Live Bullion View Platform – Help

Article 01

Admin Login Guide: How to Access the Dashboard

Follow these simple steps to log in to your admin panel and access the dashboard:

1

Open your browser and visit partner.innovativex.in

2

On the login page, select your company from the dropdown — for example, Demo InnovativeX.

3

Enter your Username and Password in the respective fields.

4

Click the Login button. You will be redirected to the Dashboard Home Page.

💡 Tip: If you forget your password, contact Innovative X support at info@innovativex.in or call +91 8196962922.

Article 02

Bullion Including GST – Add and Edit Script Guide

Step 1: Navigate to Bullion Including GST Section

After logging in, go to the navigation panel and select Bullion Including GST. You will see two options:

📋

Add Scripts — Create a new bullion script.

👁️

View Scripts — View, edit or delete existing scripts.

Step 2: Add a New Script

Click on Add Scripts and fill in the following fields:

1

Select Contract Type — Choose the Future Market contract: Gold, Gold Next, Silver, or Silver Next. Example: Gold April 2026 Future → choose Gold. Gold June 2026 Future → choose Gold Next.

2

Description — Write a clear description. E.g. "Gold Bullion – Delivery on 27th Feb".

3

Premium / Discount — Set the premium or discount (e.g. +500 or -500).

4

Notes — Add payment terms or any instructions. E.g. "Payment within 24 hours."

5

Purity — Select purity (e.g. 99.99%).

6

GST — Select applicable GST (e.g. 3%). Applied on the final amount.

ℹ️ Note

No making charges are included in Bullion Including GST scripts. Making charges are only applicable in coin entries.

Step 3: How This Appears on the Home Screen

Once saved, this script appears on the frontend home screen under the Bullion Including GST section with live prices applied automatically.

💡 How Automation Works with Coins

When you link a coin to this script using Automatic mode, that coin's premium is pulled directly from this script. Change the premium here once — all linked coins update instantly across the entire platform.

Step 4: Automation Lock — Why You Can't Delete a Script Immediately

⚠️ Script Deletion Lock

Once a script is applied to any coin, it cannot be deleted directly. You must first remove the link from every coin using it (switch to Manual or select a different script). Only after all coins are unlinked can you delete the script. This ensures no coin is left without a valid pricing source.

Step 5: Edit a Script

Go to View Scripts and click edit on the script you want to update. You can modify:

✏️

Description — Update the script name or delivery details.

📈

Premium / Discount — All linked coins reflect the new value immediately.

📝

Notes — Update payment terms or any other instructions.

✨

Purity & GST — Adjust purity or GST if needed.

💡 Tip: Think of a script as a pricing template. Create one script per product type per supplier and link all related coins to it — managing prices becomes as simple as updating one number.

👁️ How It Looks on the Frontend (Client Portal)

Below is an example from a live client portal showing how the Bullion Including GST section appears to your customers.

The BULLION PRICES INCLUDING GST table shows your customers the final price with GST already included. Here is what each column means:

📋

Description — The description you entered in the script (e.g. "GOLD (500GMS) T+O"). Notes appear below it (e.g. "MIN. ORDER 500 GMS").

✨

Purity — The purity you selected (e.g. 99.50%, 99.99%) displayed clearly next to each entry.

💰

Price (Including GST) — Live price in real time with GST included. Green button with ↑ = price going up, red with ↓ = going down.

Article 03

Bullion Excluding GST – Add and Edit Script Guide

📌 What is Bullion Excluding GST?

This section displays the price of bullion excluding GST — so customers can clearly see the price breakdown (base price vs GST separately).

Important: This does NOT mean gold or silver is sold without GST. As per Government of India laws, 3% GST is compulsory on all bullion transactions. This section simply shows the price before GST is added, so customers understand the full cost breakdown clearly.

Step 1: Navigate to Bullion Excluding GST Section

After logging in, go to the navigation panel and select Bullion Excluding GST. You will see two options:

📋

Add Scripts — Create a new script.

