Dashboard
Business Flow
Work Orders are maintained independently. Stock changes only through DC stock movements.
Customer Master
| Name | GSTIN | Phone | Actions |
|---|
PO / Work Order
Work Order Details
Description is entered manually. Received Qty is calculated automatically from Delivery Challans linked to this WO.
| Description | HSN/SAC | Unit | Ordered Qty | Received Qty | Pending Qty | Rate |
|---|
| WO / PO | Customer DC No. | Date | Customer | Details | Ordered | Received | Pending | Rate | Status | Actions |
|---|
Delivery Challan
Items
Select a WO to load its pending details. DC Qty is tallied against the WO automatically.
| Select Item from WO / PO | Description | Unit | DC Qty | WO Ordered | Previously Received | Balance After DC | Remarks |
|---|
| DC | Date | Customer | WO / PO | Customer DC No. | Details | Actions |
|---|
Invoice
Items
Selecting a DC fills customer, WO, description, HSN/SAC, quantity and the WO rate. You can edit before saving.
| WO Detail | Description | HSN/SAC | Qty | Unit | Rate (WO) | Amount |
|---|
Optional Charges
GST is applied once at invoice level; individual item GST columns are not required. Plating rate is taken from Settings; plating weight is entered manually for each invoice.
Terms & Conditions
| Invoice | Date | Customer | DC | WO / PO | Customer DC No. | Details | Total | Paid | Outstanding | Actions |
|---|
Payments
| Invoice | Customer | Date | Amount | Mode | Reference | Adjusted Due | Status | Actions |
|---|
Payment Pending Details
Customer-wise sales outstanding and purchase-wise supplier payable. Purchase payment entries are deducted from purchase pending amounts.
Customer-wise Pending
| Customer | Invoices | Total | Paid | Outstanding |
|---|
Purchase-wise Pending
| Purchase No. | Date | Supplier | Total | Paid | Pending |
|---|
Purchase
| Purchase | Date | Supplier | Description | Qty | Rate | Taxable | GST | Total | Actions |
|---|
Debit Note
| No. | Date | Against | Party | Reference | Description | Taxable | CGST | SGST | IGST | Total | Actions |
|---|
Purchase / Sales / Tax Summary
Tax Details
| Type | Taxable | CGST | SGST | IGST | Total |
|---|
Reports
Invoice Register
| Invoice | Date | Customer | DC | WO / PO | Customer DC No. | Total | Paid | Debit Notes | Adjusted Total | Outstanding |
|---|
Purchase Register
| Purchase | Date | Supplier | Supplier Bill No. | HSN/SAC | Description | Qty | Taxable | GST | Total | Paid | Pending |
|---|
Debit Note Report — Sales & Purchase
| Date | Debit Note | Against | Reference | Party | Taxable | CGST | SGST | IGST | Total |
|---|
Settings
Bank Accounts
Add multiple bank accounts and select one as the default for invoice printouts.
Terms & Conditions Templates
Create selectable templates. Invoice terms remain editable after selection.
Print Templates — Microsoft Excel
These are the actual DC and Invoice .xlsx files used by Microsoft Excel. Edit them in Excel with full Excel features — including images, text boxes, shapes, merged cells, fonts, formulas, page layout, headers/footers and print settings. Save the workbook, then use Refresh before printing.
Excel Field Mapping & Formulas
Use the actual Excel cell address for each field. You may enter multiple cells separated by commas (for example C11,C35,C59) to put the same detail into Original, Duplicate and Triplicate sections. For item fields, enter the first item-row cell for each section (for example C22,C47,C72); following rows are filled automatically. Optional formulas are written into Excel instead of the mapped value. Use {ROW} inside an item formula when the formula should follow the item row.
Windows version: Microsoft Excel itself opens and prints these .xlsx templates. No Electron, Node.js, npm, or fake spreadsheet editor is used. Save your Excel changes before printing.
Installable App
After hosting this app securely over HTTPS, use the install button or your browser menu to install it on supported devices. Offline app-shell caching activates after the first successful visit.
Online / Offline Sync (Setup)
The application continues to save locally when offline. Configure a Supabase project to enable secure cloud synchronization between devices. Do not share your service-role key; use only the project URL and public anon/publishable key.
Cloud sync is not configured.
First-time setup: create a Supabase project, run the included supabase-schema.sql in its SQL Editor, then enter the project URL and public key here. For a company-based database, the signed-in user must have exactly one company_members row with their user_id and company_id. The account must be an admin to upload. On the first device, choose Upload or Download intentionally. After the first sync, the app checks for cloud changes before uploading to reduce accidental overwrites. Use sample data until sync and restore have been tested.
Backup & Restore
Backup and restore are maintained here in Settings.