Dashboard
Operations & Finance Overview
Recent Sales Orders
Recent Invoices
Customers
Manage your customer database
| Name | Phone | City | Orders | Actions |
|---|
Inventory
Live item catalogue โ auto-synced from all documents
๐ฆ Item Catalogue
๐ Stock Movements
| NO | Item Name | UOM | Qty on Hand | Unit Price | Total Value | Last Source | Actions |
|---|
| Date | Item | UOM | Qty | Type | Source | Reference | By |
|---|
Quotations
Create, manage and convert quotations to Sales Orders
| Quote # | Date | Customer | Items | Total | Valid Until | Linked SO | Status | Actions |
|---|
Delivery Notes
Track and manage all delivery notes
| DN # | Date | Customer | Quote Ref | Items | Status | Actions |
|---|
Sales Orders
Manage, revise and track all sales orders
| SO # | Date | Customer | Sales Value | Total Cost | Profit | Margin | Status | Actions |
|---|
Purchase Orders
Track all procurement & purchase orders
| PO # | Date | Vendor | Linked SO | Items | Total | Status | Actions |
|---|
Invoices
Create, manage and revise invoices
| Invoice # | Date | SO Ref | Customer | Amount | Status | Actions |
|---|
Payments
Track, record and report all payments
๐ณ Payment History
๐ Payments Report
| Date | Invoice # | Customer | Amount | Method | Ref # | Notes | By | Actions |
|---|
Expenses
Track and manage all company expenses
| ID | Date | Category | Description | Amount | Currency | Method | Approval | By | Actions |
|---|
Loan Management
Track all borrowed and lent amounts
| Type | Name | Amount | Paid | Remaining | Due Date | Status | Actions |
|---|
Profit & Loss Report
Revenue, costs and margins per Sales Order
| SO # | Customer | Sales Value | Purchase Cost | Extra Expenses | Total Cost | Profit / Loss | Margin | Alert | Details |
|---|
Reports & Export
Financial & operational reports with export
Sales Report
Purchase Report
P&L Report
Invoice Report
Loan Report
Quotation Report
Audit Log
Full change history & activity trail
User Management
Manage users, roles and permissions
๐พ
Data Storage: localStorage (Browser)
All data is saved in your browser and persists across sessions.
โ
Active
๐
Admin
Full system access. Can create, edit and delete all records. Exclusively can create/edit/delete users and assign roles.
๐ก๏ธ
Manager
Full operational access. Cannot create, edit or delete users or assign roles.
| Username | Full Name | Role | Language | Status | Actions |
|---|
Role Permissions Matrix
| Module | Admin | Manager | Sales | Procurement | Finance |
|---|