Dashboard
Welcome back! Here is what is happening with your business today.
Monthly Sales & Profit
Profit Breakdown
Top Customers
| Customer | Orders | Revenue |
|---|
Customer Management
Manage all customer information and track their history.
| Customer | Contact | Location | Credit Limit | Status | Actions |
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Quotations
Create and manage customer quotations.
| Quote # | Date | Customer | Total | Status | Actions |
|---|
Sales Orders
Track all customer orders from approval to delivery.
| SO # | Date | Customer | Total | Delivery | Status | Actions |
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Purchase Requests
Generate purchase requests from approved sales orders.
| PR # | Date | Linked SO | Budget | Buyer | Status | Actions |
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Purchase Orders
Manage supplier purchase orders and track delivery.
| PO # | Date | Supplier | Total | Delivery | Status | Actions |
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Purchase Entry Management
Full procurement tracking with suppliers, costs, attachments, and project linking.
Purchase Entries
| Entry # | Date | Supplier | Item / Description | Qty / Unit | Material | Add. Costs | Total Cost | Currency | Project | Buyer | Payment | Status | Docs | Actions |
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Buyer Assignments
| Order | Buyer | Budget | Remaining |
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Cash Advances
| Buyer | Amount | Status |
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Credit Alerts
Unit of Measure Manager
Create and manage custom units with conversion rules.
Units Library
| Code | Name | Category | Base Unit | Factor | Actions |
|---|
Unit Converter
Item Master Database
Permanent item catalog with pricing history and preferred suppliers.
| Code | Description | Category | Brand | UOM | Last Price | Avg Price | Pref. Supplier | Stock | Actions |
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Suppliers
Manage your supplier database with contact info and payment terms.
| Supplier | Contact | Category | Payment Terms | Balance | Actions |
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Credit Purchase Tracking
Monitor supplier credit and outstanding balances.
| Supplier | Invoice # | Amount | Due Date | Paid | Balance | Status | Actions |
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Inventory Management
Track stock levels, movements, and low stock alerts.
| Item Code | Description | Category | In Stock | Min Level | Location | Status | Actions |
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Expense Management
Track all business expenses by category.
| Date | Category | Description | Amount | Linked Order | Actions |
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Employee & Buyer Tracking
Track employee performance and purchasing activities.
| Employee | Role | Phone | Actions |
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Costing & Profit Calculation
Track cost prices, selling prices, margins, and profit per order.
Order Profit Analysis
| Order # | Customer | Revenue | Material Cost | Expenses | Total Cost | Profit | Margin |
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Financial Reports
Comprehensive reports for sales, purchases, profit, and supplier analysis.
System Settings
Configure currency, exchange rates, and system preferences.
Currency Settings
Data Management
All data is saved automatically in your browser's local storage and persists across sessions.
Approval Workflow
Review and approve purchase requests and expense claims.
Pending Purchase Requests
| PR # | Date | Buyer | Linked SO | Budget | Actions |
|---|
Pending Cash Advances
| Date | Buyer | Amount | Purpose | Actions |
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