SolvexaRetail Manual
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๐Ÿ“– User Manual

Everything you need to run your shop on SolvexaRetail โ€” from your first sale to closing the year.

๐Ÿ’ก New here? Start with Getting Started โ€” 5 minutes to your first bill. Or ask Saathi (chat bubble bottom-right) โ€” she can answer any of these questions instantly.
๐Ÿš€ Basics
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Getting Started

Sign up, create your shop, add your first item, ring up your first bill in 5 minutes.

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Retail POS

Ring up sales, apply discounts, use loyalty cards, split payments, print receipts.

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๐Ÿ“ฆ

Items & Inventory

Add items, set MRP, manage barcodes, track expiry, physical count, adjustments.

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๐Ÿ’ฐ Money & Compliance
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GST Setup & Filing

Configure GST rates, HSN codes, GSTIN, CGST/SGST vs IGST, GSTR-1 & 3B.

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๐Ÿ“‹

Purchase Cycle

Vendors, PO โ†’ GRN โ†’ PI โ†’ Payment. Landed cost, TDS, MSME payment terms.

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๐Ÿ“Š

Finance & Reports

Chart of Accounts, GL, Trial Balance, Bank Reconciliation, Year-End Close.

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๐Ÿฝ Hospitality & Pharma
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Hospitality POS

Dining tables, KOT, split bill, table transfer, KDS (kitchen display), self-serve Kiosk.

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Pharma POS

Prescription capture, Schedule-H drugs, batch/expiry, generic substitutes, insurance/TPA claims.

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๐Ÿšš

Transfers & Warehouse

Store-to-store transfers, bin management, put-away rules, waves, gate log.

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๐Ÿค– AI & Automation
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Saathi AI Assistant

Ask questions in English or Hindi. Get instant reports, error help, action drafts.

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๐Ÿ“ฑ

WhatsApp Bill Share

Send bills to customers on WhatsApp. Opt-in flow, templates, delivery tracking.

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๐Ÿ”

Invoice & Bank PDF Scanners

Upload a vendor invoice or bank statement. AI extracts + drafts entries for you.

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โš™ Admin & Setup
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Users, Roles, Permissions

Add staff, assign roles, control what each user can see and do.

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๐ŸŽจ

POS Screen Design

Reorder buttons, gate them on manager auth, switch theme, refund-to-same-tender, layout modes.

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๐Ÿ’พ

Backup & Data Export

Your data is yours. Export any time. How backups work, how to restore.

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๐Ÿ“€

On-Premise Windows Installer

Enterprise: one .exe installs Solvexa on customer's own Windows Server. Uses their SQL, no cloud dependency.

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๐Ÿฉน

Troubleshooting

Common errors, how to get help, escalation. Contact support.

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