💳 Introducing PhonePe & Paytm POS API Integration

Experience fluid, secure, and fully automated digital payments with PhonePe and Paytm POS device integration in Billees V4.

This powerful integration enables automatic transaction reconciliation, eliminates manual entry errors, and gives you complete control over cash and digital collections. Every payment made on the POS device is instantly reflected inside Billees — ensuring accurate books at all times.

(PhonePe POS Integration Screens)

🔹 Key Highlights:

• ✅ Direct POS Device Trigger from Billees tender screen
• 🔄 Automatic Payment Reconciliation – No manual matching required
• 📊 Accurate Cash & Digital Count Control
• ⚡ Faster Checkout Experience with instant confirmation
• 🔐 Secure API-Based Integration
• 🏪 Supports Multiple Devices per store

Whether you're handling high-volume retail billing or fast-paced counter sales, this integration ensures zero confusion and maximum efficiency.

🛠️ How to Setup – PhonePe POS

Step 1: Purchase Device & Get API Credentials

If you wish to purchase a new PhonePe POS device, register your request using the link below. In the column "Name of POS Billing Software", enter: Billees Technologies Private Limited.

👉 https://phonepe.my.salesforce-sites.com/MerchantAggregator

The PhonePe team will contact you to complete onboarding and issue your API credentials required for Billees integration.

Step 2: Create Payment Processor Account in Billees

1. Click on Bank Accounts tile on Home Screen
2. Select Add New Account → Payment Processor
3. Under Account Name, type: "PhonePe | POS1" (or your preferred device name)
4. Select API as: PhonePe POS Device
5. Fill remaining details and Save

Step 3: One-Time Device Linking

1. Go to Sales Screen → Tender
2. Select "PhonePe | POS1"
3. In the popup window, click the ⚙️ Gear Icon (top-right corner)
4. Enter the PhonePe API credentials provided by PhonePe
5. Save & complete setup

🎉 Once configured, you are ready to collect payments directly through the POS device — fully integrated with Billees.

🛠️ Paytm POS Setup

The setup process for Paytm POS is similar. You must contact the Paytm team to obtain:

• POS Device
• API Credentials

After receiving credentials, create a separate Payment Processor Account in Billees for each Paytm device.

💡 Note: If you are using multiple POS devices, create a separate Payment Processor account for each device to ensure accurate reconciliation.

📦 Introducing True Multi-UOM Inventory Management

Billees V4 introduces a powerful and truly flexible Multi-Unit of Measure (Multi-UOM) system — designed to make inventory management across different quantities and packaging formats incredibly simple.

Whether you purchase in bulk and sell in smaller quantities, or manage multiple packaging volumes of the same product, Billees now handles it seamlessly with clarity and control.

(Screenshot: Managing Multiple UOM Variants in Billees)

🔹 Key Highlights:

• ✅ Define UOM Variants Once and reuse them across similar SKU’s
• 🔁 Centralized Mapping for consistent unit handling across products
• 💰 Manual Price Definition at Purchase for each UOM variant for better price control across volumes
• 🛒 Easy Selling in Multiple UOM Volumes directly from the billing screen
• ⌨️ New "/u" Command in Barcode Shortcut to instantly change UOM during sales entry
• 📦 Accurate Stock Tracking regardless of purchase or sales unit

The newly introduced /u command can be used in the Barcode Shortcut column during billing to quickly switch between available UOM variants — making counter sales even faster without navigating away from the sales screen.

This feature ensures that retailers can confidently buy in bulk, sell in flexible quantities, and maintain precise stock accuracy — without complicated conversions or manual calculations.

🛠️ How It Works

Billees allows you to define UOM variants centrally and map them to applicable SKU’s. During purchase, you can specify pricing per UOM variant, ensuring complete cost visibility.

1. Create UOM Variants (e.g., Box, Pack, Piece, Kg, Gram)
2. Map variants to relevant SKU’s
3. Define purchase price separately for each variant
4. Use the /u command during sales to switch UOM instantly

With Multi-UOM in Billees V4, inventory flexibility meets operational simplicity.

