| # | Date | Item | Movement | Quantity | Reference | Notes |
|---|
Dashboard
Welcome back, Administrator! Here's an overview of your workspace.
Welcome back,Ease My WayHere's an overview of your workspace.
Common work
Quick Actions
My Shortcuts
Live business data
Live
Today at a Glance
Included in your plan
My Modules
Sales Workflow
6Accounting
6Products & Inventory
5Operations & Service
8Owner & Administration
5Business & Integrations
4Explore More Modules
Click a locked module to request a demo or upgrade details.
Quick Add
What would you like to create?
0
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Business & Settings
Business Settings Home
Settings home
Choose setting page
This information will appear on quotations, PDFs, WhatsApp sharing and your public business page.
All fields are optional. Fill only the information you want to display.
Public Business Page
Choose the URL name used for your public and shareable EaseMyWay links.
Interakt Connection
WhatsApp API Key
Save your Interakt API key here. This key stays owner-controlled and is used by enabled WhatsApp events.
CIDMS Connection
PIDKey API Key
Save your CIDMS/PIDKey API key here. The public CIDMS link uses this key on the server; visitors never see it.
Public Link Access
Customer Username & PIN
Create one username and PIN per customer. Each username can have its own expiry date and successful CID counter.
| Username | Counter | Expires On | Status | Action |
|---|---|---|---|---|
No CIDMS access users created yet. | ||||
Successful CIDMS Results
Confirmation ID History
| Date | Username | Installation ID | Confirmation ID |
|---|---|---|---|
Successful Confirmation ID results will appear here. | |||
GST Integration
GSTIN Auto Lookup
Configure your GST API once. Then in Ledger Master, enter GST for auto-fill.
Tally Integration
Connection & Test
Read-only connection for importing data from Tally. No write action is sent to Tally in this mode.
Excel Export Mapping
Exact Amount Ledger Names
These names must exactly match ledgers already created in TallyPrime. Keep GST rates on Stock Item masters and use common tax ledgers without fixed rates.
Gmail Integration
Gmail Email Settings
Save your Gmail sender and app password to send quotation PDF/image attachments, test emails, and backup files.
Demo Data
Load Demo Masters
Adds sample masters, catalog-ready product images, and operational records for staff, attendance, tasks, renewals, replacements, and service jobs. All 11 pictured products are grouped under Demo Image Catalog, so one category selection creates the customer link.
Demo pack includes 10 ledgers, 26 items, 5 bundles, and 11 pictured products grouped under Demo Image Catalog.
Backup & Restore
Automatic Data Safety
Daily backup checks are recommended. A new recovery point is created only when business data changed, every new backup is integrity-checked, and restore creates a safety backup before replacing current data.
Recovery Reconciliation
No restore report available
| Module / Control | Backup | Restored | Result |
|---|
One-time controlled transfer
Online → Offline Migration
Move one integrity-verified snapshot into an activated offline installation. Online and offline data remain separate after transfer; this is not live synchronization.
Device-safe transfer
Move to a New Computer
Transfer this signed-in owner's business data without copying the device-bound licence or automatic licence-refresh credential. The replacement computer must be activated with the same genuine online account before import.
On the old computer
1. Download the verified transfer package. 2. Keep the file safely. 3. Surrender this computer only after confirming that the download was saved.
Tally-style activation
Manage Offline Licence
Activate this computer to use purchased modules offline.
Licence Serial
Not assigned
Registered Account
Not assigned
Genuine online verification required
Enter the registered account password to restore secure automatic licence refresh. The password is verified online and is never stored locally.
Advanced licence options Manual activation, computer reactivation, site selection or air-gapped import
These fields are intended for support-assisted activation and air-gapped computers. Normal licence refresh does not need them.
The licence server never stores business data. Computer surrender is available only in the guided Move to a New Computer workflow.
Activation Key
Module License
Enter an activation key to unlock your modules.
Dealer Connect
Dealer Connect Admin Pages
Manage supplier registration, business offering masters, product masters, approval queues, enquiries, and supplier records from separate sub-pages.
