> ## 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.
# User Guide
> How to use the Sahyog Heena Jewellers app
## Navigation
| Sidebar Item | What it does |
| -------------------- | --------------------------------------------------- |
| **Order Drafts** | Review and process orders that came in via WhatsApp |
| **Client Order** | View and manage all confirmed client orders |
| **Takada** | Track partial deliveries from karigars |
| **Karigar Account** | Manage karigar (artisan) accounts and ledgers |
| **Polisher Account** | Manage polisher accounts and ledgers |
| **Client Account** | Manage client accounts and ledgers |
| **Bank Account** | Manage bank accounts and cash transactions |
| **Bullion Account** | Manage bullion supplier accounts |
| **Khata Upload** | Upload and import handwritten khata pages |
***
## 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
***
## 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
***
## 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
***
## 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
***
## 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**
***
## 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**
***
## 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
***
## 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
***
## 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 → **Save**
The 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**
***
## Quick Reference
| Task | Where to go |
| ---------------------------- | ------------------------------------------- |
| Add a new client | Client Account → Add Client |
| Record a client payment | Client Account → client → Add Entry |
| Add a karigar | Karigar Account → Add Karigar |
| Record gold given to karigar | Karigar Account → karigar → Add Entry (OUT) |
| Record jewelry received back | Karigar Account → karigar → Add Entry (IN) |
| Add a polisher | Polisher Account → Add Polisher |
| Add a bank account | Bank Account → Add Bank |
| Record a bank transaction | Bank Account → bank → Add Entry |
| Print a karigar's ledger | Karigar Account → karigar → Print |
| Create order from WhatsApp | Order Drafts → draft → Convert to Orders |
| Manually create an order | Client Order → Add Order |
| Record a partial delivery | Takada → Add Takada |
| Import a handwritten ledger | Khata Upload |