Distribution ERP — Setup Guide

1. Shuru karne se pehle

Har software ek hi One Key account se milta hai: pehle account, phir demo, phir payment, aur payment ke baad software chalu ho jata hai. Ye kaam ek baar karna hota hai.

Account banao: onekeytechnology.com → upar Sign up free → naam, dukaan/company, mobile, email, city aur password bharo → Create account.
Email confirm karo: aapke email par "Confirm your email" mail aayega. Uska link dabao. Mail na dikhe to Spam folder bhi dekhein.
Login: onekeytechnology.com/customer/login par wahi email aur password daalo. Ye aapka One Key account hai: yahin aapke software, invoice, licence aur support sab milte hain.
Demo dekho: account me software ka naam chuno → Book free demo. Hamari team call ya WhatsApp par demo dikhayegi. Free trial nahi hai, sirf demo hai.
Payment: demo ke baad invoice aapke account me aata hai. UPI se pay karke "I have paid" dabao. Team payment check karegi.
Software chalu: payment pakka hote hi:
- Cloud apps (Billing & Inventory, Retail POS, Sales CRM, HR & Payroll, WhatsApp Automation, Distribution ERP, Manufacturing ERP, Multi-company ERP, Ice Factory): account me Your cloud apps → Open app aa jata hai, aur email bhi aata hai. Neeche One Key Cloud me login wala hissa dekhein.

Kaun sa software kaise chalta hai

Software	Kahan chalta hai	Install karna hai?	Internet chahiye?
Distribution ERP	Browser: office me PC, salesman ke phone par	Nahi	Haan

Cloud apps browser me chalte hain, kuch install nahi karna. Chrome ya Edge sabse achha chalta hai.

Malik (Owner) ke liye do raaste

One Key account (onekeytechnology.com/customer/login) → Your cloud apps → Open app →.
Ya seedha onekeytechnology.com/cloud/login par wahi email aur password.

Ek hi workspace me aapke saare cloud apps hote hain, aur items, grahak aur reports sab apps me ek hi rehte hain.

Staff ke login

Malik: left menu Team → Add a person → naam, email aur role chuno → Add person.
Screen par us vyakti ka password ek hi baar dikhega. Use bata do; wo baad me Settings me badal sakta hai.
Staff onekeytechnology.com/cloud/login par apne email aur password se login karega.

Role	Kya kar sakta hai
Owner	Sab kuch, team aur settings bhi
Manager	Sab kuch, team aur settings chhod kar (HR me salary nahi dikhti)
Cashier	Bill banana aur payment lena
Accountant	Purchase, payment, reports (aur HR me salary)
Field salesman	Sirf apni beat: order, no-order aur collection (phone se)

Kisi ko hatana ho to Team me uska status Disabled karke Save karo; wo turant bahar ho jata hai. Password bhool gaya ho to New password dabao.

3. Pehle din ka kaam: settings, items aur bill

Ye 5 kaam kar liye to GST bill banana shuru ho jata hai.

Settings: business ka naam, GSTIN, state, address, phone aur bill number ka prefix (jaise INV) bharo → Save. Yahi sab bill par chhapta hai. GSTIN nahi hai to khaali chhodo; bill "Bill of supply" banega.
Items daalo: Items & stock → + Add item → naam, code/barcode, HSN, unit, GST %, sale rate, purchase rate, opening stock. Service ke liye unit Service chuno (stock nahi ghatega).
- Bahut items hon to Import from Excel: sample file download karo, bharo, CSV me save karke upload karo.
Grahak aur supplier: Customers & suppliers → + Add. GSTIN daalne par state apne aap aa jata hai.
Pehla bill: upar + New sale → grahak chuno → item ka naam ya code likh kar Enter → quantity aur rate → "Received now" me jitna paisa mila → Save bill. Bill page par Print / PDF aur WhatsApp button hain.
Purchase: Purchases → + New purchase → supplier, supplier ka bill number, items → Save. Stock badh jata hai.

Roz ke kaam

Baad me paisa aaye to bill kholo → Record payment.
Dashboard par aaj ki bikri, lena aur dena, aur kam stock wale items dikhte hain.
Reports: sales register, purchase register, GST summary, outstanding, stock. Har report Download Excel (CSV) se CA ko bhej sakte ho.
Galat bill (jisme payment na hua ho) ko Owner/Manager Cancel kar sakta hai; stock wapas aa jata hai.

