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Dashboard
Overview of your business performance.
Recent Quotations
Last 5Recent Invoices
Last 5Recent Delivery
Last 5Recent Transactions
Last 5Clients
Manage your business and track performance.
COMPANY-CODE+NAME(2)+YY(2)+2 letters/2 digits+STORE(4) — e.g. PCLSH2648GV1D8F
| Company Name | Client Name | Last Quotation | Last Invoice | Last Delivery | |
|---|---|---|---|---|---|
| Loading… | |||||
Settings
Manage your company profile and team.
General Information
Basic details about your company. These are shown across the dashboard.
Logo & Branding
Upload a logo for your company. It will automatically be resized to 500×500px, compressed to 200KB or less.
Units of Measurement (UOM)
Set the UOMs your store uses (e.g. PCS, KG, Box, Carton). Once saved, these show up in the UOM dropdown whenever you add or select a product — including New Quotation, Invoice, Purchase and Delivery.
Administrator Contact Information
Shown to users if their store account becomes inactive.
Terms & Conditions
This will be used as the default Terms & Conditions text on new quotations for your store.
Add New Team Member
Team Members
All members added under your store.
| Name | Contact | Post | Password | Status | Created | Actions | |
|---|---|---|---|---|---|---|---|
| No team members yet. | |||||||
Activity Log
A read-only history of every add, update, delete and status change made by anyone signed in to this store — across Clients, Quotations, Invoices, Deliveries, Suppliers, Transactions & Ledger, Settings and Daily Task. Each store only ever sees its own history, and entries here can never be edited or removed.
| Date & Time | User | Designation | Module | Action | Details |
|---|---|---|---|---|---|
| Loading activity log... | |||||
Products
Products added to your store. Other stores' products are never shown here.
| # | Product Name | Unit Cost |
|---|---|---|
| Loading... | ||
Daily Task
Add and track daily tasks for this store.
Add Daily Task
Add a task with a date for this store. Overdue tasks are highlighted in red, auto-removed 7 days after their date, and completed tasks (dark green) auto-remove 24 hours after being marked done.
Tasks
All daily tasks added for your store.
| Task Date | Task | Status | Actions |
|---|---|---|---|
| No tasks yet. | |||
Quotations
Create, track, and send proposals to your clients — all data syncs live with your database.
QTN-YYYY-COMPANY-######-CLIENT(5)-CODE — e.g. QTN-2026-PCL-482910-JIHAN
| Client / Company | Quote Date | Valid Until | Amount | Status | |
|---|---|---|---|---|---|
| Loading… | |||||
Invoices
Track payments and sales revenue.
INV-COMPANY-CODE+YY+CLIENT(4)+MM+2 letters/2 digits — e.g. INV-PCL26JIHA08PZ34
| Client | Total Amount | Balance | Status | |
|---|---|---|---|---|
| Loading… | ||||
Deliveries
Delivery Challan Management
Suppliers
Manage suppliers and record purchases.
COMPANY-CODE+YY(2)+SUPPLIER(5)+2 letters/2 digits — e.g. AEL26JAMA7F2K |
Purchase # format: PR+COMPANY-CODE+YY(2)+SUPPLIER(5)+2 letters/2 digits
| Company name | Supplier | Phone | Last Purchase Date | Last Payment Date | |
|---|---|---|---|---|---|
| Loading… | |||||
Transactions & Ledger
Track bank & cash balances, income, expenses and transfers.
Bank Accounts Breakdown
Income vs Expense
Cash Flow (last 6 months)
| Date | Transaction # | Type | Source | Category | Client / Supplier | Amount | Created By | |
|---|---|---|---|---|---|---|---|---|
| Loading transactions... | ||||||||
Store Log
Super Admin — search every store, manage renewal & activation, and take backups before any change.
| Store | Owner | Code | Mobile | Users | Status | Active Until | Notice | Created | |
|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||