Step-by-step guide

JewelPro – kaise chalayein (SOP)

Jewellery Shop Billing — Gold, Silver & Diamond. Har kaam aasaan steps me likha hai. Upar se neeche padhte jao, ya seedha apne kaam par click karo.

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Vishay suchi · 14

1. Login kaise karein

↑ Upar
  1. Apne product ka link kholo (jaise bizsuite.digitsparx.com/jewelpro/).
  2. Business ID daalo – ye Digit Sparx aapko deta hai (demo ke liye: demo-jewelpro).
  3. Username aur Password daalo → Login. Password dekhne ke liye 👁 aankh wala button dabao.
  4. Demo try karna hai? Login page par "Fill demo login" dabao – admin / admin123 apne aap bhar jayega.
  5. 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.

2. Pehle din ka setup (sirf ek baar)

↑ Upar
  1. 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.
  2. Categories bana lo – jaise "Mobiles", "Accessories" ya "Starters".
  3. Apne items / products daalo (neeche product wala section dekho).
  4. Suppliers aur purane Customers daal do. Purana udhaar ho to Opening balance me likh do.
  5. Staff ke liye Users & Roles me alag login banao (Manager, Cashier…). Har role ko sirf uske kaam ke page dikhte hain.

3. Roz subah: aaj ka rate daalo

↑ Upar
  1. Metal Rates kholo → 24K, 22K, 18K, 14K gold aur Silver 999 / 925 ka per gram rate daalo → Save rates.
  2. Bill hamesha us din ke latest rate se banta hai. Purane bill ka rate kabhi nahi badalta.
Tip: Rate daale bina gold ka bill nahi banega – software khud yaad dilata hai.

4. Jewellery stock daalna

↑ Upar
  1. Jewellery Stock → Add: metal, purity, gross weight, stone weight (net apne aap), making charge (per gram / % / flat), wastage %, stone charges, HUID. GST 3%.
  2. Har piece ka tag / HUID: Purchases me item ke saath tag number likho (ek line me ek).

5. Jewellery ka bill

↑ Upar
  1. New Invoice → customer → piece search → uska tag / HUID tick karo.
  2. Rate apne aap: net weight × aaj ka rate + wastage + making + stone. Cashier rate badal nahi sakta (galti / chori se bachav).
  3. Bill par poora breakdown chhapta hai. Payment (card / UPI / cash / split) → Save.

6. Purana sona lena / exchange

↑ Upar
  1. Old Gold Purchase → New entry: customer, metal, purity, gross weight, kam karne wala weight (stone / mail), buying rate.
  2. "Keep as customer credit" = exchange → naye bill par "Use advance / credit" tick karo.
  3. "Pay the customer now" = customer ko paisa diya (payment record hota hai).
  4. Voucher print karke customer ka sign lo.

7. Order par banwana (custom order)

↑ Upar
  1. Customer Orders → New order: design, metal, purity, andaze ka weight, estimate, delivery date.
  2. Receive advance se advance lo. Status: Order placed → With karigar → Ready → Delivered.
  3. Ready ho jaye to piece stock me daal ke bill banao aur advance adjust karo.

8. Payment, udhaar (khata) aur advance

↑ Upar
  1. Bill banate time payment mode chuno: Cash, UPI, Card, Bank, Cheque. Thoda cash + thoda UPI ho to "Split payment" dabao.
  2. 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).
  3. Baad me paisa aaye: Payments → Receive → customer / bill chuno → amount → Save. Receipt number apne aap banta hai.
  4. Customer ne advance diya: Payments → Receive → bill mat chuno (on account). Agle bill par "Use advance / credit" tick karo.
  5. Customer page par WhatsApp reminder button se udhaar ki yaad dila sakte ho.

9. Galat bill, return aur cancel

↑ Upar
  1. Saved bill delete nahi hota (GST rule). Galti ho to bill kholo → "Cancel document" → reason likho.
  2. Bill par payment already hai to pehle Payments me us payment ko Void karo, phir bill cancel karo.
  3. 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.

10. Bill print, PDF aur WhatsApp

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

11. Kharcha (expenses)

↑ Upar
  1. 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.

12. Reports – din / hafta / mahina / saal

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

13. Roz ka routine (checklist)

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

14. Zaroori baatein

↑ Upar
  1. Account "Read-only" dikhe to renewal baaki hai – data safe hai, sirf nayi entry nahi hogi. Digit Sparx ko call karo: +91 98187 54881.
  2. Password badalna: upar naam par click → My profile & password.
  3. 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