🏷️ Introducing Dual Pricing – Wholesale & Retail

For businesses operating in a Wholesale + Retail combined model, remembering and managing separate pricing structures can be challenging.

Billees V4 simplifies this process by allowing you to define both Retail Price and Wholesale Price at the time of purchase — and instantly choose the desired price level during sales billing.

🔹 Key Highlights:

• ✅ Capture Retail & Wholesale Prices at the time of purchase
• 🔄 Instantly switch between Retail or Wholesale pricing at sales
• 👥 Preset pricing level for specific Customers or Customer Groups
• ⚡ Automatic billing at correct price without manual corrections
• 📊 Better control over margins across different customer segments

This feature eliminates pricing confusion at the counter and ensures accurate billing for every customer type — retail buyers or wholesale traders.

🛠️ How to Setup

1. Enable the Wholesale Pricing Feature in Dev Settings
2. Navigate to Organization Settings → Outward → Sales
3. Set Price Rule to "Default"
4. During Sales, select Price Level → Wholesale to bill at WS price
5. Optionally preset Wholesale as default pricing in Customer Master or Customer Group Master

Once configured, Billees will automatically bill customers at their assigned price level — making hybrid wholesale-retail operations smooth and error-free.

🧩 Enhanced Matrix / Variant SKU Management

Billees is already known for one of the most powerful and simplified Variant (Matrix) SKU management systems — especially for Garments, Footwear, and Fashion business verticals.

With Billees V4, we introduce an important productivity enhancement: a new "Add Size" button that allows you to instantly create and attach a new size to an existing matrix item — without navigating through multiple configuration screens.

(Screenshot: Adding New Size Instantly in Matrix SKU)

🔹 Key Highlights:

• ✅ Advanced Matrix-Based Variant Handling for Size / Color combinations
• ➕ New "Add Size" Button for instant size creation during purchase
• ⚡ Reduced navigation between multiple setup screens
• 🛒 Faster purchase entry for fashion and garment businesses
• 📦 Accurate stock tracking for each size and variant

This enhancement significantly reduces time during purchase entry — especially when new sizes arrive unexpectedly from suppliers.

🛠️ How It Helps

Instead of leaving the purchase screen to configure a new size variant, you can now add it instantly with a single click. The system automatically updates the matrix structure and makes the new size available immediately for stock entry and billing.

Billees V4 continues to make fashion inventory management faster, smarter, and more intuitive.

🔐 Serialized Inventory – Now with Full Flexibility

Billees has long supported Serialized Inventory Management, enabling businesses to track individual units using unique serial numbers.

However, in previous versions, once a serialized item was sold, the related purchase transaction became locked — restricting users from making any corrections or adjustments if required.

With Billees V4, this limitation has been completely removed. You now have the flexibility to modify purchase entries even if serialized units from that transaction have already been sold.

🔹 What’s Improved:

• ✅ Modify purchase entries even after serialized items are sold
• 🧾 Easier compliance with GST return corrections
• ✏️ Correct data entry mistakes without operational restrictions
• 🔄 Improved transaction flexibility without affecting serial traceability
• 📦 More confidence in adopting serialized inventory workflows

This enhancement removes operational bottlenecks and ensures that businesses can confidently use serialized inventory without fear of being locked out of critical purchase data corrections.

🛠️ Why This Matters

In real-world retail scenarios, corrections may be required due to GST filing adjustments, supplier invoice updates, or simple human error. Billees V4 ensures that compliance and flexibility go hand-in-hand — without compromising traceability.

Serialized inventory in Billees is now not just powerful — but practical and user-friendly.

⚖️ Weight Scale QR-Based Billing

Designed especially for Sweet Shops, Bakeries, Dry Fruit Counters, and Bulk Food Retailers, Billees V4 introduces a powerful QR-based Weight Scale Billing workflow.

This feature allows weighing counters to complete up to 80% of the billing process before the customer even reaches the cashier — dramatically reducing billing time and improving queue management.

