Phone app: Home

Everything this phone screen can show, in the app’s own words. A “…” is a name, number or date filled in at the time.

• Insights — What the shop’s figures are saying — sales, dues, stock.
• Reports — Sales, money, GST and stock figures for a period.
• Parties — Customers and suppliers.
• Salesmen and targets — Owner: each salesman’s sales against their target.
• My target — Your sales against your target this month.
• My shops today — The shops on your round today.
• My day — Your day’s bills, collections and cash to hand over.
• Help — Help and support.
• Tutorials — Short videos on using the phone.
• Settings — The phone’s settings.
• Bill — The purchase bill it came on.
• Purchase — The purchase price of one unit.
• Estimate — Make an estimate (quotation).
• Expense — Enter an expense.
• Sale challan — Send goods on a challan.
• Receipt — Money coming in.
• Payment — Money going out.
• Order — The order of the columns, left to right.
• Prescription — Attach a prescription.
• New bill — Make a sale bill.
• Receive — Record money received from a customer.
• Create — Make a new document.
• Quick access — Shortcuts to what you use most.
• Credit bill — Udhaar. The amount goes on the customer’s account until they pay — so it needs a named customer, not a walk-in.
• Walk-in — A bill for a cash customer.
• Quotation — Show the quotations card on the dashboard.
• Goods back — Goods a customer returned.
• Purchase bill — Enter a supplier’s bill.
• Paid out — Record money paid out — to a supplier or an expense.
• Entered on this phone today — What was entered on this phone today.
• Billed — Challans already turned into a sale bill.
• … bills — How many bills.
• Collected — Money collected.
• Cash to hand over — Cash collected on this phone, to hand to the shop.
• … more in My day — More in My day.
• All — Shows everything, with no filter.
• … sold · no targets set — Sales; no targets are set.
• … of … · …% — Sales against the target, and the percentage reached.
• … left to the team target — Sales still needed to reach the team’s target.
• At this pace … by month end - on track — At today’s pace the target will be reached.
• At this pace … by month end - … short — At today’s pace the month ends short of the target by this much.
• … more in All — More in the full list.
• Target reached — The target is reached.
• … left — Lines the text up on the left.
• Today's round — Your round of shops today.
• Today's business — Today’s sales and collections.