Epari Govindam — Operations Flow Prototype

What needs attention, and where the house stands today — filtered to your role.

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Internal people who can sign in to this house. Open a row to change their name, password, or assigned role. Menu access is defined on Roles.

Team

Search Role Status 0 members

Username	Name	Role	Status

Team member

Active

Account

Username

Display name

Role

Status

Password

Assign a role here. To change what that role can open, use View this role.

Roles control the left menu and who can create, change, or remove on each screen. Assign people to a role from Team.

Roles

Role detail

Active

Role name

Code

Status

Description

Menu access

Tick modules this role can open. Actions control New / Change / Remove on those screens.

Shop defaults used when creating vouchers. Gold selling rates stay on Gold rates. Bank and cash accounts are edited on the Accounts tab and save immediately. Save settings applies Operations, Product groups, and Voucher series.

Defaults used on new vouchers, barcodes, and making charges.

Making rate (₹ / g)

Goldsmith making (₹ / g)

Default purity

Wastage %

Invoice round-off

Default counter / godown

Label printer

Barcode prefix

Next barcode sequence

Options for Item master — product group dropdown and list filter. Min PCS is the sellable (on-counter) floor used by the Stock vs min report. Rename updates items using that group when you save. Ledgers are optional: an item posts to its own override, else its group’s ledger, else the house default.

New group

Group name	Min PCS	Items	Sales ledger	Purchase ledger	Stock ledger

Prefix + next number used when posting a new voucher of that type.

Voucher type	Prefix	Next no.
Purchase
Issue to goldsmith
Receive from goldsmith
Issue to refiner
Receive from refiner
Stock transfer (STOCK ADD)
Sales
Sale return
Payment
Scheme enrolment
Scheme deposit

Account name	Rank	Status

Live modules — Create, change, remove, and publish events from wired APIs are stored in this house’s database. Prototype-only screens will appear here when those modules go live.

Activity log

From To Person Type Module Search 0 events

When	User	Type	Module	Summary	Ref

Accounts — Posted house vouchers from purchase, goldsmith, stock, and sale. Open a row for lines and the Dr/Cr grid. Ops still posts from those modules; this is the books list.

Voucher register

Search Type From To

Voucher	Date	Type	Party / counter	Item	Weight	Amount	Books

Voucher

—

Date—

Voucher—

FY—

Status—

Posted by—

Party

Name / counter

Mobile

PAN

Address

GSTIN

Payment / stock A/c

Lines

Sl	Barcode	Item	Pcs	Weight	Rate	Amount

Pcs0

Weight0.000

Amount0.00

Payable0.00

Accounting post

A/c name	Debit	Credit

Accounts — Outstanding supplier bills: ornament/bullion purchase and goldsmith/refiner receive. Sales and old gold already hit cash/bank at the counter — they do not appear here. Partial payment is allowed.

Outstanding bills

Search

Voucher	Date	Type	Party	Billed	Paid	Due

Settle bill

Select a row

Bill

Party

Billed

Already paid

Due

Pay amount

Paid from

Date

Narration

Accounts — Statement of a party’s vouchers. Supplier bills credit the party; payments debit it. Closing credit is what the house still owes.

Party ledger

Party

From To

Date	Voucher	Type	Particulars	Debit	Credit	Balance

Opening bill references

Bill	Date	Amount	Status

Accounts — Flattened Dr/Cr from posted vouchers, by ledger name. Pick an account to see the running balance.

Account ledger

Account From To

Date	Voucher	Type	Party	Debit	Credit	Balance

Karigar ledgers — Expense accounts whose name is a karigar. They stay expense accounts, as BUSY stored them. This list does not change them.

Karigar expense ledgers

Account	Opening Dr	Opening Cr	Movement Dr	Movement Cr	Closing

Accounts — Output tax from sales (returns reverse it), input from purchases and goldsmith IGST, old-gold GST treated as output. Net is what the house still owes for the period.

GST summary

From To

Date	Voucher	Type	Party	Bucket	Taxable	CGST	SGST	IGST

Accounts — Journal lines from posted Dr/Cr vouchers for the period. CSV opens in Excel; XML is a simple Tally import, not a full company file.

Tally export

From To

Pick a period, preview the count, then download.

