VTL — Manager

Orders — last 14 days

By status

Top parts (excl. cancelled)

Top customers

All

Today

7 days

This month

Order	Customer	Address	Placed by	Items	Value	FOC / Extra	Invoice	Sales Order	Status	Tally	Last update

Overview

Reorder plan

ABC

Dead & excess

Sales by month — VTL parts, from Tally

Needs ordering now — out, critical or below reorder point

Part		Stock	Daily	Cover	Suggest

Lost demand — dealers viewing parts you can't supply

Part	Views 30d	Dealers	Stock

Fast movers

Part		Sold	Orders	Stock	Cover

Backorders waiting

Order	Customer	Part	Qty	Stock

Tally reconciliation — what is linked between Tally and the app catalogue

By Tally stock group

Tally group	Items	Tally value	In app	Not linked

Tally items with stock that are not linked to any app part (biggest first)

App part	Tally item	Qty	Value	Link to part #

App parts not yet linked — suggested Tally items (click a name to link; nothing is linked until you click)

App part	App group	Suggested Tally item(s)

App parts with no similar Tally item

App part	Description	App group	Link to Tally item

Reorder plan

Part	Group	ABC	Stock	Daily demand	Days cover	Reorder pt	Suggest qty	Order value (cost)	Health

What the columns mean (same names in the purchase-plan CSV):
daily_demand — average units sold per day in the demand window (Tally invoices + app orders).
days_cover — how many days current stock lasts = stock ÷ daily demand. 0 = already out.
reorder_point — stock level at which to reorder = daily demand × (lead days + safety days).
suggest_qty — units to buy now = (daily demand × cover days) − stock, or at least 2 × reorder level.
unit_cost — cost per unit (Tally valuation rate; dealer price if no cost is known).
suggest_value_at_cost — suggest_qty × unit_cost. dealer_price — our selling price, for reference.
health — out = zero stock · critical = runs out within lead days · low = at/below reorder point. Lead / safety / cover days are set on the Targets tab.

Stock by category

Category	Parts	Units	Stock value (cost)	Share of stock value	Parts out	Parts low	Dead/excess value	Units sold (window)	Sales value (12m / since start)

How to read: Stock value is at cost (Tally valuation). Share = value-wise (this category\'s stock value ÷ total stock value). Units sold = quantity in the demand window set under Targets. Sales value 12m = ₹ sold in the last 12 months. Dead/excess = money sitting in stock that isn't moving.

Loyalty points — earned when an app order is marked delivered

Enabled Points per ₹100 Min order value ₹ ₹ value per point (for display) On returns Adjust / redeem: customer id points (− to redeem)

Balances

Customer	Points	Orders earned	Last

Recent activity

When	Customer	Note	Points

Returns — points to take back

Credit note	Customer	Returned value	Balance now	Points to take back

How returns work: every Credit Note in Tally for a customer who has app points is checked. If it names the Tally invoice of an app order (in its Reference or Narration), the points are taken back automatically — at the same rate they were earned, on the returned value before GST, and never more than that order earned. Other returns are listed here for you to approve (or taken back automatically if you choose that above). If a credit note is deleted in Tally later, the points are given back by themselves.

New promotion

Photos are cropped to a 3:2 banner automatically. Promotions show on the dealer home screen and apply at checkout.

Promotion	Type	Applies to	Min qty	Valid	Status

Export CSV

Name	Phone	Password	Contact	City / State	Rep	Orders	Last order	Updated by	Last updated	Status

Customer-wise discounts

Priced exactly like the Tally bill. For parties marked from Tally, list prices, discounts (stock group % on Price 1/2/3, item % or fixed price) and cash discount are copied from Tally by the price sync below - change them in Tally, not here. Parties Tally has no discount list for keep the app's own % and Rules. Changes show live in the customer's app.

Export CSV

Bulk set filtered results:

Customer	City / State	Group	Discount %	Cash disc. %	₹100 list → net (before GST)	Rules	Updated

Overview

Sales Orders

Invoices

Cancelled & Returns

Connection

Sales by month (from Tally)

Top customers (90 days)

Customer	Invoices	Value

From To

Date	Invoice	Type	Party	Lines	Value	Invoice total	App order	Returns

Sales invoices in Tally (last 90 days unless you pick dates). Click a row to see its items. "App order" = the VTL app order billed on this invoice. "Returns" = credit notes that mention this invoice number.

Tally connection

Confirmed app orders go into Tally as Sales Order vouchers (orders already saved as Sales Order VTL stay in that type): party + items only, like the accountant's own sales orders. Only these voucher types can ever be sent; party, items and units must already exist in Tally, or the order waits as needs mapping.
Dry run builds and checks every order but sends nothing. Switch to Live only after the accountant has compared a few previews.

Push log

Order	Customer	Total	Status	Tally	Detail

FR scorecard

Party outstanding

Credit & debit notes

Targets

Follow-ups

Balance confirmation

Auto reminders

Setup & coverage

Month

Field reps —

Rep	Customers	Bought	Invoices	Sales	Returns	Net	Prev month	Target	Achieved	Projected	App orders	Outstanding	>60 days	Collected

How to read: Sales/Returns/Net come from Tally invoice lines (net of GST) matched to the app's customer → rep. Target is the sum of the rep's product-group monthly targets (Targets tab). Outstanding is the live Sundry Debtor balance from Tally. Click a rep for product groups, customers and notes.

