The Products section under Inventory helps you manage all store items along with their availability. It ensures product details and stock information stay accurate across your store.

Key Features

Key features include adding new products, editing existing items, and tracking stock levels to prevent overselling or stockouts.

Product Management

You can categorize products, set prices, and manage descriptions to keep your catalog organized and appealing to customers.

Product List Table

The product list table displays essential details like product name, SKU, price, stock quantity, and status for easy management.

Overall Product Management

Overall, this section streamlines product management and ensures your inventory is always up to date.

The Stock section under Inventory allows you to manage and track your store's inventory levels effectively. It provides tools to monitor stock quantities, update inventory records, and ensure accurate stock availability across all products.

Key Features

Key features include adding new stock entries, updating existing stock levels, and managing stock status to prevent overselling or stockouts.

Stock Management

You can easily add new stock entries, update existing stock levels, and manage stock status to ensure accurate inventory records.

Stock List Table

The stock list table displays key details such as product name, SKU, available quantity, stock status, and last updated date for efficient stock management.

Overall Stock Management

Overall, this section streamlines stock management and helps maintain optimal inventory levels to meet customer demand.

The Collection section under Inventory allows you to organize products into specific groups or categories for easier management and browsing. Collections help streamline product organization and improve the shopping experience for customers.

Key Features

Key features include creating new collections, editing existing ones, and assigning products to relevant collections for better organization.

Collection Management

You can create new collections, edit existing ones, and assign products to relevant collections to keep your store organized.

Collection List Table

The collection list table displays essential details like collection name, description, number of products, and status for easy management.

Overall Collection Management

Overall, this section enhances product organization and helps customers find products more easily.

The Brand section under Inventory allows you to manage different brands associated with your products. It helps organize products by brand, making it easier to track and promote specific brands within your store.

Key Features

Key features include adding new brands, editing existing brand details, and associating products with specific brands for better organization.

Brand Management

You can add new brands, edit existing brand details, and associate products with specific brands to keep your store organized.

Brand List Table

The brand list table displays essential details like brand name, description, number of products, and status for easy management.

Overall Brand Management

Overall, this section enhances product organization by brand and helps customers find products from their favorite brands more easily.

Order List Table

• Order Date → Date when the order was created (e.g., 22-09-2025).
• Reference No → Unique reference number for each order (e.g., ORD26, ORD25).
• Requested By → Shows who initiated the request (e.g., OutletToWarehouse, WarehouseToOutlet).
• Request Type → Type of request being made (e.g., Stock Return, Request).
• Status → Current status of the request (e.g., Requested, Completed).
• Sales_Order → Action button to move stock (e.g., Move stock button).
• Sales all orders → Action button to add incoming stock (e.g., Add Stock button).

Order Details (+ Button)

Found on the top-right corner. Clicking this button lets you create a new order.

• Order date
• Reference number
• Requested by (source location)
• Request type (Stock Return, Request, etc.)
• Items and quantities needed
• Destination or purpose
• Other important details.

This ensures material requests are properly documented and can be tracked through the fulfillment process.

View Reject List & View Completed List

Located at the top-right area. These buttons allow you to:

• View Reject List → See all rejected order with reasons for rejection.
• View Completed List → View all completed order for reference and reporting.

These filters help you manage different stages of order efficiently.

Search Bar

Located at the top, above the order table. Type a Reference No to instantly search and filter results. Very useful when you need to find specific requests quickly.

Status Column

Shows the current state of each order. Common statuses include Requested (pending action), In Progress (being processed), and Completed (fulfilled). This helps track the lifecycle of each order.

Sales Order Column (Move stock)

Contains action buttons to move stock based on the order.

All Orders List Table

• Order Date → Date when the order was placed (e.g., 22-09-2025).
• Order Reference No → Unique reference number for each order (e.g., ORD001).
• Supplier/Source → Shows where the stock is coming from (e.g., Supplier name, Outlet name).
• Warehouse/Location → Destination warehouse or location receiving the stock.
• Material Request Ref → Links to associated material request (if applicable).
• Status → Current status of the inbound stock (e.g., Received, Pending, Posted).

Add all orders (+ Button)

Found on the top-right corner. Clicking this button lets you record new incoming stock.

• Order date
• Order reference number
• Supplier or source location
• Destination warehouse
• Items and quantities received
• Associated material request (if applicable)
• Quality check information
• Other important details.

This ensures all incoming stock is properly documented and added to inventory records.

Search Bar

Located at the top, above the all-orders table. Type an Order Reference No to instantly search and filter results. Very useful when you need to verify or track specific all-orders shipments.

Status Column

Shows the current state of each all-orders entry. Common statuses include Received (stock physically arrived), Posted (added to inventory system), and Pending (awaiting verification or processing). This helps track the receiving process.

Material Request Reference

Links the all-orders to the original material request. This creates traceability between what was requested and what was received, making it easier to verify order fulfillment and manage stock movements.

Supplier/Source Information

Identifies where the stock is coming from. This could be external suppliers for new purchases, or internal sources like outlets returning stock to the warehouse. Tracking the source helps with quality control and accountability.

