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Interface Overview

Post-Login Navigation​

Alt Text

Setup Company Profile​

  • Upon logging in, you will be navigated to the Company Profile Setup page.

Manage Company and Branches​

  • Add your company's details, such as:
    • Company Name
    • Contact Information
    • Address
  • Create and manage multiple branches under your company profile.

Role Management​

  • Define and create roles for different types of users (e.g., Admin, Auditor, Manager).
  • Assign specific role access permissions to ensure secure and role-specific operations.

User Management​

  • Add users to the system by associating them with roles.
  • Manage user access and permissions from this interface.
  • This setup ensures your company’s hierarchy, permissions, and users are organized efficiently for optimal operation.

Landing Page - Inventory Dashboard​

Once the initial setup is complete, the system redirects you to the Inventory Dashboard, which serves as the central hub for operations.

Header Features​

  • Branch Selector: Switch between branches seamlessly using the dropdown. Modules and data displayed will dynamically update based on the selected branch.
  • Welcome Assistant: A personalized greeting or quick links to help you navigate the system easily.
  • Notification Icon: Access alerts, updates, and system notifications.
  • Profile Management Icon: Manage your profile settings or log out from the system.
  • The Nav Bar contains links to various modules such as:
    • Inventory
    • Sales
    • Purchases
    • Audits
    • Reports
  • Clicking on a module will populate relevant data and functionality in the Central Workspace.

Central Workspace​

  • This area displays detailed data and tools specific to the selected module.
  • Dynamically updates to reflect the branch, module, and operation being performed.
  • Ensures a seamless experience, allowing you to manage inventory and related processes efficiently.

Key Modules

About Key Modules​

The two key modules in the system are Inventory and Audits.

Inventory Module​

The Inventory module allows users to manage inventory effectively by configuring Item Groups, Categories, and adding Individual Items.

1. Item Group Creation​

Steps:​

  1. Navigate to the Item Group section and click the Add Group button.
  2. You will be directed to the Basic Details page. Provide the following inputs:
    • Group Name
    • Trade
    • Inventory Type (Unit, Serialized, or Batch)
    • Costing Type
  3. Additional Details Based on Inventory Type:
    • Unit Type: No extra details are needed.
    • Serialized Type: Specify the Unique ID Count to determine how many unique IDs need to be assigned.
    • Batch Type: Configure settings using checkboxes for:
      • Tracking Expiry Date
      • Tracking Production Rate
      • Allowing Control, Editing Sale Price, Discounts, Negative Sale Rates, Changing Invoice Dates, and Stock Returns.
  4. Click Save to proceed.

2. Barcode Configuration​

  • After saving the Item Group, switch to the Barcode Configuration tab to define barcode settings.
  • Choose from the following barcode types:
    • Barcode - EAN13: For items with a 13-digit numeric EAN.
    • Barcode - Code128: To create a barcode for your items.
    • QR Code: To create a QR code instead of a barcode.
  • Splitters: Choose splitters as needed for barcode formatting.
    • Add sections using the Add button or clear selections using the Clear button.
  • Once configured, click Save to successfully create the Item Group.

Creating Categories​

  1. Navigate to the Item Category section via the Nav Bar.
  2. On the Category Listing page, you can:
    • Search for existing categories using the search bar.
    • Add a new category by clicking the Add Item Category button.
  3. On the Add Category page, provide:
    • Category Name
    • Group Name (assign the category to an existing Item Group).
  4. Click Save to create the category.

Adding Items​

Quick Add Item​

  1. Navigate to the Item Page via the Nav Bar.
  2. Use the Quick Add feature to add items efficiently:
    • Fill in mandatory fields such as:
      • Category
      • Item Name
      • Item Code
      • Selling Price
      • Cost Price
      • UOM (Unit of Measure)
      • Storage
      • EAN/QR Code
      • Tax Rate
  3. Click Save to save the item or Clear to reset the inputs.

Detailed Item Addition​

  1. For a more comprehensive item configuration, click the Add Item button.
  2. On the Add Item page, fill out additional fields such as:
    • Description
    • Tax HSN
    • ABC Classification
    • FMS Classification
  3. Click Save to create the item with full details.