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Frequently Asked Questions

Find answers to common questions

Getting Started

How do I sign up for VyapaarSaathi?

Click the "Sign Up" button on our website, enter your email and business details, and you can start your free trial immediately. No credit card required.

How long is the free trial?

Your free trial is 14 days with full access to all Pro features. After that, you can choose to upgrade to a paid plan or continue with the Free tier.

How do I add my team members?

Go to Settings > Team Members and invite them via email. You can set different roles like Admin, Manager, or Viewer based on your plan.

Can I import my existing customers?

Yes, you can import customer data via CSV file or manually add them one by one. We have an import guide in our documentation.

Orders & Invoicing

How do I create an order?

Navigate to Orders > New Order, select the customer, add items, set quantities, and click Create. You can also create bulk orders using our bulk import feature.

Can I send invoices directly to customers?

Yes, invoices are automatically generated and can be sent via email. Customers also have access to their invoices through the customer portal.

How do I track order status?

All orders show real-time status in the Orders dashboard. You can view order history, invoices, and payments for each order.

Can I customize invoice templates?

Yes, Pro and Enterprise plans allow full customization of invoice templates including colors, fields, and branding.

Payments & Billing

How do I track customer payments?

The Payments section shows all invoices and their payment status. You can mark payments manually or set up automatic payment reminders.

Can I set custom credit terms for customers?

Yes, you can set payment terms (Net 7, Net 30, etc.) for each customer. The system will automatically remind about due dates.

How do I change my subscription?

Go to Settings > Billing and you can upgrade or downgrade anytime. Changes take effect from your next billing cycle.

Do you offer annual billing?

Yes, annual plans are available at a 20% discount. Contact our sales team for details.

Inventory & Products

How do I add products to VyapaarSaathi?

Go to Products > New Product, enter details like name, SKU, price, and stock quantity. You can also bulk import products via CSV.

Can I manage multiple warehouses?

Yes, Pro and Enterprise plans support multiple warehouses. You can track inventory location-wise and transfer stock between warehouses.

How do low stock alerts work?

Set minimum stock levels for each product. When inventory drops below the threshold, you will get an alert.

Can I track product variants?

Yes, you can create products with variants like size, color, etc. Each variant has its own SKU and inventory tracking.

GST & Compliance

Does VyapaarSaathi calculate GST automatically?

Yes, GST is calculated automatically based on product HSN codes and customer location. All invoices are GST-compliant.

How do I file GSTR reports?

VyapaarSaathi provides ready-made GSTR reports. You can download them and file directly on the GST portal, or use our integration.

Is VyapaarSaathi compliant with Indian tax laws?

Yes, our system is fully compliant with GST, income tax, and other Indian tax regulations. We regularly update to reflect any changes.

Can I see my GST liability?

Yes, the Reports section shows detailed GST liability broken down by tax slab and period.

Technical Support

What payment methods do you accept?

We accept credit/debit cards, UPI, net banking, and corporate bank transfers for Enterprise plans.

Is my data secure?

Yes, all data is encrypted in transit and at rest. We use industry-standard security practices and regular security audits.

Do you backup data automatically?

Yes, automatic daily backups are taken. You can also manually export your data anytime.

Is there a mobile app?

VyapaarSaathi is fully mobile-responsive. We also have native iOS and Android apps for a better mobile experience.

More Resources

Explore our documentation and guides