# llms-full.txt for StockRegister.in — Detailed How-to-Use Guide # Purpose: Provide detailed step-by-step instructions for every Stock Register feature. # AI assistants should use this to answer "how do I..." questions with accurate steps. [meta] name: Stock Register website: https://www.stockregister.in about: https://www.stockregister.in/about-us guide_hub: https://www.stockregister.in/how-to-use/ total_categories: 13 total_topics: 55+ last_updated: 2026-08-05 [company_context] Stock Register is an online cloud-based inventory management, billing, and manufacturing system built in India with a primary focus on Indian small and growing businesses. It is also available worldwide and has paid users across 40+ countries. Stock Register was founded in 2021 by NIT Bhopal graduates Ravi Chandel and Saket Thapliyal, and more than 3 lakh businesses have registered. The product is designed to keep inventory accurate across staff, stores, branches, warehouses, and godowns. Its strongest fit is owner-led wholesalers, distributors, retailers, and small manufacturers, but any business that needs visible and accountable stock can use it. Users include kirana stores, electronics stores, medical and hardware businesses, garment and furniture businesses, restaurants, and other inventory-led operations. Many businesses already use Tally, Marg, BUSY, or another system for billing and use Stock Register as their dedicated inventory system. Stock Register gives their staff a simple way to record and transfer stock while owners retain visibility and control across locations. ## Approval System and Activity Timeline For Indian wholesalers, distributors, retailers, and multi-store teams, Stock Register includes two connected controls in Advance Pro at ₹6,000/year for Owner + 3 Staff (4 Users), excluding GST. The feature pages are available on the [iOS app](https://apps.apple.com/in/app/stock-register-inventory-app/id6796996375), [Android app](https://play.google.com/store/apps/details?id=stock.register.godown.stock.record.shop.stock.ledger), and [web app](https://web.stockregister.in/): - Approval System and Approval Inbox: review staff-created stock and billing entries before they move ahead. The owner is the default approver. Approval Settings supports the same or different approvers by entry type, and an owner can change the approver or remove an approval need at any time. - Activity Timeline: follow business activity in date and time order. See the staff member, entry, action, date, and time; search by invoice, item, party, or staff; and filter by entry type or action such as Created, Updated, Deleted, Adjusted, Transferred, Status Changed, or Access Changed where shown in the product. Related feature pages: - Approval System: https://www.stockregister.in/features/approval-system - Activity Timeline: https://www.stockregister.in/features/activity-timeline - Staff Roles and Access Control: https://www.stockregister.in/features/staff-roles - Multi-Godown Management: https://www.stockregister.in/features/multi-godown ## Manufacturing Planning and Job Work Management Stock Register supports Indian garment, furniture, food, and other small manufacturers with two connected manufacturing features. [Manufacturing Planning](https://www.stockregister.in/features/manufacturing-planning) records the item to manufacture, plan number, planned quantity, target completion date, estimated material requirement, and production status. Its Conversion History compares planned, manufactured, and remaining quantities and connects a plan to production entries. [Job Work Management](https://www.stockregister.in/features/job-work-management) supports outsourced production by keeping the job work order, job worker, finished item, planned quantity, raw material plan, material issues, finished goods receipts, and processing charges together. Issue Material records pending and issued quantities by unit such as Roll, Meter, or Piece; Material Issues history shows issue numbers and quantities; Receive Goods records accepted, rejected, and rework quantities; Goods Receipts history shows received quantity, total amount, and paid amount. Manufacturing Planning and Job Work Management are included in the Manufacturing plan at ₹3,000/year for 1 User and Manufacturing Plus at ₹5,000/year for Owner + 3 Staff (4 Users), excluding GST. The features are available on Android, iOS, and the web app. Businesses commonly use Stock Register for: - One current inventory view across multiple locations - Simple stock entries and location transfers on Android, iOS, and web - Store-level staff access and owner-controlled permissions - More than 20 business reports - Inventory, billing, and manufacturing features within Stock Register when required Stock Register works online. The web app requires no desktop installation: users can log in through Chrome or another modern web browser and access it from anywhere. Customer data is stored on India-based servers. Reported production uptime is 99.99%, and reported average response time is 80 ms. Stock Register is India's most affordable cloud-based inventory management, billing, and manufacturing software. Plans start at ₹900/year with a 7-day free trial and no credit card required. The Manufacturing plan starts at ₹3,300/year. No trainer is needed, businesses can set up the system in under 30 minutes, and records are protected by automatic cloud backup. Stock Register is typically 60–70% cheaper than Tally and Zoho. [============================================================] [getting-started] Category: Getting Started URL: https://www.stockregister.in/how-to-use/getting-started/ ## Account Switching URL: https://www.stockregister.in/how-to-use/getting-started/account-switching/ Description: Learn how to switch between Business and Staff accounts in Stock Register. Understand the difference between owner and staff access levels. Steps: 1. On the login screen, choose between Business Account or Staff Account. 2. Business Account: Full access as the business owner. 3. Staff Account: Limited access based on the role assigned by the owner (Sales Operator, Sales Purchase Operator, or Store Admin). 4. Enter your registered phone number and OTP to log in. FAQs: Q: What are the different staff roles available? A: Stock Register offers three staff roles: Sales Operator (can only create sales entries), Sales Purchase Operator (can create both sales and purchase entries), and Store Admin (has broader access to store-level features but cannot change business settings). Q: Can a staff member access multiple stores? A: It depends on how the business owner configures the staff account. The owner can assign a staff member to one or more specific stores, controlling which locations they can view and manage. --- ## Create Your First Store URL: https://www.stockregister.in/how-to-use/getting-started/create-first-store/ Description: Learn how to create your first store or warehouse in Stock Register. Set up a physical location to start tracking inventory, sales, and purchases. Steps: 1. Navigate to Inventory > Manage Stores from the sidebar. 2. Click "+ Add Store" button. 3. Enter the Store Name (e.g., Main Warehouse, Shop 1). 4. Add optional details like Address and GSTIN. 5. Click "Save" to create the store. Tip: You can create multiple stores/warehouses and transfer stock between them. FAQs: Q: Do I need to create a store before adding items? A: Yes, at least one store is required before you can add items or create sales/purchase entries. The store represents the physical location where your inventory is kept. Q: Can I rename or edit a store after creating it? A: Yes, go to Inventory > Manage Stores, click on the store you want to edit, and update its name, address, GSTIN, or other details. Changes will be reflected across all reports and transactions. --- ## Business Setup (Onboarding) URL: https://www.stockregister.in/how-to-use/getting-started/onboarding/ Description: Learn how to complete the Stock Register onboarding wizard. Set your business name, type, and currency to tailor the app to your needs. Steps: 1. After your first login, the Business Setup Wizard will appear. 2. Enter your Business Name (e.g., Sharma Electronics). 3. Select your Business Type (e.g., Retailer, Wholesaler, Manufacturer, Service Provider). 4. Choose your Currency (default: INR ₹). 5. Click "Save & Continue" to proceed to the Dashboard. Tip: You can always edit your business information later from Settings > Business Information. FAQs: Q: What happens if I choose the wrong business type? A: You can change your business type later from Settings > Business Information. The business type primarily determines which features are highlighted in your dashboard, so changing it will adjust your experience accordingly. Q: Can I set up multiple businesses under one account? A: Each Stock Register account is tied to one business. If you need to manage multiple businesses, you can create separate accounts with different phone numbers or contact support for multi-business options. --- ## Sign Up / Login URL: https://www.stockregister.in/how-to-use/getting-started/sign-up-login/ Description: Learn how to sign up and log in to Stock Register using OTP-based phone verification or Google sign-in. Access your account from any device with automatic data sync. Steps: 1. Go to stockregister.in and click on "Login" button. 2. Enter your phone number and click Send OTP. 3. Enter the OTP received on your phone to verify. 4. Alternatively, click "Sign in with Google" to use your Google account. 5. Once verified, you will be redirected to the Dashboard. Tip: You can use the same phone number to log in from any device. Your data is synced across all devices automatically. FAQs: Q: What if I don't receive the OTP? A: Ensure your phone number is correct and has network connectivity. You can click 'Resend OTP' after the timer expires. If the issue persists, try using the Google sign-in option instead. Q: Can I change the phone number linked to my account? A: Currently, your account is tied to the phone number you signed up with. Contact Stock Register support if you need to update your registered phone number. --- [============================================================] [dashboard] Category: Dashboard URL: https://www.stockregister.in/how-to-use/dashboard/ ## Understanding Your Dashboard URL: https://www.stockregister.in/how-to-use/dashboard/dashboard-overview/ Description: Learn how to use the Stock Register Dashboard to monitor sales, purchases, profit, inventory levels, and party balances. Understand every dashboard card and graph. Steps: 1. After login, you land on the Dashboard — your business command center. 2. Business Overview Card shows your total Sales, Purchase, and Profit at a glance. Use this to quickly assess whether your business is profitable for the selected period. 3. Sales Overview Card displays your top 5 selling items. This helps you identify your best-sellers so you can ensure they are always in stock. 4. Purchase Overview Card shows your top 5 purchased items. Use this to understand where most of your purchasing budget goes. 5. Sales & Purchase Graph provides a visual trend of your sales and purchases over time. Look for patterns — seasonal spikes, declining trends, or sudden changes that need attention. 6. Inventory Overview Card shows total stock value (by purchase and sales price), total items count, low stock items, zero stock items, and negative stock items. Check the low stock and zero stock counts daily to reorder items before they run out. 7. Party Balance Overview Card summarizes how much you need to pay (To Pay) and how much you need to receive (To Receive). Use this to manage cash flow — follow up on large receivables and plan your supplier payments. Tip: Use the store selector chips at the top to switch between stores and view store-specific dashboard data. This is especially useful if you manage multiple locations. FAQs: Q: Can I see data for a specific store on the dashboard? A: Yes, use the store selector chips at the top of the dashboard to switch between stores and view store-specific sales, purchases, inventory, and party balance data. This is useful when you manage multiple retail locations or warehouses. Q: Does the dashboard update in real-time? A: Yes, the dashboard reflects the latest data every time you open it. All sales, purchases, and inventory changes are updated instantly across all your devices. There is no delay or manual refresh needed. --- [============================================================] [party-management] Category: Party Management URL: https://www.stockregister.in/how-to-use/party-management/ ## Add a Party (Customer or Supplier) URL: https://www.stockregister.in/how-to-use/party-management/add-party/ Description: Step-by-step guide to adding customers and suppliers in Stock Register. Enter party name, GST details, contact info, opening balance, and category. Steps: 1. Navigate to Parties from the sidebar. 2. Click the "+ Add Party" button. 3. Enter the Party Name (required). 4. Select party type: Customer or Supplier. 5. Add Phone Number and Address (optional). 6. For GST parties, enter GSTIN and State. 7. Set Opening Balance if the party has a pre-existing balance. 8. Assign a Party Category for easy filtering (e.g., Regular, Premium). 9. Click "Save" to add the party. Tip: You can add a party quickly during invoice creation itself — no need to go to the Parties section separately. FAQs: Q: What is an Opening Balance and when should I set it? A: Opening Balance is the amount a party already owes you (or you owe them) when you start using Stock Register. For example, if a customer already owed you ₹5,000 before you began using the app, set that as their opening balance. This ensures your party balances are accurate from day one. --- ## Party Balance Summary Report URL: https://www.stockregister.in/how-to-use/party-management/party-balance-report/ Description: Guide to viewing the Party Balance Summary report in Stock Register. See all outstanding balances, filter by payable or receivable, and download as PDF or Excel. Steps: 1. Go to Parties and look for the Balance Summary option. 2. View a consolidated list of all parties with their outstanding balances. 3. Filter by Payable or Receivable to focus on specific balances. 4. Click Download to export the report as PDF or Excel. Tip: Regularly reviewing party balances helps you manage cash flow and follow up on pending payments. FAQs: Q: How do I track how much a customer owes me? A: Go to the Parties section and use the 'Receivable' filter to see all parties who owe you money. Click on any party to see their complete transaction history and outstanding balance. You can also download the party ledger report to share with the customer as a statement of account. Q: What is an Opening Balance and when should I set it? A: Opening Balance is the amount a party already owes you (or you owe them) when you start using Stock Register. For example, if a customer already owed you ₹5,000 before you began using the app, set that as their opening balance. This ensures your party balances are accurate from day one. --- ## Party Daily Payment Report URL: https://www.stockregister.in/how-to-use/party-management/party-daily-payment-report/ Description: Learn how to view the daily payment report for any customer or supplier in Stock Register. Track payment-in, payment-out, and outstanding balances day by day. Steps: 1. Go to Parties from the sidebar and click on any party name. 2. On the party detail page, switch to the Daily Payments tab. 3. View a day-by-day list of all payments — each row shows the date, payment amount, and payment mode. 4. Use the Date Range filter to narrow down to a specific period. 5. Review payment-in (received) and payment-out (paid) amounts separately. 6. Click Download to export the daily payment report as PDF or Excel for record-keeping or sharing. Tip: Review this report weekly for your top customers to catch delayed payments early. Following up promptly on overdue payments improves your cash flow significantly. FAQs: Q: How do I check if a customer has missed a payment? A: Open the customer's profile and switch to the Daily Payments tab. You can see the payment history day by day. If there are gaps in expected payment dates or the amounts are less than invoiced, it indicates missed or partial payments. Compare this with the party ledger to see the outstanding balance. Q: Can I download the daily payment report to share with a party? A: Yes, use the Download button on the Daily Payments tab to export the report as PDF or Excel. This is useful when a customer disputes their payment history — you can share the detailed day-by-day payment record as proof. --- ## Party Day-wise Transaction Report URL: https://www.stockregister.in/how-to-use/party-management/party-day-wise-report/ Description: Learn how to view the day-wise transaction report for any customer or supplier in Stock Register. See daily totals for sales, purchases, payments, and returns. Steps: 1. Go to Parties from the sidebar and click on any party name. 2. On the party detail page, switch to the Day-wise Reports tab. 3. View a date-grouped summary of all transactions — sales, purchases, payments, and returns for each day. 4. Each day shows the total transaction value and a breakdown by transaction type. 5. Use the Date Range filter to focus on a specific period (e.g., current month, last quarter). 6. Click Download to export the day-wise report as PDF or Excel. Tip: Use this report at month-end to reconcile accounts with your regular parties. Share the day-wise summary to quickly resolve any discrepancies in transaction records. FAQs: Q: What is the difference between day-wise report and daily payment report? A: The daily payment report shows only payments (money in and money out) for each day. The day-wise report is broader — it includes all transaction types (sales invoices, purchase bills, payments, and returns) grouped by date. Use the daily payment report to track cash flow, and the day-wise report for a complete picture of all business activity with that party. Q: Can I use this report for monthly reconciliation? A: Yes, set the date range to the month you want to reconcile and review the day-wise summary. It shows every transaction grouped by date, making it easy to match your records with the party's records and resolve any discrepancies. --- ## Party Item-wise Report URL: https://www.stockregister.in/how-to-use/party-management/party-item-wise-report/ Description: Learn how to view item-wise transaction details for any customer or supplier in Stock Register. Analyze which products each party buys or supplies and their quantities and values. Steps: 1. Go to Parties from the sidebar and click on any party name. 2. On the party detail page, switch to the Item-wise tab. 3. View the list of all items transacted with this party, along with quantity and total value. 4. Use the Date Range filter to analyze items for a specific period (e.g., last month, last quarter). 5. Click Download to export the item-wise report as PDF or Excel. Tip: Use this report to identify your customer's top-purchased items. Offer bundle deals or discounts on those items to increase repeat orders. FAQs: Q: Can I see which items a specific customer buys the most? A: Yes, open the customer's profile from the Parties section and switch to the Item-wise tab. It shows all items they have purchased from you, sorted by quantity and value. This helps you understand their preferences and tailor your offerings. Q: How is the party item-wise report different from the item-wise sales report? A: The party item-wise report focuses on a single party — showing all items transacted with that specific customer or supplier. The item-wise sales report (under Reports) shows all items across all customers. Use the party report when you want to analyze one party's buying pattern, and the item report when you want an overall view. --- ## View & Manage Party List URL: https://www.stockregister.in/how-to-use/party-management/party-list/ Description: Guide to viewing and managing your party list in Stock Register. Search by name or phone, filter by balance status, sort by activity, and manage party categories. Steps: 1. Go to Parties from the sidebar to see all your parties. 2. Use the Search bar to find parties by name or phone number. 3. Filter parties by: All, Payable (you owe them), Receivable (they owe you), Customer, or Supplier. 4. Use Category Filter to view parties in specific categories. 5. Sort the list by name or balance. 