# Orbizo — Product Documentation

**Run business operations on one backbone.**

Orbizo is an AI-native ERP built for India's MSME businesses — shopkeepers, distributors, and small manufacturers. It replaces the four-tool stack (Tally + Excel + WhatsApp + paper bills) with a single tenant where every sale at the counter writes the journal, moves the stock, files the GST line, and refreshes the customer's loyalty — atomically.

> Hosted and sold by **Innotechwise Pvt Ltd**.

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## 1. The problem Orbizo exists to solve

Indian MSMEs typically run their business across **four disconnected tools**:

| Tool | What it owns | What it doesn't |
|------|-------------|-----------------|
| Tally | Books, GST returns | Live shop-floor sales, loyalty, customer behaviour |
| Excel | Stock counts, basic MIS | Real-time inventory moves, batch / expiry tracking |
| WhatsApp | Customer chat, order screenshots, payment reminders | Structured ledger, audit trail |
| Paper bills | Counter sales, cash collection | Anything searchable, anything reconcilable |

The cost: **~22 hours per owner per month** lost to reconciling these tools, plus 3–4 working days every month on the GSTR-1 / 3B push.

Orbizo collapses these four tools into one tenant. Everything else in this document explains how.

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## 2. Who Orbizo is for

- **Single-shop retailers** doing ₹50 lakh – ₹5 crore / year — the Starter tier.
- **Multi-location retailers and distributors** doing ₹5 crore – ₹50 crore / year — the Growth tier.
- **Small manufacturers and franchise chains** with 100+ users — the Enterprise tier (custom).

If you're already on Tally and using Excel + WhatsApp for the rest, Orbizo is built to replace exactly that stack.

---

## 3. The modules

Orbizo ships with **18 modules** on a single tenant. They are grouped into six functional pillars.

### 3.1 Home — the morning glance

The Home dashboard is the first screen every user lands on. It surfaces:

- **Today at a glance** — to-collect vs collected, bills count, items count.
- **Money to Collect** — open bills needing follow-up.
- **Stock Attention** — items at or below the re-order level.
- **Capture Queue** — bills or receipts waiting on confirmation.
- **Four primary actions** — POS Receipt · Create Document · Record Receipt · Speak & Work.
- **Page Layout** — every owner customises the home screen (show / minimise / reset). Orbizo remembers it per user.

![Home dashboard](../Images/Dash1.png)

### 3.2 POS Counter — the entry that doubles as ERP

The Orbizo POS Counter is the workflow most India MSMEs already know — scan an item, capture the customer, print the bill. The difference: every counter sale writes the journal, moves the stock, files the GST line, and refreshes the loyalty in the same transaction.

**Counter workflow:**

1. Scan barcode or type item code / partial name.
2. Type a phone number — Orbizo finds the loyalty account; otherwise creates a walk-in.
3. GST / HSN / discounts auto-applied from the item master.
4. **Bill + Print** — thermal print, PDF, or share via WhatsApp.

![POS Counter](../Images/POS1.png)

**POS History** is the audit view — all POS sales, PayTM transactions, failed PayTM attempts, refunds, returns, and payment references.

![POS History](../Images/POS2.png)

### 3.3 Parties — Customers, Suppliers, Loyalty

Every party (customer, supplier, employee) is ledgered. Live balance, last paid, last bill, last visit — the four numbers a shopkeeper actually asks for.

![Customers worklist](../Images/Customer1.png)

**Loyalty** is on by default — earn rules per item, redemption at counter, optional owner-bonus pool, expiry ledger. The shop-owner view flags **inactive top loyalty customers** so the owner can nudge them with a WhatsApp message in one tap.

![Loyalty](../Images/Customer2.png)

**Suppliers** carry GSTIN / tax IDs and a full purchase ledger.

![Suppliers worklist](../Images/Supplier1.png)

### 3.4 Items, Stock & Spaces

The **Item Setup** module is the canonical master — code, HSN, GST rate, unit of measure, re-order level, batch / serial settings.

**Stock** is the operational view: add item, receive stock, issue stock, stock-in / stock-out history.

![Stock](../Images/Item1.png)

**Spaces** is Orbizo's physical-inventory model. Track facility → area / section → shelf / bin / slot, with storage type (ambient, cold-chain). Spaces supports:

- **Scan space photo** — Orbizo recognises a shelf from a phone photo and offers it as the put-away destination.
- **Batch / lot / expiry** tracking — Orbizo's expiry cron flags ageing batches every 02:00 UTC.

![Spaces](../Images/Spaces-WH1.png)

### 3.5 Sales & Purchase

A full **Order-to-Cash + Procure-to-Pay** chain on one worklist.

**Sales Worklist** — quotations, sales orders, bills. Convert with a click. Each row supports View, Edit, Invoice, Delivery, Issue, Share, Duplicate, Cancel.

![Sales Worklist](../Images/Sales1.png)

**Packing & Delivery** — pack unit, dispatch, delivered states, bound to the order. Print labels, share to the rider.

![Packing & Delivery](../Images/Pack1.png)

**Purchase** — purchase orders, receive, check invoice. Three-way match before posting.

![Purchase](../Images/Purchase1.png)

### 3.6 Cash & Reports

Accounting in Orbizo is **auto-posted** from operational entries — no second entry.

**Business Health Score** — a 0–100 dial combining collection efficiency, gross margin, expense ratio, and stock turn. One number to track.

![Accounting overview](../Images/Account1.png)

**Reports Pack** — Sale Report · Purchase Report · Day Book · Profit & Loss · Cash Flow · All Transactions · Trial Balance · Balance Sheet · Party Statement.

