STOCK2TRACK - Manual Testing Checklist

Generated: 23-Mar-2026 08:34 | Features & Fixes (Last 3 Days)

1. IMPORTANT REPORTS (New Menu - 10 Reports)

# Report Route Test Steps

1.1 Profit & Loss /important-reports/pnl Select date range, company, location > Generate > Verify
Revenue, COGS, Gross Profit, Expenses, Net Profit

1.2 Customer Outstanding /important-reports/receivables Generate > Verify customers with DueAmount > 0 are listed,
aging buckets correct

1.3 Supplier Payables /important-reports/payables Generate > Verify suppliers with pending payments are listed

1.4 Low Stock Alert /important-reports/low-stock Generate > Verify products where Available <= Reorder Level
are shown

1.5 Stock Movement /important-reports/stock-movem Generate > Verify products with no sales in 90 days flagged as
ent dead stock

1.6 Cash & Collections /important-reports/cash-collectio Generate > Verify payment breakdown by mode
n (Cash/Card/UPI/Cheque/Bank)

1.7 Purchase Summary /important-reports/purchase-su Generate > Verify supplier invoice totals match
mmary

1.8 Top Products / ABC /important-reports/top-products Generate > Verify ABC classification (A=Top 20%, B=Next 30%,
C=Bottom 50%)

1.9 GST Input vs Output /important-reports/gst-inputoutp Generate > Verify GST Output (from sales) vs GST Input (from
ut purchases)

1.10 Stock Transfers /important-reports/stock-transfer Generate > Verify transfer history and pending indents
s

Common Filter Tests (All Reports)

• [ ] Date range filtering works
• [ ] 'All Companies' checkbox works (only visible with All Branches privilege)
• [ ] 'All Locations' checkbox works (only visible with All Branches privilege)
• [ ] Non-admin user sees only their location/company (no dropdowns)
• [ ] Export Excel works
• [ ] Privilege check - non-privileged users can't access
 2. OWNER DASHBOARD (10 Interactive Charts)
Route: /dashboard/owner | Privilege: Profit or PL Product Report
# Chart What to Verify

2.1 Monthly Sales Trend Line chart shows monthly sales, matches Invoices data

2.2 Sales vs Purchases vs Grouped bar - 3 series per month

Expenses

2.3 Profit Margin Trend Area chart shows profit % per month

2.4 Top 10 Products by Revenue Horizontal bar - top 10 by sales amount

2.5 Customer Outstanding Aging Donut - 0-30, 31-60, 61-90, 90+ day buckets

2.6 Payment Mode Distribution Pie - Cash/Card/Wallet/UPI/Cheque/Bank

2.7 Category-wise Sales Donut - revenue per product category

2.8 GST Liability Trend Dual line - GST Output vs GST Input monthly

2.9 Location-wise Sales Bar - sales per location

2.10 Stock Value: Active vs Dead Donut - active stock value vs dead stock (no sales 90 days)

• [ ] All 10 charts render with data

• [ ] Date range filter works - Generate button refreshes all charts
• [ ] Company/Location filters work (with All Branches privilege)
• [ ] Click drill-down on charts navigates to correct report page
• [ ] Export Excel downloads all chart data
• [ ] Users WITHOUT Profit privilege cannot see this page
• [ ] KPI cards show correct Revenue, Purchases, Net Profit, Outstanding Dues

3. MY DASHBOARD (User Dashboard - 10 Charts)

Route: /dashboard/user | Privilege: None (all logged-in users)
# Chart/Widget What to Verify

3.1 Today's Sales KPI Shows today's total, % change vs yesterday

3.2 Invoices Today KPI Count of invoices created today

3.3 Low Stock Items KPI Count at user's location

3.4 Pending Indents KPI Count of unfulfilled indents

3.5 Daily Sales (30 Days) Area chart - daily sales trend

3.6 Hourly Sales Today Bar chart - sales by hour

3.7 Top 5 Products (Week) Horizontal bar - by qty sold

3.8 Today's Collection by Mode Pie chart - payment mode breakdown

3.9 Low Stock by Category Bar chart - count per category

3.10 Top 10 Lowest Stock Horizontal bar - lowest available qty

3.11 Returns This Month Line chart - daily returns

3.12 Invoice Count by Day Bar chart - daily invoice count

3.13 Pending Indents Table Table - indent#, product, pending qty

3.14 Recent Invoices Table Table - last 10 invoices

• [ ] All charts auto-filtered to user's location/company

• [ ] Filters shown only with All Branches privilege
• [ ] Non-admin: no location/company dropdowns, data filtered automatically
• [ ] Export Excel works
• [ ] No 'Ambiguous column name' error for non-admin users
 4. NOTIFICATION SYSTEM (Bell Icon)
• [ ] Bell icon shows red badge with count of critical + warning notifications
• [ ] Click bell - dropdown panel opens with notification list
• [ ] Each notification is clickable - navigates to relevant page
• [ ] Notification types: Low Stock, Overdue Payments, Supplier Dues, Pending Indents
• [ ] Badge count updates when navigating back to Home