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 | Map Ledger | Requested At | Action |
|---|
2. My Business ID Active
Share this Business ID with another business to connect.
Your Business ID
-
3. Connected Partners 0
All active B2B connections with partner ledger mapping and sync actions.
| Business ID | Business Name | Contact Name | Phone | Map Ledger / Action |
|---|
4. Global Product Mapping 0
Map different users' local product names to one internal Global ID for automatic serial and replacement suggestions.
Pending Mapping
0
| Product | SKU / Brand | Matched Items | Current Global ID | Suggested | Set Global ID | Updated |
|---|
Page 1 of 1
Admin can export Excel, fill Admin Final Global ID, and import it back.
Connect a partner and open Partner Sync to start B2B sync.
Business & Settings
Interakt Templates
Interakt Templates
WhatsApp Integration Settings
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.
Replacement Received Back
Triggered when replacement status becomes Returned from supplier.
Replacement Completed
Triggered when replacement status becomes Completed.
Supplier Dispatch Saved
Triggered when supplier dispatch details are saved from View All Replacement.
Sent to: Supplier (fixed)
Customer Dispatch Saved
Triggered when customer dispatch details are saved from View All Replacement.
Quotation Saved
Triggered when a quotation is saved.
Task Saved
Triggered when a task is saved.
Dealer Connect Buyer Enquiry
Triggered when a buyer submits a new enquiry matching approved suppliers.
Advanced / Troubleshooting
Use this optional test tool when you need to verify template name, language, and variables quickly.
Template Designer
Customize print, PDF, and image quotation style
Reports & Delivery
Service Wallet & Scheduled Reports
Create focused business reports, choose when they should arrive, and pay only after successful delivery.
Available balance
₹0.00
Loading wallet…
Before Sending
Current report preview
Preview the selected profile before saving or sending it.
Choose Preview to see the current report.
Wallet Ledger
Transactions
| Date | Type | Description | Status | Amount |
|---|---|---|---|---|
| No wallet transactions yet. | ||||
Delivery Log
Recent service deliveries
| Date | Channel | Recipient | Status | Charge |
|---|---|---|---|---|
| No service deliveries yet. | ||||
Administrator
Wallet controls
Set delivery prices and add customer balance with an auditable ledger entry.
Wallet balances
| Wallet account | User ID | Reports | Balance |
|---|
Owner Panel
User Access Management
Manage your team, control access, and grow your business securely.
Create / Edit User Internal users, passwords, role and contact details
Clone Backup Into Test User Owner-only recovery test using an integrity-verified JSON backup
This replaces the selected test user’s business-module data. Login credentials and account identity are preserved. Public/share links are excluded to prevent duplicate live URLs.
Users & Plans Manage active users, roles, and assigned packs from one table
| User | User ID | Role | Status | Plan | Last Login |
|---|
Dealer Connect Suppliers Supplier registration settings, OTP controls, and approval workflow
Settings
Manage Dealer Connect settings.
Settings
Manage supplier registration link, default status, OTP controls, GST validation, and testing tools.
No business offering category data loaded yet.
Enrollments0
Category Requests0
Product Requests0
Brand Requests0
Supplier Items0/0
Brand Request Workflow
Approve missing brands requested by suppliers. Approved brands become available in supplier product request dropdowns.
1New Brand RequestSupplier requests a missing brand
2Admin ReviewCheck brand details and category
3Admin ActionApprove, reject, or merge
4Brand ApprovedAdded to global brand list
5Available EverywhereShown in supplier dropdowns
| Supplier | Brand | Details | Status |
|---|
Brand Master
Add brands manually, hide inactive brands, or restore hidden brands for supplier product selections.
