Fusion User Guide

Sign in

1. Open Fusion Desktop and enter your licence key on the sign-in page.

   

2. After you sign in, Fusion opens on the Dashboard overview for your business.

   

Find your way around

• The main menu is on the left: Dashboard, Party, Supplier, Sales, Despatch, Purchase, Production, Accounting, Items, Store, Godown, Connect, Profile, Add Features, Merge Tally and Settings. Click a menu to open its pages. The top bar holds the currency, language, credits, support, chats and notifications buttons. See Common controls.

Overview tabs

• Dashboard > Overview opens on Today: last sync, today's transactions and today's sales.

  

• Click Sales to see sales for the selected date range.

  

• Click Customers to see top customers and what they buy.

  

• Click Suppliers to see purchases by supplier.

  

• Click Stock to see stock position and movement.

  

• Click Cash to see cash and bank movement.

  

• Click Tax to see tax collected and paid.

  

• Click Finance to see the finance summary.

  

Finance report

• Dashboard > Finance shows the finance report for the selected date range.

  

Check your credit readiness

• Open Dashboard > Credit Readiness to see how ready the business is for credit. The executive summary shows eligibility estimates and key figures.

  

• Open the Revenue section to see how it is rated.

  

• Open the Profitability section to see how it is rated.

  

• Open the Cash section to see how it is rated.

  

• Open the Debt section to see how it is rated.

  

• Open the Outlook section to see how it is rated.

  

• Open Filters to choose what the report covers.

  

Browse your products

• Items > Product lists your products, with search, filters, paging and New.

  

• Open Filter items to narrow the list by group, category, brand or missing details.

  

• Click Show variants to see the sizes and colours of a product.

  

Create a product

1. In Items > Product, click New to open a blank product form.

   

2. Fill in the name, description and other details.

   

3. In Pricing and Tax, set the unit, purchase price, MRP, sale price, HSN code and GST percent, then click Save.

   

Edit a product

1. In Items > Product, click a product name to open it. You can change the name, descriptions, pricing and tax, media, group, SKU and variants.

   

2. Scroll to Variants to see each size or colour with its own SKU, MRP and sale price.

   

View a bill of materials

1. Go to Items > Bills of materials. Choose Product or Service, With BOM or All, then pick the item from the searchable list.

   

2. The Visual view draws the product and its components with quantities and costs.

   

3. Switch to Tabular to see and edit components as rows with quantity, rate and cost.

   

Other item pages

• Items > Service lists the services you sell, with the same search, filter and New controls as products.

  

• Items > Group holds item groups that organise products and services.

  

• Items > Category holds categories used on stores and in filters.

  

• Items > Menu holds menus: the item lists you share on stores and channels.

  

• Items > Import brings in many items at once from a spreadsheet.

  

• Items > Brahma Enrich: pick items that lack descriptions or pictures so Brahma can fill them in. This uses credits. Turn on Brahma in Add Features to use it.

  

• Items > Uncategorized lists lines from channels that are not yet matched to an item, waiting for your review.

  

Party Dashboard

• Party > Dashboard > Live shows today's units and sales value against yesterday, sales by hour, parties online now and a live feed of what they sell.

  

• Report lists items selling at your parties, with units sold, cover and how much to buy for the next 7, 15 or 30 days.

  

• Depletion shows units each party has sold through, by day and by party, against what you invoiced them.

  

Linked parties

• Party > Linked lists parties linked to your business, with tabs for Online, Connected, Pending Approval and Rejected, and filters by place, app and kind.

  

• Click Details on a party to see its business, menu, ledger and connection.

  

• Party > Provision sets up party businesses or your own company units, each with its own licence key, by spreadsheet or one at a time.

  

Add a party

1. Go to Party > Add party. The party is saved as a customer ledger under Sundry Debtors.

   

2. Enter the party name, mobile, GSTIN, billing address, state and pincode, then click Save.

   

Party groups

• Party > Groups lets you group parties to filter them and share menus with them together. Click New to create a group.

  

Find buyers

• Party > Find buyers: Brahma uses what you sell, the place and the buyer type to find likely buyers on the web. Each search uses credits. Turn on Brahma in Add Features to use it.

  

• The Saved tab keeps buyers you saved from earlier searches.

  

Suppliers

• Supplier > Suppliers lists your suppliers with their closing balance, address and GSTIN, plus Connect and Edit.

  

• Click Edit to see or change a supplier's ledger, mobile, address and GSTIN.

  

Add a supplier

1. Go to Supplier > Add supplier. The same form adds or updates a supplier.

   

2. Choose the business (optional) and the supplier ledger, enter mobile, address and GSTIN, then click Process.

   

Find suppliers

• Supplier > Find suppliers: Brahma finds likely suppliers for what you need. Each search uses credits. Turn on Brahma in Add Features to use it.

  

See your orders

• Sales > Order shows orders for the working date, grouped by party. Search by order, item, number or customer, or filter by status.

  

• Choose a status such as Invoiced to see only those orders.

  

• Click a party row to show or hide its orders.

  

• With the date set to Today, you see the new open orders for each party, with order number, quantity, date, amount and status.