🔹 How It Works:

1. At the sweet counter, staff places the box on the weighing scale.
2. Enter the SKU Code and capture the weight.
3. Repeat the same for all items purchased by the customer.
4. The scale prints a QR Code containing SKU codes and weights (separated by ";").
5. Customer brings the QR slip to the cashier.
6. Cashier scans the QR code.
7. Billees automatically extracts SKU + Weight, fetches price from database, and adds items directly to cart.
8. Invoice is finalized instantly.

🔹 Key Highlights:

• ⚡ Faster checkout with minimal manual entry
• 📦 Accurate weight-based billing
• 🔍 Automatic SKU and price retrieval
• 🧾 Reduces cashier workload by up to 80%
• 🚶‍♂️ Improved customer flow during peak hours

🔌 Supported Devices

• CAS CL-5200
• CAS CL-7200
• Essae SI-810 LPR
• Other similar QR-enabled weighing scale models

🛠️ How to Setup

For complete configuration steps including label format, scale communication setup, and QR mapping inside Billees, please refer to the official setup guide:

👉 https://updates.billees.com/helpdocs/labelweightscale.html

Once configured, your weighing counter and billing counter will work in perfect sync — delivering a smooth, fast, and professional checkout experience.

📥 Enhanced Import – Multi-Barcode Mapping (Without Inventory)

In real-world retail — especially in FMCG businesses — products frequently arrive with new EAN / Barcode numbers due to MRP revisions, manufacturer unit changes, or packaging updates.

Since Billees already supports multiple barcode mapping for a single SKU, V4 now introduces a powerful enhancement — a dedicated Excel Import Template to import additional barcodes without affecting inventory (opening stock).

🔹 Key Highlights:

• ✅ Import multiple barcodes for a single SKU via Excel
• 🔁 No impact on existing stock quantities
• 📦 Ideal for FMCG MRP or packaging changes
• ⚡ Bulk mapping saves manual entry time
• 🔍 All mapped barcodes work seamlessly during billing

This ensures that when suppliers send the same product with a new barcode, you can quickly map it to the existing SKU — without creating duplicates or disturbing inventory data.

🛠️ How It Helps

Instead of manually editing SKU masters one by one, simply use the new Multi-Barcode Import Template, upload the Excel file, and let Billees handle the mapping instantly.

Billees V4 makes high-volume barcode management faster, cleaner, and more efficient for modern retail environments.

📄 Sales Order & Quotation – Clone / Copy to New

Creating repeat orders or similar quotations is now faster than ever. Billees V4 introduces a convenient Clone / Copy to New feature for Sales Orders and Quotations.

Instead of recreating documents manually, you can now duplicate an existing Sales Order or Quotation and modify it as needed — saving time and reducing entry errors.

🔹 Key Highlights:

• ✅ Instantly duplicate existing Sales Orders or Quotations
• ⚡ Save time for repeat customer transactions
• ✏️ Modify quantities, prices, or items before saving
• 📦 Ideal for wholesale & recurring business orders
• 🧾 Reduces manual entry mistakes

🛠️ How to Use

1. Search and select the required Sales Order / Quotation from Search, Transaction List, or Reports.
2. Open the document in the Document View (DocView) Screen.
3. Click the three-dots menu (⋮) located at the top-right corner.
4. Select Clone / Copy.
5. The system creates a new editable document with the same details.

With this feature, Billees V4 improves workflow efficiency and makes handling repeat transactions effortless.

📊 Price Level Prediction & Instant Rule Editing

If you are using Price Levels in Billees, this feature is built for you. You already define pricing rules (like Retail and Wholesale) with formulas for each SKU.

But what happens when you're billing a retail customer and during negotiation you quickly want to check the Wholesale price — without changing the current billing mode?

In previous versions, this was not possible without switching screens. Billees V4 now introduces powerful shortcut-based Price Level Prediction directly at the line item level.

