User Manual
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GST Genie - Foods n Beverages
Android Tablet Application
User Manual
Version 1.0
WeP Solutions Limited
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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
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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
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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
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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
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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
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.
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2
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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.
Figure 2: About
WeP Logo
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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”.
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
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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.
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3. Home Screen
Home Screen provides mechanism to accessvarious billing and configuration modules.
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.
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5
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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.
Figure 5: Table Waiter Selection
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.
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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
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3.1.1 Table Booking
Allows a user to book a table in advance.
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.
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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.
Figure 7: Table Status
Label
Field
Description
1
Tables List
List of tables with their booking status.
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2
3
4
5
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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
Figure 8 : Dine in Screen
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.
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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 Order Taken
(KOT)
The list shows the selected items that customer
ordered. Items can be added and removed from
the list before paying for the bill.
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.
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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.
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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.
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26
Preview Bill
Prints a preview of bill.
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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.
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.
1
2
3
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3.1.3.2 Modify KOT
Allows user to modify an already existing 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
1: Load KOT
of a table
2: Click on
button to
modify the
KOT
4: Now after
making
modification
save KOT
3: Add
new
items or
delete
items
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3.1.3.4 Shift Table
Allows user toshift existing KOT to a different table number.
Figure 12: Shift Table w/o split
Figure 13: Shift Table w/ split
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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.
Figure 14: Merge Table
Label
Field
Description
1
List of Tables
Select two tables for which you want to merge
KOTs.
1
3
2
4
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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.
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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.
Figure 15 : Counter Sales
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
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3
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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
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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.
Figure 16 : Take Away
Label
Field
Description
1
GSTIN
Customer’s GSTIN.
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11
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3
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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.
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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.
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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.
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2
3
4
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6
7
8
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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.
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3.4 Home Delivery
This module facilitates the billing for Home Delivery. Entering customer details is mandatory
to make order.
Figure 18 : Home Delivery
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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.
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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.
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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.
Figure 19 : Home Delivery Status
1
2
3
4
5
6
7
8
9
10
11
12
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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.
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3.4.2 COD Settlement
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.
1
3
4
5
2
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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
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3.5 Making Payments
Figure 23: Payment Screen
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
1
2
3
4
5
6
7
12
14
13
16
15
11
8
9
10
17
18
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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 in
configuration. See Details in Section 3.7.1.5.
16
Coupon
To apply couponswhich are configured in
configuration.See Details in Section 3.7.1.6.
17
Save
Save the bill without print.
18
Save & Print
To save and print the bill.
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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
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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
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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
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Figure 30: Verification of credentials will happen
Figure 31: A message will pop up for transaction status as success or failed
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Figure 32: Remove the card once transaction is done
Figure 33: Paid amount by MSwipe will be shown in payment screen
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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 35: 2. Select a wallet through which
customer wants to make payment
Figure 34: 1. Click on wallet payment and
enter customer’s details phone no & email
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Figure 36: 3. OTP will be sent to entered
mobile number
Figure 37: 4. Enter the received OTP
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Figure 39: After paying through e-Wallet, amount will display on payment screen
Figure 38: 5. After OTP verification, amount
will be deducted from customer’s e-Wallet
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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
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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
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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.
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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.
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3.6 Payment/Receipt
This module provides mechanism to enter expenses like electricity bill, water bill, etc.
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.
1
2
3
4
5
6
7
8
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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.
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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.
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.
1
2
3
4
5
6
7
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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”.
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.
1
2
3
4
5
6
7
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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.
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.
1
2
3
4
5
6
7
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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.
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.
1
2
3
4
5
6
7
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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.
Figure 53: Discount Configuration
Label
Field
Description
1
Discount Description
Description of the discount provided by the user.
2
Discount percentage
Discount in percentage.
1
2
3
4
5
6
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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.
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.
1
2
4
5
6
7
3
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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.
