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Documentation Index

Fetch the complete documentation index at: https://docs.spn.wtf/llms.txt

Use this file to discover all available pages before exploring further.

Sidebar ItemWhat it does
Order DraftsReview and process orders that came in via WhatsApp
Client OrderView and manage all confirmed client orders
TakadaTrack partial deliveries from karigars
Karigar AccountManage karigar (artisan) accounts and ledgers
Polisher AccountManage polisher accounts and ledgers
Client AccountManage client accounts and ledgers
Bank AccountManage bank accounts and cash transactions
Bullion AccountManage bullion supplier accounts
Khata UploadUpload and import handwritten khata pages

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Client Orders

Go to Client Order → Add Order → fill in client, slip number, dates, item details → Save
Use the filters at the top (client, karigar, item, delivery date) → click Print to download a filtered PDF

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Order Management

Go to Client Order → find the order → click the edit icon → update fields → Save
Go to Client Order → find the order → click the delete icon → confirm

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Job Management

During order creation, add job details (karigar, type, weight, delivery date) inline — the job is created automatically when the order is saved
Go to the Jobs page → find the job → edit fields → Save
Go to the Jobs page → delete the job → it is removed from the job page, the karigar/polisher page, and the delivery page

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Order Drafts (WhatsApp Orders)

When a customer sends an order via WhatsApp it arrives here as a draft for review.
Send the order details as text or image via WhatsApp → it appears automatically under Order Drafts
Send a voice note describing the order → AI transcribes and parses it into a draft
If the WhatsApp message is incomplete, it lands under Order Drafts for manual review
  1. Click on a draft to open it
  2. For each row, fill in: item name, weight, pieces, karigar, purity, making charges, delivery dates
  3. Select the Client from the dropdown at the top
Click Convert to Orders → system validates all entries → confirm → Client Orders are created automatically and the draft is removed
Click Recalculate Slip Numbers to group entries by karigar and reassign slip numbers in order

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Delivery System

Deliveries due soon appear in the Notifications page automatically
On the Delivery page, use the date sort to prioritize upcoming deliveries
Click Mark Delivered on a job — it is removed from the delivery queue
Go to Takada → Add Takada → fill in client, karigar, slip number, items, weight, date → Save

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Karigar & Polisher Management

Go to Karigar Account → click Add Karigar → enter the name → Save
  1. Open the karigar’s ledger → click Add Entry
  2. Fill in:
    • IN (jewelry received back): item name, pure weight, fine %, wastage %, other charges
    • OUT (gold/silver given): item name, weight, touch, fine weight
  3. Click Save
Open the karigar’s ledger → click Print / PDF → choose IN or OUT side
Go to Polisher Account → Add Polisher → enter name, select type (Regular / Meena / Rodium) → Save
Open the polisher’s ledger → Add Entry → fill in date, item, pieces, weights, touch, wastage, making charges, wages → Save

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Khata Upload

Import handwritten or scanned ledger pages.
  1. Go to Khata Upload
  2. Upload — select image or PDF
  3. Review — correct OCR-extracted transactions
  4. Assign — map each entry to the correct party
  5. Click Submit
Jobs mentioned in the uploaded image are parsed and displayed — review and confirm to add them

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Client Accounts

  1. Go to Client Account → click Add Client
  2. Enter the client’s name and click Save
The client appears in the list with a ₹0 balance.
Click on any client’s name to see all transactions with a running cash and crystal balance.
  1. Open a client’s ledger → click Add Entry
  2. Fill in the date, amount, and whether it is IN (received) or OUT (given)
  3. Click Save — the balance updates automatically
  • Edit: Click the edit icon on any ledger row
  • Delete IN only: Click the delete button on the IN side
  • Delete OUT only: Click the delete button on the OUT side
  • Delete whole row: Use the row-level delete button

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Bank & Bullion Accounts

Go to Bank Account → Add Bank → enter the name → Save
Open a bank account → Add Entry → fill in date, IN (deposited) and OUT (paid) entries → SaveThe running balance updates automatically.
Go to Bullion Account → Add Bullion → enter supplier name → Save
Open the account → Add Entry → fill in date, amount, IN (purchased) or OUT (sold/used) → Save

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Quick Reference

TaskWhere to go
Add a new clientClient Account → Add Client
Record a client paymentClient Account → client → Add Entry
Add a karigarKarigar Account → Add Karigar
Record gold given to karigarKarigar Account → karigar → Add Entry (OUT)
Record jewelry received backKarigar Account → karigar → Add Entry (IN)
Add a polisherPolisher Account → Add Polisher
Add a bank accountBank Account → Add Bank
Record a bank transactionBank Account → bank → Add Entry
Print a karigar’s ledgerKarigar Account → karigar → Print
Create order from WhatsAppOrder Drafts → draft → Convert to Orders
Manually create an orderClient Order → Add Order
Record a partial deliveryTakada → Add Takada
Import a handwritten ledgerKhata Upload