Reports, GST & Settings – Back Office Masterclass
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0:00 Introduction
Namaste. Is video mein hum The Ray ka back office dekhenge: reports, G S T aur settings. Ye public demo dummy data par based hai. Transaction ke baad management ko numbers chahiye, aur mahine ke end mein C A ko tax ka data. Ye module wahi visibility deta hai. Hum grocery demo par dekhenge, par ye sab har business type mein hota hai.
0:23 Reports hub
Reports ka hub. Teen hisson mein. Daily tools mein daily summary, insights, profit, udhaar aging, win them back, staff performance, vendor price comparison, C A export pack aur export data. Sales mein saari bills ki list. Aur G S T filing mein GSTR 1, GSTR 3B aur purchase register, jo har plan par hamesha free hain. Kyun? Kyunki tax ka data kabhi paywall ke peeche nahi hona chahiye.
0:49 Daily summary
Daily summary. Din ke end mein cash drawer milane ke liye. Upar Expected cash in drawer, yaani cash sales plus cash udhaar wapas aaya minus vendors ko diya. Neeche Money in aur Money out payment method ke hisaab se: cash, card, U P I, online. Kyun? Kyunki shaam ko ginti ke saath ye number match hona chahiye, warna kahin chori ya galti hai.
1:14 Staff-wise daily breakdown
Aur Staff wise breakdown. Kis staff ne kitne bill banaye aur kitna paisa andar aur bahar gaya. Dhyan rahe ki ye har payment method ka jod hai aur ye batata hai ki kisne process kiya, na ki paisa abhi kiske paas hai. Kyun? Kyunki kai staff ho to jimmedari tay karna zaroori hai.
1:34 Sales report
Sales report. Upar Today, Last 7 days, Last 30 days ya apni tareekh chuno. Kul bikri, bills ki ginti, aur har bill ki list. Kisi bill par tap karo to poora invoice khulta hai. Kyun? Kyunki mahine ka sales number sabse pehla sawal hota hai jab koi poochta hai dukaan kaisi chal rahi hai.
1:56 Profit report
Profit report. Sales minus stock cost, yaani asli munafa. Upar sales, stock cost, aur profit ke saath margin percent. Neeche sabse zyada munafa dene wale items. Jinke purchase entry nahi hai unhe ek note mein bata diya jata hai. Kyun? Kyunki sales bade dikhne se munafa nahi hota, munafa margin se hota hai.
2:19 GSTR-1
GSTR 1. Mahina aur saal chuno. Table 4 mein B2B invoices, yaani jin customers ke paas G S T I N hai. Table 5 aur 7 mein B2C, table 12 mein HSN summary aur documents issued. Har table ke saath Export C S V ka button. Kyun? Kyunki C A ko data ek click mein file ki tarah chahiye. Dhyan rahe, ye app return file nahi karta, sirf GST portal jaise format mein data tayyar karta hai.
2:52 GSTR-3B
GSTR 3B. Mahine ka summary. Point teen ek mein outward supplies ka taxable value aur tax. Point chaar mein input tax credit jo purchases se mila. Aur neeche Net tax payable, yaani estimate ki kitna cash mein bharna hai. Upar ek note ki exact figure C A se verify karo. Kyun? Kyunki GST ke rules mein credit ka adjustment ek khaas order mein hota hai.
3:20 Purchase register
Purchase register. Vendor ke naam, unka invoice, tareekh, taxable value, tax aur kya ye input credit ke laayak hai. Upar ITC ka total CGST, SGST aur IGST mein. Kyun? Kyunki jo input credit chhoot jaye wo seedha paisa ka nuksan hai.
3:39 Profit leak
Profit Leak. Paisa phansne ki jagah ek screen par: bina bika stock, purana udhaar aur kharid se sasta bikne wale items. Upar at risk total. Har hisse mein Dekhein dabao to poori list milti hai. Kyun? Kyunki jo nuksan dikhta nahi wo chalta rehta hai.
3:57 Export data: Excel and PDF
Export data. Kya export karna hai: Sales, Petty cash, Online orders, naye customers ya naye vendors. Kitni tareekh ka: aaj, is hafte, is mahine, ya is quarter ka. Aur do format: Excel yaani C S V, aur P D F. Kyun? Kyunki kabhi apne C A ko Excel chahiye, kabhi bank ke liye P D F, aur dono ek jagah se.
4:23 CA export pack
C A export pack. Poore saal ki sales aur purchases, do Excel ready files, jo aap seedha apne accountant ko forward kar sakte ho. This financial year ya last financial year, ya apni tareekh. Kyun? Kyunki saal ke end mein accountant ko books milane ke liye yahi do files chahiye hoti hain.