  

• Click an order number to open it in its own window: seller, buyer, billing and shipping, items, tax and totals, with Print / Save PDF.

  

• An accepted order opens the same way.

  

Create a sales order

1. Go to Sales > Order and click New. Start by choosing the party.

   

2. Click the party box to open the searchable list of customers, then type to find one.

   

3. Type in Search products and pick the item from the list.

   

4. Set the quantity and rate, the shipping method and freight, then click Create Order.

   

Track orders in OMS

• Sales > OMS is the order management board, with status tabs (Submitted, Paid, Violated, Accepted, Production, Rejected, Cancelled, Completed, Invoiced, Despatched) and a buyer filter.

  

• The Submitted tab holds new orders waiting to be accepted.

  

• Open any status tab, for example Invoiced, to see the orders in that stage.

  

Other sales pages

• Sales > Enquiry holds enquiries from buyers, before they become orders.

  

• Sales > Draft holds draft orders saved for later.

  

• Sales > Sample holds sample orders sent to buyers.

  

• Sales > Proforma holds proforma invoices issued before the sale.

  

• Sales > Invoice shows sales invoices by party, with unpaid counts and totals.

  

• Sales > Channels is the Raavan channel home, with connected stores, orders received and reconciliation. Turn on Raavan in Add Features to use Channels.

  

Add orders to a production plan

1. Go to Production > Chart. It lists accepted party orders whose items have a bill of materials, with the items they need.

   

2. Tick an order to include it. The Items panel shows what it needs.

   

3. Click Add to plan, choose to start a new plan or add to an existing draft plan, then confirm.

   

Work with a plan

1. Go to Production > Plan. Plans are listed by stage; the Draft tab lists plans not yet executed.

   

2. Click the arrow on a plan to open its panel with the orders, the products to make and the components needed. Use Execute and Complete to move it on.

   

Check raw materials

• From a plan, click Raw Materials to see the components its orders need, with stock in each location and the shortage to buy.

  

• In Manual mode, add products and quantities to work out the raw materials needed and what is short.

  

Record production

1. Go to Production > Records to see production entries for the period, with cost, location and the sales order they serve.

   

2. Click Show details to see what was made and the components used, with costs.

   

3. Click New, then set the date, the order (or stock only), the location and notes.

   

4. Pick the product and quantity. Fusion lists the components to use from each location and the total cost. Click Record production to save.

   

Record damage

1. Go to Production > Damage to record items damaged during production. It has Active and Cancelled tabs and New damage.

   

2. Click New damage, then choose the date, location and damaged items with quantities, and save.

   

Price builder

• Production > Price builder: pick an item to build its bulk rate, retail rate and MRP from its bill of materials cost, using percentages you can change.

  

Public stores

• Store > Public lists your stores and channels with item counts and live status, and buttons to open, copy the link, share on WhatsApp, edit items, edit or unpublish.

  

• Click Details on a store to see its publishing progress and settings.

  

• This is the storefront as a customer sees it, with categories and products.

  

Share your private store

1. Go to Store > Private and click New private store. A private store shares a menu through an order link and a QR code.

   

2. Your private store appears in the list with its order link, item count and buttons to open, copy link, share on WhatsApp, show QR, edit items, edit or stop sharing.

   

3. Use the share buttons: Copy link copies the order link, WhatsApp opens a message with the link, and QR code shows a code customers can scan.

   

4. Click QR code to show the store's QR code and order link. Print it or show it at the counter so customers can scan and order.

   

How a customer orders from your store

1. The customer opens the order link and sees the store's item groups.

   

2. Inside a group, the customer sees each product with its price and offer, and taps Add.

   

3. The cart lists the chosen items with quantity controls, tax and total. The customer taps Place order.

   

4. At checkout the customer enters phone, name and delivery address (email is optional), checks the items and taps Place order.

   

5. The confirmation shows the order number, the items and the total.

   

6. In Fusion, the new order shows up in notifications, with View orders.

   

7. The order also arrives in Sales > Order for today, alongside the other open orders.

   

8. Click its order number to open it: buyer, delivery address, items, tax and totals.

   

Custom domain

• Store > Custom domain shows your own web address for a store, with Open store, Copy, Change store and Remove domain.

  

• Click Change store (the arrows button) to choose which store the domain opens, then confirm or Cancel.

  

Raavan stores

• Store > Raavan lists connected online stores such as Shopify, with sync status and order counts. Click Connect a store to add another. Turn on Raavan in Add Features to use it.

  

Create a Diwali campaign

1. Go to Sales > Campaigns. The list has All, Active and Drafts tabs. Click New campaign.

   

2. The builder has five steps: Basics, Menu, Items, Design, and Generate & Share.

   

3. In Basics, pick the occasion, for example Diwali, then type the banner title, subtitle, offer line and dates. Click Next to save a draft and move to the Menu step.