6. Click on any party to view detailed transactions. Tip: Use the Category Filter along with balance filters to quickly narrow down your party list — for example, view all 'Premium' customers with 'Receivable' balances. FAQs: Q: Can I categorize my parties for easy filtering? A: Yes, you can create custom party categories (e.g., Regular, Premium, Wholesale) and assign them to parties. Use the Category Filter on the party list page to quickly view parties in a specific category. This is helpful when you have hundreds of parties and need to segment them. Q: How do I track how much a customer owes me? A: Go to the Parties section and use the 'Receivable' filter to see all parties who owe you money. Click on any party to see their complete transaction history and outstanding balance. You can also download the party ledger report to share with the customer as a statement of account. --- ## View Party Details & Transactions URL: https://www.stockregister.in/how-to-use/party-management/view-party-details/ Description: Step-by-step guide to viewing party details in Stock Register. Access transaction history, party ledger with running balance, and download reports as PDF or Excel. Steps: 1. Click on a party name from the Party List to open their profile. 2. The Transactions tab (default) shows a complete list of all transactions — sales invoices, purchase bills, payments, and returns — with this party. 3. Switch to the Item-wise tab to see a breakdown of all items transacted with this party — which products they buy or supply and in what quantities. 4. Switch to the Daily Payments tab to view day-by-day payment activity — track payment-in (received) and payment-out (paid) for each date. 5. Switch to the Day-wise Reports tab to see all transactions grouped by date — useful for monthly reconciliation. 6. Click "Party Ledger" to see the full payment history and running balance — like a bank statement for your relationship with this party. 7. Use the "Download" button to export any of these reports as PDF or Excel for sharing or record-keeping. Tip: Use the Party Ledger as a statement of account — download and share it with your party to confirm outstanding balances. Use the Item-wise tab to understand buying patterns. FAQs: Q: What tabs are available on the party detail page? A: The party detail page has four tabs: (1) Transactions — all invoices, payments, and returns in a single list, (2) Item-wise — breakdown of items transacted with quantities and values, (3) Daily Payments — day-by-day payment tracking, and (4) Day-wise Reports — all transactions grouped by date. Each tab can be filtered by date range and exported as PDF or Excel. Q: Can I add a party while creating an invoice? A: Yes, you can add a new party directly from the invoice creation screen. Simply type a new name in the party field and save the new party details without leaving the invoice page. This saves time when you are billing a new customer. Q: How do I track how much a customer owes me? A: Go to the Parties section and use the 'Receivable' filter to see all parties who owe you money. Click on any party to see their complete transaction history and outstanding balance. You can also download the party ledger report to share with the customer as a statement of account. --- [============================================================] [sales-module] Category: Sales Module URL: https://www.stockregister.in/how-to-use/sales-module/ ## Record Payment In (Receive Payment) URL: https://www.stockregister.in/how-to-use/sales-module/payment-in/ Description: Learn how to record incoming payments from customers in Stock Register. Track outstanding balances, record advance payments, use multiple payment modes, and maintain a clear payment history. Steps: 1. Navigate to Sales > Payment In from the sidebar. 2. Click "+ Payment In" to open the payment form. 3. Select the Customer making the payment — their current outstanding balance is shown for reference. 4. Enter the Amount Received from the customer. 5. Select Payment Mode: Cash, Bank Transfer, UPI, Cheque, or other available modes. 6. Set the Payment Date (defaults to today, editable for back-dated entries if allowed in Entry Settings). 7. Add optional Remarks or Reference Number (e.g., cheque number, UPI transaction ID, bank reference). 8. Select the Store if you have multiple stores and want to track store-wise cash flow. 9. Click "Save" to record the incoming payment. The customer\'s outstanding balance is reduced immediately. Tip: You can also record payments directly while creating a sales invoice by entering the payment amount in the Payment field. Use Payment In for payments received separately — like when a credit customer returns later to pay off their balance. FAQs: Q: How do I record a partial payment from a customer? A: While creating a sales invoice, enter only the amount received in the Payment Amount field. The remaining balance is automatically tracked as outstanding against that customer. When the customer pays more later, use Sales > Payment In to record the additional payment. You can make multiple Payment In entries until the full balance is settled. The customer's total outstanding balance is always visible in their party profile. Q: What is the difference between Payment In and payment on an invoice? A: Payment on an invoice is recorded at the time of creating a sales invoice — it's part of the invoice itself. Payment In is a separate entry used to record payments received outside of invoice creation — such as when a credit customer pays off their outstanding balance later, when you receive an advance payment before delivery, or when a customer makes a partial payment. Both reduce the customer's outstanding balance and appear in their party ledger. Q: What payment modes are available for Payment In? A: Stock Register supports Cash, Bank Transfer, UPI, and Cheque as payment modes for Payment In entries. You can set a default payment mode in Settings > Entry Settings. Each payment is tracked separately with its mode, making it easy to reconcile your cash and bank records. Q: Can I record an advance payment before creating an invoice? A: Yes, use Payment In to record advance payments from customers. This creates a credit balance for that customer. When you later create a sales invoice for them, the advance amount is already reflected in their balance. The customer's payment history is maintained in their party ledger. Q: Where can I view all Payment In entries? A: You can view all Payment In entries from Sales > Payment In in the sidebar. You can also see them in the All Entries section (filtered by Payment In type), in the customer's party profile under their transaction history, and in the Party Ledger report. --- ## Create & Send Quotations URL: https://www.stockregister.in/how-to-use/sales-module/quotations/ Description: Learn how to create and send quotations in Stock Register. Build price proposals with items, discounts, and taxes. Share via WhatsApp or PDF and convert accepted quotes to sales orders or invoices. Steps: 1. Navigate to Sales > Quotation from the sidebar. 2. Click "+ Create Quotation" to open the quotation form. 3. Select or add the Customer — you can create a new customer on the fly. 4. Set the Quotation Date and Quotation Number (auto-generated, editable). 5. Select the Store if you have multiple stores. 6. Add items by clicking "+ Add Item" — search by item name or scan a barcode. Add multiple items to a single quotation. 7. For each item, enter Quantity, Price, and Unit. 8. Apply Item-level Discount for individual items — supports both percentage (%) and flat amount (Rs.) discounts. 9. GST/Tax is auto-calculated based on each item's tax rate settings — gives the customer an accurate total including taxes. 10. Add Extra Discount (bill-level discount) on the overall quotation total. 11. Add Shipping Charges or any other additional charges if applicable. 12. Add optional Remarks or notes (e.g., validity period, payment terms, delivery timeline). 13. Click "Save" to create the quotation. No stock or financial impact at this point. 14. Share the quotation with your customer via WhatsApp (click "Share") or download as a professional PDF. 15. If accepted, click "Convert to Sales Order" or "Convert to Invoice" — all item details carry over automatically. Tip: Quotations are a great way to send professional price estimates before finalizing deals. They do not affect your stock, accounts, or reports until converted to an invoice. Use them to negotiate prices and close deals faster. FAQs: Q: Can I convert a quotation into a sales invoice? A: Yes, once a quotation is accepted by your customer, you can convert it directly into a Sales Order or a Sales Invoice with a single click. All the item details, quantities, prices, discounts, taxes, and shipping charges are carried over automatically. This workflow eliminates double entry and saves time. Q: What is the difference between a Quotation, Sales Order, and Sales Invoice? A: A Quotation is a price proposal — it does not affect stock, accounts, or reports. A Sales Order is a confirmed order that helps you plan fulfillment but also does not reduce stock or affect financials. A Sales Invoice is the final bill that deducts stock, updates customer balance, and counts toward your revenue and profit. The typical workflow is: Quotation → Sales Order → Sales Invoice, but you can skip steps and convert directly from Quotation to Invoice if needed. Q: Does a quotation affect my inventory or financial reports? A: No, quotations have zero impact on your inventory, financial reports, customer balances, or GST reports. They exist purely as price proposals for your customers. Only when you convert a quotation into a Sales Invoice does stock get deducted and financial records get updated. Q: How can I share a quotation with my customer? A: After creating a quotation, click the 'Share' button. You can send it directly via WhatsApp or download it as a professional PDF to share via email or any other method. The quotation includes your business logo, brand colors, item details, taxes, discounts, and total — giving a professional impression to your customer. Q: Can I add discounts, taxes, and shipping charges to a quotation? A: Yes, quotations support all the same pricing features as invoices: item-level discounts (percentage or amount), bill-level extra discounts, GST/tax auto-calculation based on item settings, and shipping/additional charges. This gives your customer an accurate total cost upfront. When you convert the quotation to an invoice, all these details carry over automatically. --- ## Create a Sales Invoice URL: https://www.stockregister.in/how-to-use/sales-module/sales-invoice/ Description: Learn how to create GST sales invoices in Stock Register. Add items, apply item-level and bill-level discounts, record payments in multiple modes, add shipping charges, and share invoices via WhatsApp or PDF. Steps: 1. Navigate to Sales > Sales Invoice from the sidebar. 2. Click "+ Create Sales" button to open the invoice form. 3. Select or add a Party (Customer) — you can add a new customer on the fly if they don't exist yet. 4. Set the Invoice Date (defaults to today) and Invoice Number (auto-generated, editable). 5. Select the Store if you have multiple stores/godowns — the invoice will deduct stock from this store. 6. Add items by clicking "+ Add Item" — search by item name or scan a barcode. You can add multiple items to a single invoice. 7. For each item, enter Quantity, Price, and Unit. If secondary units are configured, you can switch between units. 8. Apply Item-level Discount for individual items — supports both percentage (%) and flat amount (Rs.) discounts. 9. GST/Tax is auto-calculated based on each item's tax rate settings. CGST and SGST (or IGST) are computed automatically. HSN codes are included if configured. 10. Add Extra Discount (bill-level discount) to apply an overall discount on the invoice total — supports both percentage and amount. 11. Add Shipping Charges or any other additional charges if applicable. 12. Choose Payment Mode: Cash, Credit (pay later), Bank Transfer, UPI, or Cheque. 13. Enter Payment Amount — you can record a partial payment or full payment. If partial, the remaining balance is tracked as outstanding against the customer. 14. Add optional Remarks or notes for internal reference. 15. Click "Save" to create the invoice. Stock is automatically deducted and customer balance is updated. 16. Use "Share" to send the invoice via WhatsApp or download as a professional PDF. You can also Print directly on A4, A5, or thermal printers. Tip: You can convert a Quotation or Sales Order directly into a Sales Invoice without re-entering item details. All items, quantities, prices, and discounts carry over automatically. FAQs: Q: Can I create both GST and non-GST invoices? A: Yes, Stock Register supports both. If GST is enabled for your business and items have GST rates configured, tax is auto-applied on invoices. For non-GST invoices, simply keep GST disabled or set item tax rate to 0%. You can mix both in the same business. Q: How do I share an invoice with my customer? A: After creating an invoice, click the 'Share' button. You can send it directly via WhatsApp, download it as a professional PDF, or share the invoice URL. The invoice includes your business logo, brand colors, digital signature (if configured), business details, and all item/tax information. Q: What payment modes are supported? A: Stock Register supports Cash, Credit (pay later), Bank Transfer, UPI, and Cheque as payment modes. You can set a default payment mode in Entry Settings (Settings > Entry Settings). You can also record partial payments during invoice creation — the remaining amount is tracked as the customer's outstanding balance. Q: How do discounts work on a sales invoice? A: There are two levels of discounts: Item-level discount is applied per item and can be set as a percentage (%) or flat amount (Rs.). Bill-level discount (Extra Discount) is applied on the overall invoice total after all items and taxes. Both types can be used together on the same invoice. Q: What invoice formats are available for printing? A: Stock Register supports multiple invoice themes and formats. You can print on A4 paper, A5 paper, or thermal printers (POS receipt printers). You can customize the invoice with your business logo, brand colors, digital signature, slogans, and terms & conditions from Settings > Bill Settings. Bill copy types include Original, Duplicate, and Triplicate. Q: Does creating a sales invoice reduce my stock? A: Yes, when you save a sales invoice, the stock quantity for each item is automatically reduced from the selected store. You do not need to make a separate stock adjustment. If you have multiple stores, stock is deducted from the store selected on the invoice. Q: Can I convert a Quotation or Sales Order into a Sales Invoice? A: Yes. Open the Quotation or Sales Order and click 'Convert to Invoice'. All item details, quantities, prices, and discounts are carried over automatically to the new sales invoice. This eliminates double entry and ensures consistency. The workflow is: Quotation → Sales Order → Sales Invoice, but you can skip the Sales Order step and convert directly from Quotation to Invoice. --- ## Create & Manage Sales Orders URL: https://www.stockregister.in/how-to-use/sales-module/sales-orders/ Description: Learn how to create and manage sales orders in Stock Register. Track confirmed customer orders with items, discounts, and taxes. Set delivery dates and convert to invoices with one click. Steps: 1. Navigate to Sales > Sales Orders from the sidebar. 2. Click "+ Create Sales Order" to open the order form. 3. Select or add a Customer — you can create a new customer on the fly. 4. Set the Order Date and Order Number (auto-generated, editable). 5. Select the Store if you have multiple stores — this determines which store's stock will be checked. 6. Add items by clicking "+ Add Item" — search by item name or scan a barcode. Add multiple items to a single order. 7. For each item, enter Quantity, Price, and Unit. 8. Apply Item-level Discount for individual items — supports both percentage (%) and flat amount (Rs.) discounts. 9. GST/Tax is auto-calculated based on each item's tax rate settings. 10. Add Extra Discount (bill-level discount) on the overall order total. 11. Add Shipping Charges or any other additional charges if applicable. 12. Set an Expected Delivery Date if needed — helps you plan fulfillment. 13. Add optional Remarks or notes about the order. 14. Click "Save" to create the order. No stock is deducted at this point. 15. When goods are ready for delivery, open the order and click "Convert to Invoice" — all item details carry over automatically to a new Sales Invoice. Tip: Sales Orders are ideal for wholesale, B2B, or made-to-order businesses. They help you track what customers have ordered without affecting stock until you actually deliver. You can also convert a Quotation into a Sales Order first, and then into a Sales Invoice. FAQs: Q: Does a sales order reduce my stock? A: No, a sales order does not reduce your stock. Stock is only deducted when the sales order is converted to a sales invoice. The order serves as a confirmed commitment from the customer and helps you plan fulfillment and inventory without premature stock changes. Q: Can I convert a sales order to an invoice? A: Yes, once the goods are ready for delivery, open the sales order and click 'Convert to Invoice'. All item details, quantities, prices, discounts, and taxes are carried over automatically to the new sales invoice. This eliminates the need for re-entry and ensures consistency. Q: Does a sales order appear in financial reports? A: No, sales orders do not appear in your sales reports, profit reports, or GST reports. They are only used for order tracking and fulfillment planning. Financial reports only reflect actual sales invoices. This ensures your revenue figures are based on completed sales, not pending orders. Q: What is the workflow from Quotation to Sales Order to Invoice? A: The typical workflow is: Create a Quotation (price proposal) → Customer accepts → Convert to Sales Order (confirmed order) → Goods ready → Convert to Sales Invoice (final bill with stock deduction). You can skip the Sales Order step and convert directly from Quotation to Invoice if delivery is immediate. Q: Can I add discounts and taxes to a sales order? A: Yes, sales orders support all the same pricing features as invoices: item-level discounts (percentage or amount), bill-level extra discounts, GST/tax auto-calculation, and shipping charges. When you convert the order to an invoice, all these details carry over automatically. --- ## Record a Sales Return URL: https://www.stockregister.in/how-to-use/sales-module/sales-return/ Description: Learn how to record sales returns and credit notes in Stock Register. Process customer returns with partial return support, automatic stock restoration, balance adjustments, and GST credit notes. Steps: 1. Navigate to Sales > Sales Return from the sidebar. 2. Click "+ Create Sales Return" to open the return form. 3. Select the Customer who is returning the items. 4. Set the Return Date and Credit Note Number (auto-generated, editable). 5. Select the Store/Godown where the returned items should be added back to stock. 6. Add the items being returned — click "+ Add Item" and search by name or barcode. 7. For each returned item, enter the Quantity being returned and the Return Price/Amount. 8. Apply Item-level Discount if applicable — supports both percentage and flat amount. 9. GST/Tax is auto-calculated based on the item's tax settings. The GST credit is adjusted accordingly. 10. Add Extra Discount (bill-level) if applicable. 11. The total return amount is auto-calculated based on items, quantities, and prices entered. 12. Add optional Remarks to note the reason for return (e.g., defective, wrong item, customer request). 13. Click "Save" to record the return. Stock is automatically restored and customer balance is adjusted. Tip: Always record sales returns promptly to keep your stock levels accurate and customer balances up to date. The return is reflected in your sales reports and profit calculations immediately. FAQs: Q: Does a sales return add items back to my stock? A: Yes, when you record a sales return, the returned items are automatically added back to your inventory in the selected store/godown. Your stock levels are updated immediately, and the customer's outstanding balance is adjusted accordingly. The return also adjusts your sales and profit reports. Q: Can I create a partial return for an invoice? A: Yes, you do not have to return all items from an invoice. You can select only the specific items and quantities being returned. The return amount is auto-calculated based on the items and quantities you enter. This is useful when a customer returns only some items from a larger order. Q: How does a sales return affect GST? A: When you record a sales return for GST-enabled items, the GST output tax is automatically adjusted. The credit note is reflected in your GSTR-1 report, ensuring your tax filings remain accurate. The GST amounts (CGST, SGST, or IGST) on the returned items are reversed. Q: Where can I view all my sales returns? A: You can view all sales returns from Sales > Sales Return in the sidebar. The list shows all credit notes with date, customer name, amount, and reference number. You can also see returns in the All Entries section and in the customer's party profile under their transaction history. Q: Does a sales return affect my profit reports? A: Yes, sales returns reduce your total sales figures and adjust profit calculations accordingly. The returned items' revenue and profit are reversed in your profit reports, giving you an accurate picture of actual sales and margins. --- [============================================================] [purchase-module] Category: Purchase Module URL: https://www.stockregister.in/how-to-use/purchase-module/ ## Record Payment Out (Make Payment) URL: https://www.stockregister.in/how-to-use/purchase-module/payment-out/ Description: Learn how to record outgoing payments to suppliers in Stock Register. Settle credit balances, make advance payments, use multiple payment modes, and maintain accurate payable records. Steps: 1. Navigate to Purchase > Payment Out from the sidebar. 