Staff Operations & User Manual | उपयोगकर्ता मार्गदर्शिका

Log in to Portal

Navigate to the app URL and sign in using your assigned staff credentials.

Review Low Stock Banner

Check if any foundational steel products, sheets, or locks are below minimum safety thresholds.

Inspect Active Deployments & Due Returns

Review which contractor challans have return dates scheduled for today or are overdue.

Check Order Token Receivables

Verify pending advance balances before releasing finished safes or almirahs to transport.

Access Products Screen

Click "Stock" in the sidebar, then click the "+ New Material" button at the top-right.

Enter Model & Size Specifications

Fill Product Name (e.g. "रॉयल डीलक्स 2-डोर अलमारी"), Size/Dimensions (e.g. "78H x 36W x 19D"), and Unit ("pcs").

Define Standard Rates & Replacement Value

Set standard daily/monthly hire rate or ex-factory valuation. Set Replacement Value for insurance/security ledger tracking.

Establish Safety Threshold

Input minimum available yard threshold (e.g. 5 pcs) to trigger automatic low-stock warnings on the dashboard.

Assign Visual Icon or Photo

Select a curated steel furniture vector icon or upload crisp high-resolution photography.

Create Workshop Job Card

Navigate to "Workshop / Jobs" and click "+ New Job Card". Select the customer, product model, steel sheet gauge (e.g. 18G/20G), lock mechanism, and target dispatch date.

Print Traveler Slip for Shop Floor

Click "🖨️ Print Traveler Slip" to print the physical traveler sheet and attach it to the workshop clipboard or trolley.

Stage 1: Sheet Shearing & Bending (कटिंग व मोड़ाई)

Artisan cuts Tata Prime CRCA sheets on hydraulic shear and bends stiffeners. When finished, advance stage.

Stage 2: Arc & MIG Welding (वेल्डिंग व फ्रेमिंग)

Weld inner lockers, outer body, hinges, and tie-angles.

Stage 3: 7-Tank Chemical Pretreatment (केमिकल धुलाई)

Degreasing, derusting, phosphating, and passivation to ensure 100% rust-proof bonding.

Stage 4: Powder Coating & 200°C Oven (पाउडर कोटिंग)

Electrostatic dry powder spray and baking in hot oven.

Stage 5: Lock, Mirror & Fitting (ताला व फिटिंग)

Mount 8-lever Godrej lock, dial wheel, internal jewelry safe, and dressing mirror.

Stage 6: QC Pass & Dispatch Ready (डिस्पैच रेडी)

Final quality inspection, serial number badge riveting, and protective bubble packing.

Update Mandi Benchmark Rate

Click "📈 Update Daily Mandi Rate" to set the prevailing Raipur steel market price (e.g. ₹68.50/kg).

Select Product Preset or Custom Dimensions

Choose a standard model (e.g. 78"x36"x19" Almirah) or enter custom Height, Width, and Depth in inches.

Configure Gauge & Hardware

Choose primary body gauge (14G, 16G, 18G, 20G, 22G, 24G), lock mechanism (Godrej Ultra, Keypad, Brass Wheel), and powder coating type.

Review Financial Breakdown

System computes net sheet weight (kg), raw metal cost, labor overheads, coating fee, and suggests minimum floor price vs recommended retail MRP (25% margin).

One-Click Job Card Creation

Click "⚡ Create Job Card from this Estimate" to immediately spawn an active workshop job without retyping measurements.

Enter Customer & Order Specs

Go to "Orders" and click "+ New Rental Dispatch / Order". Select or create the customer by mobile number and project site address.

Add Line Items & Quantities

Choose the product from the dropdown, enter quantity to dispatch, agreed hire/sale rate, and expected return or installation date.

Generate Delivery Challan

Submit to generate an official numbered Delivery Challan (e.g. DC-2026-0012). Yard available stock is immediately deducted in real time.

Collect Advance Token via UPI QR

Visit "Order Tokens". Click on the customer's order to reveal the dynamic UPI QR code pre-filled with the exact pending balance for instant phone scan.

Send WhatsApp Confirmation

Click the "💬 WhatsApp Reminder / Receipt" button to dispatch a pre-composed Hindi/English WhatsApp message directly to the customer.

Access Safe Registry

Navigate to "Safe Registry" in the sidebar (restricted to authorized personnel).

