Dashboard
| Client | Received | Pending | Advance | Total |
|---|
Current Month Sales
Monthly Sales Trend
Stock Overview
Walk-in sales slip — no customer name, GST or HSN/SAC. Add items with quantity, rate and amount.
| Sale No. | Date | Sale Type | Time | Total Amount | Status | Actions |
|---|
| Invoice No. | Date | Customer Name | Billable Amount | GST Amount | Total Amount | Status | Actions |
|---|
Stocks = materials purchased and stored. Stock items are intentionally separate from the Invoice Item List.
| Item Name | Quantity | Purchase Price | Selling Price | Stock Value | Actions |
|---|
Only these items can be selected in invoices. This list is separate from Stocks. Rate is entered manually when creating Sales or Invoices.
| Item Name | HSN/SAC | Actions |
|---|
| Name | Address | Contact | GST No. | Actions |
|---|
| Invoice | Customer | Total | Received | Pending | Advance | Status | Actions |
|---|
Reset emails go to the selected user's inbox. The user enters the code on the login screen and chooses their own password. Resetting a password does not enable a disabled CRM account.
| User | Role | Access | Status | Action |
|---|
Backup CRM Data
Download a complete copy of your current CRM data. You can keep this file in Google Drive, OneDrive, an external drive, or another safe location.
Restore CRM Data
Restore the CRM from a previously downloaded backup file. A safety backup of the current data will be downloaded automatically before restoring.
Sales Report
View daily, weekly, monthly or yearly sales.
Invoice Report
View invoices, customers, payments and balances.
Stock Purchase Report
View stock quantities, purchase rates and stock value.
Item Sales Report
Sales + Invoices item-wise ranking from highest to lowest sales.
Consolidated Report
All three reports in one PDF, each on separate pages — 1st of this month to today.