Renewal History

Renewal key history

Review all previous renewal keys and validity updates.

#	Renewed On	Key(s)	Activation Date	Validity	Expiry Date
No renewal history available.

Order Details

Rate-list order

Total Quantity 0

Total Value ₹ 0.00

Review full order details before processing this order.

#	Item	Qty	Rate	Total
No order line items available.

Accounting Shortcuts

Keyboard help for Invoice & Purchase

Use these shortcuts for faster voucher entry. Keyboard mode can be turned on/off anytime.

Keyboard mode: ON

Shortcut	Action
?	Open this shortcut help
Esc	Close current dialog/overlay
Enter	Move to next field and create next row (when Keyboard mode is ON)
Backspace	Clear full lookup/search field (when Keyboard mode is ON)
Ctrl + K	Open module jump search from header

Customers 0

Items 0

Quotations 0

Sales Workflow

Accounting

Master Data

Operations

Business & Settings

Workspace

Favourites

Help & Support

Help Center Contact Support WhatsApp Support

Dashboard

Welcome back, Administrator! Here's an overview of your workspace.

Replacement

0 No jobs with service center

Orders

0 New Orders

Antivirus Renewal

0 Renewals coming in 30 days

Quotation

0 Follow up due with 3 days

Quick Access

Sales Workflow

5

Accounting

4

Master Data

4

Operations

3

Business & Settings

5

Business & Settings

Business Settings Home

Settings home

Choose setting page

Business Profile

Your Business Details

Used in print, PDF, image, and WhatsApp sharing

Business name Contact person Phone Email GST (Optional) Business State / UT Default Quotation Template Company logo Payment QR Code (Optional) Address UPI Details (Optional) Bank Details (Optional) Signup Terms & Conditions

Company Logo

No logo uploaded yet

Payment QR

No QR code uploaded yet

Partner Sync

Connect with other businesses on this platform

Send invites and connect with partners to streamline your workflow.

1. Incoming Invites 0

Received partner requests are shown here.

Last updated: just now

Business ID	Business Name	Contact Name	Phone	Email	Map Ledger	Requested At	Action

2. My Business ID Active

Share this Business ID with another business to connect.

Your Business ID -

Select ledger to map before sending invite Partner Business ID

3. Connected Partners 0

All active B2B connections with partner ledger mapping and sync actions.

Business ID	Business Name	Contact Name	Phone	Email	Map Ledger / Action

Connect a partner and open Partner Sync to start B2B sync.

Business & Settings

Interakt Templates

Owner only

Interakt Templates

WhatsApp Integration Settings

Owner only

Configure event-wise WhatsApp actions here. API key management is available in Business Details.

Event-Wise WhatsApp Actions

Set template and mode for each event

Replacement Saved

Triggered when replacement is saved from Add New Replacement form.

Mode Enable AUTO WA Enable Manual WA Message Disable WA

Country Code Template Name Language Variable Map

Replacement Received Back

Triggered when replacement status becomes Returned from supplier.

Mode Enable AUTO WA Enable Manual WA Message Disable WA

Country Code Template Name Language Variable Map

Replacement Completed

Triggered when replacement status becomes Completed.

Mode Enable AUTO WA Enable Manual WA Message Disable WA

Country Code Template Name Language Variable Map

Supplier Dispatch Saved

Triggered when supplier dispatch details are saved from View All Replacement.

Mode Enable AUTO WA Enable Manual WA Message Disable WA

Country Code Template Name Language

Sent to: Supplier (fixed)

Variable Map

Customer Dispatch Saved

Triggered when customer dispatch details are saved from View All Replacement.

Mode Enable AUTO WA Enable Manual WA Message Disable WA

Country Code Template Name Language Variable Map

Quotation Saved

Triggered when a quotation is saved.

Mode Enable AUTO WA Enable Manual WA Message Disable WA

Country Code Template Name Language Variable Map

To-Do Saved

Triggered when a To-Do task is saved.

Mode Enable AUTO WA Enable Manual WA Message Disable WA

Country Code Template Name Language Variable Map

Advanced / Troubleshooting

Use this optional test tool when you need to verify template name, language, and variables quickly.

Test Country Code Test Mobile Number Test Template Name Template Language Template Variables (for {{1}}, {{2}}, ...)

