Frequently Asked Questions
Everything you need to know about Vyapar Drishti
Find answers to common questions about billing, inventory, invoices, warehouse management, customers, transactions, authentication, and other features of Vyapar Drishti.
Table of Contents
General
Authentication
Warehouse / Godown
Inventory Timeline
Product Management
Customer Directory
Bank & Cash A/C
Invoices
Quotations
Expenses
Transactions
Profile & Settings
General
What is Vyapar Drishti?
Vyapar Drishti is a business management platform that helps small businesses manage billing, inventory, customers, GST-related tasks, and business reports in one place.
What is the purpose of Vyapar Drishti?
The platform is designed to simplify business operations by reducing manual work and bringing billing, inventory, customer management, sales, purchases, and reporting into a single system.
Why should businesses use Vyapar Drishti?
It helps solve common business problems such as billing mistakes, scattered records, poor inventory tracking, and inefficient manual processes.
Who is Vyapar Drishti designed for?
It is built for shop owners, retailers, wholesalers, traders, and small business operators who want to manage daily business operations more efficiently.
What features does Vyapar Drishti provide?
Users can create invoices, track inventory, manage customers, monitor sales and purchases, generate reports, and view stock movement history.
Can I manage inventory using Vyapar Drishti?
Yes. You can track stock levels, monitor inventory movement, and manage products more efficiently.
Can Vyapar Drishti help with billing and invoicing?
Yes. The platform allows users to create and manage invoices while keeping billing records organized.
Does Vyapar Drishti support business reporting?
Yes. Users can generate reports to track sales, purchases, inventory, and overall business performance.
Authentication & User Management
How do I create an account?
To create an account, navigate to the home page and click the 'Get Started' button. Follow the registration process to set up your account.
How do I log in to my account?
To access your account, visit the home page and click the 'Login' button. Enter your credentials to sign in securely.
What should I do if I forget my password?
If you forget your password, go to the login page and select the 'Reset Password' option located at the bottom of the page. Follow the instructions to recover access to your account.
Can I reset my password?
Yes, users can reset their password through the password recovery option available on the login page.
Can I change my password after logging in?
Yes. After logging in, navigate to your profile page, open the personal section, and select the 'Change Password' option to update your password.
How do I log out of my account?
To log out, click your profile icon located in the bottom-left section of the dashboard and select the 'Logout' option.
Warehouse / Godown Management
What is Warehouse / Godown Management?
Warehouse / Godown Management allows users to organize, manage, and monitor inventory across one or multiple storage locations efficiently.
Can I create multiple godowns?
Yes. Navigate to the Warehouse page and click the 'Create Godown' button. Fill in the required details to create and manage multiple godowns.
How do I add a new godown?
To add a new godown, go to the Warehouse page, select the 'Create Godown' option, and complete the required information.
Can I switch between godowns?
Yes. On the Warehouse page, use the dropdown menu displaying the currently selected godown to switch between available godowns.
Can I manage inventory separately for each godown?
Yes. Users can create multiple godowns and manage inventory independently for each location.
Inventory Timeline
What is the Inventory Timeline?
The Inventory Timeline helps users track stock movements, monitor inventory performance, analyze trends, and review inventory activity over time.
What information does the Inventory Timeline show?
The Inventory Timeline displays stock movement history, inventory trends, product performance, and allows users to search and filter inventory records.
Can I view stock movement history?
Yes. Navigate to the Inventory page and use the search bar to search for a product by name and review its stock movement history.
Can I track inventory changes over time?
Yes. Users can filter inventory records by selecting a start date and end date to monitor inventory changes over a specific period.
Product Management
What is Product Management?
Product Management helps users manage product inventory, add new products, organize items, and monitor stock levels efficiently.
Can I add new products?
Yes. Navigate to the Product page and click the 'Add Product' button located in the top-right section. Fill in the required product details to add a new product.
Can I create product categories?
Yes. Go to the Product page and open the Category section. Select the 'Add Category' option to create a new product category.
Can I create product groups?
Yes. Go to the Product page and open the Group section. Select the 'Add Group' option to create a new product group.
Customer Directory
What is the Customers Directory?
The Customers Directory allows users to manage customer records, view customer details, and perform actions such as adding, searching, and organizing customer information.
What information can I manage in the Customers Directory?
Users can manage creditor and debtor records, view customer details, search customer information, and apply filters for easier customer management.
Can I add a new customer?
Yes. Navigate to the Customer page and select the customer type based on your requirement, such as creditor or debtor. Then fill in the required details to add the customer.
Accounts
What is the Accounts Directory?
The Accounts Directory allows users to manage account records, view account details, and organize account-related information from a single location.
What information can I manage in the Accounts Directory?
Users can create and manage account records, view account details, and organize account information efficiently.
Can I add a new account?
Yes. Navigate to the Accounts page and click the 'Create Account' button to add a new account by entering the required details.
Invoices
What is the Invoices Directory?
The Invoices Directory allows users to manage invoices, view invoice records, and organize billing information from one place.
Can I create a new invoice?
Yes. Users can create new invoices for sales or purchases based on their business requirements.
How do I create an invoice?
Navigate to the Invoice page and select either the 'Add Sales' or 'Add Purchase' option depending on the type of invoice you want to create. Then fill in the required invoice details.
Can I view invoice details?
Yes. Go to the Invoice page, search for the invoice using available details, and select the invoice to view complete information.
Quotations
What is the Quotations Directory?
The Quotations Directory allows users to manage quotations, view quotation records, and organize all quotation-related information in one place.
Can I create a new quotation?
Yes. Users can create new quotations from the Quotations section.
How do I create a quotation?
Navigate to the Quotations page and click the 'Create Quotation' button located at the top-right corner. Then fill in the required quotation details.
Expenses
What is the Expenses Directory?
The Expenses Directory allows users to manage all expense records, track business spending, and view expense history in one centralized place.
What information can I manage in the Expenses Directory?
Users can record, categorize, and track expenses, view expense details, filter records, and analyze business spending efficiently.
Can I add a new expense?
Yes. Go to the Expenses page and click either 'Direct Expense' or 'Indirect Expense' at the top-right corner. Select the appropriate type based on the expense category, then enter the required details to create the expense entry.
Transactions
What is the Transactions Directory?
The Transactions Directory allows users to manage and track all financial transactions, including payments and receipts, in one centralized place.
What information can I manage in the Transactions Directory?
Users can record, view, and manage transactions such as payments and receipts, and also search and filter transaction records for better tracking.
Can I create a new transaction?
Yes. Go to the Transactions page and use the options available at the top-right corner to create either a payment or a receipt record.
Can I search and filter transactions?
Yes. Users can search transactions by name and apply filters to view specific transaction records.
Profile & Business Settings
What is Profile & Business Settings?
Profile & Business Settings allows users to manage their personal profile details, update preferences, and manage business information from a single place.
Can I create a business profile?
Yes. Go to the Profile page, open the Business section, and click on the 'Create Business' button. Fill in the required details and submit the form to create a business profile.
Can I edit my personal profile information?
Yes. Go to the Profile page, click on 'Edit Profile', update your personal details, and save the changes.