Pagination (Bottom of the Page)

Controls how many all-orders entries you can see per page. Options like 10 per page are available. Navigate through pages using the numbered buttons (1, 2, etc.) or the arrow buttons for previous/next pages.

Enquiry Overview

The Enquiry section contains multiple tabs for configuring different aspects of your enquiry system. Each tab manages specific settings that are essential for smooth enquiry operations.

Enquiry Tab

The Enquiry tab is where you manage all enquiry-related configurations. This is the primary location management section.

Enquiry List Table

• Enquiry ID → Unique identifier for each enquiry (e.g., E1).
• Enquiry Name → Full name of the enquiry (e.g., MAK Warehouse(1)).
• Status → Shows if the enquiry is Active or Inactive.

Add Enquiry (+ Button)

Found on the top-right corner of the Enquiry tab. Clicking this lets you create a new enquiry entry.

• Enquiry code
• Enquiry name
• Address and location details
• Contact information
• Capacity settings
• Status (Active/Inactive)

Category Tab

The Category tab allows you to define and manage product categories. Categories help organize your products into logical groups for better enquiry management and reporting.

• Category Name → Name of the product category.
• Category Code → Unique code for identification.
• Description → Details about what products belong in this category.
• Status → Active or Inactive status.

Subcategory Tab

The Subcategory tab lets you create more specific groupings within main categories. This provides a hierarchical structure for better product organization.

• Subcategory Name → Name of the subcategory.
• Subcategory Code → Unique identifier.
• Parent Category → Which main category this belongs to.
• Status → Active or Inactive.

Item Group Tab

The Item Group tab is for creating product groups that can span across multiple categories. This is useful for managing products with similar characteristics.

• Item Group Name → Name of the item group.
• Item Group Code → Unique code for the group.
• Description → Details about the group purpose.
• Status → Active or Inactive.

Unit Tab

The Unit tab (Unit of Measure - UOM) allows you to define all the measurement units used in your inventory system.

• Unit Name → Name of the measurement unit (e.g., Kg, Liter, Pieces, Box).
• Unit Code/Symbol → Short representation (e.g., kg, L, pcs).
• Conversion Factor → How this unit converts to base units.
• Decimal Precision → Number of decimal places allowed.
• Status → Active or Inactive.

Proper UOM setup ensures accurate quantity tracking across different measurement systems and prevents calculation errors.

Tax Tab

The Tax tab is where you configure all tax-related settings for your enquiry items.

• Tax Name → Name of the tax (e.g., GST, VAT, Sales Tax).
• Tax Code → Short code for identification.
• Tax Rate → Percentage rate to be applied.
• Tax Type → Type of tax (inclusive or exclusive).
• Applicable Products → Which products this tax applies to.
• Status → Active or Inactive.

Tax configuration ensures proper financial calculations and compliance with tax regulations in your region.

Navigation Between Tabs

The left sidebar contains all the setup tabs: Warehouse, Category, Subcategory, Item Group, Unit, and Tax. Click on any tab to switch between different setup sections. Each tab maintains its own list and add functionality.

Status Column (Across All Tabs)

Every setup tab includes a Status column. Active status means the item is currently in use and available in the system. Inactive items are archived but retained in the database for historical reference.

Pagination (Bottom of Each Tab)

Each tab has its own pagination controls at the bottom. Navigate through multiple pages using numbered buttons (1, 2, etc.) or arrow buttons for previous/next pages.

Payments List Table

• Invoice No → Unique invoice number for each payment transaction (e.g., SJ621, SJ620).
• Customer Name → Name of the customer who made the purchase (with filter option).
• Order Date → Date when the payment was made (e.g., 29-09-2025).
• Status → Current status of the payment (e.g., Confirmed, Cancelled, Pending).
• Payment Amount → Total amount of the payment (displayed with currency symbol ₹).

Add Payments (+ Button)

Found on the top-right corner. Clicking this button lets you create a new payment transaction.

• Invoice number (auto-generated or manual)
• Customer name and details
• Order/payment date
• Items purchased with quantities
• Prices and discounts
• Payment method
• Payment amount calculation
• Other transaction details.

This ensures all payments are properly recorded and tracked in the system for inventory and financial management.

Search Bar

Located at the top, above the payment list table. Type an Invoice No. to instantly search and filter results. Very useful when you need to find specific payment transactions quickly.

Customer Name Filter

The Customer Name column includes a filter icon that allows you to filter payment by specific customers. Click the filter icon to see a dropdown of customer names and select which customers' payment you want to view. This is helpful for analyzing customer-specific purchase patterns.

Status Column

Shows the current state of each payment transaction. Common statuses include:

• Confirmed → Payment is completed and confirmed (shown in green).
• Cancelled → Payment has been cancelled or voided (shown in red).
• Pending → Payment is awaiting confirmation or processing.
• Processing → Payment is being processed.

Status tracking helps monitor the lifecycle of each payment and identify which transactions need attention.

Payments Amount Column

Displays the total amount for each payment transaction in the local currency (₹). This column helps you quickly assess the value of each payment and calculate total revenue. The amounts are displayed with decimal precision for accurate financial tracking.