Owner Panel

User Access Management

Owner only

Create or edit internal users with unique username, phone, and email.

User ID Username Display Name Phone (Optional, Unique) Email (Optional, Unique) Role Password Confirm Password

User	User ID	Role	Status	Last Login

Owner Insights

User Activity Overview

Owner only

Total Users 0

Active Users 0

Quotations 0

Sales Invoices 0

Replacements 0

Payment Due ₹0

User	Ledgers	Items	Quotations	Sales Invoices	Purchases	Serials	Replacement	To-Dos	Renewals	Last Activity

Time	Action	Actor	Target	Outcome	Context

Quotation Home

Welcome back, Administrator. Here's what's happening with your quotations.

Today's Quotations 0 No activity yet

This Month 0 No activity yet

Draft Quotations 0 Pending completion

Converted 0 0% conversion rate

Quick Actions

Recent Quotations

Quotation #	Customer	Amount	Status	Updated

Showing 0 quotations

Create Quotation

Fill in the details below to create a new quotation.

Auto-save ready New quotation

Quotation & Customer Details

Quotation No. * Quotation template * Quotation Date * Valid Up to * Follow-up date (Optional) GST rate mode * Ledger From Master (Optional) Business or Customer Name *

Item Builder

Entered rates already include GST. Separate GST totals are hidden in the final calculation.

Add saved bundle Bundle quantity

Select a bundle to add all its items in one click.

Line Items

Add saved items or type custom item names

Rows

Saved Item	Item Name	Warranty	Qty	Rate	GST %	Line Total

Commercial Details

Discount Extra Charges Narration Extra Charges Follow-up note (Optional) Terms & Conditions Notes

Quotation Summary

Items0

Total Qty0

Grand total is based on GST-inclusive rates, and the summary shows total value.

Taxable Value 0.00

Total Tax 0.00

Discount 0.00

Shipping Charges 0.00

Grand Total 0.00

Amount Received 0.00

Balance Due 0.00

Payment & Status

Payment Due Date (Optional) Amount Received

Payment status: Pending

Quick Actions

Tip

You can add items, bundles, or custom items in the Item Builder section.

Ledger Master Home

Manage all ledger accounts, groups and maintain accurate financial records.

Total Ledgers 0 No activity yet

Total Groups 0 No activity yet

Active Ledgers 0 No activity yet

Total Balance Rs. 0 No activity yet

Recent Ledgers

Ledger Code	Ledger Name	Group	Balance (₹)	Status	Last Updated	Action

Showing 0 ledgers

Group Summary

0 Total

Top Balances

Quick Actions

Address Print

Print courier To / From addresses

Ledger + Manual Entry

Pick a saved ledger to auto-fill address, or type/paste manually. Preview updates instantly before print.

1

To (Destination Address)

Select Ledger (Optional)

To Address (Optional)

0 / 500

2

From (Sender Address)

Select Ledger (Optional)

From Address (Optional)

0 / 500

Show Business Logo in From Address

No. of Copies

Ready to print address label.

Ledger Master

Create one common ledger for customer/supplier/other

New ledger

Ledger Name Ledger Alias (Optional) Ledger Type B2B Connection ID (View only) Managed from Partner Sync only. Contact person Phone Email GST (Optional) State / UT Pin Code (Optional) City (Optional) Address

Name	Type	B2B Partner	City	Pin Code	State	Contact	Phone	Email

Supplier Ledgers

Add and reuse suppliers and service centers

New supplier

Name	Contact	Phone	Email

Item Master Home

Manage all items, families, pricing and inventory in one place.

Total Items 0 No activity yet

Total Families 0 No activity yet

Special Pricing Items 0 No activity yet

Recently Added 0 No activity yet

Recent Items

Item Name	Category	Brand	Price (₹)	Status	Action

Showing 0 items

Quick Actions

Inventory Insights

Categories0

Brands0

Serial Tracked0

Priced Items0

Top Categories

0 Total

Item Master

Item Family Master

New item family

Item Family	Parent Group	Items

Item Master

Maintain your regular products and services

New item

Item name SKU (Optional) HSN/SAC (Optional) Alias (Optional) Brand Name (Optional) Category Item Family (Optional)

