Skip to main content
The application follows a 6-step workflow. Follow each step in order.

​
Step 1: Select Company

Choose the company from the dropdown menu. This dynamically updates the required file uploads based on that company’s SOP configuration.

​
Step 2: Location & Trade Type

​
Location
string
required
Enter the location name (e.g. Mumbai, Delhi). This string is applied uniformly to all rows in the output.
​
Trade Type
enum
Required for certain companies (e.g. Godrej, Sunpure). Options:
  • GT — General Trade
  • MT — Modern Trade
  • None
This affects the logic used to generate or parse document numbers during processing.

​
Step 3: Month / Year Filter

Select the Month and Year to filter records. Filter Rule: The app includes all records from January 1 of the selected year up to the last day of the selected month.
Selecting July 2024 captures invoices from Jan 1, 2024 → Jul 31, 2024. Records from August 2024 or any prior year are automatically excluded.

​
Step 4: Upload Input Files

Accepted formats: .xlsx, .xls, .csv
FileDescription
Bill DetailsCore transactional data (required)
B2B MasterParty metadata — used to fetch GSTIN from Party Code
Material MasterItem metadata — used to fetch HSN Code and HSN Description from Material Code
Uploaded files must contain all columns defined by the company’s SOP. A missing or misspelled column header will trigger a validation error listing the missing columns.

​
Step 5: Process & Preview

Click Process Files. The app will:
  1. Validate all inputs against the SOP
  2. Apply the month/year date filter
  3. Look up GSTIN for each party — parties not found are tagged UNREGISTERED (treated as B2C)
  4. Map HSN Codes to products from the Material Master
  5. Display a summary — Total Tax, B2B vs B2C row counts, Unique States, and any missing data warnings
Review the preview before downloading.

​
Step 6: Download Output

Click Download to export the fully standardized .xlsx file. If multiple document types are present (e.g. Tax Invoices and Credit Notes), the app provides separate download buttons for each split file.

​
Processing Modes

ModeDescription
Single ProcessingProcesses one company’s inputs for a specific location
State ConsolidationMerges multiple locations/companies for a state into one sheet, with Document Summaries (e.g. cancelled invoice counts)