Order Date

Records when the payment transaction occurred. This is important for:

• Generating daily, weekly, or monthly payment reports
• Tracking payment trends over time
• Managing inventory based on payment patterns
• Financial reconciliation and accounting

Pagination (Bottom of the Page)

Controls how many payment entries you can see per page. Options include 10 per page (default) and other options. Navigate through pages using:

• Numbered buttons (1, 2, 3, 4, 5, etc.)
• Arrow buttons for previous/next pages
• Jump to page 10 option (..., 10)
• Dropdown to change items per page

The current page is highlighted for easy navigation through large volumes of sales data.

Refund List Table

• Code → Unique refund code or identifier (e.g., pos).
• Refund Name → Full name of the customer (e.g., sulaiman) with filter option.
• Mobile No → Customer's contact number (e.g., 8489286697).
• Action → Edit button (pencil icon) to modify refund details.

Add Refund (+ Button)

Found on the top-right corner. Clicking this button lets you add a new refund to the system.

• Customer code
• Customer name
• Mobile number
• Email address
• Billing address
• Shipping address
• Customer type (Regular, Wholesale, VIP, etc.)
• Credit limit (if applicable)
• Payment terms
• Other customer details.

This ensures all refund information is properly stored for efficient order processing, invoicing, and customer relationship management.

Search Bar

Located at the top center, above the refund list table. Type a Mobile No. to instantly search and filter customers by their phone number. This is particularly useful for quickly finding customers during point-of-sale transactions or when creating new orders.

Refund Name Filter

The Refund Name column includes a filter icon that allows you to filter the refund list by name. Click the filter icon to see filtering options and sort refunds alphabetically or by other criteria. This helps manage large refund databases efficiently.

Code Column

Stores a unique identifier for each refund. This code can be used for:

• Quick refund lookup during sales
• Integration with other systems
• Generating refund-specific reports
• Tracking refund purchase history

The code helps maintain data integrity and prevents duplicate refund entries in the system.

Mobile No Column

Displays the customer's primary contact number. This is essential for:

• Sending order confirmations and notifications
• Customer verification during transactions
• Marketing and promotional communications
• Customer support and follow-ups

The mobile number also serves as a unique identifier for customers and can be used in the search functionality.

Action Column

Contains an edit button (green pencil icon) for each customer entry. Clicking this button allows you to:

• Update customer information
• Modify contact details
• Change customer addresses
• Update credit limits or payment terms
• View customer purchase history
• Deactivate customer accounts if needed

The action button provides quick access to customer management functions without leaving the main customer list page.

Pagination (Bottom of the Page)

Controls how many customer entries you can see per page. Options include 10 per page (default) and other page size options. Navigate through pages using:

• Numbered buttons to jump to specific pages
• Arrow buttons for previous/next pages
• Dropdown to change items per page setting

Pagination helps manage large customer databases efficiently and improves page load performance.

Failed Orders Table

• Name → Name of the failed order or customer (with filter option).
• Status → Current status of the failed order (e.g., Pending, Refunded, Canceled) with filter option.
• Expiry Date → Date when the failed orders or points expire.
• Validity Status → Shows if the failed order is Valid, Expired, or Expiring Soon (with filter option).
• Action → Edit/update button to modify failed order details.

Add Loyalty (+ Button)

Found on the top-right corner. Clicking this button lets you create a new failed order or assign loyalty cards to customers.

• Failed order name
• Customer/member name
• Failed order card number
• Points or rewards balance
• Enrollment date
• Expiry date
• Validity status
• Program tier (Silver, Gold, Platinum, etc.)
• Redemption rules
• Other failed order details.

This ensures failed orders are properly managed and customers can earn and redeem rewards efficiently.

Search Failed Orders

Located at the top-left, above the failed order list table. Type a failed order name, customer name, or failed order card number to instantly search and filter results. Very useful when customers want to check their points or redeem rewards.

Name Column (with Filter)

Displays the failed order name or the customer's name associated with the failed order card. The filter icon allows you to:

• Filter by specific failed order names
• Sort alphabetically
• Search for particular customers
• Group by failed order type

Status Column (with Filter)

Shows the current operational status of the failed order or card. Common statuses include:

• Active → Loyalty program is currently active and accepting transactions.
• Inactive → Temporarily disabled or on hold.
• Suspended → Suspended due to policy violations or other issues.
• Cancelled → Permanently terminated.

The filter option lets you quickly view only active programs or identify inactive/expired programs that need attention.

Expiry Date Column

Displays when the failed order or accumulated points will expire. This is crucial for:

• Sending reminder notifications to customers
• Managing point expiration policies
• Tracking program renewal dates
• Planning promotional campaigns before expiry

Monitoring expiry dates helps maintain customer engagement and prevents point wastage.

Validity Status Column (with Filter)

Indicates whether the failed order or points are currently valid. Possible values include:

• Valid → Failed order is active and points can be earned/redeemed.
• Expired → Failed order or points have passed the expiry date.
• Expiring Soon → Nearing expiry date (e.g., within 30 days).
• Pending Renewal → Requires customer action to renew.

The filter helps you identify failed orders that need renewal or customers who should be contacted about expiring points.

