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Setup Guide User Guide Learn Accounting

Getting Started with Stockora

Welcome! ๐ŸŽ‰ Stockora runs completely in your web browser - there is nothing to install. Tech Bato hosts everything, keeps it updated, and keeps your data safe. You just log in and run your shop.

This guide takes you from your first login to your first sale. Most shops finish in under an hour.

Before you begin

When your Stockora account is created, Tech Bato sends you:

  • Your Stockora link - open it in any browser (computer, tablet, or phone)
  • Your login email and password

Don't have an account yet? Contact Tech Bato Pvt Ltd to get started.

๐Ÿ’ก Want to practice first? Ask us to enable the free practice shop on your account - a rod & cement business full of sample bills and payments. It pairs with our Learn Accounting course, and you can play with it without touching your real data.

Step 1 - Log in and secure your account

  1. Open your Stockora link and log in with the email and password we sent.
  2. Click your name (top-right) โ†’ Profile โ†’ set your own strong password.

Step 2 - Choose your language

Click the เคจเฅ‡เคชเคพเคฒเฅ€ / EN button in the top-right corner any time. The whole app switches between English and Nepali instantly. Your products, customers, and notes always stay exactly as you typed them.

Step 3 - Check your business details

Your business profile (name, address, PAN/VAT number) is printed on every invoice. It was set up from the details you gave us - if anything needs changing (or you want a different invoice prefix or Default Tax %), tell us, or your account admin can edit it under Administration โ†’ Businesses.

  • Default Tax % - e.g. 13 for VAT. Every new invoice line pre-fills this rate; you can change it per line or set it to 0.

Step 4 - Make product categories

Inventory โ†’ Categories โ†’ New Category - a few broad groups are enough: e.g. Cement, Steel Rod, Paint, Tools.

Step 5 - Add your products (the important one)

Inventory โ†’ Products โ†’ New Product for each item you sell:

Field What to enter
Name, SKU Item name and a short unique code (e.g. CEM-OPC)
Category, Unit Pick a category; unit like bag, kg, pcs, litre
Cost Price What YOU pay to buy it
Sale Price What the customer pays you
Opening Stock Count what's on your shelf right now and enter it - your starting stock
Reorder Level When stock falls to this number, Stockora shows a red low-stock alert

๐Ÿ’ก Opening Stock is the only stock number you will ever type by hand. After this, every purchase, sale, and return updates stock automatically - Stockora counts for you.

Step 6 - Add customers and suppliers

  • Parties โ†’ Customers โ†’ New Customer - name, phone, and Opening Balance = money that customer already owes you from before Stockora (0 if nothing).
  • Parties โ†’ Suppliers โ†’ New Supplier - same idea; Opening Balance = money you already owe them.

You don't need to add walk-in cash customers - a sale can be made without selecting any customer.

Step 7 - Add your staff (optional)

  • Administration โ†’ Designations - job titles like Cashier, Store Keeper.
  • Administration โ†’ Roles & Permissions - tick exactly what each role may do (or use the ready-made Admin / Manager / Staff roles).
  • Administration โ†’ Users โ†’ New User - create each staff member's login with a role and designation.

A cashier will then see only the menus you allowed - nothing else. Every action is logged with who did it.

Step 8 - Record your first transactions

  1. Buy & Sell โ†’ Purchases โ†’ New Purchase - enter stock you buy from suppliers. Inventory rises automatically, and any unpaid amount is tracked as due.
  2. Buy & Sell โ†’ Sales โ†’ New Sale - bill your customers. Inventory falls, profit is tracked, and a PDF invoice is one click away.
  3. Money โ†’ Customer Receipts / Supplier Vouchers - record payments against due bills.

That's it - from now on the Dashboard, Ledgers, Cash Book, Accounting, and Reports fill themselves.

First-Week Checklist

  • Password changed from the one we sent you
  • Language set to your preference
  • Business details and Default Tax % confirmed
  • All shelf items entered with correct opening stock
  • Customers/suppliers entered with correct opening balances
  • Staff accounts created with the right roles
  • First real purchase and sale recorded
  • Dashboard numbers look right (today's sales, stock alerts)

Common Questions

Do I need to install anything or take backups? No. Stockora is fully hosted and backed up by Tech Bato. Open your link, log in, work.

Can I use it on my phone? Yes - the whole app works in a mobile browser. Tap the โ˜ฐ button for the menu.

I can't see a menu item. Your role doesn't have that permission. Your admin can change it under Administration โ†’ Roles & Permissions.

I entered wrong opening stock. Edit the product and correct the Opening Stock, or record an Adjustment under Inventory โ†’ Stock.

I forgot my password. Use "Forgot your password?" on the login page, or ask your admin / Tech Bato support to reset it.

Where do I learn what every screen does? The full User Guide explains every module, and Learn Accounting teaches the numbers with a worked example.

Need anything else? Contact Tech Bato Pvt Ltd - we're happy to help you get set up.

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