LPOs
0
Pending Payments
0
Low Stock Alerts
0
Deliveries
0
Active Users
0
Revenue Trend
Payment Status
Stock Distribution
Monthly LPOs
Low Stock Alerts
Items that need replenishment| Code | Item | Qty | Threshold |
|---|
Top Selling Items
Best movers by delivered quantity| Code | Item | Sold Qty |
|---|
LPO Register
Create, cancel, delete and track pending deliveries| Date | LPO | Client | Item | Lines | Total Amount | Status | Action |
|---|
Items
Images, serial tracking and low stock thresholds| Img | Code | Name | Category | Buying | Selling | Qty | Low Stock | Goods in Transit | Serials | Action |
|---|
Total Items
0
Avg Selling Price
0
Avg Buying Price
0
Margin %
0%
Price List
Consolidated view of item buying and selling prices with margins| Code | Name | Category | Buying Price | Selling Price | Margin | Margin % | Current Qty | Action |
|---|
Products
0
Active
0
Low Stock
0
Inactive
0
Products
Master catalogue enforced across LPO, procurement and invoicing flows| SKU | Name | Category | Brand | QR Ref | Price | Stock | Status | Action |
|---|
Catalogue Control
Categories, brands and item master governanceOnly active catalogue products are available for new LPO, purchase request, quotation and purchase order line selection. Invoicing stays linked to delivered catalogue items.
Categories
| Name | Parent | Notes | Action |
|---|
Brands
| Name | Notes | Action |
|---|
Warehouses
0
Warehouse Stock Qty
0
Low Stock Lines
0
Available Serials
0
Warehouse Stock Matrix
Advanced view of stock by warehouseRecent Warehouse Movements
Transfers and adjustments affecting warehouse balances| Date | Item | Type | From | To | Qty |
|---|
Serial Numbers
Add multiple serials at once. Deleting available serials reduces stock.| Item | Serial | Warehouse | Status | Action |
|---|
Delivery Notes
Create delivery notes from any source — LPOs, Sales Orders, or direct requests| Date | Delivery # | Type | LPO / SO | Client | Reason | Items | Stamped Doc | Action |
|---|
Total Collections
0
This Month
0
Direct / Repair
0
From Deliveries
0
Collections
Collect items back into stock — from a prior delivery, or directly from a client (e.g. repair & return). Delivery status is preserved.| Date | Collection # | Type | Delivery # | Client | Reason | Items | Status | Action |
|---|
Invoices
Create, print and manage invoices. Record payments and track invoice status.| Date | Invoice # | LPO # | Client | Amount | Balance | Status | Stamped Doc | Action |
|---|
Debit Notes
KRA eTIMS compliant debit notes for price adjustments and additional charges. Invoice Type Code: 03| Date | DN # | Original Invoice | Client | Buyer PIN | Amount | Tax | Status | eTIMS | Action |
|---|
Total Customers
0
With Invoices
0
Total Invoiced
0
Outstanding
0
Customers
| Customer ID | Type | Name | PIN | Phone | Address | Action |
|---|
Quotes
Create and manage customer quotations — convert to sales orders or LPOs| Date | Quote # | Client | Amount | Status | Action |
|---|
Sales Orders
Track confirmed sales orders from quotation to delivery| Date | SO # | Client | Amount | Status | Action |
|---|
Total Receipts
0
This Month
0
Today
0
Outstanding
0
Sales Receipts
Record payments received from customers against invoices| Date | Receipt # | Client | Invoice | Amount | Method | Reference | Action |
|---|
Active Profiles
0
Total Value
0
Due This Month
0
Overdue
0
Recurring Invoices
Set up automatic invoicing on a daily, weekly, monthly or yearly schedule| Client | Amount | Frequency | Next Date | Status | Action |
|---|
Total Received
0
This Month
0
Today
0
Pending
0
Payments Received
All incoming payments from customers linked to invoices| Date | Invoice # | Client | Amount | Method | Reference | Action |
|---|
Credit Notes
KRA eTIMS compliant credit notes for returns, discounts and corrections. Invoice Type Code: 02| Date | CN # | Original Invoice | Client | Buyer PIN | Amount | Tax | Status | eTIMS | Action |