Masters — Live house list. Customers are identified by PAN (unique). Mobile is the current contact: lookup at the counter, then confirm the name. A recycled number can move to a new customer only if the previous account has no live scheme, gold, or unsettled dues.

Parties

Search Type

Name	Mobile	Category	Address	PAN	GSTIN

Party detail

Customer

Party details

Name

Mobile

Item master

Search Group Tax

Product	Label	Group	Purity	HSN	Tax	Stock A/c

Item detail

RING (S)

Item details

Product name

Barcode label

Product group

Purity

HSN No.

GST

Sale basis

Piece / sale rate (₹)

Stone wt (g)

Filigree

Ledger overrides (optional — most items leave these on Default)

Sales ledger

Purchase ledger

Stock ledger

CGST / SGST / IGST always post to the house tax ledgers; items do not pick them.

Opening figure

Weight

PCS

Rate today (₹/g)

Amount

Publish today’s rates here. Other screens show them as display-only — voucher lines cannot override the day’s metal rate.

Metal rate engine

Effective today

Publish writes to this brand’s database and updates the header immediately. Posted vouchers keep the rate stamped at save time.

Past rates

0 earlier

Create barcode — Pieces waiting after jewellery purchase or receive from goldsmith. Select rows → generate one house barcode each.

Generate barcodes

Pieces in this batch

One barcode per row

Piece details are already set from purchase or receive. This step only assigns a barcode from Settings.

Sl	Item	Label	Nt.Wt	Mak. / g	Making	HUID	Goldsmith

STOCK(ADD) — House barcodes still in staging. Confirm the voucher to put them on the sales counter. Internal transfer only — no GST.

Transfer to stock

VoucherSTOCK(ADD)

Stock A/cGOLD ORNAMENT 22CT A/C

To counterPOS

Items0

Selected wt0.000

WT A/c bal0.000

Barcode bal0.000

Selected nt.wt0.000

A/c bal is all ornament lots in the shop. Barcode bal is labelled staging + counter. Drift is usually pieces still waiting for barcode.

Barcode	Item	HUID	Nt.Wt	Mak.Chrg

Print labels — Pieces that already have a house barcode and are waiting for a label. The barcode is the first column.

BCN wise Closing Stock — Showroom barcodes for the open book. Qty is grams or pieces from BUSY tags (925, filigree, stones, and stray 18k/22k).

BCN closing stock

From To Search Status Metal Flag

Item	BCN	Category	Design	HUID	Unit	Op Qty	Qty In	Qty Out	Cl Qty

Print labels

Labels to print

Look in

Item group

Printer

Barcode	Nt.Wt	Mak.Chrg	Item	HUID	Goldsmith

Billing — Jewellery sales scan house barcodes and post weight (metal g × rate + making) or per-piece price, with stone / filigree on the piece. Scheme metal and old-metal credit offset what is collected. Bullion sales post weight from lots in hand (no making).

Sales

Search Type Status

Voucher	Date	Type	Customer	Mobile	Pcs	Weight	Payable	Status

On counter — stock available to scan

0

Sale

Date—

TypeSALES

Voucher No730

22ct today₹ 13,000

Customer

Mobile

Name

Address

Invoice type

Type

Scan to add

Scan a house barcode on the counter (or type and press Enter). Confirm the piece, then post the sale voucher.

Barcode

Cart

Sl	Barcode	Item	Pcs	Weight	Mak.Chrg
0 pcs				0	0.000	0.000	0.00

Scheme metal Optional · like coupon

Sale is at today’s rate. Past deposits only locked grams. Apply scheme metal only if the customer wants to use their balance.

Apply scheme metal?

Enrolment

Available grams

Item wt0.000

Grams applied0.000

Extra wt @ today0.000

Leftover grams0.000

Gold value @ today (₹)

Making (₹)

Scheme credit (₹)

Cash return (₹)

CGST 1.5% (₹)

SGST 1.5% (₹)

Less · Old purchase

Voucher No

Old gold credit (₹)

Amount payable

Payment mode

Document No

Paid

GST 3% is charged when jewellery is supplied. Scheme deposits are advances — no GST on installments. Scheme credit adjusts the bill, not the tax.