4:45 Petty cash
Petty cash. Chhote roz ke kharche jaise chai, courier ya bijli ka bill. Plus Expense dabate hain, kya kharcha hai, kitna, category aur payment method. Chai staff ke liye, ek sau bees rupaye, cash. Kyun? Kyunki chhote kharche bhoolne se munafa ka hisaab galat ho jata hai, aur owner ka apna kharcha alag rakhna bhi zaroori hai.
5:05 Void a bill with a reason
Ab ek sensitive kaam. Kisi bill ko void karna. Bills mein se ek kholte hain aur Void invoice dabate hain. App reason poochta hai, kyunki bina reason ke koi bill hata nahi sakta. Galat item bill ho gaya likhte hain aur Confirm void. Kyun? Kyunki bill hata dena chori ka sabse aasan tareeka hai, isliye har void ka record rakha jata hai.
5:28 Audit log
Audit log. Sensitive kaamon ka record: kisne kaun sa bill void kiya, kis reason se, kab, kaunse bill ki quantity badli, staff ka jodna ya hatana, aur permissions badalna. Dekhiye, abhi hamara void yahan darj hai, reason ke saath. Kyun? Kyunki owner ko bharosa chahiye ki uski dukaan mein kya hua, jab wo wahan nahi tha.
5:49 Settings: GST and shop profile
Ab Settings. Pehli screen GST aur shop profile. Business ka naam, GST scheme, Regular ya Composition, price ka tareeka, yaani price GST ke saath ya bina GST ke, GSTIN, address, state, invoice ka prefix, aur U P I ID. Kyun? Kyunki isi se invoice ka number, CGST ya IGST ka faisla, aur har GST report banti hai. State galat ho to tax head galat.
6:17 Invoice design
Invoice design. Tagline, footer message, terms aur conditions, bank details, header aur footer image, aur accent colour. Neeche live preview. Kyun? Kyunki invoice aapki dukaan ka chehra hai, aur customer ko bharosa uski shakal se hota hai.
6:34 Thermal print settings
Thermal printer settings. Default format A four, 58 ya 80 millimetre. Neeche live preview jisme bill ka receipt dikhta hai. Shop ke naam ka size, alignment aur bold chunte hain, aur receipt turant badalta hai. Kyun? Kyunki alag alag printer ka roll alag hota hai, aur receipt aapke hisaab se dikhna chahiye.
7:03 Fast billing settings
Fast billing settings. Kaun se item Fast Billing ke tiles mein dikhein, ye tay karo. Ye wahi pricing aur GST use karta hai jo normal billing, bas tiles ki tarah. Kyun? Kyunki chai aur snacks jaise tez bikne wale item pehle dikhein.
7:19 Loyalty settings
Loyalty settings. Har sau rupaye par kitne points, aur ek point ki value. Zero rakhoge to loyalty band. Kyun? Kyunki har dukaan ka apna tareeka hota hai, aur ye ek jagah se tay hota hai.
7:33 Festival planner
Festival planner. Aane wale tyohar, kitne din door, unke liye kaun se items stock karne chahiye, aur ek restock reminder apne phone ke calendar mein jodne ka button. Aur Create poster se dukaan ke liye festival ka poster. Aap apne notes bhi likh sakte ho ki pichhle saal kya chala. Kyun? Kyunki tyohar par bikri sabse zyada hoti hai, aur tayyari ek hafte pehle honi chahiye.
7:57 Offline billing
Aur offline billing. Agar internet chala jaye to bhi bill banate raho. App ek baar online khulne par products aur customers ki copy phone mein rakh leta hai, aur net wapas aane par bills apne aap sync ho jaate hain. Kyun? Kyunki kirana mein bheed ke time net chala jaye to bikri nahi ruk sakti.
8:15 Preferences: language and theme
Aur Preferences. English, Hindi ya Marathi, aur Light, Dark ya Auto theme. Hindi chunte hain to poora app Hindi mein, jaise abhi dikh raha hai. Kyun? Kyunki har staff ki bhasha alag ho sakti hai, aur kaam apni bhasha mein sabse tez hota hai. Aaj humne Back office dekha: reports ka hub, daily summary, sales aur profit, G S T reports, profit leak, export aur C A pack, petty cash, void aur audit log, aur settings, invoice design, thermal printer, loyalty, festival planner, offline billing aur preferences. Ek practical baat: mahine ki paanch tareekh se pehle C A export pack download karke bhej do. Uske baad tax ka kaam aapke haath se nikal jata hai.
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