BizeSetu User Manual

1. Getting started

Everything in this chapter applies to everyone: how to get the app, sign in, recover a password, and read any screen.

1.1 What BizeSetu does

BizeSetu runs a neighbourhood dairy or grocery shop from a phone. It keeps four things in one place:

• The counter — fast billing by tap, search or barcode scan, with cash, UPI and credit, a printable PDF bill, returns and a daily cash drawer.
• The khata — every customer’s running balance (what they owe, or their advance), payments, and monthly statements you can share on WhatsApp.
• Home delivery — standing orders (daily milk, alternate-day curd…), delivery routes and slots, an agent’s round that works without signal, and the cash the agent brings back.
• Stock — what came in, what was sold or delivered, what was wasted, and a day close that locks the numbers.

Customers get their own portal to see their balance, deliveries and statements, and to skip a day or ask for a change.

1.2 Who uses which part

The app shows each person only the part their job needs. Which part you see is decided by the role the owner gave you.

1.3 Getting the app

BizeSetu works the same in two places:

• Android app — install the BizeSetu APK the shop owner shares. If Android asks, allow installing from this source. The app opens straight to the sign-in screen.
• Any browser — open https://app.bizesetu.com on a phone, tablet or computer. Add it to the home screen for one-tap access.

1.4 Signing in

1. Open the app. The BizeSetu sign-in screen appears.
2. Type your 10-digit Mobile number — the one the shop registered for you. No +91 needed.
3. Type your Password and tap Sign in.
4. First sign-in only: if the owner gave you a starting password, the app asks you to choose your own. Type the current one, then a new one (at least the length the screen asks for), and save. Use the new one from now on.
5. If your mobile is linked to more than one shop or role (for example, you are staff at one shop and a customer of another), choose which one to open. You can change later with More → Switch account.

You land on your role’s first screen (see the table in 1.2). The app keeps you signed in on this device for the number of hours the owner set in Store settings; after that, sign in again.

1.5 Forgot password

Passwords are never reset with security questions or by e-mail. A person who knows you resets it:

1. On the sign-in screen tap Forgot password?
2. Choose Customer, Staff or Shop owner. The screen tells you what to do:
   • Customer — ask the shop owner or manager; they reset your portal login from your customer page (see Portal login). The shop’s number is on your portal home and on every statement.
   • Staff — ask the shop owner; they reset it from More → Staff and tell you the new starting password.
   • Shop owner — contact BizeSetu support with your registered business details; they verify you before resetting it.
3. Tap Back to sign in and sign in with the new password. You will be asked to choose your own straight away.

1.6 Finding your way around

Every screen has the same frame:

• Top bar — the shop or branch name (tap ▾ to switch branch, if you have more than one), today’s date, and the connection status: ✓ Synced when everything is saved, or a clear Offline notice when there is no connection.
• Bottom tabs — the main areas for your role. The current tab is darker with a bold label.
• More — the last tab lists everything else, plus Profile and Sign out.
• Sheets — choices and forms slide up from the bottom of the screen. Close one with ✕, Cancel or Done.
• Main button — the action that finishes a screen (Add customer, Charge, Save…) is the large dark button at the bottom. It stays faded until the form is ready.

How numbers are shown:

• Money in rupees with Indian grouping: ₹18,640.00.
• Quantities to three decimals for loose goods (1.500 kg, 2.000 L) and whole numbers for packs (3 pcs).
• Balances always say which way they go, in words and colour: owes ₹260.00 (customer owes the shop) or ₹320.00 advance (shop holds the customer’s money).

Every list shows a clear message when it is empty (“Nothing waiting for approval”), while it loads, if it fails (with a Retry), and when you are offline.

1.7 Your profile and password

1. Open More → Profile. You see your Full name, Mobile, Role and Store access (“All stores” or the branch you belong to).
2. To change your password tap Change password, type the Current password, the New password (at least 8 characters) and Confirm new password, then tap Update password.
3. To leave the app on a shared phone use More → Sign out.

