Every screen in the app

Start from a template

A new workspace begins here. A template makes the tables a kind of business runs on — products, customers, orders, the lines on each bill — with the columns already typed.

1. Pick the template nearest your business. The Ecommerce suite and Order Management both make the three tables the billing station needs.
2. Tables can be renamed and columns added later; nothing here is final.
3. The dashboard's setup checklist then walks you through the first week.

Dashboard

The shop at a glance: this month's sales against last, orders, customers, products, receivables and what is low on stock — worked out from your own tables, not typed in.

1. Set up your shop: six first-week steps, ticked from the data as you do them. Hide puts it away; Settings › Business brings it back.
2. Receivables: what customers owe in all, and the five who owe most. Open one for the statement.
3. Low stock: products at or below their reorder level, with a box to say how many arrived. No reorder level yet? The card adds the column.
4. Customise: owners and admins can add counters, sums and breakdowns over any table.

Billing station

The counter. Search or scan a product, tap it onto the bill, take the money, print. Every bill is a row in your Orders table with its lines in Order Items, and stock moves as you sell.

1. Search by name or SKU, or scan a barcode; the chips narrow by category. Low stock shows only what is at or below its reorder level.
2. The ⋯ on a product: mark it out of stock, update the count, or Restock with what arrived.
3. Hold parks a bill and starts another. Quotation saves the cart as a QT- order that moves no stock until it is converted.
4. Checkout writes the bill. Paid or unpaid is the payment status; unpaid bills appear under Receivables.
5. After checkout: print the bill, or print it as a quotation, proforma or delivery note. Expense notes a payment out of the drawer.
6. Website orders opens what customers placed online, to correct before packing.

• Offline, a new bill is kept on this device and sent when the connection returns; editing an existing bill needs a connection.

Orders

Every bill in one place — the counter's and the website's — with its total, payment and delivery status.

1. Search by number or customer; Unpaid narrows to what is owed.
2. Edit in billing opens the bill on the counter: the row keeps its number and Checkout there updates it.
3. Invoice prints it. Documents prints the same bill as a quotation, proforma or delivery note.
4. Return: pick lines and quantities, say why and how the money goes back. Stock returns, the bill shrinks, a credit note prints.
5. A QT- row is a quotation: Convert to order gives it an SO- number and takes the stock.
6. Changing a bill's delivery status texts the customer once per moment — packed, shipped, delivered — when that is switched on under Website › Settings.

Receivables

Who owes what. Every customer with an open bill, largest first; open one for the statement, and take money against it.

1. The list: open bills, how old the oldest is, the last payment, the amount outstanding. Search by name or phone.
2. The statement: every bill and payment in date order with the balance after each. Print statement gives a page with your identity for WhatsApp or paper.
3. Record a payment: cash, bank or wallet, the amount, a note. It settles the oldest bills first, marks the ones it covers Paid, and keeps anything over on account.
4. Payments are rows in a Payments table made on first use, one per bill settled, sharing a receipt number.
5. A credit note given against a paid bill also lands here as credit.

Reports

How did we do. Sales, products, customers, profit, the day's cash and the stock on hand, over a range you pick, every table exportable.

1. Sales: net by day (or month past two months), by payment status, by source — website against the counter. Cancelled and refunded bills are left out and said so.
2. Products: units, orders and revenue per product with stock left; best and slowest named.
3. Customers: revenue per customer, new against returning, walk-ins.
4. Profit: net sales, less the cost of goods (units × the products table's cost price), less expenses in the range.
5. Day close: cash sales, online sales, cash received, cash paid out; the expected drawer against the counted one, signed.
6. Stock: units on hand, value at cost and at price, out of stock and low.

• A report is a link: the range and the tab are in the address, so it can be bookmarked or sent.

Your website

The shop online: pages built from sections, a catalogue with ordering, and the settings that decide how an order is taken and what customers are told.

1. Pages and sections: drag sections onto a page — banner, shop by category, shop by price, featured products, campaign. The preview is the site itself reading your unsaved draft; Publish makes it live.
2. Settings › Checkout: cash on delivery, wallets, delivery timing by method, and the alerts sent when an order arrives (a text to you, an email, a text to the customer).
3. Settings › When an order moves: which moments text the customer — packed, shipped with the courier and tracking number, delivered, cancelled.
4. Settings › Campaign: an offer for customers who buy a target amount in a window, with their progress shown on their own page.
5. Wholesale: gate the catalogue so only approved customers see prices and order.