👁️

View Scripts — View, edit or delete existing scripts.

Step 2: Add a New Script

Click on Add Scripts and fill in the following fields:

1

Select Contract Type — Choose the Future Market contract: Gold, Gold Next, Silver, or Silver Next.

2

Description — Write a clear description. E.g. "Gold Bullion – Delivery on 27th Feb".

3

Premium / Discount — Manual or Automatic

Manual: Enter the premium or discount directly (e.g. +500 or -500).

Automatic: Link this script to an existing Bullion Including GST script. The premium or discount will be pulled automatically — keeping both sections in sync without any extra work.

💡 Recommended: Use Automatic mode and link to your Bullion Including GST script. Update premium once — both sections update instantly.

4

Notes — Add payment instructions or relevant details.

5

Purity — Select purity (e.g. 99.99%).

💡 Tip: Think of Bullion Including GST and Bullion Excluding GST as two views of the same price — one shows the final price (GST included), the other shows the base price (GST excluded) with a reminder that GST applies. Both are important for full customer transparency.

👁️ How It Looks on the Frontend (Client Portal)

Below is an example from a live client portal showing how both Bullion Including GST and Bullion Excluding GST sections appear side by side to customers.

Bullion Including GST

Bullion Excluding GST

The BULLION PRICES EXCLUDING GST table shows the base price before GST. Here is what each element means:

📋

Description — Script description (e.g. "GOLD (500GMS) T+O").

✨

Purity — Purity of the bullion (e.g. 99.50%, 99.99%).

💰

Price (Excluding GST) — Live price before GST, shown in a red/green button with direction arrow.

📝

"Applicable GST @ 3% extra" — This is manually entered by you in the Notes field to inform customers that 3% GST will be added on top of this price.

Article 04

Gold Coin – Add, Edit and Calculation Guide

Step 1: Navigate to Gold Coin Section

Click on Gold Coin in the Navigation Panel. You will see two options:

📋

Add Gold Coin — Create a new coin entry.

👁️

View Gold Coin — Edit or delete existing coins.

⚠️ Important — Understand How Calculation Works First

Before adding a coin, please understand how the system calculates the final price. Read below before filling the form.

📘 Scenario 1 – Higher Purity (99.99%)

Example Details:

📦 Coin Weight5 grams ✨ Purity99.99% 🔨 Making Charge₹1,000 📈 Premium+₹500 📊 Base Future Market Price (10g)₹60,000 🧾 GST3%

1

Add Premium: ₹60,000 + ₹500 = ₹60,500

2

Purity Adjustment (above 99.5): Diff = 99.99 − 99.5 = 0.49 → Extra = (0.49/100) × 60,500 = ₹296 → Price = ₹60,796

3

Calculate for Weight: Per gram = 60,796/10 = 6,079.6 → For 5g = 6,079.6 × 5 = ₹30,398

4

Add Making Charges: ₹30,398 + ₹1,000 = ₹31,398

5

Add GST (3%): ₹31,398 × 3% = ₹942 → Final = ₹32,340

✅ Final Coin Price = ₹32,340

📗 Scenario 2 – Lower Purity (91.6%)

Example Details:

📦 Coin Weight5 grams ✨ Purity91.6% 🔨 Making Charge₹0 📈 Premium+₹500 📊 Base Future Market Price (10g)₹60,000 🧾 GST3%

1

Add Premium: ₹60,000 + ₹500 = ₹60,500

2

Purity Adjustment (below 99.5): Price = (91.6/100) × 60,500 = ₹55,418

3

Calculate for Weight: Per gram = 55,418/10 = 5,541.8 → For 5g = 5,541.8 × 5 = ₹27,709

4

Making Charges: ₹0 → Before GST = ₹27,709

5

Add GST (3%): ₹27,709 × 3% = ₹831 → Final = ₹28,540

✅ Final Coin Price = ₹28,540

🔎 How Purity Works in Our System

99.5% purity is the base standard — the common base used in the Indian bullion market.

