User Manual
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GST Genie - Foods n Beverages Android Tablet Application User Manual Version 1.0 WeP Solutions Limited Contents Table of Figures ....................................................................................................................................... 4 1. Login Screen .................................................................................................................................... 5 1.1 WeP Logo – on top left corner ................................................................................................ 6 2. Owner’s Details Screen ....................................................................................................................... 7 3. Home Screen ....................................................................................................................................... 9 3.1 Dine In ......................................................................................................................................... 10 3.1.1 Table Booking ....................................................................................................................... 12 3.1.2 Table Status .......................................................................................................................... 13 3.1.3 Dine in Billing Screen............................................................................................................ 14 3.1.3.1 Load KOT ........................................................................................................................... 17 3.1.3.2 Modify KOT ....................................................................................................................... 18 3.1.3.3 Re Print KOT ...................................................................................................................... 18 3.1.3.4 Shift Table ......................................................................................................................... 19 3.1.3.5Merge Table ....................................................................................................................... 20 3.2 Counter Sales .............................................................................................................................. 22 3.3 Take Away ................................................................................................................................... 24 3.3.1 Pickup Status ........................................................................................................................ 27 3.4 Home Delivery............................................................................................................................. 29 3.4.1 Delivery Status ..................................................................................................................... 32 3.4.2 COD Settlement ................................................................................................................... 34 3.4.3 Delete Bill ............................................................................................................................. 35 3.4.4 Re Print Bill ........................................................................................................................... 35 3.5 Making Payments........................................................................................................................ 36 3.5.1 MSwipe Payments................................................................................................................ 38 3.5.2 Wallet Payments .................................................................................................................. 43 3.5.3 Credit Customer ................................................................................................................... 46 3.5.3.1 If credit amount is less than the amount to pay ............................................................... 47 3.5.4 Discount ............................................................................................................................... 48 3.5.5 Coupon ................................................................................................................................. 49 1 WeP Solutions Limited 3.6 Payment/Receipt ........................................................................................................................ 50 3.7 Masters ....................................................................................................................................... 51 3.7.1 Configuration Screen ........................................................................................................... 51 3.7.1.1 Department ....................................................................................................................... 52 3.7.1.2 Category ............................................................................................................................ 53 3.7.1.3 Kitchen .............................................................................................................................. 54 3.7.1.4 Payment/Receipt .............................................................................................................. 55 3.7.1.5 Discount ............................................................................................................................ 56 3.7.1.6 Coupon .............................................................................................................................. 57 3.7.1.7 Other Charges ................................................................................................................... 58 3.7.2 Outward Supply Items ......................................................................................................... 59 3.7.2.1 Configuring Barcode Scanner (Recommended) ................................................................ 62 3.7.3 Price & Stock ........................................................................................................................ 63 3.7.4 Inward Management ........................................................................................................... 64 3.7.4.1 Supplier Details ................................................................................................................. 64 3.7.4.2 Inward Item Masters ......................................................................................................... 66 3.7.4.3 Supplier Item Linkage........................................................................................................ 67 3.7.4.4 Inward Price & Stock ......................................................................................................... 70 3.7.4.5 Purchase Order ................................................................................................................. 71 3.7.4.6 Goods Inward Note ........................................................................................................... 73 3.7.4.7 Ingredient Management ................................................................................................... 75 3.7.5 Payment Mode Configuration.............................................................................................. 77 3.7.6 Add Role ............................................................................................................................... 78 3.7.7User management ................................................................................................................ 79 3.7.8 Customers ............................................................................................................................ 81 3.7.9 Settings................................................................................................................................. 82 3.7.9.1 Header Footer ................................................................................................................... 83 3.7.9.2 Price .................................................................................................................................. 84 3.7.9.3 Owner Detail ..................................................................................................................... 85 3.7.9.4 Other ................................................................................................................................. 87 3.7.9.5 GST .................................................................................................................................... 90 2 WeP Solutions Limited 3.7.9.6 Machine ............................................................................................................................ 91 3.7.9.7 Print ................................................................................................................................... 92 4. Reports ......................................................................................................................................... 93 4.1 Sales Report ............................................................................................................................ 93 4.2 Inventory Report ..................................................................................................................... 95 4.3 Employee/Customer Report ................................................................................................... 96 4.4 GST Report .............................................................................................................................. 