B2B Operations overview

B2B POS

The B2B POS (Business-to-Business Point of Sale) page is used to create and manage orders for your bulk customers, distributors, franchise partners, or industrial buyers. It is designed for fast entry, custom pricing, and smooth order creation across different store locations.

What this page is used for

This screen allows you to select a customer (party), choose items, apply their special prices/discounts, and build an order that can later be printed or sent to production via the Token system.

1. Select & Search Party

Before adding items, you must choose the B2B customer. The search bar allows you to quickly find parties by name or business.

• Use Add New Party if the customer is not already in your database.
• Once selected, their custom pricing, tax settings, and discount rules automatically apply to the order.

2. Search & Select Items

Use the Item Search bar to filter through your menu or product list. Items can be browsed by categories to speed up selection.

• Each item card shows its B2B price, stock status, and unit.
• Click Add to Order to include the product in the current order.
• Quantities can be adjusted inside the order summary on the right.

3. Current Order Panel

The right side shows a live preview of the order you are building. This includes:

• Selected items with their quantities and final pricing.
• Total amount (auto-calculated).
• Optional delivery charge and order notes.
• The customer name for confirmation.

If no party is selected, the panel will remain locked to prevent errors.

4. Actions you can perform

• Submit Order – Creates the B2B order and sends it to Order Tickets / Tokens for preparation.
• Clear – Reset the entire order and start again.
• Edit Items – Modify quantities or remove items easily.

5. Special Features of B2B POS

• Custom Pricing – Every party can have its own item price list.
• Saved Orders – Incomplete orders can be saved and resumed later.
• Stock-Aware – Items show “In Stock” or “Backorder” status.
• Fast Category Browsing – Helps large catalogs load faster.

How new users should use this page

1. Select the customer (party) first.
2. Search for items or use categories to browse.
3. Add items to the order and adjust quantities.
4. Review total, add notes, delivery charges if needed.
5. Press Submit Order to send it to the Token/Production team.

This screen is optimized for speed, accuracy, and bulk order handling. It ensures your B2B customers receive correct pricing, quantities, and professionally handled order processing.

Order Tickets

The Order Tickets page is a real-time dashboard that shows all the orders that are currently pending in your business. It is mainly used by the kitchen, production, packing, or dispatch teams to track what needs to be prepared next.

What this page is for

This screen acts like a “live order board”. Whenever an order is created from B2B POS or QR/PMT ordering, it automatically appears here so your staff can prepare items without needing to open the POS screen.

Top summary metrics

• Pending Orders – number of orders waiting to be completed.
• Total Items – total quantity of products in all pending orders.
• Avg Preparation Time – how long orders usually take to finish.
• Completed Today – orders marked as done today.

These help your team understand workload, speed, and performance at a glance.

Understanding each order card

Each card on this page represents one order. A card usually shows:

• The unique order number.
• The customer name or order channel.
• The order's current status (e.g., Pending).
• The ordered items and quantities.
• Any special notes added by the customer or staff.

Actions your team can take

• Edit – modify the order before preparation starts.
• Complete – mark the order as finished once prepared.
• Cancel – use if the order is withdrawn or invalid.

How new users should use this page

1. Keep this page open while preparing orders.
2. Enable Auto Refresh so new orders appear instantly.
3. Check each order card for items and special notes.
4. Prepare the order and press Complete once finished.
5. Use Fullscreen mode for kitchen/production screens.

This page ensures the production team always knows what to prepare next, improving speed, accuracy, and coordination across your business.

B2B Parties

The B2B Parties page is where you manage your business customers, distributors, franchise partners, and any buyers who purchase from you in bulk. Each party can have its own contact details, outstanding balance, order history, and custom price list.

What this page is used for

This screen acts as your B2B customer directory. Every order placed in B2B POS is linked to one of these parties, which makes tracking payments, pricing, and order history much easier.

Search and Filters

You can quickly find a customer using:

• Name of the customer
• Business name
• Email address

Use Search to filter the list or Reset to show all customers.

Add New Party

Click Add New Party when a new customer wants to purchase from you. You can enter their name, business details, email, phone number, and any other information needed for billing or delivery.