Product Enrollment Approval
Approve supplier category enrollments and manually requested categories.
| Supplier | Category | Details | Status |
|---|
| Supplier | Manual Request | Remarks | Status |
|---|
Product Master Requests
Approve new product names requested by suppliers. Approved products become predefined selections.
| Supplier | Product | Category | Remarks | Status |
|---|
Catalog Products0
Visible Masters0
Hidden Masters0
Pending Requests0
Product Master Catalog
Manage predefined products shown in supplier dropdowns.
| Product | Category | Details | Visibility |
|---|
Supplier Product Items
Review supplier-specific approved listings, MOQ, coverage/area, stock, and response settings.
| Supplier | Product | Category | Details | Status |
|---|
Open Enquiries0
Supplier Quotes0
Finalized0
Matched Suppliers0
Buyer Enquiries
View buyer requirements submitted from the public Dealer Connect buyer page.
| Buyer | Requirement | Category | Area | Matches | Status |
|---|
Supplier Quotes
Private supplier responses submitted against buyer enquiry IDs.
| Quote | Enquiry | Supplier | Quote Details | Status |
|---|
| Supplier | GST | Contact | Location | Registered | Status |
|---|
No supplier data loaded yet.
Wallet Top-up Requests
Verify received payments before crediting marketplace wallets.
| Account | Payment | Reference | Status |
|---|
Wallet Balances
Balances come only from posted ledger transactions.
| Account | Type | Balance | Updated |
|---|
Plans & Licensing Manage subscription packs, activation keys, module rollout, and license settings
0Active Packs
0Available Keys
0Activated Keys
0Expiring Soon
Pack Builder
Create a single-module pack or combine any modules for a custom sale.
Choose one module for a standalone product, or select several modules to make a bundle.
Generate Activation Key
Module Rollout
Mark modules as live, coming soon, internal testing, paused, or hidden. Use “Allow existing licensed users” to avoid cutting off already-sold modules.
Activation Key History
Review generated keys, usage, customers, and plan expiry.
| Key | Pack | Batch | Status | Used By | Created | Plan Expiry | Action |
|---|
Loading Partner Program...
Owner Insights
User Activity Overview
Owner only
Total Users
0
All registered users
Active Users
0
Users active in system
Quotations
0
Total quotations created
Sales Invoices
0
Total invoices generated
Replacements
0
Total replacements
Payment Reminders
0
Total reminders
Owner Settings Public Links Quick reference for public pages, generated link formats, and usage counters such as devices, visits, and prints.
User Activity
| User | Core Activity | Operations | Commerce & Links | Last Activity |
|---|
| Time | Action | Actor | Target | Outcome | Context |
|---|
SALES WORKFLOW
Quotation
Create, manage and share professional quotations easily.
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 | Balance | Status | Updated |
|---|
Module Settings
Quotation Defaults
Quotation Number Series
Set your own prefix, starting number, suffix, and date style for new quotations.
Solar Quotation
Create residential or commercial solar rooftop proposals separately from standard quotations.
New solar quotation
Solar proposal desk
Start a proposal, manage saved solar quotations, maintain proposal bundles, and update reusable solar text.
0Solar quotations
0.00Total proposal value
0Proposal bundles
-Latest update
Module Actions
Choose the work area you need.
Saved Solar Quotations
Showing 0 solar quotations
Solar Proposal Templates
Showing 0 proposal bundles
Solar Settings
Predefine reusable text for terms, notes, special notes and warranty. You can still edit every field while creating a quotation.
Proposal Content Library
View every saved value together, then edit or set its default.
Add Saved Value
Edit one value here while the complete library stays visible above.
Create Quotation
Fill in the details below to create a new quotation.
Auto-save ready
New quotation
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
Customer Ledgers
0
No activity yet
Recent Ledgers
| Ledger Code | Ledger Name | Group | Status | Last Updated | Action |
|---|
Ledger Master
Ledger Master
Manage your customers, suppliers and ledger accounts.
0 ledgers
Create
Create New Ledger
Quick actions
Ledger
Ledger Master
More Options
Ledger Master
Search & Filters
Ledger Details
Address Print
Print courier To / From addresses
Pick a saved ledger to auto-fill address, or type/paste manually. Preview updates instantly before print.