97 4.5 GST Link ................................................................................................................................... 98 5. Amend Module ............................................................................................................................. 99 5.1 GSTR2 ...................................................................................................................................... 99 5.2 GSTR1 B2B ............................................................................................................................. 101 5.3 GSTR1 B2CL ........................................................................................................................... 102 5.4 GSTR1 B2CS ........................................................................................................................... 104 6. Credit Debit Note ........................................................................................................................ 105 7. Day End ....................................................................................................................................... 107 8. Limitations & Recommendations ................................................................................................ 108 9. FAQs ............................................................................................................................................ 108 3 WeP Solutions Limited Table of Figures Figure 1: Login Screen ............................................................................................................................. 5 Figure 2: About........................................................................................................................................ 6 Figure 3 : Owner's Detail ......................................................................................................................... 7 Figure 4 : Home Screen ........................................................................................................................... 9 Figure 5: Table Waiter Selection ........................................................................................................... 10 Figure 6: Table Booking......................................................................................................................... 12 Figure 7: Table Status............................................................................................................................ 13 Figure 8 : Dine in Screen ....................................................................................................................... 14 Figure 9: Load KOT ................................................................................................................................ 17 Figure 10: First load KOT of a table to modify. ..................................................................................... 18 Figure 11: Re-print KOT ......................................................................................................................... 18 Figure 12: Shift Table w/o split ............................................................................................................. 19 Figure 13: Shift Table w/ split ............................................................................................................... 19 Figure 14: Merge Table ......................................................................................................................... 20 Figure 15 : Counter Sales ...................................................................................................................... 22 Figure 16 : Take Away ........................................................................................................................... 24 Figure 17 : Pickup Status ....................................................................................................................... 28 Figure 18 : Home Delivery..................................................................................................................... 29 Figure 19 : Home Delivery Status .......................................................................................................... 32 Figure 20: Cash on Delivery Settlement ................................................................................................ 34 Figure 21: Delete Bill ............................................................................................................................. 35 Figure 22: Re-print bill........................................................................................................................... 35 Figure 23: Payment Screen ................................................................................................................... 36 Figure 24: Once you get your login credentials, use them to login ...................................................... 38 Figure 25: Enter customer’s mobile no. as it is mandatory, then scroll down and click on next ......... 38 Figure 26: Confirm the amount and then click on OK .......................................................................... 39 Figure 27: Connect MSwipe Machine via Bluetooth (if not already) and click on start to initiate the transaction ............................................................................................................................................ 39 Figure 28: Once the application detects the machine it will ask user to insert or swipe the card ....... 40 Figure 29: After swiping and entering the PIN click on Submit ............................................................ 40 Figure 30: Verification of credentials will happen ................................................................................ 41 Figure 31: A message will pop up for transaction status as success or failed ...................................... 41 Figure 32: Remove the card once transaction is done ......................................................................... 42 Figure 33: Paid amount by MSwipe will be shown in payment screen ................................................ 42 Figure 34: 1. Click on wallet payment and enter customer’s details phone no & email ...................... 43 Figure 83 : Inventory Report ................................................................................................................. 95 Figure 88 : GSTR Amend........................................................................................................................ 99 Figure 92 : Credit Debit Note .............................................................................................................. 105 4 WeP Solutions Limited 1. Login Screen Login Screen is the first screen, when application launches. User can login the application by entering valid credentials. Default Login credential are: Username: admin Password: admin 9 1 1 1 2 1 3 1 4 5 6 7 8 Figure 1: Login Screen Label Field Description 1 WeP Logo Click on WeP logo to get information about the application like app version and organization. 2 Username User has to enter his username as configured in the application 3 Password User has to enter his password relevant to his username. 5 WeP Solutions Limited 4 Remember me If user selects remember me option then on re launching of app, the app will automatically populate the last username used for login in username field. 5 Log in Log in button to enter into the application if login credentials are valid. 6 Exit To exit from the system. 7 Date Current system date. 8 WeP Branding WeP Solutions Ltd. Branding. 9 Help User can access Quick start guide and User manual 1.1 WeP Logo – on top left corner On clicking on WeP logo, user will get all the information about the current version of application running on device and about the Organization, e.g.: WeP Solutions Limited. WeP Logo Figure 2: About 6 WeP Solutions Limited 2. Owner’s Details Screen When a user logs in for the first time then user has to fill the details as shown in Owner Details. Note: 1. Owner Details screen will appear every time user logs in until he makes his first bill. 2. After making first Bill/Invoice, user will no longer be able to modify these details except GSTIN, Ref No., Bill No. prefix. Before that user can modify “Owner Details”. 1 2 3 4 5 6 7 8 9 12 10 11 Figure 3 : Owner's Detail Label Field Description 1 Name Name of the firm. 2 GSTIN GSTIN code of the owner. Must be 15 characters. 3 Reference number Reference number is unique number generated 7 WeP Solutions Limited while registering on the WeP GSP Panel. 4 Phone Phone number of the owner. (Limit: 10 digits only) 5 Email Email id of the owner. 6 Address Address of the owner. 7 Bill number Prefix Bill number Prefix. (If any) 8 POS Place of supply of the owner. 9 Is Main Office? Whether the mentioned address is main office or not. 10 Add Add/Update owner’s details into the database. 11 Clear Clear all the fields. 12 Close Close the current screen. 8 WeP Solutions Limited 3. Home Screen Home Screen provides mechanism to accessvarious billing and configuration modules. 1 3 2 4 5 Figure 4 : Home Screen Label Field Description 1 Username Shows name of the user currently logged in. 2 Date System Date. 3 Screen Name Name of the current screen. 4 Screenshot Allows user to take screenshot. Screenshots will be saved at Device Storage >WeP_ScreenShots 5 Logout Logout. 