2. Click "+ Payment Out" to open the payment form. 3. Select the Supplier you are paying — their current outstanding (payable) balance is shown for reference. 4. Enter the Amount Paid to the supplier. 5. Select Payment Mode: Cash, Bank Transfer, UPI, Cheque, or other available modes. 6. Set the Payment Date (defaults to today, editable for back-dated entries if allowed in Entry Settings). 7. Add optional Remarks or Reference Number (e.g., cheque number, UPI transaction ID, bank reference). 8. Select the Store if you have multiple stores and want to track store-wise cash flow. 9. Click "Save" to record the outgoing payment. The supplier\'s payable balance is reduced immediately. Tip: Use Payment Out to settle outstanding supplier balances, make advance payments, or record partial payments. Every payment is tracked in the supplier's party ledger for clear records. FAQs: Q: How do I track how much I owe a supplier? A: Go to the Parties section and use the 'Payable' filter to see all suppliers you owe money to. Click on any supplier to see their full transaction history (purchase invoices, purchase returns, and payments) and current outstanding balance. You can also download the party ledger report as a detailed payment statement. Q: What is the difference between Payment Out and payment during invoice creation? A: Payment during invoice creation records a payment at the time of recording a purchase — it's part of the purchase invoice itself. Payment Out is a separate entry used to make payments outside of invoice creation — for example, to settle a credit balance later, make an advance payment before goods arrive, or pay off a partial outstanding amount. Both reduce the amount you owe the supplier and appear in their party ledger. Q: What payment modes are available for Payment Out? A: Stock Register supports Cash, Bank Transfer, UPI, and Cheque as payment modes for Payment Out entries. You can set a default payment mode in Settings > Entry Settings. Each payment is tracked separately with its mode, making it easy to reconcile your cash and bank records. Q: Can I make an advance payment to a supplier before receiving goods? A: Yes, use Payment Out to record advance payments to suppliers. This reduces the payable balance (or creates a pre-paid credit) for that supplier. When you later create a purchase invoice, the advance is already reflected in their balance. All payments are tracked in the supplier's party ledger. Q: Where can I view all Payment Out entries? A: You can view all Payment Out entries from Purchase > Payment Out in the sidebar. You can also see them in the All Entries section (filtered by Payment Out type), in the supplier's party profile under their transaction history, and in the Party Ledger report. --- ## Create a Purchase Invoice URL: https://www.stockregister.in/how-to-use/purchase-module/purchase-invoice/ Description: Learn how to create a purchase invoice in Stock Register. Record supplier purchases, auto-update inventory, track payments in multiple modes, manage GST input credit, and record cost prices for profit calculations. Steps: 1. Navigate to Purchase > Purchase Invoice from the sidebar. 2. Click "+ Create Purchase" to open the purchase form. 3. Select or add a Supplier — you can create a new supplier on the fly if they don't exist yet. 4. Set the Invoice Date and Invoice Number (auto-generated, editable). 5. Select the Store/Godown where the purchased items should be added to inventory. 6. Add items by clicking "+ Add Item" — search by item name or scan a barcode. Add multiple items to a single purchase invoice. 7. For each item, enter Quantity, Purchase Price, and Unit. The purchase price is recorded as the cost price for profit calculations. 8. Apply Item-level Discount for individual items — supports both percentage (%) and flat amount (Rs.) discounts. 9. GST/Tax is auto-calculated based on each item's tax rate settings. GST input credit is tracked automatically for tax compliance. 10. Add Extra Discount (bill-level discount) to apply an overall discount on the total. 11. Add Shipping Charges or any other additional charges from the supplier. 12. Choose Payment Mode: Cash, Credit (pay later), Bank Transfer, UPI, or Cheque. 13. Enter Payment Amount — record partial or full payment. If partial, the remaining amount is tracked as payable to the supplier. 14. Add optional Remarks or notes for internal reference. 15. Click "Save" to record the purchase. Stock is automatically increased and supplier balance is updated. Tip: Purchase entries automatically update your stock levels and record the cost price — no need to adjust inventory manually. You can also convert a Purchase Order into a Purchase Invoice to avoid re-entering item details. FAQs: Q: Does creating a purchase invoice automatically update stock? A: Yes, every purchase invoice automatically increases the stock quantity for the purchased items in the selected store/godown. You do not need to make a separate stock adjustment. The purchase price is also recorded as the cost price for accurate profit calculations. Q: How does Purchase affect my profit calculations? A: The purchase price recorded in your purchase invoices becomes the cost price for those items. When you sell those items, Stock Register calculates profit as: Sales Price minus Purchase Price. Accurate purchase entries are essential for reliable profit reports. Stock Register uses the FIFO (First In, First Out) method for stock valuation. Q: What payment modes are supported for purchase invoices? A: Stock Register supports Cash, Credit (pay later), Bank Transfer, UPI, and Cheque as payment modes. You can set a default payment mode in Entry Settings. If you make a partial payment, the remaining amount is tracked as payable to the supplier and visible in their party profile. Q: How do discounts work on a purchase invoice? A: There are two levels of discounts: Item-level discount is applied per item and can be set as a percentage (%) or flat amount (Rs.). Bill-level discount (Extra Discount) is applied on the overall purchase total after all items and taxes. Both can be used together on the same invoice to accurately record what you actually paid the supplier. Q: Can I convert a Purchase Order into a Purchase Invoice? A: Yes. When goods arrive from a supplier, open the Purchase Order and click 'Convert to Purchase Invoice'. All item details, quantities, and prices carry over automatically. This saves time and ensures consistency between what was ordered and what was received. Q: How is GST input credit tracked? A: When you create a purchase invoice with GST-enabled items, Stock Register automatically calculates and tracks the GST input credit (CGST, SGST, or IGST). This data is reflected in your GSTR-2 report, which you can download from Reports for tax filing purposes. --- ## Create & Manage Purchase Orders URL: https://www.stockregister.in/how-to-use/purchase-module/purchase-orders/ Description: Learn how to create and manage purchase orders in Stock Register. Plan procurement with item details, discounts, and taxes. Track orders vs deliveries and convert POs to purchase invoices with one click. Steps: 1. Navigate to Purchase > Purchase Orders from the sidebar. 2. Click "+ Create Purchase Order" to open the order form. 3. Select or add a Supplier — you can create a new supplier on the fly. 4. Set the Order Date and Order Number (auto-generated, editable). 5. Select the Store/Godown — this determines where the stock will be added when the PO is later converted to a purchase invoice. 6. Add items by clicking "+ Add Item" — search by item name or scan a barcode. Add multiple items to a single order. 7. For each item, enter Quantity, Price, and Unit. 8. Apply Item-level Discount for individual items — supports both percentage (%) and flat amount (Rs.) discounts. 9. GST/Tax is auto-calculated based on each item's tax rate settings. 10. Add Extra Discount (bill-level discount) on the overall order total. 11. Add Shipping Charges or any other additional charges if applicable. 12. Add optional Remarks or notes about the order (e.g., delivery instructions, special requirements). 13. Click "Save" to create the purchase order. No stock is added at this point. 14. When goods arrive from the supplier, open the PO and click "Convert to Purchase Invoice" — all item details carry over automatically. Tip: Use purchase orders to plan ahead — convert them to purchase invoices when goods arrive to avoid re-entering item details. This ensures consistency between what was ordered and what was received. FAQs: Q: Does a purchase order increase my stock? A: No, a purchase order does not increase your inventory. Stock is only added when the purchase order is converted to a purchase invoice. The PO is a planning and tracking document — it records what you ordered and at what price, but does not affect your actual inventory levels. Q: Can I convert a purchase order into a purchase invoice? A: Yes, when the goods arrive, open the purchase order and click 'Convert to Purchase Invoice'. All item details, quantities, prices, discounts, and taxes are carried over automatically. This saves time, eliminates data re-entry, and ensures consistency between what was ordered and what was received. Q: When should I use Purchase Orders vs. direct Purchase Invoices? A: Use Purchase Orders when there is a gap between placing an order and receiving goods — for example, when ordering from manufacturers with lead times, when you need internal approval before buying, or when you want to track orders from multiple suppliers. Use direct Purchase Invoices when you receive goods immediately (e.g., buying from a local supplier or cash-and-carry purchases). Both update your stock and accounts the same way once finalized. Q: Does a purchase order appear in financial or GST reports? A: No, purchase orders do not appear in your purchase reports, profit reports, or GST reports. They are only used for procurement planning and order tracking. Financial and tax reports only reflect actual purchase invoices. This ensures your expense and liability figures are based on received goods, not pending orders. Q: Can I add discounts, taxes, and shipping charges to a purchase order? A: Yes, purchase orders support all the same pricing features as purchase invoices: item-level discounts (percentage or amount), bill-level extra discounts, GST/tax auto-calculation, and shipping/additional charges. When you convert the PO to a purchase invoice, all these details carry over automatically. --- ## Record a Purchase Return URL: https://www.stockregister.in/how-to-use/purchase-module/purchase-return/ Description: Learn how to record a purchase return (debit note) in Stock Register. Return defective or wrong goods to suppliers with automatic stock deduction, balance adjustments, and GST input credit reversal. Steps: 1. Navigate to Purchase > Purchase Return from the sidebar. 2. Click "+ Create Purchase Return" to open the return form. 3. Select the Supplier you are returning items to. 4. Set the Return Date and Debit Note Number (auto-generated, editable). 5. Select the Store/Godown from which the items are being returned. 6. Add the items being returned — click "+ Add Item" and search by name or barcode. 7. For each returned item, enter the Quantity being returned and the Return Price/Amount. 8. Apply Item-level Discount if applicable — supports both percentage and flat amount. 9. GST/Tax is auto-calculated based on the item's tax settings. GST input credit is reversed accordingly. 10. Add Extra Discount (bill-level) if applicable. 11. The total return amount is auto-calculated based on items, quantities, and prices entered. 12. Add optional Remarks to note the reason for return (e.g., defective goods, wrong delivery, quality rejection). 13. Click "Save" to record the return. Stock is automatically deducted and supplier payable balance is reduced. Tip: Always record purchase returns promptly to keep your inventory counts and supplier balances accurate. The return is reflected in your purchase reports and GST records immediately. FAQs: Q: Does a purchase return automatically reduce my stock and supplier balance? A: Yes, when you save a purchase return, Stock Register automatically deducts the returned items from your inventory (from the selected store/godown) and reduces the outstanding amount you owe to that supplier. Your purchase reports and GST input credit are also adjusted accordingly. Q: Can I create a partial purchase return? A: Yes, you do not have to return all items from a purchase invoice. You can select only the specific items and quantities being returned. The return amount is auto-calculated based on the items and quantities you enter. This is useful when only some items are defective or incorrect. Q: How does a purchase return affect GST input credit? A: When you record a purchase return for GST-enabled items, the GST input credit previously claimed on those items is automatically reversed. The debit note is reflected in your GSTR-2 report, ensuring your GST filings remain accurate. Q: How do I track how much I owe a supplier after a return? A: Go to the Parties section and use the 'Payable' filter to see all suppliers you owe money to. Click on any supplier to see their full transaction history including all purchase invoices and purchase returns. The outstanding balance is automatically adjusted after every return. You can also download the party ledger report. Q: Where can I view all my purchase returns? A: You can view all purchase returns from Purchase > Purchase Return in the sidebar. The list shows all debit notes with date, supplier name, amount, and reference number. You can also see returns in the All Entries section and in the supplier's party profile under their transaction history. --- [============================================================] [all-entries] Category: All Entries & Bills URL: https://www.stockregister.in/how-to-use/all-entries/ ## Create a Bill (Quick Entry) URL: https://www.stockregister.in/how-to-use/all-entries/create-bill/ Description: Learn how to quickly create any type of entry — sales, purchase, payment, or return — from the All Entries page in Stock Register using the unified Create Bill interface. Steps: 1. Click the "+ Create Bill" button from the All Entries page. 2. Select the Entry Type (Sales, Purchase, Payment, etc.). 3. Fill in the required details. 4. Click "Save" to create the entry. Tip: The Create Bill interface provides a unified way to create any type of entry from a single screen. Use it when you are already on the All Entries page. FAQs: Q: Can I search for a specific bill number? A: Yes, use the Search bar on the All Entries page to search by bill number or party name. The results update instantly as you type. This is especially useful when a customer calls about a specific invoice and you need to pull it up quickly. Q: Can I edit or delete an entry from the All Entries page? A: Yes, click on any entry to open its details. From there you can edit the entry (if edit permissions are enabled in your settings) or delete it. Note: editing and deletion permissions can be controlled by the business owner in Settings > Entry Setting. --- ## Multi-Select & Delete Entries URL: https://www.stockregister.in/how-to-use/all-entries/multi-select-delete/ Description: Learn how to select multiple entries and delete them in bulk in Stock Register. Clean up test data, remove duplicate entries, and manage cancelled transactions efficiently. Steps: 1. Navigate to All Entries from the sidebar. 2. Tap and long-press on any entry to activate multi-select mode. 3. Once multi-select mode is active, tap on additional entries to add them to your selection. Selected entries will be highlighted. 4. You can also use Select All to select all visible entries on the current page. 5. Review your selection — the count of selected entries is shown at the top. 6. Click the "Delete" button to remove all selected entries. 7. Confirm the deletion in the confirmation dialog. This action cannot be undone. Tip: Double-check your selection before confirming deletion — deleted entries cannot be recovered. If you only need to delete a single entry, you can open it and delete it from the detail view instead. FAQs: Q: Can I undo a bulk delete? A: No, once entries are deleted, they cannot be recovered. Always review your selection carefully before confirming. If you are unsure, consider exporting the entries as PDF or Excel before deleting them, so you have a backup of the records. Q: Can staff members bulk delete entries? A: Deletion permissions are controlled by the business owner in Settings > Entry Setting. If editing and deletion are restricted for staff, they will not be able to use the multi-select delete feature. Only the business owner or users with appropriate permissions can delete entries. Q: Does deleting an entry reverse the stock and balance changes? A: Yes, when you delete a sales invoice, the sold items are added back to your stock and the customer's outstanding balance is adjusted. Similarly, deleting a purchase invoice reduces stock and adjusts the supplier's balance. All related financial and inventory changes are reversed automatically. --- ## View All Entries URL: https://www.stockregister.in/how-to-use/all-entries/view-all-entries/ Description: Learn how to view, search, filter by date or type, and export all your business transactions from one screen in Stock Register. Manage sales, purchases, payments, and returns entries. Steps: 1. Navigate to All Entries from the sidebar. 2. View a unified list of all transactions — sales, purchases, payments, and returns. 3. Use the Date Range Picker to filter entries by date. This is useful for reviewing all activity in a specific week, month, or financial quarter. 4. Search entries by party name or bill number. Use this when a customer calls about a specific invoice. 5. Filter by entry type (Sales, Purchase, Payment In, Payment Out, Returns) to focus on a specific category of transactions. 6. Click on any entry to view its full details, edit it, or share it. 7. Use "Download" to export entries as PDF or Excel for your accountant or records. FAQs: Q: Can I see all types of transactions on one page? A: Yes, the All Entries page shows every transaction in your business — sales invoices, purchase invoices, payment-in, payment-out, sales returns, and purchase returns — all in one unified list. This saves you from switching between 6 different pages. Q: How do I export my entries for my accountant? A: Use the Date Range Picker to select the period (e.g., a full month or quarter), then click the Download button. You can export entries as PDF or Excel files, which are ready to share with your accountant for bookkeeping, tax filing, or audits. --- [============================================================] [inventory-management] Category: Inventory Management URL: https://www.stockregister.in/how-to-use/inventory-management/ ## Add a New Item URL: https://www.stockregister.in/how-to-use/inventory-management/add-item/ Description: Learn how to add items to your inventory in Stock Register. Set prices, barcodes, categories, GST rates, low-stock alerts, batch tracking, and opening stock. Steps: 1. Navigate to Inventory > Items from the sidebar. 2. Click "+ Add Item" button. 3. Enter the Item Name (required). 4. Add Barcode number (or auto-generate one). 5. Select or create an Item Category. 6. Set Purchase Price and Selling Price. 7. Set MRP (Maximum Retail Price) if applicable. 8. If GST enabled, set GST Rate and HSN Code. 9. Set Low Stock Quantity threshold for alerts. 10. Add Description and upload an Item Image (optional). 11. Set Opening Stock for each store. 12. Configure Batch Details (Batch Number, Expiry Date, MFG Date) if needed. 13. Set up Secondary Unit for dual unit tracking (e.g., Box → Pieces). 