|---|
Total Employees
0
Active
0
On Leave
0
Departments
0
Employees
Staff directory and employee management| Code | Name | Department | Position | Phone | Status | Action |
|---|
CRM, Service, Collections & Assets
Lead-to-service lifecycle, receivables follow-up and tool accountabilityTotal Leads
0
Qualified Pipeline
0
Pipeline Value
0
Open Tickets
0
Payment Promises
0
Tools Issued
0
Open Portal Requests
0
Approvals Pending
0
Notifications Queued
0
Lead Pipeline
| Lead # | Customer | Source | Assigned To | Value | Score | Status | Next Follow-up | Action |
|---|
Procurement, Logistics & Field Operations
RFQ comparison, delivery scheduling and POD, maintenance planning and technician expensesOpen RFQs
0
Scheduled Deliveries
0
Maintenance Due
0
Expenses Pending
0
Requests for Quotation
| RFQ # | Title | Request Date | Closing | Requested By | Status | Action |
|---|
Supplier Quotations & Comparison
| RFQ | Supplier | Reference | Amount | Delivery Days | Warranty | Technical | Commercial | Selected | Action |
|---|
Digital Operations & Integrations
Mobile workflows, offline synchronization, scheduled reporting, integrations and business continuityMobile Jobs
0
Offline Pending
0
Scheduled Reports
0
Active Integrations
0
Backup Plans
0
Failed Syncs
0
Mobile Work Orders
| Number | Type | Assigned | Scheduled | Location | Complete | Connectivity | Status | Action |
|---|
Enterprise Extensions
Recruitment, performance, training, fuel control, office budgets, portal access and warrantiesRecruitment Active
0
Training Planned
0
Fuel Pending
0
Active Warranties
0
Budget Actual / Total
0
Recruitment Pipeline
| # | Candidate | Vacancy | Source | Interview | Score | Status | Action |
|---|
Total Vehicles
0
Active Vehicles
0
Under Maintenance
0
Fuel Spend This Month
0
Open Trips
0
Claims Pending
0
Expiring Docs (30 days)
0
Open Incidents
0
Active Tyres
0
Pending Approvals
0
Service Due
0
Fuel Anomalies
0
Active Assignments
0
Open Work Orders
0
Unsettled Advances
0
Predicted Service Risks
0
Downtime Days
0
Open Smart Alerts
0
Purchase Requests
Request multiple items before vendor sourcing and PO approval| Request # | Date | Department | Requested By | Items | Est. Total | Status | Action |
|---|
Purchase Orders
Create and manage purchase orders sent to vendors| PO # | PO Date | Expected Date | Vendor | Warehouse | Item | Qty | Unit Cost | Amount | Status | Action |
|---|
Goods in Transit
Track shipments from vendors that are in transit| Date | Ref # | Vendor | Items | Qty In Transit | Amount | Status | Action |
|---|
Vendor Bills
Track and manage bills received from vendors — create a direct bill without a purchase order, or auto-create from GRNs| Date | Bill # | Vendor | GRN | PO | Amount | Status | Action |
|---|
Total GRNs
0
Goods received notes
Pending
0
Awaiting receiving
Received Value
0
Total value received
Linked POs
0
Purchase orders fulfilled
Goods Received Notes
Receive goods against purchase orders; stock updates automatically on posting. Vendor bills are created automatically for received items.| GRN # | Date | Linked PO | Vendor | Warehouse | Items | Amount | Status | Bill | Action |
|---|
Total Vendors
0
Total Billed
0
Total Paid
0
Outstanding
0
Vendors
| Name | Phone | Address | Balance | Action |
|---|
Active Recurring
0
Monthly Total
0
Next Due
-
Annual Estimate
0
Recurring Expenses
Schedule regular expenses that repeat on a defined interval| Name | Category | Amount | Frequency | Next Date | Status | Action |
|---|
Active Recurring
0
Monthly Total
0
Next Due
-
Annual Estimate
0
Recurring Bills
Schedule regular vendor bills that repeat on a defined interval| Vendor | Amount | Frequency | Next Date | Status | Action |
|---|
Total Paid
0
This Month
0
Today
0
Outstanding
0
Payments Made
