Manage audit cycles β only admins can change status
π
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π
Select an audit above to view its report
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β
β
0
Unique Scans
0
Total Attempts
0
Total Qty (Lakhs)
0.00
Total Value (Lakhs)
Perpetual Audit Β· slim report set (Location Mismatch, MRP Mismatch, Variance only).
Switch the audit to "Full Stock Audit" in Audit Management to see the complete breakdowns.
π¦ Report 1 β Part Number & Quantity
#
Part Number
Qty
π° Report 2 β Part Number, MRP & Quantity
#
Part Number
MRP
Total Qty
π Report 3 β Part Number & Quantity by Location
#
Location
Part Number
Qty
πΊοΈ Report 4 β Part Number, MRP & Quantity by Location
#
Part Number
MRP
Location
Total Qty
DMS Bins
πΈ Report 6 β MRP Mismatch (same part, different MRPs)
Parts scanned at 2 or more different MRPs across this audit β investigate which MRP is correct.
Only parts where audit qty differs from DMS qty. Sorted by largest absolute variance first.
#
Part Number
Audit Qty
DMS Qty
Variance
π¨ Report 5 β Location Mismatch (scanned vs DMS)
Parts where the physical scanned location does not match any DMS bin for that part. Hidden when no DMS data is loaded for this audit.
#
Part Number
Scanned Location
Scanned Qty
Expected DMS Bins
Variance
Scan Records
SOURCE
LOCATION
#
Part Number
Unique Code
Qty
Price
Location
Scanned By
Source
Date & Time
Raw Barcode
Actions
By Location
By Scanner
Team Members
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π Location Entry Default
Choose the default method for entering scan locations. Auditors can still switch modes manually.
π Location Input Restriction
When DMS closing stock is uploaded, scanners are normally forced to pick a location from the DMS list.
Enable this to allow free-text entry even when DMS data exists.
π·οΈ Warehouse Operations Settings
API name for pack qty / MOQ
API name for bin / rack location
API name for MRP price field
2β6 char prefix on every QR label
Item-level discount % API name
Customer-level discount % API name
Custom field API name for DMS/dealer code in Zoho contacts
Label Content
Sales Order Behavior
Purchase File Import Default (DMS)
Default grouping when opening Bulk Multi-PO Import:
QR Label Format:REN-888414-ABCDEFGHIJKL-00001-000350.00-MEENATCHI-01042026
Deploy the worker file from your download to dash.cloudflare.com β Workers & Pages β Create Worker
In Zoho Books β Items β Custom Fields β copy the API name of your location field
DMS Invoice (Hero PDF)
Get tax IDs from Zoho Books β Settings β Taxes β click tax β copy from URL. 9% CGST=18% GST, 14% CGST=28% GST
BC Module β Custom Field API Names
Zoho Books β Items β Custom Fields β copy the API name of each field
π Zoho Packslip Push Settings
Module Active
When an invoice is dispatched, the packing slip PDF and scan dump CSV are automatically pushed as attachments to the linked Zoho Books invoice. Failures appear in the Packslip Pending tab for retry.
If Zoho invoice numbers differ from your invoice numbers, map them here
File will be named: PackSlip_INV123.html
β οΈ Cloudflare Worker update required β your worker must support action=api_upload to forward multipart attachments to Zoho. Add the snippet from your StockGenie documentation to the worker.
π Outward Settings
Select how outward invoices are processed in the scanning and dispatch workflow.
π€ Telegram Reports
Field Rep Module
DSE Activity Reports are sent to your team's Telegram group. Daily report at 8 PM IST Β· Weekly report Monday 8 AM IST (previous week). Manual send is available from the DSE Activity Report page.
Add bot to group, send a message, then check api.telegram.org/bot<TOKEN>/getUpdates
π’ Company Settings
π’ PIN Login Setup
Set a 4-digit PIN so you can log in without typing your full password. Useful on mobile.