Party (Tally)	Rep	Outstanding	0–30	30–60	60–90	>90	On account	Last invoice	Last receipt	Inv 90d

Click a party for its full bill-wise report (every pending bill, receipts, notes, 12-month history) and the PDF statement. Negative outstanding = advance / credit balance.

Credit notes vs sales, by month

Most returns (180 days)

Party	Rep	Notes	Value

All

Credit notes (returns)

Debit notes

Date	Voucher	Type	Party	Rep	Lines	Value	Narration

Monthly targets by rep × product group — click a number to edit

Targets come from the FR target workbook (db\load-targets.sql) and can be edited here. Values are ₹ per month, net of GST. Product groups are the workbook's groups; how sales map into them is on the Setup tab.

Tally parties not linked to an app customer

These sales and balances show under "Unassigned". Fix by setting the customer's Tally name on the Customers tab (or type a customer id here).

Party	Balance	Link to customer #

App customers without a rep

Their sales don't count for any rep. Pick a rep to assign.

Customer	Tally name	Rep

Product-group rules — first match wins (lowest priority number)

Each Tally sales line is matched against the part's category, then the Tally stock group, then the item name (case-insensitive regex). No match → OTHERS.

Priority	Product group	Pattern (regex)	Note

Sales by product group (12 months)

Product group	Net sales	Lines

Biggest Tally groups still in OTHERS

Tally stock group	Net 12m	Lines

Balance sign

Flip sign of plain-number balances (tick if debtors show as negative)

Create a user

Username (login) Full name Password Role Screens this user can open

The built-in admin login (from .env) is always the owner.

Signed-in phones and computers

…

Use this if a phone is lost or a login may have leaked. They log in again with their code; your own login stays.

Users

User	Password	Role	Screens	Last login	Status

Add field rep

Code	Name	Phone	Access code	Orders	Status

Party ↔ rep mapping

Each party has one main rep (gets the sales and target credit) and can have extra reps who can also see it, order for it and send reminders. Nothing changes until you press Save, every change is logged, and a whole save can be undone.

show inactive

	Party	Tally group	Main rep	Extra reps	Tally balance	Last change

7 days

30 days

90 days

Everyone

Dealers themselves

Reps for dealers

What dealers look at, search for, and how long they spend. Rep visits (rep mode) are shown separately.

Most viewed parts

Part	Views	Dealers	Avg time	Carted	Ordered

Viewed but never ordered — follow-up opportunities

Part	MRP	Views	Dealers

Searches with no results — catalogue gaps

Search	Times	Last

Time on each screen

Categories opened

Dealer activity — click a dealer for detail

Dealer	Opened by	Last seen	Sessions	Minutes	Parts viewed	Searches	Carts	Orders

Rep activity — reps using the app for their dealers (rep mode)

Rep	Last seen	Sessions	Dealers opened	Minutes	Parts viewed	Searches	Carts	Orders placed

Customer insights

Dealer	Tier	Buying power	Buys mostly	Buying status	Sales 12 mo	vs last yr	Last 3 mo	Bills / yr	Buys every	Last bill	Items	Avg bill	Returns	Balance	> 60 days	App

Enquiries

Catalogues

Contact & content

Visitor insights

Open website ↗

Leads from the website's enquiry form and "Enquire" buttons. Call them back within a working day.

When	Name	Phone	Company / city	Wants	Message	Status

Upload a catalogue (PDF)

Title Subtitle PDF file (up to 400 MB) Replace existing

Tip: also add a cover image per catalogue — it shows as the book cover on the website.

Catalogues on the website

Cover	Title	Size	Downloads	Uploaded	Shown

7 days

30 days

90 days

Anonymous visitors on the public website.

Most viewed parts

Part	Views	Avg time

Buttons clicked

Families opened

Searches

Search	Times	Avg results

Orders, stock,dealers, insights —one console.

Sign in

Orders — last 14 days

By status

Top parts (excl. cancelled)

Top customers

Sales by month — VTL parts, from Tally

Needs ordering now — out, critical or below reorder point

Lost demand — dealers viewing parts you can't supply

Fast movers

Backorders waiting

Tally reconciliation — what is linked between Tally and the app catalogue

By Tally stock group

Tally items with stock that are not linked to any app part (biggest first)

App parts not yet linked — suggested Tally items (click a name to link; nothing is linked until you click)

Reorder plan

ABC classes

Class A parts — protect these

Dead & excess stock — money tied up; consider a promotion

Stock by category

Sales targets by product group — all reps, from the FR target sheet

Recent stock movements

Loyalty points — earned when an app order is marked delivered

Balances

Recent activity

Returns — points to take back

Customer-wise discounts

Sales by month (from Tally)

Top customers (90 days)

Tally connection

Push log

Field reps —

Credit notes vs sales, by month

Most returns (180 days)

Monthly targets by rep × product group — click a number to edit

Tally parties not linked to an app customer

App customers without a rep

Product-group rules — first match wins (lowest priority number)

Sales by product group (12 months)

Biggest Tally groups still in OTHERS

Balance sign

Create a user

Signed-in phones and computers

Users

Party ↔ rep mapping

Most viewed parts

Viewed but never ordered — follow-up opportunities

Top searches

Searches with no results — catalogue gaps

Time on each screen

Categories opened

Dealer activity — click a dealer for detail

Rep activity — reps using the app for their dealers (rep mode)

Customer insights

Upload a catalogue (PDF)

Catalogues on the website

Contact details & content — shown on the public website

Most viewed parts

Buttons clicked

Families opened

Searches

Orders, stock,
dealers, insights —
one console.