🔹 What’s New:

• ⌨️ Alt + J – Instantly predict price from another price level for the selected line item
• ⚡ No need to change billing mode or navigate away
• 🧮 Automatically calculates based on defined price level formulas
• ✏️ Alt + Shift + J – Edit price level formulas for the selected item instantly
• 🚀 Update pricing rules without leaving the sales screen

This allows you to quickly respond during customer negotiation — compare pricing levels in real-time and make confident decisions without disrupting the billing flow.

🛠️ How It Helps

During retail billing, if a customer asks for a better rate:

1. Select the line item.
2. Press Alt + J to preview price from another price level.
3. If adjustments are needed, press Alt + Shift + J to modify formula rules.
4. Continue billing seamlessly.

Billees V4 ensures that pricing flexibility, negotiation power, and operational speed work together — saving time and improving margin control.

⚡ Sales Screen – Productivity Enhancements

Billees V4 brings several powerful improvements to the Sales Screen — making daily billing faster, smarter, and more efficient for owner-managed and high-volume retail businesses.

These enhancements reduce navigation, eliminate repetitive steps, and give you more control directly from the billing interface.

🔹 What’s Improved:

• 💰 Direct Permanent Price Update (Alt + E)
  Previously, updating an item's selling price permanently required navigating to a separate price update screen. Now, simply:
  • Select the item and add it to cart
  • Edit the price directly in the sales screen
  • Press Alt + E to update the new price in Inventory Master
  Saves valuable time for small business owners.
• 📜 Product Inward Transaction History (Alt + Y)
  Want to check inward transactions of an item?
  • Select the item and add it to cart
  • Press Alt + Y
  • View Inward history
  Make smarter pricing and negotiation decisions instantly.
• ⌨️ Barcode Column Shortcut – /u
  Use /u in the barcode column to instantly change the UOM of the recently added item — without leaving the sales screen.
• 📊 SmartPrice Screen Enhancements (Alt + M)
  The SmartPrice screen helps you analyze selling prices across different profit margins. In V4:
  • Customize columns (hide/show)
  • Rearrange column positions
  • Save layout preferences
  Now pricing analysis is more flexible and personalized.

With these improvements, Billees V4 makes the Sales Screen not just a billing tool — but a powerful command center for pricing, history tracking, and inventory control.

🖥️ Touch POS Screen – Now Supports Lower Resolution Displays

The All-New Touch POS Interface in Billees V4 is now optimized to support lower resolution screens such as 1024 × 768.

Many small and medium retailers continue to use compact POS terminals and legacy touch monitors. With this enhancement, Billees ensures smooth usability without requiring hardware upgrades.

🔹 What’s Improved:

• 📺 Optimized layout for 1024 × 768 resolution screens
• 🖱️ Proper alignment of item grid, cart, and action buttons
• 📦 No overlapping UI elements on smaller displays
• ⚡ Smooth and responsive touch interactions
• 💰 No need to upgrade hardware for compatibility

This update ensures that even businesses using entry-level or older POS terminals can enjoy the modern Touch POS experience without compromise.

Billees V4 continues to combine modern design with practical real-world hardware support.

⏳ Manage Expired Inventory Instantly

If you are using Expiry Tracking in your inventory, this feature is designed especially for you.

It is common for products with expiry tracking to reach their expiry date as mentioned on the packaging label. When you have a long list of expired items, manually identifying and adjusting them can be time-consuming.

Billees V4 introduces a smart shortcut to instantly load all expired items into the Stock Adjustment screen for quick clearance.

🔹 How It Works:

1. Open the Stock Adjustment screen.
2. In the Barcode Column, type /EXP.
3. The system automatically loads all expired items.
4. Adjust quantities as required (damage, disposal, clearance, etc.).
5. Save to instantly update your inventory.

🔹 Key Benefits:

• ⚡ Instantly identify all expired inventory
• 🧾 Quick bulk stock adjustment
• 📦 Maintain accurate stock records
• ⏱️ Saves significant operational time
• 🏥 Ideal for Pharma, FMCG & Food Retail

With the /EXP command, managing expired inventory becomes effortless — keeping your stock clean, compliant, and accurate.

