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Retail POS — Setup Guide

Retail POS shuru karne ke liye jo chahiye, bas wahi — step by step, aasaan bhasha me.

1. Shuru karne se pehle

Har software ek hi One Key account se milta hai: pehle account, phir demo, phir payment, aur payment ke baad software chalu ho jata hai. Ye kaam ek baar karna hota hai.

  1. Account banao: onekeytechnology.com → upar Sign up free → naam, dukaan/company, mobile, email, city aur password bharo → Create account.
  2. Email confirm karo: aapke email par "Confirm your email" mail aayega. Uska link dabao. Mail na dikhe to Spam folder bhi dekhein.
  3. Login: onekeytechnology.com/customer/login par wahi email aur password daalo. Ye aapka One Key account hai: yahin aapke software, invoice, licence aur support sab milte hain.
  4. Demo dekho: account me software ka naam chuno → Book free demo. Hamari team call ya WhatsApp par demo dikhayegi. Free trial nahi hai, sirf demo hai.
  5. Payment: demo ke baad invoice aapke account me aata hai. UPI se pay karke "I have paid" dabao. Team payment check karegi.
  6. Software chalu: payment pakka hote hi:
    • Cloud apps (Billing & Inventory, Retail POS, Sales CRM, HR & Payroll, WhatsApp Automation, Distribution ERP, Manufacturing ERP, Multi-company ERP, Ice Factory): account me Your cloud apps → Open app aa jata hai, aur email bhi aata hai. Neeche One Key Cloud me login wala hissa dekhein.

Kaun sa software kaise chalta hai

SoftwareKahan chalta haiInstall karna hai?Internet chahiye?
Retail POSBrowser (PC, tablet, phone)NahiBilling net ke bina bhi chalti hai; net aate hi data server par

2. One Key Cloud me login aur staff

Cloud apps browser me chalte hain, kuch install nahi karna. Chrome ya Edge sabse achha chalta hai.

Malik (Owner) ke liye do raaste

  1. One Key account (onekeytechnology.com/customer/login) → Your cloud apps → Open app →.
  2. Ya seedha onekeytechnology.com/cloud/login par wahi email aur password.

Ek hi workspace me aapke saare cloud apps hote hain, aur items, grahak aur reports sab apps me ek hi rehte hain.

Staff ke login

  1. Malik: left menu Team → Add a person → naam, email aur role chuno → Add person.
  2. Screen par us vyakti ka password ek hi baar dikhega. Use bata do; wo baad me Settings me badal sakta hai.
  3. Staff onekeytechnology.com/cloud/login par apne email aur password se login karega.
RoleKya kar sakta hai
OwnerSab kuch, team aur settings bhi
ManagerSab kuch, team aur settings chhod kar (HR me salary nahi dikhti)
CashierBill banana aur payment lena
AccountantPurchase, payment, reports (aur HR me salary)

Kisi ko hatana ho to Team me uska status Disabled karke Save karo; wo turant bahar ho jata hai. Password bhool gaya ho to New password dabao.

3. Pehle din ka kaam: settings, items aur bill

Ye 5 kaam kar liye to GST bill banana shuru ho jata hai.

  1. Settings: business ka naam, GSTIN, state, address, phone aur bill number ka prefix (jaise INV) bharo → Save. Yahi sab bill par chhapta hai. GSTIN nahi hai to khaali chhodo; bill "Bill of supply" banega.
  2. Items daalo: Items & stock → + Add item → naam, code/barcode, HSN, unit, GST %, sale rate, purchase rate, opening stock. Service ke liye unit Service chuno (stock nahi ghatega).
    • Bahut items hon to Import from Excel: sample file download karo, bharo, CSV me save karke upload karo.
  3. Grahak aur supplier: Customers & suppliers → + Add. GSTIN daalne par state apne aap aa jata hai.
  4. Pehla bill: upar + New sale → grahak chuno → item ka naam ya code likh kar Enter → quantity aur rate → "Received now" me jitna paisa mila → Save bill. Bill page par Print / PDF aur WhatsApp button hain.
  5. Purchase: Purchases → + New purchase → supplier, supplier ka bill number, items → Save. Stock badh jata hai.

