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sims-hq/docs/01-SCOPE.md

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01 — Product Scope: Modules & Features

Priorities: M = MVP (Phase 1), 2/3/4 = later phase, per 04-ROADMAP.md. Edition column shows the lowest plan that includes it (L=Lite, S=Standard, P=Pro, E=Enterprise).

1. Master data

Feature Priority Edition
Items: name (multi-language), HSN, GST rate, MRP, cost, margin, barcode(s) M L
Multi-unit packs (box ↔ piece ↔ kg conversions, buy in one unit sell in another) M L
Batch & expiry tracking (FMCG, pharma, agri-input) M P (flag off below)
Item variants (size/color) for apparel & footwear 2 S
Price lists: MRP-based, margin-based, customer-category pricing M S
GST rate masters with effective dates (rates change — Sept 2025 GST 2.0 proved it) M L
Parties: customers & suppliers with GSTIN validation, credit limits, ledgers M L
Schemes & offers: buy-X-get-Y, slab discounts, happy hours, date-bound 2 S
Bulk import/export (Excel/CSV) for every master M L
Item images, shelf location, rack labels 3 S

2. POS / Counter billing (the crown jewel)

Feature Priority Edition
Keyboard-first billing: scan/type → line added, one key to close bill M L
Barcode scanner (keyboard wedge) support M L
Fast fuzzy item search (name, code, partial, phonetic) — results < 150 ms M L
Hold / resume multiple bills per counter M L
Weighing-scale barcodes (EAN-13 2x prefix embedding PLU + weight/price) 2 P
Direct weighing-scale port integration (weight into line) 3 P
Payment split: cash / UPI / card / credit(khata) / mixed M L
UPI dynamic QR on screen & customer display, auto-confirm on webhook (online) 2 S
Thermal print (ESC/POS 2"/3"), A4/A5 invoice formats, print profiles per counter M L
WhatsApp/SMS e-bill instead of (or with) paper 2 L
Returns & exchanges against original bill; credit notes M L
Salesman tagging per bill/line (commission reporting) 2 S
Customer display (second screen: lines, total, QR, promos) 3 P
Counter shift open/close, cash denominations count, cashier reconciliation M S
Offline always: every one of the above works with zero internet M L
Multi-counter per store, per-counter GST-compliant invoice series (e.g. ST1C2-00123) M S
Day-end closing report (sales, payments, cash variance) auto-generated M L

3. Purchases

Feature Priority Edition
Purchase invoice entry with margin/MRP capture and auto price update prompts M L
PO → GRN → Invoice flow with pending-PO tracking 2 P
Purchase Inbox: email-in address + upload + WhatsApp forward; AI parses PDF/image/e-invoice JSON into draft purchase; staff reviews & confirms 3 P
Item matching memory (supplier's item name ↔ our item, learns once, reuses forever) 3 P
GSTR-2B reconciliation: pull portal data, match against entered purchases 3 P
Barcode label printing from purchase (batch, MRP, packed date) M S
Supplier price history & last-cost warnings 2 S
Purchase returns / debit notes M L

4. Inventory

Feature Priority Edition
Live stock by store/location, valuation (FIFO / weighted avg) M L
Stock adjustments with reason codes & approval M L
Stock take: full & cycle counts, mobile scanning app for counting 3 P
Reorder levels, auto reorder suggestions (by sales velocity) 2 S
Inter-store transfer with in-transit state, e-Way bill where applicable 3 E
Expiry dashboard: near-expiry, dead stock, fast/slow movers 2 P
Wastage/damage logging M S

5. Accounting & GST compliance

Feature Priority Edition
Party ledgers, receivables/payables, ageing, collection reminders (WhatsApp) M L
Cash & bank books, payment/receipt vouchers, expense entry M S
Day book, trial balance, P&L, balance sheet 2 P
Tally export (masters + vouchers) for customers whose CA lives in Tally 2 S
GST invoice formats (B2B/B2C), HSN summary M L
GSTR-1 & GSTR-3B report/JSON export 2 S
e-Invoice (IRN via GSP API) — mandatory for B2B above turnover threshold 2 P
e-Way bill generation 2 P
Tamper-evident audit trail / edit log (MCA audit-trail rule for company clients) M S
Financial year close, data lock dates 2 S

6. Multi-store & head office

Feature Priority Edition
Store onboarding under one tenant, central item/price masters with store overrides 3 E
HO console: consolidated sales, stock, GST across outlets 3 E
Central purchasing & distribution to outlets 4 E
Franchise/outlet-wise P&L 4 E

7. Users, roles, audit

Feature Priority Edition
Role-based permissions (cashier, supervisor, purchaser, accountant, owner, auditor) M S
Sensitive-action gates: discount above X%, bill void, price override → supervisor PIN M S
Append-only audit log of every edit/delete with before/after values M S
Per-user activity reports 2 S

8. Reports, analytics, owner app

Feature Priority Edition
Core reports: sales, margins, GST, stock, party outstanding — with export M L
Owner mobile app: today's sales live, payments, stock alerts, approvals 3 S
Dashboards: trends, category performance, counter productivity 3 P
Scheduled reports to email/WhatsApp (daily digest) 3 S

9. Customer engagement

Feature Priority Edition
Customer profiles with purchase history (phone-number keyed) M L
Loyalty points, redemption at counter 3 P
Khata credit with WhatsApp payment reminders + UPI collect link 2 L
Offer broadcasts (WhatsApp, opt-in) 4 P

10. Platform (invisible but decisive)

Feature Priority Edition
Licensing & subscription service; editions via feature flags; in-app upgrade M
Silent auto-update with staged rollout & rollback M
Sync engine + sync health dashboard (see 02-ARCHITECTURE) M
Automatic encrypted cloud backup of every store DB M
Telemetry & crash reporting (respecting data privacy / DPDP Act) M
SiMS Classic migration tool (Oracle schema → Next), with verification report M
Multi-language UI: English + Hindi + regional (start with your customer base's top 2) 2 L
Onboarding wizard: GSTIN fetch → store profile → import items → first bill in 15 min 2

Explicitly out of scope for v1

  • Restaurant/QSR mode (tables, KOT) — different product shape; revisit after Phase 3.
  • E-commerce storefront / ONDC integration — Phase 4+ candidate.
  • Manufacturing/BOM — only if the existing base demands it.
  • Payroll — never; integrate instead.