4. Distribution ERP (beat, salesman order, scheme, collection)

Distributor aur wholesaler ke liye: salesman phone se order le, office ek click me GST bill banaye, market ka paisa hisaab se aaye.

Pehle din (Owner / office)

Team → Add a person → har salesman ko role Field salesman do. Uska login uske phone me khulega.
Beats & outlets → New beat → beat ka naam (jaise "Aminabad"), kis din jaana hai, aur salesman chuno → Make beat.
Beat kholo → Add customers to this beat se dukaanein jodo. Har dukaan ka visiting order (#), credit limit aur credit days bharo → Save outlets.
Schemes → New scheme: jaise "Buy 10 get 1 free" (doosra item free bhi de sakte ho), ya "5 se zyada par 5% off". Shuru aur khatam hone ki date do.

Salesman ka roz ka kaam (phone)

Login karte hi My beat khulta hai: aaj ki beat ki dukaanein, kisko kitna dena baaki hai, aur kahan order ho gaya.
Dukaan kholo → Take order → item search karo, quantity likho → Place order. Scheme apne aap lagti hai aur andaazan total neeche dikhta hai.
Dukaan ka baaki ya credit limit cross ho to peeli warning aati hai. Order phir bhi jaata hai, office check karta hai.
Order nahi mila to No order today me karan chuno (shop closed, stock hai…).
Paisa mila to Collect payment → amount, Cash/UPI/Cheque → Save. Ye paisa office me jama karna hai.
Nayi dukaan mile to + New outlet on this beat.

Office ka roz ka kaam

Salesman orders → ticked orders ke liye Make invoices for ticked orders. Stock check hota hai, free items bill par ₹0 me jaate hain, aur stock kam ho jaata hai. Credit warning wale orders pehle se tick nahi hote; dekh kar khud tick karo.
Order khol kar quantity badal sakte ho ya order cancel kar sakte ho (karan likh kar).
Loading sheet → date aur beat chuno → gaadi me kya load karna hai (free quantity alag dikhti hai), aur bills ki list → Print.
Market collections → salesman ne jo paisa liya, wo haath me aaye to Received dabao. Paisa dukaan ke sabse purane bill par apne aap lag jaata hai. Na mile to Reject aur karan likho.
Distribution reports → salesman ke visits, orders, productive calls %, collection; beat-wise baaki paisa (0–30, 31–60, 61–90, 90+ din); dukaanon ne order kyun nahi diya.

Kaun kya dekh sakta hai: Owner aur Manager sab. Accountant sirf market collections. Field salesman sirf apni beat ki dukaanein aur apne order; bill, rate badalna ya doosre salesman ka kaam nahi.

5. Plan, renewal aur support

Har app ke upar aur One Key account me Paid until date dikhti hai. Date paas aane par account me "Renewal due" dikhega; wahin se payment karo ya humse sampark karo.
Date nikalne ke baad 7 din grace: sab normal chalta hai, bas upar yaad dilane wala message aata hai.
Uske baad workspace read-only: naye bill nahi bante, par purane bills, reports aur Excel download khule rehte hain.
Aapka data kabhi delete nahi hota. Renew karte hi sab wahin se chalu.

Madad chahiye?

WhatsApp / phone: +91 90766 11923
One Key account → Support → Create Support Ticket (screenshot lagao to jaldi hal hota hai).

6. Aksar pooche jaane wale sawaal

Dikkat	Kya karein
Confirmation ya koi email nahi aaya	Spam / Promotions folder dekho. Mil jaaye to "Not spam" karo.
Owner password bhool gaye	`onekeytechnology.com/customer/forgot` par email daalo, link aayega.
Staff password bhool gaya	Owner: Team → us vyakti par New password.
Bill par "Bill of supply" aa raha hai, Tax invoice nahi	Settings me apna GSTIN daalo.
Har baar print dialog khulta hai	Dialog me thermal printer chuno aur margins "None" rakho.
Salesman ko apni beat nahi dikh rahi	Beats & outlets me beat kholo; Salesman me uska naam chuna hai? Aaj ka din beat ke days me hai? (Doosri beat upar se chun sakta hai.)
Order se bill nahi bana: "Not enough stock"	Purchase karke stock badhao, ya order kholo aur quantity kam karo, phir dobara invoice.
Galat bill ban gaya	Owner/Manager: bill kholo → Cancel (Billing) ya Void (Retail POS).

In sab ke baad bhi dikkat ho to +91 90766 11923 par WhatsApp karo.