All India Reporter — HO Console User Guide
A complete, step-by-step manual for the Head-Office (HO) staff console: the web application your team uses to run orders, payments, reconciliation, despatch, stock and accounting for AIR Pvt. Ltd.
This guide documents the HO console — the internal admin panel at /staff. It is used by office staff: order approvers, cashiers, reconciliation clerks, despatch operators, accountants and system administrators. The separate Sales-Executive (SE) mobile field app is covered only where its data appears in the console; its own screens are out of scope here.
What the portal does
AIR sells law-book subscriptions — "Full Sets" of twelve monthly parts — to advocates, libraries and institutions across India. The portal manages the whole commercial lifecycle: a field executive captures an order, the customer pays, Head Office approves it, stock is reserved and packed, the package is despatched by post, courier or hand, and the money is reconciled and accounted for. The HO console is where staff drive and supervise every one of those steps.
How this guide is organised
The left-hand navigation mirrors the console's own navigation groups. Each page walks one area in detail — every screen, column, filter, button, form field and the exact permission each action needs. Start with Getting started to learn to log in and read any screen, then jump to the area you need.
Getting started
Logging in, reading a screen, roles & permissions, and why buttons appear or disappear.
Sale Orders
The order state machine, HO approval and cancellation, and what the console exposes.
Payment Vouchers
Approve and cancel vouchers; understand the 10-state payment lifecycle.
Bank Reconciliation
Auto-match, gateway bifurcation and closing a bank statement.
Picking Waves
Drive a wave from label printing through packing to despatch.
Closing Stock
Count, complete and audit a physical stock statement with separation of duties.
Reading status labels
The console is being built module by module. Some workflows are fully operable today; others are designed and will arrive later. Throughout this guide, steps and features carry one of these labels so you always know what you can do right now:
The console is deliberately review-and-action oriented. Many records (sale orders, payment vouchers, bank statements, journal entries, GST e-invoices) are created by the field app, the public API, or automated background jobs, and the HO console is where staff review them and drive their next steps. Where that is the case, the relevant page says so explicitly.
Conventions used in this guide
| You will see | It means |
|---|---|
| Button label | A button, menu item or tab exactly as it reads on screen. |
| /staff/… | A page path or a technical field/column name. |
| permission.name | The permission your role must grant for an action to be available. |
| State | A status badge, coloured exactly as the console colours it. |
Use the Filter pages… box in the top bar to jump straight to a topic, and the moon/sun button to switch between light and dark. Your theme choice is remembered on this device.