＝

Purity = 99.5 → Base rate used directly. No addition or deduction.

↑

Purity above 99.5 (e.g. 99.99%) → Extra value added. Price increases slightly.

↓

Purity below 99.5 (e.g. 91.6%) → Price calculated proportionally. Price decreases.

📝 Step-by-Step: How to Fill the Add Gold Coin Form

Now that you understand the calculation, here is how to fill in each field:

1

Select Supplier — Choose the supplier (e.g. Kundan or MMTC). Determines which tab the coin appears under. Kundan → Kundan tab, MMTC → MMTC tab.

2

Available / Not Available — Toggle to set coin availability. "Not Available" shows as Out of Stock on frontend.

3

Select Contract Type — Select Gold or Gold Next. The system links this coin to whichever Future Market contract you assigned to that slot.

Example: Gold April 2026 Future → choose Gold. Gold June 2026 Future → choose Gold Next.

4

Shape of Coin — E.g. Round, Rectangular, Rectangle Tree, Color Coin, etc.

5

Weight — Enter weight in grams (e.g. 5, 10). Final price is calculated based on this.

6

Making Charges — Use + to increase or − to decrease. Example: +2500 or -500.

7

Manual / Automatic Premium

Manual: Enter premium/discount directly on each coin (e.g. +500 or -500).

Automatic: Link the coin to a bullion script. When you update that script's premium, all linked coins update automatically.

💡 Recommended: Create one script per supplier and link all their coins using Automatic mode. Change the premium once — all linked coins update instantly!

8

Notes — Add special details. E.g. "Gold Coin 10g with box only, with card packing."

9

Purity — Select purity level (e.g. 99.99%, 91.6%). Directly affects the final price as explained above.

10

GST — Select applicable GST (e.g. 3%). Applied on the final amount after all charges.

💡 Tip: Once all fields are filled, submit the form. The system automatically calculates the final coin price based on your inputs and the live Future Market rate.

👁️ How It Looks on the Frontend (Client Portal)

Below is an example from a live client portal showing how coins appear to your customers.

1. Coin Rates Navigation Menu

Customers see a Coin Rates menu in the navigation bar. Clicking it shows a dropdown with all your suppliers — e.g. KUNDAN and MMTC PAMP. Each supplier tab is created automatically based on the supplier you selected when adding the coin.

2. Coin Prices Display Page

Coins are listed under Gold Coin Prices and Silver Coin Prices:

🪙

Coin Icon — Gold coins show yellow icon, silver coins show grey icon. Auto-applied based on contract type.

📛

Coin Name — Auto-generated as SUPPLIER WEIGHT PURITY. E.g. "KUNDAN 5 GMS 99.99%".

📝

Notes — Shows the notes you entered. E.g. "With Card Packing Only."

💰

Live Price — Real-time calculated price based on Future Market rate, purity, making charges, premium, and GST.

↑↓

Arrow Indicator — Shows price going up ↑ or down ↓.

🔍

Search Bar — Customers can search for any coin by name.

Article 05

Silver Coin – Add, Edit and Calculation Guide

Step 1: Navigate to Silver Coin Section

Click on Silver Coin in the Navigation Panel. You will see two options:

📋

Add Silver Coin — Create a new silver coin entry.

👁️

View Silver Coins — Edit or delete existing silver coins.

⚠️ Important — Silver Purity Standard is Different from Gold

Silver uses 99.99% as the base purity standard and is calculated on 1 KG (1000 grams) Future Market price — not 10 grams like gold.

🔎 How Silver Purity Works in Our System

99.99% is the base purity standard for silver.

＝

Purity = 99.99% → Base rate used directly. No change in price.

↓

Purity below 99.99% (e.g. 99.90%) → Price reduces proportionally.

