MilkGo/User Guide
User Guide

Getting Started

A 5-minute overview of MilkGo's setup chain. By the end of this page you'll know what to do and in what order.

You'll then click into each step's full page to actually do it.

The setup chain

MilkGo's screens depend on each other. Set things up in this order:

1. Sign up & set PIN
2. Pick your role
3. Add Products    ─→  things you sell (Buffalo Milk, Curd, Ghee…)
4. Add Areas        ─→  where your customers live
5. Add Customers    ─→  the people you deliver to (uses Products + Areas)
6. Add Subscriptions ─→  their daily orders (uses Products + Customers)
7. Generate Deliveries ─→  today's checklist appears automatically
8. Mark Done as you deliver
9. Bill is generated automatically at month-end
10. Record Payment when customer pays

If you skip a step, the next one won't have anything to work with — for example, you can't add a customer's subscription if no products exist yet.

Step 1 — Sign up & set PIN

  1. Open MilkGo (Android app or browser at milkgo.in).
  2. Enter your 10-digit mobile number. Tap Proceed.
  3. New users will be contacted by our team to approve your account.
  4. After approval, set a 6-digit PIN. You'll use this every time the app opens.

Wrong PIN 3 times locks the app for 5 minutes. Forgot your PIN? Tap "Forgot PIN" or contact support.

Step 2 — Pick your role

After login, choose what describes you best:

  • Tabela owner (dairy farm)
  • Mandali owner (cooperative)
  • Milkman / Doodhwala
  • Shop owner

Drivers are added by their owner — they don't sign up themselves.

→ Full details: 02-roles.md

Step 3 — Add Products (do this first)

Products are everything you sell — Cow Milk, Buffalo Milk, Curd, Ghee. Each product has a name, unit (litre / kg / piece), and default rate.

You must add at least one product before you can add a customer subscription.

→ Full guide: 03-products.md

Step 4 — Add Areas & Societies

Areas group your customers by location: Adajan, Vesu, Athwa. Inside each area you can add Societies — Krishna Park, Sai Apartments. This shapes your delivery route on the daily checklist.

You can skip this step at first and add areas later, but it makes finding customers much easier.

→ Full guide: 04-areas-societies.md

Step 5 — Add Customers

A customer is anyone you sell milk to. Each one gets an auto-generated code (C100, C101…). You can attach: phone, WhatsApp number, address, area, society, wing, flat, default product, payment behaviour score.

You need at least one product (Step 3) before adding a customer's default product.

→ Full guide: 05-customers.md

Step 6 — Set up Subscriptions

A subscription is a customer's recurring order — 2 litres of Buffalo Milk every morning. Frequencies: daily, alternate, weekly, custom days. Shifts: morning, evening, both. Pause/resume anytime (vacations, holidays).

You need a customer (Step 5) and a product (Step 3) before creating a subscription.

→ Full guide: 06-subscriptions.md

Step 7 — Generate today's deliveries

  1. Open Deliveries from the bottom nav.
  2. Tap Generate.
  3. Today's deliveries (one row per active subscription) appear in your list.

→ Full guide: 07-deliveries.md

Step 8 — Mark deliveries as done

For each customer:

  • Swipe right → Done (turns green)
  • Swipe left → Skip (turns red)
  • Tap row → drawer opens with full options (partial qty, skip reason, notes)

If WhatsApp notifications are on, the customer instantly receives an update.

→ Full guide: 07-deliveries.md (this is the screen you'll use most every day)

Step 9 — Bills generate automatically

You don't need to "make" a bill. As you mark deliveries through the month, MilkGo auto-builds the monthly bill for each customer in the background.

At the end of the month (or anytime) you can:

  • View the bill
  • Send it on WhatsApp (with PDF)
  • Adjust amounts manually if needed

→ Full guide: 09-billing.md

Step 10 — Record payments

When a customer pays:

  1. Open their bill (or the Billing screen).
  2. Tap Record Payment.
  3. Enter amount, method (Cash / UPI / Bank / Cheque / Online), date.
  4. Save.

The bill auto-updates: paid amount, balance due, status (Partial / Paid). A WhatsApp receipt goes to the customer immediately if you have notifications on.

→ Full guide: 10-payments.md

Optional — Add-ons

Once daily flow works, layer these on:

  • WhatsApp notifications — auto-messages for delivery / bill / payment / overdue → 11-whatsapp.md
  • Drivers — add team members to deliver on your behalf → 12-drivers.md
  • Reports — revenue, collection rate, top customers → 13-reports.md
  • Counter sales (for shops) — walk-in pickups → 08-counter.md

Tips for first-time setup

  • Add products before customers. It's tempting to start with customer names, but their default product won't have anywhere to point.
  • Start with one or two areas, even if you cover ten. Add more as you grow.
  • Add a friend or yourself as a test customer before adding real ones — practice the flow with no risk.
  • Don't fill every field. The required ones are marked. Skip the rest until you need them.

What's next?

Start with → 02-roles.md to confirm what your role unlocks. Then jump to 03-products.md to begin setup.