2. Owner and Manager

OwnerManager The full shop: selling, customers and their khata, standing orders, catalogue, stock, the delivery day, money, reports and set-up. A Manager has the same screens with a few owner-only exceptions, listed in 2.15.

2.1 Home

Purpose: the first thing you see each morning and the place to come back to during the day.

• Today’s sales — the counter’s takings so far today.
• Deliveries — delivered out of planned for today (4 / 6).
• Collected today — payments received today, at the counter and on the rounds.
• Total outstanding — everything customers owe the shop right now.
• Needs attention — tap a line to go straight to it: deliveries still pending, customers whose dues are older than 60 days, late deliveries waiting for approval, requests from the portal.
• Quick actions — New bill, Add customer, Receive stock, Day close.
• Sync today’s rounds — if you added a customer or a standing order after today’s round was made, tap this so the agents get the new deliveries.

2.2 The More menu

2.3 Selling at the counter

Purpose: make a bill in a few taps, take payment in cash, UPI or on the customer’s khata (credit), and give the customer a PDF bill. Owners and managers use the Sell tab; counter staff use Bill — the screen is the same.

Make a bill, step by step

1. Open Sell. The grid shows Favourites — your fastest-selling products first — with the unit (pcs, per kg, per L) and price on each tile.
2. Add products in any of these ways:
   • Tap a tile. A packed item (pcs) is added with quantity 1; tap again to add another. A badge on the tile shows how many are in the bill.
   • Search. Type in Search or scan products (“milk”) and tap the result.
   • Scan a barcode — see 2.4.
3. For a loose item (per kg, per L) a sheet opens. Choose By weight and set the quantity (it starts at 1.000; use − / + or type 0.250), or By amount to sell “₹50 worth”. The line total shows underneath. Tap Add to bill.
4. The bar at the bottom shows the number of items and the total. Tap the item count (“2 items”) to open the Cart, where you can change any quantity, give a per-line Discount, a Bill discount, or remove a line with ✕.
5. Tap Charge ₹…. The Payment sheet opens.
6. Optionally Attach customer — search by name or mobile. This is required to put any part of the bill on Credit, and it puts the bill in the customer’s ledger.
7. Enter how the customer is paying: Cash, UPI, Credit, or a split across them. The line at the bottom shows Remaining ₹… until the amounts add up, then Balanced ₹0.00.
8. Tap Charge. Bill charged shows the bill number (BOS-00014) and total.
9. Choose what to do with the bill:
   • Share on WhatsApp — in the Android app the PDF bill is attached as a file, with a short message as its caption. Pick the chat and send.
   • View bill — opens the PDF (in the app: the phone’s PDF viewer).
   • New bill — start the next customer.

2.4 Barcode scanning

Purpose: with a hundred or more packed products, scanning is quicker and surer than searching. Scanning works on the Sell/Bill screen and on Receive stock. Each scan adds 1 of that product; scanning the same pack again adds one more.

There are three ways to scan — use whichever your counter has:

1. Phone camera. Tap the barcode icon at the end of the search box (or Scan barcodes on Receive stock). The first time, allow camera access. Hold the barcode inside the white frame. Each read gives a short buzz and a line under the camera (“✓ Added Tata Salt 1 kg”). Keep scanning pack after pack; tap Done when finished.
2. USB or Bluetooth scanner gun. Connect it to the phone, tablet or computer like a keyboard. With no box selected, just scan — the product is added. You can also scan into the search box; it is treated the same.
3. Type the code. If a label is scratched, type the number under the barcode in Or type the barcode and tap Add.

2.5 Customers

Customer list

Purpose: find anyone fast and see who owes what. Each row shows the name, house number and route, and the balance — owes ₹… or ₹… advance.

• Search by name or mobile in Search by name or mobile.
• Filters: All, Has dues, Over 60 days (dues older than 60 days — chase these first).
• Tap a row to open the customer.

