smooth stock movement between branches and keeps inventory levels accurate.

The Transfer Approval feature allows you to review, verify, and manage all stock transfer requests between stores. This screen displays every transfer along with important details such as the transfer number, source store, destination store, items included, status, and date. You can use the filters at the top to narrow results by store or status, making it easier to locate pending or completed transfers. From the actions column, you can open any transfer, check its details, and approve or reject it. This ensures full control over stock movements and prevents unauthorized transfers.

Opening New Transfer Request:

If you want to create a new transfer from this page, simply click on the "New Transfer Request" button shown on the top right. This will redirect you to the same New Transfer Request form where you can select stores, add items, and submit a fresh transfer request. This shortcut helps you quickly create new transfers without going back to the main inventory menu.

The Stock Adjustment History section helps you track and review all adjustments made to your inventory. It allows you to filter adjustments by store and date range, making it easier to locate specific entries. This section displays important information such as adjustment type, items affected, quantities increased or decreased, and the date the adjustment was created. It ensures accurate inventory records by showing every correction made to stock levels.

What is the purpose of the New Adjustment button on the top right?

The New Adjustment button on the top right lets you create a fresh stock adjustment. When you click it, the system redirects you to the New Adjustment form where you can add or reduce stock, select the store, provide notes, and save the adjustment. This shortcut allows you to update your inventory instantly without navigating away from the history page.

How to Create a Stock Adjustment?

To create a stock adjustment, click the New Adjustment button and fill out the required details. Select the store, choose the adjustment type (increase or decrease), add the items, enter quantity, and include any notes if needed. After saving, the adjustment will appear in the Stock Adjustment History section where you can review it anytime.

The New Adjustment screen allows you to manually correct stock quantities in your inventory. You can select the store and apply filters to ensure you are adjusting the correct location. The screen provides fields to enter general remarks, search for specific items, and view their current stock, cost price, and current value. After selecting items, you can enter the actual quantity, and the system will automatically calculate the adjustment value and the new stock value. At the bottom, summary sections show the total items adjusted and the total adjustment value. Once everything is verified, you can process the adjustment to update the inventory.

The Production screen is used for managing manufacturing or assembling items. On this page, you can filter production orders by status and view details such as order number, production date, total cost, and items included in the production batch. The Create Production Order button allows you to start a new manufacturing process by selecting items that need to be produced and entering the required quantities. This section helps you track ongoing and completed production batches for better inventory control.

The Opening Balance screen is used to enter the initial stock quantities when starting the system or adding new items. After selecting the store, you can add remarks and search for items to assign their opening quantity, cost price, and total value. This ensures the system correctly reflects the starting stock of each item. The summary section shows total items and total opening value. Once completed, you can save the opening balance so the inventory begins with accurate starting quantities.

The Expenses workflow is managed in three connected steps. First, create an Expense Category (for example, Utilities) and then create its Subcategory (for example, Bills). Second, create an Expense Account and assign it to the correct category and subcategory. Third, add the actual Expense entry by selecting the expense account, payment method, and amount.

Step 1: Create Expense Category and Subcategory

Open Expense Categories and create a main category such as Utilities. Then add a subcategory such as Bills under that category. This gives your expenses a clear structure.

Step 2: Create Expense Account

Open Expense Accounts and click Add Expense Account. Enter the account name, select the category and subcategory you created in Step 1, and save the account.

Step 3: Add Expense

Click Add New Expense and select the expense account from Step 2. Then choose payment method, enter amount and remarks, and save the expense. You can review records later with date, category, and status filters.

The Bank Accounts section lets you manage all your business bank accounts in one place. You can add new bank accounts, record opening balances, and transfer funds between accounts. This helps maintain accurate financial records inside the system.

How to Add a New Bank Account?

Click the Add Bank button, then fill in details such as bank name, account title, account number, IBAN, branch info, and address. You can also map this bank account to your Chart of Accounts for accounting purposes. After entering the required fields, click Save Bank.

How to Add an Opening Balance?

The Add Opening Balance option allows you to enter the starting balance of a bank account at the time of beginning system usage. Select the bank account, enter the balance amount and date, add remarks if needed, and click Save Opening Balance.

What is Bank Transfer?

The Bank Transfer feature is used to move funds between your bank accounts. Select the source and destination account, enter the transfer amount, date, and optional reference details, then click Process Transfer. This automatically creates proper accounting entries for the transfer.