Help & guides

Short steps for each job in ShubhOrder. Stuck on something else? Message us — we reply the same working day.

For you and your staff

Your shop, your details, and a test order before any retailer sees it.

Press "Start free trial" on our website and sign up with your mobile number — a code comes by SMS. Keep "Start with sample products and a demo retailer" ticked to try things first.
Open Business settings and fill in your address, state, GSTIN (if you have one) and UPI ID. Every bill prints them.
On the Orders screen, follow the setup checklist. "Try it as your retailer" opens the shop as the demo retailer (on your own number) so you can place a test order.
When you're ready, remove the sample data from the checklist — your own products and retailers are never touched.
Prefer Hindi? In the menu, tap "हिंदी में देखें". Each person — you, your staff, your salespeople — chooses their own.

Where: Business settings · Orders (setup checklist)

One by one, from an Excel / QuickSell sheet, or from photos.

Products › Add a product: name, rate, pack size (e.g. 12 per box), minimum order, GST rate and HSN. Retailers order in whole packs.
Many at once: Products › Import products (Excel, CSV or a QuickSell export). Download the sample sheet first; the import shows every row it can't read.
From photos: Photo import reads product names from pictures of your stock — check them before saving.
Different rates for different buyers: Price lists (Wholesale, Retailer, Customer) and Special rates for one retailer.

Where: Products · Photo import · Price lists · Special rates

Each retailer gets their own link, with their own rates — no app to install.

Retailers & dues › Add retailer: shop name, mobile number, city and state (GSTIN if they have one). Set a credit limit and credit days if you give udhaar.
On the retailer's page, press "Send on WhatsApp" — it opens WhatsApp with their personal link. Or "Copy" it.
Retailers can also register themselves from your join link (Business settings › Online shop & links); you approve them.
A retailer who loses their link can ask for it again; you can make a new one from their page (the old one stops working).

Where: Retailers & dues · Business settings › Online shop & links

From a new order to a delivered one, with the bill made for you.

New orders wait on the Orders screen. Open one, change quantities if you need to, then "Confirm & raise invoice" — the GST bill is numbered and goes into the retailer's khata.
Then "Mark dispatched" and "Mark delivered" as the goods move; the retailer sees each step.
Taking an order on the phone or at the counter: Take order, choose the retailer — their own rates and dues show.
Cancel an order or record goods returned from the order's page: a GST credit note is made and the khata is corrected.

Where: Orders · Take order

Who owes what, payments in, and polite reminders.

Record a payment from the retailer's page (cash, UPI, bank or cheque) — the khata updates at once.
Many UPI payments at once: Match UPI payments reads your bank statement (CSV or Excel) and suggests which retailer each payment is from.
Collections lists who is overdue; "Remind on WhatsApp" sends a polite reminder with the amount.
Credit control (Business settings) can stop new orders from retailers who are too far overdue.

Where: Retailers & dues · Match UPI payments · Collections · Business settings › Credit control

Everything your accountant asks for.

Reports & Tally: choose the period, then download the Sales register (CSV) — every bill and credit note with GSTIN, place of supply and tax split, for GSTR-1.
E-invoices (IRP JSON): the bulk-upload file for B2B bills that need an IRN; upload it on the government portal.
Tally: download vouchers and masters (XML, a month at a time) and import them into TallyPrime — masters first. Or turn on Tally sync to send bills to Tally automatically.

Where: Reports & Tally

Give each person their own login and only what they need.

Staff & roles › Add person: name, mobile number and role — Staff (office work) or Salesperson (takes orders for their retailers).
Assign retailers to each salesperson and the days of their beat. Today's beat shows them where to go.
Salespeople record cash collected; Field team & cash shows what each person holds until they hand it over.

Where: Staff & roles · Today's beat · Field team & cash

What happens after the free trial, and how to pay.

Business settings › Plan shows your plan, its limits and when it ends. Choose a plan there and pay by UPI, card or net banking — the GST invoice is on the same page.
Renewal is by hand, with reminders — or turn on "Renew automatically" (UPI AutoPay or card). Turn it off any time.
If a plan ends, everything keeps working for 7 days; then the shop is in limited mode (a few orders a month) until you choose a plan. Nothing is deleted.
Business settings › Invite: share your link — when a business you invite chooses a paid plan, you both get a month free.

Where: Business settings › Plan · Invite

Download everything, answer a retailer's request, or close the account.

Business settings › Your data › "Download all data (ZIP)": products, retailers, rates, orders, bills, khata and staff as spreadsheets.
A retailer asks for their data or to be removed: use the privacy options on their page (GST records are kept as the law requires).
Closing the account: Business settings › Your data › Close account. Data is deleted 30 days later — you can cancel until then.

Where: Business settings › Your data

Share this with your retailers.

Open the link your wholesaler sent on WhatsApp. It shows their products at your own rates — no app, no password.
Tap "+ Add" and choose how many boxes; the bar at the bottom shows the total with GST. Or tap "Type your order" and write it like a WhatsApp message.
"Review order", then "Send order". If asked, enter the code that comes by SMS — it confirms it's you. No signal? The order is sent when you're back online.
Follow each order (confirmed, dispatched, delivered), download the bill, and see your khata. Pay by UPI from the khata.
EN / हिं at the top switches the language.

Still stuck? Contact us