HardwarePro – kaise chalayein (SOP)

Step-by-step guide

Hardware, Electrical & Sanitary Billing. Har kaam aasaan steps me likha hai. Upar se neeche padhte jao, ya seedha apne kaam par click karo.

🌐 Apni bhasha me padho

Vishay suchi · 12

Apne product ka link kholo (jaise bizsuite.digitsparx.com/hardwarepro/).
Business ID daalo – ye Digit Sparx aapko deta hai (demo ke liye: demo-hardwarepro).
Username aur Password daalo → Login. Password dekhne ke liye 👁 aankh wala button dabao.
Demo try karna hai? Login page par "Fill demo login" dabao – admin / admin123 apne aap bhar jayega.
5 baar galat password par 15 minute ke liye login ruk jata hai (security ke liye).

Tip: Apna password kisi ko mat batao. Staff ke liye alag user banao.

Business Settings kholo: dukaan ka naam, address, phone, GSTIN, state, logo, bank / UPI details aur bill ke terms bharo → Save. Ye sab har bill par print hota hai.
Categories + Brands bana lo – jaise "Mobiles", "Accessories" ya "Starters".
Apne items / products daalo (neeche product wala section dekho).
Suppliers aur purane Customers daal do. Purana udhaar ho to Opening balance me likh do.
Staff ke liye Users & Roles me alag login banao (Manager, Cashier…). Har role ko sirf uske kaam ke page dikhte hain.

Products → Add: base unit (pcs / mtr / bag / ltr), size, material, GST.
Units & Conversions ya product page par bada unit jodo: 1 bundle = 10 pcs, 1 coil = 90 m, 1 box = 20 pcs, aur uska rate.
Stock hamesha chhote unit me rehta hai – bundle me becho to software 10 pcs kam karega.

Quotations → New: customer, items (kisi bhi unit me), rate → Print / WhatsApp.
Saaman site par pehle bhejna hai: Delivery Challans → New (stock kam hota hai).
Quotation / challan kholo → Convert to invoice. Challan se bana bill dobara stock kam nahi karta.

Customer me credit limit daalo. Customers & Credit me baaki dikhta hai, paisa Payments → Receive.
Stock & Valuation: godown me kitne ka maal hai (purchase rate se).

Bill banate time payment mode chuno: Cash, UPI, Card, Bank, Cheque. Thoda cash + thoda UPI ho to "Split payment" dabao.
Poora paisa nahi mila? Jitna mila utna likho – baaki udhaar ban jata hai (customer select karna zaroori; walk-in ko poora paisa dena hota hai).
Baad me paisa aaye: Payments → Receive → customer / bill chuno → amount → Save. Receipt number apne aap banta hai.
Customer ne advance diya: Payments → Receive → bill mat chuno (on account). Agle bill par "Use advance / credit" tick karo.
Customer page par WhatsApp reminder button se udhaar ki yaad dila sakte ho.

Saved bill delete nahi hota (GST rule). Galti ho to bill kholo → "Cancel document" → reason likho.
Bill par payment already hai to pehle Payments me us payment ko Void karo, phir bill cancel karo.
Customer saaman wapas kare: bill kholo → "Return items (credit note)" → kitna wapas aaya → paisa wapas (cash / UPI) ya credit me rakho. Stock apne aap wapas aata hai.

Bill save karte hi bill page khulta hai. Print = A4 print, PDF = download, WhatsApp = customer ko message.
Purana bill dhoondhna: Invoices → naam, mobile ya bill number se search.

Expenses → Add: kiraya, bijli, salary, chai-paani… Date, amount, mode likho → Save.

Tip: Roz shaam ko kharcha daal do – month end me report sahi aayegi.

Reports kholo → report type chuno (Sales summary, Item-wise, GST, Collections, Outstanding, Expenses…).
Today / This week / This month / This year buttons dabao ya apni date daalo.
Collections = kis cashier ne kitna cash / UPI / card liya – shaam ko galla isse milao.
Har report Export CSV se Excel me khulti hai – CA ko bhej sakte ho.
Dhyan do: "Sales" = turnover hai, profit nahi. "Profit (estimate)" sirf purchase price se andaza hai.

Subah: login → Dashboard par aaj ki sale, udhaar aur alerts dekho.
Din bhar: bill banao, maal aaye to Purchase entry karo.
Shaam: Reports → Collections se cash milao, Expenses daalo.
Hafte me ek baar: Backup & Restore → "Download backup now" → file Google Drive / pen-drive me rakho.

Account "Read-only" dikhe to renewal baaki hai – data safe hai, sirf nayi entry nahi hogi. Digit Sparx ko call karo: +91 98187 54881.
Password badalna: upar naam par click → My profile & password.
Koi dikkat ho: Support me ticket daalo ya WhatsApp karo +91 70656 71504 / +91 98187 54881.

Tip: Demo account (admin / admin123) me password, users aur settings badalne ki permission nahi hai – ye sirf try karne ke liye hai.

Digit Sparx Pvt. Ltd. · Help chahiye? Call / WhatsApp +91 98187 54881 · WhatsApp +91 70656 71504 · sales@digitsparx.com