📘 Example – Silver Coin (Purity 99.90%)

Example Details:

📦 Coin Weight100 grams ✨ Purity99.90% 🔨 Making Charge₹2,000 📈 Premium+₹1,000 📊 Base Future Market Price (1 KG)₹2,60,000 🧾 GST3%

1

Add Premium: ₹2,60,000 + ₹1,000 = ₹2,61,000

2

Purity Adjustment (below 99.99%): Price = (99.90/100) × 2,61,000 = ₹2,60,739

3

Calculate for Weight (Silver base = 1 KG = 1000g): Per gram = 2,60,739/1000 = 260.739 → For 100g = 260.739 × 100 = ₹26,074

4

Add Making Charges: ₹26,074 + ₹2,000 = ₹28,074

5

Add GST (3%): ₹28,074 × 3% = ₹842 → Final = ₹28,916

✅ Final Silver Coin Price = ₹28,916

⚖️ Key Differences: Gold vs Silver Calculation

🥇 Gold

Base Rate: 10 grams

Base Purity: 99.5%

Above 99.5 → Price ↑

Below 99.5 → Price ↓

🥈 Silver

Base Rate: 1 KG (1000g)

Base Purity: 99.99%

At 99.99 → No change

Below 99.99 → Price ↓

📝 Step-by-Step: How to Fill the Add Silver Coin Form

The Silver Coin form works the same as Gold Coin — the key difference is you select Silver or Silver Next as the contract type.

1

Select Supplier — Choose the supplier (e.g. Kundan or MMTC).

2

Available / Not Available — Toggle availability. "Not Available" shows as Out of Stock on frontend.

3

Select Contract Type — Select Silver or Silver Next. The system uses whichever Future Market silver contract you assigned to that slot.

4

Shape of Coin — E.g. Round, Tree Colour, Rectangle, etc.

5

Weight — Enter weight in grams (e.g. 100). Silver price is based on 1 KG rate — system handles conversion automatically.

6

Making Charges — Use + to add or − to subtract. Example: +2500.

7

Manual / Automatic Premium

Manual: Enter premium/discount directly on the coin (e.g. +500 or -500).

Automatic: Link the coin to a bullion script. All linked coins update automatically when you change that script's premium.

💡 Recommended: Create one script per supplier (e.g. "Kundan Silver Coin") and link all silver coins to it. Change premium once — all coins update instantly!

8

Notes — E.g. "Silver Coin 100g with card packing."

9

Purity — Select purity (e.g. 99.99%, 99.90%). Silver base purity is 99.99% — any purity below reduces the price proportionally.

10

GST — Select applicable GST (e.g. 3%). Applied on the final amount after all charges.

💡 Tip: Silver uses a 1 KG base rate — enter weight in grams (e.g. 100 for a 100g coin). The system handles the conversion automatically.

👁️ How It Looks on the Frontend (Client Portal)

Silver coins appear in the same frontend display as Gold coins — under the same supplier tab in the Silver Coin Prices section.

1. Coin Rates Navigation Menu

Customers see the Coin Rates dropdown in the navigation showing all supplier tabs. Silver coins appear under the same supplier tab as Gold coins.

2. Coin Prices Display Page

Silver coins are shown in the Silver Coin Prices section with a grey/silver icon. Live price is calculated automatically using 1 KG Future Market silver rate, purity, making charges, premium, and GST — all in real time.

🥈

Silver Coin Icon — Grey/silver icon shown automatically for all silver coins.

📛

Coin Name — Auto-generated as SUPPLIER WEIGHT PURITY. E.g. "KUNDAN 100 GMS 99.99%".

💰

Live Price — Real-time price in the green button with ↑ or ↓ direction arrow.

🔍

Search Bar — Customers can search for any coin by name across both gold and silver sections.

Article 06

Bulk Edit Guide – Discount / Premium

The Bulk Edit Discount/Premium feature is available in every View section — View Gold Coins, View Silver Coins, View Bullion Including GST, and View Bullion Excluding GST. It allows you to update the premium or discount for multiple entries at once with a single click — without editing each one individually.

⚡ Why Use Bulk Edit?

Instead of opening and editing each coin one by one, Bulk Edit lets you select a supplier or contract type and apply a new premium/discount to all matching entries in seconds.