Add a customer

1. On Customers tap Add customer (or the quick action on Home).
2. Type the Name (required) and Mobile (optional, 10 digits — needed for WhatsApp sharing and a portal login).
3. Add at least one address — house / flat no., address lines, landmark — and choose its Route if the customer gets home delivery. A customer with “No route” is a counter-only customer.
4. Set a Credit limit (₹0 means no credit).
5. If the customer already had a balance in your old khata, enter it as Opening balance with its As of date. A positive number is what they owe you; a negative number is an advance.
6. Optionally add Tags (VIP, Wholesale) and tap Add customer.

The customer page

• The big figure is the balance today, in words: Advance or Owes.
• Edit — change details, address, route, credit limit.
• Collect — record a payment (2.6).
• Statement — make or share a statement (2.6).
• Portal login — let the customer use the portal (below).
• Merge duplicate customer — when the same person was added twice (below).
• Tabs: Ledger (every bill, delivery, payment and adjustment, with the running balance), Subscriptions (standing orders, 2.7) and Deliveries (history).

Give a customer a portal login

1. Open the customer and tap Portal login (it says “Not set up” until you do this). The customer must have a mobile number — it becomes their Mobile (username).
2. Type a starting password (at least 8 characters) in Set a starting password, or tap Generate a password.
3. Tap Create and share. The login is created and WhatsApp opens with the sign-in details ready to send to the customer’s number.
4. The customer signs in at the app or app.bizesetu.com and is asked to change the password the first time.
5. If they forget it, come back here to reset it, or remove the login to stop portal access.

Merge a duplicate

1. Open the duplicate record (the one to remove) and tap Merge duplicate customer.
2. Search for the correct record and choose it.
3. Confirm. The ledger, standing orders and history move to the kept record, and the duplicate disappears from lists.

Import customers from a file

1. Open More → Import data.
2. Prepare a CSV file with the columns listed on screen: name, mobile, home_store_id, route_id, credit_limit, opening_balance, opening_balance_date, tags.
3. Tap Choose a CSV file. The app checks every row first and shows Total rows, Valid rows, and any errors with their row.
4. Fix any errors in the file and choose it again. Nothing is written until you press Import.

2.6 Collecting money and statements

Record a payment

1. Open the customer and tap Collect. The current balance is shown at the top.
2. Enter the Amount, choose the Mode — Cash, UPI or Cheque — and, for UPI or cheque, the Reference (UPI ref., cheque no.).
3. Tap Record payment. The balance drops at once and a receipt number (RCT-…) is created.

Make and share a statement

1. Open the customer and tap Statement. Previously generated lists earlier statements with their status (Draft, Issued, Sent).
2. To make a new one, set From and To and tap Generate statement. (If one already exists for exactly that period, the screen says so — open it instead.)
3. Tap a statement to open it. The statement itself is shown, with Open STM-….pdf to open it full size. A new statement is a Draft: tap Issue statement when it is final.
4. Tap Share statement. In the Android app the PDF goes to WhatsApp as a file.

2.7 Standing orders (subscriptions)

Purpose: a standing order is a regular delivery — “1 L loose milk every morning”. The app turns standing orders into each day’s delivery round, and each delivery into a ledger entry.

Start a standing order

1. Open the customer → Subscriptions tab → new subscription.
2. Customer — already chosen; you can pick another or + Create new customer. Check the Delivery address.
3. Items — choose the product(s) and quantity.
4. Frequency — Every day, Alternate days, or Selected weekdays (tick Mon…Sun).
5. Slot — the delivery window (Morning 6–8 AM…).
6. Dates — start date and optional end date. Choose the price: Follow catalogue (changes when you change the product’s price) or Locked (stays at today’s price).
7. Check the Approximate monthly total (an estimate, not a bill) and save.

Change, pause or skip

• Change quantity — open the standing order, choose the change, set the new quantity and Effective from date. Deliveries already planned before that date are not touched.
• Skip one day, set a Vacation (from–to), or a One-off qty for a single day (extra milk for guests). Pick a Reason (Travelling, Customer requested, Health issue, Festival/holiday, Weather, Other) and save.

2.8 Catalogue and products

Purpose: the list of everything you sell, with price, unit, tax and barcode. Open it from More → Catalogue. Search, or filter by category chip.