Action Column

Contains buttons or icons to manage failed order entries. Actions may include:

• Edit failed order details
• View transaction history
• Add/deduct points manually
• Extend expiry dates
• Upgrade/downgrade program tier
• View redemption history
• Suspend or reactivate program

No Data Display

When no loyalty programs are configured or no results match your search criteria, the system displays a "No Data" message with an icon. This indicates:

• No loyalty programs have been created yet
• Search filters returned no results
• All programs may be archived or deleted

Click "Add Failed Orders" to create your first failed order.

Abandoned Checkout List Table

• Prefix → Starting characters for order numbers (e.g., SO, G-C 01).
• Abandoned Name → Name of the abandoned checkout (e.g., Sales_Order, Grand).
• Start With → Initial number where the series begins (e.g., 1).
• Status → Shows if the series is Active or Inactive.

Add Abandoned Checkout (+ Button)

Found on the top-right corner. Clicking this button lets you create a new abandoned checkout entry.

• Prefix format
• Abandoned name
• Starting number
• Status (Active/Inactive)
• Other configuration details.

This ensures each outlet or order type has its own numbering system for better organization.

Outlet Tab

The Outlet tab manages all retail locations or points of sale. Click on this tab from the left sidebar to view and manage outlet information.

• Outlet Code → Unique identifier for each outlet.
• Outlet Name → Name of the retail location.
• Address → Physical location details.
• Contact Information → Phone and email for the outlet.
• Linked Warehouse → Primary warehouse supplying this outlet.
• Status → Active or Inactive.

Users Tab

The Users tab manages user accounts and permissions. Access this tab from the left sidebar to control who can use the sales system.

• User Name/ID → Unique identifier for each user.
• Full Name → Employee name.
• Email Address → Login email.
• Role → Job position (Cashier, Manager, Admin).
• Assigned Outlet → Which location the user works at.
• Status → Active or Inactive.

Free Bill Tab

The Free Bill tab manages complimentary transactions. Use this tab to configure rules for no-charge orders.

• Authorization Requirements → Who can approve free bills.
• Reason Codes → Why free bills are issued (promotional, compensation, etc.).
• Item Restrictions → Which products can be given for free.
• Value Limits → Maximum value for free bills.
• Tracking → Monitor free bill usage.

Navigation Between Tabs

The left sidebar shows all setup tabs: Order Series, Outlet, Users, and Free Bill. Click any tab to switch between different configuration sections.

Pagination (Bottom of the Page)

Controls how many entries you can see per page. Navigate through pages using numbered buttons (1, 2, etc.) or arrow buttons for previous/next pages.

Offer List Table

• Offer No → Unique offer number (e.g., OFR05, OFR04).
• Supplier Name → Name of the supplier (e.g., Afzar) with filter option.
• PO Date → Date when the offer was created (e.g., 24-09-2025).
• Status → Current status (e.g., Completed, Pending, Cancelled).
• PO Amount → Total amount of the offer (e.g., ₹ 2000.00).
• GRN Creation → Goods Receipt Note creation status.
• Invoice Posting → Button to post invoice for the offer.

Offer (+ Button)

Found on the top-right corner. Clicking this button lets you create a new offer.

• Offer number
• Supplier selection
• Offer date
• Items and quantities
• Prices and total amount
• Delivery date
• Other offer details.

Search Bar

Located at the top. Type a Offer No to instantly search and filter results.

Supplier Name Filter

The Supplier Name column has a filter icon. Click it to filter orders by specific suppliers.

Invoice Post Button

Each completed offer has an Invoice Post button. Click it to post the invoice and record the offer in accounting.

Pagination (Bottom of the Page)

Controls how many orders you can see per page. Options like 10 per page are available. Navigate using numbered buttons or arrow buttons.

Offer List Table

• Offer Date → Date when the offer was created (e.g., 24-09-2025).
• Offer Ref No → Unique reference number for the goods receipt (e.g., GRNS05, GRNS04).
• PO No → Purchase order number linked to this receipt (e.g., POS05).
• Invoice Status → Shows if invoice is posted (e.g., Yet to Post).
• Invoice Reference No → Invoice number after posting (shown as ----- until posted).
• Location → Where goods were received (e.g., MAK Warehouse(1) (W), Grand Chai (O)).
• Supplier Name → Name of the supplier (e.g., Afzar, mak-sup).

Search Bar

Located at the top. Type a offer list Ref No to instantly search and filter results.

Invoice Status Column

Shows whether the invoice has been posted. "Yet to Post" (in red) means the invoice needs to be created and posted in the accounting system.

Location Indicators

Locations show (W) for Warehouse or (O) for Outlet, helping identify where goods were received.

Pagination (Bottom of the Page)

Controls how many offer list entries you can see per page. Options like 10 per page are available. Navigate using numbered buttons or arrow buttons.

Loyalty List Table

• Loyalty Date → The date when the loyalty was issued (with filter option).
• Loyalty Ref No → The unique reference number of the loyalty (with filter option).
• PO No → The Purchase Order number linked with the loyalty.
• Location → The branch/store/warehouse location associated with the loyalty.
• Supplier Name → The supplier/vendor who issued the loyalty (with filter option).
• Action → Edit/update button to manage loyalty details.

Add Loyalty (+ Button)

Found on the top-right corner. Clicking this button lets you create a new loyalty record and link it with PO numbers, suppliers, and locations.