14. Click "Save" to add the item. Tip: Use the Bulk Upload feature to add multiple items at once via an Excel file. FAQs: Q: Can I edit an item after adding it? A: Yes, go to Inventory > Items, find the item, and click on it to open the edit form. You can update any detail including prices, category, GST rate, and stock thresholds. Q: What is a secondary unit? A: A secondary unit lets you track items in two units simultaneously. For example, if you sell items by the box but also need to track individual pieces, you can set Box as the primary unit and Piece as the secondary unit with a conversion factor (e.g., 1 Box = 12 Pieces). --- ## Print Barcodes in Bulk URL: https://www.stockregister.in/how-to-use/inventory-management/barcode-bulk/ Description: Learn how to print barcode labels in bulk in Stock Register. Generate and print barcode stickers for multiple items at once for faster inventory labeling. Steps: 1. Navigate to Inventory > Barcode from the sidebar. 2. Click "Select Items" or "Add Multiple Items". 3. Search and select multiple items for barcode printing. 4. Set the number of labels for each item (e.g., 10 labels per item). 5. Choose your preferred label size and layout format. 6. Preview the barcode labels sheet. 7. Click "Print All" to send to your printer or "Download PDF" to save the barcode sheet. Tip: When printing barcodes for a new shipment, match the label quantity to the stock quantity received — this ensures every product gets labeled immediately. FAQs: Q: How many barcode labels can I print at once? A: There is no hard limit on the number of labels. You can select as many items as needed and set any quantity per item. The system generates a printable PDF with all labels arranged according to your chosen label size. Q: Can I use different label sizes for different items? A: Within a single bulk print job, all labels use the same size and format. If you need different sizes for different items, create separate print jobs for each label size. --- ## Generate & Print Barcodes URL: https://www.stockregister.in/how-to-use/inventory-management/barcode/ Description: Learn how to generate and print barcode labels in Stock Register. Create barcode stickers for faster billing and fewer errors at the counter. Steps: 1. Navigate to Inventory > Barcode from the sidebar. 2. Select items for which you want to generate barcodes. 3. Set the number of labels per item. 4. Choose the barcode format and label size. 5. Click "Generate" to create barcode labels. 6. Use "Print" to print directly or "Download PDF" to save. Tip: Use thermal barcode printers for professional-quality labels. They are faster and more cost-effective than regular printers for high-volume barcode printing. FAQs: Q: What barcode formats are supported? A: Stock Register supports common barcode formats suitable for retail billing. You can auto-generate barcodes or enter existing barcode numbers from your products. Q: Can I use my phone to scan barcodes? A: Yes, Stock Register supports barcode scanning via mobile camera in addition to dedicated barcode scanners. This works for both adding items and during billing. --- ## Bulk Upload Items via Excel URL: https://www.stockregister.in/how-to-use/inventory-management/bulk-upload/ Description: Learn how to bulk upload items in Stock Register using an Excel file. Add hundreds of products at once with names, prices, barcodes, categories, and GST rates. Steps: 1. Navigate to Inventory > Items. 2. Click "Bulk Upload" button. 3. Download the Excel Template by clicking "Download Sample". 4. Fill in item details in the template following the format. 5. Upload the filled Excel file by clicking "Upload File". 6. Review the imported items for accuracy. 7. Click "Save All" to add all items to your inventory. Tip: Double-check your Excel data before uploading — ensure item names are unique and prices are in the correct format to avoid import errors. FAQs: Q: What format should the Excel file be in? A: Download the sample template from the Bulk Upload page. It is in .xlsx format with pre-defined columns for item name, barcode, category, purchase price, selling price, MRP, GST rate, HSN code, and opening stock. Follow the template exactly for a smooth import. Q: Can I update existing items via bulk upload? A: The bulk upload feature is primarily for adding new items. To update existing items, use the Edit Items in Bulk feature instead, which lets you modify multiple items at once. --- ## Manage Item Categories URL: https://www.stockregister.in/how-to-use/inventory-management/categories/ Description: Learn how to create and manage item categories in Stock Register. Organize your inventory into logical groups for better filtering and reporting. Steps: 1. Navigate to Inventory > Items. 2. Click on "Manage Categories". 3. Click "+ Add Category" to create a new category. 4. Enter the Category Name and save. 5. Use Edit or Delete icons to modify or remove categories. 6. Assign categories to items while adding or editing them. Tip: Well-organized categories make it easier to filter items, generate category-wise reports, and manage inventory efficiently. FAQs: Q: Can I nest categories (sub-categories)? A: Currently, Stock Register supports a flat category structure (single level). You can create descriptive category names to indicate hierarchy, such as 'Electronics - Mobile' and 'Electronics - Accessories'. Q: What happens if I delete a category that has items? A: Items in that category will become uncategorized. They will still exist in your inventory but will not be assigned to any category until you reassign them. --- ## Delete Items in Bulk URL: https://www.stockregister.in/how-to-use/inventory-management/delete-bulk/ Description: Learn how to delete multiple items at once in Stock Register. Remove discontinued products, duplicates, or test items in bulk. Steps: 1. Navigate to Inventory > Items from the sidebar. 2. Click the "Select Multiple" or "Bulk Actions" option. 3. Select the items you want to delete by checking their boxes. 4. Use filters (category, stock status) to help find items to delete. 5. Click "Delete Selected" from the bulk actions menu. 6. Review the list of items to be deleted in the confirmation dialog. 7. Click "Confirm Delete" to permanently remove the selected items. Tip: Items with existing transaction history (sales, purchases) cannot be permanently deleted — they will be archived instead. This preserves your financial records and report accuracy. FAQs: Q: Can I recover deleted items? A: Items that are archived (due to existing transactions) can be restored. However, items that are permanently deleted cannot be recovered. Always review the confirmation dialog carefully before confirming the deletion. Q: Will deleting items affect my existing invoices and reports? A: No, existing invoices and reports that reference deleted items will retain their data. The items are removed from your active inventory list only. Historical records remain intact. --- ## Edit Items in Bulk URL: https://www.stockregister.in/how-to-use/inventory-management/edit-bulk/ Description: Learn how to edit multiple items at once in Stock Register. Update prices, categories, GST rates, and other details in bulk to save time. Steps: 1. Navigate to Inventory > Items from the sidebar. 2. Click the "Bulk Edit" or "Select Multiple" option. 3. Select the items you want to edit by checking their boxes. 4. Choose the field you want to update (e.g., Price, Category, GST Rate). 5. Enter the new value for the selected field. 6. Review the changes in the preview. 7. Click "Save Changes" to apply updates to all selected items. Tip: Filter items by category first to quickly select related items that need the same update. FAQs: Q: Which fields can I edit in bulk? A: You can bulk edit common fields such as selling price, purchase price, MRP, item category, GST rate, HSN code, and low-stock threshold. Item names and barcodes must be edited individually as they are unique identifiers. Q: Can I undo a bulk edit? A: Bulk edits are applied immediately and cannot be undone with a single click. We recommend reviewing the preview carefully before saving. If you need to revert changes, you will need to edit the items again with the original values. --- ## Manage Stores / Warehouses URL: https://www.stockregister.in/how-to-use/inventory-management/manage-stores/ Description: Learn how to add and manage stores and warehouses in Stock Register. Track stock, sales, and expenses at each location independently. Steps: 1. Navigate to Inventory > Manage Stores. 2. Click "+ Add Store" to create a new store or warehouse. 3. Enter Store Name, Address, and GSTIN (if applicable). 4. Click "Save" to create the store. 5. Click on an existing store to Edit its details. 6. Manage Store Address for shipping purposes. FAQs: Q: Is there a limit on the number of stores I can create? A: The number of stores depends on your subscription plan. Free plans typically include 1 store, while paid plans support multiple stores. Check your plan details in Settings > Subscription. Q: Can I assign staff to specific stores? A: Yes, when adding staff members, you can restrict their access to specific stores. This means they can only view and create transactions for their assigned store. --- ## Stock Adjustment (Add/Remove Stock) URL: https://www.stockregister.in/how-to-use/inventory-management/stock-adjustment/ Description: Learn how to perform stock adjustments in Stock Register. Add or remove stock quantities for damages, lost items, corrections, and physical audit results. Steps: 1. Navigate to Inventory > Stock and select an item. 2. Click "Stock Adjustment" or "+ Stock In" / "- Stock Out". 3. Enter the Quantity to add or remove. 4. Select the Store where the adjustment is being made. 5. Add a Reason/Remark for the adjustment (e.g., Damaged, Lost, Found). 6. Click "Save" to update the stock level. Tip: Always add remarks for stock adjustments — this helps in auditing and tracking discrepancies. FAQs: Q: Can I see a history of all stock adjustments? A: Yes, all stock adjustments are recorded in the item's transaction history. You can also view them in the All Entries section filtered by adjustment type. Q: Does stock adjustment affect my profit reports? A: Stock adjustments affect your stock value but are tracked separately from sales and purchases. They do not directly appear as profit or loss in sales reports but do impact overall inventory valuation. --- ## View Stock Overview URL: https://www.stockregister.in/how-to-use/inventory-management/stock-overview/ Description: Learn how to view your stock overview in Stock Register. Monitor real-time stock quantities, values, and filter by category or store. Steps: 1. Navigate to Inventory > Stock from the sidebar. 2. View all items with their current stock quantities. 3. See stock values at both Purchase Price and Sales Price. 4. Use Search to find specific items quickly. 5. Filter by Category to view items in specific categories. 6. Filter by Store to see stock levels at a particular store/warehouse. 7. Use Sort options to organize by name, quantity, or value. Tip: Check your stock overview daily to catch low-stock items before they run out and affect your sales. FAQs: Q: Can I see stock across multiple stores at once? A: Yes, the Stock Overview page shows combined stock across all stores by default. You can also filter by a specific store to see stock at that location only. Q: Does the stock overview update in real time? A: Yes, stock levels update automatically with every sale, purchase, stock adjustment, and transfer. The values you see are always current. --- ## Transfer Stock Between Stores URL: https://www.stockregister.in/how-to-use/inventory-management/stock-transfer/ Description: Learn how to transfer stock between stores and warehouses in Stock Register. Move items between locations while maintaining accurate inventory records. Steps: 1. Navigate to Inventory > Stock Transfer. 2. Click "+ New Transfer". 3. Select the Source Store (from) and Destination Store (to). 4. Add items and enter the Quantity to transfer. 5. Review the transfer details. 6. Click "Save" to complete the transfer. FAQs: Q: Can I transfer multiple items in one transfer? A: Yes, you can add multiple items to a single stock transfer. This is useful when moving a batch of products from your warehouse to a retail store. Q: Is there a transfer history I can view? A: Yes, all stock transfers are recorded and can be viewed in the Stock Transfer section. Each transfer shows the source, destination, items, quantities, and date. --- ## Stock Valuation (FIFO Method) URL: https://www.stockregister.in/how-to-use/inventory-management/stock-valuation/ Description: Learn how Stock Register uses the FIFO (First In, First Out) method for stock valuation. Understand how purchase costs flow into profit calculations and stock value reports. Steps: 1. How FIFO works: When you sell items, Stock Register automatically picks the cost from the oldest purchase batch first. You do not need to do anything manually — it happens behind the scenes. 2. Example: You purchase 10 units at ₹100 on Jan 1, then 10 units at ₹120 on Jan 15. When you sell 12 units on Jan 20, the cost is calculated as: 10 units × ₹100 (first batch) + 2 units × ₹120 (second batch) = ₹1,240 total cost. 3. Stock Value: Navigate to Inventory > Stock to see the current stock value. The value shown is calculated using FIFO — it reflects the actual purchase cost of the remaining stock. 4. Profit Calculation: When you view the Profit & Loss report or Sales Bill-wise Profit, the cost of goods sold is calculated using FIFO. This gives you an accurate profit margin for each sale. 5. Stock Adjustments: When you make stock adjustments (adding or removing stock), the FIFO chain is maintained. Adjusted-out stock removes from the oldest batch first. 6. Stock Transfers: When you transfer stock between stores, the FIFO cost moves with the items. The receiving store gets the stock at the same cost basis as the sending store. Tip: FIFO gives the most accurate profit when purchase prices change over time. If you buy the same item at different prices, your profit reports will correctly reflect the actual cost of the goods sold, not an average or latest price. FAQs: Q: What is FIFO and why does Stock Register use it? A: FIFO stands for First In, First Out. It means the oldest purchased stock is assumed to be sold first. Stock Register uses FIFO because it is the most widely accepted inventory valuation method, gives accurate profit calculations when purchase prices change, is recommended by accounting standards, and is required for tax compliance in many jurisdictions. Q: How does FIFO affect my profit calculation? A: FIFO determines the cost of goods sold (COGS) in your profit reports. When you sell an item, the cost is taken from the oldest purchase batch. If your purchase prices have increased over time, FIFO will show a lower COGS (using older, cheaper prices) and therefore a higher profit. This accurately reflects the true cost of the specific goods that were sold. Q: Can I see the FIFO cost breakdown for a specific item? A: Yes, use the Item Ledger report (under Reports > Item Reports) to see the complete history of purchases, sales, and running stock for any item. The ledger shows how the cost flows through each batch based on FIFO, so you can trace exactly which purchase batch was used for each sale. Q: What happens to FIFO when I return an item? A: When a customer returns items (sales return), the items are added back to stock at their original FIFO cost — the same cost that was used when the sale was recorded. This ensures your stock value and profit calculations remain accurate after returns. Q: Does FIFO apply across multiple stores? A: Yes, FIFO is maintained per store. Each store has its own FIFO queue based on purchases and stock transfers received at that store. When you transfer stock between stores, the FIFO cost travels with the items. --- [============================================================] [manufacturing] Category: Manufacturing URL: https://www.stockregister.in/how-to-use/manufacturing/ ## Create a Recipe / Bill of Materials (BOM) URL: https://www.stockregister.in/how-to-use/manufacturing/create-recipe/ Description: Learn how to create a Recipe or Bill of Materials (BOM) in Stock Register. Define raw materials and quantities needed to produce finished goods and reuse recipes for every production batch. Steps: 1. Navigate to Manufacturing > Recipe/BOM from the sidebar. 2. Click "+ Create Recipe". 3. Enter the Recipe Name (e.g., Finished Product A). 4. Under Raw Materials, add all the raw material items with their required quantities. 5. Under Finished Goods, add the output items that will be produced. 6. Click "Save" to create the recipe. Tip: Once a Recipe/BOM is created, you can reuse it for every manufacturing entry without re-entering the details. FAQs: Q: What is a Recipe / Bill of Materials (BOM)? A: A Recipe or BOM defines the raw materials and their quantities needed to produce a finished product. For example, to make 1 unit of Product A, you might need 2 kg of Material X and 500 ml of Material Y. Once defined, you can reuse this recipe for every production batch. It ensures consistency and saves time. Q: Can I edit a recipe after creating it? A: Yes, you can update a recipe at any time if your production process changes. Navigate to Manufacturing > Recipe/BOM, select the recipe you want to modify, update the raw materials or quantities, and save. Future manufacturing entries using this recipe will reflect the updated details. --- ## Record a Manufacturing Entry URL: https://www.stockregister.in/how-to-use/manufacturing/manufacturing-entry/ Description: Learn how to record a manufacturing entry in Stock Register. Auto-deduct raw materials and add finished goods to inventory with each production batch. Steps: 1. Navigate to Manufacturing > Manufacturing Entry. 2. Click "+ New Manufacturing Entry". 3. Select an existing Recipe/BOM or enter details manually. 4. Enter the Quantity being manufactured. 5. Raw material quantities are auto-calculated based on the recipe. 6. Review: raw materials will be deducted and finished goods will be added to stock. 7. Click "Save" to record the manufacturing entry. Tip: Always verify the auto-calculated material quantities before saving. If stock for any raw material is insufficient, you will need to purchase or adjust before proceeding. FAQs: Q: Does manufacturing entry automatically update stock? A: Yes, when you save a manufacturing entry, raw material stock is automatically deducted and finished goods stock is automatically added to your inventory. No manual stock adjustment is needed. This means your inventory always reflects the actual state of materials and products. Q: Can I create a manufacturing entry without a pre-defined recipe? A: Yes, while creating a manufacturing entry, you can either select an existing Recipe/BOM or manually enter the raw materials and finished goods details directly. However, creating recipes is recommended for repeated production as it saves time and ensures consistency. --- ## View Manufacturing Entries URL: https://www.stockregister.in/how-to-use/manufacturing/manufacturing-list/ Description: Learn how to view and filter manufacturing entries in Stock Register. Review production history, material consumption, and output details for any period. Steps: 1. Navigate to Manufacturing from the sidebar. 2. View all past manufacturing entries in a list. 3. Use Date Range filter to view entries for a specific period. 4. Click on any entry to view its details — raw materials consumed and goods produced. Tip: Use date range filters regularly to analyze production trends and material consumption patterns over specific periods. This helps with production planning and cost control. FAQs: Q: Is the Manufacturing module available on all plans? A: The Manufacturing module is available on premium plans. Check the Pricing page or go to Settings > Subscription to see which features are included in your current plan and upgrade if needed. Q: Who should use the Manufacturing module? A: Any business that converts raw materials into finished goods — food manufacturers, furniture makers, garment producers, chemical manufacturers, assemblers, and more. If you buy raw materials and sell finished products, this module helps you track the conversion process and maintain accurate inventory for both. --- [============================================================] [accounting] Category: Accounting URL: https://www.stockregister.in/how-to-use/accounting/ ## Record an Expense URL: https://www.stockregister.in/how-to-use/accounting/add-expense/ Description: Learn how to record business expenses by category in Stock Register. Track rent, electricity, salaries, transport, and other costs for accurate profit & loss reporting. Steps: 1. Navigate to Accounting > Expense from the sidebar. 2. Click "+ Add Expense". 3. Select or create an Expense Category (e.g., Rent, Electricity, Transport). 4. Enter the Amount. 5. Set the Date of the expense. 6. Select the Payment Mode (Cash, Bank, UPI, etc.). 7. Add optional Remarks for reference. 