9 WeP Solutions Limited 3.1 Dine In Upon selecting DineIn service, user first has to select the table and waiter. Once table and waiter are selected, it will automatically be redirected towards DineIn Service module. User can also do advance table booking, check status of table(s) being occupied or directly go to DineIn without selecting table and waiter, if he wants to access already made KOT. 3 1 2 4 5 6 7 Figure 5: Table Waiter Selection 8 Label Field Description 1 Tables List It shows all the tables of his restaurant whether it is already booked or available for booking. Table with strike through depicts, not available for booking. Green table is the user selected table. 10 WeP Solutions Limited Orange Table shows advance booked table. 2 Table Split Application provides facility for user to split a table so that two or more different consumers can share it. This option can be enabled/disabled from settings. See Details in Section 3.6.9.4. 3 Waiters Waiters can be assigned to the table. Same waiter can also be assigned to multiple tables. 4 Table Booking To book a table for a customer in advance for the same day.See Detailsin Section 3.1.1. 5 Cancel To cancel and go back to home screen. 6 Dine in It will redirect you to the DineIn screen without table and waiter selection. 7 OK Once table is selected and waiter has been assigned user will enter to the “Dine In” screen where KOT can be made for customer. 8 Table Status Here user can find out which all tables are occupied/booked 11 WeP Solutions Limited 3.1.1 Table Booking Allows a user to book a table in advance. 1 2 3 4 5 6 7 8 9 10 Figure 6: Table Booking Label Field Description 1 Customer Name Name of the customer. 2 Time Booking time. 3 Search Mobile no. Search table by customer mobile number. 4 Table Choose table to book. 5 Search Search. 6 Clear Clears all fields. 12 WeP Solutions Limited 7 Close Closes the current screen. 8 Customer Mobile Mobile number of the customer. 9 Book Saves the details into database. 10 Update Updates an existing record. 3.1.2 Table Status Allows a user to check table booking status. 1 5 2 3 4 Figure 7: Table Status Label Field Description 1 Tables List List of tables with their booking status. 13 WeP Solutions Limited 2 Search Search table by table number. 3 Clear Clears all fields. 4 Close Closes the current screen. 5 Search Table Check status by searching table. 3.1.3 Dine in Billing Screen 20 21 22 23 24 26 1 19 2 7 8 27 3 4 6 10 9 5 25 11 12 13 15 14 Figure 8 : Dine in Screen 16 17 18 Label Field Description 1 Mobile number User can fetch customer data by entering his mobile number. If the mobile number already exists in the system, it will automatically be fetched and populate customer GSTIN in field 2. 14 WeP Solutions Limited Note: User cannot add a new customer here. 2 Customer GSTIN Customer’s GSTIN. 3 Table Number Table number for which KOT is being generated. 4 Waiter Name Name of the waiter who is assigned to that table. 5 Items List User can choose items from the items list according to customer’s choice. 6 Interstate If user is supplying items out of the state, then he has to check the Interstate checkbox and select the state to which he is supplying his items. Note: IGST will be applied. 7 Search Item Name User can search for an item by its name. 8 Search Item Code User can search for an item by its code. 9 Kitchen (KOT) 10 Order Number Shows which order number it is. 11 Save KOT This saves the KOT for particular table. Multiple KOTs can be saved for a table. After billing for that table, KOT is cleared. 12 Print/Save KOT Besides saving the KOT for a table, it also prints the KOT. 13 Print Bill User can directly print the bill. Directly printing the bill will make payment mode by cash by default. 14 Pay bill Provide various modes of payment. e.g.: credit card, e-Wallet. Order Taken The list shows the selected items that customer ordered. Items can be added and removed from the list before paying for the bill. 15 WeP Solutions Limited 15 Clear Clear all the details and fields. 16 Delete Bill Deletes the existing bill from the database by bill date and bill number. Deleting a bill requires manager’s authentication.See details in Section 3.4.3 17 Reprint Bill User can reprint an existing bill by the bill no. and bill date.See details in Section 3.4.4 18 KOT Status Tells user about “In time” which the time the table has been occupied. 19 Load KOT Allows user to load a saved KOT of a table 20 Modify KOT Allows user to modify KOT of a table. Note: Modification can be done only after loading KOT for a table. 21 Reprint KOT Allows user to print KOT again according to table number and table split number. 22 Cancel Order Allows user to void KOT. 23 Shift Table Allows user to shift KOT from one table to another. e.g.: If a KOT was generated for table 4 and now the customer has shifted to another table, say table no. 1 then Shift table will help user to shift table 4 KOT to table 1. 24 Merge Table Allows user to merge KOTs of two or more different tables. e.g.: Suppose a party came and user is not able to accommodate all of them in one table then user can merge KOTs of two or more tables. 25 Business Date Business Date will appear on billing screen if user changes his business day other than present day. 16 WeP Solutions Limited 26 Preview Bill Prints a preview of bill. 27 Barcode Search User can search for an item by its barcode. Note: After DayEnd whether auto or manual (See Details in Section 7) all KOTs will be cleared. 3.1.3.1 Load KOT Allows user to load already saved KOT. 1 2 3 Figure 9: Load KOT Label Field Description 1 List of Saved KOTs List of KOTs. 2 Cancel Closes the current screen. 3 Load KOT Load KOT of selected table. 17 WeP Solutions Limited 3.1.3.2 Modify KOT Allows user to modify an already existing KOT. 1: Load KOT of a table 2: Click on button to modify the KOT 3: Add new items or delete items 4: Now after making modification save KOT Figure 10: First load KOT of a table to modify. 3.1.3.3 Re Print KOT To re-print a KOT user has to put Table number, split number if split is enabled and KOT number. There can be a case that multiple KOTs exists for one Table. Figure 11: Re-print KOT 18 WeP Solutions Limited 3.1.3.4 Shift Table Allows user toshift existing KOT to a different table number. 1 2 3 Figure 12: Shift Table w/o split 4 1 2 3 Figure 13: Shift Table w/ split 19 WeP Solutions Limited Label Field Description 1 List of Tables Select table for which you want to shift KOT. 2 Tables Click on table to which you want to shift KOT. 3 Cancel Closes the current screen. 4 Split Number Split number. 3.1.3.5Merge Table Allows user to merge KOTs of different table into one. 3 1 2 4 Figure 14: Merge Table Label Field Description 1 List of Tables Select two tables for which you want to merge KOTs. 20 WeP Solutions Limited 2 Merge KOTs of the selected tables will be merged. 3 List of merged tables List of merged tables. 4 Cancel Closes the current screen. 21 WeP Solutions Limited 3.2 Counter Sales This module provides billing for counter sales service. Order can be made even without entering the customer details and without saving KOT. 2 3 4 8 1 5 17 7 9 10 6 11 12 13 14 Figure 15 : Counter Sales 15 16 Label Field Description 1 GSTIN Customer’s GSTIN. 2 Name* Name of the customer. 3 Mobile number* Customer’s mobile number. User can also search his customer through his mobile number. If any record exists of the customer corresponding to that mobile number the data in fields 1, 2 and 4 22 WeP Solutions Limited will automatically be populated. 4 Address Address of the customer. 5 Add If no customer record exists corresponding to the mobile number entered then user can add a new customer by clicking on the “Add” button after filling all the mandatory details of the customer. 6 Items List User can choose items from the items list according to customer’s choice. 7 Search Item Name User can search for an item by its name. 8 Search Item Code User can search for an item by its code. 9 Interstate If user is supplying items out of the state, then he has to check the Interstate checkbox and select the state to which he is supplying his items. Note: IGST will be applied. 10 Order number Shows which order number it is. 11 Kitchen Order Taken (KOT) The list shows the selected items that customer wants to buy. Items can be added and removed from the list before printing/paying for the bill. 12 Print Bill User can directly print the bill. Directly printing the bill will make payment mode by cash by default. 13 Pay bill Provide various modes of payment. e.g.: credit card, e-Wallet. 14 Clear Clear all the details and fields. 15 Delete Bill Deletes the existing bill from the database by bill date and bill number. Deleting a bill requires manager’scredentials.See details in Section 3.4.3 23 WeP Solutions Limited 16 Reprint Bill User can reprint an existing bill by the date on bill that bill has been generated & the bill number.See details in Section 3.4.4 17 Barcode Search User can search for an item by its barcode. *Mandatory fields 3.3 Take Away This module facilitates the billing for take away service. Here entering the customer details are mandatory. 3 2 1 4 5 9 7 8 20 10 6 11 12 13 14 15 16 Figure 16 : Take Away Label Field Description 1 GSTIN Customer’s GSTIN. 17 18 19 24 WeP Solutions Limited 2 Name* Name of the customer. 3 Mobile number* Customer’s mobile number. User can also search his customer through his mobile number. If any record exists of the customer corresponding to that mobile number the data in fields 1, 2 and 4 will automatically be populated. 4 Address Address of the customer. 5 Add If no customer record exists corresponding to the mobile number entered then user can add a new customer by clicking on the “Add” button after filling all the mandatory details of the customer. 