Understanding the Party List

Each row in the table represents one B2B customer and includes:

• Party Details – Name and business identity.
• Contact Information – Email and phone (if available).
• Balance – Amount the party currently owes you.
• Orders – the total number of B2B orders placed by that party.
• Custom Pricing – Special item rates you’ve assigned to this customer.
• Actions – Options to view, edit, or delete the party.

Party Balance

The balance column helps you keep track of pending payments. A positive balance means the customer still has unpaid amounts from previous orders.

Order History

Clicking the Orders badge opens a list of all B2B POS orders placed by that party. This helps you check their order frequency, volume, and pending or completed orders.

Custom Pricing

Different customers may get different prices based on business agreements. Clicking the Custom Pricing badge allows you to set:

• Special item prices for that party
• Bulk discounts
• Any unique pricing rules they follow

Actions

• View – See all details of the party.
• Edit – Update their contact details, pricing, or business information.
• Delete – Remove the party from your system (cannot be undone).

How new users should use this page

1. Add your regular B2B customers using Add New Party.
2. Update their contact details and GST/business info.
3. Assign custom prices if the customer has negotiated rates.
4. Check balances regularly to know which parties owe payments.
5. Open the Orders list to understand customer buying patterns.

This page gives you a complete overview of all your business customers and helps keep your B2B operations organized, reliable, and professional.

Orders

The Orders page gives you a complete view of all B2B orders created in your system. It is used to track daily sales, check order details, monitor payments, and download reports for accounting or reconciliation.

What this page is used for

This page is your main reporting area for order history. Whether you want to see what orders were placed today, last week, or within a custom date range, all information is available here in one place.

Filtering Orders

Use the filters at the top to refine your results:

• Start Date – beginning of the reporting period.
• End Date – end of the reporting period.
• Status – view specific types of orders such as Completed, Pending, or Cancelled.

After selecting your filters, click Filter. Click Reset to clear the filters and show all orders.

Quick Actions

• New Order – Opens B2B POS so you can create a fresh order.
• Export Excel – Downloads an Excel report of all filtered orders for accounting, GST filing, or internal analysis.

Understanding the Orders Table

Once orders appear, the table will show one row per order. Each row contains:

• Order # – the unique system-generated order ID.
• Party – the customer who placed the order.
• Date – when the order was created.
• Items – number of items in that order.
• Subtotal – amount before taxes.
• Tax Breakdown – CGST/SGST/IGST applied to the order.
• Total (incl. tax) – final order amount payable.
• Status – Pending, Completed, Cancelled, etc.
• Payment – shows if payment is collected, pending, or partially paid.
• Actions – View, edit, or download the invoice for that order.

If no orders are found

You will see a message like “No orders found”. This usually means:

• The selected filters don’t match any orders.
• No orders were placed in that date range.
• You may need to try resetting the filters.

How new users should use this page

1. Select a date range to view daily or weekly sales.
2. Filter by status to find completed or pending orders.
3. Use Export Excel for monthly reporting or accountant use.
4. Click New Order if you need to quickly create a fresh order.
5. Open individual orders to check details or download invoices.

This page is essential for understanding your business activity, tracking performance across customers, and managing billing and payment follow-ups.

B2B Analytics Dashboard

The B2B Analytics Dashboard gives you a complete visual overview of your business performance. It shows revenue, customer activity, top-selling products, outstanding payments, and sales trends — all in one place. This dashboard helps business owners make data-driven decisions quickly.

Date Range Filters

Choose a start and end date to generate analytics for a specific period. Click Update to refresh all charts and metrics.

Key Metrics Overview

The top section displays four important business KPIs:

• Total Revenue – Total amount earned from B2B orders in the selected period.
• Average Order Value – How much customers spend on average per order.
• Outstanding Amount – Pending payments that customers still owe.
• Active Parties – Number of customers who placed at least one order.

These KPIs immediately tell you how your business is performing financially and operationally.

Daily Sales Trends

This chart shows how your sales change day by day. It helps you understand:

• Which days are slow or busy.
• How promotions or weather affects sales.
• If your business is growing or declining over time.

Top Products by Revenue

This bar chart highlights your best-performing items. It helps you identify:

• Which items contribute most to revenue.
• What products customers prefer.
• Which items to stock more often.

Top Parties by Revenue

This chart shows which customers drive the highest revenue. It helps you:

• Identify your most valuable clients.
• Plan loyalty or discount programs.
• Understand who to prioritize for faster service.

