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Today's Team
Active Projects
Total Products
Total Stock Items
Low Stock Alerts
Pending Repairs
Stock by Location
Recent Transactions
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New Purchase Entry
Serial Numbers (Optional)
0 addedInvoice Lines — 0 added
Payment made to supplier
optionalRecent Purchases
—New Sale Entry
Internal reference for stock tracking. Enter your Tally invoice number to cross-link, or any unique ref.
Serials (Optional)
Invoice Lines — 0 added
Payment received
optionalRecent Sales
Manufacturer Claims
BOM Master
Production
Assemble Finished Product
Only products with a saved BOM appear here.
Recent Production
—Quotations
Project Quotation
Build reusable packages (e.g. "3kW Residential", "Atta Chakki 10HP"). Pick one when generating a quotation to auto-fill the equipment, prices, ROI and roadmap.
Every generated quotation is saved here. Re-generate any one with the same specs — just update the customer & site if needed.
Your master list of solar equipment with default prices, warranty lines and datasheets. Upload a datasheet once — it's pulled into every quotation that uses the item.
Reusable text blocks that print on every proposal — company profile, warranty terms, and conditions. Edit once; they appear on all generated quotations.
Invoices
Returns
QC / Testing
Scrap / Dead Stock
Backup / Export
Date Range
Sales CSV
All sale lines in range
Purchases CSV
All purchase lines in range
Live Stock CSV
Current snapshot (no date)
Full Google Sheet Copy
One-click copy of the entire spreadsheet (Sales, Purchases, Stock, Repairs, Claims, Returns, QC, Scrap, BOM, Production, Quotations, Company, Serial Products, Live Stock, Locations, Login) into your Google Drive. Easy to share with your CA.
Expenses
Projects
Customers
Vendors
Dealers
B2B dealer & frequent-buyer login accounts. Dealers sign in on the same login page to raise support tickets.
Leads
Support Tickets
Dealer support tickets. Reply, update status, and convert faulty units into repair jobs.
Surveys
Site Surveys
Attendance
Finance
Receivable
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Payable
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Cash In
—
Cash Out
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Quick Tools
GST Calculator
Add or remove GST from an amount.
Base Amount
₹0
GST
₹0
Final
₹0
Imprest / Petty Cash
Outstanding
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Active Holders
—
Total Spent
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Total Returned
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0 holder(s)
Branding & Company
Company Identity
These values appear in the app UI, login screen, footer, and exported documents. Changes save instantly and refresh on next page load.
Invoice/Document Info
Appears on printed invoices, quotations, and exported documents. All fields optional.
Address & Contact
Tax & Compliance
Bank Details — for payment instructions on invoices
Features
Turn optional modules on or off for this business. Turning a feature off hides it everywhere but never deletes existing records.
Tax Invoicing
Adds an Invoices tab and lets you generate GST tax invoices (with permanent, FY-reset numbering) from approved quotations. Leave off if this business only needs inventory & quotes.
Terms & Conditions Templates
Create reusable T&C blocks (e.g. "General", "Solar Panel", "Project"). Mark one or more as Default to auto-fill them into every new quotation. When making a quote you can add more templates and edit freely. These print on quotations and tax invoices.
Audit Log
Recent sensitive actions — logins, deletes, price changes, issued invoices, settings changes. Read-only record of who did what and when.
Click Refresh to load the audit log.
Customer Links
One-time migration. Links every existing sale, payment, project and quotation to its customer by exact name match, so customer history shows from hard ID links instead of fuzzy name guessing. Safe to run more than once — it never creates duplicates. Records whose name doesn't exactly match a customer stay unlinked (you can link those manually).
Employees
0 employee(s)
Not Yet Added — users in LOGIN sheet without an Employee record
My Imprest
My ID Card
Tip: choose Horizontal for wallet/business-card use, Vertical for WhatsApp profile / lanyard.