To (Destination Address)
From (Sender Address)
Ready to print address label.
Ledger Master
Create Ledger
Create one common ledger for customer, supplier or other business.
New ledger
0
Total Ledgers
0
Customers
0
Suppliers
0
Other Ledgers
| Name | Type | Balance | B2B Partner | City | Pin Code | State / UT | Contact | Actions |
|---|
Supplier Ledgers
Add and reuse suppliers and service centers
| Name | Contact | Phone |
|---|
Item Master Home
Manage your regular products, services, pricing, tax, and inventory details.
Total Items
0
No activity yet
Categories
0
No activity yet
Brands
0
No activity yet
Recently Added
0
No activity yet
Recent Items
| Item Name | Category | Brand | Price (₹) | Status | Action |
|---|
Item Master
Item Master
Manage your products, services, pricing and inventory details.
0 items
Create
Create New Item
Quick actions
Item
Advanced actions
Item Master
More Options
Advanced
Item Master
Search & Filters
Item Details
Products & Inventory
Configuration Families
New configuration family
Manage Items
Family items
Select items that belong to this configuration family.
| Configuration Family | Parent Group | Items |
|---|
Item Master
Add New Item
Maintain your regular products and services.
New item
Item Master
Item Master
Manage all your items, pricing, tax and serial tracking.
0Total Items
0Visible Items
0Priced Items
0Serial Tracked
| Item | Brand Name | HSN/SAC | Category | Unit | Rate | Tax % | Serial No. | Warranty |
|---|
Item Settings
User field order
View All Items
Arrange columns for this user
Saved in your current user profile.Column Sequence
Fields shown on View All Items
Products & Inventory
Product Configurations
Manage configurable product families, option pricing, and share links separately from Item Master.
New family
Family Setup
Define configurable options
| Product Family |
|---|
Rate Matrix
Preview total rate and export matrix
Live Configurator Preview
Readonly aggregate preview
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
| 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
Review purchase inward and sale outward references with linked serial numbers.
Reference-wise serial history
Total Vouchers0
Purchase0
Sale0
Total Serials0
Showing serial vouchers.
| Ref No. | Type | Date | Party | Item | Batch / Invoice | Qty | Actions |
|---|
Page 1 of 1
Serial No. Management
Manage item serial lifecycle from purchase to sale
Purchase Inward + Sale Outward + Live Tracking
Purchase Inward
Receive and register serial numbers from a supplier.
- 1Purchase Inward
- 2In Stock
- 3Sold
- 4Replacement
Sale Outward
Assign serials to a customer from stock or manual entry.
- 1Select Details
- 2Choose Serials
- 3Review & Save
Serial Number Inventory
Track all product serial numbers, assignments, replacements and inventory status from one place.
Search Inventory
/ Focus product search
Product Inventory
Last synchronization: -
Click any count to open detailed serial records
| Actions |
|---|
Warranty Activation & Replacement Sync
Dealer warranty activity
Retail activations and replacement chains shared through connected B2B partners.
| Dealer | Serial / Chain | Product | Retail Sale | Warranty Upto | Warranty Left | Event |
|---|
Serial Management
Manage and track all your serial numbers
| Serial | Item | Purchase Details | Sale Details | Status | Warranty / Replacement | Actions |
|---|
Available
Sold
Replaced
In Replacement
Dead
Scrapped
Returned
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.
| 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
Stock Inward 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 |
|---|
Stock Control
Stock Control Workspace
Create Purchase
Purchase Inward
Purchase invoice style stock entry
Purchase Invoice Settings
GST / Non-GST Invoice
Choose how tax is calculated for purchase invoices.
Purchase Invoice Register
View saved purchase invoices
| Purchase No. | Date | Supplier | Supplier Bill | Items | Total | Location |
|---|
Admin User
RFQ Details - Select an RFQ from the list
ActiveRFQ 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
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.
| # | RFQ | Status | Suppliers | Responses | Best Total |
|---|
Stock Control
Stock Summary
Track inward, outward and closing stock by category and item.
