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 ShortcutsMy Apps
Live business data
Live
Today at a Glance
Included in your plan
My Modules
Sales Workflow
6Accounting
6Products & Inventory
6Operations & Service
8Owner & Administration
6Business & Integrations
4Explore More Modules
Click a locked module to request a demo or upgrade details.
Quick Add
What would you like to create?
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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.
Loading Interakt settings…
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.
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Loading Quotations...
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 |
|---|
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Loading Owner Insights...
Loading Quotations...
Loading Solar Quotation...
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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
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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 | 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
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Catalogue Foundation
Category Master
Create categories once, add a small storefront image, and assign them from Item Master.
Add Category
Only the category name is required.
Created Categories
Previously created categories and their item mappings.
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
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Stock Control
Stock Control Workspace
Create Purchase
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 |
|---|
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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
Loading Price List & Orders…
Loading Quotations...
Loading Grocery & Retail Billing...
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 |
|---|
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