![Reports pack](../Images/Account2.png)

**Targets & Budgets** — set expected volume / value targets per area (sales, procurement, freight, expenses, tax). Orbizo charts Expected vs Actual instead of static actuals, and the AI suggests the next move.

![Targets & Budgets](../Images/Report2.png)

**Predictions — Retail Business Advisor** — ranks the next-best move you can make today (Conservative / Balanced / Growth scenarios), with the action and the rupee impact.

![Predictions](../Images/Report1.png)

---

## 4. The two AI surfaces

### 4.1 Orbizo AI — ask anything about your ERP

A side panel that:

- Reads your numbers every morning and writes a structured note — revenue, open receivables, expenses, simple profit.
- Surfaces **Key Insights** ("Zero revenue today, leading to zero revenue. Significant expenses contributing to the loss.").
- Flags **Action Required** ("Address the lack of sales and investigate over-receivables to improve cash flow.").
- Answers free-form questions in plain language — "Top 5 inactive customers?", "Why did profit drop this week?".
- Drafts WhatsApp messages — review and send.

![Orbizo AI](../Images/AI1.png)

### 4.2 Speak & Work — voice-first input

Top-bar button that opens a voice entry. Five Indian languages plus English — Hindi, Marathi, Tamil, Telugu, Gujarati. Voice → entry → confirm. Designed for staff who don't want to type.

Example phrases:

- "आज शिवम ट्रेडर्स को 5300 का बिल बनाओ" → drafts a GST invoice for Shivam Traders, ₹5300.
- "सूर्या डिस्ट्रिब्यूटर्स कडून 50 बॅग आल्या" → drafts a stock receive against Surya Distributors PO.
- "இன்று 270 ரூபாய் டெலிவரி கட்டணம்" → books a delivery expense of ₹270.

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## 5. Settings & administration

- **Tax Setup** — GST scheme (regular / composition), HSN mapping, place-of-supply defaults.
- **Connections** — bank, payment gateway (PayTM / Razorpay / UPI), WhatsApp business API, e-invoice provider.
- **Templates** — invoice, quotation, statement — print and PDF templates per legal entity.
- **Setup Import** — upload items, parties, opening balances, last 90 days of sales from Tally or Excel.
- **Admin & Audit** — user roles, audit log table, rate-limit history.
- **Data Download** — pull your tenant's data on demand; full Excel / CSV / JSON export.

![Subscription](../Images/Pricing1.png)

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## 6. Pricing

| Tier | Audience | Price | Headline features |
|------|----------|-------|------------------|
| **Starter** | Single shop · up to 3 users | **₹1,499 / month** (annual) | POS · Stock · Parties · GST basic · Day Book · P&L · Trial Balance · WhatsApp share · Loyalty · Orbizo AI ask & insight |
| **Growth** | Multi-shop · up to 10 users | **₹3,999 / month** (annual) | Everything in Starter + Spaces · batch · serial · expiry · Predictions · Targets & Budgets · Speak & Work (5 voice languages) · multi-location reports |
| **Enterprise** | 100+ users | **Custom** | Everything in Growth + dedicated support · SLA · AWS / Bedrock deployment options · custom integrations · APIs · data residency in your tenant |

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## 7. The stack

| Layer | Technology |
|-------|-----------|
| App platform | Fastify · React · Vite · TanStack Router |
| Database | PostgreSQL (managed, encrypted, daily backups) |
| AI / LLM | Anthropic Claude · OpenAI · AWS Bedrock (Enterprise choice) |
| Voice ASR | Indian-language speech recognition — Hindi, Marathi, Tamil, Telugu, Gujarati, English |
| Identity & audit | Bcrypt (per-user rate-limited) · full audit log table · role-based access |
| Data residency | Mumbai by default · Enterprise can run in customer's AWS / Azure tenant |
| GST | HSN, GSTIN, e-invoice (IRN / QR), GSTR-1 and 3B schemas native |

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## 8. 14-day pilot path

| Days | Milestone | What happens |
|------|-----------|-------------|
| 1–2  | Tenant + import | Items, parties, opening balances, last 90 days of sales uploaded from Tally / Excel |
| 3–7  | Counter live | POS running in the shop · staff trained · WhatsApp share active |
| 8–11 | Books + GST | Journal posting on, GSTR-1 export verified, party statements shared |
| 12–14 | AI on | Predictions enabled, voice enabled in chosen language, owner dashboard locked in |

After day 14, the owner reads the live P&L from any phone before locking the shop. Tally + Excel + WhatsApp + paper bills retire in that order.

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## 9. Contact

| | |
|---|---|
| Founder | **Aman Jain** |
| Company | **Innotechwise Pvt Ltd** (India operations) |
| Email | aman.jain@futuryntix.com |
| Web | orbizo.in · innotechwise.com |
| WhatsApp | On request |

---

## 10. Document index

| File | Purpose |
|------|---------|
| [linkedin-carousel.html](./linkedin-carousel.html) | 10-slide LinkedIn carousel (1080×1350, portrait) — `pdf/linkedin-carousel.pdf` |
| [customer-deck.html](./customer-deck.html) | 14-slide customer presentation deck (1920×1080, 16:9) — `pdf/customer-deck.pdf` |
| [single-posts/](./single-posts) | 5 single-image LinkedIn posts (1080×1080, square) — `png/01–05.png` |
| [product-documentation.md](./product-documentation.md) | This file |
| [brand.css](./brand.css) | Shared design tokens — fork before changing |
| [build.ps1](./build.ps1) | Render HTML → PDF / PNG via Edge headless |