Roz ke kaam

  • Baad me paisa aaye to bill kholo → Record payment.
  • Dashboard par aaj ki bikri, lena aur dena, aur kam stock wale items dikhte hain.
  • Reports: sales register, purchase register, GST summary, outstanding, stock. Har report Download Excel (CSV) se CA ko bhej sakte ho.
  • Galat bill (jisme payment na hua ho) ko Owner/Manager Cancel kar sakta hai; stock wapas aa jata hai.

4. Retail POS counter (dukaan ka billing counter)

Retail POS browser me chalta hai aur internet jaane par bhi billing chalti rehti hai.

Pehli baar counter chalu karna

  1. Counter wale computer par Chrome me Cloud login karo → left menu Counter (POS).
  2. Counter apne aap register ho jata hai aur naam milta hai: C1, doosre computer par C2. Har counter ka bill number alag hota hai, jaise C1/26-27/00001.
  3. Pehla bill print karte samay print dialog me apna thermal printer chuno (80mm ya 58mm). Chrome agli baar wahi yaad rakhta hai.
  4. Barcode scanner kisi bhi USB scanner se chalta hai: scanner code type karke Enter dabata hai, item bill me aa jata hai.

Bill banana

  1. Item ka naam ya code likho ya scan karo. Ek se zyada chahiye to 3*code likho (3 piece).
  2. Quantity, discount aur grahak ka naam/phone (zaroori nahi) bharo.
  3. Pay (F2) → Cash, UPI, Card ya Udhaar chuno. Cash me diya hua amount likhne par wapas dene wala paisa dikh jata hai.
  4. Bill print hota hai. Hold (F8) se adha bill rok kar agle grahak ka bill bana sakte ho. Recent bills me se dobara print bhi kar sakte ho.

Internet chala jaaye to

  • Upar "Offline — billing continues" dikhega. Billing normal chalti rahegi; bills computer me safe rehte hain.
  • Upar ka "N waiting" button batata hai kitne bill abhi server par nahi gaye. Internet aate hi ye apne aap sync ho jaate hain, ya isi button ko dabao.
  • Jab tak bills waiting hain, us counter se Sign out nahi hoga, taaki koi bill na khoye. Browser ka data (history/cache) bhi us waqt saaf mat karna.

Din ke ant me

  • Counter day summary: aaj ke bills, cash, UPI, card aur udhaar alag alag. Cash gin kar milao.
  • Galat bill ko sirf Owner ya Manager Void kar sakta hai (karan likhna zaroori); stock wapas aa jata hai.

Settings → POS (Owner): round off haan/na, cashier rate badal sake ya nahi, aur bill ke neeche ka message (jaise "Thank you, visit again"). Purana counter band karna ho to Settings me Remove counter.

5. Plan, renewal aur support

  • Har app ke upar aur One Key account me Paid until date dikhti hai. Date paas aane par account me "Renewal due" dikhega; wahin se payment karo ya humse sampark karo.
  • Date nikalne ke baad 7 din grace: sab normal chalta hai, bas upar yaad dilane wala message aata hai.
  • Uske baad workspace read-only: naye bill nahi bante, par purane bills, reports aur Excel download khule rehte hain.
  • Aapka data kabhi delete nahi hota. Renew karte hi sab wahin se chalu.

Madad chahiye?

  • WhatsApp / phone: +91 90766 11923
  • One Key account → Support → Create Support Ticket (screenshot lagao to jaldi hal hota hai).

6. Aksar pooche jaane wale sawaal

DikkatKya karein
Confirmation ya koi email nahi aayaSpam / Promotions folder dekho. Mil jaaye to "Not spam" karo.
Owner password bhool gayeonekeytechnology.com/customer/forgot par email daalo, link aayega.
Staff password bhool gayaOwner: Team → us vyakti par New password.
Counter par "Offline" dikh raha haiInternet check karo. Billing chalti rahegi; internet aate hi bills sync.
Sign out nahi ho rahaBills sync ke liye waiting hain. Internet chalu karke N waiting button dabao, phir sign out.
Bill par "Bill of supply" aa raha hai, Tax invoice nahiSettings me apna GSTIN daalo.
Har baar print dialog khulta haiDialog me thermal printer chuno aur margins "None" rakho.
Galat bill ban gayaOwner/Manager: bill kholo → Cancel (Billing) ya Void (Retail POS).

In sab ke baad bhi dikkat ho to +91 90766 11923 par WhatsApp karo.