Track payments made to vendors against bills| Date | Payment # | Vendor | Bill | Amount | Method | Reference | Action |
|---|
Vendor Credits
Track credit notes and adjustments received from vendors| Date | Credit # | Vendor | Bill | Amount | Reason | Status | Action |
|---|
Total Projects
0
Active Projects
0
Open Tasks
0
Overdue Milestones
0
Open Risks
0
Pending Approvals
0
Project Delivery Health
Showing all projectsProjects Register
Manage project portfolio inside the ERP| Code | Project | Manager | Priority | Status | Budget | Progress | Action |
|---|
Active Accounts
0
Cash in Hand
0.00
Outstanding Retirement
0.00
Pending Approval
0
Petty Cash Float Accounts
Custodians, branches, float balances and status| Account | Type | Custodian | Currency | Limit / Threshold | Current Balance | Status | Action |
|---|
Expenses
Record, approve, post and pay company expensesThis Month
0.00
This Year
0.00
Unpaid
0.00
Overdue
0.00
Pending Approval
0
All expenses
Complete expense register| Action | Date | Reference No. | Expense Title | Payment To | Recurring | Expense Category | Location | Payment Status | Tax | Total Amount | Payment Due | Added By |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total: | 0.00 | 0.00 | ||||||||||
Total Revenue
0
Receivables
0
Payables
0
Total Expenses
0
Net Position
0
Petty Cash Out
0
Expense Outstanding
0
Fleet Costs
0
Procurement Spend
0
Payroll Costs
0
Revenue vs Expenses
Cost Distribution
Finance by ProjectProjects linked with budgets, expenses, petty cash, invoices and payments
| Code | Project | Budget | Expenses | Petty Cash | Invoiced | Paid | Budget Variance |
|---|
Finance by ClientERP billing linked with client expenses and petty cash usage
| Client | Invoiced | Paid | Receivable | Expense Claims | Petty Cash |
|---|
Vendor Bills SummaryOutstanding payables by vendor
| Vendor | Total Billed | Total Paid | Balance |
|---|
Procurement SummaryPurchase order spend breakdown
| Vendor | PO Amount | GRN Received | Status |
|---|
Bank Accounts
0
Total Balance
0.00
Uncleared Cheques
0
Pending Transfers
0
Bank Accounts
All company bank accounts with balances and status| Bank | Account Name | Account No. | Currency | Balance | Status | Action |
|---|
Total Journals
0
Total Debits
0.00
Total Credits
0.00
Draft Journals
0
Manual Journals
Create and manage manual journal entries for adjustments, accruals and corrections| Date | Journal No. | Reference | Description | Debit Total | Credit Total | Status | Action |
|---|
Pending Updates
0
Completed Today
0
Failed Updates
0
Bulk Update
Mass update transactions, dates, accounts and references across multiple records| Date | Batch No. | Type | Records Affected | Description | Status | Action |
|---|
Tax Collected
0.00
Tax Paid
0.00
Tax Due
0.00
Returns Filed
0
Tax Payments
Track tax liabilities, payments to tax authorities and filing status| Date | Reference | Tax Type | Period | Amount | Authority | Status | Action |
|---|
Total Adjustments
0
Gain
0.00
Loss
0.00
Pending
0
Currency Adjustments
Revalue foreign currency balances and record unrealised gains or losses| Date | Reference | Account | Currency | Original Rate | New Rate | Gain / Loss | Status | Action |
|---|
Total Accounts
0
Asset Accounts
0
Liability Accounts
0
Active
0
Chart of Accounts
Manage all ledger accounts — assets, liabilities, equity, income and expenses| Code | Name | Type | Category | Currency | Tax | Status | Action |
|---|
Locked Periods
0
Current Lock Date
—
Pending Locks
0
Transaction Locking
Lock accounting periods to prevent changes to finalized transactions| Period | From | To | Locked By | Locked On | Status | Action |
|---|
Revenue Collected
0
Tax Total
0
Serial Numbers
0
Pending Deliveries
Items awaiting delivery by LPO
Pending Payments
Outstanding invoice balances
Tax Report
VAT collected per invoice
Delivery / Invoice Status
Delivery and invoice linkage
