Good morning 👋
—
Orders in Hand
—
—
Unallocated
—
Need PO issued
Open POs
—
—
Avg Margin
—
across open orders
Open Order Value
—
orders in hand
🧾 GST Summary
Output = issued domestic INR invoices · exports zero-rated under LUT · Input = ITC on domestic purchases
| Company (GST entity) | Output GST on sales |
Input GST ITC on purchases |
Net GST payable / (refund) |
|---|
Recent Client Orders
| SO# | Client | Item | Value | Del. Date | Alloc | Status |
|---|
Order Status Mix
Activity Feed
Client Orders
All sales orders received · sorted by delivery date
🔍
📅→
—
| SO# | Del. Date | Client | Category | PO Ref | Qty | Sale Value | Currency | Sale INR | Supplier | Purchase+GST | Gross Margin | Alloc | Status | Actions |
|---|
Purchase Orders
POs issued to suppliers
🔍
—
| PO# | Issue Date | Supplier | Against SO | Item | Qty | Rate | GST% | GST Amt | Total+GST | Del. Due | Pay Terms | Status | Actions |
|---|
Supplier Master
Manage your vendor list
🔍
| Code | Name | Contact | Category | City | GST | Pay Terms | Lead (days) | Actions |
|---|
Order Allocation
Assign client orders to suppliers · issue POs
Unallocated
0
Need PO issued
Allocated (Active)
0
In progress
Overdue at Suppliers
0
Follow up
Closed (MTD)
0
this month
Unallocated Orders — Action Required
| SO# | Client | Category | Item | Qty | Sale Value (INR) | Delivery Due | Days Left | Action |
|---|
Allocated Orders — Supplier Tracker
| SO# | Client | Item | Supplier | PO# | Qty | Progress | PO Due | SO Due | PO Status |
|---|
Payments & Receipts
Client receipts and supplier payments
Receipts (MTD)
—
from clients
Payments (MTD)
—
to suppliers
Net Position (MTD)
—
receipts − payments
FC Exposure
—
open FC orders
Outstanding Receivables
—
due to Rising
In Transit @ Intermediary
—
client paid, not yet remitted
Outstanding Payables
—
due to suppliers
Net Outstanding
—
receivables − payables
💰 Outstanding Summary
📥 Receivables — payments due from clients (per sale invoice)
Outstanding: —
| Invoice | Seller | Bill To | Order | Routing | Invoice Value | Received | Outstanding | Status | Action |
|---|
📤 Payables — payments due to suppliers (per supplier invoice)
Outstanding: —
| Supplier Inv | PO | Supplier | Invoice Value | Paid | Outstanding | Status | Action |
|---|
🧮 Outstanding by Party
Receivable from (due to Rising)
| Party | Outstanding |
|---|
Held at intermediary (in transit)
| Intermediary | In Transit |
|---|
Payable to suppliers
| Supplier | Outstanding |
|---|
🔍
| Pay# | Type | Date | Party | Ref (SO/PO) | Currency | Amount (FC) | FX Rate | Amount (INR) | Mode | UTR/Ref | Remarks | Actions |
|---|
Margin Statement
Order-wise profitability
Gross Revenue
—
sale value INR
Purchase Cost (incl GST)
—
—
Gross Margin
—
—
Allocated Orders
—
with PO cost known
Margin Statement
| SO# | Del. Date | Client | Item | Qty | Sale Value | Currency | Sale INR | Purchase | Gross Profit | Margin% | Status |
|---|
Client Master
Manage your buyers
🔍
| Code | Name | Contact | City | Currency | GSTIN | Credit (days) | Orders | Actions |
|---|
Product Catalogue
SKUs and item master
🔍
| Code | Description | Category | Unit | HSN | GST% | Sizes | Actions |
|---|
💰 Price Master
Locked prices · auto-captured on first transaction · admin can edit
🏢 Companies (Issuing Entities)
Your billing entities used on Purchase Orders · name, address, GSTIN, logo
| Name | Address | GSTIN | Logo | Action |
|---|
🤝 Parties (Bill-to / Ship-to)
Third parties & intermediaries used on sale invoices (e.g. Sunglow Trading FZCO)
| Name | Type | Country | Address | Currency | GSTIN/TRN | Action |
|---|
🚢 Shipments & Dispatch
Track dispatch of POs against client orders — mode, AWB/BL, ETD/ETA, documents
| Shipment | Order / PO | Client | Mode | AWB / BL / Docket | Carrier | ETD | ETA | Status | Docs | Packing List | Action |
|---|
📄 Invoices
Supplier invoices (received) & sale invoices (raised to client / bill-to)
🧾 Sale Invoices (to client / bill-to)
| Invoice | Date | Seller | Bill To | Ship To | Order | Qty | Value | Routing | Status |
|---|
📥 Supplier Invoices (received)
| Invoice | Date | Order / PO | Supplier | Qty Shipped | Value | Packing List | Docs |
|---|
✅ Approvals
Client orders & purchase orders awaiting approval (Admin, Deepti, Operations)
📋 Client Orders awaiting approval
| SO# | Client | Item | Qty | Value | Created | Action |
|---|
🛒 Purchase Orders awaiting approval
| PO# | Supplier | Order | Qty | Purchase Cost | Price Sheet | Action |
|---|
🗑️ Deletion requests awaiting Admin approval
Only an Admin can approve a deletion \u2014 no order or PO is removed without it.
| Type | Record | Requested By | Reason | Requested | Action |
|---|
Users & Permissions
Admin only
| Name / Email | Role | Access | Actions |
|---|