6 Items List User can choose items from the items list according to customer’s choice. 7 Search Item Name User can search for an item by its name. 8 Search Item Code User can search for an item by its code. 9 Interstate If user is supplying items out of the state then he has to check the Interstate checkbox and select the state to which he is supplying his items. Note: IGST will be applied. 10 Oder number Shows which order number it is. 11 Kitchen Order Taken (KOT) The list shows the selected items that customer wants to buy. Items can be added and removed from the list before paying for the bill. 12 Save KOT Saves the KOT in database which can be modified before printing/paying the bill. This doesn’t print the KOT. 13 Print/Save KOT First saves the KOT in database and then prints it. 25 WeP Solutions Limited 14 Print Bill Bill can be printed only after saving the KOT. If KOT is not saved into the database print bill option will remain disabled. Directly printing bill is used when mode of payment is cash. 15 Pay Bill Provides different modes of payment. e.g.: credit card, e-wallet. The option will remain disabled until KOT is not saved. 16 Clear Clear all the details and fields. 17 Delete Bill Deletes the existing bill from the database by bill date and bill number. Deleting a bill requires manager’s credentials.See details in Section 3.4.3 18 Reprint Bill User can reprint an existing bill by the date on bill that bill has been generated & the bill number.See details in Section 3.4.3 19 Pickup Status Pickup status shows whether the order has been picked up by the customer or not. It also show user whether the bill amount has been paid or not. After order has been placed user can see Customer Pending Orders in pick up status. Print Bill that means mode of payment is cash and customer has picked up his order. Therefore this order will not appear in pickup status. If PayBill is used to make payment (even cash), then those order will appear in pickup status. If payment is not done then user can still modify/cancel the order. After payment has been done, user can confirm the pickup status by finishing the order. Once the order has been finished, it will be removed from customer pending orders. 26 WeP Solutions Limited 20 Barcode Search User can search for an item by its barcode. *Mandatory fields Note: After DayEnd whether auto or manual (See Detailsin Section 7) all KOTs will be cleared. 3.3.1 Pickup Status Pickup Status screen shows whether the orders made in Take away service modules are picked up by the customers or not. If PrintBillis used, then it’s assumed that payment is made by cash and order has been picked up, hence order will not display here. Else if Pay Bill was used, then it’s assumed that order is yet to be picked and hence will be displayed here. Even if payment is not made but order is made for the customer, it will be displayed here, with payment status: Not paid. 1 3 2 4 5 6 7 8 27 WeP Solutions Limited Figure 17 : Pickup Status Label Field Description 1 Customer Pending order List of customers, whose orders are yet to pick up. 2 Pending order details KOT ordered by customer. 3 Customer Details Details of the customer. 4 Modify Order* Allows user to modify the order for the customer only if bill is not paid yet. 5 Pay bill Allows user to make payment for the customer only if bill is not paid yet. 6 Cancel Order User can cancel the order if its bill is not paid yet. But if bill is paid then cancelling the order will delete the bill. 7 Clear Clear will clear all the fields. 8 Close Closes the current screen. Note: 1. Once bill amount is paid, user cannot modify the order but he will be provided with options to finish the order or to print the bill again. 2. The bill will be deleted if paid order is being cancelled. 28 WeP Solutions Limited 3.4 Home Delivery This module facilitates the billing for Home Delivery. Entering customer details is mandatory to make order. 2 1 7 8 20 3 4 9 5 10 11 6 12 13 14 15 16 Figure 18 : Home Delivery 17 18 19 29 WeP Solutions Limited Label Field Description 1 GSTIN Customer’s GSTIN. 2 Name* Name of the customer. 3 Mobile number* Customer’s mobile number. User can also search his customer through his mobile number. If any record exists of the customer corresponding to that mobile number the data in fields 1, 2 and 4 will automatically be populated. 4 Address Address of the customer. 5 Add If no customer record exists corresponding to the mobile number entered then user can add a new customer by clicking on the “Add” button after filling all the mandatory details of the customer. 6 Items List User can choose items from the items list according to customer’s choice. 7 Search Item Name User can search for an item by its name. 8 Search Item Code User can search for an item by its code. 9 Interstate If user is supplying items out of the state then he has to check the Interstate checkbox and select the state to which he is supplying his items. Note: IGST will be applied. 10 Oder number Shows which order number it is. 11 Kitchen Order Taken (KOT) The list shows the selected items that customer wants to buy. Items can be added and removed from the list before paying for the bill. 12 Save KOT Saves the KOT in database which can be modified before printing/paying the bill. 30 WeP Solutions Limited 13 Print/Save KOT First saves the KOT in database and then sends a print command to the printer to print the KOT. 14 Print Bill Bill can be printed only after saving the KOT. If KOT is not saved into the database print bill option will remain disabled. Directly printing the bill will make payment mode by cash by default. 15 Pay Bill Provides different modes of payment. e.g.: credit card, e-wallet. The option will remain disabled until KOT is not saved. 16 Clear Clear all the details and fields. 17 Delete Bill Deletes the existing bill from the database by bill date and bill number. Deleting a bill requires manager’s credentials.See details in Section 3.4.3 18 Reprint Bill User can reprint an existing bill by the date on bill that bill has been generated & the bill number.See details in Section 3.4.4 19 Deliver Status Once KOT is saved user can see customer pending orders in deliver status where he can assign a rider for that order who is going to deliver the order. If payment is done then the amount due will be 0. If payment is not done then the amount due will the bill amount. Once the rider has been assigned then user can update the order delivery status from “COD Settlement” by updating the amount that that rider has received from the customer. 20 Barcode Search User can search for an item by its barcode. *Mandatory fields Note: 1. Unless COD settlement is made for the bill, a bill details won’t be reflected in reports. 31 WeP Solutions Limited 2. After DayEnd whether auto or manual (See Details in Section 7) all KOTs will be cleared. 3.4.1 Delivery Status Here list of order to get delivered are displayed. After clicking on the order, its details are displayed along with the customer details, for which the order is made. Payment status is also displayed as Paid or Cash on Delivery. Rider is assigned for home delivery of order and later COD settlement is made. 3 1 4 2 5 6 8 9 10 11 7 12 Figure 19 : Home Delivery Status 32 WeP Solutions Limited Label Field Description 1 Customer Pending order List of customers whose orders are pending or home delivery. 2 Pending order details KOT ordered by customers. 3 Customer Details Details of the customer. 4 Assign Rider Allows user to see a list of all the riders and choose one of them in order to assign delivery of order. 5 Rider details Details of the rider. 6 Ok Allows user to assign the rider for that order. 7 Print Bill Print the bill. 8 Modify Order Allows user to modify the order for the customer if bill is not paid yet. 9 COD Settlement Allows user to update the due amount once rider come back after delivering the order. 10 Cancel Order User can cancel the order if its bill is not paid yet. 11 Clear Clear will clear all the fields. 12 Close Closes the current screen. Note: 1. Once bill amount is paid, user cannot modify the order. 2. The bill will be deleted if paid order is being cancelled. 33 WeP Solutions Limited 3.4.2 COD Settlement 1 2 3 4 5 Figure 20: Cash on Delivery Settlement Label Field Description 1 Order & Rider Details Details of the order and the rider assigned to it. 2 Bill Amount Details Details of the bill. 3 Close Closes the current screen. 4 Clear Clears will clear all the fields. 5 Update Updates the due amount and closes the order. 34 WeP Solutions Limited 3.4.3 Delete Bill To delete a bill, user has to put the bill number and the date on which the bill was made. For deleting bill user requires manager’s credentials. Figure 21: Delete Bill 3.4.4 Re Print Bill To re-print a bill user has to put bill number and the date on which the bill was made. Figure 22: Re-print bill 35 WeP Solutions Limited 3.5 Making Payments 2 1 3 5 4 6 7 11 8 9 10 12 13 15 16 14 17 Figure 23: Payment Screen 18 Label Field Description 1 Total Total amount to be paid be customer. 2 Round off Rounded off value (Only if round off is enabled in settings. See Details in Section 3.6.4.9) 3 Cash Amount paid in cash by customer. 4 Other cards Amount paid by card other than MSwipe machine. 5 Paid Total Total amount paid by customer. 6 Difference Balance amount. Positive sign reflects, due amount to be received from customer, whereas negative sign depicts return amount to be given to 36 WeP Solutions Limited customer. 7 Petty Cash Amount paid by credit customer. 8 Discount Applied discount amount. 