🥗 Nutrition Information Management & Label Printing

In today’s regulatory environment, it is essential for businesses manufacturing or packing food products to display Nutrition Information on product labels.

To support compliance and professional packaging standards, Billees V4 introduces a dedicated Nutrition Master to capture and manage nutritional data for each product.

🔹 Key Highlights:

• 🥗 Dedicated Nutrition Data Master for each product
• ⌨️ Quick access using Alt + N shortcut
• 📋 Clone Nutrition Data from similar products using Alt + F
• 🏷️ Nutrition attributes available in Barcode Label Templates
• 📦 Ideal for packaged food & in-house manufacturing units
• 🧾 Supports regulatory compliance and professional labeling

🛠️ How to Access Nutrition Master

You can access and manage nutrition data in two convenient ways:

1. Go to Product Bulk Update Screen and press Alt + N from the item list. The system will open the Nutrition Master for add/edit.
2. In any Inventory Transaction → Product Search Window, select the product and press Alt + N to add or update nutritional data instantly.

🔄 Copy Nutrition Data from Similar Product

If multiple products share similar nutritional values (for example, different flavors or pack sizes), you can quickly duplicate data:

1. Open the Nutrition Master (Alt + N).
2. Press Alt + F.
3. Search and select the source product.
4. The system clones the nutrition data instantly.

This significantly reduces repetitive data entry and ensures consistency across similar product variants.

🖨️ Printing Nutrition on Labels

The captured nutrition information can be printed directly on Product Barcode Labels.

Simply design or modify your Barcode Print Template and use the available nutrition attributes to build a compliant and professional product label layout.

With this feature, Billees V4 helps food businesses maintain transparency, regulatory alignment, and brand credibility.

🖨️ Printing Template Enhancements

Billees V4 introduces important improvements to the Printing Template Engine, giving businesses more control over invoice formatting, KOT behavior, and field customization.

These enhancements improve operational clarity at billing counters, kitchen counters, and during customer segmentation.

🔹 What’s New:

• 👥 Customer Category Field Added
  Now you can print the Customer Category directly on invoices — useful for wholesale, VIP, corporate, or segmented customers.
• 🍽️ Enhanced KOT (Kitchen Order Ticket) Print Options
  Flexible printing behavior based on business needs:
  • 0 – Off (No KOT Printing)
  • 1 – Always Print Invoice + KOT
  • 2 – Auto Mode (Print KOT / Invoice based on item configuration)
  • 3 – Print KOT and Ask Before Printing Invoice
• 🔢 SKU / Item Name Count Field Added
  Display the total number of unique SKU / item lines directly in the print template.
• 📦 TotalQty – Direct Field Added
  A dedicated field to print the total quantity of all items in the invoice.

These enhancements provide greater flexibility for restaurants, sweet shops, QSR models, and high-volume retail businesses — ensuring print formats align perfectly with operational workflows.

🛠️ System Maintenance & Performance Tools

Billees V4 introduces enhanced System Maintenance Utilities to ensure database safety, optimal performance, and long-term stability for growing retail environments.

These tools work silently in the background — keeping your system healthy without disrupting daily operations.

🔹 What’s Included:

• 💾 Smart Incremental Auto Database Backup
  Automatically performs incremental backups (10 min interval) without causing performance lag during working hours.
  • Backup location: \auto-backup folder
  • Designed to minimize system load
  • Ensures continuous data safety
  Note: It is highly recommended to take manual backups periodically and store them in external drives for maximum data protection.
• ⚙️ Optimize Database Tool
  Available for support teams in Dev Settings. This utility helps optimize growing databases to improve performance, reduce fragmentation, and maintain system speed.
• 🧹 Auto Sync Log Cleanup
  The system automatically cleans up synchronization logs every Monday between 6:00 AM and 11:00 AM to prevent unnecessary storage buildup.

With these maintenance enhancements, Billees V4 ensures that your system remains fast, secure, and reliable — even as your database grows over time.