Karat User Manual

Complete guide to every feature in the Karat gold business management application.

Version 1.0 Updated May 2026

Registration & Activation

How to activate your Karat license and create your account.

Step 1: Enter License Key

You receive your license key via WhatsApp or email from the Karat team. Go to app.karat.in/activate and enter your key.

K

Activate Karat

Enter your license key to get started

KRT-PRO-A8B2-C4D1

Your key was sent by the Karat team via WhatsApp or email.

Continue

Step 2: Create Account

After validation, set your login credentials. Your email and password will be used for all future logins.

License Valid

Al-Ameen Jewellers — PRO plan

Mohammed Ali
ali@alameen.com
••••••••

You'll use this email and password to log in next time.

Create Account & Continue

Important: Each license key can only be registered once. If you've already activated your key, use the login page instead. The license key is tied to your shop — it cannot be reused for another shop.

Login

Access your Karat account after activation.

Go to app.karat.in/login and enter the email and password you set during activation.

K

Welcome back

Sign in to your Karat account

ali@alameen.com
••••••••
Sign In

Shop Profile Setup

Configure your shop details. Go to Settings > Shop Profile.

Shop Details

Al-Ameen Jewellers
Mohammed Ali
123 Gold Street, Thrissur, Kerala 680001
+91 98765 43210
ali@alameen.com
32AABCT1234F1ZP
Retailer
Save Profile
Cancel

First-time setup: After saving your shop profile, set today's gold rate (Settings > Rates) and configure your tax settings (Settings > Tax) before creating your first invoice.

Dashboard

Your business at a glance. The dashboard shows KPIs, charts, and alerts.

Today's Sales
₹2,45,800
Stock Value
₹85.2L
Customer Gold
124.500g
Gold at Factory
342.250g

Dashboard Sections

Alert Strip: Warnings for rate not set, overdue orders, pending scheme payments, customer balances due.
Sales Trend: 30-day line chart showing daily sales volume.
Stock by Purity: Horizontal bar chart — weight held per purity (22K, 18K, etc.).
Expense Breakdown: Donut chart of expenses by category for the current month.
Gold Balance Cards: Per-purity cards showing weight and current cost value.
Recent Transactions: Last 8 sales with customer name, amount, and date.
Factory Status: Gold held and pending orders per factory.
Scheme Summary: Active enrollments and payments due this week.

Billing & Invoicing

Create tax-compliant invoices with old gold exchange, making charges, and multi-payment support.

Invoice List

All Draft Finalized Cancelled
Invoice #CustomerAmountStatusDate
INV-2026-0042Fatima Al-Rashid₹1,24,500Finalized06 May 2026
INV-2026-0041Priya Menon₹67,800Draft06 May 2026
INV-2026-0040Ahmed Hassan₹2,15,000Finalized05 May 2026

New Invoice

Fatima Al-Rashid
+ New Customer

Line Items

Tag / ItemPurityGross WtNet WtRate/gMakingTaxTotal
Necklace NK-0012 22K 25.500g 24.200g ₹6,850 ₹12,000 ₹5,106 ₹1,82,876
+ Add Item

Old Gold Exchange

22K
8.500g
₹6,500
- ₹55,250

Payment

Cash
₹1,27,626
₹0.00
Subtotal₹1,70,876
Tax (GST 3%)₹5,126
Making Charges₹12,000
Old Gold Credit- ₹55,250

Net Payable₹1,32,752
Save Draft
Finalize & Print

Stock & Inventory

Track every item by tag number, purity, weight, and location.

24K
45.200g
12 items
22K
320.750g
85 items
18K
128.400g
42 items
14K
67.300g
28 items
Total
561.650g
167 items

Add Stock Item

NK-0045
Necklace
22K (91.67%)
18.500
17.800
NK-FLORAL-22
1,21,890
Display
Add to Stock
Add & Print Tag

Bulk Add: Use the "Bulk" tab to paste data from a spreadsheet or CSV. Use "Summary" tab to add untagged batches by weight and purity.

Gold Bank

Track gold accountability across all purities. Every milligram in = every milligram out.

Total Fine Gold
485.320g
Current Cost Value
₹33.2L
Purity Groups
4

Gold Accountability Report

Category22K18K24KTotal (Fine)
Opening Balance280.000g95.000g40.000g415.000g
+ Purchases50.000g20.000g10.000g80.000g
+ Customer Gold In12.500g0.000g0.000g12.500g
+ Factory Returns15.000g8.000g0.000g23.000g
- Sales25.500g10.200g5.000g40.700g
- Factory Dispatch4.480g0.000g0.000g4.480g
Closing Balance327.520g112.800g45.000g485.320g
Variance0.000g0.000g0.000g0.000g

Job Orders

Track factory orders from creation through dispatch, production, quality check, and delivery.

Job Order Workflow

Created Gold Received Dispatched In Progress Fully Returned Quality Checked Delivered Closed

New Job Order

Ahmed Hassan
Rajan Gold Works
Bangles (set of 4)
20 May 2026
15.000g (22K)
10.000g (22K)
Matte finish, traditional Malabar design, matching earring hooks
Create Job Order

Customer Schemes

Monthly savings plans. Customers save monthly and redeem against a purchase at maturity.