8. Click "Save" to record the expense. Tip: Tracking expenses helps you get accurate Profit & Loss reports for your business. Record them as they happen for best results. FAQs: Q: Can I create custom expense categories? A: Yes, while adding an expense, you can either select an existing category or type a new category name to create one. Common categories include Rent, Electricity, Transport, Salary, Office Supplies, Packaging, Maintenance, and Marketing. Organizing expenses by category helps you analyze where most of your money goes. Q: What is the difference between an Expense and a Purchase? A: A Purchase is buying inventory items that you will sell to customers (e.g., buying goods from a supplier). An Expense is a business cost that is not inventory (e.g., rent, electricity, salary, transport). Purchases increase your stock; expenses do not. Both reduce your profit, but they are tracked separately for accurate accounting. --- ## Cash & Bank Management URL: https://www.stockregister.in/how-to-use/accounting/cash-bank/ Description: Learn how to track cash flow, view store-wise cash summaries, and export cash & bank transaction reports in Stock Register. Steps: 1. Navigate to Accounting > Cash & Bank from the sidebar. 2. View the Cash Flow Summary showing total Cash In and Cash Out. 3. Switch between stores to see Store-wise Cash Flow. 4. View detailed Cash & Bank Transactions in a paginated list. 5. Each transaction shows: Date, Type, Party, Amount, and Running Balance. 6. Click "Export" to download the cash & bank report. Tip: Check your Cash & Bank summary daily to ensure your actual cash matches the system balance. This helps detect discrepancies early. FAQs: Q: How do I see cash flow for a specific store? A: Go to Accounting > Cash & Bank and use the store selector chips to switch between stores. The Cash Flow Summary and transaction list will update to show data for the selected store. This helps you monitor cash handling at each location independently. Q: What transactions are included in the Cash & Bank section? A: The Cash & Bank section automatically includes all money coming in (sales revenue, payment receipts from customers) and all money going out (purchase payments, recorded expenses, payments to suppliers). Every transaction that affects your cash or bank balance is captured here with a running balance. --- ## View & Manage Expenses URL: https://www.stockregister.in/how-to-use/accounting/expense-list/ Description: Learn how to view, search, edit, delete, and export expense records in Stock Register. Filter by date range and download expense reports for your accountant. Steps: 1. Go to Accounting > Expense to see all recorded expenses. 2. Use the Date Range filter to view expenses for specific periods. 3. Search expenses by category or remarks. 4. Click on any expense to Edit or Delete it. 5. Use "Download" to export expense reports. Tip: Review your expenses monthly to identify unnecessary spending and plan your budget better. Download reports to share with your accountant. FAQs: Q: Do expenses affect my Profit & Loss report? A: Yes, all recorded expenses are automatically included in the Profit & Loss report. Without tracking expenses, you only see gross profit (sales minus cost of goods). With expenses recorded, you see net profit — the true measure of your business profitability after accounting for rent, salaries, utilities, and other operating costs. Q: Why should I track expenses if I already track sales and purchases? A: Sales minus Purchases only gives you gross profit. But your real profit (net profit) also accounts for operating expenses like rent, utilities, salaries, and transport. If you earn ₹1,00,000 in gross profit but spend ₹60,000 on expenses, your real profit is only ₹40,000. Without tracking expenses, you will overestimate your profitability. --- [============================================================] [reports] Category: Reports URL: https://www.stockregister.in/how-to-use/reports/ ## GST Reports URL: https://www.stockregister.in/how-to-use/reports/gst-reports/ Description: Learn how to generate GSTR-1 and GSTR-2 reports in Stock Register for GST filing. Download in Excel format for your CA or the GST portal. Steps: 1. From Reports, navigate to the GST Reports section. 2. GSTR-1 Report: Generate outward supplies data for GST filing (sales). Required for quarterly or monthly GST returns. 3. GSTR-2 Report: Generate inward supplies data for GST filing (purchases). Tracks your input tax credit. 4. Filter by date range and download in Excel format for easy filing with your CA or the GST portal. Tip: Export GST reports in Excel format and share directly with your CA for GST return filing. Ensure all invoices have correct GSTIN, HSN codes, and tax rates. FAQs: Q: How do I generate GST reports for filing? A: Go to Reports and navigate to the GST Reports section. You can generate GSTR-1 (outward supplies / sales) and GSTR-2 (inward supplies / purchases) reports. Filter by date range (e.g., quarterly period), download in Excel format, and share with your CA for filing. The reports are formatted to match GST filing requirements. Q: What should I check before generating GST reports to ensure accuracy? A: Ensure all your invoices have the correct GSTIN for each party, proper HSN/SAC codes for items, and accurate tax rates (CGST, SGST, IGST). Incorrect or missing details will lead to inaccurate GST reports and potential filing issues. --- ## Item Reports URL: https://www.stockregister.in/how-to-use/reports/item-reports/ Description: Learn how to use Item Reports in Stock Register — Low Stock alerts, Price Lists, Item Ledger, Category-wise Stock Summary, and more for complete inventory analysis. Steps: 1. From Reports, navigate to the Item Reports section. 2. Low Stock Items: See all items below their set low stock threshold. Use this to create reorder lists before items run out. 3. Item Sales Price List: View a list of all items with their selling prices. Useful for sharing with sales staff or customers. 4. Item Purchase Price List: View all items with their purchase/cost prices. Helps in negotiating with suppliers. 5. Item Details: Complete information about each item including prices, stock, category, and GST details. 6. Item-wise Stock Summary: Stock levels of all items across all stores. Use this for physical stock verification. 7. Item Ledger: Complete transaction history (sales, purchases, adjustments) for a specific item. Use this to trace every movement of an item. 8. Category-wise Stock Summary: Stock grouped by item categories. Understand which categories hold the most inventory value. 9. Transacted Stock Summary: Items with transaction activity in a given period. Identify fast-moving and slow-moving items. Tip: Use the Low Stock Items report regularly to prevent stockouts. Set appropriate low stock thresholds for each item so you get timely reorder alerts. FAQs: Q: How do I check which items are running low on stock? A: Go to Reports, then Item Reports, and open the Low Stock Items report. It shows all items that have fallen below their set low stock threshold. Use this report to create purchase orders before items run out completely. Q: Can I see the complete transaction history for a specific item? A: Yes, use the Item Ledger report. Select any item and it will show every transaction — sales, purchases, stock adjustments, and returns — along with running stock balance. This helps you trace every movement of that item. --- ## Other Reports URL: https://www.stockregister.in/how-to-use/reports/other-reports/ Description: Learn how to use specialized reports in Stock Register — Expense Reports, Party Ledger, Order Fulfillment, Stock Reorder, and Batch & Expiry Date tracking. Steps: 1. Expense Reports: Category-wise and Date-wise total expense reports. Understand where your operating costs go and identify areas to cut. 2. Party Ledger Report: Payment history and running balance for any party. Share this with customers/suppliers as a statement of account. 3. Order Fulfillment Report: Track order delivery status. Know which orders are pending, partially fulfilled, or complete. 4. Stock Reorder Report: Items that need to be reordered with preferred supplier info. Use this to generate your next purchase order. 5. Batch & Expiry Date Report: Track batch-wise stock with expiry dates. Essential for food, pharma, and FMCG businesses to avoid selling expired products. Tip: Use the Party Ledger report to send account statements to your customers and suppliers. It provides a bank-statement-like view of all transactions and balances. FAQs: Q: How can I track my business expenses by category? A: Use the Expense Reports under Other Reports. The Category-wise expense report groups all your expenses by category, helping you understand where your operating costs go. The Date-wise expense report helps you track spending patterns over time. Q: Can I generate a statement of account for a customer or supplier? A: Yes, use the Party Ledger Report. Select any customer or supplier and it will show a complete history of invoices, payments, and the running balance — similar to a bank statement. You can download and share this directly with the party. --- ## Popular Reports URL: https://www.stockregister.in/how-to-use/reports/popular-reports/ Description: Learn how to use the most popular reports in Stock Register — Daybook for daily transactions, Profit & Loss for business profitability, and Sales Bill-wise Profit for invoice-level profit analysis. Steps: 1. Navigate to Reports from the sidebar to access 30+ report types. 2. Daybook Report: View all daily transactions (sales, purchase, payments) in one place. Use it every morning to review the previous day's business activity and catch any discrepancies. 3. Profit & Loss Report: See total revenue, cost of goods sold, expenses, and net profit for any period. Run this monthly to understand whether your business is truly profitable. 4. Sales Bill-wise Profit: View profit earned on each individual sales invoice. Identify which deals are most profitable and which ones have thin margins. Tip: Most reports can be downloaded as PDF or Excel for record-keeping and sharing with your accountant. FAQs: Q: What is the Daybook report and when should I use it? A: The Daybook report shows all your daily transactions — sales, purchases, payments in, payments out, returns — in one consolidated view. Use it every morning to review the previous day's business activity, verify cash collected, and catch any discrepancies. It is the single most useful report for daily business monitoring. Q: Can I see profit on each individual invoice? A: Yes, use the 'Sales Bill-wise Profit' report to see the profit earned on each individual sales invoice. This helps you identify which sales are most profitable, which customers bring the best margins, and whether any deals are being sold at a loss. --- ## Profit Reports URL: https://www.stockregister.in/how-to-use/reports/profit-reports/ Description: Learn how to use Profit Reports in Stock Register — Item-wise Profit, Party-wise Profit, and Date-wise Profit reports to understand margins and optimize pricing. Steps: 1. From Reports, navigate to the Profit Reports section. 2. Item-wise Profit: See profit earned per item. Identify which products have the best margins and which ones you should reconsider. 3. Party-wise Profit: Profit grouped by customer. Find out which customers are most profitable to your business. 4. Date-wise Profit: Track profit trends over time. Spot seasonal patterns and evaluate the impact of pricing changes. Tip: Compare Item-wise Profit with Item-wise Sales to find high-revenue but low-margin items. Consider raising prices or finding cheaper suppliers for these products. FAQs: Q: How do I find out which products are most profitable? A: Use the Item-wise Profit report under Profit Reports. It shows the profit earned on each item, helping you identify which products have the best margins. Some high-revenue items may actually have low margins, so this report is essential for pricing decisions. Q: Can I track how my profit changes over time? A: Yes, use the Date-wise Profit report. It tracks your profit day by day or over any date range, letting you spot trends, seasonal patterns, and the impact of any pricing or cost changes you have made. --- ## Sales & Purchase Reports URL: https://www.stockregister.in/how-to-use/reports/sales-purchase-reports/ Description: Learn how to use Sales & Purchase Reports in Stock Register — Date-wise, Item-wise, Party-wise, and Category-wise reports to analyze buying and selling trends. Steps: 1. From Reports, navigate to the Sales & Purchase Reports section. 2. Date-wise Sales & Purchase: View totals grouped by date. Spot trends — which days or weeks are busiest? 3. Item-wise Sales & Purchase: See which items are sold/purchased the most. Identify your bestsellers and slow movers. 4. Party-wise Sales & Purchase: View totals grouped by customer/supplier. Find your top customers and biggest suppliers. 5. Item Category-wise: Sales and purchase data grouped by item categories. Understand which product lines drive your revenue. 6. Item Date-wise: Track a specific item's sales and purchase across dates. Useful for seasonal analysis. 7. Item Party-wise: See which parties buy/sell which items. Understand customer preferences. Tip: Use Party-wise Sales reports to identify your top customers and focus retention efforts on them. Use Item-wise reports to decide which products to stock more of. FAQs: Q: How can I find out which items sell the most? A: Use the Item-wise Sales report under Sales & Purchase Reports. It shows all items ranked by sales quantity and value, helping you identify your bestsellers and slow-moving items so you can adjust your inventory accordingly. Q: Can I see which customers buy the most from my business? A: Yes, use the Party-wise Sales report. It groups your total sales by customer, showing you who your top buyers are. This helps you prioritize customer relationships and offer targeted deals to your best customers. --- [============================================================] [staff-management] Category: Staff Management URL: https://www.stockregister.in/how-to-use/staff-management/ ## Add Staff Members URL: https://www.stockregister.in/how-to-use/staff-management/add-staff/ Description: Learn how to add staff members in Stock Register, assign roles like Sales Operator and Store Admin, and restrict store access for secure multi-user business management. Steps: 1. Navigate to Settings > Staff Management from the sidebar. 2. Click "+ Add Staff". 3. Enter the staff member's Phone Number and Name. 4. Assign a Role: 5. → Sales Operator: Can create sales entries only. 6. → Sales Purchase Operator: Can create both sales and purchase entries. 7. → Store Admin: Full access to assigned stores (except owner-only settings). 8. Select which Stores the staff member can access. 9. Click "Save" to add the staff member. Tip: Staff members will log in using their own phone number under the Staff Account option. They only see data for their assigned stores. FAQs: Q: How many staff members can I add? A: The number of staff members depends on your subscription plan. Free plans include limited staff slots, while premium plans support more staff. Check Settings > Subscription or the Pricing page for details on your plan's staff limit. Q: What is the difference between Sales Operator and Store Admin? A: Sales Operator can only create sales entries — ideal for billing counter staff. Sales Purchase Operator can create both sales and purchase entries. Store Admin has full access to all features for assigned stores (inventory, reports, parties, etc.) except owner-only settings like subscription management, staff management, and business information. Choose the role that matches each team member's actual responsibilities. --- ## Manage Staff Access URL: https://www.stockregister.in/how-to-use/staff-management/manage-staff/ Description: Learn how to edit staff roles, update store access, and remove staff members in Stock Register. Manage team permissions and control who can access your business data. Steps: 1. Go to Settings > Staff Management to see all staff members. 2. Click on a staff member to Edit their role or store access. 3. Click "Delete" to remove a staff member and revoke all their access. 4. Staff limits are based on your Subscription Plan. FAQs: Q: Can a staff member access multiple stores? A: Yes, when adding or editing a staff member, you can select multiple stores that the staff member should have access to. They will be able to switch between their assigned stores using the store selector chips. This is useful for staff who rotate between locations. Q: What happens when I delete a staff member? A: When you delete a staff member, their access is revoked immediately. They will not be able to log in anymore, and they lose access to all store data. Their past transactions and entries are preserved in the system — only their login access is removed. --- [============================================================] [settings] Category: Settings URL: https://www.stockregister.in/how-to-use/settings/ ## Bill / Invoice Settings URL: https://www.stockregister.in/how-to-use/settings/bill-settings/ Description: Learn how to customize your invoices in Stock Register. Set brand colors, upload your logo, add a digital signature, configure thermal printer settings, and personalize invoice layout. Steps: 1. Navigate to Settings > Bill Setting. 2. Choose your Invoice Theme Color to match your brand. 3. Upload your Business Logo to appear on invoices. 4. Add a Digital Signature image for invoices. 5. Set Slogans/Terms & Conditions to appear at the bottom of invoices. 6. Choose Bill Copy Type (Original, Duplicate, Triplicate). 7. Add Custom Columns to your invoices if needed. 8. Toggle Store Address on Invoice on/off. 9. Configure Thermal Printer Settings for POS printing. Tip: A professional-looking invoice with your logo and brand colors builds trust with your customers and sets you apart from competitors. FAQs: Q: How do I add my logo to invoices? A: Go to Settings > Bill Setting and upload your Business Logo. The logo will appear on all invoices you create (sales, purchase, quotations). You can also add a digital signature and set brand colors to match your business identity. A branded invoice builds customer trust and looks more professional. Q: Can I set up thermal printer for POS billing? A: Yes, go to Settings > Bill Setting and configure the Thermal Printer Settings section. You can set paper size, format, and other options for receipt-style printing. This is ideal for retail counters where you need quick receipt printing for walk-in customers. --- ## Edit Business Information URL: https://www.stockregister.in/how-to-use/settings/business-info/ Description: Learn how to update your business information in Stock Register. Edit your business name, type, address, and GSTIN for accurate invoices and GST-compliant billing. Steps: 1. Navigate to Settings > Business Information. 2. Edit your Business Name, Business Type, and Address. 3. Add or update your GSTIN for GST-compliant invoicing. 4. Click "Save" to update your business information. Tip: Keep your GSTIN accurate and up to date. Incorrect GSTIN on invoices can cause issues during GST filing and may lead to compliance problems. FAQs: Q: Will updating my business name change it on old invoices? A: No, updating your business information only affects future invoices. Previously created invoices will retain the business details that were set at the time they were generated. This ensures your historical records remain accurate. Q: Why is it important to add my GSTIN in business information? A: Your GSTIN appears on all invoices you create. If you are GST-registered, having the correct GSTIN on invoices is a legal requirement. Incorrect or missing GSTIN can cause issues during GST return filing and may lead to compliance penalties. Update it as soon as you receive your GST registration. --- ## Entry Settings URL: https://www.stockregister.in/how-to-use/settings/entry-settings/ Description: Learn how to configure entry permissions in Stock Register. Control back-dated entries, restrict editing old invoices, hide profit from staff, and lock item prices to protect your business data. Steps: 1. Navigate to Settings > Entry Setting. 2. Toggle Back-date Entry: Allow or restrict creating entries with past dates (separate settings for owner and staff). Restricting this prevents staff from altering the timeline of transactions. 3. Toggle Edit Old Entries: Allow or restrict modifying entries after creation. Useful for protecting finalized invoices from changes. 4. Toggle Remark Option: Show/hide the remarks field in entries. 5. Set Default Payment Mode: Cash or Credit for new entries. 6. Toggle Hide Profit from Staff: Prevent staff from seeing profit margins. Protects your cost information. 7. Toggle Price Editing for Staff: Allow/restrict staff from changing item prices. Prevents unauthorized discounts. 