Add a product

1. Tap Add product.
2. Choose the Product type — Loose dairy, Packed dairy, Loose grocery, Packed grocery, Sweets, Apparel. This sets sensible defaults (loose items sell by kg or L, packed items by pcs).
3. Type the Name as it should appear on the bill. Add a description, Category and Brand if you like (you can create a new one from the picker).
4. Set the Sale unit (and pack size for packed goods) and the Price.
5. Barcode — type it, or tap Scan and hold the pack to the camera.
6. HSN code (optional) and Tax group (required).
7. Opening stock (optional) — how many are on the shelf today, with an optional Cost per unit. This goes into stock straight away, so you do not need a separate stock receipt for what you already have.
8. Tap Add product.

Change a price

1. Open the product → Manage price. You see the current price, whether it is tax-inclusive, and since when.
2. Tap Change price, enter the new price and the date it starts, and save. Earlier bills keep the old price; standing orders on “Follow catalogue” pick up the new one.

Categories, brands and units

Tap ⚙ Setup on the Catalogue. Add categories (+ Add category), brands and units of measure here; products then pick from these lists.

2.9 Importing products from Excel

Purpose: set up a whole grocery shelf — hundreds of products with barcodes and the stock you already hold — in one go instead of one by one. Owner only.

1. Open Catalogue and tap Import.
2. Under 1. Get the template tap Download Excel template. It has the right column headings and a couple of example rows.
3. Fill it in Excel or Google Sheets — one product per row. Only Name and Price are required; the full list of columns is in 8.1. Keep the Barcode column formatted as Text so Excel does not turn long numbers into 8.90106E+12.
4. Save as .xlsx (or “CSV UTF-8” if you use CSV).
5. Under 2. Upload the filled file tap Choose a file and pick it.
6. Tap Check file. The app reads every row and lists problems by their spreadsheet row number — for example “Row 14: Price is missing” or “Row 22: barcode already used by Tata Salt 1 kg”.
7. Fix those rows in the file, choose it again and check again. Nothing is saved until the check is clean.
8. Tap Import. All products are created together, and any Opening qty goes into stock in the same step. If anything fails, nothing is saved — you never end up with half an import.

2.10 Stock

Purpose: know what is on the shelf. Stock goes in with receipts and opening stock, and out with counter sales, deliveries and wastage — automatically. Use the Stock tab; filter with Low stock.

Receive stock (a supplier delivery)

1. Tap Receive stock (Stock tab or Home).
2. Add what arrived:
   • Scan barcodes — scan each pack as you unpack it. Every scan adds 1; scanning the same item again counts it up. Or use a scanner gun.
   • Add a SKU — search and pick an item, set the Quantity received (starts at 1), an optional Unit cost, and for perishables the Made on date; tap Add line.
3. Tap any line to change its quantity or add its cost; Remove takes a line out. The footer counts lines and how many have no cost yet.
4. Tap Save receipt. Stock goes up at once.

Record wastage

1. On Stock tap Record wastage → Choose a SKU and pick the item. The screen shows how many are In stock.
2. Set the Quantity wasted with − / + or by typing.
3. Choose the Reason — Damaged, Expired, Sample or tasting, Spillage, Theft or loss — and, for perishables, the Made on date of the batch.
4. Tap Save wastage. Stock goes down and the entry appears in the Wastage summary report.

Correct a count

1. On Stock tap Adjust beside the item.
2. Type the New quantity you counted. The Difference is shown.
3. Choose a Reason (Correction, Count variance, Damaged, Expired, Opening stock, Returned and written off, Sample or tasting, Spillage…) and tap Save adjustment.

Tap an item’s name to see its movement history — every receipt, sale, delivery, wastage and adjustment with date and who did it. Filter by type and date.

2.11 Running the day

The screens an owner uses while the rounds are out and after they come back.

Pending deliveries

Opened from Needs attention on Home. Lists every stop still pending today, grouped by route and slot, so you can call the agent or the customer.