Active Enrollments
24
Total Saved
₹4.8L
Maturing Soon
3

New Enrollment

Gold Savings Plan (12 months)
Priya Menon
5,000
01 Jun 2026
Enroll Customer

Priya Menon

Gold Savings Plan · ENR-2026-018

Active
₹35,000 / ₹60,00058%
7 of 12 installments paid Matures: Dec 2026

Customers

Manage customer records, view purchase history, track outstanding balances.

Add Customer

Fatima Al-Rashid
+91 98765 43210
fatima@email.com
VIP
45 Marine Drive, Kochi, Kerala
32AABCT1234F1ZP
Save Customer

Suppliers

Manage gold and material suppliers. Track payables and purchase history.

Add Supplier

Mumbai Gold Traders
+91 22 2345 6789
Rajesh Kumar
rajesh@mumbaigold.com
27AADCM1234F1ZA
HDFC ****4521
Save Supplier

Factories

Manage goldsmith workshops. Track gold held, active orders, and performance.

Add Factory

Rajan Gold Works
K. Rajan
+91 94567 12345
rajan@goldworks.in
Fixed % (8%)
32AADCR1234F1ZB
Save Factory

Rajan Gold Works

Active
142.5g
Gold Held
5
Active Orders

Sree Padma Jewels

Active
89.2g
Gold Held
3
Active Orders

Accounts Overview

Financial management — cash tracking, payments, receipts, expenses.

Cash in Hand
₹1.2L
Cash Out Today
₹45,000
Net Cash Flow (7d)
+₹2.8L
Bank Balance
₹8.5L
+ Receipt
+ Payment

Payments & Receipts

Record money in (receipts) and money out (payments).

Record Payment

Mumbai Gold Traders
2,50,000
Bank Transfer
06 May 2026
NEFT-20260506-001
Gold Purchase
Payment for 22K gold lot #4521
Save Payment

Cashbook

All cash transactions with running balance. Filter by date range and export to PDF/Excel.

DateDescriptionDebit (In)Credit (Out)Balance
06 MaySale: Fatima Al-Rashid (INV-0042)₹1,24,500₹3,44,500
06 MaySupplier payment: Mumbai Gold₹2,50,000₹94,500
05 MayScheme payment: Priya Menon₹5,000₹2,20,000
05 MayElectricity bill₹3,200₹2,15,000

Profit & Loss

Know your real profit. Revenue, cost of goods, expenses, net margin — all in one view.

P&L Statement

May 2026
Revenue (Sales)₹18,45,000
Cost of Goods Sold₹14,20,000
Gross Profit₹4,25,000
Operating Expenses₹85,000
Making Charges Income₹1,20,000
Net Profit₹4,60,000

Reports

Five built-in reports covering stock, sales, gold, factory performance, and customer ledgers.

Stock Valuation

Inventory by purity, category, cost basis, aging

Sales Report

Revenue by period, top customers, best sellers

Gold Accountability

Opening + in - out = closing. Variance detection

Factory Performance

Output rate, rework rate, turnaround time

Customer Ledger

Per-customer transactions, aging, top debtors

Settings

Configure rates, taxes, categories, purities, making charges, and language.

Today's Gold Rate

Set the rate before creating invoices. The dashboard shows a warning if rate is not set.

22K
6,850
06 May 2026
Save Rate

Tax Settings

India
GST
1.5
1.5

Total GST on gold jewellery: 3% (1.5% CGST + 1.5% SGST for intra-state). Tax rates are never hardcoded — always configurable.

Categories

Ring Necklace Bangle Earring Chain Pendant Bracelet Anklet + Add Category

Language

English
Arabic (RTL)
Malayalam
Tamil
Hindi
Malay

Users & Permissions

Manage team members and control who sees what.

NameEmailRoleStatusLast Login
Mohammed Aliali@alameen.comOwnerActive06 May 2026
Arun Karun@alameen.comManagerActive05 May 2026
Deepa Sdeepa@alameen.comSalespersonActive06 May 2026

Role Permissions

Owner Full system access. All modules, settings, user management, audit log.
Manager Billing, stock, job orders, schemes, customers, accounts, basic reports.
Salesperson Billing only (create, finalize, print). Customer search.
Accountant Full accounts access, all reports including gold accountability. View-only billing.
Factory Manager Job orders workflow only. View gold bank.

Backup

Your data is automatically backed up. Manual backup and restore also available.

Backup Status: OK
Last backup: 06 May 2026, 10:30 AM · 4.2 MB
Manual Backup: Click "Backup Now" to create an immediate backup. Download the file to your computer.
Auto Backup: Configure daily or weekly automatic backups in settings.
Restore: Upload a previous backup file to restore your data. This replaces current data.
Backup Now
Download Last Backup
Restore

Need help? Contact us via WhatsApp or email support@karat.in

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