Categories
Stock Summary
Total Inward Qty
0
Total Outward Qty
0
Closing Qty
0
Total Stock Value
₹0
Negative Closings
0
All Categories
Showing 0 row(s)| # | Particulars | Opening Qty | Inward Qty | Inward Value | Outward Qty | Outward Value | Closing Qty | Closing Value | Actions |
|---|
Task Management
Track follow-ups, due tasks, and internal execution in one place.
Task Actions
Task Management
Manage follow-ups and internal tasks
Task Details
Create or update task
Task Status
Tasks (0)
Sort by:
Employee Management Home
Track attendance, employee links, job sheets, and correction requests from one place.
AI Attendance ReviewSummarize patterns from existing attendance without changing records. Owner AI
Names stay excluded by default. Confirm original records before acting.
Owner summaryRead only
Attendance Actions
Team Members
Manage team members used across Attendance, Tasks, Job Sheets and future modules.
0
Total Members
All team members
0
Active Members
Currently active
0
Inactive Members
Not active
0
Managers
Have manager roleTeam Member Directory
Search, edit, activate/deactivate or delete saved team members.
| Avatar | Team Member | Mobile Number | Role | Department | Status | Actions |
|---|
Employee Management
Employee management
Employee Links
Manage and share employee access links
Employee App & Link Access
Configure secure app login and the employee's permitted modules. Existing links remain available during migration.
Off Days & Holidays
Employees will not be asked to punch attendance on matching weekly offs, monthly offs, or public holidays.
Weekly Off
Monthly Off Rules
Public Holidays
Attendance Verification
Control whether employee punch actions should capture location and selfie photos.
Location Capture
Geofence blocking applies when location is required. If location is optional, outside-radius punches are saved with a warning for admin review.
Selfie Verification
Selfies are compressed on the employee phone before upload. Photo data is automatically removed after the selected period, maximum 7 days.
Daily Job Sheets
Review work submitted by employees from their own link. These are employee-reported entries, separate from assigned To-Dos.
| Employee | Date | Customer / Project | Work Title | Status | Time | Remarks | Submitted |
|---|
Attendance Dashboard
Today
| Employee | Date | Status | Check In | Check Out | Breaks | Working Time | Notes | Actions |
|---|
Custom Repair Workflow
Repair Job Management
Dedicated repair intake, dynamic questionnaire, technician workflow, job sheet print, and reports.
Repair Counter Actions
Open the page needed at the counter.
New Repair Job Intake
Common job and customer details stay fixed. Device, condition, diagnosis, testing, delivery, and other details come from the selected questionnaire template.
View / Search Repair Jobs
Showing 0 jobs
| Job | Customer | Template | Status | Technician | Amount | Actions |
|---|
Status Timeline
Open a repair job from View / Search, then record each status update with staff remarks.
Status Update
Select a repair job to update status.
Delivery Details
Record final amount, collection details, customer remarks, and handover employee.
Parts & Service Charges
Add one row for every part, product, or service to print on the delivery challan.
| Description | Serial No. | Warranty | Qty | Unit Rate | Amount |
|---|
- Items subtotal
- ₹0.00
- Balance due
- ₹0.00
Repair Customer Accounts
Independent balances and statements for repair jobs only. No invoice or accounting-ledger entries are created.
Total Receivable₹0.00
Customer Advances₹0.00
Repair Customers0
Select a repair customerChoose a customer to view their repair-only balance and running statement.
Repair customer
Customer
Current balance₹0.00Account settled
| Date | Particulars | Reference | Debit | Credit | Balance |
|---|
Template
0 Questions0 Sections
Drag questions within a section to reorder them. Existing display-order values are updated automatically.
Template Blocks / Sections
Create and arrange ordered sections for this template.
Drag blocks to change order. One block per line is saved internally.
Template Terms 0 TermsUsing Global
Terms and conditions shown on job sheets for the selected template.
Leave empty to use global default terms on job sheets.