π Change Password
π
Dockets Loaded
0
in memory
π‘
Open
0
π
Scanning
0
β
Completed
0
π¦
Total GRNs
0
ποΈ
Stock File
β
click to upload
Inward Documents
Date
Vehicle / Docket
GRNs
Progress
Assigned
Status
Actions
No inward documents β upload Sales Statement then create a document
π₯
Total Docs
0
π
Total GRNs
0
π¦
Total Items Expected
0
β
Items Received
0
β οΈ
Unexpected Items
0
Bills Pipeline Status
0
π Imported
Sales Statement loaded
β
0
π‘ Document Created
Awaiting scanning
β
0
π Scanning
In progress
β
0
β Scan Complete
All items scanned
β
0
π¦ DMS Generated
Final stage
Recent Inward Activity
Confirm deliveries for your assigned shipments
Selected
0 invoices
Total Boxes
0
Bundles (dispatched)
0
β Confirm Delivery
Total Boxes
0
Dispatched Bundles
0
π GPS location will be captured automatically if permission is granted
Manage outward invoices β upload, scan, and dispatch parts to customers
π€ Outward Invoices
Invoice #
Date
Customer
Parts
Progress
Status
Actions
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β οΈ MOQ Pending Bucket
Part #
Customer
Invoice
Excess Qty
MRP
Status
Action
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π Pending Credit Notes
Type
Invoice #
Customer
Part #
Short/Qty
MRP
Value Diff
Status
CN Number
Action
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Post-delivery complaint tracking and resolution
Claim #
Customer
Invoice
Types
Registered
Status
Resolution
Actions
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Assign transport and track deliveries
β³
Pending Dispatch
0
scan completed
π
Shipped Today
0
in transit
β
Delivered Today
0
completed
β οΈ
Delayed
0
>2 days shipped
π Dispatch Board
Invoice #
Date
Customer
Parts / Qty
Status
Transport
Actions
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π§Ύ DMS Invoice Pending
Failed Zoho pushes & total variances from Hero PDF import
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π§ͺ Manual Packslip Test Push (admin only)
Search any historical invoice and push its packing slip to Zoho Books. Use this to test or backfill old invoices.
β
π Packslip Push Pending
β οΈ Packslips below failed to push to Zoho Books. Correct the Zoho invoice number if needed and repush.
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π Bulk Packslip Push by Date (admin only)
Push packslips for dispatched invoices in a date range. Already-pushed invoices are excluded. Use to backfill historical invoices.
π§ Invoice Cleanup Tool β April 10β13 2026
Admin only Β· Delete this tab after all invoices are fixed
Invoices from April 10β13 may have missing items due to the PDF parser bug.
π Analyse compares stored vs re-parsed. β Fix FS adds missing items and updates qty mismatches only β existing scanned items are not overwritten.
βοΈ Update Zoho adds missing P&F/Freight to the existing Zoho invoice (no void).
Click β» Reload to startβ¦
π Invoice Diff
π° Expenses Management
Loading executive summariesβ¦
β
Pending βΉ
β
Approved βΉ
0
Total
Date
Rep
Category
Description
Customer
Amount
Status
Actions
Loadingβ¦
Date
Executive
Type
Amount
Note
By
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π DSE Activity Report
Pick a date range and click Refresh to load activity.
π€ Customer Master
DMS Code
Name
Address
Mobile
Town
Owner(s)
Disc%
GPS
Actions
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π Transporter Master
Name
Address
Areas Served
Actions
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π Town Master
Town Name
District
Actions
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π Outward Item Master (Zoho items for Hero invoice push)
SKU
Item Name
Description
Zoho Item ID
Tax%
Click "Sync New from Zoho" to load
π Vehicle Master
Vehicle No.
