Dashboard
Sales MTD
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AR Outstanding
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Open Orders
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Low Stock SKUs
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Pending POs
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Active Customers
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Open Returns
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Campaign Spend MTD
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Activity
0Workflow
SalesOrder Workflow
Automation Rules
WHEN Product fieldChanged → THEN flag + notify
Active · local
WHEN Invoice date condition (status=Sent) → THEN setField + notify
Active · local
WHEN SalesOrder enters → THEN notify
Active · local
WHEN SalesOrder enters → THEN notify
Active · local
WHEN Customer fieldChanged → THEN flag + notify
Active · local
Products
Stock by category
Products
| ID | name | sku | category | brand | costPrice | retailPrice | stockOnHand | reorderPoint | status | Actions |
|---|
Suppliers
Suppliers
| ID | name | category | contactName | paymentTerms | status | Actions |
|---|
Purchase Orders
Purchase Orders
| ID | supplier | orderDate | expectedDelivery | totalAmount | status | Actions |
|---|
Customers
Customers
| ID | name | type | phone | creditLimit | balance | status | Actions |
|---|
Sales Orders
Sales Orders Pipeline
Sales Orders
| ID | customer | orderDate | deliveryDate | totalAmount | channel | status | Actions |
|---|
Returns
Returns
| ID | salesOrder | customer | reason | amount | status | Actions |
|---|
Invoices
Invoices
| ID | customer | salesOrder | amount | taxAmount | dueDate | status | Actions |
|---|
Invoices
| ID | customer | salesOrder | amount | taxAmount | dueDate | status | Actions |
|---|
Campaigns
Campaigns
| ID | name | type | startDate | endDate | budget | spend | conversions | status | Actions |
|---|
Employees
Employees
| ID | name | role | department | hourlyRate | status | Actions |
|---|
Roster
Roster Calendar
Roster
| ID | employee | date | startTime | endTime | hours | location | status | Actions |
|---|
Leave
Leave Requests
| ID | employee | type | startDate | endDate | days | status | Actions |
|---|
Settings
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