Step-by-step guide

RentalPro – kaise chalayein (SOP)

Equipment Rental Billing. 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/rentalpro/).
  2. Business ID daalo – ye Digit Sparx aapko deta hai (demo ke liye: demo-rentalpro).
  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. Equipment aur units daalna

↑ Upar
  1. Equipment Models → Add: naam (Laptop i5), rent per day / week / month, security deposit, specification. "Track by serial" ON.
  2. Har asli machine ek serial hai – Purchases me serial number ek line me ek likho. Asset Units me har unit ka status dikhta hai.

4. Booking banana

↑ Upar
  1. New Booking → From aur To date-time → Check availability.
  2. Jo unit un dino booked hai wo Busy dikhega – double booking ho hi nahi sakti. Maintenance wali unit bhi block.
  3. Unit tick karo, rent type (day / week / month) aur rate, customer, site address → Create booking.

5. Saaman dena (issue)

↑ Upar
  1. Booking kholo → har unit ki condition likho, security deposit aur mode → Issue. Unit "rented" ho jati hai.
  2. Print se delivery note nikalo aur sign lo.

6. Saaman wapas aaya (return)

↑ Upar
  1. Booking kholo → return time, condition, kharab ho to Damaged tick (unit maintenance me chali jayegi).
  2. Late fee software khud suggest karta hai, damage charge likho.
  3. "Adjust deposit against the invoice" tick → rental invoice apne aap ban jata hai.
  4. Bacha deposit: Refund deposit se wapas do.

7. Late returns aur calendar

↑ Upar
  1. Overdue Returns – jo time par wapas nahi aaye, WhatsApp Remind button ke saath.
  2. Availability Calendar – mahine ka chart, kaun sa saaman kab bahar hai.
  3. Maintenance & Damage – repair log; close karte waqt kharcha expense me jud sakta hai.

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