Analytics Dashboard
Running Low
Orders
| Order # | Party | SO | Amount | Date |
|---|
Items Master
| Item Name | Code | HSN | CAT | Unit | Buy ₹ | Sell ₹ | Margin | GST | GST Type | Status | Actions |
|---|
Add Item
Your own reference. Used to match rows when importing.
Warn when stock falls to this level. Blank means only warn at zero.
Distributor
Item Detail
Manage Categories
Manage Units
Tick the units your business uses. Only these appear when adding an item, and only these go into the import template. All 45 are the official GST codes.
Doctor / HCP Master
| Doctor | Specialisation | Hospital | Tier | MR | City | Location | Actions |
|---|
Recommend a Doctor Visit
Add Gift Item
Issue Gift Items to MR
Add Doctor
Log Doctor Visit (DCR)
Issue Samples to MR
🏬 Customers
Customer
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Add Customer
🚚 Distributors
Assign Sales Officers to each party to control which distributors they can access.
| Name | Type | Supplier | Assigned SOs | GSTIN | Phone | City |
|---|
Add Distributor
Tick this for your own shops and godowns. Stock sent to them is an internal transfer, not a sale — so it is left out of revenue, out of money owed to you, and out of your GST return. Leave it unticked for a franchisee, who is a real customer.
Stand at the shop and tap Capture GPS.
Optional. Shrunk automatically before uploading.
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🛒 SO Orders
| Date | Invoice | Customer | SO | Distributor | Amount | Status | Actions |
|---|
New Order
Order
🧾 Invoices
| Date | Invoice # | Type | Seller | Buyer | Taxable | GST | Net | Due | Status |
|---|
New Sales Invoice
| Item | Qty | Rate | Tax % | Amount |
|---|
Net Amount: ₹0.00
Export Invoices
New Scheme
New Credit Note
Select the original sale invoice first — its actual items and rates are pulled in automatically.
💰 Payments
| Date | Party | Invoice | Amount | Mode | Ref |
|---|
Record Payment
📊 Stock
Read-only — updates automatically from Orders (deducts) and Invoices (adds). There's no manual adjustment yet.
| Party | Item | Qty on Hand | Unit | Last Updated |
|---|
⏳ Near-Expiry Alerts
Batches expiring within the selected window, soonest first — across every party you can see.
| Party | Item | Batch | Qty | Unit | Expiry | Days Left |
|---|
Batches
Add Beat
Live Team Location
Updates every 2 minutes when an SO's app is open. Tap a name to see today's route.
Give Advance
Identify Distributor Prospect
🛍️ Purchases
Record goods bought from a supplier. This is what puts stock IN and gives you a real cost, so profit and stock figures are true.
| Item | Qty | Cost ₹ | Batch | Expiry | Amount |
|---|
🚛 Delivery Challan
Moving stock between your own shops under one GSTIN is not a sale, so it travels on a delivery challan, not a tax invoice. Stock leaves the sending shop now, and arrives only when the receiving shop acknowledges it.
| Item | Qty | UOM | Value ₹ | Batch | Expiry | Amount |
|---|
🛒 Counter Billing
| Item | Qty | Rate | Amount | |
|---|---|---|---|---|
| Scan an item to begin. | ||||
Printing comes next. The bill is saved to your books.
🛡️ Audit Trail
Every change to your records, with what it was and what it became. Required by law and cannot be switched off.
| # | When | Who | Action | What happened | What changed |
|---|---|---|---|---|---|
| Click Load to view. | |||||
⚖️ Trial Balance
| Party | Type | Balance |
|---|---|---|
| Click "Load Trial Balance" to view. | ||
📖 Day Book
| Party | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| Pick a date and click Load. | ||||
📋 Party Statement
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| Select a party and click Load Statement. | ||||
Employees (0)
Add Employee
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Territories
A geography tree (Zone → State → District → City → Beat), separate from who reports to whom. Employees get assigned to a node here, from their own Edit screen.
Permissions
Configure exactly which modules each Designation can see by default, and override that for one specific employee if needed. Anything you leave unset here keeps working exactly as it does today — this only changes something once you explicitly set it.
⏰ Ageing
| Invoice # | Party | Date | Due | Days |
|---|---|---|---|---|
| Click "Load Ageing" to view. | ||||
🧾 GSTR-1 Summary
HSN Summary
| Section | HSN | UQC | Tax % | Qty | Taxable | CGST | SGST | IGST |
|---|---|---|---|---|---|---|---|---|
| Pick a month/year and click Load. | ||||||||
Table 4A — B2B (rate-wise)
| GSTIN | Invoice # | Date | Party | Inv Value | Place of Supply | RCM | Rate | Taxable | CGST | SGST | IGST |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pick a month/year and click Load. | |||||||||||
Table 5 — B2C Large (inter-state, above ₹1,00,000)
| Invoice # | Date | Inv Value | Place of Supply | Rate | Taxable | IGST |
|---|---|---|---|---|---|---|
| Pick a month/year and click Load. | ||||||
Table 7 — B2C Small (consolidated)
| Section | Place of Supply | Rate | Taxable | CGST | SGST | IGST |
|---|---|---|---|---|---|---|
| Pick a month/year and click Load. | ||||||
Table 13 — Documents Issued
| Series | From | To | Issued | Cancelled |
|---|---|---|---|---|
| Pick a month/year and click Load. | ||||
All Invoices — register
| Invoice # | Date | Party | GSTIN | Section | Place of Supply | Taxable | CGST | SGST | IGST | Total |
|---|---|---|---|---|---|---|---|---|---|---|
| Pick a month/year and click Load. | ||||||||||
📈 Profit and Loss
Sales (their Orders) minus Purchases (Invoices issued to them) for the selected month — does not yet account for opening/closing stock valuation.
Scheme Management
| Name | Type | Applies To | Scope | Valid | Status | Actions |
|---|
Company Settings
Shown on printed invoices, reports, and appointment/contract documents.
Once a period is filed, set this to its last day. Nobody but the owner can then save an invoice, payment, purchase or challan dated within it, and any owner override is recorded in the Audit Trail. Leave blank while you are still working freely.
Leave this on if your shop sometimes sells goods before the purchase bill is entered. Switch it off to stop a sale the stock cannot cover — useful once your stock figures are reliable.
E-Invoice Integration (WhiteBooks GSP)
Mandatory for B2B invoices if your turnover exceeds ₹5 Crore. Each client configures their own WhiteBooks credentials — no code change needed per client.
Company Info
Display Settings
Just your own preference on this device — doesn't change anyone else's screen.
Account Security
Software Designed and Developed by
Plan & Subscription
Contact for More Features
Want more user seats, additional modules, or a plan upgrade? Reach out directly.
Help Topics
Video walkthroughs for these and other topics are coming soon.