Databridgecrm Billingpos Documentation

🔹 Total Sales
(Shows total sales amount for selected period)

🔹 Total Purchase
(Displays total purchase value)

🔹 Total Income
(Shows overall profit or income generated)

🔹 Total Expense
(Displays total recorded expenses)

🔹 Revenue Graph
(Shows monthly profit/loss visualization)

🔹 Year Filter
(Used to change financial year view)

🔹 Low Stock Panel
(Shows products that are below alert quantity)

POS Billing Process – Step-by-Step Guide

Step 1: Open POS Module

Navigate to:
Sales → POS

Step 2: Verify Invoice Details

The Invoice Number (Serial No.) is auto-generated for each new bill.

Select or confirm the Billing Date.

Step 3: Select Customer

Choose the customer from the dropdown list.
If the customer has any previous outstanding balance, the Due Amount will automatically be displayed.

Step 4: Select Product

From the product panel (right side), click on the desired product to add it to the invoice.

Step 5: Adjust Quantity

Use the (+ / –) buttons to increase or decrease the product quantity.

Step 6: Apply GST (Tax)

Select the applicable GST rate from the dropdown menu.
The tax amount will be calculated automatically.

Step 7: Apply Discount (If Required)

You can apply:

Flat Amount Discount (₹)
or

Percentage Discount (%)

The total amount will update automatically.

Step 8: Enter Receive Amount

Enter the amount received from the customer in the Receive Amount field.
If the full amount is not received, the remaining balance will appear as Due Amount.

Step 9: Select Payment Type

Choose the payment method such as:

Cash

UPI

PhonePe

Card
etc.

Step 10: Save Invoice

Click on the Save button to generate the invoice.

Step 11: Invoice Generation

The invoice will be generated in PDF format.

If full payment is not received, the remaining balance will be recorded as Due Amount under the customer account.

- The invoice will be generated in PDF format.

- If full payment is not received, the remaining balance will be recorded as Due Amount under the customer account.

🔹 Select Supplier
(Choose supplier for return)

🔹 Select Products
(Choose products to return)

🔹 Adjust Due
(Adjust return amount in supplier due)

Click Save to finalize the purchase entry.

✔ Stock will be updated automatically
✔ Supplier due amount will be updated
✔ Purchase invoice will be recorded

Navigate to Purchase List

PURCHASE RETURN – Step-by-Step Process

ADD PRODUCT – Step-by-Step Process

CATEGORY MANAGEMENT

BULK UPLOAD

Products → Bulk Upload

Steps:

Download sample Excel format

Fill product details in sheet

Upload file

Submit

✔ Multiple products can be added at once
✔ Saves time for large inventory

- Download sample Excel format
- Fill product details in sheet

PRINT LABELS
(Print barcode or product labels)

Warehouse List
Manage multiple warehouses and track stock branch-wise.

Step 1: Enter Warehouse Details

Enter Warehouse Name
Enter warehouse address (if applicable)
Add contact details (optional)

Step 2: Select Branch

Choose the branch from dropdown to link the warehouse.

✔ Each warehouse can be assigned to a specific branch
✔ Helps in branch-wise stock tracking

Step 3: Save Warehouse

Click Save to create the warehouse.

✔ Warehouse will be added to the system
✔ It will appear in stock transfer and inventory modules

📝 Manage all products including price, stock, category and brand details.

🔹 Add Product
(Create new product)

🔹 Category
(Manage product categories)

🔹 Brand
(Manage product brands)

🔹 Model
(Add product model details)

🔹 Variation
(Add size, color or variation options)

🔹 Unit
(Set unit like piece, kg etc.)

🔹 Bulk Upload
(Add products via Excel file)

🔹 Print Labels
(Print barcode or product labels)

🔹 Expired Products
(View expired items list)

🔹 Add Warehouse
(Create new warehouse)

🔹 Select Branch
(Link warehouse with branch)

🔹 Stock View
(View warehouse stock details)

🔹 All Stock
(View complete stock)

🔹 Low Stock
(View products below alert level)

🔹 Expired Products
(View expired items)

🔹 Transfer
(Move stock between branches)

🔹 From Branch
(Select source branch)

🔹 To Branch
(Select destination branch)

🔹 Transfer History
(View past transfers)

🔹 Branch List
(View all branches)

🔹 Role & Permissions
(Assign access rights to users)

🔹 Add Customer
(Add new customer to system)

🔹 Customer Type
(Set customer category like retailer or wholesaler)

🔹 Due Amount
(View customers with pending payment)

🔹 Edit / Delete
(Update or remove customer profile)

Step-by-Step Process to Add Customer
➤ Step 1: Go to Customer Section

Dashboard > Customers > Add Customer

(Open the Add Customer form to create a new customer profile.)

