# Features Reference Complete list of all modules and features available in the system. *** ## Dashboard * Today's sales vs yesterday's sales * Active orders count * Pending invoices count * Low stock item count * New customers this month * Total customers * Revenue trend (last 7 days chart) * Total receivable (money owed by customers) * Total payable (money owed to vendors) * Cash balance * Bank/UPI balance *** ## Master Data ### Parties (Customers & Vendors) * Create, edit, delete parties * Type: Customer / Vendor / Both * Fields: Name, phone, email, GSTIN, address, zone, price category, credit limit, opening balance * Toggle active/inactive * View party balance (receivable/payable) * Link walk-in invoices to a party * View party ledger from party detail ### Items (Products) * Create, edit, delete items * Fields: Name, category, brand (item company), unit, secondary unit, conversion ratio, purchase price, MRP, tax, price category prices * Upload/delete product images * View item transaction history * Set per-price-category selling price ### Item Variants * Generate variants from attributes (e.g. Size, Color) * Add/edit/delete individual variants * Each variant has its own SKU and pricing ### Variant Attributes * Create custom attributes (e.g. Size: S/M/L, Color: Red/Blue) * Used to generate item variants ### Item Vendors * Link multiple vendors to an item * Track which vendor supplies which item ### Warehouses * Create multiple warehouses * Assign users to specific warehouses * Plan limit: max warehouses enforced by subscription ### Taxes * Create tax rates (e.g. 0%, 5%, 12%, 18%) * Toggle tax active/inactive * Two modes: Inclusive (tax included in price) / Exclusive (tax added on top) ### Units * Create units of measurement (Box, Piece, Bag, KRT, LTR, etc.) * Used as primary and secondary units on items ### Item Categories * Group items by category (e.g. Dairy, Frozen) ### Item Companies (Brands) * Manage brands/manufacturers (e.g. Amul, Paras, Barar) ### Price Categories * Create named price tiers (e.g. End User, Bulk User) * Set a default price category * Assign price category to a party — they always get that tier's price ### Zones * Create geographic zones (e.g. Bhupatwala, Ranipur) * Assign zone to a party * Filter sales orders by zone * System seeds: North, South, East, West, Central ### Transporters * Create transporter records (name, phone, GSTIN) * Assign transporter to sales invoices, orders, and returns ### Bank Accounts * Create bank/UPI accounts * Set a default account for sales * Set a separate default account for POS * Used in payment receipts and bill payments ### Master Accounts * View all financial accounts (Cash, Bank, party accounts) *** ## Purchase ### Purchase Orders * Create purchase orders for vendors * Add multiple items with quantity and rate * Convert PO to purchase invoice (single or bulk) * Cancel a purchase order * Print purchase order / challan * Filter by vendor, date, status ### Purchase Invoices (Bills) * Create purchase bills directly (without PO) * Add multiple items, quantities, rates, taxes * Tax calculated as inclusive or exclusive per item * Copy an existing invoice to create a new one * Print purchase invoice * Edit invoice (blocked if payment has been made) * Filter by vendor, date, status ### Purchase Returns * Select vendor and returnable invoice * System shows items from that invoice * Select items and quantity to return * Stock is added back on return * Vendor balance reduced accordingly * Print return document ### Bill Payments * Record payment to vendor * Payment methods: Cash, UPI/Bank, Cheque * Cheque: clear or bounce with reason and charges * Links payment to outstanding invoices * Updates vendor balance and account balances * Print payment receipt ### Debit Notes * Issue debit note to vendor (reduces payable balance) * Enter amount and reason * Updates vendor ledger ### Replenishment * View items that are below reorder level * Build a purchase order automatically from low-stock items *** ## Sales ### Quotations * Create quotations for customers * Add items, quantities, rates * Update status (draft, sent, accepted, rejected) * Convert accepted quotation directly to invoice * Print quotation ### Sales Orders * Create sales orders for customers * Add items, quantities — price auto-fills from party's price category * Convert order to invoice (single or bulk) * Filter orders by zone, customer, date, status * Print order / delivery challan ### Sales Invoices * Create sales invoices directly * Party's price category auto-applies on item selection * Tax: inclusive or exclusive per item * Partial or full payment at time of invoicing (receipt\_amount) * Copy an existing invoice to create a new one * Print invoice * Plan limit: max invoices per day and per month enforced * Filter by customer, date, status ### Sales Returns * Select customer and returnable invoice * System shows items from that invoice * Select items and quantity to return * Stock is added back * Customer balance reduced accordingly * Print return document ### Payment Receipts * Record payment received from customer * Payment methods: Cash, UPI/Bank, Cheque * Cheque: clear or bounce with bouncing charges * View customer outstanding invoices while recording payment * Updates customer