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

Vyapar Drishti is a business management platform that helps small businesses manage billing, inventory, customers, GST-related tasks, and business reports in one place.

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.

It helps solve common business problems such as billing mistakes, scattered records, poor inventory tracking, and inefficient manual processes.

It is built for shop owners, retailers, wholesalers, traders, and small business operators who want to manage daily business operations more efficiently.

Users can create invoices, track inventory, manage customers, monitor sales and purchases, generate reports, and view stock movement history.

Yes. You can track stock levels, monitor inventory movement, and manage products more efficiently.

Yes. The platform allows users to create and manage invoices while keeping billing records organized.

Yes. Users can generate reports to track sales, purchases, inventory, and overall business performance.

Authentication & User Management

To create an account, navigate to the home page and click the 'Get Started' button. Follow the registration process to set up your account.

To access your account, visit the home page and click the 'Login' button. Enter your credentials to sign in securely.

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.

Yes, users can reset their password through the password recovery option available on the login page.

Yes. After logging in, navigate to your profile page, open the personal section, and select the 'Change Password' option to update your password.

To log out, click your profile icon located in the bottom-left section of the dashboard and select the 'Logout' option.

Warehouse / Godown Management

Warehouse / Godown Management allows users to organize, manage, and monitor inventory across one or multiple storage locations efficiently.

Yes. Navigate to the Warehouse page and click the 'Create Godown' button. Fill in the required details to create and manage multiple godowns.

To add a new godown, go to the Warehouse page, select the 'Create Godown' option, and complete the required information.

Yes. On the Warehouse page, use the dropdown menu displaying the currently selected godown to switch between available godowns.

Yes. Users can create multiple godowns and manage inventory independently for each location.

Inventory Timeline

The Inventory Timeline helps users track stock movements, monitor inventory performance, analyze trends, and review inventory activity over time.

The Inventory Timeline displays stock movement history, inventory trends, product performance, and allows users to search and filter inventory records.

Yes. Navigate to the Inventory page and use the search bar to search for a product by name and review its stock movement history.

Yes. Users can filter inventory records by selecting a start date and end date to monitor inventory changes over a specific period.

Product Management

Product Management helps users manage product inventory, add new products, organize items, and monitor stock levels efficiently.

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.

Yes. Go to the Product page and open the Category section. Select the 'Add Category' option to create a new product category.

Yes. Go to the Product page and open the Group section. Select the 'Add Group' option to create a new product group.

Customer Directory

The Customers Directory allows users to manage customer records, view customer details, and perform actions such as adding, searching, and organizing customer information.

Users can manage creditor and debtor records, view customer details, search customer information, and apply filters for easier customer management.

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

The Accounts Directory allows users to manage account records, view account details, and organize account-related information from a single location.

Users can create and manage account records, view account details, and organize account information efficiently.

Yes. Navigate to the Accounts page and click the 'Create Account' button to add a new account by entering the required details.

Invoices

The Invoices Directory allows users to manage invoices, view invoice records, and organize billing information from one place.

Yes. Users can create new invoices for sales or purchases based on their business requirements.

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.

Yes. Go to the Invoice page, search for the invoice using available details, and select the invoice to view complete information.

Quotations

The Quotations Directory allows users to manage quotations, view quotation records, and organize all quotation-related information in one place.

Yes. Users can create new quotations from the Quotations section.

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

The Expenses Directory allows users to manage all expense records, track business spending, and view expense history in one centralized place.

Users can record, categorize, and track expenses, view expense details, filter records, and analyze business spending efficiently.

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

The Transactions Directory allows users to manage and track all financial transactions, including payments and receipts, in one centralized place.

Users can record, view, and manage transactions such as payments and receipts, and also search and filter transaction records for better tracking.

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.

Yes. Users can search transactions by name and apply filters to view specific transaction records.

Profile & Business Settings

Profile & Business Settings allows users to manage their personal profile details, update preferences, and manage business information from a single place.

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.

Yes. Go to the Profile page, click on 'Edit Profile', update your personal details, and save the changes.