➤ Step 2: Enter Customer Name

(Customer Name field)

Enter the full name of the customer or business.

➤ Step 3: Enter Phone Number

(Phone Number field)

Provide a valid mobile number for billing and contact purposes.

➤ Step 4: Select Party Type

(Party Type dropdown)

Choose customer category:

• Customer
• Dealer
• Wholesaler

(This helps in pricing, reporting and due classification.)

➤ Step 5: Set Opening Balance

(Balance field)

Enter the existing balance amount (if any).

Then choose balance type:

• Due → Customer has to pay you
• Advance → You owe the customer

➤ Step 6: Set Party Credit Limit

(Party Credit Limit field – Optional)

Define the maximum credit amount allowed for this customer.

(System can restrict billing beyond this limit.)

➤ Step 7: Upload Customer Image (Optional)

(Image upload section)

Drag & drop or browse image (PNG / JPG).

(Useful for easy identification.)

➤ Step 8: Enter Billing Address

Click Billing Address section and fill:

• Address Line
• City
• State
• Zip Code
• Country

(Used for invoice printing and GST billing.)

➤ Step 9: Save Customer

Click Save / Submit button.

Customer will now appear in Customer List.

🔹 Step-by-Step Process to Add Supplier
➤ Step 1: Go to Supplier Section

Dashboard > Suppliers > Add Supplier

(Open the Add Supplier form.)

➤ Step 2: Enter Supplier Name

(Supplier Name field)

Enter the company name or supplier’s full name.

➤ Step 3: Enter Contact Details

• Phone Number
• Email Address

(Used for communication and purchase records.)

➤ Step 4: Set Supplier Type

Select type if available (Supplier / Distributor / Dealer).

(Helps in classification and reporting.)

➤ Step 5: Enter Opening Balance

(Balance field)

Enter existing payable amount if any.

Select balance type:

• Due → You have to pay supplier
• Advance → Supplier owes you

➤ Step 6: Set Credit Limit (Optional)

Define maximum purchase credit allowed from this supplier.

➤ Step 7: Add Address Details

Fill:

• Address Line
• City
• State
• Zip Code
• Country

(Required for purchase invoices and GST compliance.)

➤ Step 8: Upload Image (Optional)

Add supplier logo/photo for identification.

➤ Step 9: Save Supplier

Click Save / Submit button.

Supplier will now appear in Supplier List.

🔹 All Due

(View complete list of all pending dues including customers and suppliers.)

🔹 Customer Due

(Displays only customers who have outstanding payment.)

🔹 Dealer Due

(Shows pending balances of dealer-type customers.)

🔹 Wholesaler Due

(View dues specifically for wholesaler category customers.)

🔹 Supplier Due

(Track outstanding payments that you need to pay to suppliers.)

🔹 Search & Filter

(Quickly find a specific party using name, phone number, or type filter.)

🔹 Action Menu (⋮)

(Receive payment, adjust due amount, or view transaction history.)

🔹 Sales Report

(View invoice-wise sales details including total, discount, paid, due, VAT, and payment type.)

🔹 Sales Return Report

(Track returned sales and adjusted invoice amounts.)

🔹 Purchase Report

(Monitor all purchase transactions with supplier details.)

🔹 Purchase Return Report

(View returned purchase entries and stock adjustments.)

🔹 Tax Report

(Generate GST/VAT based reports for accounting and compliance.)

🔹 Income Report

(Track total income generated from sales and other sources.)

🔹 Expense Report

(View all business expenses recorded in the system.)

🔹 Current Stock Report

(Check real-time stock quantity for all products.)

🔹 Customer Due Report

(Generate report of all customer pending balances.)

🔹 Supplier Due Report

(View total outstanding supplier payments.)

🔹 Due Transaction Report

(Track payment history and due adjustments.)

🔹 Subscription Report

(Monitor plan details, expiry date, and subscription status.)

🔹 General Settings

(Update company name, logo, contact details, and basic configuration.)

🔹 Notifications

(Enable or disable system alerts and important updates.)

🔹 User Role

(Create roles and assign permissions to staff members.)

🔹 Role & Permission

(Control access level for different users in the system.)

🔹 Currencies

(Set default currency and manage currency settings.)

🔹 Payment Type

(Add or manage available payment methods like Cash, UPI, Card, etc.)