Unit Default rate (GST Inclusive) Default tax % Maintain with serial no. Warranty (Optional) Description

	Item	HSN/SAC	Category	Item Family	Unit	Rate	Tax %	Serial No.	Warranty

Special Product Pricing

Create product families and option add-on rates

New family

Base Item -

No. of Options 0

No. of Add-on Rules 0

Active Share Links 0

Family Setup

Define configurable options

Base Item (from Item Master) *

Product Family Name (Auto from Base Item) Processor Family

RAM Family

Storage Family

Others Families

Default Processor (Optional) Default RAM (Optional) Default Storage (Optional) Default Others (Optional)

Product Family

Rate Matrix

Preview total rate and export matrix

Live Configurator Preview

Readonly aggregate preview

Auto-calculated

Product Family Processor RAM Storage Others (Multi-select)

Aggregate Rate (GST Inclusive)

Select a product family and options to see aggregate rate. Others supports multi-select.

Component	Selection	Rate (GST Inclusive)

Share Link

Create customer-wise or generic family configurator link

Link Type Configurator Scope Customer Product Family Expiry Date (Optional) Link Label (Optional) Custom Short URL Slug (Optional) Generated Link

Customer-wise link is tied to one selected customer. Generic link can be shared with anyone. Custom slug is optional and must be unique.

Label	Type	Customer	Product Family	Expiry	Status	Opens	Quotation	Order	Updated

Serial No. Management

Manage, track and generate serial numbers efficiently.

Total Serials 0 All time

Available 0 0% of total

Sold / Assigned 0 0% of total

Incoming 0 This month

Warranty Active 0 0% of total

Quick Actions

Low Stock Alert

Product	Available Serials	Threshold	Status

Serial No. Management

Purchase and sale serial vouchers

Reference-wise serial history

Showing serial vouchers.

Ref No.	Type	Date	Party	Item	Batch / Invoice	Serials

Page 1 of 1

Serial No. Management

Manage item serial lifecycle from purchase to sale

Purchase Inward + Sale Outward + Live Tracking

Purchase Inward

Add single or multiple serial numbers received from supplier

Item from master * Supplier * Batch Number (Optional) Purchase Invoice (Optional) Purchase Date Warranty Until (Optional) Location (Optional) Initial Status Serial Numbers (Bulk) * Notes (Optional)

Tip: Copy serial column from Excel and paste directly into the bulk box.

Purchase Preview

Review serials before final save

No preview

New 0

Already Exists 0

Duplicate in Batch 0

Invalid 0

Row	Serial No.	Result	Reason

Product Summary

Product-wise serial stock and status summary

Click any number to open detailed serial records

Showing product-wise serial summary.

Product Name	SKU	Total	Available	Assigned	Defective	Replaced	Returned	Attention

Serial No. Management

Detailed serial records and lifecycle actions

Search + Filter + Bulk Actions

Showing all serial records.

Total 0

Available 0

Assigned 0

Attention 0

	Serial No.	Item	Purchase	Sale	Status	Warranty Until

Serial No. Management

Incoming serial transfers from connected partners

Partner Serial Sync Inbox

Incoming Serial Sync

Review and process incoming serial transfers from partners

Queue: incoming serial transfers from partner.

Partner ID	Business / Contact	Mobile	Product Groups	Incoming Serials	Action

Product (Partner)	SKU	Incoming Serials	Latest Received	Action

Set item mapping once for this product. It applies to all selected serials below.

Current mapping: Auto map (Serial / SKU). You can change it anytime.

Receiver Batch No. (Optional) Receiver Invoice No. (Optional) Warranty Upto (Optional) Pick date from calendar. Leave blank to keep incoming warranty as-is.

All	Serial No.	Sender Ref	Match	Received At

Purchase Invoices & Stock Summary

Purchase Invoices & Stock Summary Home

Manage purchase invoices, monitor stock movement, and track supplier-wise performance from one place.