Template Workflow Overrides
Optional status flow and technician list for the selected template. Leave blank to use global defaults.
Status Flow Using Global
Custom statuses for this template only.
Technicians Using Global
Custom technicians for this template only.
Repair Module Settings
Business print details and workflow defaults for all Repair Job Management templates.
Blank business fields automatically use the master Business Settings.
Job Numbering
Customize the prefix used for every new repair job number.
Next number previewLRJ-YYYYMMDD-001
Employee Task Integration
Create and maintain a linked Task Management task when a staff-linked technician is assigned.
Only technicians linked to a Staff Member create tasks. Turning this off removes automatically created repair tasks without affecting manual tasks.
Print Settings & Business Details Using Master
Choose the print density and optionally override business details for repair job printouts.
Print LayoutCompact mode reduces spacing to fit about two standard pages onto one A4 sheet.
Leave any business field blank to inherit that field from the master Business Settings.
Print Logo
Uses the master business logo when no override is selected.
Repair Status Flow 0 Steps
Drag and drop to reorder workflow.
Technicians 0 Members
Manage technicians for job assignment.
Tip: Technicians added here will be available in all job sheet templates.
Global Default Terms 0 Terms
These terms appear on job sheets when template terms are left blank.
Add Term
Keep the term short and clear for the printed job sheet.
Add Technician
Select a saved team member or enter technician details manually.
Repair Insights
Reports Dashboard
Track pending work, completed jobs, technician load, status movement, revenue, and recurring faults.
Technician-wise Jobs
Total jobs for each technician with status-wise count chips.
Status-wise Jobs
Where jobs are sitting in the workflow.
Common Fault Report
Most repeated customer-reported issues.
Repair Job / Service Center Job Card
Repair Job Home
Receive customer products, track service status, handle delivery, and print job cards.
Today Received0
Pending Jobs0
Waiting Approval0
Under Repair0
Ready for Delivery0
Delivered Today0
Repair Job Actions
Choose a workspace page.
Add New Repair Job
Customer, product, repair, accessories, terms, and internal notes.
View / Search Jobs
Showing 0 jobs
| Job | Customer | Product | Status | Estimate | Delivery | Actions |
|---|
Status Timeline
Open a job from View/Search, then save every progress update with employee remarks.
Status Update
ReceivedDelivery Details
Record final payment, collection details, customer remarks, and delivered-by employee.
Settings / Customization
Customize job numbering, default terms, and print title for new repair jobs.
Replacement Home
Manage all replacement jobs and related settings from here.
Sync OFF
Replacement Actions
Replacement Handling
Add New Replacement
Incoming Partner Jobs
Review and process incoming and return jobs first
Queue: new incoming repair jobs from partner.
| Partner ID | Business / Contact | Sender Mobile | Sender Job ID | Serial No. | Item (Partner) | Item (Your Mapping) | Match | Received At |
|---|
0 selected
Select jobs to unlock workflow actions
0 jobs selected
Bulk Updates
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
Export
Download
Other
5. Connected Partners (B2B)
Select partner and send selected replacement jobs.
| Select | Job ID | Customer Name | Product Name | Serial No. | Supplier Name | Estimated Cost | Status | Docket / Courier |
|---|---|---|---|---|---|---|---|---|
Manage Job Status
Rename default status labels user-wise and add your own extra statuses.
If prefix is blank: 1, 2, 3... If prefix is set: PREFIX1, PREFIX2...
Sync uses only default status codes. Extra statuses are user-specific labels only.
Replacement Setting
Control settlement visibility, receipt terms, and dispatch print formatting.
Address Font Size
Used for To and From blocks on supplier and customer dispatch prints.
Customer Email Notifications
Automatically email the customer when selected replacement events occur.
Requires configured Gmail and an email address in the customer ledger.
Changes apply to future replacement documents and prints.
Final Settlement Draft
Select one customer, choose one or more jobs, and enter the final part and service charges.