Record New Manufactured Safe / Tijori

Click "+ Register Safe / Almirah". Enter the unique stamped serial number (e.g. "PSK-2026-9041"), customer name, and model.

Log Key Code & Envelope Verification

Input confidential key code (e.g. "T-8840-X"), number of duplicate keys provided (default: 3), and sealed red wax envelope number.

Set Lifetime Warranty Period

Specify warranty duration (default: 10 Years). System automatically calculates warranty expiration date.

Print Official Warranty Certificate

Click "📜 Print Warranty Certificate" to print the ornate certificate complete with security watermark and QC pass hologram area.

Navigate to Yard Stock

Click "Stock" in the sidebar to view the Material Fleet Breakdown table.

Switch to Stock Adjustment Tab

Click the "⚡ Stock Quantity Adjustment (आवक-जावक)" tab, or click "[ ⚡ Adjust Stock ]" on any row in the table.

Select Movement Type

Choose "📥 New Yard Purchase / Production Batch (+ Stock)" for newly finished products, or "⚖️ Stock Count Audit Correction (+ / -)" for physical recounts.

Enter Quantity Delta

Type positive quantity (e.g. +20) to add units to yard stock, or negative (e.g. -2) to record scrap or write-offs.

Provide Audit Note & Submit

Input reference reason (e.g. "Batch #14 powder coating completed" or "Monthly physical count audit"). Click "Record Stock Adjustment".

Locate Delivery Challan

Go to "Orders" and find the active contract by challan number or customer name.

Open Return Inspection Form

Click "Record Inward Return" on the rental details page.

Enter Physical Inspection Counts

For each line item, input quantity received in Good Condition, Damaged Quantity (requiring welding/straightening), and Lost Quantity.

Automated Charge Computation

If yard damage rules are enabled, system automatically generates repair charges and full replacement value charges for lost equipment.

Print Return Voucher

Click "Print Return Voucher" to hand a signed copy to the returning transport driver.

Open Munshi Cockpit or Floating Widget

Click "मुंशी जी" in the sidebar for the full cockpit, or tap the floating Munshi avatar button on any screen.

Speak or Type Your Query

Examples: "JC-2026-0001 status kya hai", "Almirah costing 20G", "Ramesh token balance", or "Safe key code PSK-TEST-8801".

Interact with Dynamic Rich Cards

Munshi renders interactive visual cards for job status, steel costing breakdowns, safe details, and customer khata balances.

Execute 1-Tap Action Callbacks

Click in-chat buttons like "[ Advance to Next Stage 🚀 ]", "[ Create Job Card from Estimate ⚡ ]", or "[ Record ₹5,000 Token Payment 💰 ]" to take action instantly without navigating away.

Contractor Balances Tab

View total charges debited, cash/UPI payments received, and net balances due per contractor.

Equipment Fleet Valuation Tab

Inspect units in yard vs out on rent, individual replacement values, and grand total capital fleet asset valuation.

Active Deployments Tab

Check which customer sites currently hold factory equipment, issue dates, and expected returns.

Tally & Accounting Export Tab

Select date range and voucher type (Sales vs Receipts), then click "Download Tally XML Voucher" to import directly into Tally Prime.

Select Dataset Type (Left 25% Panel)

Choose between Materials & Opening Stock, Customers & Site Registries, or Active Running Rental Contracts.

Upload CSV File

Choose your .csv file following the column format guidelines shown on the sidebar card.

Preview & Validate Staged Rows

System parses every row. Valid rows are highlighted in green; syntax or missing data errors are highlighted in amber/red.

Inline Correction & Commit

Correct any faulty values directly in the preview table. Once all rows are valid, click "Commit to Live Database".

Business Profile

Set official enterprise trade name ("पुष्पक सेफ एण्ड स्टील इंडस्ट्रीज"), Raipur works address, GSTIN, bank IFSC/account, and UPI ID.

Rental Calculation Rules

Configure monthly calculation basis (calendar month vs 30-day fixed divisor) and weekend holiday chargeability.

Yard & Shop Policies

Set default advance deposit percentage, late return grace days, and auto-generated damage assessment fees.

Role Permissions

Enable or restrict staff capabilities (e.g. restrict staff from waiving charges or deleting master records).