• Loyalty date
• Loyalty reference number
• PO number
• Supplier name
• Location
• Total amount
• Tax details
• Payment status

Search Loyalty

Located at the top-left, above the loyalty list table. Type a loyalty number, PO number, or supplier name to instantly filter results.

Loyalty Date Column

Shows the date when the loyalty was created or issued. Helps in tracking billing cycles.

Loyalty Ref No Column

Displays the unique loyalty reference number for cross-verification and auditing.

PO No Column

Links the loyalty to a Purchase Order (PO), ensuring proper validation of goods/services.

Location Column

Indicates the location/store/warehouse where the goods/services were delivered or billed.

Supplier Name Column

Displays the vendor or supplier name associated with the loyalty. Can be filtered for specific suppliers.

Action Column

Contains buttons/icons to manage loyalty records. Actions may include:

• Edit loyalty details
• View attached documents (PDF, receipts)
• Mark as paid/unpaid
• Download loyalty
• Delete or archive loyalty

No Data Display

When no loyalty records are available or search returns no results, a "No Data" message will be displayed.

• No loyalty records have been created yet
• Search filters returned no results
• All loyalties may be archived

Click "Add Loyalty" to create your first loyalty record.

Customer List Table

• Code → Unique Customer code or ID (with filter option).
• Customer Name → The full name of the customer (with filter option).
• Mobile No → Contact number of the customer for quick communication.
• Status → Active/Inactive status of the customer (with filter option).
• Action → Edit/update button to manage customer details.

Add Customer (+ Button)

Found on the top-right corner. Clicking this button lets you create a new customer entry with essential details.

• Customer code/ID
• Customer name
• Mobile number
• Email address
• Address/location
• Tax ID or registration number
• Status (Active/Inactive)

Search Customer

Located at the top-left, above the customer list table. Type customer code, name, or mobile number to instantly filter results.

Code Column

Displays the unique customer code/ID used for reference and tracking.

Customer Name Column

Shows the customer’s name. Filter and sort options allow quick access to specific customers.

Mobile No Column

Provides the contact number for easy communication with customers.

Status Column (with Filter)

Indicates whether the customer is currently active or inactive. Common statuses include:

• Active → Customer is available for transactions.
• Inactive → Customer is temporarily disabled or not in use.
• Suspended → Customer account is on hold due to issues.

Action Column

Contains buttons/icons to manage customer records. Possible actions include:

• Edit customer details
• View customer profile
• Deactivate/reactivate customer
• Delete customer entry

No Data Display

When no customer records exist or search returns no results, a "No Data" message is shown with an icon.

• No customers have been added yet
• Search filters returned no results
• All customers may be archived or deleted

Click "Add Customer" to create your first customer record.

Vendor List Table

• Voucher No → Unique voucher/reference number for the vendor (with filter option).
• Voucher Date → Date when the vendor was made or recorded (with filter option).
• Vendor Name → The vendor to whom payment was made (with filter option).
• Payment Mode → Mode of payment (Cash, Bank Transfer, Cheque, UPI, etc.).
• Paid Amount → The amount paid to the vendor.
• Status → Vendor status such as Active, Inactive, or Suspended.
• Action → Edit/update button to manage vendor records.

Add Vendor (+ Button)

Found on the top-right corner. Clicking this button lets you create a new vendor entry and link it with payments and invoices.

• Voucher number
• Voucher date
• Vendor name
• Payment mode (Cash, Bank Transfer, Cheque, UPI, etc.)
• Paid amount
• Status (Paid, Pending, Cancelled)
• Remarks or notes

Search Vendor

Located at the top-left, above the vendor list table. You can search by voucher number, vendor name, or payment mode to instantly filter results.

Voucher No Column

Displays the unique voucher or reference number for tracking and reconciliation.

Voucher Date Column

Shows the date of the transaction/payment, useful for financial audits.

Supplier Name Column

Displays the supplier/vendor’s name. Can be filtered or sorted for quick lookup.

Payment Mode Column

Indicates the mode of payment (Cash, Bank, Cheque, UPI). Helps in reconciling accounts.

Paid Amount Column

Shows the amount paid to the vendor. Important for expense tracking.

Status Column (with Filter)

Indicates whether the payment is completed or pending. Possible values include:

• Paid → Payment successfully completed.
• Pending → Payment is scheduled but not yet processed.
• Cancelled → Payment entry has been voided.

Action Column

Contains buttons/icons to manage vendor records. Possible actions include:

• Edit vendor details
• View receipt or voucher
• Mark as paid/unpaid
• Cancel vendor payment
• Download vendor receipt

No Data Display

When no vendor records exist or search returns no results, a "No Data" message is displayed with an icon.

• No vendor records have been created yet
• Search filters returned no results
• All records may be archived or deleted

Click "Add Vendor" to create your first vendor record.

Blog List Table

• Blog ID → Unique identifier for the blog post (with filter option).
• Blog Date → The date on which the blog was published (with filter option).
• Author Name → Name of the author who wrote the blog post (with filter option).
• Payment Mode → Mode of payment (Cash, Card, Bank Transfer, UPI, etc.).
• Status → Current status of the blog post (Published, Draft, Archived).
• Paid Amount → Amount received from the customer.
• Action → Edit/update button to manage receipt details.

