Overview
This guide documents all active modules in the left sidebar: Business, Setup, Configuration, and Security. Each section explains what the screen does and how to use it in daily operations.
Dashboard
- Shows store-wise totals for customers and orders.
- Quick Stats displays order status counts.
- Orders Trend shows last 7 days activity.
Stores
- Create and manage store records.
- Assign store users for access control.
- Each store has its own customers, orders, and settings.
Customers
- Create customers with name, phone, address, and GST details (optional).
- Search by name or mobile number.
- Deactivate/reactivate customers as needed.
Orders
- Select customer first.
- Add items, services, quantities, and attributes.
- Review subtotal, discounts, tax, and total.
- Update status as order moves from workshop to delivery.
- Delivered status completes the order.
Categories
- Define categories like Men, Women, Household.
- Categories group items for pricing rules.
Attributes
- Create attributes such as Color, Defects, Brand.
- Attributes can add fees or be required fields.
- Attach attributes to items for order-level capture.
Services
- Create services like Dry Cleaning, Wash & Iron.
- Services are used in pricing and order creation.
Items
- Create items under categories (e.g., Shirt, Saree).
- Assign default attributes and services if needed.
Prices
- Set prices for item + service combinations.
- Ensure correct store is selected before editing.
App Settings
- Store name and basic preferences.
- Branding and display defaults.
- Order prefix and start number.
- Delivery days, urgent rules, discounts.
- Tax name, type, and rate.
- Enable fields and sort order.
- Preview and print label layouts.
Countries & States
- Manage location lists used in customer addresses.
- Enable/disable specific countries or states.
Users
- Create users and assign them to stores.
- Deactivate users if access should be revoked.
Roles
- Roles control permissions for modules.
- Assign roles to users for access control.
- Store and workshop flows are fully permission-driven. If a screen shows Access Denied, check role permission mapping first.
Store Admin Guide
Store Admin works on store-side operations: customer onboarding, order creation, payment link flow, order tracking, process panels, and store users.
- Check selected store from top bar (or fixed store label if only one store).
- Create customer from Customers page or directly inside order creation.
- Create order from
/admin/orders/createor KG flow/admin/orders/create-kg. - Confirm order and send payment link (active gateway based).
- Track order and item statuses from Orders list/detail pages.
- Customers (search, create, update, wallet credit, package sale/recharge).
- Orders (status updates, tentative date, item status, print invoice/tag).
- Process Items (
/admin/process/items) with search+scan (scan barcode and press Enter in search), left-to-right move, and action validation. - Send to Workshop flow captures
Vehicle NumberandDriver Name, and creates challan tracking. - Settings: order, tax, payment gateway, label, and other store-level configs.
- Tools: migration, migration mappings, logs, Interakt WhatsApp test panel.
- Store Admin should only see and work on current store data.
- If user has one store only, that store should remain auto-selected in session.
- Removing store mapping should not hard-delete user from global users table.
- Migration tool now provides downloadable skipped-rows CSV with
Source File,Step,Line No,Order No, andReason.
Workshop Admin Guide
Workshop Admin manages workshop execution: item processing stages, workstation assignment, workshop users/staff, and workshop-side order progression.
- Switch to correct workshop context (if user has multiple workshops).
- Open Workshop Items panel
/admin/workshop/items. - Use tab-wise stage movement and barcode/QR scan for fast status update.
Packedstage supports dispatch meta (Vehicle Number,Driver Name) and Send to Store action.- Store filter and single-store validation are enforced for Send to Store dispatch to prevent mixed-store transfer.
- Update order/item status through unified status update action.
- Completed/Delivered records should remain read-only for status changes.
- Workshops: create/update/toggle workshop.
- Workshop Users: assign, toggle active, remove workshop mapping.
- Workstations + Staff mapping.
- Workshop Orders list/detail and item workstation assignment.
- Workshop Orders supports natural order sorting (e.g.
S1, S2, S10). - Workshop Orders Print List includes overdue-first + nearest tentative priority with columns: Order, Store, Customer, Item, Service, Created, Tentative, QR, Remarks.
- Workshop status endpoints:
/admin/workshop/itemsand/admin/workshop/update-status.
- Access is controlled by role permission and workshop/store mapping together.
- If workshop_admin gets Access Denied on all pages, verify assigned permissions and current workshop session.
- Challan views are available from
/admin/challanswith print support for dispatch tracking.
Tag Design & Printing
- Configure fields to print and their order.
- Use live preview to validate spacing.
- Print labels directly using the print button.
Troubleshooting
- If data does not load, refresh and re-open the page.
- For print issues, verify driver and label size.
- Contact admin for password reset or access issues.