02. Roles — Pick Yours
MilkGo shapes the app to what you actually do. Pick one role and you only see the screens that matter for you.
Before you start
- 00-welcome.md — the why
- 01-getting-started.md — the chain at a glance
You're asked to pick a role the first time you sign up. You can change it later from Settings, but it's better to pick correctly the first time so the right modules turn on.
The five roles
Tabela owner (dairy farm)
You produce milk yourself and sell to homes / mandalis / shops. You manage:
- Products (your milk types and rates)
- Customers and their daily orders
- Drivers who deliver on your behalf
- Monthly billing for everyone
- Counter sales (if you also sell at your gate)
You see all modules. This is the most full-featured role.
Mandali owner (collection centre / cooperative)
You collect milk from suppliers and distribute to customers. Your typical day:
- Receive milk from multiple suppliers
- Distribute to home customers via subscriptions
- Walk-in counter sales
- Monthly billing per customer
- Track collection rate, who pays on time, dues
You see all modules plus supplier tracking.
Milkman / Doodhwala (solo operator)
You deliver milk yourself, mostly door-to-door. You don't have drivers; you're the driver. Lighter app:
- Customers
- Daily deliveries (you mark them)
- Khata (auto-monthly bills)
- Payments
- Optional WhatsApp updates to customers
No supplier or driver-team complexity.
Shop owner (retail + counter)
You run a milk / dairy shop. You may:
- Sell milk to walk-in customers at the counter
- Have a few delivery routes for regulars
- Sell extras (curd, paneer, ghee)
The Counter screen is your default screen. Deliveries module is optional.
Driver
You don't sign up yourself. Your owner adds you and creates your login. You then see:
- Today's delivery checklist (already populated)
- Customer name, address, qty
- Mark each delivery done / skipped / partial
- Optionally collect cash and record it
That's it. No products, billing, customers admin. The app is intentionally bare so it's fast on a low-end Android.
How role affects what you see
| Module | Tabela | Mandali | Milkman | Shop | Driver |
|---|---|---|---|---|---|
| Products | ✓ | ✓ | ✓ | ✓ | — |
| Customers | ✓ | ✓ | ✓ | ✓ | — |
| Subscriptions | ✓ | ✓ | ✓ | optional | — |
| Deliveries | ✓ | ✓ | ✓ | optional | ✓ (today only) |
| Counter sales | optional | ✓ | optional | ✓ | — |
| Drivers | ✓ | ✓ | — | optional | — |
| Billing | ✓ | ✓ | ✓ | ✓ | — |
| Payments | ✓ | ✓ | ✓ | ✓ | optional cash |
| Reports | ✓ | ✓ | ✓ | ✓ | — |
| Suppliers | ✓ | ✓ | — | — | — |
| ✓ | ✓ | ✓ | ✓ | — |
"I am my own driver" mode
If you're a Tabela owner / Milkman who delivers yourself (no separate driver), turn this on in Settings → Modules. The Drivers screen hides; the Deliveries screen becomes your delivery checklist directly.
Tips
- Don't pick a richer role hoping for more features. The app is friendlier when only relevant modules show. You can always change later.
- Pick Milkman if you're solo, even if you call yourself a "tabela". The lighter app is faster to use.
- Mandali ≠ Tabela: pick Mandali only if you collect milk from other suppliers. If all milk is from your own animals, you're a Tabela.
What's next?
Now that your role is set, the first real setup step is adding what you sell.
→ 03-products.md — Add products (Cow Milk, Buffalo Milk, Curd, Ghee…)
Related
- 14-settings.md — change your role / language / PIN later
- 12-drivers.md — if you'll add drivers
- 15-plans-billing.md — what your plan unlocks