9 Coupon Applied coupon amount. 10 Wallet Amount paid through e-wallets. 11 MSwipe Card Amount paid by MSwipe card. 12 MSwipe Payment Payments through cards via MSwipe machine. To avail this,user should be enrolled on mSwipewebsite for credentials. (See Details in Section 3.5.1) 13 Wallet Payment Payments through e-wallets. To avail this mode,user is required to register with Razor pay on their website to get Key Id & Secret Key. These credentials can beconfigured in Payment mode configuration module. (See Details in Section 3.7.5). 14 Credit Customer To make payment through credit amount of that customer. 15 Discount To apply discount that is configured configuration. See Details in Section 3.7.1.5. in 16 Coupon To apply couponswhich are configured configuration.See Details in Section 3.7.1.6. in 17 Save Save the bill without print. 18 Save & Print To save and print the bill. 37 WeP Solutions Limited 3.5.1 MSwipe Payments To make payments through cards user should be enrolled on MSwipe website to get credentials. To register Click Here or visit http://www.mswipe.com/ Kindly turn on device’s Wi-Fi to process the transaction and Bluetooth to connect to MSwipe machine. Figure 24: Once you get your login credentials, use them to login Figure 25: Enter customer’s mobile no. as it is mandatory, then scroll down and click on next 38 WeP Solutions Limited Figure 26: Confirm the amount and then click on OK Figure 27: Connect MSwipe Machine via Bluetooth (if not already) and click on start to initiate the transaction 39 WeP Solutions Limited Figure 28: Once the application detects the machine it will ask user to insert or swipe the card Figure 29: After swiping and entering the PIN click on Submit 40 WeP Solutions Limited Figure 30: Verification of credentials will happen Figure 31: A message will pop up for transaction status as success or failed 41 WeP Solutions Limited Figure 32: Remove the card once transaction is done Figure 33: Paid amount by MSwipe will be shown in payment screen 42 WeP Solutions Limited 3.5.2 Wallet Payments For making e-wallet payments user needs to configure Razor Pay Key id(See details in Section 3.7.5).To get Key id user needs to register on Razor Pay website, to register Click Here or visit https://razorpay.com/.Kindly note that valid key id is compulsory to configure, secret key is optional. Once user has configured a valid key id provided by Razor Pay, then connect the device to Wi-Fi and follow the following steps:- Figure 34: 1. Click on wallet payment and enter customer’s details phone no & email Figure 35: 2. Select a wallet through which customer wants to make payment 43 WeP Solutions Limited Figure 36: 3. OTP will be sent to entered mobile number Figure 37: 4. Enter the received OTP 44 WeP Solutions Limited Figure 38: 5. After OTP verification, amount will be deducted from customer’s e-Wallet Figure 39: After paying through e-Wallet, amount will display on payment screen 45 WeP Solutions Limited 3.5.3 Credit Customer For using credit customer payment, user has to add customer with credit limit and credit amount(See Details in Section 3.7.8). Now follow the following steps to make payment by credit customer:- Figure 40: Enter customer's mobile no. and click on credit and pay The amount will automatically be deducted from customer’s credit amount. Figure 41: After payment is made, the paid amount will be shown in Petty Cash 46 WeP Solutions Limited 3.5.3.1 If credit amount is less than the amount to pay In case the amount to be pay by customer is more than the customer’s credit amount than customer can make partial payment as well. For example:Amount to pay = ₹ 800 Customer’s Credit Amount = ₹200 Customer’s Credit Limit = ₹300 Then Amount to pay –(Credit’s Customer Amount + Credit’s Credit Limit) = ₹ 300, now due amount of₹ 300 can be paid by any other mode of payment. Figure 42: Enter customer's mobile no. and click on pay partially 47 WeP Solutions Limited 3.5.4 Discount User can apply discount on bill amount generated and these discounts can be configured in configuration. See Details in Section 3.7.1.5. Note: Please note discount is calculated on subtotal. Figure 43: Click on discount you want to apply. Figure 44: After applying discount, the discounted amount is display. 48 WeP Solutions Limited 3.5.5 Coupon User can apply coupons on bill amount. User has to configure coupons in configuration. See Details in Section 3.7.1.6. User can apply more one coupon. Figure 45: Enter the count and click on ok to apply coupon Figure 46: After applying coupon, coupon amount is displayed. 49 WeP Solutions Limited 3.6 Payment/Receipt This module provides mechanism to enter expenses like electricity bill, water bill, etc. 1 2 3 4 5 6 7 8 Figure 47: Payment & Receipt Label Field Description 1 Payment/Receipt User can choose whether he is making an entry for a payment or receipt. 2 Date Allows user to choose a date on which payment/receipt was made. 3 Description Description for the payment/receipt. Descriptions can be configured. See Detailsin Section 3.6.1.4. 4 Reason Reason for making payment/receipt. 5 Amount The amount paid for payment/receipt. 50 WeP Solutions Limited 3.7 Masters Masters Screen provides mechanism to accessmodules. Figure 48: Master Screen 3.7.1 Configuration Screen Configurationscreen allows user to configure the application by providing few options that will help him a lot to manage many things. User can manage by categorizing food items and beverages under department and category. It allows user to configure kitchens. User can configure various Payments/Receipts in an organized manner. Discounts & Coupons can be configured and availed to the customer at the time of billing. User can also add “Othercharges” which are customizable and applicable while billing. 51 WeP Solutions Limited 3.7.1.1 Department A restaurant can have multiple departments according to what type of food & beverages they are providing. e.g.: Beverages, Main Course. 1 3 2 4 5 6 7 Figure 49: Department Configuration Label Field Description 1 Department name Name of the department user wants to add. 2 Department List List of the departments. 3 Delete Delete department from the list. 4 Add Button to add new department name into database. 5 Update Update details of an existing department. 52 WeP Solutions Limited 6 Clear Clears all the fields. 7 Close Closes the current screen. 3.7.1.2 Category User can categorize the items in their own way. e.g.: a restaurant has a department which take care of beverages. Now beverages can be categorized into “Soft Drinks” & “Alcohol”. 1 2 3 4 5 7 6 Figure 50: Category Configuration Label Field Description 1 Category name Name of the Category user wants to add. 2 Category List List of the Category. 3 Delete Delete Category from the list. 53 WeP Solutions Limited 4 Add Button to add new Category name into database. 5 Update Update details of an existing Category. 6 Clear Clear will clear all the fields. 7 Close Closes the current screen. 3.7.1.3 Kitchen User can configure different types of kitchens; they have in their restaurants. e.g.: A kitchen where vegetarian food is prepared and a kitchen where non-vegetarian food is prepared. 1 3 2 4 5 6 7 Figure 51: Kitchen Configuration Label Field Description 1 Kitchen name Name of the Kitchen user wants to add. 2 Kitchen List List of the Kitchen. 3 Delete Delete Kitchen from the list. 54 WeP Solutions Limited 4 Add Button to add new Kitchen name into database. 5 Update Update details of an existing Kitchen. 6 Clear Clear will clear all the fields. 7 Close Closes the current screen. 3.7.1.4 Payment/Receipt This application allows user to manage user’s expenditures in an organized way by allowing configuration of their payments or receipts and use later.See Details in Section 3.5. 1 3 2 5 6 4 7 Figure 52: Payment & Receipts Configuration Label Field Description 1 Payment/Receipt Name of the Payment/Receipt user wants to add. 2 Payment/Receipt List List of the Payment/Receipt. 3 Delete Delete Payment/Receipt from the list. 55 WeP Solutions Limited 4 Add Button to add Payment/Receipt into database. 5 Update Update details of an existing Payment/Receipt. 6 Clear Clear will clear all the fields. 7 Close Closes the current screen. 3.7.1.5 Discount Availing discounts to the customers is now made easy. User can configure various types of discounts, inpercentage and can be used at the time of billing. 1 2 3 4 5 6 Figure 53: Discount Configuration Label Field Description 1 Discount Description Description of the discount provided by the user. 2 Discount percentage Discount in percentage. 56 WeP Solutions Limited 3 Add Button to add discount into database. 4 Update Update details of an existing discount. 5 Clear Clear will clear all the fields. 6 Close Closes the current screen. 3.7.1.6 Coupon User can configure various coupons with amount and can use them at the time of billing. e.g.: Sodexo coupons. 1 2 3 4 5 6 7 Figure 54: Coupons Configuration Label Field Description 1 Coupon Description Description of the Coupon provided by the user. 2 Coupon Amount Coupon in amount. 3 Delete Delete a coupon from the list. 57 WeP Solutions Limited 4 Add Button to add Coupon into database. 5 Update Update details of an existing Coupon. 6 Clear Clear all the fields. 7 Close Closes the current screen. 3.7.1.7 Other Charges User can apply extra charges to a particular service and can decide whether to charge customer or not by clicking on the check box. If check box is checked, then the amount is chargeable and will automatically be added into total bill. User can apply charges on a single or multiple services’. e.g.: User can apply other charges (as packing charges) to Home delivery mode and/or to take away mode. 1 3 2 4 5 6 7 8 9 Figure 55: Other Charges Configuration Label Field Description 1 Other charge Description Description of the Other charge provided by the user. 58 WeP Solutions Limited 2 Other charge Amount Other charge in amount. 