Monthly Trends

This combined chart shows month-wise revenue and order count. It helps you monitor:

• Seasonal peaks or slowdowns.
• Long-term business movement.
• Impact of new product launches or pricing changes.

Order Status Distribution

The doughnut chart shows the proportion of orders that are:

• Completed
• Pending
• Cancelled

This is useful for understanding operational efficiency and customer satisfaction.

How new users should use this dashboard

1. Select a date range based on the report you want.
2. Click Update to refresh the dashboard.
3. Check Total Revenue and Outstanding Amount to understand financial status.
4. Review Daily Sales Trends to see performance fluctuations.
5. Use Top Products & Top Parties charts to plan inventory and promotions.
6. Look at Order Status Distribution to spot operational issues.

The Analytics Dashboard helps you make smarter decisions by visualizing key patterns in your B2B business. Use it daily or weekly to monitor growth, performance, and customer activity.

Expenses & Ledger

The Expenses & Ledger page is your financial logbook inside Tabzy. It tracks all money coming in (credits) and going out (debits) so you can clearly see cashflow, profit and spending patterns without maintaining a separate Excel file.

What this page is used for

This screen combines sales-related entries (like payments received for B2B orders) with your manual expense entries (like rent, packing material, transport, etc.). It gives you a single place to review all transactions and reconcile with cash or bank balances.

1. Summary at the top

The four cards at the top quickly show your financial position:

• Total Credit – total money received (inflows). Also shows credit for the last 7 days.
• Total Debit – total money spent (outflows). Also shows debit for the last 7 days.
• Net Balance – calculated as Credit – Debit. Positive value indicates profit; negative indicates overspending.
• Transactions – count of all ledger entries, split into auto (system generated) and manual.

2. Transaction Trends (Last 30 Days)

The line chart below shows how credits and debits move over the last 30 days. It helps you answer questions like:

• Are we consistently earning more than we spend?
• Which days or weeks saw unusual spikes in expense?
• Is cashflow stable or very up-and-down?

3. Top Expense Categories

This card shows which categories take the largest share of your spending (for example: Sales, Transport, Packaging, Rent).

When no categorized expenses exist yet, you will see a neutral state saying “No categories yet”. As soon as you start tagging expenses with categories, this area becomes a powerful cost-control summary.

4. Filters for the ledger

Above the transaction table you can narrow down what you are looking at:

• Type – view All, only Credit entries, or only Debit entries.
• Category – show only transactions under a specific label (for example “Sales”, “Delivery”, “Office Expenses”).
• Search – type part of a description or note (e.g. “rent”, “payment for order”) to quickly find matching entries.
• Clear Filters – reset everything back to the full ledger view.

5. Transaction table

Every row in the table represents one ledger entry. For each row you can see:

• Date & time – when the transaction was recorded.
• Description – short text like “Payment for order …” or “Office rent”.
• Type – clearly marked as CREDIT (money in) or DEBIT (money out).
• Payment Mode – Cash, UPI, Bank, etc.
• Category – expense or income group, if assigned.
• Amount – displayed in green for credits and red for debits.

Some rows show a small Auto tag – these are generated automatically by Tabzy (for example when a B2B order payment is recorded).

6. Adding manual transactions

Click Add Transaction in the top-right to manually record income or expenses that are not directly linked to a POS order.

• Choose Credit when money comes in (for example deposits, other income, adjustments).
• Choose Debit when money goes out (rent, salaries, supplier payments, petty cash, etc.).
• Fill in payment mode, category and a clear description so that future audits are easy.

7. Auto-generated transactions

Whenever certain actions happen in other modules (for example, a B2B order is marked as paid), Tabzy can automatically add matching ledger entries. These are shown as Auto type transactions so you can distinguish them from manual entries, but they still participate in totals, trends and balances.

How new users should use this page

1. Open the page at the end of the day to review all credits and debits.
2. Add missing expenses such as rent, fuel, packaging or salaries using Add Transaction.
3. Use filters to focus on a specific category or only debits while analysing costs.
4. Check the Net Balance to understand overall profit or loss for the period.
5. Compare the ledger with your cash box or bank statement for reconciliation.

By consistently using the Expenses & Ledger screen, you get a clear picture of how money moves through your business, making accounting, decision-making and tax preparation much simpler.