Step-by-step guide
HardwarePro – How to use (SOP)
Hardware, Electrical & Sanitary Billing. Every task is explained in simple steps. Read from top to bottom, or jump straight to the task you need.
Contents · 12
1. How to log in
↑ Top- Open your product link (for example bizsuite.digitsparx.com/hardwarepro/).
- Enter your Business ID – Digit Sparx gives it to you (for the demo: demo-hardwarepro).
- Enter Username and Password → Login. Press the 👁 eye button to see the password.
- Want to try the demo? Press "Fill demo login" on the login page – admin / admin123 is filled in for you.
- After 5 wrong passwords, login is paused for 15 minutes (for security).
Tip: Never share your password. Create a separate user for each staff member.
2. First-day setup (only once)
↑ Top- Open Business Settings: shop name, address, phone, GSTIN, state, logo, bank / UPI details and bill terms → Save. All of this prints on every bill.
- Create Categories + Brands – for example "Mobiles", "Accessories" or "Starters".
- Add your items / products (see the product section below).
- Add Suppliers and your existing Customers. If a customer already owes money, enter it as Opening balance.
- Create separate logins for staff in Users & Roles (Manager, Cashier…). Each role only sees the pages it needs.
3. Products and units (bundle / coil / box)
↑ Top- Products → Add: base unit (pcs / mtr / bag / ltr), size, material, GST.
- Add a bigger unit in Units & Conversions or on the product page: 1 bundle = 10 pcs, 1 coil = 90 m, 1 box = 20 pcs, with its rate.
- Stock is always kept in the small unit – sell 1 bundle and the software reduces 10 pcs.
4. Quotation → Challan → Bill
↑ Top- Quotations → New: customer, items (in any unit), rate → Print / WhatsApp.
- Sending goods to site first: Delivery Challans → New (stock reduces).
- Open the quotation / challan → Convert to invoice. A bill made from a challan does not reduce stock again.
5. Contractor credit
↑ Top- Enter a credit limit on the customer. Customers & Credit shows dues; receive money in Payments → Receive.
- Stock & Valuation: value of goods in the godown (at purchase rate).
6. Payments, credit (khata) and advances
↑ Top- While billing choose the payment mode: Cash, UPI, Card, Bank, Cheque. Part cash + part UPI? Press "Split payment".
- Not fully paid? Enter what you received – the rest becomes credit (udhaar). A customer must be selected; walk-in customers must pay in full.
- Money received later: Payments → Receive → choose customer / bill → amount → Save. The receipt number is automatic.
- Customer paid an advance: Payments → Receive → do not choose a bill (on account). On the next bill tick "Use advance / credit".
- Use the WhatsApp reminder button on the customer page to remind them about dues.
7. Wrong bill, returns and cancellation
↑ Top- A saved bill is never deleted (GST rule). If there is a mistake, open the bill → "Cancel document" → write the reason.
- If the bill already has a payment, first Void that payment in Payments, then cancel the bill.
- Customer returns goods: open the bill → "Return items (credit note)" → quantity returned → refund (cash / UPI) or keep as credit. Stock comes back automatically.
8. Print, PDF and WhatsApp
↑ Top- After saving, the bill page opens. Print = A4 print, PDF = download, WhatsApp = message to the customer.
- Find an old bill: Invoices → search by name, mobile or bill number.
9. Expenses
↑ Top- Expenses → Add: rent, electricity, salary, tea… Enter date, amount, mode → Save.
Tip: Enter expenses every evening – your month-end report will be correct.
10. Reports – day / week / month / year
↑ Top- Open Reports → choose the report (Sales summary, Item-wise, GST, Collections, Outstanding, Expenses…).
- Press Today / This week / This month / This year or enter your own dates.
- Collections = how much cash / UPI / card each cashier received – match it with the cash drawer every evening.
- Every report has Export CSV – it opens in Excel and can be sent to your CA.
- Remember: "Sales" is turnover, not profit. "Profit (estimate)" is only an estimate from purchase prices.
11. Daily routine (checklist)
↑ Top- Morning: log in → check today's sales, dues and alerts on the Dashboard.
- During the day: make bills; enter a Purchase when goods arrive.
- Evening: Reports → Collections to tally cash, add Expenses.
- Once a week: Backup & Restore → "Download backup now" → keep the file on Google Drive / a pen drive.
12. Important points
↑ Top- If the account shows "Read-only", the renewal is pending – your data is safe, only new entries are blocked. Call Digit Sparx: +91 98187 54881.
- Change password: click your name at the top → My profile & password.
- Any problem: raise a ticket in Support or WhatsApp +91 70656 71504 / +91 98187 54881.
Tip: The demo account (admin / admin123) cannot change passwords, users or settings – it is only for trying the software.
Digit Sparx Pvt. Ltd. · Need help? Call / WhatsApp +91 98187 54881 · WhatsApp +91 70656 71504 · sales@digitsparx.com