3 Chargeable Check the checkbox if user wants to charge for this other charges. 4 Charges mode To which mode the other charge will be applied. 5 Delete Delete Other charge from the list. 6 Add Button to add Other charge into database. 7 Update Update details of an existing Other charge. 8 Clear Clear will clear all the fields. 9 Close Closes the current screen. 3.7.2 Outward Supply Items This allows user to configure an item that he is going to sell to the customer. User can configure following attributes about an item: a. Item name b. Kitchen c. Department d. Category e. Goods/Service f. Three different rates (Rate 1, Rate 2, Rate 3) {which rate is to apply can be configured in configuration. See Detailsin Section 3.6.1.} g. Stock h. Unit of measurement i. CGST, SGST, IGST and cess tax if applicable j. Item code, if enabled in settings (See Details in Section 3.6.9.4.) k. HSN code 59 WeP Solutions Limited l. Discount (in percentage. Item wise discount can be enabled or disabled. See Details in Section 3.6.9.4.) These attributes can be modified for an existing item. He can also upload an image for the item for a visual reference. For huge amount of data about items, user can use a .csv file to import/load items from that file.Items in list are displayed in ascending order of Item code. Note: Previous data will be replaced on loading a .csv file. To save the previous data we recommend you to create a backup of the database first. 2 7 1 3 8 4 9 5 10 6 11 12 13 14 18 17 19 Figure 56: Outward Supply Items 15 20 16 21 Label Field Description 1 Item Name Name of the item. Items can be searched by name also 60 WeP Solutions Limited 2 Barcode Barcode of the item. 3 Kitchen Kitchen assigned to that item. (Can be configured in configuration. See details in Section 3.6.1.3.) 4 Department Department to which that item belongs to. (Can be configured in configuration. See details in Section 3.6.1.1.) 5 Category Category of the item. (Can be configured in configuration. See details in Section 3.6.1.2.) 6 G/S Goods or services 7 Rate 1 First rate applicable on the item. 8 Rate 2 Second rate applicable on the item. 9 Rate 3 Third rate applicable on the item. 10 Stock Present stock of the item. 11 Discount Discount Percent available on the item. 12 CGST/SGST/IGST/cess CGST/SGST/IGST in percentage and cess rate in percentage. (If applicable) 13 HSN code HSN code for the item. 14 Browse Image Image for the item. 15 Browse File Browse CSV file present in device’s memory for bulk upload. 16 Upload file Bulk upload of item details into application. 17 Generate Sample CSV Generates a sample CSV. Patch where sample CSV is stored: Device Storage >WeP_FnB_CSVs 18 Add Add a new item in the file manually one by one. 61 WeP Solutions Limited 19 Update Update an existing item. 20 Clear Clears all the fields. 21 Close Closes the current screen. 3.7.2.1 Configuring Barcode Scanner (Recommended) For using barcode of an item, user needs to configure barcode scanner to add line feed suffix. For example: In case of Honeywell Barcode scanner, use below barcodes to turn on & off the line feed suffix. Warning: Without line feed user won’t be able to add an item directly into KOT after scanning barcode rather, it will show the item in barcode search results and user has to select the item from there. Figure 57: Turn on line feed suffix Figure 58: Turn off line feed suffix 62 WeP Solutions Limited 3.7.3 Price & Stock Price & Stock screen facilitates user to modify stock and three different rates for that item in outward supply. Note: New stock will be added to existing stock. 2 6 1 3 4 5 Figure 59: Price & Stock Label Field Description 1 Items List List of all the items. Items can be searched by item name also. 2 Item details Details of the item where details can be modified. 3 Update Update an existing item. 4 Clear Clear will clear all the fields. 63 WeP Solutions Limited 5 Close Closes the current screen. 6 Search by barcode User can search an item by barcode. 3.7.4 Inward Management This module facilitates configuration of inward supply details. Like supplier details, purchase order, inward item masters, etc. Figure 60: Inward Module 3.7.4.1 Supplier Details User can enter and save the supplier details in the database through this module. Entered user details can be auto populated later at the time of Purchase order and Goods Inward. 64 WeP Solutions Limited 1 2 3 4 5 6 7 Figure 61: Supplier's Details 8 Label Field Description 1 Supplier Name Name of the supplier. User can search for a supplier through supplier name. 2 Supplier GSTIN GSTIN code of the supplier. 3 Supplier Phone Phone number of the supplier. 4 Supplier Address Address of the supplier. 5 Add Supplier Button to add supplier details into database. 6 Update Supplier By default, this button is disabled. If existing supplier is clicked from displayed list then this button gets enabled and his details can be updated. 65 WeP Solutions Limited 7 Clear Clear will clear all the fields. 8 Close Closes the current screen. 3.7.4.2 Inward Item Masters User can configure inward items here. Saved items then can be used while Supplier item linkage, purchase order and Goods Inward Module. 2 3 4 5 6 11 10 1 7 8 15 14 9 12 16 13 17 18 Figure 62: Inward Item Masters Label Field Description 1 Supply Type Goods or Services 2 Item Name Enter item name and user can search an item by its name as well. 3 Barcode Barcode of the item. (Future Use) 66 WeP Solutions Limited 4 Rate Rate of the item. 5 Quantity Quantity of items. 6 HSN code HSN code for the item. 7 Unit of Measurement UoM for items. 8 CGST Rate CGST rate in percentage. 9 SGST Rate SGST rate in percentage. 10 IGST Rate IGST rate in percentage. 11 cess Rate cess rate in percentage. (If applicable) 12 Browse File Browse CSV file present in device’s memory for bulk upload. 13 Upload file Bulk upload of item details into application. 14 Generate Sample CSV Generates a sample CSV. Patch where sample CSV is stored: Device Storage >WeP_FnB_CSVs 15 Add Add a new item in the file manually one by one. 16 Update Update an existing item. 17 Clear Clear will clear all the fields. 18 Close Closes the current screen. 3.7.4.3 Supplier Item Linkage This module provides mechanism to link the supplier already saved in database, with the inward items being entered in database. This linkage is easing the process of making entry in Purchase Order and Goods Inward. During Purchase Order or Goods Inward generation, upon entering the supplier details, all the items linked to that supplier is made available, instead of whole list or items. 67 WeP Solutions Limited 2 3 6 1 7 8 11 10 5 4 12 9 13 14 16 15 17 Figure 63: Supplier Item Linkage Label Field Description 1 Supply Name Name of the supplier. User can search an existing supplier by his name as well. 2 Supplier GSTIN GSTIN code of the supplier. 3 Supplier Phone Phone number of the supplier. 4 Supplier Address Address of the supplier. 5 Item Name Enter item name and user can search an item by its name as well. 6 Rate Rate of the item. 7 HSN code HSN code for the item. 68 WeP Solutions Limited 8 Supply Type Goods or Services. 9 Unit of Measurement UoM for items. 10 CGST Rate CGST rate in percentage. 11 SGST Rate SGST rate in percentage. 12 IGST Rate IGST rate in percentage. 13 cess Rate cess rate in percentage. (If applicable) 14 Link Item Link an item to the supplier. 15 DeLink Item De-link an item from the supplier. 16 Clear Clears all the fields. 17 Close Closes the current screen. 69 WeP Solutions Limited 3.7.4.4 Inward Price & Stock This module allows user to manage stock and pricing of inward items. 2 1 3 4 5 Figure 64: Inward Price & Stock Label Field Description 1 Items List List of all the items from inventory. 2 Item Details Details of the item. 3 Update Allows user to update a record an item. 4 Clear Clears all the fields. 5 Close Closes the current screen. 70 WeP Solutions Limited 3.7.4.5 Purchase Order Purchase Order can be made for the items being purchased or inward. 4 1 2 5 3 7 11 6 9 8 13 12 14 10 15 16 17 18 19 Figure 65: Purchase Order Label Field Description 1 Supplier Name Name of the supplier. User can search an existing supplier by his name as well. 2 Supplier Phone Phone number of the supplier. 3 Supplier Address Address of the supplier. 4 Purchase Order Purchase Order Number 5 Item Name Enter item name and user can search an item by its name as well. 71 WeP Solutions Limited 6 Enter quantity Quantity of the item. 7 Supplier GSTIN GSTIN code of the supplier. 8 Supplier State code State code of the supplier in case items to be purchased from different state. 9 Add Item Allows user to add an item to PO. 10 Additional Charges Check the checkbox in case there are some additional charges to apply. 11 Additional charge name Name of the additional charge. 12 Additional amount Additional amount to be applied. 13 Sub total Bill amount without additional charges 14 Grand Total. Bill amount inclusive of all taxes and other charges. 15 Add Supplier Add suppler details into database, in case supplier is not already present in the database. 16 Generate PO Generate a Purchase Order. 17 Update PO Allows user to update a record for purchase order. 18 Clear Clears all the fields. 19 Close Closes the current screen. 72 WeP Solutions Limited 3.7.4.6 Goods Inward Note Goods Inward Note: mechanism to enter the inward item supply details in database, either with Purchase Order generated or without Purchase Order. 