> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Feature Overview

> A complete list of every feature available in the Bizaxl Toy Store solution, with purpose, users, and how each feature connects to the rest of the business.

Every feature in the Bizaxl Toy Store solution is listed below. Use this page to understand what the system can do, who uses each feature, and how the pieces connect.

***

## Point of Sale (POS)

**Purpose:** The primary billing tool for walk-in customers. The cashier uses the POS terminal to search for items, add them to the cart, apply discounts, and collect payment.

**Primary users:** Cashier, Billing Staff

**Business goal:** Fast, accurate, and pleasant checkout experience for customers with automatic tax calculation and instant receipt printing.

**Upstream dependency:** Items must be catalogued with prices. The POS Profile must be configured. The POS Opening Entry must be created before billing can begin.

**Downstream impact:** Every POS Invoice creates an accounting entry, updates stock, and contributes to GST returns. Daily collections feed the Home dashboard number cards.

***

## POS Opening and Closing

**Purpose:** Controls the daily POS shift. The cashier opens the shift by declaring the opening cash and closes it at the end of the day by counting the cash in the till. The system compares this against expected collections.

**Primary users:** Cashier, Store Manager

**Business goal:** Ensure accountability for every rupee that passes through the counter. Detect cash discrepancies before they become bigger problems.

**Upstream dependency:** A POS Profile must exist for the store.

**Downstream impact:** The POS Closing Entry records the closing balance and flags any difference. The custom field "has difference" on the closing entry makes it easy to filter days with cash discrepancies.

***

## Item Catalogue Management

**Purpose:** The master list of all toys and accessories sold or stocked in the store. Each item record contains the item name, category, selling price, purchase price, GST tax template, HSN code, and shelf location.

**Primary users:** Store Manager, Procurement Officer

**Business goal:** A single, accurate source of truth for every product in the store so that billing, purchasing, and reporting all work from the same data.

**Upstream dependency:** Item Groups (categories) must be set up first.

**Downstream impact:** Items feed into POS billing, purchase orders, sales orders, stock entries, and all inventory and sales reports.

***

## Item Groups (Toy Categories)

**Purpose:** Organises the product catalogue into five categories: Educational Toys, Action Toys, Games and Puzzles, Dolls and Figures, and Accessories. Grouping makes it easy to search at the counter, apply category-level pricing rules, and analyse sales by type.

**Primary users:** Store Manager

**Business goal:** Structured product organisation for fast billing and meaningful reporting.

**Upstream dependency:** None. Item Groups are foundational master data.

**Downstream impact:** Category-level sales reports, pricing rules, and tax templates can all reference item groups.

***

## Warehouse Management

**Purpose:** Tracks inventory across three physical locations: Main Store (the retail shelf), Inward Store (the receiving bay where goods arrive from suppliers), and Rejected Warehouse (for damaged or defective stock).

**Primary users:** Stock Team, Warehouse Manager

**Business goal:** Always know exactly how much stock you have and where it is sitting, so you can fulfil orders from the right location and identify slow-moving or damaged goods.

**Upstream dependency:** Company must be set up. Stock Settings must be configured.

**Downstream impact:** Every stock movement (receipt, transfer, sale, return) updates warehouse balances. Stock reports and the Total Stock Value number card reflect warehouse-level data.

***

## Material Request

**Purpose:** An internal request raised when stock runs low, before a purchase order is created. The store assistant or stock team raises a Material Request listing the items they need and the quantities required.

**Primary users:** Store Assistant, Procurement Officer

**Business goal:** Create a formal, traceable request for replenishment so that purchasing decisions are driven by actual business need, not guesswork.

**Upstream dependency:** Items must exist in the catalogue. A notification is triggered when the material request is received (completed).

**Downstream impact:** A Material Request can be converted directly into a Purchase Order or Request for Quotation.

***

## Procurement (Purchase Orders and Receipts)

**Purpose:** Manages the full buying cycle from order placement to goods receipt. A Purchase Order is raised with a supplier, goods arrive and are recorded as a Purchase Receipt, and the supplier's bill is matched as a Purchase Invoice.

**Primary users:** Procurement Officer, Accounts Team

**Business goal:** Ensure every purchase is authorised, every delivery is matched to an order, and every supplier invoice is validated before payment is made.

**Upstream dependency:** Supplier master records must exist. Items must be in the catalogue.

**Downstream impact:** Purchase Receipts update stock in the Inward Store. Purchase Invoices create payable entries. The Purchase workspace number cards track how many orders are pending receipt and billing.

***

## Supplier Management

**Purpose:** Maintains records for every supplier - name, contact details, payment terms, GSTIN, and performance history. The system supports supplier groups and scorecards.

**Primary users:** Procurement Officer, Accounts Team

**Business goal:** Know who your suppliers are, what you owe them, and how well they perform on delivery and quality.

**Upstream dependency:** None. Suppliers are foundational master data.

**Downstream impact:** Suppliers are linked to Purchase Orders, Purchase Receipts, and Purchase Invoices. Accounts Payable reports show what is owed by supplier.