Product detail

Barcode—

LocationOn counter

HUID—

22ct today₹ 13,000

Piece

Item

Pcs

Net weight (g)

Stone wt (g)

Metal wt (g)

Sale basis

Piece price (₹)

Making (₹)

Metal @ today (₹)

Filigree

Counter / party

Confirm this piece to add it to the sale cart. Weight sales bill metal grams (net − stone). Per-piece sales use the piece price.

Billing — House sale returns reverse a jewellery sale at the gold rate stamped on that bill — not today’s board. Pieces go back on the counter. Bullion returns are not posted yet.

Sale returns

Search Status

Return #	Date	Customer	Against sale	Weight	Amount	Status

Sale return

Posted

Date23-06-2026

TypeSALE RETURN

Voucher No22

Against sale730

Rate on sale—

Customer

Mobile

Name

Address

Return lines

Sl	Barcode	Item	Pcs	Weight	Rate / g	Taxable	SGST	CGST	Net

Refund A/c

Amount payable

Against sale

Rate on original sale (₹/g)

Accounting post

A/c name	Debit	Credit

Credit is at the gold rate stamped on the original sale — today’s published rate is not used.

Issue voucher

Date—

TypeISSUE-GOLDSMITH (22CT)

Voucher—

Lots0

Total wt0.000

Issue to goldsmith

Goldsmith

PAN

GSTIN

Mobile

Expected receive

Doc No

Address

Bullion lots in this issue

Sl	Item	From	Pcs	Weight

Narration

Accounting grid empty · weight movement only · expected receive is stored on the issue so the team can follow up around that date

RECD-GOLDSMITH — Open issues still out with a goldsmith. Click a voucher to enter their bill and book ornaments. Unused metal stays with them for the next job.

Receive from goldsmith

Date—

TypeRECD-GOLDSMITH

VoucherRECD-GS (draft)

Expected—

Receive from

Goldsmith

PAN

GSTIN

Bullion issued (out)

Against issue — · weight that left the shop

Sl	Item	Issue #	Weight out
Total issued			0.000

Lines from their bill. Making = that piece’s wt × ₹/g (defaults from Settings → Goldsmith making). Each piece later gets its own barcode.

Sl	Item	Net wt	Mak. / g	Making	HUID
0 piece(s)		0.000		0.00

Goldsmith bill

Their bill is the source document. The house RECD-GS number is our books copy. Unused grams stay on this goldsmith.

Bill no

Bill date

Narration

Metal with them0.000 g

On this bill0.000 g

Still with them0.000 g

Remaining = issued − ornament weight on this bill.

Ledger post (commercials)

A/c name	Debit	Credit
MAKING CHGS PAID (GOLD ORNAMENT)	0.00	0.00
IGST INPUT TAX (26-27)	0.00	0.00
Goldsmith	0.00	0.00
Total	0.00	0.00

ISSUE-REFINER Metal waiting to melt — jewellery sent from purchase or old gold. Select lots, pick a refiner, confirm.

Date—

TypeISSUE-REFINER

Voucher No(draft)

Lots0

Weight0.000

Issue to

PAN

Address

Sl	Item	Pcs	Weight	From
Total			0.000

Narration

RECD-REFINER (24CT) — Open issues still out with a refiner. Click a voucher to book 24ct bullion, explicit loss, and refining charges.

Receive after refine

Date—

TypeRECD-REFINER (24CT)

VoucherRECD-REF (draft)

Receive from

Refiner

PAN

Address

Metal issued (out)

Against issue — · issued weight must equal 24ct received + loss

Sl	Item	Issue #	Weight out
Total issued			0.000

24ct received

Sl	Item	Pcs	Weight
1	24 CT GOLD BULLION	0
2	REFINING LOSS	0	0.000
Issued check			0.000

Ledger post (commercials)

Refining charges (₹)

A/c name	Debit	Credit
REFINING CHGS.(OLD GOLD)	0.00	0.00
Refiner	0.00	0.00
Total	0.00	0.00

Narration

ISSUE BULLION CONVERSION Fine bullion out + wastage as an explicit line — weight integrity.

Date—

TypeISSUE BULLION CONVERSION

Voucher No(draft)

Fine wt0.000

Issue to

PAN

Address

Wastage (g)

Sl	Item	Pcs	Weight
Fine total			0.000
+ Wastage			0.000
Expected back			0.000

Select fine bullion lots on Bullion stock, then open this screen.