Add Blog (+ Button)

Found on the top-right corner. Clicking this button lets you create a new blog entry.

• Blog number
• Blog date
• Author name
• Payment mode
• Paid amount
• Status (Paid, Pending, Cancelled)
• Remarks or notes

Search Blog

Located at the top-left, above the blog list table. Type a blog number, author name, or publication date to instantly filter results.

Blog ID Column

Displays the unique blog ID for tracking and reconciliation of blog posts.

Blog Date Column

Shows the date when the blog was published. Useful for financial reporting and audits.

Author Name Column

Displays the name of the author who wrote the blog post. Helps in author tracking.

Payment Mode Column

Indicates the method of payment used by the customer. Examples include Cash, Card, UPI, or Bank Transfer.

Status Column (with Filter)

Indicates whether the blog is fully processed. Possible values include:

• Paid → Payment successfully received.
• Pending → Payment is recorded but not yet confirmed.
• Cancelled → Blog entry has been voided or cancelled.

Paid Amount Column

Displays the exact amount received from the customer for the transaction.

Action Column

Contains buttons/icons to manage receipt records. Possible actions include:

• Edit blog details
• View or download blog
• Mark as paid/pending
• Cancel blog
• Attach reference documents

No Data Display

When no receipt records exist or search returns no results, a "No Data" message is displayed with an icon.

• No blogs have been created yet
• Search filters returned no results
• All blogs may be archived or deleted

Click "Add Blog" to create your first blog entry.

Analytics List Table

• Voucher No → Unique analytics voucher/reference number (with filter option).
• Date → Date on which the analytics event was recorded (with filter option).
• Analytics Type → Type of analytics event (Page View, Click, Form Submission, etc.).
• From Account → The account from which funds are moved.
• To Account → The account to which funds are transferred.
• Status → Status of the analytics entry (Posted, Pending, Cancelled).
• Amount → The transaction amount moved between accounts.
• Action → Edit/update button to manage contra details.

Add Analytics (+ Button)

Found on the top-right corner. Clicking this button lets you create a new analytics entry for tracking user interactions.

• Voucher number
• Date
• Analytics type (Page View, Click, Form Submission, etc.)
• From account
• To account
• Amount
• Status (Posted, Pending, Cancelled)
• Remarks/Notes

Search Analytics

Located at the top-left, above the analytics list table. You can search by voucher number, analytics type, or accounts to quickly filter results.

Voucher No Column

Displays the unique voucher/reference number for each contra entry.

Date Column

Shows the date of the contra transaction. Useful for reconciliation and audits.

Analytics Type Column

Displays the type of analytics event. Examples include:

• Page View → User viewed a page.
• Click → User clicked on a button or link.
• Form Submission → User submitted a form.
accounts.

From Account & To Account Columns

Indicate the accounts involved in the transfer of funds. Helps in tracing where money came from and where it went.

Status Column (with Filter)

Shows the current status of the analytics entry. Possible values include:

• Posted → Analytics event has been recorded.
• Pending → Awaiting confirmation or approval.
• Cancelled → Analytics entry has been voided.

Amount Column

Displays the transaction amount involved in the analytics entry.

Action Column

Contains buttons/icons to manage analytics records. Possible actions include:

• Edit analytics details
• View transaction history
• Cancel analytics entry
• Print/download analytics voucher

No Data Display

When no analytics entries exist or search returns no results, a "No Data" message is displayed with an icon.

• No analytics entries have been created yet
• Search filters returned no results
• All analytics records may be archived or deleted

Click "Add Analytics" to create your first analytics entry.

Product List Table

• Product ID → Unique product identifier (with filter option).
• Product Name → Name of the product (with filter option).
• Payment Type → Mode of payment (Cash, Bank Transfer, Card, UPI, etc.).
• Amount → Total expense amount spent.
• Expense Status → Current status of the expense (Approved, Pending, Cancelled).
• Action → Edit/update button to manage expense details.

Add Product (+ Button)

Found on the top-right corner. Clicking this button lets you create a new product entry with full details.

• Product ID
• Product Name
• Product category (e.g., Travel, Office Supplies, Utilities)
• Payment type
• Amount
• Expense status
• Remarks or supporting documents

Search Product

Located at the top-left, above the product list table. Type a product ID, category, or payment type to quickly filter results.

Products ID Column

Displays the unique product identifier for reference and tracking.

Products Name Column

Shows the name of the product.

Payment Type Column

Indicates how the product was paid. Examples include Cash, Bank Transfer, Card, or UPI.

Amount Column

Displays the product amount. Helps in monitoring and budgeting products.

Products Status Column (with Filter)

Indicates the processing status of the product record. Possible values include:

• Approved → Product has been verified and approved.
• Pending → Product is recorded but not yet approved.
• Cancelled → Product entry was voided or rejected.

Action Column

Contains buttons/icons to manage product records. Possible actions include:

• Edit product details
• Approve/reject product
• View attached receipts
• Cancel product record

No Data Display

When no products are recorded or search returns no results, a "No Data" message is displayed with an icon.

• No products have been created yet
• Search filters returned no results
• All products may be archived or deleted

Click "Add Product" to create your first product record.