***

## Sales Management (B2B and Bulk Orders)

**Purpose:** Handles sales beyond the counter - quotations for schools or event organisers, confirmed sales orders, delivery notes, and sales invoices with a full paper trail.

**Primary users:** Sales Executive, Billing Staff, Accounts Team

**Business goal:** Manage bulk and B2B toy orders professionally, with proper documentation for each step from quote to cash.

**Upstream dependency:** Customer records must exist. Items and prices must be set up.

**Downstream impact:** Sales Orders feed into stock picking and delivery. Sales Invoices create receivable entries. Sales analytics reports draw from confirmed invoices.

***

## Customer Management

**Purpose:** Stores details for every customer account - individual buyers, schools, organisations, and corporate gifting clients. Includes contact details, billing address, payment terms, and credit limits.

**Primary users:** Sales Executive, Accounts Team

**Business goal:** Know your customers, track what they owe you, and manage their credit wisely.

**Upstream dependency:** None. Customers are foundational master data.

**Downstream impact:** Customers are linked to all sales transactions and appear in Accounts Receivable reports.

***

## Pricing and Promotions

**Purpose:** Allows you to set pricing rules that automatically apply discounts or special rates. Rules can be set by item, item group, customer, or quantity purchased (e.g., buy 5 get 10% off).

**Primary users:** Store Manager

**Business goal:** Run promotions and volume deals without manually adjusting every bill. Pricing rules apply automatically when billing conditions are met.

**Upstream dependency:** Items and customers must be set up.

**Downstream impact:** Pricing rules change the effective rate on POS Invoices and Sales Invoices automatically.

***

## Payment Entry and Reconciliation

**Purpose:** Records payments made to suppliers and received from B2B customers. The reconciliation tool matches open invoices against payments so your books are always accurate.

**Primary users:** Accounts Team

**Business goal:** Ensure every payment is recorded, every invoice is settled, and your accounts payable and receivable balances reflect reality.

**Upstream dependency:** Purchase Invoices and Sales Invoices must exist.

**Downstream impact:** Updates the general ledger, clears open invoice balances, and feeds cash flow reports.

***

## GST Compliance

**Purpose:** Handles India-specific tax requirements. Every toy is tagged with its HSN code and GST rate. The system computes CGST, SGST, and IGST on every transaction automatically. Reports help you prepare GSTR-1 and GSTR-3B. e-Invoice and e-Waybill generation is supported for eligible transactions.

**Primary users:** Accounts Team, Store Manager

**Business goal:** Stay compliant with India's GST law without doing manual tax calculations. File returns on time with reports generated directly from the system.

**Upstream dependency:** Company GSTIN, supplier GSTINs, and HSN codes on items must be configured.

**Downstream impact:** All sales and purchase invoices have GST breakdowns. Monthly GST reports are generated automatically.

***

## Reports and Analytics

**Purpose:** A set of custom and standard reports that answer the key business questions for a toy store: what is selling, what is running low, what is about to expire, how did the week go, and which payment mode is most popular.

**Primary users:** Store Manager, Business Owner, Accounts Team

**Business goal:** Make informed decisions about buying, pricing, and promotions using real data.

**Key reports covered:** Top 5 Selling Items, Daily and Monthly Payment Mode Trends, Low Stock Report, Bin-wise Stock Report, Batch Expiry Status, Expired Items List, Items Expiring within 90 Days, Today/Yesterday/This Month Sales.

**Upstream dependency:** Sales and stock transactions must exist.

**Downstream impact:** Reports drive purchasing decisions, pricing adjustments, and cash flow planning.

***

## Dashboard Charts and Number Cards

**Purpose:** The visual summary on the Home and POS workspaces. Number cards show live totals (today's sales, cash balance, bank balance). Charts show trends over time (daily payment mode breakdown, top-selling items, warehouse stock value).

**Primary users:** Store Manager, Business Owner, Cashier

**Business goal:** Give the right person the right number at a glance, without running a report every time.

**Upstream dependency:** Transactions must exist. Chart and card definitions are pre-configured.

**Downstream impact:** Informs daily operational decisions without requiring report expertise.

***

## Print Formats

**Purpose:** Custom-designed receipts and invoices for the toy store. The POS-Invoice print format is designed for thermal counter receipts. The Sales-Invoice format is used for B2B billing. A Request for Quotation format supports supplier interactions.

**Primary users:** Cashier, Billing Staff

**Business goal:** Professional, branded documents for every customer-facing interaction.

**Upstream dependency:** Transactions must be created and submitted.

**Downstream impact:** Customers and suppliers receive clean, correctly formatted documents.

***

## Notifications and Alerts

**Purpose:** Automated email alerts that keep the right people informed. Active alerts include a notification when a Material Request is received (fulfilled) and an employee creation alert.

**Primary users:** Store Manager, Procurement Officer

**Business goal:** Ensure critical events are not missed, even when team members are not actively watching the system.

**Upstream dependency:** Email accounts must be configured. Notification conditions must be met.

**Downstream impact:** Reduces the need for manual follow-up. Keeps teams aligned on important events.