6 1 2 7 10 3 8 9 5 4 13 11 15 14 16 12 17 18 19 20 21 Figure 66: Goods Inward Note Label Field Description 1 Supply Name Name of the supplier. User can search an existing supplier by his name as well. 2 Supplier Phone Phone number of the supplier. 3 Supplier Address Address of the supplier. 4 Supplier GSTIN GSTIN code of the supplier. 5 Supplier State code State code of the supplier in case items to be supplied from different state. 73 WeP Solutions Limited 6 Purchase Order Purchase Order Number 7 Invoice number Invoice number. 8 Invoice Date Invoice Date. 9 Item Name Enter item name and user can search an item by its name as well. 10 Enter quantity Quantity of the item. 11 Add Item Allows user to add an item into the database. 12 Additional Charges Check the checkbox in case there are some additional charges to apply. 13 Additional charge name Name of the additional charge. 14 Additional amount Additional amount to be applied. 15 Sub total Bill amount without other charges. 16 Grand Total Grand total amount. 17 Add Supplier Add suppler details into database, if supplier is not already present in database. 18 Save Note Save note to the database. 19 Goods Inward Goods inward. 20 Clear Clears all the fields. 21 Close Closes the current screen. 74 WeP Solutions Limited 3.7.4.7 Ingredient Management Relating the inward items with outward items 3 4 1 2 5 6 7 8 9 10 11 Figure 67: Ingredient Management Label Field Description 1 Item Name Enter item name for which user wants to enter ingredient. User can also search for the item by its name. 2 Select ingredient Enter ingredient name. User can also search ingredient by its name. 3 Enter quantity Quantity of the item. 4 Enter quantity Quantity of the ingredient. 5 Add Item Allows user to add an ingredient for the outward 75 WeP Solutions Limited item. 6 Search Item Search for the item by its name which has its ingredient list submitted in database. 7 Print ingredient list Print ingredient list 8 Save Save ingredient list for the outward items. But it not the final list until it is submitted. 9 Submit Submits the ingredient list for outward item. 10 Clear Clear will clear all the fields. 11 Close Closes the current screen. Convert inward to outward Allows user to convert inward items to outward items. Note: Ingredients only appear if there exists goods inward note for that ingredient. 1 2 3 4 Figure 68: Convert inward to outward 76 WeP Solutions Limited Label Field Description 1 Add Add more ingredients. 2 Submit Changes Submit the changes made if any. 3 Convert outward 4 Close inward to Converts inward items into outward items. Closes the current screen. 3.7.5 Payment Mode Configuration User can configure Key Id & Secret Key for enabling the ability to make payments through Razor Pay. To generate Key Id & Secret Key, user needs to register on Razor Pay website. To register Click Here or visit https://razorpay.com/ 1 2 3 4 5 Figure 69: Payment mode configuration. Label Field Description 1 Key Id Razor Pay Key Id 77 WeP Solutions Limited 2 Secret Key Razor Pay Secret Key 3 Update Updates the changes made. 4 Clear Clears all fields. 5 Close Closes the current screen. 3.7.6 Add Role Add role screen allows user to define roles that can be assigned to other employees. User can also change the access for that particular role. e.g.: Sweeper is the new role that is added by the user. Now user can configure, what module can be accessed by that role (Rider). 1 2 3 1 2 4 5 6 Figure 70: Add Role 7 8 Label Field Description 1 Role List List of all roles including pre-added roles by 78 WeP Solutions Limited system and user added roles. 2 Role Name Name of the role user wants to add. 3 Permissions List of permissions user wants to give to that role. 4 Add Role Add a new role into database. 5 Update Permissions Update permissions of an existing role. Note: 1. Operator permission is default permission and will be given to every new role defined by user by default. 2. User cannot modify/update system default roles like “Manager, Head cook, Waiter”. 6 Delete Role Delete a role added by user only. Note: User cannot delete system added roles like “Manager”. 7 Clear Clears all field. 8 Close Closes the current screen. 3.7.7User management This screen allows user to insert and delete a record of an employee and assign a role to him. User can also modify the employee details and change the role assigned to him earlier. Default user admin can neither be updated not deleted. 79 WeP Solutions Limited 1 2 3 4 5 6 7 8 9 10 11 12 13 Figure 71: User management Label Field Description 1 Name Name of the waiter/rider. 2 Mobile Contact number of the waiter/rider. 3 Designation Designation of the person. 4 Role Role of the person. 5 Login Username of the person. 6 Password Password to login into the system. 7 Aadhar Aadhar card number. 8 Email Email id of the person. 80 WeP Solutions Limited 9 Address Address of the person. 10 Submit Save/Updates the details. 11 Delete Delete a record. 12 Clear Clear the whole form. 13 Close Close the current screen. 3.7.8 Customers This application also provides a facility to the user to add a record of his regular/premium customers and record can be updated later on. User can search for the customer by customer’s mobile number or by customer’s name. 1 2 3 4 5 6 7 8 9 10 11 12 13 Figure 72: Customer Details 81 WeP Solutions Limited Label Field Description 1 Mobile no. Customer’s mobile. User can search for customers by customer’s mobile number. 2 Customer’s Name Name of the customer. User can also search by his customer name. 3 Customer’s GSTIN Customer’s GSTIN. 4 Customer’s Name Customer’s Name. 5 Mobile no. Customer’s mobile no. 6 Address Customer’s Address. 7 Credit Amount Customer’s credit amount on the user. 8 Credit Limit Maximum amount a customer can credit on merchant. 9 Delete Delete a record. 10 Add Add a new record. 11 Update Update an existing record. 12 Clear Clear the details of fields 3 to 7. 13 Close Close the current screen. 3.7.9 Settings Settings screen allows user to configure: Header and footer that is going to be printed on bill. Different prices for different services provided by the restaurant Configure tables for dine-in. 82 WeP Solutions Limited Owner details Settings for Inward supply configuration and Outward supply configuration. Application settings like Reset all settings, create a backup of current database image and factory reset to erase everything. Printers settings, like what will be printed from which printer. Other settings allow user to set options for date and time, fast billing mode, table splitting and etc. 3.7.9.1 Header Footer Header will be printed at the top of the bill and footer will be printed at the end of the bill. 1 2 3 4 Figure 73: Header Footer Settings Label Field Description 1 Header The text will appear in the starting of the bill. 83 WeP Solutions Limited 2 Footer The text will appear in the end of the bill. 3 Apply Apply changes. 4 Close Close the current screen. Header Footer 3.7.9.2 Price User can provide different services (service names are configurable) and for every service user can choose one of the three different rates for the item. User can also configure numbers of tables they have in their restaurant. 84 WeP Solutions Limited 1 2 3 4 5 Figure 75: Price Settings Label Field Description 1 Modes Name of service modules are configurable 2 Rates Chosen rate will be applicable for particular service. 3 Maximum Tables Maximum number of tables that are available. 4 Apply Apply changes. 5 Close Close the current screen. 3.7.9.3 Owner Detail User can see owner details which he has filled in starting. 85 WeP Solutions Limited Note: After printing first Bill/Invoice, user will no longer be able to modify these details. Before that user can modify “Owner’s Details” except for GSTIN, Ref No., bill No. & pre-fix. 1 2 3 4 5 6 7 8 9 10 11 Figure 76: Owner Details Display Label Field Description 1 Name Name of the owner. 2 Phone Phone number of the owner. 3 Email Email id of the owner. 4 Address Address of the owner. 5 POS Place of supply of the owner. 6 Is Main Office? Whether the address of owner details is main 86 WeP Solutions Limited office or not. 7 GSTIN GSTIN code of the owner. 8 Reference number Reference number with respect to WeP GST panel. 9 Bill no prefix Prefix of bill number. 10 Apply Apply changes. 11 Close Close the current screen. 3.7.9.4 Other 1 6 2 7 3 8 4 9 5 10 11 12 13 14 16 15 Figure 77: Other 3Settings Label Field Description 1 Date and Time Auto: Application will automatically picks up the device’s date and time. 87 WeP Solutions Limited Manual: User can manually select a date and time. 2 Price Change If enabled, user has the facility to change the price of an item at the time of billing. 3 Bill with stock If enabled then on every bill generated, quantity of items will be deducted from the stock. 4 Item no. reset Auto: Application will auto pick the initial count. e.g.: default is 1. Manual: User has the facility to enter the item code of his choice in item masters. 5 Bill no. daily reset If enabled bill number will be changed to 1 count after a day is ended. 6 Tax Allows user to select a Type of Tax from Forward and Reverse tax. Note: Bill-wise Discount and cess is not applicable in Reverse Tax. Only Item-wise discount is applicable. 7 Discount type User can provide discount on item or on bill. 8 Fast Billing Mode Items: Only items will be shown at the time of billing. Department/Item: Department and Items both will be shown at the time of billing. User can sort items according to departments. Department/Category/Item: All three things will be shown at the time of billing and user can sort items according to departments and then by 88 WeP Solutions Limited category. 