NM-ERP

5.1 Clients

A Client is a company or person who buys stretch ceiling installations directly from you. Every dispatch must be linked to a client.

How clients, addresses, and individuals relate

One client can have many addresses (for different sites, billing, and their registered office) and many contact persons (the people you deal with at that company). When creating a dispatch, you choose which address to deliver to and which person to contact.

Client List

The table shows: Client Name, City, Primary Contact (a linked person's name), Phone, and Status (Active/Inactive).

To show inactive clients, tick the Show inactive checkbox above the table.

Adding a New Client

1. Click "+ New Client" (top right of the Clients page).
2. Fill in the Company Name (required). This is the official business name that will appear on dispatches.
3. Enter GSTIN (optional but recommended for GST compliance). Must be 15 characters.
4. Choose GST Treatment: Regular (most businesses), Composition, Unregistered, or Consumer (individuals/households).
5. Add any notes in the Notes field — this is visible to all staff.
6. Click Save. The client appears in the list immediately.

Opening a Client Record

Click any row in the client list to open the client's detail page.

The Overview tab has four cards:

• Basic Info — Company name, GSTIN, GST treatment, notes
• Contact Details — Phone numbers and email addresses; add or remove using the inline buttons
• Addresses — All physical addresses for this client
• Contact Persons — The people you communicate with at this company

Editing a Client

1. Open the client detail page.
2. Click the More ▼ button (top right of the page).
3. Click Edit. The edit modal opens, pre-filled with the current values.
4. Make changes and click Save.

Adding an Address

You can add multiple addresses to a client — for example, their registered office, billing address, and several delivery sites.

1. Open the client detail page and scroll to the Addresses card.
2. Click + Add Address.
3. Choose the Address Type:

   • Registered Office — Company's legal address
   • Billing — Where invoices should be sent
   • Delivery / Site — Where goods are to be dispatched
   • Other — Any other location
4. Enter an Address Label (optional) to distinguish multiple addresses of the same type — e.g. "Floor 3, Bandra" or "Goregaon Site".
5. Fill in Line 1, Line 2, City, Pincode, and State.
6. Click Save.

Adding a Contact Person

Contact persons are the individuals at the client company you speak with — site engineers, owners, architects. Each person can have their own phone number and email.

1. Open the client detail page and scroll to the Contact Persons card.
2. Click + Add Person.
3. Enter their name, designation, phone, and email.
4. Click Save.

Once added, the person also appears in the Individuals list (under Sales → Individuals) and can be selected as the contact person on dispatches.

Deactivating and Reactivating a Client

Deactivating a client hides them from dispatch autocomplete but does not delete their history. To deactivate:

1. Open the client detail page.
2. Click More ▼ → Deactivate.
3. Confirm when prompted.

To reactivate: go to the Clients list, tick Show inactive, open the record, and choose More ▼ → Reactivate.

5.2 Dealers

A Dealer is a reseller or partner company that purchases installations on behalf of their own clients. Dealers are always companies (not individuals).

Dealer-specific fields

Dealers can have multiple addresses and contact persons, the same as clients. See Section 5.1 for how to add them.

5.3 Vendors

A Vendor is a supplier — a company that provides materials to you (membranes, profiles, LED components, etc.). Vendors are always companies.

Vendors are also used as a dispatch source: when a vendor ships goods directly to your client (drop-shipment), you create a dispatch with Dispatch From → Vendor Direct and select the vendor. See Section 7.4.

Add vendor addresses so that they appear correctly on dispatch paperwork when goods are shipped directly from the vendor.

5.4 Individuals

An Individual is a person — an employee, architect, or homeowner — who may be linked to a parent company (client, dealer, or vendor) or may exist independently.

How individuals relate to companies

When you add a contact person to a client (from the client detail page, as described in Section 5.1), that person automatically appears in the Individuals list. You can view and edit them from either place.

Individuals do not have GSTIN or credit terms — those belong to the parent company. When creating a dispatch, selecting a contact person from the Individuals list fills in the "Contact Person" field on the dispatch form.

5.5 Duplicating a Record

You can create a copy of any client, dealer, vendor, individual, product, or installer using the Duplicate option. This saves time when adding a record that is similar to an existing one.

1. Open the detail page of the record you want to copy.
2. Click More ▼ → Duplicate.
3. A new record is created with the name followed by "(Copy)". The edit modal opens automatically so you can rename it and adjust the details.
4. Make your changes and click Save.