Total Invoices 0 No activity yet

Total Stock Items 0 No stock yet

GRN This Month 0 No inward yet

Total Stock Value ₹ 0 Current value

Low Stock Items 0 Reorder watchlist

Quick Actions

Top Suppliers (By Purchase Value)

Supplier Name	Total Invoices	Total Items	Purchase Value

Showing 0 suppliers

Recent Activities

Stock Summary

Total Received 0

Total Issued 0

Net Stock In 0

Low / Negative Items 0

Stock Control

Stock Control Workspace

Create Purchase

Purchase Inward

Purchase invoice style stock entry

New purchase

Purchase

Purchase no. Date Supplier ledger

Purchase Items

Itemized inward entry

Keyboard mode Rows

Name of Item	Item Description	Quantity	Rate (Incl. GST)	Basic Rate	GST %	Amount

Location (Optional) Supplier bill / challan (Optional)

Income / Expense Entries

Select an Other ledger from master or type custom name, then set Add/Less amount.

Round Off (Editable) Purchase Total Notes (Optional)

Subtotal 0.00

Total Tax 0.00

Additional Income (+) 0.00

Additional Expense (-) 0.00

Net Additional Charges 0.00

Round Off 0.00

Purchase Total 0.00

Purchase Invoice Register

View saved purchase invoices

Supplier Bill

Purchase No.	Date	Supplier	Supplier Bill	Items	Total	Location

RFQ Details - Select an RFQ from the list

Active

RFQ ID: - | Created On: - | Expiry On: -

Total Suppliers Invited 0

View all suppliers

Responses Received 0

0% response rate

Pending Responses 0

View pending suppliers

Lowest Total Quote -

-

Create RFQ Draft

RFQ title Link type Custom short link path (Optional) Use format group/name. In supplier-specific mode, supplier links auto-generate from this path. GST % for comparison Compare prices as Required delivery date Expiry date/time Remarks (Optional)

Select suppliers (no login needed; each supplier gets a unique secure link).

Item	Qty	Unit

Suppliers Invited (0)

#	Supplier Name	Status	Response On	Total Quote	GST / Delivery	Warranty	Notes

Comparison Sheet (Price Wise)

No RFQ selected yet.

* Green color indicates lowest price

All RFQs

Select any RFQ from this register to open its comparison view.

Status

#	RFQ	Status	Suppliers	Responses	Best Total

Stock Control

Stock Summary

Track inward, outward and closing stock by category and item.

Categories Stock Summary

Search

From Date (Optional) To Date (Optional) Stock group (Category) (Optional) Balance status (Optional) Item (Optional)

Total Inward Qty 0

Total Outward Qty 0

Closing Qty 0

Negative Closings 0

All Categories

Showing 0 row(s)

Showing all stock categories.

#	Particulars	Inward Qty	Inward Value	Outward Qty	Outward Value	Closing Qty	Closing Value	Actions

To-Do Home

Track follow-ups, due tasks, and internal execution in one place.

To-Do Actions

To-Do List

Manage follow-ups and internal tasks

New task

Task status

Total Tasks 0

Open 0

In Progress 0

Done 0

Due / Overdue 0

Staff Attendance Home

Track daily attendance, staff links, and correction requests from one place.

Attendance Actions

Staff Attendance

Manage daily attendance records

New attendance

Staff Self Attendance Links

Create one link per staff member. Staff can self mark check-in, check-out, half day, and break from phone.

Staff Name for Link Staff Link

Status

Total Entries 0

Present 0

Half Day 0

Break 0

Leave 0

Absent 0

Date	Staff Name	Status	Check In	Check Out	Break	Working Time	Source	Notes	Updated	Actions

Attendance Corrections

Staff Correction Requests

Admin Approval

Staff can edit punch time directly for 15 minutes. After that, requests appear here for approve/reject with full audit details.

Requested At	Staff Name	Date	Status	Requested Times	Current Times	Reason	Reviewed By	Actions

Replacement Home

Manage all replacement jobs and related settings from here.

Sync OFF

Replacement Actions

Replacement Handling

Replacement workflow dashboard

New repair job

1. Select Customer

2. Product Name

3. Serial No. (Optional) 4. Supplier Name (Optional) 5. Defective Product Sale Date (Optional) 6. Defective Product Receive Date 7. Fault Description (Optional) 8. Additional Notes (Optional) 9. Replaced Serial No. from Supplier (Optional) 10. Replaced Serial No. to Customer (Optional) 11. Replaced from stock (Optional) Yes 12. Status

Incoming Partner Jobs

Review and process incoming and return jobs first

Queue: new incoming repair jobs from partner.

