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Help & Documentation
Purpose of this guide: use it as a practical manual for running daily boutique work in mButiq: customers, records, payments, workers, orders, measurements, reports, settings, and recovery.
Quick Navigation
Daily entry
  • Create Home: central place for new daily records.
  • Add Stitching: charge customer for tailoring/stitching work.
  • Add Sale: charge customer for sold cloth or items.
  • Add Work: add internal tailor/worker wage entries.
Customer follow-up
  • Customers: find customer accounts by ID, name, or phone.
  • Customer Account: view all records, balance, payments, and paid records.
  • Add Transaction: record payments, discounts, withdrawals, and advances.
  • Customer History: review important changes for a customer.
Review and control
  • Business Dashboard: yearly totals and charts.
  • Records Search: search records across customers.
  • Record Errors: find incomplete or suspicious entries.
  • Recycle Bin: restore deleted customer records.
Recommended Daily Workflow
  1. Search customer first. Before adding anything, search by customer ID, name, or phone to avoid duplicates.
  2. Create the correct record type. Use stitching for tailoring charges, sale for sold items, work for tailor wages, and orders/measurements for support information.
  3. Attach photos when possible. Photos reduce confusion later, especially for stitching, sale, order, work, and measurement entries.
  4. Review the customer account. Open the customer after entry to confirm date, amount, description, balance, and photo are correct.
  5. Record payments only from the customer page. Use Add Transaction so FIFO allocation, paid status, advance balance, and history stay correct.
  6. Fix mistakes early. Edit wrong records, move records to the correct customer, or use Record Errors before old mistakes become hard to trace.
  7. Check Today and Dashboard. Use Home for today entries and Dashboard for bigger business totals.
Core Concepts

Every customer has one account identified by a customer ID. The account contains active records, Paid Records, payment history, advance balance, photo, phone, and customer details.

  • Positive balance means the customer owes money.
  • Zero balance means no outstanding due after payments and advances.
  • Advance balance means the customer paid more than currently needed; the system can apply it to later eligible records.
  • A customer can have stitching, sale, withdrawal, and payment allocation history.
  • Orders, measurements, and work entries support operations but are not the main customer balance ledger.

  • Stitching record: a tailoring charge. It increases customer due.
  • Sale record: sold material or item. It increases customer due.
  • Withdraw record: customer-side cash/outstanding adjustment. It affects customer due.
  • Payment allocation: shows how a customer payment was applied to payable records.
  • Paid record: a completed/paid record moved out of the active list.
  • Deleted record: a record moved to recycle bin, usually restorable by owner/admin users.

Payments use FIFO allocation: the oldest eligible unpaid records are paid first unless you select specific payable records before opening payment.

  • Payment Deposit reduces customer due by applying money to unpaid records.
  • Discount also reduces due, but records it as a discount-type adjustment.
  • Advance appears when payment is more than current eligible due or when money cannot be allocated yet.
  • Undo payment reverses the latest or selected payment group where allowed.
  • Records with errors, zero amount, blocked status, or unclear descriptions may be skipped by payment logic.

  • Owner/admin users can manage customers, settings, users, reports, payments, and account-level tools.
  • Worker users see a smaller Worker Panel and are normally limited to create-focused workflows.
  • Workers should use their own accounts. Do not share owner passwords with staff.
  • Worker restrictions are intentional: they reduce accidental edits to balances, settings, and history.
Customers
Finding customers
  • Use the top Go to Customer search to quickly open a customer by ID, name, or phone.
  • Use the Customers page for a fuller list, sort options, basic view, and photo view.
  • Search before creating a customer. Duplicate customer names make balances and history harder to trust.
Creating customers
  • Use meaningful names. Example: Monika Sadar Bazar is better than only Monika.
  • Add phone number when available. It helps WhatsApp links and future search.
  • If you are unsure which customer is correct, use a temporary/dummy customer and move records later after confirming.
Customer account tabs
  • All: all active customer records.
  • Sale: sale records only.
  • Stitchings: stitching records only.
  • Payments: payment allocation groups and the records they paid.
  • Withdraw: withdrawal or cash-out style entries.
  • Paid: completed records that are no longer active.
Adding Records

Use Add Stitching when you need to charge a customer for tailoring work.

  • Select or search the customer first.
  • Attach a clear photo when required by your settings/package.
  • Owner users can enter or edit description and amount directly.
  • Worker users may see suit style and lining options based on configured stitching charges.
  • Stitching records increase the customer balance until paid.
  • Use the customer account afterward to confirm it appears on the correct customer.

Use Add Sale for sold cloth, accessories, ready items, or other sale items.