Delivery by Location
Deliveries grouped by destination
Paid / Delivered LPOs
Completed purchase orders
All LPOs
Complete LPO register with status
Stock Report
Current inventory levels
Low Stock Alert
Items below reorder level
Stock by Warehouse
Inventory per warehouse
Stock Movement
Warehouse movement history
Invoice Register
Complete invoice listing
Serial Numbers
All serial number tracking
Available Serials
Serial numbers in stock
Vendor Bills Pending
Unpaid vendor invoices
Payment History
All payment transactions
Customer Aging
Receivables aging analysis
Users & Roles
Admin-controlled module, action and employee self-service access| Username | Role | Linked Employee | Modules | Created | Action |
|---|
Audit Trail
Track all data changes — who changed what, when, and how many times
Total
0
Today
0
| Timestamp | User | Action | Entity | ID | Changed Fields |
|---|
Connected Users
Active sessions in last 15 minutesOnline Now
0
| Username | Role | IP | Last Activity |
|---|
Email & Customer Portal Notifications
SMTP delivery and automatic customer workflow messagesUsed in delivery and maintenance emails so customers can open the portal directly.
WhatsApp Notifications
Automated Reminders
Scheduled email alerts run automatically once an hour. Configure SMTP above first.Comma-separated. These addresses receive every alert below.
Days unpaid
Sends a complete list of every LPO with pending (undelivered) items, regardless of age. This ensures no pending delivery is missed in the email notification.
Days since LPO date
Alerts when any item drops to or below its reorder level.
Aging threshold (days)
Frequency
Scheduled Weekly Reports
Automatically email a consolidated business report every week. Configure SMTP above first.
When enabled, the system will automatically generate and email a comprehensive business report on the configured day and time.
Comma-separated emails. Falls back to Alert Recipients if empty.
Notification Log
Recent notification dispatch history| Date | Type | Recipient | Channel | Status |
|---|
KRA e-TIMS Integration
Kenya Revenue Authority Electronic Tax Invoice Management System
Token
Not Connected
KRA e-TIMS Data Operations
Sync data with KRA eTIMS — Basic Data, Sales, Stock & Purchase
e-TIMS Invoice Log
Submissions to KRA e-TIMS — shows both live API and sandbox submissions| Invoice # | e-TIMS # | Status | Response | Sent At |
|---|
Total Errors
0
Unresolved
0
Today
0
Critical / Fatal
0
System Error Log
All captured errors and exceptions — never miss a system failure
| Time | Type | Severity | Message | Endpoint | User | Status | Action |
|---|
Bank Details
Used for invoice printing
Attachments
Documents linked to records| Type | Entity ID | File | Created | Action |
|---|
Backup & Restore
Protect your data — create, download, upload, and restore database backups. Auto-backup runs every 10 minutes.
| Backup File | Date | Size | Actions |
|---|---|---|---|
| Loading backups... | |||
Auto-backup runs every 10 minutes. Backups older than 7 days are automatically deleted. Restoring creates a safety snapshot of the current database first. Click the Restore button next to any backup file to restore it.
Fix Stock Double-Count
Correct inflated stock quantities caused by a bug where adding serials was double-counting stock (each serial added +1 on top of the GRN qty that already included it). This runs automatically on login, but you can also trigger it manually here.
Fix Negative Warehouse Balances
When stock is delivered before being received (via GRN), a negative balance is created in the source warehouse. If the GRN then adds stock to a different warehouse, the negative balance persists — making the warehouse module show a higher quantity than the actual total. This tool consolidates negative balances by moving stock from positive warehouses to cover the deficits.