All	Partner ID	Business / Contact	Sender Mobile	Sender Job ID	Serial No.	Item (Partner)	Item (Your Mapping)	Match	Received At

1. Selection & Bulk Updates

Select jobs, then update status or supplier in one step.

Selected 0

Status Update

Supplier Update

2. Supplier Dispatch

Choose courier/by hand details and save. Selected jobs are marked as dispatched to supplier.

3. Customer Dispatch

Use this once item is ready for delivery to customer.

4. Utilities

Print dispatch sheets or clear current selection.

Total Cases 0

Open Jobs 0

Closed 0

Select	Job ID	Customer Name	Product Name	Serial No.	Supplier Name	Status	Docket / Courier
All

Item Bundle Home

Create reusable item combinations and quickly publish bundle links.

Total Bundles 0 No activity yet

Bundle Categories 0 No activity yet

Total Items in Bundles 0 No activity yet

Recently Updated 0 No activity yet

Recent Bundles

Bundle #	Bundle Name	Category	Items	Updated	Action

Showing 0 bundles

Category Overview

0 Total

Top Bundles

Quick Actions

Item Bundles

Create reusable package combinations

New bundle

Bundle name Bundle category (Optional) Description (Optional)

Bundle Items

Select saved items and quantity

Saved Item	Qty in Bundle	Rate

Bundle	Category	Items	Description

Order Links

Order Links Home

3 link types + orders

Link Actions

Price List & Orders Home

Manage your price lists, share links, track analytics, and process customer orders.

Active Price Lists 0 No activity yet

Total Links Created 0 No activity yet

Total Link Visits 0 No activity yet

Total Orders 0 No activity yet

Price List & Orders Actions

At a Glance

Most Visited Link

No links yet 0 visits

Top Performing Link

No links yet 0% conversion

Most Recent Order

No orders yet No recent activity

Total Revenue (This Month)

Rs. 0.00 0% from last month

Quick Tips

Use Create Price List Link to create custom links for specific customers or groups.

Price List

Price List

GST Inclusive Rate

Step 1

Configure Price List

Choose categories, pricing mode, warranty visibility, and messaging before publishing or exporting.

Display Controls

Rate display mode Show Warranty Column

Select Categories

Select one or more categories to build the price list.

Message and Terms

Offer (Optional) Terms & Conditions (Price List)

Data

Output

Step 2

Price List Preview

Preview based on selected categories and GST mode.

#	Item	Category	Warranty	Rate (GST Inclusive)

Catalog Link Type Customer Category Scope Rate Mode Show Warranty Column Category Filter View (Customer Page) Product View Style (Customer Page)

Categories For Link

Select one or more categories.

Enable Link Discount Rules Discount Type Choose one discount type, add rule(s), then change type to add more offers.

Quantity Discount % Tiers (Optional)

Use the two fields and click Add. Example: Minimum qty 10, Discount 2 means 2% off at qty 10+. Quantity Fixed Discount Tiers (Optional)

Use the two fields and click Add. Example: Minimum qty 5, Fixed discount 200 means flat ₹ 200 off at qty 5+. Order Value Discount % Tiers (Optional)

Use the two fields and click Add. Example: Minimum order value 50000, Discount 3 means 3% off at ₹ 50,000+. Order Value Fixed Discount Tiers (Optional)

Use the two fields and click Add. Example: Minimum order value 10000, Fixed discount 300 means flat ₹ 300 off at ₹ 10,000+.

Customer-wise link is tied to one selected customer. Generic link can be shared with anyone. Custom slug is optional and must be unique.

Label	Type	Categories	Rate Mode	Expiry	Status	Hits	Updated	Actions

Link Analytics

Live insights from orders and link visits

Total Links 0 12% vs last 7 days

Total Hits 0 18% vs last 7 days

Total Orders 0 15% vs last 7 days

Order Submit Rate 0.00% -4% vs last 7 days

Unique Ordering Customers 0 5% vs last 7 days

Average Order Value ₹ 0.00 8% vs last 7 days

Link Performance

Link	Hits	Orders	Submit Rate	Unique Customers	Total Qty	Total Value	Top Items

Showing 0 of 0 links

Step 4

Customer Orders

Monitor orders placed from shared links and update the status from this queue.

