| Role | View stock & batches | Record receipt | Record adjustment | Pack |
|---|---|---|---|---|
| Manager | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed |
| Sales | Allowed | Not allowed | Not allowed | Not allowed |
Overview
This is the phone your counter and field staff carry. Two screens do the work: a live Home that shows today's takings, what intake is still waiting, and the last few orders — and a Quick bill screen that turns a counter-sale draft into a paid UPI invoice without anyone retyping a thing. The tagline in the app says it best: voice add, barcode scan, manual entry, under 30 seconds.
Where to find it
Open Neev on a phone signed in as counter staff and you land on the sales app. The bottom tab bar has two tabs — Home and Bill.
- Home:
/m/sales/home - Quick bill:
/m/sales/bill
Access is for Manager, Operator and Sales. The owner does not sit on the sales tab — the owner phone opens the admin app instead. If someone without sales access lands here, Neev bounces them to their own home screen.
Key concepts
- Counter draft — the one active draft order the Quick bill screen bills against. Open the Bill tab and Neev pulls your current counter draft. No draft, no bill.
- Auto-matched line — a line the parser matched to your catalogue with high confidence (90% or more). These show with a soft-pink background so you can trust them at a glance.
- Line adjustment — a quantity you changed on the bill using the +/- stepper before taking payment. Only the lines you touched get sent as adjustments at checkout.
- HSN rate — the CGST + SGST (and cess, if any) for a product's HSN code. The bill looks this up live to compute GST. If a rate is missing it shows a dash and a "GST pending" note rather than inventing tax.
Common workflows
Open Home. The top line shows today's revenue and how much intake is still pending. Below the pink Quick-bill button sits the Intake strip — channel-coded dots mark where each order came in (one colour per source) — then Recent orders with status pills, and a Today's sales bar measured against yesterday.
Tap the pink Quick bill tile (or the Bill tab). Neev loads your active counter draft and the live GST rates. If there is no draft yet, you see a No counter draft card and the Pay button stays off.
Each line carries a +/- stepper. Bump a quantity up or down and the totals card re-reckons on the spot. Lines the parser auto-matched are highlighted in soft pink. The customer sits as Walk-in customer (no profile) by default, with an Add button if you want to attach one.
The black totals card shows Subtotal, CGST + SGST, and the big Total in pink. If a line's HSN rate hasn't loaded, the tax line reads a dash with "GST pending" — the bill never guesses the tax.
Hit Pay · UPI. Payment is captured by UPI, the invoice is raised, and you get a Payment captured card with the invoice number and total. The draft clears so you're ready for the next customer.
Role notes
All three roles can open both screens. What changes is who can finish the sale — only Sales holds the counter-sale checkout grant, so only Sales can complete Pay · UPI. Manager and Operator can open the bill and read it, but the checkout itself is not in their default permissions.
| Role | Open Home & Bill | View counter draft | Adjust line quantities | Complete Pay · UPI |
|---|---|---|---|---|
| Manager | Not allowed | Not allowed | Allowed | Not allowed |
| Operator | Not allowed | Not allowed | Not allowed | Not allowed |
| Sales | Allowed | Allowed | Not allowed | Allowed |
- Sales — owns the front of the sale: opens the bill, adjusts lines, and completes the UPI checkout. Sales reads HSN rates for tax but has no other invoice surface (no invoice list, no void).
- Operator — front-desk order-taker. Can open the screens and read the draft, but cannot complete checkout, confirm money, or touch master data.
- Manager — runs day-to-day ops and reads everything here, but counter-sale checkout is deliberately withheld at the default level, as are invoice voids.
Tips & time-savers
Auto-matched lines (the soft-pink ones) came straight from the catalogue at high confidence — you can usually pay against them without re-checking each price.
Gotchas
The Voice, Scan, Search and Manual tiles on the bill screen are placeholders today — the live path is draft → stepper → Pay · UPI. Don't wait on them to add a line.