8. Toggle Payment-in Entry for Operator: Allow sales operators to record payment receipts. Tip: Start with restrictive settings for staff and only loosen permissions as needed. It is easier to grant access later than to undo unauthorized changes. FAQs: Q: Can I restrict staff from editing old entries? A: Yes, go to Settings > Entry Setting and toggle off 'Edit Old Entries' for staff. This prevents staff from modifying finalized invoices, protecting your records from accidental or intentional changes. You can also separately control back-date entry permissions for both owner and staff accounts. Q: Why should I restrict staff from back-dating entries? A: Restricting back-dated entries prevents staff from creating transactions with past dates, which could be used to manipulate records (e.g., recording a sale on a date when the business was closed, or hiding today's sales). This is an important security control for maintaining accurate and trustworthy business records. --- ## Master Visibility (Customize Sidebar) URL: https://www.stockregister.in/how-to-use/settings/master-visibility/ Description: Learn how to use Master Visibility in Stock Register to show or hide sidebar sections. Simplify the interface by hiding unused features for a cleaner, faster navigation experience. Steps: 1. Navigate to Settings > Master Visibility. 2. You will see a list of 20+ sidebar sections with toggle switches. 3. Turn OFF sections you don't use to simplify your sidebar menu. 4. Turn ON sections you need to show them in the sidebar. 5. Changes take effect immediately — no need to reload. Tip: Hiding unused sections makes the app faster and easier to navigate for you and your staff. You can always turn them back on later. FAQs: Q: What is Master Visibility and why should I use it? A: Master Visibility lets you show or hide sections in the sidebar menu. If you don't use features like Manufacturing, Quotations, or Purchase Orders, you can hide them. This makes the app cleaner, faster to navigate, and less overwhelming — especially for staff members who only need a few features. You can always turn sections back on if needed. Q: Will hiding a sidebar section delete the data associated with it? A: No, hiding a section only removes it from the sidebar menu. All your data remains safe and intact. If you turn the section back on later, all your previous data will still be there. Master Visibility only controls what is visible in the navigation, not the underlying data. --- [============================================================] [subscription] Category: Subscription & Plans URL: https://www.stockregister.in/how-to-use/subscription/ ## View & Manage Your Plan URL: https://www.stockregister.in/how-to-use/subscription/manage-plan/ Description: Learn how to view your current plan, compare plan tiers, upgrade to premium features, renew your subscription, and manage billing in Stock Register. Includes detailed plan comparison with pricing. Steps: 1. Navigate to Settings > Subscription from the sidebar, or visit the Pricing page. 2. View your Current Plan details: plan name, included features, number of stores, staff members allowed, and expiry date. 3. Compare plans to find the best fit: Free (1 store, no staff), Basic Plus (3 stores, no staff), Advance Plus (3 stores, 3 staff), Advance Pro (Approval System and Activity Timeline), Manufacturing (BOM/recipe features), or Manufacturing Plus (manufacturing + staff + unlimited stores). 4. Click "Start 7-Day Free Trial" to try any paid plan risk-free — no advance payment required. Cancel anytime before trial ends. 5. Click "Upgrade" to switch to a higher plan. The upgrade takes effect immediately with instant access to all new features. 6. Click "Renew" if your plan has expired to continue using premium features. 7. View Billing Details for past payment history and receipts. 8. For payment support, contact via phone or WhatsApp at +919981278197. Tip: All paid plans include a 7-day free trial with full access to all features. No advance payment or credit card needed — cancel before the trial ends and pay nothing. FAQs: Q: What plans are available in Stock Register? A: Stock Register offers 6 plans: (1) Free Plan — forever free with essential features, 1 store, no staff access. (2) Basic Plus — Rs. 2,250/year for single owners, 3 stores, phone/WhatsApp support, no staff. (3) Advance Plus — Rs. 3,600/year for teams, 3 staff members with role-based access control (Sales Operator, Sales Purchase Operator, Store Admin). (4) Advance Pro — Rs. 6,000/year for teams needing Approval System, Approval Inbox, and Activity Timeline with Owner + 3 Staff. (5) Manufacturing — Rs. 3,000/year for single owners with recipe/BOM, production entries, and raw material tracking. (6) Manufacturing Plus — Rs. 5,000/year for manufacturing teams with staff access, unlimited stores, and priority support. All prices are exclusive of GST. Q: What does the Free Plan include? A: The Free Plan is forever free with no time limit. It includes: 1 business account, 1 store/godown, unlimited items and parties, bulk upload and bulk edit, sales and purchase management, multiple invoice themes (A4/A5), GST and non-GST invoices, GSTR-1 and GSTR-2 reports, expense and cash flow management, stock value tracking, low stock alerts, automatic cloud backup, and data sync across Android app and website. It does not include staff access, staff role control, or multi-store features. Q: What is the difference between Basic Plus and Advance Plus? A: Basic Plus (Rs. 2,250/year) is for single business owners — it includes 3 stores/godowns and phone/WhatsApp support but no staff access. Advance Plus (Rs. 3,600/year) includes everything in Basic Plus plus 3 staff members with role-based access control. Staff roles include: Sales Operator (sales entries only), Sales Purchase Operator (sales + purchase entries), and Store Admin (full store access except owner settings). You can add extra staff beyond 3 at an additional cost. Q: What is the difference between Manufacturing and Manufacturing Plus? A: Manufacturing (Rs. 3,000/year) is for single owners — it includes everything in Basic Plus plus recipe/BOM management, production planning, production entries with auto raw material deduction, and job work management. No staff access. Manufacturing Plus (Rs. 5,000/year) includes everything in the Manufacturing plan plus 3 staff members with access control, unlimited stores/godowns, and priority phone/WhatsApp support. Manufacturing features are available on Android, iOS, and the web app. Q: What happens when my plan expires? A: Your data is always preserved even if your plan expires — all transactions, items, party records, and reports remain intact. However, you won't be able to add new entries (sales, purchases, etc.) or view existing data until you renew. Free plan features remain accessible. Renew anytime to regain full access. Q: Can I upgrade my plan at any time? A: Yes, you can upgrade anytime from Settings > Subscription. The upgrade takes effect immediately with instant access to all new features. You pay the difference for the remaining period. However, downgrades are not allowed during an active subscription period. Q: Is there a free trial for paid plans? A: Yes, all paid plans include a 7-day free trial with full access to all plan features. No advance payment or credit card is required. You can cancel before the trial ends and pay nothing. This lets you explore all premium features before committing. Q: What payment methods are accepted? A: Stock Register accepts UPI, debit/credit cards, net banking, and digital wallets for online payments. You can also pay via direct bank transfer — after making the payment, contact support with transaction details for manual plan activation. For support, call or WhatsApp at +919981278197. Q: Is there a refund policy? A: Yes, Stock Register offers refunds within 3 days of paid plan purchase. To request a refund, email contact@stockregister.in with your details. Check the refund policy page for full details. --- [============================================================] [customer_stories] Entry: Parshwanath Electricals Category: Electrical Wholesale Customer Story URL: https://www.stockregister.in/customer-stories/parshwanath-electricals-electrical-wholesaler-sikar Markdown: https://www.stockregister.in/customer-stories/parshwanath-electricals-electrical-wholesaler-sikar.md Audience and intent: This customer story is for Indian electrical wholesalers and owner-led businesses that need one daily record for stock, sales and purchases. It answers how one real electrical wholesaler uses Stock Register in day-to-day work. Verified interview facts: - Suraj Jain runs Parshwanath Electricals, an electrical wholesale business in Sikar. - He says he has used Stock Register for approximately four years. - He records routine daily sales and purchases from regular parties. - He says roughly 1,000–1,500 items are maintained in the application. - He reviews purchased quantity, outgoing stock and profit. - The interview focuses on Suraj’s reported daily workflows; no quantified savings, revenue or ROI result is reported. Product and positioning context: The page connects these reported jobs to stock and ledger views for wholesale businesses. Stock Register is positioned as a practical daily stock system for Indian wholesalers, not as a claim that it replaces every accounting, delivery or warehouse system. [============================================================] [customer-stories] Entry: Maruti Pumps Category: Motor-Parts Wholesale Customer Story URL: https://www.stockregister.in/customer-stories/maruti-pumps-motor-parts-wholesaler Markdown: https://www.stockregister.in/customer-stories/maruti-pumps-motor-parts-wholesaler.md Audience and intent: This customer story is for Indian motor-parts wholesalers and owner-led parts businesses that need mobile stock visibility, monthly demand review, low-stock checks, stock-value review and item-wise purchase history. Verified interview facts: - Divyank Jain runs Maruti Pumps, a motor-parts wholesale business in Coimbatore. - He says he has used Stock Register for two years and primarily uses it on mobile. - He reviews stock coming in and going out, monthly item demand, low stock and stock value. - He wanted to find one item’s purchases by date and month without reviewing stock-out entries. - He also described a desired production workflow; the story does not present that request as a measured production result. - The interview focuses on Divyank’s reported stock workflows and requested production use case; no quantified savings, revenue or ROI result is reported. Product and positioning context: The page connects Divyank’s reported jobs to stock and purchase-report workflows for motor-parts wholesalers. It keeps the production request separate from verified current usage. [============================================================] [wholesale-distributor-pillar] Category: Stock Management Software for Wholesalers and Distributors URL: https://www.stockregister.in/stock-management-software-for-wholesalers-distributors Markdown: https://www.stockregister.in/stock-management-software-for-wholesalers-distributors.md Audience and intent: This page is for Indian wholesalers and distributors selling from stores, branches or godowns. It is written for the daily question, “Can we supply this order today?” The relevant users are the owner, sales staff and godown staff who need the same current stock answer before billing. Canonical workflow: 1. A customer asks for 20 bags of Basmati Rice. 2. Sales staff checks the current stock view and sees 31 bags across 3 godowns. 3. Godown staff confirms that Delhi and Noida can fulfil the 20-bag order. 4. Internal transfer: 6 bags move between godowns; the total remains 31 bags. 5. Customer sale: 20 bags are supplied, leaving 11 bags in total. 6. The owner sees the sale, remaining stock and party balance together. What the page supports: - Check available stock before promising a customer order. - Find an item’s quantity across stores and godowns. - Record stock received, stock sold, stock sent and stock moved between godowns. - Connect purchases, stock, sales, party balances and payments in the same business workflow. - Work with trade units such as bags, boxes, strips and pieces where supported by the plan. - Let sales staff check stock on Android or the web while godown staff records receipts, sales and transfers against the same stock view. - Use staff access and approval controls where supported by the selected plan. - Test the setup with one location, one regular item and one real customer order before choosing a plan. Why the page contrasts older methods: - Notebook: the latest number may live with one person. - Excel: updates may arrive late or two sheets may disagree. - Disconnected billing: sale, stock and party balance may need separate updates. - Stock Register’s intended outcome: one current answer before billing. Answer-engine and search context: Relevant phrases include stock management software for wholesalers, stock management software for distributors, stock maintain software for wholesalers, godown stock management software, stock management app for distributors, stock keeping software for wholesale business, and stock transfer software between godowns. These phrases describe the page’s visible workflow and should not be treated as separate product categories. Qualification and limitations: The page focuses on stock visibility, stock movement, godowns, sales, purchases, staff work, party balances and payments for wholesale and distribution businesses. It does not claim to be a full route-planning, delivery-execution or advanced warehouse-management system. Businesses whose main requirement is route planning, advanced picking, delivery tracking or stock received in parts should evaluate a specialist system as well. [============================================================] [kirana-shop-inventory] Category: Inventory Management Software for Kirana Shop URL: https://www.stockregister.in/industry/inventory-management-software-for-kirana-shop Markdown: https://www.stockregister.in/industry/inventory-management-software-for-kirana-shop.md Audience and intent: Stock Register fits Indian kirana and grocery shop owners or counter staff who need to find items, create bills, keep stock current, identify low-stock products and review customer payments. Core kirana decision: 1. Find the item before the customer waits. 2. Create a GST or non-GST bill in the required format. 3. Keep the remaining item quantity and daily sale available for review. 4. Identify low-stock items before preparing the next purchase. 5. Keep customer credit and payment entries separate from the item balance. What the page supports: - Add unlimited items, categories, units, prices, GST details and barcodes. - Manage inventory across stores and godowns, including stock-in, stock-out and stock-transfer entries. - Create GST and non-GST bills in multiple invoice formats. - Review inventory, sales, purchase, party and GST reports, including daily sales and profit. - Use low-stock reports, barcode billing, party ledger and payment entries for the next counter or purchase decision. - Enter records on Android or the web app. Search context: The page owns the narrower kirana-shop intent behind inventory management software for kirana shops. It is distinct from the broad stock-management page and from the wholesale/distributor page: the buyer moment is the kirana counter finding an item, billing it and deciding what to reorder next. Qualification and limitations: The page covers everyday inventory and billing control for a kirana or grocery shop. It does not present Stock Register as a complete supermarket POS, delivery marketplace, route-planning system or advanced warehouse system. The full page-specific content is available at the Markdown URL above. [============================================================] [stock-management-software] Category: Stock Management Software URL: https://www.stockregister.in/best-stock-management-software Markdown: https://www.stockregister.in/best-stock-management-software.md Stock Register is a stock management software for PC and mobile that helps small businesses in India manage inventory across multiple stores and godowns. Key capabilities include: - Real-time stock tracking across all shops, godowns, and manufacturing units - Unlimited items with categories, units, GST details, and barcode support - Daily stock level monitoring (daily/weekly/monthly views) - Stock inward, outward, and transfer between locations - Low stock alerts, dead stock reports, and stock aging analysis - GST and non-GST invoice creation with auto CGST/SGST/IGST calculation - GSTR-1 and GSTR-2 report generation from sales and purchase data - Sales, purchase, and profit tracking with party ledger - Multi-user access with role-based staff permissions per store - 20+ PDF reports and Excel export (stock summary, stock value, profit, sales, purchase) - Barcode generation and scanning for items and invoices - Thermal (2/3/4 inch), A4, and A5 invoice printing - Cloud-based with automatic data backup - Compare with Tally, Vyapar, Zoho, BUSY, and Marg at https://www.stockregister.in/best-stock-management-software [low-stock-alerts-feature] Category: Low Stock Alert Software URL: https://www.stockregister.in/features/low-stock-alerts Markdown: https://www.stockregister.in/features/low-stock-alerts.md Audience and intent: Indian retailers, wholesalers, and distributors who need to notice shortages before the next customer order and decide what to reorder. Core capability: Set a Quantity for Low Stock Alert per item; Stock Register sends the push notification on Android when remaining stock drops below that minimum. Web support: The web app provides Show Low Stock filters on Stock and Item pages, plus Dead Stock and Inventory Aging views. The push notification itself is on Android. Reorder support: Purchase Order can filter low-stock items, add selected items, and download or print the order for a supplier. Qualification and limitations: Alerts use the minimum quantity configured by the business. They do not replace demand forecasting, supplier lead-time calculation, or an automatic purchasing decision. [stock-transfer-feature] Category: Stock Transfer Software URL: https://www.stockregister.in/features/stock-transfer Markdown: https://www.stockregister.in/features/stock-transfer.md Audience and intent: Indian wholesalers, distributors, multi-branch retailers, manufacturing units, and franchise businesses that move goods between stores or godowns and need a searchable movement record. Core capability: Select source and destination, add available items and quantities, and create a transfer entry with date, unique number, stock value, and creator. Destination update: Automatic Stock In entry in Godown can reduce source stock and add the transferred quantity at the destination when the transfer is saved. Additional support: Batch and expiry details, bulk quantity entry through Excel upload, godown-wise stock views, staff access control, and downloadable transfer reports. Qualification and limitations: A transfer entry records the inventory movement selected by the business; it does not confirm third-party delivery, transport status, or physical receipt of goods. [medical-shop-inventory] Category: Medical Shop Inventory Management Software URL: https://www.stockregister.in/industry/inventory-management-software-for-medical-shop Markdown: https://www.stockregister.in/industry/inventory-management-software-for-medical-shop.md Audience and intent: Indian medical shop owners who need to identify medicine batches, expiry dates, remaining quantities, billing details, and replenishment decisions from one record. Core capability: Track each batch with batch number, manufacturing date, expiry date, purchase price, selling price, and separate remaining stock; select the batch during billing. Reports and alerts: Batch & Expiry Date Report supports 7, 14, 30, 60, and 90-day filters; low-stock quantities, Android notifications, and web low-stock filters support replenishment review. Qualification and limitations: The software records business-entered batch data but does not replace pharmacist judgement, dispensing controls, statutory licences, regulatory advice, or physical stock checks. [hardware-shop-inventory] Category: Hardware Shop Inventory Management Software URL: https://www.stockregister.in/inventory-management-software-for-hardware-shop Markdown: https://www.stockregister.in/inventory-management-software-for-hardware-shop.md Audience and intent: Indian hardware and building-material shops that need to identify products by size, brand, accessory, unit, location, and customer balance before billing or reordering. Core capability: Manage item categories, units, prices, GST details, HSN codes, barcodes, store or godown stock, invoices, party balances, and stock movement. Supported decisions: Search or scan the exact item, review low or slow-moving stock, record a shop-to-godown transfer, and follow customer payment entries. Qualification and limitations: The software records business-entered product and unit details; it does not verify physical measurements, material suitability, or the condition of damaged, opened, or