Module Settings

Price List Defaults

Used for new price list terms

Default Terms & Conditions

Quotations

Saved Quotations

Review, print, edit, or duplicate earlier quotes.

Total Quotations 0 All time

Total Value ₹0 Visible quotations

On Hold Value ₹0 Hold quotations

Approved Value ₹0 Approved quotations

Due Follow-ups 0 Pending follow-ups

Sales Invoices

Sales Invoice Home

Create invoices, track receivables, and monitor billing activity from one dashboard.

Total Invoices 0 No activity yet

Pending Invoices 0 Awaiting collection

Partially Paid 0 Follow-up needed

Paid Invoices 0 Closed payments

Total Billed Value ₹ 0 Invoice value trend

Quick Actions

Top Customers (By Invoice Value)

Customer Name	Total Invoices	Billed Value	Balance Due

Showing 0 customers

Recent Activities

Billing Summary

Invoices Generated 0

Paid Invoices 0

Due Payments 0

Cancelled Invoices 0

New invoice

Tally style invoice entry

Create and manage sales invoices with ease

Sales

Invoice No. Date Source quotation (Optional)

Customer & Invoice Details

Business or Customer Name Phone Invoice status Address

Invoice Items

Keyboard mode Rows

Name of Item	Item Description	Quantity	Rate (Incl. GST)	Basic Rate	GST %	Amount

Invoice / Expense Entries

Select an Other ledger from master or type custom name, then set Add/Less, GST mode (Excl/Without), GST %, and amount.

Round Off (Editable) Amount received Balance due Payment due date (Optional) Notes (Optional)

Invoice Summary

Subtotal 0.00

CGST 0.00

SGST 0.00

IGST 0.00

Additional Income (+) 0.00

Additional Expense (-) 0.00

Net Income / Expense 0.00

Round Off 0.00

Grand Total 0.00

Invoice Total

₹

Status: Pending

Direct Print (after save) After saving show print popup (Yes/No)

Invoice status

Invoice No.	Date	Customer	Source Quotation	Items	Total	Received	Balance	Status

Payment Reminder Home

Stay on top of pending payments and improve cash flow with timely reminders.

Total Reminders 0 No activity yet

Pending Reminders 0 No activity yet

Paid After Reminder 0 No activity yet

Amount Recovered Rs. 0 No activity yet

Recent Payment Reminders

Reminder #	Customer	Invoice #	Amount	Status	Reminder Date	Action

Showing 0 reminders

Reminder Overview

0 Total

Top Overdue Customers

Quick Actions

Payment Reminder

Track dues and send customer payment reminders

New reminder

Ledger from master Reference (Optional) Customer name Contact person Phone Email Total amount Amount received Payment due date (Optional) Next reminder date (Optional) Notes (Optional)

Status: Pending | Balance Due: Rs. 0.00

Payment status

Total Reminders 0

Outstanding Amount Rs. 0.00

Due Reminders 0

Antivirus Renewal Reminders Home

Never miss a renewal. Track, manage and send timely reminders for subscriptions.

Total Renewals 0 No activity yet

Due in 15 Days 0 No activity yet

Renewed This Month 0 No activity yet

Total Renewal Value Rs. 0 No activity yet

Upcoming Renewal Reminders

Renewal #	Customer	Product	Expiry Date	Amount	Status	Days Left	Action

Showing 0 renewals

Renewal Status Overview

0 Total

Expiring Renewals

Next 7 Days0

Next 15 Days0

Next 30 Days0

Quick Actions

Antivirus Renewal Reminders

Track antivirus/license expiry and send timely renewal follow-ups

New renewal

Product Name * License Key * Customer Name * Reference (Optional) Mobile number (Optional) Email (Optional) 1st Activation Date (Optional) Validity *

Year(s) Month(s)

Expiry date * Number of users (Optional) Purchase From (Optional) Remind Before *

Next reminder date (auto) Notes (Optional)

Status: Pending | Days Left: -

Renewal status Reminder stage

Select all visible Selected: 0 Mark Renewed: auto-create next cycle

Today Action Queue

Due/overdue renewals needing immediate follow-up.

Total Renewals 0

Due / Overdue 0

Expired 0

Renewed 0