Net sales
$0.00
Executive Financial Dashboard
Real-time overview of sales performance, financial liabilities, and inventory value.
Total Sale Amount
$24,850.00
+14.2% vs last moSale Due
$1,420.50
8 Pending InvoicesPurchase Amount
$12,940.00
34 RestocksPurchase Due
$850.00
Due in 3 daysMonthly Sales vs Purchases
2026 Fiscal YearSales Breakdown
Paid, Due, and Returned transactions
Paid
75%
Due
20%
Return
5%
Top Performing Customers
| Customer Name | Orders | Total Spent |
|---|
Top Selling Products
| Product Name | Category | Units Sold |
|---|
POS Sales Terminal
Select items to instantly add to the current order cart
Current Order
#POS-100Active POS Counter Terminal 01
Held Orders 0
No held orders.
Cart is empty
Click products from the catalog to build the order.
Subtotal
$0.00
Tax (8% GST)
$0.00
Discount
-$0.00
Total Payable
$0.00
Products & Stock
Manage stock levels, categories, product variants, and imports.
Showing 0 items in stock
| Product Name & SKU | Category | Unit Price | Stock Qty | Status | Actions |
|---|
Create Product
Add product identity, pricing, and stock details to your inventory.
Shortage Products
Products at or below their reorder level, with stock details and purchase actions.
| Product & SKU | Category | Available Stock | Reorder Level | Suggested Order | Action |
|---|
Warehouses & Stock Transfers
Track demo stock by location. Transfers move stock without changing company-wide quantity.
| Product | SKU | Warehouse | Available stock |
|---|
Batch & Expiry Tracking
Record received batch quantities and expiry dates. Expiry alerts are based on the browser's current date.
| Batch | Product | Warehouse | Quantity | Expiry | Status |
|---|
Import Products
Upload a CSV file to preview, validate, and add products to your catalog.
Required CSV columns
name, sku, category, price, stock
Optional: brand, subcategory, uom, reorderLevel, description
Choose a CSV file to inspect its rows before importing.
| Name | SKU | Category | Price | Stock | Validation |
|---|---|---|---|---|---|
| No file selected. | |||||
Barcode Settings
Configure barcode identifiers and product label information.
Branch Pricing
Set a price per branch. Labels print the branch price; blank falls back to the base product price.
| Product | SKU | Base Price | Branch Price |
|---|
Label Generator
Generate barcode, shelf, or QR labels using the selected branch's prices and the settings above.
| Product | Code | Branch Price | Copies |
|---|
Preview
Sales workspace
Quotations
Build polished customer offers, keep every revision organized, and follow responses from draft to signed acceptance.
0
Total quotations
Quotation register
Review offers and keep track of customer decisions.
| Quotation | Customer | Created / valid until | Total | Status | Actions |
|---|
Purchase Orders
Create supplier orders, monitor fulfillment, and receive stock into inventory.
Open orders: 0
Purchase order register
| Order | Product | Supplier | Qty / Cost | Order / Expected | Status | Action |
|---|
Purchase Invoices
Record supplier bills, due dates, purchase line items, and payment balances.
| Invoice | Supplier | Date / Due | Product | Total | Paid / Due | Status | Action |
|---|
Suppliers
Maintain supplier contacts and payment terms for purchasing.
| Supplier | Email / Phone | Address | Terms | Purchases | Status | Action |
|---|
Purchase Returns
Track goods returned to suppliers. Stock is deducted when the return is processed.
| Return | Supplier | Product | Qty | Original document | Reason | Status | Action |
|---|
Sale Invoices
Create customer invoices, record payments, and track outstanding balances. POS transactions also appear here.
Payment details and special instructions
Invoice addresses
Choose a customer in the invoice form to load their billing address.
Sales invoice register
Invoices are also visible in the matching customer portal.
| Invoice | Customer | Date | Items | Total | Paid / Balance | Status | Actions |
|---|
Pro Forma Invoices
Prepare preliminary customer invoices, download a PDF, and convert an accepted pro forma into a sale invoice.
Pro forma documents do not record revenue, receive payment, or reserve stock. Stock is checked and deducted only when converted.
Pro forma register
Draft documents remain separate from sales, payments, and inventory until converted.
| Pro forma | Customer | Date / Valid until | Item | Total | Status | Actions |
|---|
Customers
Manage customer contact details and account balances for sales.
| Customer | Contact | Invoices | Total Sales | Outstanding | Status | Actions |
|---|
Sale Returns
Record returned items against original invoices. Processing a return puts sellable stock back into inventory and adjusts the invoice balance.
| Return | Invoice / Customer | Product | Qty | Credit | Reason | Status | Action |
|---|
Chart of Accounts
Maintain ledger accounts and opening balances for your accounting workspace.
| Code | Account | Type | Opening balance | Status | Action |
|---|
Journal Entries
Post balanced debit and credit entries and review the ledger journal.
| Date / Ref | Description | Debit | Credit | Amount |
|---|
Expenses
Record operating expenses with category, payee, date, and payment method.
| Date | Category / Payee | Description | Method | Amount |
|---|
Financial Summary
Sales, purchases, operating expenses, receivables, and payables.
Purchases
$0.00
Operating expenses
$0.00
Estimated gross profit*
$0.00
Tax on sales
$0.00
Overdue receivables
$0.00
Accounts receivable
$0.00
Accounts payable
$0.00
*Estimated gross profit uses saved item cost when available, otherwise current product cost. Missing cost data is treated as $0 and can overstate this demo estimate.
Sales Report
Invoice status and sales totals by customer.
| Customer | Invoice count | Net sales | Collected | Balance due |
|---|
Payment Report
Review customer payment and refund transactions with invoice details.
Payment transactions
0
Net payments received
$0.00
| Payment date | Reference | Invoice | Customer | Method | Invoice status | Amount |
|---|
Purchase Report
Supplier invoice totals, payments, and outstanding balances.
| Supplier | Invoices | Total purchases | Paid | Balance due |
|---|
Inventory Report
Current on-hand quantity, estimated stock value, and reorder status.
Units: 0Stock value: $0.00Reorder alerts: 0
| Product / SKU | Category | On hand | Reorder level | Retail value | Status |
|---|
Stock movement history
Receipts, sales, adjustments, returns, and warehouse transfers.
| Date | Reference | Product | Movement | From | To | Quantity |
|---|
Company Profile
Business identity, branding, and contact details used across the ERP workspace.
Document colors
Choose separate accent colors for generated invoice, quotation, and pro forma PDFs.
Tax & Currency
Configure defaults for new POS and sales invoices. The default tax/GST rate applies to new POS sales, invoices, and quotations. Existing sent quotations keep their saved rate.
Users & Access
Maintain a local staff directory and application roles. This demo directory does not provision real login credentials.
| Name | Department | Role | Status | Action |
|---|
Customer Relationship Management (CRM)
Manage customer profiles, contact info, loyalty status, and account states.
Total Registered Customers: 0
| Customer Name | Email / Phone | Total Orders | Total Spent | Account Status | Actions |
|---|
Lead pipeline
| Lead | Source / Value | Status | Actions |
|---|
Recent customer activity
Follow-ups & due reminders