9 Cummulative Heading Report If enabled, then a cummulated report will be generated for all the services provided by the user. 10 Table Splitting If enabled, then user can allow his customers to share theirtable with other party. 11 Owner’s details print If enabled, then own details will be printed on bill. 12 Header print bold If enabled, header will be printed in bold. 13 Bill amount round off If enabled, the bill amount will be rounded off. 14 Service name print If enabled, then service name will be printed on bill. 15 Apply Apply changes. 16 Close Close the current screen. 89 WeP Solutions Limited 3.7.9.5 GST 1 4 2 5 3 6 7 8 9 Figure 78: GST Settings Label Field Description 1 GSTIN If enabled, user can configure GSTIN. 2 POS If enabled, user can configure POS. 3 HSN Code If enabled, user can configure HSN code for each item in inward supply. 4 POS If enabled, user can configure POS in outward supply. 5 HSN Code If enabled, user can configure HSN code for each item in outward supply. 6 UTGST If enabled, then UTGST will be applicable on items 90 WeP Solutions Limited in outward supply. 7 Print HSN in Bill If enabled, then HSN will be printed in bill. 8 Apply Apply changes. 9 Close Close the current screen. 3.7.9.6 Machine 1 2 3 4 Figure 79: Machine Settings Label Field Description 1 Restore Default This option will restore all default settings in the system. 2 Back up User can take a backup of the database and can create as many as backups user wants. Backups 91 WeP Solutions Limited will be stored in device’s internal memory under “WeP_FnB_Backup” directory. 3 Factory Reset Factory reset will erase everything and application will come in its initial stage as it was installed for first time. 4 Close Close the current screen. Note: All these settings require manager’s credentials. 3.7.9.7 Print User can set all printers settings here that which printer will print what. e.g.: which printer will print bill and which will print receipt. 1 2 3 Figure 80: Print Settings 92 WeP Solutions Limited Label Field Description 1 Save Printer Save a particular printer for a particular thing. 2 Reset Reset settings. 4 Close Close the current screen. 4. Reports 4.1 Sales Report 3 2 1 4 5 6 7 Figure 81: Sales Report Label Field Description 1 Sales Report Application provides different views in which user can see the sales report. 2 From Date Start date from which user wants to see the 93 WeP Solutions Limited report. 3 To Date End date to which user wants to see the reports. 4 Print Allows user to print the report. 5 Export Allows user to export the report in .csv format. 6 View Shows report within the range of date mentioned. 7 Close Closes the reports screen. Figure 82: Bill wise report format 94 WeP Solutions Limited 4.2 Inventory Report 2 1 3 4 5 6 7 Figure 83 : Inventory Report Label Field Description 1 Inventory Report Application provides different views in which user can see the inventory report. 2 From Date Start date from which user wants to see the report. 3 To Date End date to which user wants to see the reports. 4 Print Allows user to print the report. 5 Export Allows user to export the report in .csv format. 6 View Shows report within the range of date mentioned. 7 Close Closes the reports screen. 95 WeP Solutions Limited 4.3 Employee/Customer Report 3 2 1 4 5 6 7 Figure 84: Employee /Customer Report Label Field Description 1 Employee/Customer Report Application provides different views in which user can see the employee/customer report. 2 From Date Start date from which user wants to see the report. 3 To Date End date to which user wants to see the reports. 4 Print Allows user to print the report. 5 Export Allows user to export the report in .csv format. 6 View Shows report within the range of date mentioned. 7 Close Closes the reports screen. 96 WeP Solutions Limited 4.4 GST Report 2 1 3 4 5 6 7 Figure 85: GST Report Label Field Description 1 GST Report Application provides different views in which user can see the GST report. 2 From Date Start date from which user wants to see the report. 3 To Date End date to which user wants to see the reports. 4 Print Allows user to print the report. 5 Export Allows user to export the report in .csv format. 6 View Shows report within the range of date mentioned. 7 Close Closes the reports screen. 97 WeP Solutions Limited Figure 86: GSTR1 B2B report format 4.5 GST Link 1 2 3 Figure 87: GST Link 98 WeP Solutions Limited Label Field Description 1 Post GSTR1 Invoices Uploads GSTR1 invoices. 2 Post GSTR2 Invoices Uploads GSTR2 invoices. 3 WeP ASP Portal Go to WeP GSP Portal. 5. Amend Module 5.1 GSTR2 5 1 2 3 4 7 8 6 9 11 10 Figure 88 : GSTR Amend 12 Label Field Description 1 Supplier Type User can choose the supplier type – registered or unregistered 99 WeP Solutions Limited 2 GSTIN/Name User can enter either GSTIN or Name of the supplier. 3 Invoice number Invoice number for which amends are supposed to me made. 4 Invoice date Date on which the invoice was generated. 5 Taxable Value Applicable taxable value. 6 G/S Whether it was goods or services. 7 IGST/CGST/SGST (%) Percentage of tax which is applicable on goods/services 8 IGST/CGST/SGST/cess amount Tax applicable on goods/services in amount. 9 Load Load any existing amends for that invoice number and invoice date. 10 Add Add a new amend to the database. 11 Clear Clears all the fields. 12 Close Closes the current screen. 100 WeP Solutions Limited 5.2 GSTR1 B2B 4 1 6 2 7 3 5 8 9 10 Figure 89 : GSTR1 B2B Amend 11 Label Field Description 1 GSTIN User can enter either GSTIN of the supplier. 2 Invoice number Invoice number for which amends are supposed to me made. 3 Invoice date Date on which the invoice was generated. 4 Taxable Value Applicable taxable value. 5 G/S Whether it was goods or services. 6 IGST/CGST/SGST (%) Percentage of tax which is applicable on goods/services 101 WeP Solutions Limited 7 IGST/CGST/SGST/cess Tax applicable on goods/services in amount. 8 Load Load any amend if already existing for that invoice. 9 Add Add a new amend to database. 10 Clear Clear every field. 11 Close Closes the current screen. 5.3 GSTR1 B2CL 6 1 4 2 3 5 7 8 9 10 Figure 90 : GSTR1 B2CL Amend 102 WeP Solutions Limited Label Field Description 1 Recipient’s Name Name of the recipient. 2 Invoice number Invoice number for which amends are supposed to me made. 3 Invoice date Date on which the invoice was generated. 4 G/S Whether it was goods or services. 5 Customer State Code Customer’s state code. 6 IGST & cess Applicable IGST in percentage and amount and cess if applied in amount. 7 Load Load any amends if already present for that invoice. 8 Add Add a new amend to database 9 Clear Clear every field. 10 Close Closes the current screen. 103 WeP Solutions Limited 5.4 GSTR1 B2CS 3 5 1 2 4 6 8 7 Figure 91 : GSTR1 B2CS Amend 9 Label Field Description 1 Customer State Code Customer’s state code. 2 Tax Period Tax period. 3 IGST/CGST/SGST Tax rate in percentage. 4 Aggregate Taxable Value Applicable aggregate taxable value. 5 IGST/CGST/SGST/cess Tax rate in amount. 6 Load Load already existing data for that month period 7 Add Add a new record to database. 104 WeP Solutions Limited 8 Clear Clear every field. 9 Close Closes the current screen. 6. Credit Debit Note 1 2 3 6 7 5 8 4 9 10 12 11 Figure 92 : Credit Debit Note 13 Label Field Description 1 Number Invoice number. 2 Date Date on which note has been created. 3 Reason Reason for taking or giving credit/debit note. 4 OK Ok button to load details of that invoice number. 105 WeP Solutions Limited 5 IGST/CGST/SGST/cess Percentage and in amount of tax which is applicable on goods/services 6 Recipient Name/GSTIN Name of the recipient or GSTIN. 7 Total invoice amount The total amount of invoice. 8 Attracts reverse charge Yes/No 9 Note Type Note type can be of either credit or debit. 10 Load Load Credit/Debit notes if exists in database. 11 Add Add a record. 12 Clear Clear every field. 13 Close Close the current screen. 106 WeP Solutions Limited 7. Day End User can end hisday of business by clicking on “Day End” in home screen. If Date and Time is set to automatic then application will automatically pick the device’s date and time and if user has set date and time to manual then user will get an option to choose the date on which he wants to end his day. For settings click here in Section 3.6.9.4. Figure 93 : Day End Auto Figure 94 : Day End Manual 107 WeP Solutions Limited 8. Limitations & Recommendations 1. Item search through barcode is recommended to be done through barcode scanner. 2. Payment like eWallet , Mswipe requires good internet connectivity. 9. FAQs Q. Is any configuration required for barcode before using? A. Yes, kindly configure your barcode scanner to return line feed after scanning. Q. Upon using clicking MSwipe Payment, I am being asked for username and password. Where do I get these? A. You will be provided with username and password at the time of purchase of MSwipe Machine. Q. On clicking Wallet Payment, I am getting message “Invalid credentials” A. You have to go to RazorPay website and get register. Upon successful registration, you will be provided with Key Id. Go to payment mode configuration and enter this Key Id and save it. Now you will be able to use Wallet Payment. Q. After scanning barcode of an item, it is not added into KOT A. User needs to configure their barcode scanner to add line feed suffix, only then you will be able to add item in KOT directly after scanning item’s barcode. See Details in section 3.6.2.1. 108
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