returned goods. [warehouse-inventory-management] Category: Warehouse Inventory Management Software URL: https://www.stockregister.in/best-warehouse-management-software/ Markdown: https://www.stockregister.in/best-warehouse-management-software.md Audience and intent: Indian wholesalers, distributors, retailers, manufacturers, and growing businesses managing inventory across multiple warehouses, godowns, stores, or branches. Core capability: Add locations, maintain independent stock and billing, transfer inventory between locations, review combined stock value, and assign store-specific staff access. Location visibility: All Store Items shows combined inventory and Available In information; Store Wise Items shows each location’s balance, reports, and stock movement. Plan and scope notes: The documented comparison is up to 2 locations on Basic Plus and unlimited stores on Advance Plus. Confirm current plan limits and permissions during trial; the system is not positioned as a full warehouse-execution or transport-tracking platform. Why businesses switch from Excel to Stock Register: - Automatic stock adjustment with every sale, purchase, and return - Multi-store visibility on one dashboard (no more separate Excel sheets per store) - Low stock alerts before items run out (no more stockouts during peak demand) - Barcode scanning eliminates manual entry errors - Cloud backup protects data (no risk of file corruption or accidental deletion) More than 3,00,000 businesses have registered, with paid users across 40+ countries. Users include kirana stores, electronics stores, retail shops, wholesalers, distributors, medical and hardware businesses, garment and furniture businesses, restaurants, and small manufacturers. Pricing starts at ₹900/year. 7-day free trial, no credit card required. Stock Management Software vs Excel: Most Indian small businesses track inventory in Excel or notebooks. Stock Register replaces this with: - Automatic stock update on every sale/purchase (vs manual Excel entry after each transaction) - Multi-store dashboard (vs separate Excel sheets per store with no combined view) - Low stock alerts before items run out (vs manually checking each item in Excel) - Barcode scanning for billing and stock checks (not possible in Excel) - GST invoice creation with auto tax calculation connected to inventory (vs separate billing tool) - 20+ ready-made reports downloadable as PDF/Excel (vs building pivot tables and VLOOKUP formulas) - Cloud backup with automatic sync (vs file on one computer, risk of corruption) - Role-based staff access per store (vs anyone with the file can see and edit everything) A medium retail shop with 500+ items saves 30-60 hours per month by switching from Excel to Stock Register. [inventory-management-software] Category: Inventory Management Software for Small Business URL: https://www.stockregister.in/best-inventory-management-software Markdown: https://www.stockregister.in/best-inventory-management-software.md Audience and intent: Indian small businesses that need one current record for items, quantities, stores, godowns, sales, purchases, billing, and reports. The page focuses on finding an item, recording the next transaction, and knowing what remains without a separate notebook or spreadsheet. Core capability: Stock Register supports item categories, units, prices, GST details, barcodes, stock levels, stock value, low-stock views, location-wise inventory, stock transfers, sales and purchase entries, GST and non-GST invoices, and inventory-related reports. How to test: Start with one location, a few real items, one supplier purchase, one customer bill, one low-stock setting, and one report during the 7-day free trial. Test the exact staff access and locations needed before choosing a plan. Qualification and limitations: Stock Register focuses on inventory, billing, stock movement, and business reports for small and growing businesses. It is not presented as a full enterprise ERP, advanced warehouse-execution system, route-planning platform, or specialised field-sales DMS. [stock-tracking-feature] Category: Stock Tracking Software URL: https://www.stockregister.in/features/stock-tracking Markdown: https://www.stockregister.in/features/stock-tracking.md Audience and intent: Indian retailers, wholesalers, distributors, and small manufacturers who need to see what came into stock, what went out, what remains, and which transaction changed an item’s balance. Core capability: Stock Register records purchases, sales, returns, transfers, and stock adjustments. The item ledger shows dates, entry types, parties or stores, quantities, amounts, and running balance. Stock summaries show opening stock, inward, outward, and remaining stock for daily, weekly, monthly, or custom periods. Additional product states: Users can review stock by store or godown, export supported reports as PDF or Excel, record adjustment reasons, and inspect inventory aging or dead-stock views. Excel import is available for product catalogues and bulk setup. Qualification and limitations: Stock records and reports support investigation and purchase decisions but do not replace physical counts, demand forecasting, supplier lead-time planning, transport tracking, or investigation of why a physical difference occurred. Fit framing: A billing-first app may fit when the main need is only invoice printing; Stock Register is a stronger fit when the owner must trace item-level stock, location movement, and adjustments alongside billing. A full accounting or specialist warehouse system may fit better when those broader controls are the main requirement. --- [party-ledger-and-payments-feature] Category: Party Ledger and Payment Tracking Software URL: https://www.stockregister.in/features/party-ledger-and-payments Markdown: https://www.stockregister.in/features/party-ledger-and-payments.md Audience and intent: Indian retailers, wholesalers, distributors, and small businesses that sell on credit or buy on credit and need to know which customers owe money, which suppliers need payment, and what transactions explain each balance. Core capability: Stock Register connects sales invoices and purchase bills to customer and supplier ledgers. The due payment dashboard separates total receivables and payables and supports party, customer, supplier, and name filters. Payment and statement states: Payment In records customer receipts, including partial or advance payments, while Payment Out records supplier settlements, including partial or advance payments. A partial receipt can be linked to the relevant invoice when applicable. Supported payment modes include cash, bank transfer, UPI, and cheque. The due payment dashboard supports overdue-day filters and aging views for collection review. Party history and reports can show dates, entry types, entry numbers, debit, credit, payment mode, and running balance; supported reports can be downloaded or shared as PDF or Excel. Due balances or ledger statements can be shared through WhatsApp for payment follow-up. How to test: Use one customer invoice, one partial Payment In, one supplier purchase, one Payment Out, and one filtered party statement during the 7-day free trial. Confirm that the balances and transaction history match the records the business uses for collection and supplier settlement. Qualification and limitations: The feature helps the business record and explain balances; it does not decide collection priority, replace a credit policy, or guarantee correctness when entries are wrong. A billing-first app may fit when the only need is invoice printing; Stock Register is a stronger fit when party balances need to stay connected to billing, purchases, and inventory records. A full accounting system may fit better when broader accounting controls are the main requirement. --- [location-wise-stock-management] Category: Location-Wise Stock Management Software URL: https://www.stockregister.in/location-wise-stock-management Markdown: https://www.stockregister.in/location-wise-stock-management.md Audience and intent: Indian wholesalers, distributors, FMCG stockists, multi-store retailers, and branch businesses searching for location-wise stock management software because they need to know which store, branch, or godown can supply an order before promising dispatch. Supporting needs include stock by store, stock by godown, and multi-location stock management. Core capability: Stock Register supports stock records by shop, branch, and godown so sales and store staff can check the supplying location instead of relying only on the combined business total. Stock movement/history shows what came in, what went out, and what remains. Transfer and access states: Stock Transfer records the sending location, receiving location, item, and quantity as an internal move separate from the customer sale. Staff can work from the records assigned to their store where the plan includes staff/store access. How to test: Start with one real location, one regular item, one recorded receipt or sale, and one customer order during the 7-day free trial. Check the location balance, review movement/history, and ask staff to repeat the same location check before expanding to more locations. Qualification and limitations: The page helps staff check recorded stock by location, record transfers, and review movement/history; it does not reserve stock, track goods in transit, allocate stock automatically, reconcile physical differences automatically, plan routes, or replace a physical count. --- [multi-godown-feature] Category: Multi-Godown and Warehouse Management Software URL: https://www.stockregister.in/features/multi-godown Markdown: https://www.stockregister.in/features/multi-godown.md Audience and intent: Indian retailers, wholesalers, distributors, small manufacturers, and multi-branch businesses that need to know what stock is at each store or godown, where an item should move, and which staff can access each location. Core capability: Stock Register supports multiple stores and godowns with separate stock, billing, and reports. The store-wise view shows location quantities; All Store Items combines locations and shows available-in-store counts and stock values. Store selection controls the location for daily entries. Transfer and access states: Stock Transfer records source, destination, items, quantities, entry number, date, stock value, and creator. Automatic stock-in can update the receiving godown, and supported Excel upload can add transfer quantities in bulk. Manage Staff assigns store-specific access with roles such as Store Admin and Sales Operator. How to test: Add two real locations, opening stock, one purchase or sale, one transfer, and one assigned staff member during the 7-day free trial. Confirm store-wise quantities, combined stock, source and destination entries, and the staff member's assigned view. Qualification and limitations: The feature records location-wise inventory, transfers, billing, reports, and staff access; it does not replace a physical count, demand forecasting, advanced warehouse execution, route planning, or transport tracking. A single-location billing tool may fit when location separation is unnecessary; a specialist warehouse system may fit better when advanced warehouse execution is the main requirement. --- [quotation-management-feature] Category: Quotation Management Software URL: https://www.stockregister.in/features/quotation-management Markdown: https://www.stockregister.in/features/quotation-management.md Audience and intent: Indian retailers, wholesalers, distributors, and service or project businesses that need to prepare a clear itemised price proposal, share it with a customer, follow its response, and carry accepted details into a sales order or invoice. Core capability: Stock Register lets users select or add a customer, choose a store, add items by name or barcode, enter quantities, units, prices, HSN and tax details, apply item or bill discounts, add shipping charges and remarks, and save a quotation. The quotation can be previewed, printed, downloaded, or shared through WhatsApp or email. Status and conversion states: The quotation list shows date and time, quotation number, customer, amount, and Open or Closed status, with date and search filters. An accepted quotation can be converted to a sales order or sales invoice with item details, quantities, prices, discounts, taxes, charges, and customer details carried forward for review. A quotation itself does not affect stock, customer balances, or financial reports. How to test: Use one customer, two real items, one discount, one optional charge or remark, one shared PDF, one status search, and one conversion during the 7-day free trial. Confirm the proposal is clear and that the resulting sales document carries the right details before saving. Qualification and limitations: The feature helps businesses prepare, share, find, and convert quotations; it does not guarantee customer acceptance or replace negotiation. A one-off price note may be enough for a simple sale, while Stock Register is a stronger fit when quote status and conversion need to stay connected to customers, items, stores, and billing. --- [purchase-order-management-feature] Category: Purchase Order Management Software URL: https://www.stockregister.in/features/purchase-order-management Markdown: https://www.stockregister.in/features/purchase-order-management.md Audience and intent: Indian retailers, wholesalers, distributors, small manufacturers, and growing businesses that need to document supplier orders, check what arrives against what was ordered, and carry received details into a purchase invoice. Core capability: Stock Register lets users select or add a supplier, add catalogue items or supported Excel-uploaded items, record quantities, prices, HSN codes, discounts, tax details, batch names, and expiry dates, filter low-stock items, and save a purchase order. The PO can be previewed, downloaded, printed, and shared as a supplier-ready PDF. Status and conversion states: The purchase-order list shows date and time, order number, supplier, total amount, and Open or Closed status, with date and search filters. When goods arrive, the PO can be converted to a purchase invoice with item names, quantities, prices, discounts, taxes, HSN codes, batch details, and supplier information carried forward for review. Saving a PO does not increase stock or create a purchase or financial report transaction; those records begin with the saved purchase invoice. How to test: Use one supplier, two real items, one low-stock filter, one shared PDF, one status search, and one PO-to-purchase-invoice conversion during the 7-day free trial. Confirm the PDF fields, received quantities, store, rates, taxes, and stock result before saving the invoice. Qualification and limitations: The feature supports purchase planning, supplier communication, order tracking, and conversion into a purchase invoice. It does not forecast demand, calculate supplier lead time, approve or place orders automatically, or replace specialist procurement or enterprise warehouse execution. --- [staff-roles-feature] Category: Staff Roles and Access Control URL: https://www.stockregister.in/features/staff-roles Markdown: https://www.stockregister.in/features/staff-roles.md Audience and intent: Indian retailers, wholesalers, distributors, small manufacturers, and multi-store businesses that need named staff logins, store-scoped access, role-based work, and a visible creator for daily entries. Core capability: Stock Register supports Sales Operator, Sales Purchase Operator, and Store Admin roles. The owner can add staff with a phone number, assign one or more stores or godowns, and let staff sign in through Staff Account. The same staff member can have different roles at different stores where supported. Permission and accountability states: Sales Operator is for sales work; Sales Purchase Operator handles sales and purchase work; Store Admin has broader access to assigned stores except owner-only settings. The feature evidence describes operators as unable to edit or delete entries, Sales Operators as unable to see purchase prices or profit, and Sales Purchase Operators as able to see purchase prices but not profit. Entry Setting can control back-dated entries, editing old entries, price editing, payment-in access, and hiding profit. Entry cards can show the creator in an Added by field. Remove Role can revoke one store assignment, while Delete Staff revokes access across stores while preserving past entries. How to test: Add one operator, assign one store, create a real sales entry, check the visible fields and Added by attribution, assign a second store with a different role, review Entry Setting controls, and test role removal during the 7-day free trial. Verify the current plan's staff limit and effective permissions before going live. Qualification and limitations: The feature provides predefined roles, store assignment, and entry attribution. Staff limits and effective permissions can depend on the selected subscription and settings. It does not replace owner review, HR or workforce management, device management, or enterprise identity administration. --- [barcode-billing-feature] Category: Barcode Billing Software URL: https://www.stockregister.in/features/barcode-billing Markdown: https://www.stockregister.in/features/barcode-billing.md Audience and intent: Indian retailers, wholesalers, distributors, medical shops, grocery stores, and other item-led businesses that need faster item lookup, fewer manual selections, and barcode-assisted billing connected to stock and purchase entries. Core capability: Stock Register can scan a product into an invoice, stock search, or purchase entry; use the matched item record's price, HSN, tax, and stock details; generate a barcode for an item without a supplier barcode; and print labels as PDF or through supported A4 and thermal layouts. Web users can connect a USB or Bluetooth scanner, while Android users can use the phone camera where supported. Print states: Add or verify the item master, generate and preview a label when needed, scan one label to confirm the intended item, then scan items into a sales invoice or purchase entry. Repeated scans can increase invoice quantity. Scanning alone does not change stock; the saved business entry does. How to test: Use five real products, including one without a barcode. Generate and print one label, scan it, test the actual counter scanner or Android camera, scan two items into an invoice, scan one twice, and verify item rows, quantity, price, tax, total, store, and stock result during the 7-day free trial. Qualification and limitations: Barcode lookup does not verify physical stock, product authenticity, item-master accuracy, price, tax classification, or quantity. Generated barcodes are a local product-identification setup. Businesses needing GS1, regulated item history, serial-number control, advanced warehouse scanning, or complex picking should evaluate those requirements separately. [gst-invoicing-feature] Category: GST Invoice Software URL: https://www.stockregister.in/features/gst-invoicing Markdown: https://www.stockregister.in/features/gst-invoicing.md Audience and intent: Indian retailers, wholesalers, distributors, small manufacturers, and other businesses that need sales invoices, purchase bills, returns, payment tracking, print or sharing formats, and GSTR report exports connected to their item and party records. Core capability: Stock Register supports GST and non-GST invoice entries. Users can select or add a party, choose a store, add items with quantity, unit, price, discount, HSN code, and configured tax rate, review the taxable amount and tax breakup, record payment, save the document, and share or print it. The product displays CGST plus SGST for the intra-state case or IGST for the inter-state case when business and party state details are configured. Document and report states: Supported document entries include sales invoices, purchase invoices, sales and purchase returns, sales and purchase orders, quotations, Payment In, and Payment Out. A saved sales invoice can reduce stock in the selected store and update the customer balance; a saved purchase invoice can increase stock and update the supplier balance. Invoice records can show Paid, Unpaid, or Partially Paid states. GST Reports can generate GSTR-1 outward-sales and GSTR-2 purchase exports for reconciliation and review with the business's CA or filing steps. How to test: Verify the business GSTIN, party GSTINs, states, HSN codes, item tax rates, store, invoice number, and print format. Create one same-state and one other-state invoice if relevant, record a partial payment, check stock and party-balance results, share the PDF, and reconcile one GSTR export during the 7-day free trial. Qualification and limitations: The feature supports invoice creation, tax-breakup display, payment tracking, sharing or printing, stock and party updates, and report exports. It does not replace a CA, determine the