Cash reconciliation

Purpose: check that the cash that came back matches what the app says was collected. For each agent’s bag and for the counter drawer you see Opening float, Collected / Expected, Counted and Variance (short or over), plus a Total.

1. Agents count their bag in their own app (4.4); the counter counts the drawer (3.3).
2. Here, check each card. A variance beyond the shop’s threshold needs a note from whoever counted.
3. When the cash is in the bank or the safe, tap Confirm deposits.

Approvals (owner)

If an agent’s phone was offline and their confirmations reach the server after the day was closed, they wait here instead of changing a locked day. Review the delivery value and cash collected, then Approve, or Reject with a reason.

Payments

Every payment — at the counter, at the door, by cash, UPI or cheque — with its receipt number. If one was entered wrongly (wrong customer, cheque bounced), tap Reverse and give the reason. The customer’s balance goes back up; nothing is deleted, so the history stays honest.

Requests

1. When a customer asks for a quantity change or cancellation in the portal, it appears here.
2. Tap it to Review request — who, what, and when it was asked.
3. Tap Approve (the standing order changes) or write a note and Reject (a note is required to reject). The customer sees the answer in the portal.

Send queue

1. Open More → Send queue. Use ‹ › to change month. The counter shows how many are sent (0 / 13).
2. For each customer tap Share — the share sheet opens with the statement PDF; choose WhatsApp and the customer’s chat. It moves to Sent.
3. Tap Skip for anyone who should not get one this month. Filters: Unsent, Sent, Skipped.

2.12 Day close

Purpose: lock the day so its numbers become final for reports and statements. Do it once everything for the day is done.

1. Open Day close from the Home quick action.
2. Read the tiles: Receipts, Delivered out, Counter sales out, Wastage.
3. Work through Before you can lock. Each item shows ✓ when done or ✕ with a link to fix it:
   • Wastage recorded for perishables — lists the items still needing an entry; tap Record wastage →.
   • All run sheets closed for today — every round finished and its cash counted.
   • Counter drawer counted for today.
4. Enter the physical cash count if asked, then tap Lock day. The screen shows Locked — this day’s numbers are final, with who closed it and when.

2.13 Reports

Open More → Reports and tap a report. Every report works the same way:

1. Choose the Store (if you have more than one branch) and the From and To dates.
2. Read the cards on screen, one per row of the report.
3. Tap Export CSV to download it for Excel or your accountant.

2.14 Routes, slots, staff and settings

Routes and stops

Purpose: a route is an area an agent covers (“Route 1 — Sector 12 Inner”). The stop order is the order the agent sees on their round.

1. Open More → Routes & slots and tap Add route; give it a name and save.
2. Tap Stops on the route. Customers whose address is on this route appear here. Use ↑ and ↓ to put them in the order the agent rides; ✕ takes a stop off the route; Add stop lets you search a customer by name or mobile and add their address.
3. Tap Agents → Assign agent. Choose the Agent, the Slot and the From date, and tap Assign. End stops an assignment (for example when an agent leaves).

Delivery slots

A slot is a delivery window — “Morning 6–8 AM”, “Evening 5–7 PM” — with a cut-off: how long before the start changes are no longer accepted for that day (the list shows it as “locks 9 hours before”).

1. Open More → Delivery slots and tap Add slot.
2. Enter a short Code (MORNING) and the Name customers see (Morning 6–8 AM).
3. Set the Start time and End time.
4. Set the Cut-off (minutes before start) — for example 540 for 9 hours, so tomorrow’s 6 AM round locks at 9 PM tonight.
5. Leave Capacity blank (not used yet), choose the Routes the slot runs on, and tap Add slot.

Staff

1. Open More → Staff and tap Add staff.
2. Enter the Full name and Mobile — they sign in with this mobile.
3. Type an Initial password of at least 8 characters. Give it to the person; they must choose their own at first sign-in.
4. Choose the Role: Manager, Counter staff or Agent.
5. Tick the Store access: All stores or the branches they work in.
6. Tap Add staff. They can sign in straight away.