6.1 Categories and Types

Categories group related products together. Each category has an HSN/SAC code (used for GST) and a GST rate. Types belong to a category and define how products in that group are measured and how stock is tracked.

Product Classes

Every type has a product class that controls whether stock is tracked:

Adding a Category

1. Go to Inventory → Categories.
2. Click + Add Category.
3. Enter the category Name (e.g. "Membranes").
4. Enter the HSN/SAC Code (6 or 8 digits, from the GST rate schedule).
5. Enter the GST Rate (e.g. 18 for 18%). This is used on invoices.
6. Click Save.

Adding a Type to a Category

1. Click on a category in the left panel.
2. Click + Add Type (appears in the right panel header).
3. Enter the type name (e.g. "Matte Finish").
4. Choose the Unit: sq.ft, sq.m, rft, unit, or lot.
5. Choose the Product Class (see table above).
6. Click Save.

6.2 Products

A Product is the specific item that gets dispatched or stocked — a particular membrane SKU, a profile size, or a type of LED driver.

Adding a Product

1. Go to Inventory → Products and click + Add Product.
2. Enter the product Name and optionally an SKU (your stock-keeping code).
3. Select the Category, then the Type (the type determines the unit and product class).
4. Enter pricing: List Price (selling price) and Purchase Price (your cost). All prices are exclusive of GST.
5. Click Save.

Product Detail Page

Click on any product row to open the detail page. The Stock tab shows:

• Current Stock — units available right now
• Stock in Transit — units in active dispatches not yet delivered
• Reorder Level — minimum stock you want to maintain
• Adjustment History — every stock movement (dispatches, manual adjustments)

6.3 Brands

Brands let you tag products by manufacturer or brand name (e.g. "Barrisol", "Clipso"). Brands are optional — you can assign a brand when creating or editing a product.

Adding a Brand

1. Go to Inventory → Brands.
2. Click + Add Brand.
3. Enter the brand Name.
4. Click Save.

You can also create a brand inline while editing a product — click "Add Brand" in the brand dropdown on the product form.

6.4 Stock

The Stock page shows current stock levels for all products in one place. This is a read-only overview — to adjust stock, use the product detail page.

Stock page columns

Filtering

• Search — type a SKU or product name to filter instantly
• Class filter — show only Component, Consumable, etc.
• Zero stock filter — toggle "Hide zero stock" to focus on items that need attention, or "Show all" to see everything

6.5 Price Lists

Price Lists manage selling prices for products across three pricing tiers: Retail, Dealer, and Special. Each product can have different prices for each tier.

Price list columns

Click on a product row to open a side panel with the full pricing history and details for that product.

7.1 Dispatch List

List columns

Filtering the list

• Stage filter — select a specific stage (e.g. "In Transit") to see only those dispatches
• From / To date filter — filter by Ready Date range using the calendar date picker
• Search bar — search by dispatch number, client name, or project number
• Clear Filters button — resets all filters at once

Generate PDF

Click the Generate PDF button (top right of the list) to download a PDF report of the currently filtered dispatches. The PDF includes all visible columns and respects your active stage and date filters.

7.2 Dispatch Stages

Every dispatch moves through these stages in order:

Cancellation is possible from Ready or Dispatched stage only. Once a dispatch is In Transit, it cannot be cancelled.

What each stage means

What is required at each stage transition

7.3 Dispatch Purpose

Every dispatch has a purpose that determines what fields are shown on the form and how the dispatch number is formatted. There are four types:

The purpose selector appears as four clickable cards at the top of the create dispatch form. Project Dispatch is selected by default. Changing the purpose immediately shows or hides relevant form sections.

Key differences by purpose

• Job Works — shows a Vendor field instead of Client, plus Work Order Number and Processing Instructions fields
• Document Submission — hides the product Items section entirely
• Sampling and Job Works — show an Expected Return Date field
• Project Dispatch — requires a Project link (autocomplete selector)

7.4 Creating a Dispatch

Click + Create Dispatch from the Dispatches list page. The form has four sections.

Section 1 — Dispatch From (choose the origin)

Select one of three origins:

Also in this section, fill in the Document Type (Challan or Invoice) and the Document Number.

Section 2 — Client & Delivery

This section identifies who the goods are going to and where they are going.