balance and account balances * Print receipt ### Credit Notes * Issue credit note to customer (reduces receivable balance) * Enter amount and reason * Updates customer ledger ### POS (Point of Sale) * Simplified invoice for walk-in customers * Select or create walk-in party on the fly * Quick item search and add * Payment collected at time of sale * Share receipt via WhatsApp * Print POS receipt * Uses separate default bank account ### Online Orders * View orders placed via the customer store (app/website) * Accept or cancel orders * Update item status and ETD (estimated delivery date) * Bulk accept, bulk ETD update, bulk status update * Mark order as delivered * Convert online order to sales invoice *** ## Inventory ### Stock Levels * View current stock for all items across all warehouses * View stock for a specific warehouse * View stock history for a specific item in a warehouse ### Stock Adjustments * Manually add or reduce stock for any item/warehouse * View adjustment history * Delete adjustment entry ### Warehouse Transfers * Transfer stock from one warehouse to another * View transfer history and detail ### Item Batches * Create batches with expiry dates and quantities * View expired batches * View batches expiring soon * Write off expired/damaged batches ### Low Stock Report * View all items below their minimum stock level *** ## Expenses ### Expense Categories * Create categories (e.g. Rent, Electricity, Salaries) ### Expenses * Record expenses with amount, category, date, payment method * Payment methods: Cash, UPI/Bank, Cheque * Cheque: clear or bounce * View total expenses for a period * Updates account balances accordingly *** ## Agents ### Agents * Create and manage field sales agents * Assign territories to agents * Toggle active/inactive * View agent profile and performance ### Agent Orders * Orders placed by agents on behalf of customers * Accept, reject, or partially accept agent orders * Convert accepted agent order to sales invoice ### Agent Collections * Cash/payment collections recorded by agents in the field * Convert agent collection to a payment receipt (single or bulk) ### Agent Mobile App (API) * OTP-based login for agents * Agents can view their customers and items * Sync orders and collections from mobile *** ## Reports ### Party Ledger * Full transaction history for any party (customer or vendor) * Shows invoices, payments, returns, credit/debit notes * Running balance per transaction * Filter by date range ### Transaction Ledger * All financial transactions across accounts * Filter by account and date range ### Accounts Ledger * View balances across all accounts (Cash, Bank, party accounts) ### Sales Register * All sales invoices in a period * Summary with tax breakdown * Filter by date, party, item ### Purchase Register * All purchase invoices in a period * Summary with tax breakdown * Filter by date, vendor, item ### Day Book * All transactions for a selected day * Complete financial picture for that date ### Profit & Loss * Revenue vs expenses for a period * Gross profit and net profit * Filter by date range ### Balance Sheet * Assets vs liabilities snapshot * Receivables, payables, cash, bank balances ### Low Stock Report * Items below reorder level across warehouses *** ## Admin ### Users * Create and manage ERP users * Assign roles to users * Assign warehouse access to users * View user-level permissions ### Roles * Create custom roles (e.g. Sales Manager, Warehouse Staff) * Assign permissions to roles * Roles are per-tenant ### Permissions * Granular permissions for every action in the system * Grouped by permission groups for easy management ### Settings * **Invoice Settings**: prefix, starting number, due date defaults * **Tax Settings**: default tax, tax display mode * **Inventory Settings**: negative stock allowed, reorder level defaults * **Dashboard Settings**: which stats to show * **WhatsApp Settings**: WhatsApp Business API config for sharing receipts ### Business Profile (Owner only) * Update business name, GSTIN, address, state * Tax registration type, currency, business type * Changes sync to the platform *** ## Print & Documents * Print sales invoices, orders, quotations, receipts, credit notes * Print purchase invoices, orders, returns, bill payments, debit notes * Bulk print delivery challans * Configure print settings: logo, header, footer, paper size (A4/A5/Letter) * Document settings per document type (fields to show/hide) * Share document link (generates a shareable URL) * Share POS invoice via WhatsApp *** ## Customer Store (Storefront API) * Public product browsing (no login required) * Product search and category filter * Pincode delivery check * Customer OTP login * Cart management (add, remove, checkout) * Customer address book * Order status tracking * View past invoices, payments, returns *** ## Platform (lalaji — Subscription Management) * Tenant (customer) registration and management * Subscription plans and plan features * Self-subscribe to a plan (freemium or paid) * SSO — single sign-on into the ERP admin panel * Partner portal: partner roles, applications, commissions, leads * Business profile sync from platform to ERP --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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