  • Sale records are customer billing records and increase customer due.
  • Use a useful description such as item name, fabric, color, quantity, or discount details.
  • Sale amount must be positive. Avoid zero or negative sale amounts.
  • If worker sale entry is enabled, workers can add sale records within configured restrictions.

Orders track planned or in-progress work. They are not the same as customer billing records.

  • Use orders for delivery dates, requirement notes, photos, and pending work tracking.
  • The Requirements Done state helps separate ready orders from incomplete ones.
  • When work is finally billed, add a stitching or sale record separately if needed.

Measurements store customer size/reference information.

  • Measurements do not change customer balance.
  • Use photos for paper measurement slips or reference images.
  • Keep descriptions clear enough that staff can use them later without asking again.

Work records are for internal worker/tailor tracking and wage calculation.

  • Select tailor/worker, customer, work type, work addition, and charge.
  • Work records do not directly change the customer payment ledger.
  • Use Work Charges settings to maintain default worker charge options.
  • Use worker pages to review each tailor's work entries and totals.
Payments and Add Transaction

Add Transaction is available from a customer account. Use it for payments and balance adjustments so the payment allocation history stays traceable.

Common transaction choices
  • Payment Deposit: customer gives money. The system applies it to eligible due records.
  • Discount: reduces payable due without taking cash.
  • Withdraw/Cash Out: used when customer-side balance needs a withdrawal-style entry.
  • Advance: extra money held for future records when payment exceeds current due or cannot yet be allocated.
Payment preview
  • Before saving, the modal previews which records will be affected.
  • After Payment -> Fully paid means the record will become paid after saving.
  • After Payment -> Partially paid means some due will remain after saving.
  • The remaining amount shows what will still be due after this payment.
  • If you selected payable records with checkboxes, payment preview honors that selection.
Undoing payments
  • Use undo only when the payment was entered incorrectly.
  • Undo may restore paid records to active if that payment caused them to be Paid.
  • Some payments cannot be undone if later allocations or record changes make reversal unsafe.
Reports, Dashboard, and Search
Business Dashboard
  • Shows yearly Stitching, Sale, Deposit, and Balance data.
  • Charts show selected time ranges for stitching, sale, and payments.
  • Use it for review, not as a replacement for checking customer accounts.
Records Search
  • Search records across customers by text.
  • Use tabs and sorting to narrow results.
  • Good for finding a record when you remember only part of its description.
Records by Date / Date Range
  • Use Records by Date for daily audit.
  • Use Records by Date Range for weekly/monthly review.
  • Useful before paying workers or checking shop totals.
Customer Report and Customer History
  • Customer Report prepares a customer-focused balance/report view.
  • Customer History shows changes and important record/payment events.
  • Use history when a balance or record looks different than expected.
Troubleshooting
Problem What to check Best action
Customer balance looks wrong Wrong customer, duplicate customer, missing payment, wrong amount, Paid record, or advance balance. Open customer account, check All/Payments/Paid tabs, then Customer History.
Payment did not pay expected record FIFO order, selected record checkboxes, record errors, zero amount, or blocked record status. Preview payment before saving. Use selected checkboxes for exact records.
Record is under wrong customer Customer selected incorrectly during creation. Use move record/customer tools where available instead of deleting and re-adding.
Worker cannot see a page Worker role restrictions and site settings. Use owner account to change settings or perform owner-only actions.
Photo upload fails Package image limit, file size, unsupported image, or browser camera permission. Use smaller image, check subscription limits, or retry with a normal photo file.
Duplicate customers Similar names or customer created without searching first. Use Duplicate Customer Finder and move records before deleting duplicates.
Record appears in Record Errors Zero amount, suspicious amount, question marker, or invalid description marker. Edit the record and correct the amount/description, then recheck the error page.
Good Practices
Do
  • Search before adding a customer.
  • Use specific names, phone numbers, dates, and descriptions.
  • Use photos for proof and later identification.
  • Add payments from the customer account.
  • Use record checkboxes when paying selected records.
  • Review Record Errors regularly.
  • Use worker accounts for workers instead of sharing owner login.
  • Export customer data periodically if you need an offline review copy.
Do Not
  • Do not add duplicate customers because you are unsure of the name.
  • Do not use Work Records as customer billing records.
  • Do not delete data when edit, move, or restore would solve the problem.
  • Do not enter zero amounts unless there is a clear reason.
  • Do not ignore question marks or unclear description markers.
  • Do not share passwords or send passwords through support chat.
  • Do not change settings during busy hours without testing affected pages.
When to Contact Support

Use Contact Site Team for software support, setup help, and bug reports.

  • Include the page name, customer ID, record ID, and what you expected to happen.
  • For feature requests or feedback, email support@mbutiq.in.
  • Do not send passwords, OTPs, bank details, or private customer data unless support specifically asks for a safe minimal detail.