Start from Chapter 1 if you are new. Existing users can jump directly to the chapter they want to improve.
Getting Started
Chapter 1: Quick Start & Deployment Readiness
First-time setup for a real shop counter: complete settings, add masters, and do safe trial bills before live usage.
Team: Owner, Cashier, Store Admin
Reading Time: 20-30 minutes
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Foundation
Chapter 2: Shop Settings, Financial Year, and GST Baseline
Set fiscal controls and compliance defaults that affect all future data.
Team: Owner, Accountant, Admin
Reading Time: 45-60 minutes
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Foundation
Chapter 3: Master Data: Products, Customers, Suppliers, Categories
Create clean master records and import in controlled batches.
Team: Operator, Data Entry Team
Reading Time: 60-120 minutes
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Daily Operations
Chapter 4: Sales Workflow: Invoice to Settlement
End-to-end billing, payment capture, cancellation, and stock impact.
Team: Cashier, Billing Operator
Reading Time: 15 minutes training + daily usage
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Daily Operations
Chapter 5: Purchase Workflow: GRN, Costing, and Payables
Purchase entry lifecycle and payable reconciliation.
Team: Procurement, Store Operator
Reading Time: 15 minutes training + daily usage
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Daily Operations
Chapter 6: Sales/Purchase Returns and Correction Controls
Execute returns with policy-aware correction eligibility and audit-safe behavior.
Team: Operator, Accountant
Reading Time: 20-30 minutes
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Inventory
Chapter 7: Inventory, Opening Stock, and Stock Log Governance
Maintain stock integrity through controlled adjustments and traceable logs.
Team: Store Manager, Auditor
Reading Time: 30-45 minutes
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Finance
Chapter 8: Expenses, Payments, Ledgers, and Reminders
Expense posting, ledger reconciliation, and receivable follow-up.
Team: Accountant, Owner
Reading Time: 30-60 minutes
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Analytics
Chapter 9: Reports, P&L, Profitability, and Export Surfaces
Interpret and export financial/operational outputs with FY-aware filters.
Team: Owner, Finance Lead
Reading Time: 45 minutes training
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Compliance
Chapter 10: GST Returns Workspace and Compliance Operations
Operational guide for GST datasets, filing worksheets, and policy-aware reporting.
Team: Accountant, Tax Consultant
Reading Time: 60-90 minutes
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Compliance
Chapter 11: Financial Year Close, Opening Carry, and Locking
Close-year workflow, opening generation, lock rules, and controls.
Team: Owner, Accountant, Admin
Reading Time: 45-90 minutes
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Administration
Chapter 12: Backup, Restore, and Disaster Recovery
Ensure recoverability and reduce risk of operational data loss.
Team: Owner, Admin
Reading Time: 30 minutes setup + monthly drill
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Administration
Chapter 13: Security, Audit Trail, and Admin Governance
Operational controls to prevent accidental or unauthorized impact.
Team: Owner, Admin, Auditor
Reading Time: 30-45 minutes
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Support
Chapter 14: Troubleshooting, Known Patterns, and FAQ
Rapid diagnosis playbook for common errors in production usage.
Team: Operator, Admin, Support Team
Reading Time: On demand
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