User Guide

Getting Started

Accessing the Platform

1. Open your web browser and go to the Kanak URL provided by your administrator.
2. Enter your email and password to log in.
3. After login, you will see the dashboard with key business metrics and today’s gold rates.
4. If you do not have an account, contact your business owner to get an invitation.

Browser Requirements

• Any modern browser (Chrome, Firefox, Edge, Safari) — latest version recommended.
• Internet connection required.

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Key Features

• Real-Time Dashboard — View key metrics at a glance: today’s sales, outstanding dues, stock counts, and current gold rates (auto-updated 3x daily).
• Inventory Management — Track jewellery stock with detailed item cards, search/filter, and low-stock alerts.
• Gold Rate Tracking — Live gold rates fetched automatically via cron. Rates are cached locally for 5 minutes for fast page loads.
• Sales & Billing — Create sales invoices with automatic price calculation. Manage sales transactions and print bills.
• Purchase Management — Record purchase transactions, track supplier details, and manage purchase returns.
• Customer Ledger — Maintain customer accounts with credit/debt tracking, payment history, and due reminders.
• Financial Settlement — Settle outstanding balances with customers, track payments received and pending.
• Dark Mode — Switch between light and dark themes from the header toggle. Your preference is saved.
• AI Chat Assistant — Ask questions about your business data using the built-in AI chat (powered by Llama-3 via Groq).
• Telegram Notifications — Receive alerts on Telegram for key events (low stock, large sales, dues).

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Common Tasks

1. Record a Sale

1. Log in and click New Sale from the dashboard or navigation.
2. Select or search for the customer. If new, add their name and contact details.
3. Add jewellery items from the inventory — search by item name, SKU, or category.
4. The system auto-calculates the total based on item weight, purity, and current gold rate.
5. Add any making charges or discounts as needed.
6. Select payment method (Cash, UPI, Card, Credit).
7. Click Save to record the sale. You can print the bill from the confirmation screen.

2. Check Gold Rates

1. The current gold rate is displayed prominently on the dashboard.
2. For detailed rate history, go to Gold Rates from the navigation.
3. View rate trends over the day, week, or month in chart format.
4. Rates are updated automatically three times a day (morning, afternoon, evening).
5. You can manually trigger a rate refresh if needed from the gold rates page.

3. Manage Inventory

1. Go to Inventory from the sidebar.
2. Browse all jewellery items with details: name, SKU, weight, purity, quantity, and price.
3. Use the search bar to find a specific item quickly.
4. Click Add Item to add new jewellery stock — enter name, SKU, weight, purity, quantity, and purchase price.
5. Click on an existing item to edit its details or adjust stock count.
6. Low-stock items are highlighted with a warning indicator.

4. View Customer Ledger

1. Go to Customers from the navigation menu.
2. Click on a customer name to open their ledger.
3. See all transactions (sales, payments, purchases) for that customer.
4. The current balance is shown at the top — green for credit, red for outstanding dues.
5. Click Record Payment to log a payment received from the customer.
6. Use Settle Balance to close out outstanding amounts.

5. Generate Reports

1. Go to Reports from the navigation.
2. Choose the report type: Sales Report, Purchase Report, Stock Report, or Customer Report.
3. Set a date range using the date pickers and click Apply.
4. Reports are displayed in a table format with totals calculated at the bottom.
5. Click Export to download the report as Excel or CSV for your records.

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Troubleshooting

Issue	Likely Cause	Solution
Cannot log in	Wrong credentials	Use the Forgot Password link on the login page.
Gold rates not showing	Rate fetch may be delayed	Refresh the page. Rates update 3x daily; check back later.
Dashboard shows stale data	Local cache not refreshed	Wait 5 minutes for cache to expire, or clear browser cache.
Sale not saving	Missing required fields	Ensure customer name, item selection, and payment method are filled.
AI chat not responding	API key issue	Contact your administrator. The Groq API key may need renewal.
Page looks broken on mobile	Browser zoom/cache	Reset browser zoom to 100% and refresh.

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Support

• For account issues, billing questions, or feature requests, contact your business owner or system administrator.
• Technical issues can be reported through the Help option in the application.
• For urgent matters, reach out via the project support channel or Telegram alert system (if configured).