Business overview
Today’s business position and items needing attention.
Latest invoices
Operations queue
Sales
B2C retail and B2B invoices, returns and collections.
| Invoice | Date | Customer | Type | Tax | Total | Payment | Actions |
|---|
| Credit Note | Original Invoice | Customer | Reason | Credit | Refund / Ledger Credit | Created |
|---|
Outstanding Collection
Operational customer-receivables cockpit. Supplier payables remain in Supplier Ledger.
| Invoice | Date | Party Type | Customer | Original | Paid | Outstanding | Credit / Due | Status | Last Reminder | Actions |
|---|
Customer Management
Manage retail customers, business accounts and outsourced-processing suppliers in dedicated workspaces.
B2C Customers
Simple retail directory built from customer records and named POS sales.
| Customer Name | Mobile Number | Last Purchase | Total Purchases | Action |
|---|
B2B Customers
Business details, credit controls, pricing, agreements and ledger access.
| Customer | Contact | GSTIN | Credit Terms | Outstanding | Actions |
|---|
Suppliers
Supplier Master, processing bills, payments and payable position.
| Supplier | Contact | GSTIN | Outstanding Payable | Status | Actions |
|---|
Products & Costing
Keep product setup, negotiated B2B rates and retail prices in their own controlled workspaces.
Product, SKU & cost
Define what the product is, how it is packed, what it costs and where finished stock is held.
| Product / SKU | Source | Actual cost | Factory stock | Shop stock | Actions |
|---|
B2B Customer Pricing
Select a customer, maintain its MOU and enter negotiated flat SKU rates. An agreed rate is a selling price—not a discount.
Customer product prices
Profit and margin update as you enter the agreed rate.
| Product | Pack / SKU | Current cost | Default B2B rate | Agreed customer rate | Profit | Margin % | Action |
|---|
Agreement / MOU
Upload the signed copy and preserve every previous agreement.
| Reference | Effective period | Status | Copy | Action |
|---|
B2C Pricing
Maintain the active base retail price independently from invoice-level discount authorization.
| Product | Pack / SKU | Current cost | Current B2C price | Profit | Margin % | New B2C price | Effective from | Action |
|---|
Barcode Label Printing
Preview, print and reprint existing persistent SKU barcodes. This screen never generates or changes barcode values.
| Select | Product | SKU / Pack | Barcode | Stock | Print Status | Last Printed | Label Qty | Action |
|---|
Inventory
Current stock, Factory dispatches and Shop receipts.
Current finished-goods stock
Physical Factory + Shop stock only. In-Transit goods are shown under Transfer Confirmation.
| Product Description | Pack Size / SKU | Factory | Shop | Total | Action |
|---|
Factory → Shop Stock Transfer
Transfer Out reduces Factory stock. Shop stock increases only after receipt confirmation.
Transfer Confirmation
In-Transit transfers awaiting physical receipt at Shop. Confirm each transfer once.
External Oil Processing
Processing Request → Processing & Receipt → Supplier Bill → Supplier Payment.
Processing Request
Material sent to a Supplier. Expected charges are planning values only; no stock, payable or payment is posted.
Processing & Receipt
Compare expected oil with accepted litres and post finalized finished SKU units once to the selected stock location.
Supplier Bills
Confirmed actual charges create the payable. Only Supplier Payments affect Cash/Bank.
| Supplier Bill No. | Bill Date | Processing Order No. | Supplier | Bill Amount | Paid | Outstanding | Payment Status | Action |
|---|
Packing & Consumables
Purchased materials and manual consumption — separate from finished oil inventory.
Accounts
A practical daily record of money received, money spent, cash/bank position and B2B receivables.
Daily Cash Book
Credit is money in. Debit is money out. Voided entries remain visible without affecting balances.
| Date / Time | Description | Method | Account | Credit | Debit | Balance |
|---|
Employee Payments
Salary and wages are the same expenses recorded in the Cash Book.
Profit & Loss
Recognized revenue and costs, not every Cash Book debit.
Reports
Report Centre — common criteria, results and exports.
Search Criteria
Report Results
Select a report and click View Report.
Configure customer messaging, maintain templates, test the connection and review delivery activity.
Test WhatsApp setup
Validate the saved provider and sender configuration before operational use.
Recent WhatsApp activity
Review prepared, sent and failed customer messages.
| Date | Customer | Mobile | Message Type | Template | Invoice / Reference | Provider | Status | Staff |
|---|
User & Access Control
Manage the controlled path User → one Role → Groups → Functions.
Users
Each login account has exactly one Role.
| Username / User | Contact | Role | Status | Last Login | Created | Action |
|---|
Roles
Assign multiple Groups and review the resulting effective Functions.
| Role | Assigned Groups | Effective Functions | Users | Status | Action |
|---|
Groups
Bundle system-defined Functions into understandable access areas.
| Group | Functions | Used by Roles | Status | Action |
|---|
Function Master
Application capabilities are registered by development and cannot be created manually.
| Module | Function | Description | Function Code | Status |
|---|
Admin / Settings
Business configuration and server-enforced operational controls.
Protected transaction history
Audit capture is mandatory and cannot be disabled from this screen.
Recent administrative activity
| Date | User | Action | Reference |
|---|
Server-enforced controls
Plain-language summary of safeguards currently active in the application.