💰 Sales Budget
Month-to-date & year-to-date sales performance
| Month | Retail Target | Retail Actual | Retail % | WHL Target | WHL Actual | WHL % | Invoices |
|---|---|---|---|---|---|---|---|
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Product List
Manage SKUs, descriptions and pricing
| SKU | Description | Cost Price (excl. VAT) | Retail Price (excl. VAT) | Strategic Partner Price (excl. VAT) | Flexi Partner Price (excl. VAT) | Actions |
|---|
Product List USA
US dollar (USD) pricing — visible to admin only. Quotes and invoices for customer AKR00776 (Akra USA) are issued in US dollars.
| SKU | Description | Cost Price (excl. VAT) | Retail Price (excl. VAT) | Strategic Partner Price (excl. VAT) | USA Price (USD) | Actions |
|---|
Customers
Manage customer accounts
🌐 Portal Registrations
| Account # | Customer Name | VAT Number | Invoice Address | Shipping Address | Sales Rep | Tier | Captured | Actions |
|---|
Sales Representatives
Manage reps, their customers and commission
Consignment Warehouses
Manage warehouse locations and contacts
Inventory
Track stock levels and movements
SKU |
Description |
QTY Wellington | QTY Irene | QTY Total | Cost Price | Retail (excl. VAT) | Strategic Partner (excl. VAT) | Total Cost Value | Actions |
|---|
Consignment Warehouses
View and manage stock at each warehouse
Invoices, Credit Notes & Quotes
Manage all sales documents
| Doc # | Type | Customer | Status | Subtotal | VAT | Total | Balance Due | Date | By | Actions |
|---|
Customer Statements
View and export customer account statements
| Doc # | Type | Customer | Date | Subtotal | VAT | Delivery Fee | Total | Status |
|---|
Sales Reports
Retail & partner sales per customer with budget tracking
📅 Customer Activity
Last invoice per customer — oldest first so you know who to call
Press Run Report to load your customer activity.
Stock History
Complete audit trail of all stock movements
| Date | SKU | Description | Movement Type | Qty | From | To | Reference |
|---|
⚙️ Config
Application settings & user management (Admin only)
🔧 App Settings
Invoice Logo
Company Details
Banking Details (used in portal order emails)
👤 User Management
| Username | Password | Role | Permissions | Created | Actions |
|---|
🌐 Customer Portal Settings
🔧 Returns Portal
👷 Repairer Account
🚧 Portal Maintenance Mode
Enable this before uploading files to cPanel. Customers will see a “back shortly” page and cannot place orders. Disable it after uploading.
🗂️ Sidebar Tab Order
Drag and drop the tabs to set the order they appear in the sidebar. Only tabs you have access to are shown. Your order is saved in this browser per user — other users keep their own order.
🔍 Stock Integrity Audit
Runs 6 checks against the live database: negative stock, pending mismatches, zero-stock warehouse orders, source-switch patterns, stale invoices, and Irene movement audit.
📦 Partner Orders
Orders submitted through the customer portal. Convert to invoice → Ship → Mark as Paid from Invoices tab.
| Order # | Customer | Date | Items | Total (incl. VAT) | Status | Actions |
|---|---|---|---|---|---|---|
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📊 Revenue Report
🔧 Returns
Customer repair return tickets submitted through the Returns Portal.
📋 Audit Log — Deleted Documents
Read-only archive of all deleted invoices, quotes and credit notes (Admin only)
| Type | Number | Customer | Doc Date | Subtotal | VAT | Total | Deleted By | Deleted At | |
|---|---|---|---|---|---|---|---|---|---|
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🔭 Suppliers
Manage supplier accounts and banking details
| Account # | Supplier Name | Company | VAT Number | Phone | Captured | Actions |
|---|
📥 Stock Intake
Receive stock from suppliers — updates main inventory automatically