Eligible Jobs
Select any jobs that belong to this customer.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 |
|---|
Item Bundles
Create Item Bundle
Create reusable package combinations and use them in quotations with one click.
New bundle
Item Bundles
Create, manage and reuse item combinations in quotations with one click.
Total Bundles0All time
Categories0Active categories
Last Updated-No bundles yet
Most Used Bundle-No recorded usage
| Bundle Name | Category | Items | Value | Description | Updated | Actions |
|---|
Order Links
Order Links Home
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
Price List
Price List
GST Inclusive Rate
Price List
Price List
Create professional price lists and instantly export or share them.
1ConfigureSet your preferences
2PreviewReview your price list
3ExportDownload or share
Price List Settings
Internal Rate Columns
Owner / Admin
Applies to Print Price List, Export PDF and Export Current Price List.
Select Categories
Select one or more categories to build the price list.
Import / Export Data
Output & Share
Price List Preview
Preview based on selected categories and GST mode.
| # | Item | Category | Warranty | Qty. in Hand | Rate (GST Inclusive) |
|---|
Total 0 items
1 / 1
Shared Stock Ledger
Daily Stock Inward / Outward
Record stock once and keep Quantity in Hand consistent across Stock Summary, invoices and Price List PDF.
Stock Items0
Total Quantity in Hand0
Today's Inward0
Today's Outward0
Movement History0 entries · Click to expand
Order queue
Customer Orders
Monitor orders placed from shared links and update the status from this queue.
Module Settings
Price List Defaults
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
Retail workspace
Grocery & Retail Billing
Fast, accurate counter billing with stock and customer accounts in one place.
Ready
Today's sales₹0.000 active bills
Cash collected₹0.00Today
UPI / Card₹0.00Today
Low stock items0At or below alert level
1
Customer
Optional for walk-in sales
Customer details
2
Itemized billing
GR-00001
Counter sale
Held bills
None
Type an item in the blank row. Press Enter in the last field to add the next line, or choose End of list to continue to checkout.
| Item | Qty | Unit | MRP | Discount | Rate | GST % | Amount |
|---|
0 itemsTotal Qty: 0
3
Checkout
Payment, totals & actions
- MRP total
- ₹0.00
- Item discount
- ₹0.00
- Subtotal
- ₹0.00
- Tax
- ₹0.00
- Discount
- ₹0.00
- Total
- ₹0.00
- Balance due
- ₹0.00
Item master
Add grocery item
Inventory
Items & current stock
| Item | MRP / Rate | Stock | Alert | Actions |
|---|
No grocery items yetAdd the first item using the form.
Stock correction
Adjust stock
Stock inward
GP-00001
| Item | Purchase qty | Purchase unit | Conversion | Stock inward | Cost / purchase unit | Total |
|---|
No purchase linesAdd an item to receive stock in bags, cartons, boxes, or base units.
Supplier trail
Purchase history
| Purchase | Date | Supplier | Total | Status | Action |
|---|
No purchases yetSaved stock-inward entries will appear here.
Customer master
Add customer
Customer list
Balances
| Customer | Balance | Last activity |
|---|
No saved customersAdd a customer here or save one while making a bill.
Select a customerOpen a customer to view balance and statement.
Customer statement
Customer
Current balance₹0.00Settled
| Date | Details | Debit | Credit | Balance | |
|---|---|---|---|---|---|
| Period total | ₹0.00 | ₹0.00 | |||
No entries in this periodChange the date range or record a payment.
Saved locally on server
Sales history
| Bill | Date | Customer | Payment | Total | Status | Actions |
|---|
No saved billsCompleted counter bills will appear here.
Payment summary
Collection by mode
Cash verification
Close the day
Audit trail
Daily closings
| Date | Expected cash | Actual cash | Variance | Net sales | Gross profit | Note |
|---|
No daily closingsClose a day after counting the cash drawer.
Billing
Sales Invoice
Create, manage and track your sales invoices easily.