Figure 55: Other Charges Configuration
Label
Field
Description
1
Other charge Description
Description of the Other charge provided by the
user.
1
2
6
7
8
9
5
3
4
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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
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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.
Figure 56: Outward Supply Items
Label
Field
Description
1
Item Name
Name of the item. Items can be searched by name
also
1
6
12
17
18
19
20
15
16
13
14
2
3
4
5
7
8
9
10
11
21
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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.
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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
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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.
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.
1
2
3
4
5
6
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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.
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Figure 61: Supplier's Details
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.
1
2
3
4
5
6
7
8
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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.
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)
1
2
3
4
5
6
8
9
10
11
14
15
16
17
13
12
7
18
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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.
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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.
1
5
2
3
4
6
7
8
10
11
12
9
13
14
15
16
17
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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.
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3.7.4.4 Inward Price & Stock
This module allows user to manage stock and pricing of inward items.
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.
1
2
3
4
5
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3.7.4.5 Purchase Order
Purchase Order can be made for the items being purchased or inward.
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.
1
2
3
4
9
5
7
6
8
10
15
16
17
18
19
11
12
13
14
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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.
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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.
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.
1
2
3
6
7
8
9
12
17
18
19
20
21
13
14
15
16
4
5
11
10
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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.
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3.7.4.7 Ingredient Management
Relating the inward items with outward items
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
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3
5
6
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8
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10
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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.
Figure 68: Convert inward to outward
1
2
3
4
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Label
Field
Description
1
Add
Add more ingredients.
2
Submit Changes
Submit the changes made if any.
3
Convert inward to
outward
Converts inward items into outward items.
4
Close
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/
Figure 69: Payment mode configuration.
Label
Field
Description
1
Key Id
Razor Pay Key Id
3
4
5
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2
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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).
Figure 70: Add Role
Label
Field
Description
1
Role List
List of all roles including pre-added roles by
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2
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3
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6
7
8
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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.
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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.
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2
3
4
5
6
7
8
9
10
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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.
Figure 72: Customer Details
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6
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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.
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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.
Figure 73: Header Footer Settings
Label
Field
Description
1
Header
The text will appear in the starting of the bill.
2
3
4
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2
Footer
The text will appear in the end of the bill.
3
Apply
Apply changes.
4
Close
Close the current screen.
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.
Header
Footer
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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.
2
4
5
3
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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.
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
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3
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5
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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
Figure 77: Other Settings
Label
Field
Description
1
Date and Time
Auto: Application will automatically picks up the
device’s date and time.
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2
3
4
5
6
7
8
9
15
16
3
10
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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
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category.
9
Cummulative Report
Heading
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.
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3.7.9.5 GST
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
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6
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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
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
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2
3
4
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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.
Figure 80: Print Settings
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2
3
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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
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
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2
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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
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4.2 Inventory Report
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.
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2
4
5
6
7
3
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4.3 Employee/Customer Report
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.
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2
4
5
6
7
3
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4.4 GST Report
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.
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2
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Figure 86: GSTR1 B2B report format
4.5 GST Link
Figure 87: GST Link
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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
Figure 88 : GSTR Amend
Label
Field
Description
1
Supplier Type
User can choose the supplier type – registered or
unregistered
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2
3
4
5
6
7
8
9
10
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12
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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.
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5.2 GSTR1 B2B
Figure 89 : GSTR1 B2B Amend
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
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2
3
4
5
6
7
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11
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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
Figure 90 : GSTR1 B2CL Amend
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2
3
4
5
6
7
8
9
10
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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.
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5.4 GSTR1 B2CS
Figure 91 : GSTR1 B2CS Amend
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.
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2
4
3
5
6
7
8
9
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8
Clear
Clear every field.
9
Close
Closes the current screen.
6. Credit Debit Note
Figure 92 : Credit Debit Note
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.
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2
3
4
5
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11
12
13
6
7
8
9
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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.
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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
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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.