Narration

RECEIVE BULLION CONVERSION Standard bullion in · Dr Conversion/refining chgs · Cr Refiner

Issue	Date	Party	Fine	Wastage	Expected

Date—

TypeRECEIVE BULLION CONVERSION

Voucher No(draft)

Against—

Receive from

PAN

Address

Received wt (g)

Charges (₹)

Bullion item

A/c name	Debit	Credit

Narration

Purchases — Live house vouchers. Save posts the voucher and stamps today’s published rate. Bullion weight then waits on Bullion stock to issue to a goldsmith.

Ornament / jewellery purchase

Recd.—

Pur.—

TypeGOLD ORN (INSIDE)

Bill No—

Supplier

Mobile

Supplier

PAN

GSTIN

Address

Enter a 10-digit mobile to look up a party. If none is found, a new supplier is created on save.

Sl	Item	Basis	Pcs	Weight	Rate / price	Amount
Total			0	0.000		0.00

Supplier bill

Supplier bill no

Bill date

Freight

GST

GST is charged on goods plus freight at 3%.

Accounting post

A/c name	Debit	Credit
Total	0.00	0.00

After save

Jewellery must sit in stock. Choose barcode (to sell) or send the metal to the refiner.

Create barcode — list on Create barcode, then print, transfer, and sell Send to refiner — list on Issue to refiner as metal to melt

Posted pieces appear on Create barcode until you generate labels or send them to the refiner.

Bullion purchase

Recd.—

Pur.—

Type22CT BULLION

Bill No—

Supplier

Mobile

Supplier

PAN

GSTIN

Address

Purity

Enter a 10-digit mobile to look up a party. If none is found, a new supplier is created on save.

Bullion lines

Sl	Item	Weight	Rate / g	Amount
1	22 CT GOLD BULLION		0.00	0.00
Total		0.000		0.00

Accounting post

A/c name	Debit	Credit
GOLD BULLION PUR (TAXABLE)	0.00	0.00
CGST INPUT TAX (26-27)	0.00	0.00
SGST INPUT TAX (26-27)	0.00	0.00
Supplier	0.00	0.00
Total	0.00	0.00

After save, bullion weight becomes available on Bullion stock to issue to a goldsmith.

Old gold purchase

Date—

TypeOLD-PURCHASE

Voucher No—

Customer

Mobile

Name

PAN

Address

Enter a 10-digit mobile to look up a party. If none is found, a new customer is created on save.

Old gold lines

Net wt = gross × purity% · Amount = net × exchange rate · GST 3% (1.5 + 1.5) is deducted from the amount paid

Sl	Verified by	Item	Gross wt	Purity %	Net wt	Rate	Net amount
1		OLD GOLD(OWN)			0.000	0.00	0.00
Totals			0.000		0.000		0.00

Accounting post

A/c name	Debit	Credit
OLD GOLD A/C	0.00	0.00
CGST 1.5% (26-27)	0.00	0.00
SGST 1.5% (26-27)	0.00	0.00
Payment	0.00	0.00
Total	0.00	0.00

Payment / A/c

CGST 1.5% (₹)

SGST 1.5% (₹)

Amount payable

GST 3% is deducted from the metal amount. The customer is paid the net figure through the payment account.

Admin — Plans live in the house database. Click a card to configure. Closing a scheme stops new enrolments only. Enrolment counts stay 0 until Enrolments is live. GST is not collected on scheme money — it is billed when jewellery is sold.

Schemes

Scheme detail

Fixed ₹ / month Open for enrol

Plan configuration

Name

Code

Enrolment status

Scheme type

Member tenure (months)

Installment (₹ / month)

Free months

Free months apply

Purity

Open for enrol from

Open for enrol until

Cancel charge type

Cancel charge (₹)

Notes

Two clocks: (1) Enrol window — when new customers may join. (2) Member tenure — once enrolled, that customer stays on the plan for N months from their join date and keeps benefits even if the scheme later closes for new joins. Free months: shop-funded installments — inclusive means customer pays fewer months inside the tenure; on top means they pay the full tenure and get bonus free month(s) after. Scheme types: fixed ₹ locks the cash installment; fixed gold locks grams per month and the counter collects grams × 22ct rate on deposit date. Cancel charge: scheme default when a member exits mid-tenure — fixed ₹ or % of cash deposited. Treated as forfeiture / compensation, not a taxable service. Counter can negotiate the amount on the enrolment. Deposits always allocate virtual grams at the 22ct rate on deposit date. That allocation is a liability ledger, not a supply of gold. GST: not charged on installments. Charged when the customer buys jewellery (or settles leftover on a sale).