   

4. The saved draft shows in the list with its occasion, menu and dates, and Publish, Edit, Share, Download and Remove.

   

5. The Drafts tab lists campaigns that are saved but not yet published.

   

Finish and share a campaign

1. Click Edit on a draft. It opens at Basics with your words already filled in.

   

2. In Menu, choose the menu the campaign sells from.

   

3. In Items, choose the products to feature on the banner.

   

4. In Design, pick the banner size and turn occasion artwork on or off. A quick preview shows on the right.

   

5. In Generate & Share, check the preview with its QR code, click Generate banner (uses AI credits), then share it.

   

Ledgers and stock

• Accounting > Ledger Master lists all ledgers with their group and closing balance. Search, filter and open any ledger.

  

• Accounting > Stock Master lists stock items with quantity and value.

  

Publish stock items as products

• In Accounting > Stock Master, tick the items or pick a group, open the arrow next to Publish, and choose products or services.

  

Transactions

• Accounting > Transactions lists every voucher in the period, with type, party, amount and status.

  

Record an entry

1. Go to Accounting > Entry. Choose the type (Sales, Purchase, Payment, Receipt, Credit Note, Debit Note, Journal, Contra), the date and narration, then add ledger and item lines.

   

2. Enter the ledger lines (+CR / -DR) and item lines. When debits equal credits the balance shows 0. Click Save to record it.

   

Record an expense

1. Go to Accounting > Expense and click New. The list also has Export to Excel and Sync to Tally.

   

2. Choose Variable or Fixed, then the expense ledger, date, payment mode and amount.

   

3. Type the expense ledger; if it does not exist yet, pick Create from the list. Set payment mode, bank, amount and a comment, then click Create.

   

Record a payment

1. Go to Accounting > Payment and click New.

   

2. Choose Party, Staff Salary or Staff Advance, pick the ledger, mode and amount, then click Create.

   

Record a receipt

1. Go to Accounting > Receipt to see receipts with number, date, party, Details and Timeline.

   

2. Click Timeline on a receipt to see its history.

   

3. Click New, pick the party, receipt mode and amount, add a comment, then click Create.

   

Reports

• Accounting > Balance Sheet shows assets and liabilities as on the chosen date, built from your transactions.

  

• Accounting > Tax returns shows GST summaries for the period, ready for filing.

  

• Accounting > E-way bills lists invoices that need an e-way bill and their status.

  

Turn a feature on or off

• Open Add Features to see each feature with its status and price, and Activate, Turn on, Turn off or Subscribe.

  

• Click View details to see what a feature does, what it connects with, its price and subscription controls.

  

• A paid feature that is not active shows Subscribe options in its details.

  

• Turn off asks you to confirm. Its menus disappear but your data is kept, and you can turn it on again.

  

Date, currency and language

• Click the date button on any list to open the date range picker. Pick a preset such as This month, or enter your own dates. The range applies on every screen.

  

• Click the currency button to show amounts in another currency.

  

• Click the language button to change the language of Fusion.

  

Top bar buttons

• Click the bell to see notifications, such as new enquiries and order status changes.

  

• Click the headset to open Support.

  

• Click the chat icon to see enquiry chats from buyers.

  

• Click the credits chip to see your AI credit balance and usage.

  

Profile

• Profile > Detail holds the business name, contact, address, GSTIN and other details shown on documents.

  

• Profile > Media holds logos, banners and pictures used on stores and documents.

  

• Profile > Business is Brahma's business profile: what you make, sell and who you sell to. Searches and campaigns use it.

  

Settings

• Settings > Bank holds the bank account printed on invoices and used for transfers.

  

• Settings > UPI holds the UPI ID used for payment QR codes.

  

• Settings > Currency holds the business currency and the currencies you trade in.

  

• Settings > Timezone sets the time zone used for dates and reports.

  

• Settings > Hook holds web hooks that send events to other systems.

  

• Settings > Package shows your Fusion package and what it includes.

  

Add users and roles

1. Settings > User lists the people who can sign in to this business and their roles.

   

2. Settings > Roles lists roles. A role decides which screens and actions each user can use. Click New to make one.

   

3. Name the role, pick a template (Sales Operator, Purchase Operator, Godown Operator, Accountant or Custom), tick the menus and figures it may use, then click Save.

   

Merge Tally

• Merge Tally shows how records entered in Fusion (Default company) map onto your Tally company, so you can check them before merging.

  

Connect Tally

1. Go to Connect > Tally and download TallyPlug Desktop.

2. Copy this business's connect key into TallyPlug Desktop so Tally links to Fusion.

   

Other connections

• Connect > Bhairava links a Bhairava business: paste its key.

  

• Connect > Balaaji links a Balaaji practice: paste its key.

  

• Connect > Admin shows connection requests and links between businesses.

  

Despatch pages

• Despatch > Shipping lists the shipping partners (transporters and couriers) you use.

  

• Despatch > Packaging lists package types and sizes for shipments.

  

• Despatch > Despatch opens on the Active tab, listing despatches still in progress.

  

Purchase pages

• Purchase > Order lists purchase orders to suppliers for the period.

  

• Purchase > Draft lists purchase orders saved as drafts.

  

• Purchase > Invoice lists purchase invoices from suppliers.

  

Godown pages

• Godown > Warehouses lists your warehouses and locations.

  

• Godown > Stock Journal moves stock between locations or adjusts it.