1. Client / Company — start typing the client or dealer name. A dropdown of matching records appears. Click to select.
2. Billing Address — select from the client's saved addresses. The dropdown auto-populates after selecting the client.
3. Delivery Address — select the site or delivery address.
4. Contact Person (optional) — select the person at the client who should be contacted about this dispatch.
5. Urgency — Normal or Urgent. Urgent dispatches are highlighted.
6. Ready Date — the date the goods will be ready for pickup. Defaults to today.
7. Expected Delivery Date — auto-suggested as Ready Date + 3 days. You can change it.
8. Project Number / Name (optional) — link this dispatch to a project for tracking.

Section 3 — Items

1. Click + Add item.
2. In the Product column, start typing the product name. Select from the dropdown.
3. The Unit fills in automatically from the product's type.
4. Enter the Quantity.
5. Add Remarks if needed (e.g. "Cut to 3.2m lengths", "Special colour batch").
6. Repeat for each item. Click the ✕ button on a row to remove it.

Section 4 — Transport

After filling all sections, click Create Dispatch → at the bottom. The new dispatch opens in detail view at Ready stage.

7.5 Dispatch Detail Page

The detail page has six tabs:

7.6 Packages

Before a dispatch can be moved to Dispatched stage, all packages must be confirmed. Packages are the physical boxes or rolls that the goods are shipped in. Confirming packages allows you to print individual package labels (with dimensions, weight, and QR code).

Step 1 — Create packages

1. Open the dispatch detail page and click the Packages tab.
2. Enter the number of packages (e.g. 3 boxes).
3. Click Create Packages. Three empty package slots appear.

Step 2 — Assign items to packages

Each package has an Assign Items section. Move items from the dispatch into each package. You can split an item across multiple packages — for example, if a membrane roll is cut across two boxes.

1. Click on Package 1 (or whichever package you are filling).
2. Add items and enter the quantity going into that package.
3. Optionally fill in Weight (kg), Dimensions (length × width × height in cm), and Package Type (box, roll, envelope, etc.).
4. Repeat for each package until all items are assigned.

Step 3 — Confirm packages

1. Once all items are assigned to packages, click Confirm Packages.
2. The packages are locked. Each package row shows a Print Label button.
3. Click Print Label on each package to download and print the label PDF.

7.7 Updating Dispatch Status

Use the Update Status button to move a dispatch to its next stage. This button appears on the dispatch list (in the Actions column) and on the dispatch detail page header and History tab.

1. Click Update Status on the dispatch list row or detail page.
2. Choose the New Stage from the dropdown. Only valid next stages are shown — you cannot skip backwards.
3. Set the Status Date (defaults to today). Use the actual date the event happened.
4. Fill in the stage-specific field if shown:

   • In Transit: enter the LR / Docket Number from the transporter
   • Delivered: enter the Receiver's Name
   • Cancelled: enter the Cancellation Reason
5. Optionally add a Status Note (e.g. "Delay due to road closure; expected tomorrow").
6. Click Save Status.

Terminal stages

Once a dispatch reaches Delivered or Cancelled, it cannot be changed further. The "Update Status" button is replaced with a Print Dispatch History button, which generates a PDF summary of the entire dispatch history.

7.8 Editing a Dispatch

Dispatches can be edited only while in Ready stage and before packages have been confirmed. Once packages are confirmed or the dispatch has moved to a later stage, editing is not possible.

1. Open the dispatch detail page (must be in Ready stage, packages not yet confirmed).
2. Click the Edit button in the page header. A full-screen edit modal opens.
3. Make changes across the three sections: Delivery Information, Items, Transport.
4. Click Save. The page refreshes with the updated details.

7.9 Deleting a Dispatch

Dispatches that were created by mistake can be permanently deleted. Deletion is only available for dispatches in Ready or Cancelled stage.

1. Open the dispatch detail page. The red Delete Dispatch button appears in the action bar (only on Ready or Cancelled dispatches).
2. Click Delete Dispatch. A confirmation modal appears.
3. Type the exact dispatch number (e.g. "DISP-202526-003") into the confirmation field. The Confirm button only enables when the number matches exactly.
4. Click Confirm. The dispatch and all its packages, items, and history are permanently removed.

8.1 Project List

List columns

Filtering

• Search — type a project number or name
• Stage filter — filter by a specific project stage
• Assigned To — filter by the responsible staff member

Adding a Project

1. Go to Operations → Projects.
2. Click + Add Project.
3. Fill in the project name, client, budget, and other details.
4. Click Save. The project is created at "Enquiry" stage.

