Other / General Business

When no trade preset fits. The business starts on the generic POS main page with sensible defaults, and you switch on what you need under Settings: stock, batches, multi-unit, counter sale or tax invoice, services, raw materials, warehouses, payroll and loans taken.

Set up before your first bill

The owner does these once, in this order: each step decides what the next one shows.

1. Fill in the business Tools > Settings > Business Info: name, address, GSTIN.
2. Choose what you keep Tools > Settings > Master: products, Service, Raw Material, Warehouse, Product Batch, Staff Attendance & Payroll, Loans. Leave off what you do not do.
3. Set the product fields Tools > Settings > Product: stock maintenance, barcode, multi-unit, tax and MRP.
4. Set batches if you track them Tools > Settings > Product Batch: batch number, expiry, serial / IMEI.
5. Set how you bill Tools > Settings > Transaction: counter sale, tax invoice or both, extra charges, cashier shifts, rounding.
6. Set the print Tools > Settings > Invoice Print: thermal roll or A4, and the template.
7. Add products, customers and suppliers from the Master menu.
8. Create a login for each person (see Who signs in), then bill one test sale and cancel it.

How the work flows

Whatever the trade, the day runs on the same few vouchers. Each step says who does it and what prints.

How the settings shape the app, on one page:

flowchart TD
    A[New business: Other] --> B[Settings > Master
which masters exist: products · services · raw materials · warehouse · payroll · loans]
    B --> C[Settings > Product
stock maintenance · barcode · multi-unit · tax · MRP]
    C --> D[Settings > Product Batch
batch / expiry / serial]
    D --> E[Settings > Transaction
counter sale vs tax invoice · shifts · charges · rounding]
    E --> F[Settings > Invoice Print
thermal or A4 · template]
    F --> H[Start billing]

Who signs in

Give every person their own login. There is no seat picker: you choose a role, then tick switches. A User is only offered the counter switches. Price changes and discounts, purchase, stock, staff and reports are offered to a Manager alone.

1. Open the users list Tools > Settings > Users, then add a user.
2. Set the login: User Name and Password (on a cloud business, the person's email address).
3. Pick the Role Type and link the person's Staff contact.
4. Tick the switches and save. The change reaches them at their next sign-in.

Typical logins:

With Loans on, a Finance card also appears on the user form. The full switch list is in Users, Roles & Permissions.

Where it is in the app

The POS main page with the full menu set: Dashboard, Master, Sales, Purchase, Vouchers, Reports, Tools. See Supermarket & Grocery for the menu layout.

Choosing between counter sale and tax invoice

Counter Sale is the fast anonymous bill; Tax Invoice carries the party, their GSTIN and address, and supports credit, delivery and returns as credit notes. Most shops keep both: counter for walk-ins, invoice for account customers. See Counter Sale and Sales.

Optional features and where they appear

Job cards, memberships, parking and field sales are not switches on this trade. Each comes with its own trade (Service & Repair, Gym, Vehicle Parking, Field Sales), so start a business of that trade if you need one.

The money trail

flowchart TD
    A[You sell something] --> B{Paid now or later?}
    B -->|now| C[Cash · UPI · card account]
    B -->|later| D[Customer balance]
    D --> E[Statement · reminder · Payment In]
    E --> C
    C --> F[What you hold today]
    G[You buy something] --> H{Paid now or later?}
    H -->|now| C
    H -->|later| I[Supplier balance] --> J[Payment Out] --> C
    F --> K[Day Book · Profit and Loss]
    K --> L[What the business actually made]

Reports

Everything in Reports is available; which groups show follows the settings above.