Tap a person on the list for: Change role, Reset password (shows a new starting password once), and Deactivate (stops their sign-in without losing their history; Reactivate brings it back).

Store settings (owner)

2.15 What a Manager sees

A Manager runs the shop day to day with everything in this chapter, except:

• Staff is view-only: “Only the owner can add staff or change their access.”
• Approvals and Store settings are not in the menu.
• Product import from Excel is owner-only (managers add products one at a time).

3. Counter staff

Counter staff Billing, the day’s bills and returns, the cash drawer, and looking up customers and stock.

3.1 Billing

The Bill tab is the same selling screen the owner uses. Follow 2.3 Selling at the counter step by step, and 2.4 for barcode scanning. In short:

1. Tap tiles, search, or scan to add products (each starts at 1).
2. Open the cart to change quantities or give a discount.
3. Charge → attach a customer if it is on credit → enter Cash / UPI / Credit until it says Balanced → Charge.
4. Share on WhatsApp or View bill, then New bill.

3.2 Sales history and returns

Purpose: see today’s bills and take items back.

1. Open More → Sales history. The top shows Today’s total; each row shows the bill number, customer (or Walk-in), payment mode and amount.
2. Tap Return on the bill.
3. For each item, set the quantity to return with − / + (it cannot be more than was bought). Tap Next.
4. Confirm how the money goes back (cash, or to the customer’s khata) and finish. Returned items go back into stock.

3.3 Cash drawer

Purpose: at the end of the shift, count the cash and compare it with what the app expects.

1. Open More → Cash drawer. You see Opening float, Cash sales and Cash payments received.
2. Count the notes and coins. Open Count drawer, enter the Counted amount and tap Submit count.
3. The Variance shows short or over. If it is beyond the shop’s threshold, a Note is required — say what happened.
4. Tap Close drawer. The owner sees the count in Cash reconciliation, and day close can go ahead.

3.4 Customers, stock and More

• Customers — search, filter by dues, add a customer at the counter (see 2.5).
• Stock — check what is on the shelf; Receive stock when a supplier delivers, scanning each pack (see 2.10).
• More — Sales history, Cash drawer, Profile, Switch account, Sign out.

4. Delivery agent

Agent The morning or evening round: who to deliver to, in order, what to give them, the cash they hand over, and counting the cash bag at the end. It keeps working without signal.

4.1 Today’s round

Purpose: the round, stop by stop. Open the app and you land here.

• The top shows progress (6 / 8 stops done) and Collected cash so far.
• Stops are grouped by route in the order the owner set. Each shows the stop number, customer, what to deliver (Loose Milk 1.500 L), house number, and what they owe (Due ₹4,150.00).
• Finished stops are struck through with their result: Delivered, Failed or Skipped.
• The green ✓ button marks a stop delivered in one tap, exactly as planned.

4.2 Confirming a stop

1. Tap the customer’s name. A sheet opens with what to deliver and its value (Loose Milk × 2.000 L = ₹124.00).
2. Choose what happened:
   • Delivered — everything as planned.
   • Partial — enter the Delivered qty actually given.
   • Skip — not delivered; choose the reason (customer not home, refused…).
3. If the customer pays, enter it in Cash collected. Their Outstanding is shown so you can ask. (UPI or cheque: choose the mode and enter the reference.)
4. If the customer hands something back, tap Record a return instead.
5. Tap Confirm. The stop is struck through and the next one is ready.

4.3 Working without signal

Your round is downloaded to the phone, so you can keep confirming stops in lifts, basements and lanes with no signal. The top bar shows you are offline, and each confirmation is saved on the phone.

1. Keep delivering and confirming as normal.
2. When signal returns, the app sends everything by itself. The top bar returns to ✓ Synced.
3. If a line says “2 deliveries not yet synced”, tap Retry once you have signal. Do not uninstall the app or sign out while anything is unsynced.

4.4 Collections and counting cash

Purpose: see your day’s totals and hand over the cash bag.