8.2 Project Detail

Click on any project row to open the detail page. The page has seven tabs:

To edit a project, click More ▼ → Edit from the detail page.

8.3 Project Payments

The Payments tab on the project detail page lets you track payments against milestones. Define a payment schedule with the project value, add milestones, and record payments as they come in.

Setting up a payment schedule

1. Open a project and click the Payments tab.
2. Click Set Up Payment Schedule.
3. Enter the Base Amount (project value before GST) and GST Percentage (defaults to 18%).
4. The Grand Total is calculated automatically. Click Save.

Adding milestones

1. Click + Add Milestone.
2. Enter a Name (e.g. "Advance", "After measurement", "Before dispatch").
3. Optionally enter an Invoice Number.
4. Choose Fixed Amount or Percentage of Total, then enter the amount.
5. Optionally set a Due Date.
6. Click Save.

Recording a payment

1. Click Record Payment.
2. Enter the Amount, Payment Date, and optionally a Reference Number (e.g. UTR/RTGS number).
3. Allocate the payment to one or more milestones. Click Auto-allocate to fill amounts automatically (earliest milestone first), or enter amounts manually.
4. Click Confirm Payment. The milestone balances update immediately.

Milestone status badges

9.1 Activity List

Go to Operations → Site Activities to see all recorded activities. The list shows:

• Date — when the activity took place
• Project — which project the activity belongs to
• Activity Types — what kind of work was done
• Installers — who was assigned
• Status — Completed or Cancelled

Filtering

• Search — type a project name or number
• Activity Type — filter by a specific type (e.g. Installation, Measurement)
• Date range — filter by From and To dates

9.2 Creating an Activity

1. Go to Operations → Site Activities.
2. Click + New Activity.
3. Select the Project from the dropdown.
4. Set the Activity Date.
5. Select one or more Activity Types.
6. Optionally add Installers, Dispatches, Expenses, and upload Photos.
7. Add any Notes about the work done.
8. Click Save.

11.1 Installer Skills

Installer Skills define the types of work your installation team can do (e.g. "Stretch Ceiling Installation", "LED Backlighting", "Profile Cutting"). Define skills first, then assign them to individual installers.

Adding a Skill

1. Go to Field → Installer Skills.
2. Click + Add Skill.
3. Enter the skill Name (e.g. "Stretch Ceiling Installation").
4. Click Save.

Skills can be deactivated (More ▼ → Deactivate) if no longer needed. Use the Show inactive checkbox to see deactivated skills.

11.2 Installers

An Installer is a person on your installation team. Each installer has a name, phone number, employment type, and one or more skills from the skills list.

List columns

Adding an Installer

1. Go to Field → Installers.
2. Click + Add Installer.
3. Enter the installer's Name and Phone number.
4. Select Employment Type: Full Time or Contract.
5. Choose one or more Skills from the dropdown.
6. Click Save.

Viewing installer details

Click on any installer row to open a side panel showing the Overview and Skills tabs. From the panel footer, you can Edit, Deactivate, or Duplicate the installer.

Filtering

• Search — type an installer name
• Filter tabs — All, Full Time, or Contract
• Show inactive — toggle to include deactivated installers

11.3 Installer Daily Log

The Installer Daily Log tracks where each installer is working on any given day. It shows a date-based grid of all installers with their daily entries (projects, categories, and notes).

How it works

• Use the date navigation (left/right arrows or date picker) to select a day.
• Each row shows an installer with their daily entries as coloured pills (one per project/category).
• A green dot means the installer has entries for that day; red dot means no entries yet.
• A gap badge shows how many installers are missing entries for the selected date.

Adding an entry

1. Go to Field → Installer Daily Log.
2. Select the date for the entry.
3. Click the + Add Entry button or click on an installer row.
4. Select the Installer, Category (e.g. Site Work, Travel), and optionally a Project.
5. Add any Notes and click Save.

Calendar view

Click on an installer name to open their individual calendar view, which shows a monthly calendar with all entries and a summary of completed, cancelled, and total days.

12.1 Installer Work Log

A detailed report of all activities completed by a specific installer within a date range.

1. Go to Reports → Installer Work Log.
2. Search and select an Installer.
3. Set the From and To dates.
4. Click Generate.
5. The report shows summary cards (Completed, Cancelled, Total) and a detailed table of activities.
6. Click Download PDF to save a copy.

