Phase 1: Verification & Auth (Strict OTP Flow)
01 · Splash Check
9:41
Smart Khata Book
Smart business. Simple records.
v1.0.0
POST
/api/v1/auth/check-user
Splash checks if phone number is registered, fetching owner status and shop details.
02 · Request OTP
9:41
Verify Phone
Enter your mobile number. We will send you a 4-digit verification code.
Mobile Number
+91 81099 57672
Send OTP
POST
/api/v1/auth/request-otp
Generates 4-digit OTP code and initiates real SMS delivery to user's phone.
03 · Verify OTP
9:41
Verify OTP
Enter the 4-digit verification code sent to +91 81099 57672.
Verification Code
Verify & Login
Resend Verification Code
POST
/api/v1/auth/verify-otp
Verifies submitted code, clear active OTP state and returns JWT authorization token.
Phase 2: Shop Setup & Switcher
04 · Setup Shop
9:41
Create Shop
Enter your shop profile details below.
Logo
Shop Name
Krishna Store
GSTIN Number (Optional)
27AAACS1429H1ZX
Business Type
Create Shop
POST
/api/v1/shops/create
Registers shop settings, links owner and dynamically updates user's active shop ID.
05 · Shop Settings
9:41
Shop Settings
View and edit shop branding configurations.
Registered Name
Krishna Store
City / Location
Anuppur
Billing Address
Main Market Road, Anuppur, MP
Save Configurations
GET
/api/v1/shops/{shopId}
Fetches complete shop profile, branding details, owner ID and registration configurations.
06 · Switch Shop
Switch shop
KS
Krishna Store
Retail · Anuppur
SK
SK Electronics
Wholesale · Kanpur
+ Add new shop
PUT
/api/v1/shops/{id}/update
Switches active shop context dynamically, changing ledger data instantly.
Phase 3: Customers Ledger & Book Keeping
07 · Dashboard
9:41
Owner Console,
Omprakash Gupta
Outstanding Balance
Rs. 24,500
12 customers pending
Recent Ledgers
GET
/api/v1/shops/{id}/customers
Fetches customer listing and live pending balance directly from database.
08 · Add Customer
9:41
Add Customer
Save address details and GSTIN structure.
Customer Name
Amit Kumar
Mobile Number
9958403891
Billing Address
Flat No. 102, Noida Sec 15
Save Customer
POST
/api/v1/customers/add
Adds customer details, converts addresses to JSON string, and initiates opening balance ledger.
09 · Customer Khata
‹Customers
AK
Amit Kumar
+91 99584 03891
GSTIN Registered
07AAAAA1111A1Z1
Opening Balance
Today, 10:30 AM
-Rs.1,200
+
GET
/api/v1/customers/{id}/transactions
Fetches complete historical ledger records and balance updates for specific customer.
Phase 4: Suppliers Ledger (Wholesalers)
10 · Add Supplier
9:41
Add Supplier
Register wholesaler details and addresses.
Supplier Name
Krishna Wholesalers
Mobile Number
9958403891
Shipping Address
Flat No. 504, Industrial Area
Save Supplier
POST
/api/v1/suppliers/add
Creates supplier records, saving GSTIN details and address configuration dynamically.
11 · Suppliers List
KW
Krishna Wholesalers
Due: Rs.25,000
Dues
GET
/api/v1/shops/{id}/suppliers
Fetches complete list of active suppliers and outstanding purchase dues.
12 · Supplier Entry
POST
/api/v1/transactions/supplier/add
Inserts stock purchase transaction, recalculates dues, and updates inventory indexes.
Phase 5: Staff & Team Management (Security & Access Control)
13 · Invite Staff
Krishna Store · Active Staff
+ Invite Cashier/Manager
POST
/api/v1/team/invite
Generates staff registration codes, roles limits, and triggers invite alerts.
14 · Staff Verification
9:41
Staff Verification
Enter invitation security credentials to link with owner's store database.
Staff Security Code
STF-9912-INV
Verify & Link
POST
/api/v1/team/verify-credentials
Validates staff security codes to dynamically assign permissions without owner passwords.
15 · Access Toggles
9:41
SK
Suresh Kumar
SMS alerts triggered to owner
Permissions Configuration
POST
/api/v1/team/deactivate
Enables owner to toggle staff permissions or deactivate staff members instantly.
Phase 6: Advanced Capabilities & Background Sync
16 · GST Invoice
9:41
Krishna Store
GSTIN: 27AAACS1429H1ZX
Customer GSTIN
07AAAAA1111A1Z1
GET
/api/v1/reports/export-email
Generates taxation bill, formats GST items, and triggers email delivery of PDF.
17 · OCR Bill scanner
9:41
Align invoice inside frame
Extracted Data
Rs. 25,000
POST
/api/v1/transactions/supplier/add
Uploads bill attachments (`photo_url`), extracts details via OCR, and records transaction.
18 · Local Database Sync
9:41
Offline Buffer
Saves transactions offline during network issues, syncing changes in background.
Pending buffer
3 transactions
POST
/api/v1/sync-transactions
Synchronizes locally queued offline changes when internet connectivity is restored.