Model
Driver
FC Date
Insurance
Actions
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π Trip Sheet Report
Invoice #
Customer
Town
Transport / Vehicle
Driver
Ship Date
Boxes
Parts
Status
Set filters and click Load
π Vehicle In Register
Vehicle Movement Log
Date/Time
Vehicle
Move
KM
Driver
Remarks
By
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π§ Visitors In Register
Visitor Log
In Time
Out Time
Name / Company
Mobile
Vehicle
Purpose
Contact
Duration
Action
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π€ Outward Register β Vehicles & Visitors Currently Inside
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β½ New Fuel Token
Auto-assigned on save
Recent Fuel Tokens
Token #
Date
Vehicle
Driver
Fuel
Liters
Odometer
KMs Run
Mileage
Amount
Loadingβ¦
β³ Pending Liters β Tokens Without Liters Entered
Token #
Date
Vehicle
Driver
Fuel
Odometer
Amount
Enter Liters
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π Vehicle Mileage & Fuel Report
Vehicle
Last Fill Date
Fills (period)
Total Liters
Total KMs
Avg Mileage
Total Cost
Set filters and load
π€ New Outward Invoice
π
Click to upload Hero PDF invoice
π
Click to upload CSV (UTF-16 TSV from DMS)
CSV Preview
β Verify before saving β tick each row to confirm
π Assign Transport
Total Boxes
0
Invoices
0
Point camera at e-way bill QRβ¦
β Mark as Delivered
Invoice Detail
π Re-upload Invoice Excel / CSV
β οΈ Scan Reset: Uploading a new file will clear all scan data (scanned quantities, scan logs) and set the invoice back to Uploaded status.
Upload the correct invoice CSV (UTF-16 TSV from DMS). This will replace all existing line items.
Preview (first 5 rows)
βοΈ Edit Customer
Current: β
βΉοΈ This updates the customer name on this invoice only β it does not change the Customers master.
π CSV vs PDF Comparison
βοΈ Change SO Customer
SO: β
Current: β
βΉοΈ Updates this SO session only β does not change the Customers master.
β οΈ Only one audit can be in progress at a time. Complete the current audit before starting a new one.
π Excel format for expected stock:
Columns (header row required): PartNoExpectedQtyDescription (optional)
Example: 1010009/A | 25 | Engine Cover Leave expected empty to scan freely and compare after.
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ποΈ Item Master
Loading item masterβ¦
π Location Master
Loading locationsβ¦
π‘ Excel format: Columns β LocationCode (required), Zone (optional), Description (optional).
Location codes are used to validate putaway assignments in bc-inward.
πͺ Vendor Master
Loading vendorsβ¦
π‘ Vendors added here appear in the Bulk PO Import β Default Vendor dropdown. Vendors seen in past PO sessions still appear too, so existing data isn't lost. GSTIN is validated to the standard 15-character format when entered.
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Add
Change Password
β οΈ The user will need to use this new password on their next login. You'll need to tell them the new password directly.
π Link MOQ to Invoice
Link Credit Note
Import
π
Click to select Excel (.xlsx) or CSV file
π« New Complaint
Complaints
Review Claim
π Scan Details for Claimed Items
Resolution
π Pull Invoice from Zoho
π Enter the Zoho Invoice number to pull its line items. Your Zoho API credentials must be configured in Settings β Integrations.
Preview
Edit Roles
Tap to toggle roles. Highlighted = active.
π€ DSE / Picker Owner Name
Map this user to a customer owner name so they see only their assigned customers
Inward Document
GRNs in this document
Add GRN / Delivery Document
Search by Truck Number, GR No, or Delivery Doc Number (type 2+ characters)
β
β
Sales Statement must be uploaded first. Each GRN can only belong to one Inward Document.
Assign Users
Only assigned users can scan items for this document in the Inward scanner (inward.html).
π₯ New Inward Document
0 delivery docs Β·
0 parts Β·
0 total qty
Upload Sales Statement first, then search.
No scanners assigned (you will be added automatically)
π Sales Statement Preview
Review the data before importing β duplicates will be skipped
Edit the Back-Order Qty column per line. Lines with qty = 0 are dropped. The new SO will be created in draft status linked to this parent β it'll appear on top of the SO Queue.
β
π₯ Import Item Master from Excel/CSV
Required column:partNumber(unique SKU β used as document ID)