12.2 Installer Monthly Summary

A monthly overview of all installers' work — showing how many days each installer worked, across which projects, and the total activities completed.

1. Go to Reports → Installer Summary.
2. The current month is loaded by default. Use navigation to change months.
3. The report shows a per-installer summary table with activity counts.

12.3 User Activity

An admin-only report that shows all system actions (creates, updates, status changes) grouped by user for a selected date. Use this to see who did what on any given day.

1. Go to Reports → User Activity.
2. Select a Date using the date picker.
3. Click Generate.
4. The report shows summary cards (Total Events, Active Users) followed by a section for each user with their actions listed.

13.1 Company

The Company page manages your business entities. If your business operates under multiple company names or GST registrations, each one is a separate entry here. The company switcher in the top bar pulls from this list.

Adding a Company

1. Go to Settings → Company.
2. Click + Add Company.
3. Fill in the Company Name and Company Code.
4. Click Save.

Company Detail Page

Click on a company row to open the detail page. It has seven editable cards:

Click the Edit button on any card to modify that section's fields.

13.2 Warehouses

Warehouses are storage locations the company dispatches goods from. Once added, they appear as options in the "Dispatch From → Warehouse" selector when creating a dispatch (see Section 7.4).

Warehouse List

Go to Settings → Warehouses to see all warehouses. The list shows the Name, Address, State, and whether each warehouse is Active.

Use the Show inactive toggle to include deactivated warehouses.

Adding a Warehouse

1. Go to Settings → Warehouses.
2. Click + Add Warehouse.
3. Enter the warehouse Name (required) — e.g. "Goregaon Warehouse" or "Vasai Store".
4. Fill in the address details: Address Line 1, Line 2, City, Pincode, and State.
5. Click Save. The warehouse is now available as a dispatch origin.

Using Warehouses in Dispatches

When creating or editing a dispatch, select Dispatch From → Warehouse. A dropdown appears listing all active warehouses. The warehouse name and address will appear on the packing list PDF.

13.3 Units of Measurement

Units of Measurement define how quantities are measured for products (e.g. Square Feet, Running Feet, Units, Kilograms). Some units come pre-loaded as system defaults; you can add custom units as needed.

Unit columns

Adding a Unit

1. Go to Settings → Units.
2. Click + Add Unit.
3. Enter the unit Name (e.g. "Kilograms") and Abbreviation (e.g. "kg").
4. Choose a Category: Area, Length, Count, or Other.
5. Set Decimal Places (default is 2).
6. Click Save.

13.4 Activity Types

Activity Types define the kinds of work that can be logged in Site Activities (e.g. "Ceiling Installation", "LED Backlighting", "Measurement", "Inspection").

Adding an Activity Type

1. Go to Settings → Activity Types.
2. Click + Add Activity Type.
3. Enter the Name (e.g. "Ceiling Installation") and an optional Description.
4. Click Save.

Activity types can be deactivated (three-dot menu → Deactivate) when no longer needed. Use the Show inactive checkbox to see deactivated types.

13.5 Expense Types

Expense Types define the categories of expenses that can be recorded on site activities (e.g. "Travel Allowance", "Material Purchase", "Food").

Adding an Expense Type

1. Go to Settings → Expense Types.
2. Click + Add Expense Type.
3. Enter the Name and an optional Description.
4. Click Save.

13.6 Log Categories

Installer Log Categories define how installer daily log entries are categorized (e.g. "Site Work", "Travel", "Material Pickup", "Off Day"). Each category has a project rule that controls whether a project must be linked to entries of that type.

Adding a Log Category

1. Go to Settings → Log Categories.
2. Click + Add Category.
3. Enter the Name and optional Description.
4. Select the Project Rule:

13.7 Users

The Users page is for administrators to manage who can access the system. Each user has a phone number (used for login), a name, and one or more roles.

User list columns

Adding a User

1. Go to Settings → Users.
2. Click + Add User.
3. Enter the user's Full Name and Phone Number (10 digits).
4. Set a Password (minimum 6 characters).
5. Select one or more Roles.
6. Assign the Companies the user should have access to.
7. Click Save.

Resetting a user's password

Click the three-dot menu (⋮) next to a user and select Reset Password. Enter the new password and click Save. The user will need to use the new password on their next login.