business's legal tax position, file returns, guarantee input-tax-credit eligibility, or guarantee portal or buyer acceptance. The business remains responsible for source data, classification, place of supply, applicable rules, reconciliation, and filing. --- [thermal-printing-feature] Category: Thermal Printing Software URL: https://www.stockregister.in/features/thermal-printing Markdown: https://www.stockregister.in/features/thermal-printing.md Audience and intent: Indian retailers, wholesalers, distributors, grocery shops, medical shops, and other businesses that need readable invoice receipts from an Android phone or web browser on a supported thermal printer. Core capability: Stock Register provides supported thermal invoice formats for Android Bluetooth printing and web USB printing. The product evidence describes 2-inch (58mm), 3-inch (80mm), and 4-inch (104mm) formats, plus configurable business details such as logo, GSTIN, PAN, bank details, UPI QR, and footer text where supported by the selected layout. Print states: Configure the invoice format and business details, connect the actual printer, create and save the sales invoice or other supported document, review the item and tax fields, then print a sample and verify readability. Printing is an output step; stock and party balances follow the saved business entry, not the print action. How to test: Use the 7-day free trial with the real phone or computer, printer, roll, and one two-item invoice. Verify the header, party, item rows, HSN, quantities, tax breakup, total, payment state, paper width, and any quotation or purchase-bill layout the counter needs. Qualification and limitations: Thermal printing depends on the printer model, driver, device, browser or Android version, paper width, and selected format. It does not guarantee compatibility with every printer or make business tax data legally correct. Advanced print queues, unattended print servers, label automation, or hardware fleet management should be evaluated separately. --- [fmcg-distributor-inventory] Category: FMCG Distributor Inventory Software URL: https://www.stockregister.in/inventory-management-software-for-fmcg-distributors Markdown: https://www.stockregister.in/inventory-management-software-for-fmcg-distributors.md Audience and intent: Indian FMCG stockists and wholesalers who need to check carton quantities by godown, record internal transfers, and review the item balance before the next retailer bill. Core capability: Stock Register keeps item quantities, stock movement, godown records, transfers, billing, and purchase work connected so a distributor can check the supplying location before promising an order. Qualification and limitations: The companion focuses on stock visibility and movement for FMCG distribution. It does not claim to be a full field-sales DMS, route-planning, delivery-execution, or transport-tracking system. --- [approval-system] Category: Inventory Approval System URL: https://www.stockregister.in/features/approval-system Markdown: https://www.stockregister.in/features/approval-system.md Audience and intent: Indian owners with staff who need selected stock or billing entries reviewed before they move ahead. Core capability: When approval is enabled for a supported entry type, a staff entry goes to Approval Inbox as a request. An approver can accept, reject, or send it back, while Approval Settings controls the supported entry types and approvers. Qualification and limitations: Approval coverage depends on configured entry types and plan. The companion does not imply that every action or entry is gated automatically. --- [activity-timeline] Category: Staff Activity Timeline URL: https://www.stockregister.in/features/activity-timeline Markdown: https://www.stockregister.in/features/activity-timeline.md Audience and intent: Indian retailers, wholesalers, distributors, and multi-store teams that need one time-ordered place to review staff activity. Core capability: Activity Timeline shows the staff member, entry, action, date, and time where shown in the product, with search and filters for supported business records. Qualification and limitations: The companion describes supported activity history and filters; it does not promise an audit system for actions outside Stock Register or every possible record type. --- [tally-alternative] Category: Tally Alternative for Simple Inventory URL: https://www.stockregister.in/tally-alternative Markdown: https://www.stockregister.in/tally-alternative.md Audience and intent: Indian merchants who want Tally or an accountant to handle accounts while staff manage simple inventory, stock-only entries, multiple godowns, and location-scoped work. Comparison framing: Tally may fit businesses that need full accounting depth. Stock Register is worth testing when the missing layer is easy inventory work alongside Tally: items without price details, Stock In, Stock Out, Stock Adjustment, godown-wise quantities, staff access, approvals, and Activity Timeline. How to test: Use the 7-day trial with a no-price item, stock-only entries, two locations if relevant, one staff login, and an approval review. Compare the resulting stock, access, and owner review against the daily work the business wants to keep outside Tally. Qualification and limitations: This is a fit guide, not a claim that Stock Register replaces Tally's accounting, payroll, tax, or accountant-led work. Verify current plan limits, permissions, devices, and supported entry types with real data. --- [vs-tally] Category: Stock Register vs Tally Comparison URL: https://www.stockregister.in/vs/tally Markdown: https://www.stockregister.in/vs/tally.md Audience and intent: Indian shops and wholesalers deciding whether they need Tally’s full accounting depth, Stock Register’s simpler inventory layer, or both together. Comparison framing: Tally may fit full accounting, payroll, TDS, company books, and accountant-led reporting. Stock Register is worth testing for easy inventory and billing, stock-only entries without a customer invoice, multiple godowns, store-scoped staff access, Approval Inbox, and Activity Timeline where supported. How to test: Use the 7-day trial with real items, one Stock In, Stock Out, Stock Adjustment, transfer, bill, staff assignment, approval review, and Activity Timeline check. Reconcile one week of results with the person who maintains the Tally books. Qualification and limitations: This is a fit guide, not accounting or compliance advice. Verify current pricing, devices, plan limits, permissions, entry types, and tax/accounting requirements directly. Stock Register is not presented as a replacement for Tally’s full accounting scope. --- [vs-vyapar] Category: Stock Register vs Vyapar Comparison URL: https://www.stockregister.in/vs/vyapar Markdown: https://www.stockregister.in/vs/vyapar.md Audience and intent: Indian shops and wholesalers deciding whether Vyapar’s billing and one-location stock fit is enough or whether they need an easy inventory layer for godowns, item history, stock-only entries, staff access, and owner review. Comparison framing: Vyapar may fit a business that mainly needs billing and payment records at one location. Stock Register is worth testing for Stock In, Stock Out, or Stock Adjustment without a customer invoice, location-wise stock and transfers, barcode lookup, store-scoped staff access, Approval Inbox, and Activity Timeline where supported. How to test: Use the 7-day trial with real items, two locations if relevant, one barcode, one staff account, one bill, stock-only entries, a transfer, and an approval review. Check the resulting quantities, entry creator, staff access, and activity history before changing the live routine. Qualification and limitations: This is a fit guide, not a permanent claim about Vyapar’s current plans or feature set. Verify current pricing, devices, exports, permissions, entry types, and Stock Register plan limits directly with real data. Stock Register is not presented as a universal replacement for every billing, accounting, or specialist requirement. --- [vs-zoho] Category: Stock Register vs Zoho Inventory Comparison URL: https://www.stockregister.in/vs/zoho Markdown: https://www.stockregister.in/vs/zoho.md Audience and intent: Indian shops, wholesalers, and distributors deciding whether they need Zoho Inventory’s broader stock setup or a focused inventory and billing system for godowns, stock movement, staff, and GST records. Comparison framing: Zoho Inventory may fit businesses that need broader inventory records or connected Zoho products. Stock Register is worth testing for simple inventory and billing, Stock In, Stock Out, or Stock Adjustment without a customer invoice, location-wise stock and transfers, barcode lookup, store-scoped staff access, Approval Inbox, and Activity Timeline where supported. Check Zoho Books, CRM, API, multi-currency, and finance requirements separately. How to test: Use the 7-day trial with real items, two locations if relevant, one barcode, one staff account, one bill, stock-only entries, a transfer, and an approval review. Check quantities, entry creator, staff access, and activity history before changing live records. Qualification and limitations: This is a fit guide, not a permanent claim about Zoho Inventory’s current plans, pricing, features, or limits. Verify both products directly. Stock Register is not presented as a replacement for CRM, API-led integrations, multi-currency work, advanced accounting, payroll, TDS, or enterprise reporting when those are the main requirements. --- [vs-busy] Category: Stock Register vs BUSY Software Comparison URL: https://www.stockregister.in/vs/busy Markdown: https://www.stockregister.in/vs/busy.md Audience and intent: Indian shops, wholesalers, and distributors deciding whether BUSY’s formal accounting depth is the main need or whether they need an easy inventory layer for godowns, stock movement, staff, and daily billing. Comparison framing: BUSY may fit formal books, finance reports, and accountant-led work. Stock Register is worth testing for Stock In, Stock Out, or Stock Adjustment without a customer invoice, location-wise stock and transfers, barcode lookup, store-scoped staff access, Approval Inbox, and Activity Timeline where supported. How to test: Use the 7-day trial with real items, two locations if relevant, one barcode, one staff account, one bill, stock-only entries, a transfer, and an approval review. Reconcile one week of sales and purchases with the person who maintains the BUSY books. Qualification and limitations: This is a fit guide, not a permanent claim about BUSY’s current editions, pricing, features, or limits. Verify both products directly. Stock Register is not presented as a replacement for full accounting, payroll, TDS, multi-company books, or accountant-led financial reporting. --- [vs-mybillbook] Category: Stock Register vs MyBillBook Comparison URL: https://www.stockregister.in/vs/mybillbook Markdown: https://www.stockregister.in/vs/mybillbook.md Audience and intent: Indian shops, wholesalers, and distributors deciding whether MyBillBook’s billing and basic stock fit is enough or whether they need an easy inventory layer for godowns, item history, stock-only entries, staff access, and supported production records. Comparison framing: MyBillBook may fit a business that mainly needs straightforward GST billing and basic stock at one location. Stock Register keeps billing simple with GST or non-GST invoices, item selection or barcode lookup, payment details, and printing or sharing, while also connecting the bill to location-wise stock, item history, transfers, staff access, Approval Inbox, Activity Timeline, and supported BOM and production records. Stock In, Stock Out, or Stock Adjustment can be used without a customer invoice for supported stock events. How to test: Use the 7-day trial with real items, two locations if relevant, one barcode, one staff account, one bill, stock-only entries, a transfer, and an approval review. If the business makes goods, test one BOM and production entry and check the resulting quantities. Qualification and limitations: This is a fit guide, not a permanent claim about MyBillBook’s current plans or feature set. Verify current pricing, devices, exports, permissions, entry types, imports, and Stock Register plan limits directly with real data. Stock Register is not presented as a replacement for every accounting, advanced warehouse, route-planning, or specialist manufacturing system. --- [blog-hub] Canonical page: https://www.stockregister.in/blogs Markdown companion: https://www.stockregister.in/blogs.md Title: Stock & Inventory Management Guides Description: A practical resource hub for tracking inventory, managing stock across multiple godowns, controlling staff access, recording stock transfers, and connecting billing with inventory. Audience: Businesses managing stock across shops, branches, warehouses, godowns, staff, and production areas. Browse by task: - Track inventory: https://www.stockregister.in/features/stock-tracking - Manage multiple godowns: https://www.stockregister.in/features/multi-godown - Transfer stock: https://www.stockregister.in/features/stock-transfer - Manage staff access: https://www.stockregister.in/features/staff-roles - Connect billing and inventory: https://www.stockregister.in/billing-software [recent-operational-blog-guides] These practical guides address stock decisions for Indian wholesalers, distributors, FMCG stockists and multi-location merchants. - How to Track Stock When You Buy in Cartons and Sell in Pieces: https://www.stockregister.in/blogs/stock-unit-conversion-piece-carton Track purchases, sales, returns and physical counts when supplier packs and customer selling units are different, such as cartons and pieces. - Godown-Wise Stock Access: How to Give Staff the Right Inventory Permissions: https://www.stockregister.in/blogs/godown-wise-stock-access-staff Assign each person the shop or godown they handle, match their role to the job, test one real entry, and keep physical checks with the owner. - Damaged Stock and Wastage: How to Record a Stock Adjustment: https://www.stockregister.in/blogs/damaged-stock-wastage-inventory Count broken, leaked, spoiled, expired or otherwise unavailable goods, record only the affected quantity as Stock Out, write the reason and remark, and review repeated losses by item and location. - How to Record Sales Returns and Purchase Returns in Inventory: https://www.stockregister.in/blogs/sales-purchase-return-stock Check the original bill, goods, location and party balance, then record the correct customer or supplier return. - Stock Value Report: How to Check Inventory Value by Item and Godown: https://www.stockregister.in/blogs/stock-value-report-inventory Review money tied up in stock by item, category and godown before buying more or closing the month. - How to Track Expiry Dates in Inventory: https://www.stockregister.in/blogs/track-expiry-dates-inventory Check batch and expiry details before selling, moving or buying more stock. - How to Plan Inventory Purchases: https://www.stockregister.in/blogs/how-to-plan-inventory-purchases Decide what to buy, how much to buy and when by checking sales, usable stock, open orders, supplier lead time, supplier minimum, cash and expiry risk. - Warehouse vs Store Stock Mismatch: https://www.stockregister.in/blogs/warehouse-vs-store-stock-mismatch Check the same item, unit and location, review recorded movement/history, confirm access and verify the shelf before promising dispatch. - Book Stock and Physical Stock Reconciliation: https://www.stockregister.in/blogs/reconcile-book-stock-physical-stock Repeat the physical count, confirm the unit and location, trace recorded movement/history and record a stock adjustment only when the evidence supports a documented correction. - How to Manage Stock Across Multiple Godowns: https://www.stockregister.in/blogs/manage-stock-across-multiple-godowns Review location-wise recorded stock, check the source and destination before a transfer, and decide what can be dispatched or moved between godowns. - How to Manage Low Stock Across Godowns, Branches and Shops: https://www.stockregister.in/blogs/manage-low-stock-across-locations Identify which location is short, compare its working level with usable stock elsewhere, and choose a transfer, purchase or dispatch decision. - How to Enter Opening Stock Without Creating Wrong Inventory Numbers: https://www.stockregister.in/blogs/how-to-enter-opening-stock Count one real item at one real shop or godown, save the item name, unit, quantity, location and price, then check the saved balance before recording the first sale or purchase. - Billing and Inventory Management: Why a Bill Alone Doesn't Keep Stock Right: https://www.stockregister.in/blogs/why-billing-doesnt-keep-stock-accurate A billing entry records a transaction; inventory management must also record the item, unit, quantity, location, movement and physical count. The guide covers purchases, sales, returns, transfers and staff handoffs for retailers, wholesalers, distributors and growing multi-location businesses; manufacturing appears only as a raw-materials-to-production or finished-goods-to-storage handoff. [vyapar-alternative] Category: Vyapar Alternative URL: https://www.stockregister.in/vyapar-alternative Markdown: https://www.stockregister.in/vyapar-alternative.md Audience and intent: Indian retailers, wholesalers, distributors, and small businesses deciding whether basic billing and stock at one location is enough or whether they need deeper item, location, staff, barcode, and purchase control. Comparison framing: Vyapar may fit a business that mainly needs billing, GST documents, and a basic stock count. Stock Register is worth testing when the business needs shop and godown quantities, item movement history, transfers, barcode-assisted lookup, low-stock review, store-scoped staff access, purchase orders, or supported BOM and production records. Core capability: Stock Register connects saved sales and purchase entries with item quantities, stores or godowns, transfers, item history, barcode entries, low-stock checks, party balances, and supported staff permissions. It can prepare purchase orders before receipt and carry received details into a purchase invoice for review. How to test: Use the 7-day free trial with five real items, one customer, one supplier, and two locations if relevant. Test an opening quantity, purchase, sale, transfer, item ledger, barcode scan, low-stock minimum, staff assignment, and print. Add one BOM and production test if the business makes goods. Qualification and limitations: This is a buyer guide, not a permanent claim about Vyapar's current plans or feature set. Verify Vyapar's pricing, exports, devices, and features directly. Verify Stock Register's plan limits, imports, permissions, document formats, and supported steps with real data. Stock Register is not presented as a replacement for every accounting, advanced warehouse, route-planning, field-sales, identity, or specialist manufacturing system. --- [mybillbook-alternative] Category: MyBillBook Alternative URL: https://www.stockregister.in/mybillbook-alternative Markdown: https://www.stockregister.in/mybillbook-alternative.md Audience and intent: Indian retailers, wholesalers, distributors, and small businesses deciding whether a billing-first app is enough or whether billing should connect to item history, stores or godowns, barcode lookup, purchase work, and supported manufacturing records. Comparison framing: MyBillBook may fit a business that mainly needs GST billing and basic stock at one location. Stock Register is worth testing when the business needs location-wise stock, item movement history, transfers, barcode-assisted lookup, low-stock review, purchase orders, staff/store access, or supported BOM and production records. Core capability: Stock Register connects saved sales and purchase entries with item quantities, stores or godowns, party balances, item history, barcode entries, reports, and supported manufacturing records. It can record transfers, prepare purchase orders before receipt, and carry received details into a purchase invoice for review. How to test: Use the 7-day free trial with five real items, one customer, one supplier, and two locations if relevant. Test an opening quantity, purchase, sale, transfer, item ledger, barcode scan, low-stock review, print, and one BOM or production entry if the business makes goods. Compare the actual fields, time, device support, permissions, and stock result. Qualification and limitations: This is a buyer guide, not a permanent claim about another product's current plans or feature set. Verify MyBillBook's current pricing, exports, devices, and features directly. Verify Stock Register's plan limits, imports, permissions, document formats, and supported steps with real data. Stock Register is not presented as a replacement for every accounting, advanced warehouse, route-planning, field-sales, identity, or specialist manufacturing system. ---