Retail features – what they do and how they help your business
This guide describes each retail-focused feature in simple language: catalog, daily sales, multi-location, reports, clients, bank and tax, orders, and discounts.
Products & product categories
One catalog for all your SKUs and promotions
- Single product list with names, categories, and pricing so every invoice and report is consistent
- Categories (e.g. Apparel, Electronics, Grocery) for filtering the catalog and running reports by type
- Same catalog for orders, invoices, and reports so pricing is always consistent
- Define each product once; pick from catalog on orders and invoices to cut data entry errors
- Answer “how much did we sell in Electronics this quarter?” or “which category drives the most revenue?”
Why it matters
Products and categories become the single source of truth for what you sell. One place for SKUs, categories, and promotions so staff stay aligned and reporting stays accurate.
Invoices & payments
Daily sales with correct tax and every payment tracked
- Professional invoices with tax (GST/VAT) and bank details so customers see a clear breakdown
- Record payments by method (card, bank transfer, cash) and link to invoice(s)
- Client balance and invoice status update automatically—always know what’s paid and what’s overdue
- Create invoice from order or scratch; add products from catalog so billing stays fast and correct
- Split one payment across multiple invoices or apply multiple payments to one invoice to match real-world behaviour
Why it matters
Daily sales need fast, correct billing and clear “what’s due?” visibility. The system applies the right tax so you stay compliant while the client ledger stays current.
Reports — sales by product, category, month
Bestsellers, trends, and buying decisions from one place
- Sales by product: revenue and quantity per SKU so you see top performers and slow movers
- Sales by product category: compare categories and plan range
- Sales by month, quarter, and year for trends and seasonality
- Filter by date range, category, or product and export for analysis
- Same data as your invoices and orders—answer “Which products grew this quarter?” or “How did we do by month?”
Why it matters
Get bestsellers, trends, and buying decisions from data. Supports range reviews, reordering, and target setting with reports that leadership and finance can trust.
Clients & client ledger
Credit sales and collections in one place
- One record per client with contact, address, and payment terms
- Client ledger shows all invoices, payments, credit notes, and debit notes per client with current balance and ageing (e.g. 30, 60, 90 days overdue)
- See what’s due and what’s overdue without hunting through spreadsheets
- Orders and invoices linked to the client; from the client screen you see full history
- Supports sales (relationship, follow-up) and finance (receivables, collections)
Why it matters
For credit sales (e.g. B2B or loyal customers), know who owes what and prioritise collections. One view per customer: what was billed, paid, adjusted, and overdue.
Bank accounts & account transfers
Till and bank reconciliation without the mess
- All company bank accounts in one list (name, number, sort code, currency)
- Tag payments and receipts to the right bank account so you know where money went
- Record transfers between accounts or between branches with from-account, to-account, amount, and date
- Both sides update so no money is double-counted or lost—clear audit trail for every movement
- Reports and reconciliation show balance and movement per account
Why it matters
Till and bank need to match. When you move cash from till to bank or between branch accounts, record a transfer for a clear audit trail and simpler reconciliation.
Tax settings & GST and tax reports
Compliant billing and filing with GST and tax reports
- Configure tax treatment (e.g. GST, VAT) and tax rates once in organization settings
- Invoices use these settings so tax is calculated correctly on every invoice
- Tax reports (e.g. Taxes by Month, GST Summary) show tax collected and paid by period for compliance and filing
- App calculates taxable amount, tax amount, and total automatically
- Supports GST and VAT treatment (e.g. GSTIN/VATIN) in settings
Why it matters
Compliant billing and filing need correct tax on every invoice and clear reports for authorities. No need to pull data from multiple places—app supports filing returns and answering audits.
Orders
Orders linked to invoices and fulfilment
- Sales orders with line items, quantities, and prices; track status (e.g. confirmed, in progress, shipped, fulfilled)
- Create invoice from the order so you bill only what was ordered and keep a clear link
- Link shipment to the order so fulfilment and order stay in sync
- One path: order → invoice → payment, and order → shipment → delivery
- See which orders are open, invoiced, or fulfilled—nothing missed or double-billed
Why it matters
Orders are the record of “what the customer ordered” and “where it stands.” From order to invoice to delivery in one flow, so nothing is lost between sale and delivery.
Discounts
Promotions and markdowns on every invoice
- Discount master with name, type (percentage or flat), value, and optional discount code
- Apply discounts on invoices—per line item or at document level—so promotions are consistent and traceable
- Define discounts once (e.g. “10% off” or “₹50 off”); apply so the customer sees the discount and the total is correct
- Per-item or document-level support for “buy 2 get 10% off” or “order over ₹1000 get 5% off”
- Discount list keeps descriptions and codes consistent; reporting shows how much was discounted in a period
Why it matters
Promotions and markdowns are part of daily retail. Define discounts once, apply on every invoice, and run promotions without the manual math while keeping reporting consistent.
Run your retail billing and inventory in one system.
Products, invoices, multi-location stock, reports, client ledger, bank and tax, orders, and discounts—all in one place.