1. Open the Collections tab. For each slot you see stops done, each route’s value, Delivery value, Cash collected and Opening float (the change you started with).
2. When every stop is confirmed and synced, tap Count cash.
3. Count the bag and enter the Counted amount. If it differs from what the app expects by more than the shop allows, write a short note explaining why.
4. Submit. The Count result shows: Counted — matches, Awaiting approval (a variance the owner will review), Deposited or Closed.
5. Hand the bag to the owner or manager.

4.5 More and profile

5. Customer portal

Customer For the shop’s customers: your balance, deliveries and statements, and asking for changes — without calling the shop. Ask the shop for a portal login (they set it up from your customer page), then sign in as in 1.4.

5.1 Home

• The big figure is your balance: You owe or an advance.
• Next delivery — what is coming and when.
• The shop’s name and phone number, to call if you need help.

5.2 Deliveries

Every delivery by date, with what came and whether it was Delivered, partly delivered or skipped.

5.3 Statements and ledger

1. Tap Statements. Each line is a period (September 2026) with its number and closing amount.
2. Tap one to open it. View the PDF or share/save it (in the Android app it opens in your phone’s PDF viewer).
3. For the day-to-day detail open More → Ledger: every delivery, bill and payment with the balance after it.

5.4 Skipping, vacations and changes

Skip a day or go on vacation

1. Open More → My subscriptions and tap Skip / Vacation on the order.
2. Skip: choose the date. Vacation: choose from and to.
3. Tap Save. It applies straight away, as long as it is before the slot’s cut-off; otherwise from the next delivery.

Change quantity or cancel

1. Tap Request a change on the order.
2. Change quantity: set the new quantity with − / +. Or Cancel to stop the order.
3. Tap Save. The request goes to the shop, which approves or replies with a note; your subscriptions show the outcome.

5.5 More and profile

6. A day in the shop, end to end

How the roles fit together on a normal day.

7. Troubleshooting and questions

The bill went to WhatsApp as text, not a PDF.

Use the Android app (not the browser) and make sure it is the latest version from the owner. In the app, Share on WhatsApp attaches the PDF file. On some browsers that cannot share files, a text summary with a link is sent instead.

“View bill” shows nothing.

In the Android app the bill opens in the phone’s own PDF viewer; if none is installed, install one (for example Google Drive’s viewer) and try again.

The camera does not open for scanning.

Allow the camera: Android Settings → Apps → BizeSetu → Permissions → Camera. Close any other app using the camera. You can always type the code in the scan sheet, or use a USB/Bluetooth scanner.

A scan says “No product has barcode …”.

Add the barcode to that product in the Catalogue (Edit → Barcode → Scan), or add it to the Barcode column of your import file.

The top bar says Offline.

Counter billing and the agent’s round keep working and sync later. Screens that need live numbers from the shop (reports, cash reconciliation, approvals, day close) say they need a connection — reconnect and they reload by themselves.

I can’t lock the day.

Day close lists exactly what is blocking it. Usually: perishable wastage not recorded, a round not finished or its cash not counted, or the counter drawer not counted.

A payment was recorded against the wrong customer.

Open More → Payments, Reverse it with a reason, then record it again on the right customer.

The same customer is in the list twice.

Use Merge duplicate customer on the record to remove (2.5).

A new customer’s milk is not on today’s round.

Tap Sync today’s rounds on Home. If it was added after the slot’s cut-off, deliveries start the next day.

Excel turned my barcodes into numbers like 8.90106E+12.

Format the Barcode column as Text before typing or pasting, or start from the downloaded template, which already does this.

Someone forgot their password.

Staff: the owner resets it in Staff. Customers: the owner or manager resets it from the customer’s Portal login. Owner: contact BizeSetu support. See 1.5.

Someone left the shop.

Owner: More → Staff → the person → Deactivate. For an agent, also End their route assignments and assign someone else.

8. Reference

8.1 Product import columns

The downloaded template has these columns. Only Name and Price are required. Errors are reported by spreadsheet row number.

8.2 Words used in the app

BizeSetu — Simple business. Strong connections.