Overview
Key metrics at a glance
Client Insights Dashboard
Deep-dive analytics isolated by account.
Client Master (Excel View)
Edit logistics dates and remarks directly inside the grid.
| Order No | Brand | Product | Country | Order Value | Material Ready | Booking Sent | Container Loading | ETD | ETA | Remarks |
|---|---|---|---|---|---|---|---|---|---|---|
| Select a client from the dropdown above. | ||||||||||
New Order Entry
Create or update transaction records.
Shipment Pipeline
Drag and drop cards to update status. Click a card to edit full details.
On Hold 0
In Production 0
Shipped 0
Delivered 0
Order Book History Vault
| Order No | Fin Year | Client | Country | Product | Order Value ($) | Supplier | Purchase ($) |
|---|
Arriving Status
| Order No | Client | Status | Ship Date | ETA | Arriving In | Container Tracking |
|---|
Payment Tracker Ledger
| Order No | Client Name | Total Sales | Total Recd | Balance Due | Supplier Name | Total Purchase | Total Paid | Balance Due | Action |
|---|
Client Bill Lodgement
| Order No | Client | Total Value | Total Logged | Balance Due | Action |
|---|
Supplier Bill Lodgement
| Order No | Supplier(s) | Total Purchase | Total Paid | Balance Owed | Action |
|---|
Payments Due Dates
| Order No | Client | Tranche | Tranche Due ($) | Due Date | Urgency Status | Action |
|---|
Payments Archive
All inward client receipts and outward supplier payments, latest first.
| Payment Date | Order No | Payment To / From | Total Value ($) | Nature | Flow |
|---|
Invoices Closed
| Order No | Client | Shipment Date | Total Paid | Action |
|---|
Manage Passwords
Control whether dashboard KPI cards are hidden behind a shared password on every computer.
Dashboard Card Privacy
Applies to Executive and Client dashboard KPI cards.
Require password to unhide dashboard cards
When enabled, cards hide on page load and every dashboard revisit.
Password protection status will appear here.
Change Password
Enter the current password when one already exists.
Master Data Management
Create new master records or update existing records in the system.
Add New Record
Create a new master record in the system
Edit Existing Records
Update details of existing master records