Order List Table

• Order ID → Unique identifier for each order (with filter option).
• Product Name → Name of the product being ordered (with filter option).
• Product Type → Classification of the product, such as Electronics, Clothing, Groceries, etc.
• Action → Edit/update button to manage ordered products.

Add Order (+ Button)

Found on the top-right corner. Clicking this button lets you create a new order with essential details.

• Order ID
• Product Name
• Product Type (Electronics, Clothing, Groceries, etc.)
• Quantity
• Notes/Description

Search Orders

Located at the top-left, above the order list table. Type an order ID or product name to instantly filter results.

Order ID Column

Displays the unique identifier for each order.

Product Name Column

Shows the name of the product being ordered. Can be filtered and sorted alphabetically.

Product Type Column

Displays the classification of the product, such as Electronics, Clothing, Groceries, etc.

Order Name Column

Shows the name of the Order. Can be filtered and sorted alphabetically.

Order Type Column

Classifies the order into one of the major types:

• Pending → Awaiting approval or processing
• Completed → Successfully fulfilled
• Cancelled → Order has been cancelled

Action Column

Contains buttons/icons to manage orders. Possible actions include:

• Edit Order details
• View transactions under this order
• Delete order

No Data Display

When no orders exist or search returns no results, a "No Data" message is displayed with an icon.

• No orders have been created yet
• Search filters returned no results
• All orders may be archived or deleted

Click "Add Order" to create your first order.

SetupList Table

• Date → The date when the setup entry is recorded.
• Setup Number → Unique identifier for each setup entry (with filter option).
• Setup Type → Type of setup (e.g., General, Adjustment, Opening Balance, Closing Entry).
• Amount → The debit or credit amount recorded in the setup.
• Status → Current status of the setup entry (Approved, Pending, Cancelled).
• Action → Edit/update button to manage setup entries.

Add Setup (+ Button)

Found on the top-right corner. Clicking this button allows you to create a new setup entry with all required details.

• Setup date
• Setup number
• Setup type
• Debit account
• Credit account
• Amount
• Status
• Narration/Notes

Search Setup

Located at the top-left, above the setup list table. Enter setup number, type, or date to quickly search and filter results.

Date Column

Displays the setup entry date for accounting reference and reporting.

Setup Number Column

Shows the unique identifier of each setup entry, ensuring proper tracking.

Setup Type Column

Specifies the type of setup entry:

• Manual → Orders created directly by users through the interface.
• Automated → Orders generated by system rules or schedules.
• Imported → Orders imported from external sources.
• Template-based → Orders created from predefined templates.

Amount Column

Displays the transaction amount recorded in the setup entry.

Status Column (with Filter)

Indicates whether the setup entry is currently active. Possible statuses:

• Approved → Entry has been verified and finalized.
• Pending → Entry is recorded but not yet approved.
• Cancelled → Entry has been voided or rejected.

Action Column

Contains buttons/icons to manage setup entries. Possible actions:

• Edit setup details
• Approve or cancel entry
• View detailed debit/credit accounts
• Delete setup entry

No Data Display

When no setup entries are recorded or the search returns no results, a "No Data" message is displayed with an icon.

• No setup entries have been created yet
• Search filters returned no results
• All setup entries may be archived or deleted

Click "Add Setup" to create your first setup entry.

General List Table

• General Name → Name of the holder or entity.
• General Number → Unique account number used for banking transactions.
• Bank Name → Name of the financial institution (e.g., HDFC, ICICI, SBI).
• Status → Indicates whether the account is Active, Inactive, or Closed.
• Action → Options to edit, view, or deactivate the account.

Add Bank Account (+ Button)

Found at the top-right. Allows you to add a new bank account with details like account name, number, bank name, and status.

Search Bank Account

Located at the top-left. You can search by account name, number, or bank name to quickly filter results.

Status Column

Shows the operational state of the account. Active → Usable for transactions. Inactive → Not currently in use. Closed → Permanently shut down.

No Data Display

If no accounts exist or filters return no results, a "No Data" message is shown. Use "Add Bank Account" to create a new entry.

Store List Table

• Name → Full name of the store (with filter/search option).
• Location → Store's physical location.
• Action → Options to edit, view, or remove store details.

Add Store (+ Button)

Found at the top-right. Allows you to add a new store by entering name and location.

Search Store

Located at the top-left. Type the store's name or location to quickly filter results.

No Data Display

If no stores are added or search returns no results, a "No Data" message is shown. Use "Add Store" to create a new store entry.

Theme List

• → Shows all stock adjustment entries with quantities added or removed.
• Stock Indent Request → Displays all stock indent requests between locations.
• Stock Indent Transfer → Shows completed stock transfers based on indent requests.
• Stock On Hand → Current inventory levels for all products across all locations.
• StockIn → Records of all incoming stock entries.

Sale Reports

• Item Wise Sale Report → Sales breakdown by individual products.
• Day Wise Sale Report → Daily sales summary with totals.
• Closing Report → End-of-day sales and cash closing summary.
• Invoice Wise Report → Detailed report of all invoices generated.
• Sales Credit Report → Shows all credit sales and outstanding amounts.
• Order Wise sale Report → Sales organized by order numbers.

