Spare parts wholesaler
Jalna, Maharashtra
Send the bill on WhatsApp, check the prepared purchase entry and confirm it in the accounts.
Step details
Send the bill photo
Use a readable photo of the full bill.
Match the supplier and items
Find the supplier and the right product records.
Check quantities, tax and total
Highlight unclear lines for staff to correct.
Confirm the purchase entry
Save only after the entry has been checked.
Enter a ten-line supplier bill
Estimated staff time
Before
Type the ten bill lines and check the total.
With the system
Check the draft prepared from the bill photo.
Read voice notes or messages, check products and rates, then prepare the sale in the business’s invoice format.
Step details
Read the order
Use the message or voice note.
Find the products and prices
Match items, quantities and customer-specific rates.
Check the prepared sale
Staff check the draft before it enters the accounts.
Save and prepare the bill
Keep the salesperson with the sale for monthly reports.
Invoice Layout
Prepare bills with the chosen columns, tax details and payment code.
Sales by Employee
Record the salesperson on each sale and prepare monthly employee totals.
Enter a customer order
Estimated staff time
Before
Read the message and type the order.
With the system
Check the prepared draft and confirm it.
Calculate costs and proposed prices from purchase figures, transport and the owner’s chosen margin.
Step details
Read the purchase cost
Reuse the product’s latest purchase figures.
Add tax and transport
Include the remaining costs used by the business.
Calculate the chosen margin
Show the old and proposed prices together.
Approve the price change
The owner chooses what changes and its effective date.
Prepare due reminders, record confirmed receipts and share customer statements from the same account records.
Step details
Check the customer balance
Read purchases, payments and due amounts from the books.
Match confirmed payments
Ask the owner about uncertain payment matches.
Prepare the statement or reminder
Use the requested period or current due amount.
Review and share
Check recent payments before a reminder goes out.
Payment Receipts
Match confirmed payments to the right customer and record the receipt.
Customer Statements
Prepare a customer statement from the accounts and share it on WhatsApp.
Prepare a customer statement
Estimated staff time
Before
Find the customer and prepare the statement.
With the system
Ask on WhatsApp and check the statement.
Compare staff counts with the product records and show the items that need checking.
Step details
Record the physical count
Save what staff actually counted.
Match each product and unit
Use the correct item and quantity unit.
Compare with the books
Show both quantities without hiding differences.
Review any adjustment
The owner checks a mismatch before changing stock.
Match bank entries, gather accountant documents and bring monthly business figures to WhatsApp.
Step details
Collect the statement and books
Use the same dates for the bank and account records.
Match the entries
Compare amounts, dates and transaction references.
Check the differences
The owner reviews unclear or unmatched entries.
Prepare the monthly records
The accountant checks and files the monthly tax records.
Documents for the Accountant
Collect important attachments and the documents the accountant needs.
Monthly GST Records
Collect the month’s sales, purchase and tax records for the accountant.
Monthly Business Figures
Get purchases, sales, receipts and payment totals for a chosen period.
Attendance and Salaries
Prepare salaries from attendance, leave and advances for the owner to review.
Work samples
Checking a supplier bill
Orders, bill photos, account questions and approvals.
Accounting software
Customer accounts, sales, purchases, stock and payments.
Check the draft and save it
Messages and bill photos become drafts for staff to approve and save.
Show Jeet how you handle that work today. Start with one real example and the part that takes the most effort.