5. QUICK INVOICE FIXES

Route: /invoices/quick
# Fix Test Steps

5.1 Price shows Offer Price Add product - 'Offer Price' column shows offer price, not MRP

5.2 Qty > 1 uses Offer Price Add product, increase qty to 3 - Total = Offer Price x 3

5.3 Payback calculation Enter paying amount > total - Pay Back shows positive value

5.4 Barcode search works Type barcode in barcode field - product found and added

5.5 Non-existent barcode Type invalid barcode + Enter - 'No product found' message, no crash

5.6 Direct Print Click Print - prints using default template/printer, stays on same page

5.7 Phone dropdown closes Select phone - dropdown disappears after selection

5.8 Phone clears after Create Create invoice - phone number field clears

5.9 Customer info text Customer found text spans below both Phone and Name fields

5.10 Total box (green) Green Total box shows next to Due in payment section

5.11 Invoice number correct Success message shows InvSeqNo (not InvoiceID)

5.12 Previous Purchases unique Select customer - Previous Purchases shows unique records

6. SALES INVOICE FIXES

Route: /invoices/create
# Fix Test Steps

6.1 No negative due invoice Try creating with negative due - blocked with error

6.2 State mismatch clears items Select customer from different state - existing items cleared with warning

6.3 Location change clears Change location after adding items - items cleared with warning
items

6.4 Barcode search works Type barcode - product added

6.5 Inter/Intra state GST Same state: SGST+CGST shown. Different state: IGST shown

6.6 GST% values correct Verify GST% matches product definition

6.7 Unknown customer state Check Unknown - State auto-selects company's state

6.8 Ship To & Notes Ship To checkbox and Notes text area present and save

6.9 Add Product/Rep links '+' links next to Product Name and Rep fields

6.10 Address field Address field shows in customer section

6.11 Extra columns HSN, Offer Price, Delivered Qty, Cess% visible in line items

6.12 Pay Before Date Date picker for payment due date

6.13 Customer points After invoice - customer points credited

6.14 Discount Adjust Discount adjustment functionality works

6.15 Inventory deduction After invoice - product available qty decreases

6.16 eComm Partner & Order# eComm Partner dropdown and eComm# field visible (settings-based)

6.17 Price recalculation Change MRP - discount recalculates. Change Disc% - offer price recalculates

6.18 Invoice Parking Park - Clear - Create another - Retrieve parked invoice
7. REFUNDS
# Fix Test Steps

7.1 Return qty adds to inventory Initiate return - verify product available qty increases

8. INVENTORY TRANSFER
# Fix Test Steps

8.1 Total column calculates Add product - Total column shows correct value

9. CUSTOMER FIXES
# Fix Test Steps

9.1 DOB date picker works Select date - DOB field populated

9.2 Group field present Group dropdown visible in add/edit customer

9.3 Group dropdown loads Dropdown shows existing customer groups

9.4 Customer delete Delete button works (with confirmation)

9.5 Unique phone number Try adding duplicate phone - blocked with error

10. SUPPLIER FIXES

# Fix Test Steps

10.1 Invoice delete Delete supplier invoice works

10.2 Payment delete Delete supplier payment works

10.3 Delete validation Try deleting supplier with invoices/payments - blocked

10.4 Debit note inventory Create debit note - product qty decreases

10.5 Print Debit Note Print button on debit note works

11. COMPANY SETTINGS

# Fix Test Steps

11.1 Telangana pre-selected New company - State defaults to Telangana

11.2 State required Try saving without state - blocked

11.3 Company logo upload Upload image - displays in company profile

11.4 Bank Details section Bank details fields present and save

11.5 Terms & Conditions T&C; text area present and saves

11.6 Invoice Sequence Invoice sequence config present

12. USER MANAGEMENT

# Fix Test Steps

12.1 Delete validation Try deleting user with transactions - blocked

12.2 Update Password Change password for user - new password works on login
 13. REPLENISH STOCK (Purchase Orders)
Route: /inventory/replenish
# Feature Test Steps

13.1 PO List View list of POs with date/company filters

13.2 Create PO Create new PO - select supplier, add products, save

13.3 Edit PO Edit existing PO - modify items, save

13.4 Delete PO Delete PO (requires Replinish Delete privilege)

13.5 PDF export Click PDF - opens in browser with clean PO layout

14. GSTR-1 REPORT

Route: /reports/gstr1
# Feature Test Steps

14.1 Export Excel (GST Template) Export - Opens GSTR1 template with data in correct sheets (b2b, b2cl, b2cs, cdnr, cdnur,
hsn, docs, exemp)

14.2 Export JSON Export JSON - Valid JSON file generated for GST portal upload

14.3 HSN grouping HSN sheet - same HSN+Rate combinations grouped (not per-product)

14.4 Docs sheet clean No leftover template rows after data rows

15. UI/UX IMPROVEMENTS

# Feature Test Steps

15.1 Nav menu auto-collapse Click menu item - sidebar collapses, page fills full width

15.2 10+ light themes Click theme selector - 10+ themes available

15.3 App opens maximized Close and reopen app - window opens maximized

15.4 Login auto-focus Open app - cursor is in username field

15.5 Transactions menu reorganized Sales, Customer, Inventory & Stock, Purchases, Expense, Barcode subcategories

15.6 Cost Price/Profit privilege Users WITHOUT Profit privilege - columns hidden in Inventory list

15.7 Add Product Profit label Profit chip shown next to Discount radio (only with Profit privilege)

15.8 Bank Account Add Add Bank Account button works

16. INVENTORY ENHANCEMENTS

# Feature Test Steps

16.1 Update Qty shows existing In Add Qty dialog, select location - shows current available qty

16.2 New Location hyperlink NEW link next to Location field opens dialog to add location

PRIORITY TESTING ORDER

1. Critical Path: Quick Invoice (create > print), Sales Invoice (create with GST > print), Refunds (return >
inventory update)
2. Financial Reports: Owner Dashboard, Profit & Loss, GST Input vs Output, GSTR-1 Export
3. Inventory: Low Stock Alert, Stock Movement, Replenish Stock, Inventory Transfer
4. User Access: Login as non-admin > verify privileges enforced, dashboards filtered by location
5. Settings: Company setup, User management, Themes