Counter — Enrol anytime while the scheme is open for joins. Once enrolled, terms are locked — process deposits or cancel on separate screens. To change plan, cancel then enrol again.

Enrolments

Enrolment	Customer	Scheme	Joined	Member until	Status	Grams

Enrolment

Locked enrolment — Scheme and member terms cannot be edited after join. To change plan, cancel this enrolment and enrol again (avoids accounting errors). Monthly collections are advances: no GST until jewellery is supplied.

Customer—

Scheme—

Member status—

Joined—

Member until—

Cash deposited₹ 0.00

GST on depositsNil — billed at sale

Grams available0.000

Liability (cost)₹ 0.00

Paid installments0 / 0

Total paid₹ 0.00

Deposit ledger

Voucher	Date	Amount ₹	Rate / g	Grams

Redemptions / settlements

Date	Sale #	Used g	Leftover	Cash return	Rate

Process deposit

Customer—

Scheme—

Enrolment—

Cash so far—

Date

Installment (₹)

22ct rate today (₹/g)

Grams to allocate

Collect (₹)

Ledger post

A/c name	Debit	Credit
Cash / Bank	0.00	0.00
Scheme metal liability	0.00	0.00
Total	0.00	0.00

This collection is an advance / deposit toward a later jewellery purchase — not a taxable supply. Virtual grams allocate from amount ÷ published 22ct rate for liability tracking only. GST 3% is billed when the customer selects an ornament and the sale is posted. Rate is display-only.

Cancel enrolment

Accounting rule — Cancelling closes this enrolment permanently. To continue on another (or the same) plan, enrol the customer again as a new membership.

Customer—

Scheme—

Enrolment—

Member until—

Cash deposited

Scheme default charge

Cancellation charge (₹)

Net refund to customer

Reason / note

Charge defaults from the scheme (fixed ₹ or % of deposits) but is editable for negotiation. Remaining virtual grams are forfeited. Net refund = deposits − charge. The charge is genuine cancellation / forfeiture compensation — not GST, and there is no GST to reverse because installments were un-taxed advances.

Accounts — Open virtual gold still owed to scheme members. Cost is LIFO of deposits; mark-to-market uses today’s published 22ct rate. Cancelled enrolments drop off after remaining grams are forfeited. GST is billed only when jewellery is sold.

Open liability by enrolment

Virtual + A/c

Enrolment	Customer	Scheme	Available g	Liability ₹ (cost)	Mark-to-market ₹

Focus

Position

At a glance

Journey

Team

Team member

Account

Roles

Role detail

Menu access

Activity log

Voucher register

Voucher

Party

Lines

Accounting post

Outstanding bills

Settle bill

Party ledger

Opening bill references

Account ledger

Karigar expense ledgers

GST summary

Tally export

Parties

Party detail

Party details

Item master

Item detail

Item details

Opening figure

Metal rate engine

Past rates

Generate barcodes

Pieces in this batch

Transfer to stock

BCN closing stock

Print labels

Labels to print

Sales

On counter — stock available to scan

Sale

Customer

Invoice type

Scan to add

Lots in hand

Cart

Scheme metal Optional · like coupon

Accounting post

Product detail

Piece

Sale returns

Sale return

Customer

Return lines

Accounting post

Issue voucher

Issue to goldsmith

Bullion lots in this issue

Receive from goldsmith

Receive from

Bullion issued (out)

Ornaments received (one row = one piece)

Goldsmith bill

Ledger post (commercials)

Receive after refine

Receive from

Metal issued (out)

24ct received

Ledger post (commercials)

Ornament / jewellery purchase

Supplier

Line items

Supplier bill

Accounting post

After save

Bullion purchase

Supplier

Bullion lines

Accounting post