Items (Master)
0
Total Stock Units
0
Low / Near-Expiry
0
Customers
0
Follow-ups Due
0
Payments Due
0
Item Master & Live Stock
| Code | Item | Brand | Category | HSN | GST | Units (P/S/F)iP = Primary unit (the one MRP is printed against), S = Secondary unit, F = Factor — how many Primary units 1 Secondary unit equals. E.g. BOX / PCE / 0.1 → 1 PCE = 0.1 BOX. | Batches | Stock | Nearest Expiry | Actions |
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Product Categories
| Category | Items | Actions |
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Purchase History
↓ Sample
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| Date | Supplier | Inv # | Items | Total Cost ₹ |
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Customer List
| # | Name | GSTIN | State | Type | Outstanding | Tax Type | Actions |
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New Invoice
Tax Invoice
Invoice #:—
CGST+SGST ▾
⚡FEFO active — system auto-picks the earliest-expiry batch and pulls its MRP & discount. For old stock not in the system, choose ⚠ Untracked / Legacy stock from the batch list.
| # | Item | Unit | Batch | HSN | MRP | Qty | Gross | Disc% | Taxable | CGST | SGST | Total |
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Gross₹0.00
Discount-₹0.00
Bill Discount
Taxable₹0.00
CGST₹0.00
SGST₹0.00
Round Off₹0.00
Invoice Total₹0.00
Records
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| Invoice # | Date | Customer | Items | Taxable | Tax | Total | Source | Actions |
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Returns & Credit Notes
| CN # | Date | Against Invoice | Customer | Type | Amount | Reason | Actions |
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All Visits — full history incl. Converted & Lost
| Facility | Type | Lead | First Visit | Potential | POC | POC Type | POC Availability | Route / Area | Associate | Follow-up | Status | Contact | Actions |
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Visit Follow-ups — overdue & next 50 days
| Facility | Associate | Lead | First Visit | Next Action | Status | Follow-up Date | POC Availability | Potential | Contact | Actions |
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Company & Licence
Bank & Terms
CSV Exports
Audit-ready exports for GST filing, reconciliation, or your accountant.
Staff Invites
Generate a one-time code for a new staff member. Codes are bound to the email you enter, expire in 7 days, and die after one use. The staff member signs up with that email, confirms it, signs in, and enters the code.
| Code | Created | Expires | Status |
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GSTR-1 Export
Generates portal-ready section files (B2B, B2CL, B2CS, CDNR/CDNUR, HSN, Docs) for the GST offline tool, plus a reconciliation you can tie to GSTR-3B. B2CL threshold ₹1,00,000 (interstate, unregistered). Credit notes included for the period.
Period Locking
Lock a month once you've filed its GSTR-1 — new invoices, credit notes, and payments can no longer be backdated into it. Records already in a locked month aren't affected.
| Locked Month |
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Reports
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Your data lives in the cloud and syncs across devices automatically. Export a read-only snapshot anytime for offline records or your accountant.