Step 1: Open Any View Section

Navigate to any of the following sections and click the BULK EDIT DISCOUNT/PREMIUM button in the top right corner:

🪙

View Gold Coins — Bulk edit premium/discount for gold coins by supplier.

🥈

View Silver Coins — Bulk edit premium/discount for silver coins by supplier.

📊

View Bullion Including GST Scripts — Bulk edit premium/discount by contract type.

📋

View Bullion Excluding GST Scripts — Bulk edit premium/discount by contract type.

View Bullion Excluding GST - Bulk Edit Button

🪙 Bulk Edit for Gold Coins / Silver Coins

When you click Bulk Edit in the Gold Coins or Silver Coins section, a popup appears with the following fields:

1

Select Supplier — Choose which supplier's coins you want to update. E.g. selecting KUNDAN will apply the new premium/discount to all Kundan coins only. MMTC coins remain unchanged.

2

Discount / Premium — Enter the new value. E.g. +500 to add a ₹500 premium or -500 to apply a ₹500 discount.

3

Click Save Changes to apply. All coins under the selected supplier will be updated instantly. Click Close to cancel.

ℹ️ Gold and Silver are Independent

Gold Coins have their own Bulk Edit and Silver Coins have their own Bulk Edit. Changing premium in Gold Coins section does not affect Silver Coins and vice versa.

📊 Bulk Edit for Bullion Including GST / Bullion Excluding GST

When you click Bulk Edit in the Bullion sections, the popup shows a Select Contract Type instead of supplier — because bullion scripts are organized by contract, not supplier:

1

Select Contract Type — Choose Gold, Gold Next, Silver, or Silver Next. All bullion scripts under that contract type will be updated.

2

Discount / Premium — Enter the new value (e.g. +500 or -500).

3

Click Save Changes to apply instantly to all matching scripts.

⚠️ Important — Bulk Edit Skips Automatic Mode Coins

If a coin is set to Automatic mode and linked to a bullion script, Bulk Edit will skip that coin entirely.

This is by design. Automatic mode coins get their premium directly from their linked bullion script — they are not meant to be edited individually or in bulk.

To update Automatic mode coins: Go to the bullion script they are linked to and update the premium there. All coins linked to that script will update automatically and instantly.

📌 Quick Summary

🪙

Coins (Manual mode) — Use Bulk Edit → Select Supplier → Enter premium → Save. All manual coins of that supplier update.

🤖

Coins (Automatic mode) — Do NOT use Bulk Edit. Update the linked bullion script instead — all linked coins update automatically.

📊

Bullion Scripts — Use Bulk Edit → Select Contract Type → Enter premium → Save. All scripts of that contract type update.

💡 Tip: Bulk Edit is the fastest way to update prices before market open. For Automatic mode coins, just update the linked script — all coins follow instantly without any additional steps.

Article 07

Site Setting – Customize Your Platform Frontend

The Site Setting section is your complete control panel for everything your customers see on the frontend of your web app. From homepage content to legal pages and social media links — all managed from one place.

How to Access: Go to Site Setting in the navigation panel. You will see 9 options in the right menu:

🏠 1. Home Page Config

Controls everything displayed on the home screen of your client portal. Click Configuration and select a section from the dropdown:

🕐 Operation Timing

Set your business operation hours shown to customers. E.g. "Mon–Sat: 10:00 AM – 7:00 PM".

📢 Notice

Write an important notice shown on the home screen — e.g. a disclaimer about Future Market prices or booking instructions.

🔗 Adding a Link in Notice:
Wrap the URL between %% symbols — e.g. %%https://example.com%% — the system converts it into a clickable link automatically.

📰 News & Events

Post news updates or upcoming events for your customers. Use the same %%link%% format to add clickable links.

💬 Top Message

A short banner message shown at the very top of your portal — use for urgent announcements, festive greetings, or time-sensitive notices.