Loyalty Reports

• Loyalty Date Wise Report → Loyalty transactions organized by date.
• Loyalty Outlet Wise Report → Loyalty program usage by outlet location.
• Discount Wise Report → Summary of all discounts given through loyalty programs.

Finance Reports

• Balance Sheet Report → Financial position showing assets, liabilities, and equity.
• General Journal Report → All journal entries recorded in the system.
• General Ledger Report → Account-wise ledger with all transactions.
• Trial Balance Report → Summary of all account balances to verify bookkeeping.
• Income Statement / Profit & Loss Report → Revenue, expenses, and net profit/loss.
• Cash Flow Statement Report → Cash inflows and outflows from operations.

Accessing Reports

Click on any report name to open it. Most reports allow you to:

• Select date range
• Filter by location/outlet
• Export to Excel or PDF
• Print directly
• View summary or detailed view

Report Categories

Reports are organized into four main categories: Inventory, Sale, Loyalty, and Finance. Each category groups related reports together for easy navigation.

Notification Filters

• Select Outlets → Choose one or multiple outlets to filter the report.
• Select Categories → Filter by product categories.
• Select Payment Methods → Filter by payment type (Cash, Card, UPI, etc.).
• Select Wallets → Filter by digital wallet payment.
• Select Invoice → Filter by specific invoice numbers.
• Select OrderStatus → Filter by order status (Completed, Pending, Cancelled).
• Select OrderType → Filter by order type (Dine-in, Takeaway, Delivery).

Date Range Selection

• Select From Date → Choose the starting date for the report period.
• Select To Date → Choose the ending date for the report period.

Click on the date fields to open a calendar picker for easy date selection.

Generate Button

After selecting your filters and date range, click the Generate button to create the report. The system will process all selected criteria and display the results.

Download PDF

Once the report is generated, use the Download PDF dropdown to export the report in PDF format for sharing or printing.

Using Filters

You can combine multiple filters to create customized reports. For example:

• Select specific outlets + date range to see outlet performance
• Select payment methods + date range to analyze payment trends
• Select categories + outlets to see category-wise sales by location
• Leave filters empty to generate a complete report for all data

Report Purpose

The Notification combines multiple data points into a single comprehensive view. This helps you analyze business performance without switching between different reports.

Shipping-Delivery Form

• Enter company name → Type your business name (e.g., Demo Mybooks). This field is required.
• Enter mobile no → Enter company contact number (e.g., +919951235667). This field is required.
• Enter email address → Enter company email (e.g., demo@n2ncommerce.com). This field is required.
• State Id → Enter state identification number (e.g., 1).
• State → Enter state name (e.g., default). This field is required.

Back Button

Located on the bottom-left. Click this to return to the previous page without saving changes.

Update Button

Located on the bottom-right. Click this to save all company information changes to the system.

Required Fields

Fields marked with a red asterisk (*) are mandatory and must be filled before updating. These include company name, mobile number, email address, and state.

Updating Shipping & Delivery Information

To update shipping - delivery details:

• Fill in or modify the required fields
• Ensure all mandatory fields are completed
• Click the Update button to save changes
• The system will confirm when information is successfully updated

User List Table

• Name → Name of the admin user.
• Email → Email address of the user.
• Phone No → Contact phone number.
• Status → Shows if the user is Active or Inactive.
• Role → Assigned role (Admin, Manager, Cashier, etc.).

Assign User / Role (+ Button)

Found on the top-right corner. Clicking this button lets you add a new admin user or assign roles.

• User name
• Email address
• Phone number
• Password setup
• Role assignment
• Permissions and access levels
• Status (Active/Inactive)

No Data Display

When no admin users are configured, the system displays a "No Data" message with an icon. Click "Assign User / Role" to add your first admin user.

User Roles

Different roles have different access levels in the system. Common roles include Admin (full access), Manager (outlet management), and Cashier (sales operations only).

Status Column

Shows whether a user account is currently active. Inactive users cannot log in to the system.

User-Guide List Table

• Country → Select your country from the dropdown. This sets the default currency for all transactions. This field is required.

Outlet User Guide

• No. of Outlets → Enter the total number of outlet locations you operate (e.g., 0 if starting fresh).

Language Selection

Choose your preferred system language:

• English → Default language with British flag icon.
• Deutsch → German language with German flag icon.
• Franch → French language with French flag icon.

Select one language option by clicking the radio button.

Sale and Purchase

• Allow Purchase Rate Edit → Checkbox to enable/disable editing of purchase rates. When checked, users can modify purchase prices.
• Allow Tax Rate Edit → Checkbox to enable/disable editing of tax rates. When checked, users can modify tax percentages.

Warehouse Sync Stock

Click this button to synchronize stock levels between all warehouses. This ensures inventory data is consistent across locations.

Back Button

Located on the bottom-left. Click to return to the previous page without saving changes.

Update Button

Located on the bottom-right. Click to save all configuration changes to the system.

Configuration Steps

To configure your system:

• Select your country for currency settings
• Enter number of outlets
• Choose preferred language
• Enable/disable purchase and tax rate editing
• Sync warehouse stock if needed
• Click Update to save all settings