Dashboard
Dashboard
₹3.4L
Today's Sales
↑ 12% vs yesterday
—
Open Orders
—
Unconfirmed Challans
Need warehouse reply
₹1.2L
Pending Payments
₹18.6L
Month Sales
↑ 8% vs last month
Live Order Pipeline
Delivery Pipeline
Alerts & Actions Needed
    Sales Team — This Month
    Delivery Team — Today
    Stock Alerts
      Customers
      Permanent customer IDs — all PIs linked here
      ID Name Phone Type Status Orders
      Customer
      —
      Quotations
      Proforma Invoices
      All Delivery Chalans
      Payment History
      Employees
      Every sales, warehouse, and delivery account — click anyone for their full performance
      Quotations
      Non-binding proposals — approve to convert into a Proforma Invoice
      Quotation Analysis
      Conversion rate by salesperson, and why quotations are being lost
      By Salesperson
      Rejection Reasons
      Rejected Quotations
      New Quotation
      Non-binding — approve later to convert into a real PI with stock reserved
      Customer *
      Click to select or create customer →
      Quotation Details
      Products
      Product Brand Spec Qty Sqft/Cft Rate ₹ Total
      Notes
      Quotation
      QT — Select Customer
      No customer selected
      Items0
      Subtotal₹0
      Cartage (Rickshaw) ₹
      Labour Charge ₹
      GST 18%₹0
      Discount ₹
      Subtotal + Cartage + Labour + GST − Discount₹0
      Special Discount
      Round Off₹0
      GROSS TOTAL₹0
      Advance Received ₹
      1
      Customer + Items
      2
      Save → WhatsApp Stock Check
      3
      Warehouse Confirms → Create DC
      Customer *
      Click to select or create customer →
      Invoice Details
      If they only take part of the order today, that's fine — issue a chalan for what they're taking now, and the rest stays open for next time.
      Products
      "Out?" = source this line item from an outside supplier instead of our own stock — check it to pick a supplier.
      Product Brand Spec Stock Qty Sqft/Cft Rate ₹ Total Out?
      Notes / Instructions
      Proforma Invoice
      PI — Select Customer
      No customer selected
      Items0
      Subtotal₹0
      Cartage (Rickshaw) * ₹
      Labour Charge * ₹
      GST 18%₹0
      Discount ₹
      Subtotal + Cartage + Labour + GST − Discount₹0
      Special Discount
      Round Off₹0
      GROSS TOTAL₹0
      Payment Mode
      Advance Received ₹
      Balance Due₹0
      After Saving
      PI saved with status STOCK CHECK.
      WhatsApp sent to warehouse group.
      Warehouse replies → system auto-confirms stock.
      Then you can create Delivery Challan.
      All Orders — Proforma Invoices
      Full hierarchy: PI → Delivery Challans → Receiving/Payment
      Pending Stock Confirmation
      New PIs waiting on a stock check before they're ready for a DC
      All PI
      Every proforma invoice, visible the moment it's made
      New Delivery Challan
      Select PI → system shows confirmed stock → adjust quantities → issue
      Step 1 — Select Proforma Invoice
      Challan Reference
      Challan Number
      DC — Select PI first
      Under PI: —
      Each PI can have multiple challans.
      DC gets a unique ID per delivery batch.
      Receiving slip printed per DC at shop.
      Driver carries it to customer site.
      Items in this DC0
      Value₹0
      PI Total—
      Remaining after DC—
      WhatsApp — Warehouse Group
      All Delivery Chalans
      Every DC across every PI — new, out for delivery, returned awaiting entry, and completed
      to
      Delivery Trips
      One vehicle run = driver + helpers + any number of DCs. Same customer & address → one combined challan. Order needs 2 vehicles → split it into 2 DCs on 2 trips.
      Driver Queues
      Pick a driver to see and act on their delivery queue exactly as they see it
      to
      Stock Register
      Live inventory — synced with Tally every 15 min + warehouse WhatsApp updates
      ● Tally synced 8 min ago
      Stock Holds — Which PI Is Holding What
      Products
      Category, billing unit (sqft/cft/meter/pcs), sqft-or-cft coverage per piece, and pricing
      Stock Ledger
      Every product's inward/outward history — against which PO, PI, and DC
      Purchase Orders
      Supplier POs, receiving, and stock updates
      Purchase Order List
      Create Purchase Order
      New Supplier
      Suppliers
      Dealer/vendor contacts — used for Purchase Orders and for outsourced-item enquiries from New PI
      Daybook
      Cash and Online are two separate ledgers — each day's opening balance is exactly the previous day's closing balance
      💵 Cash Ledger
      🏦 Online / Bank Ledger
      Entries
      Add Entry
      Approvals
      Credit-limit overrides and delivery payment exceptions awaiting an admin decision
      Pending Payments
      Every PI with money still owed, against whatever DC(s) it's on — cash, UPI, and credit all show here the same way
      Total Outstanding
      ₹0
      PIs With Balance Due
      0
      Receiving Slips
      What payment was collected against which DC, when, and who confirmed it
      Total Collected
      ₹0
      Slips
      0
      Creditors
      Every credit-allowed customer — base limit, used, remaining, and how far over base limit they currently sit
      Creditors
      0
      Total Limit
      ₹0
      Total Used
      ₹0
      Total Over Limit
      ₹0
      Select Customer
      New Customer
      System assigns unique Customer ID (e.g. C-2025-0012) automatically.
      Add Product
      Contact Suppliers
      Add New Product
      Not in the catalog yet — add it here and it'll be saved for next time too.
      Add Supplier
      Import Legacy Customers
      Paste rows as Name, Phone, GSTIN, Address (one per line, comma-separated — GSTIN/Address optional). Imported customers are flagged Legacy and marked Converted. Duplicate phone numbers are skipped.
      Mark Delivery Returned
      DC: — under PI: —
      Customer: —
      Amount Outstanding
      ₹0
      Required — the Confirm button below stays disabled until a photo is attached.
      ✓ Amount Outstanding is this PI's real remaining balance (not just this challan's value) — it already accounts for any advance and other DCs' payments.
      If all DCs under this PI are done + payment cleared → PI auto-closes.
      Customer Rejected Quotation
      New Delivery Trip
      Ticked staff also see this trip's DCs in their own "My Deliveries".
      Add DCs to Trip
      Open (not yet delivered) DCs, grouped by customer & address. Same-customer DCs on one trip print as one combined challan.
      PI Detail
      Items
      ProductQtyRateAmount
      Delivery Challans
      Payments Recorded
      Record a Payment
      Collected directly (not tied to a delivery challan) — reduces balance due immediately.
      Returns
      Bill Summary
      Subtotal₹0
      Cartage₹0
      Labour₹0
      GST₹0
      Discount₹0
      Special Discount₹0
      Round Off₹0
      GROSS TOTAL₹0
      Advance + Direct Payments₹0
      Balance Due₹0
      Delivery Chalans
      Record Return —
      DC Detail
      Quotation Detail
      Items
      ProductQtyRateAmount
      Bill Summary
      Subtotal₹0
      Discount₹0
      GST₹0
      Cartage₹0
      Labour₹0
      Round Off₹0
      GROSS TOTAL₹0
      Advance₹0
      Edit PI
      Charges
      GST, gross total and balance due are recalculated automatically on save.
      Employee Detail
      Recent Activity
      Record Payment
      ⏳ Sent for Admin Approval