🔴🟢 2. Market On / Off

Controls whether live prices are visible on your client portal.

✓

Enabled — Live prices are visible. Market is open.

✕

Disabled — All prices are hidden. Customers see a Market Closed message.

⚠️ Important: If the market is off, customers will not see any prices regardless of other settings. Always turn the market back on after holidays or maintenance.

📞 3. Booking Desk

Set the booking desk contact details displayed to customers — phone numbers, WhatsApp, or booking instructions. Helps customers know how to place orders or enquire directly.

🏦 4. Bank Details

Add your bank account details shown on the frontend for customers who want to make payments via bank transfer. Keep this updated to avoid payment delays.

ℹ️ 5. About Us

Write your business introduction shown on the About Us page of your client portal. Tell customers who you are, your experience, and why they should trust you.

📄 6. Terms & Conditions

Add your Terms & Conditions content displayed on your web app. This is important for legal clarity with your customers regarding pricing, bookings, and disclaimers.

🔒 7. Privacy Policy

Set your Privacy Policy content shown to customers. Explains how you handle their data and contact information.

🔗 8. Social Media Links

Add your business social media profile links — such as WhatsApp, Instagram, Facebook, or YouTube. These appear on your client portal so customers can follow or contact you directly.

🔍 9. Page Meta Data

Set the SEO meta title and description for your web app pages. This helps your portal appear correctly in Google search results and when shared on social media.

💡 Tip: All changes in Site Setting are reflected on the customer-facing portal immediately after saving. Always double-check content before saving — especially the Market On/Off toggle, as turning it off hides all live prices from customers instantly.

Article 08

User Management – Create & View User Guide

The User Management section allows you to create sub-admin accounts for your team members and control exactly what each person can access and do in the dashboard. This is useful when you have staff who manage prices, scripts, or settings on your behalf.

How to Access: Go to User Management in the navigation panel. You will see two options:

👤

Create User — Add a new sub-admin account.

👁️

View User — See and manage all existing sub-admin accounts.

📝 Create User — Form Guide

Click on Create User and fill in the following fields:

1

Username — The login name for this user. E.g. "manager1".

2

Email — The user's email address.

3

Password — Set a secure login password for this user.

4

Role — Define their role title. E.g. "Manager", "Staff", "user".

5

Permissions — Tick the permissions this user should have. See below for what each permission allows.

🔐 Permissions Explained

👁️

View / Bulk Update Permissions — User can view all data and use the Bulk Edit feature to update premiums/discounts.

✏️

Add / Edit Permissions — User can add new coins and scripts and edit existing ones.

📋

Contracts / Scripts Permissions — User can manage Future Market contract selection and bullion scripts.

↕️

Sorting Permissions — User can reorder how coins and scripts appear on the frontend.

⚙️

Site Setting — User can access the Configuration section to manage home screen content.

🗑️

Delete Permissions — User can delete coins, scripts, and other entries.

⚠️ Assign Permissions Carefully

Only give Delete and Site Setting permissions to trusted senior staff. These permissions allow making changes that directly affect what customers see on your portal.

👁️ View User — Manage Existing Users

Click on View User to see all created sub-admin accounts in a table showing their Username, Email, Role, Permissions, and Status (Active/Inactive).

In the Actions column you can:

✏️

Edit (Green Pen) — Change the user's password.

🗑️

Delete (Red Bin) — Permanently remove the sub-admin user from the system.

💡 Tip: Use the Permissions column in View User to quickly check what access each team member has. If a user's role changes, delete their account and create a new one with updated permissions.

Live Bullion View Platform — Help & Guides

Admin Login Guide: How to Access the Dashboard

Bullion Including GST – Add and Edit Script Guide

Bullion Excluding GST – Add and Edit Script Guide

Gold Coin – Add, Edit and Calculation Guide

Silver Coin – Add, Edit and Calculation Guide

Bulk Edit Guide – Discount / Premium

Site Setting – Customize Your Platform Frontend

User Management – Create & View User Guide

Still need help? 🤝