You open the shutter, ring up a hundred bills, take two returns, run the offer on the board and count the drawer at closing, and the books still have to be right when the GST return is due. Whether you own the shop or stand at its counter, Finocket’s till writes the invoice and the payment for you, draws stock down at that shop, numbers the bill from that counter’s own series, and closes the day with a Z-report that says over or short rather than balanced.
Your first day
- Start with the map: the order a shop sets things up in (products, shops, opening stock, then the till) and the three decisions that cost the most to get wrong.
- Add your shop, its code and its tills. A bill is numbered by the series on the till that rang it, so give each counter its own series and its numbers start at 1 under its own prefix. Opening a shop by copying an existing one sets that up for you; a shop added from scratch has no till and no series until you add them. Every plan includes one shop, and each further shop is a flat price with no per-till or per-person meter.
- Load opening stock, then count the floor: sales draw stock down by themselves, low-stock items flag, and a count becomes the truth.
- Ring up the first sale: scan or type a barcode or SKU, take cash, a UPI QR or a split across several ways of paying, and the invoice and its payment are written for you. On a counter PC, F2 jumps to the scan box, F9 takes cash, F4 splits the bill, F6 parks it.
- Give counter staff their own login: invite them as an assistant, who can ring a sale, then post them to their shop from Who works here as cashier or manager, from a date.
Your rhythm
- Daily: open the register with the float, sell, park a bill to serve the next customer, take an exchange against the original bill, and close with the counted cash. Fourteen things a shop does walks each one, and the Z-report records the over/short rather than balancing it away. Parcels going out today are booked against their invoices from Parcels.
- Weekly: receive stock against the purchase order and match ordered, received and billed line by line; turn the Reorder-soon card into a draft purchase order; refresh tracking on parcels and let a returning one be recorded as an RTO; and reconcile the bank, since every card and UPI line at the till carries a reference so it can be matched to its settlement.
- Monthly: count stock and post the variance from Stock count; total what each offer actually gave away; check the points liability on Loyalty; then GST week, where counter sales already sit in GSTR-1 as B2C and returns as credit notes, so GSTR-1 and 3B build themselves.
- Yearly: decide what a point is worth and whether points expire on Loyalty, read Business health, which reads sales, stock and customers per shop, before deciding on the next one, and hand your CA the Tally export at year end.
If the owner switches them on, four scheduled agents are written for a shop: Counter cash versus UPI, which sets what the counter took yesterday, by how it was paid, against what actually reached the bank; Fast and dead movers, what turned this week and how much of your money is sitting in what has not moved in ninety days; Reorder proposal, a draft purchase order per supplier for what is below its reorder level at the rate you actually sell it; and a Batch and expiry watch while there is still time to sell, discount or return the stock. They read the records you already create and end in a notification. They never take a payment or message anybody.
The modules you’ll live in
Switch each one on under Modules & plans. The till itself needs only Retail till & shops. Every sale it rings is written as a real invoice, so keep Invoicing on as well if you want to open those bills, reprint them or work them into GST from the Invoices screen.
- Retail till & shops: Point of sale · Shops · Offers · gift vouchers, issued from Gift vouchers and taken as a tender at the till, where a balance spent twice or a voucher past its printed date is refused.
- Loyalty programme: points, tiers, expiry and campaigns, with the liability posted to the accounts your accountant names.
- Couriers & parcels: Shiprocket, Delhivery or Blue Dart on your own account, or Finocket’s own where the platform has one.
- Items catalog: a read-only, shareable list of chosen items; to sell online from your own item master, connect Shopify or WooCommerce.
- Inventory & stock: the stock ledger, counts and transfers · Orders · Three-way match.
- GST & returns: GSTR-1 and 3B, built from the same bills the till wrote.
At the counter: khata, serial stock, counter reports
You see these screens when the retail counter pack is switched on for your workspace. Use them to read customer dues, find unsold serial stock and open the counter reports.
- Khata shows what each customer owes from your unpaid bills. Read the Customer, Open bills, Oldest bill and Owes columns. Use the Settle link to open the receipt form, where the oldest bills are settled first. Use the Remind button to open a reminder about the customer’s oldest open bill. You approve it before it is sent. Under the amount owed, you see a credit limit line that says when the limit is crossed.
- Serial stock shows your unsold IMEI / serial numbers by item. Read Item, In stock and Reserved, or use Find an IMEI or serial number to search. You can follow the link to the government’s public IMEI checker (CEIR). It is a link out; Finocket does not check an IMEI itself.
- Counter reports has the tabs Home delivery today, Contractor sites, School demand, Sales by brand, Warranty lookup and GST re-rate check. Choose the tab you want to read.
Weighing scale stamping
If you sell by weight and the retail counter pack is switched on for your workspace, Settings → Business details has a Weighing scale stamping section. From your stamping certificate, type the Certificate number and the Next stamping due date, and tap Save. The section then shows how many days are left, or The stamping due date has passed. once it has. It is a record for you: nothing is filed with Legal Metrology, and you still get the scale stamped yourself.
Next playbooks
- Fourteen things a shop does, step by step: open, sell, return, close, receive, count, move, and the rest.
- Run a jewellery counter on Finocket: purity-wise items, serials and FIFO cost layers, metal and making split on the invoice.
- The GST filing week, in one sitting · Month-end close in one sitting · Year-end without the shoebox.
Parts made for your trade
Each part below opens only where it is switched on for your workspace. Ask your administrator if one is missing.
- Scan to bill, split the payment
- MRP on every item
- Brand on every item
- Stock-tracked by default
- Retail bill and day close
- Cashier role
- Store manager role
- Accountant access