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 |
|---|
Settings
Sales Invoice Settings
Invoice Entry
Create and manage sales invoices with ease
Uses TallyPrime's built-in Accounting Voucher worksheet with exact balanced values for GST/Non-GST, income/expense entries, and round-off. Review the reconciliation sheet before import.
Showing 0 invoices
Rows per page
1
Accounting
Payment & Receipt Vouchers
Record money received and paid, allocate it to invoices, and preserve a cancellation audit trail.
Active ReceiptsRs. 0.00
Active PaymentsRs. 0.00
Net Cash FlowRs. 0.00
Unallocated / AdvanceRs. 0.00
Post Voucher
Enter the party, payment mode, amount, and optional allocation in one pass.
Voucher Register
Active and cancelled entries remain visible for audit.
| Voucher | Date | Type | Party | Account | Allocation | Amount | Status |
|---|
No vouchers posted yet.
Ledger Balance
Ledger Balance
Review ledger-wise opening balances, receivables, payables, closing balances and running statements from saved invoices and vouchers.
Total Ledgers0From Ledger Master
Debit ClosingRs. 0.00Receivable / asset side
Credit ClosingRs. 0.00Payable / liability side
Net BalanceRs. 0.00Debit minus credit
Ledger Balance Summary
Calculated from opening balances, sales invoices, purchase invoices, and active payment/receipt vouchers.
| Ledger | Group / Type | Opening | Debit | Credit | Closing | Entries |
|---|
No ledger balances calculated yet.
Ledger Statement
Select a ledger to view running balance.
| Date | Voucher No. | Particulars | Debit | Credit | Balance |
|---|
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 |
|---|
Payment Reminder
Track dues and send customer payment reminders
New reminder
Total Reminders
0
All reminders
Outstanding Amount
Rs. 0.00
Total pending amount
Overdue Amount
Rs. 0.00
Amount past due
Due Today
0
Reminders due today
Collected This Month
Rs. 0.00
Successfully collected
Renewal Manager Home
Never miss a renewal. Track, manage and send timely reminders for subscriptions.
All Renewals
0
No activity yet
Expiring in 7 Days
0
No activity yet
Expiring in 30 Days0Upcoming renewals
Expired0Needs attention
Follow-ups Today0Contact queue
Renewed This Month
0
No activity yet
Expected Renewal Value
Rs. 0
No activity yet
Upcoming Renewal Reminders
| Customer | Product | Expiry Date | Days Left | Action |
|---|
Antivirus Renewal Management
Track, manage and renew your customer licenses in one place.
Overdue0
Needs immediate action
Due in 7 Days0
Action required soon
Due in 8–30 Days0
Upcoming renewals
Renewed0
Successfully renewed
Renewal Workspace
Quick renewal entry
Start with the essentials. Add optional details only when you need them.Current and upcoming renewal cycles. Completed cycles remain available in Renewed History.
Customer & Renewal
Renewal Status
Expiry Date
Amount
Identifier
Follow-up
Actions
Company Data Collection
Shared Worksheets
Create flexible columns, assign one or more employees, and share one common link.
Worksheet data
ActiveSubmitted Data
Edit worksheet row
Warranty Connect
Serial warranty, without changing billing software
Assign product serials to dealers, activate warranty on retail sale, and preserve the original expiry during replacement.
Live
Manufacturer Control Center
Dealer Network
Manage dealer logins, access, serial usage, and warranty activity.
Create a restricted dealer loginThe dealer will be asked to change the temporary password on first login.
| Dealer | Dealer ID / Username | Contact | Usage | Access | Action |
|---|
My Assigned Serials
Current warranty status and remaining cover.
| Serial | Product | Manufacturer | Status | Warranty Until | Remaining |
|---|
Parts & Repair History
Record itemized parts and services against each assigned serial. Entries are shared between the manufacturer and dealer.
Parts and repair history will appear here.
Warranty Activity
Retail activations and replacements update both accounts in real time.
| Date | Event | Dealer / Manufacturer | Original Serial | Current Serial | Warranty Until | Action |
|---|
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