SolvexaRetail Manual · Getting Started
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🚀 Getting Started with SolvexaRetail

5 minutes to your first bill · Perfect for owners setting up their shop for the first time

1. Sign up (30 seconds)

Go to solvexaretail.com/DiscoverStart. Pick your business type (grocery, restaurant, pharmacy, apparel…), enter shop name + your name + email. Accept the Beta Terms. Click Create my demo.

💡 You'll get your credentials on-screen AND in your email inbox. Save them somewhere safe or use Forgot Password if you lose them.

2. First login

  1. Visit solvexaretail.com/Login
  2. Type the login name (usually ownername from your shop name)
  3. Type the password from your signup email
  4. Click Sign In. You land on the Hub — your shop's home page.
💡 Change your password immediately: Admin → User Management → your user → Change Password.

3. What's pre-loaded for you

SolvexaRetail comes with a full "starter kit" so you don't stare at empty screens:

CategoryWhat's ready
Items20 sample products (based on your industry — grocery, restaurant menu, pharmacy stock)
Customers8 sample customers with GSTIN, phone, credit terms
Vendors6 sample suppliers (mix of GST-registered + MSME)
Chart of Accounts60 GL accounts (full Indian tree — Assets, Liabilities, Equity, Income, Expenses)
GST rates5 slabs (0/5/12/18/28) pre-configured with CGST/SGST/IGST accounts
Banks3 accounts: Petty Cash ₹5,000, HDFC ₹2.5L, SBI ₹75k (with opening balances)
POS setup1 Retail terminal + 1 Hospitality terminal, 9 tenders (Cash/Card/UPI/Wallet/Cheque/Bank/Credit/Gift/Loyalty)
Demo bills40 sample POS transactions so reports have data to show
Purchase Order1 fully-posted PO → GRN → PI → Payment cycle (so ledger has real movement)

4. Ring up your first bill

1From the Hub, click Retail POS (or Hospitality POS for restaurants).
2The POS screen loads with your item grid on the right, cart in the middle, function keys on top (Discount, Void, Return, Manager).
3Type or scan a barcode. Or click an item tile. It goes into the cart.
4Adjust quantity if needed (click qty field, type new number).
5Optional: attach a customer (search by phone), apply a discount, use a promo.
6Click Pay. Choose tender (Cash, Card, UPI). Enter amount tendered.
7Bill posts. Receipt prints (or emails to customer if you attached one).
SAATHI · Stuck at any step? Click the chat bubble at bottom-right and ask "how do I add a discount" or "my printer isn't connected". She answers instantly.

5. See it in reports (30 seconds)

Go to Insights → Retail Dashboard. Your bill appears in "Today's Sales". Also visit:

📝 Every POS bill automatically posts:
• Dr Cash (1100)  •  Cr Sales (4100)  •  Cr CGST (2210)  •  Cr SGST (2211)  •  Cr Inventory (1200)  •  Dr COGS (5100).
Debits always equal Credits — enforced by sp_GLBalance_Audit.

What next?

← All topics Retail POS →