Customer inbox

Every conversation with a customer — from your website's chat, Messenger and Instagram when connected — in one place, with replies, saved replies and the automatic ones.

1. A conversation shows who the customer is and what they bought; New order starts a bill for them.
2. Auto replies answer 'where is my order?' when the customer gives the order number and their phone, send a payment link for an unpaid bill, and say when a parcel is handed to a courier.
3. After-hours replies say when you open next; escalation nudges you again when a message waits unopened.

Contacts

Your customers as the shop knows them — who they are, what they bought, whether it left the valley — and the people who asked for wholesale access.

1. Open a customer for their bills and where each one is.
2. Approve or reject wholesale requests; an approved customer signs in to the gated catalogue with their email or phone.

Team chat

A room for the people in this workspace — the counter, the godown, the owner — separate from customer conversations.

1. Messages stay with the workspace; a colleague invited later can read what was said.
2. For customers, use the Inbox.

Settings

Your business as it appears everywhere, your team, and every connection the shop uses.

1. Business: name, address, phone, logo and PAN — on every bill and on the site. VAT-registered turns bills into tax invoices numbered through the fiscal year; prices can include VAT or not.
2. Team: invite colleagues; members enter data, admins and owners change tables and settings.
3. API: the three accounts you hold with somebody else. Message API is the SMS gateway — SpellCPaaS needs the key, the username and the password together; email needs a Resend-style key. Payment API is eSewa and the others. Delivery API is NCM, Pathao or your own courier.
4. Data: download everything as one zip, and restore it into an empty workspace.
5. MCP: connect this workspace to Claude, ChatGPT, Codex or your editor, and it can add products, answer how the day went and post to your site. Most apps need only the server URL — press Connect in the app and approve the workspace here, with no key at all. For an app without a Connect button, pick it on the page and it shows the values that app asks for; the key is shown once. Both are revoked here too.
6. The setup checklist can be brought back to the dashboard from Business.

Invoice designer

How a bill looks when it prints: the template, the logo, the columns, the words. What you see here is exactly the print.

1. Retail is an A4 bill with line photos; Thermal is a till roll (58 or 80 mm) with a service charge and VAT; Classic prints any table's row.
2. Type the title, the signature line and the footer where they appear.
3. Switches, not layouts: a shop with no tax should have no tax row; one selling services wants no photos.
4. A VAT-registered shop's bills are tax invoices whatever the template; that is set under Settings › Business.

Audit log

Every operation in the workspace, written by the database itself — tables made or renamed, rows added, edited or deleted, members and roles, integrations — so it cannot be forged or erased from the app.

1. Owners and admins only.
2. Provider keys never appear in it.

Your account

Your name, your sign-in, your notifications — yours, not the workspace's.

1. Change your name and password here.
2. Workspace-wide things live under Settings.

Trash

Rows and tables deleted in the last day, waiting to be put back or let go.

1. Restore puts a row or a whole table back exactly where it was.
2. Anything here for at least 24 hours is removed for good by the nightly sweep. The time shown is the earliest that can happen, not a promise of when.

Printing a document

The row as paper: an invoice from a bill, or any table's row on the classic layout, with your identity at the top.

1. Print / Save as PDF opens the browser's print dialog; choose Save as PDF to send it on WhatsApp.
2. A bill prints as an invoice, a quotation (valid until a date), a proforma or a delivery note (quantities, no prices, a line to sign) — the switcher is beside the print button.
3. For a VAT-registered shop the invoice is a tax invoice with a sequence number; the second print says copy of original.
4. Ink is black on white here whatever your theme.

A table

A grid over one of your tables: rows, columns with types, search, filter, sort, saved views, import and export.

1. Add a row with + Add row or open one to edit it in a form. Link columns point at rows of another table; select columns hold options.
2. Import & Build reads a CSV or Excel file, builds the columns from it and reviews the rows before they land.
3. Export writes the table as CSV, linked rows named rather than numbered.
4. Views keep a filter, sort and colour; a select column's options can become tabs.
5. Deleted rows go to the Trash for a day.
6. Saving a row on an Orders table also asks: did stock move, did the customer's order reach a moment worth texting.