ERP

Executive Dashboard

Top management view — today's numbers first

Top Priority

Operations

Raw Material Stock by Item

System Overview

Welcome back. Here is the latest from your business.

Production & Delivery Volume

Liters delivered per month · dashed = forecast

Needs Attention

View all insights →

Production vs Sales (Trailing 12 Months)

Liters per month

Production Sales

Reference No.	Date	Type	Items	Volume
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Customer Orders (Portal)

Orders customers placed themselves. Review the quantities, then Finalize to create the real Sale Order — the customer sees the result in their portal.

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Request No.	Customer	Placed	Wanted By	Items	Status	Sale Order
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S.O. No.	Date	Customer	Lines	Value	Status

DR No.	Date	S.O. No.	Customer	Lines	Qty	Gate Pass

	DR No.	Date	S.O. No.	Customer	Lines	Qty

GP No.	Date	Vehicle No	Driver	Route	Orders	Qty

Code	Company	City	Province	Contact

Voucher No.	Date	Type	Cheque No.	Narration	Debit	Credit

Code

Account

Nature

Type

Balance

Group heads are totals only — you cannot post to them.

Title	Bank	Account No	Currency	Book Balance	Active	On Invoice

Pick an as-of date and click Apply.

Code	Name	Category	Purchase Date	Cost	Accumulated	Book Value	Status

Code	Name	Designation	Dept	Basic	Allowances	Gross	Active

Period	Run date	Voucher	Employees	Gross	Deductions	Net

Bulk Data Import

Upload the cutover CSV files here — customers, suppliers, items, and the opening balances sheet (saved as CSV). Re-importing a corrected file is safe: existing codes are updated, new ones added. Admin only.

Customers

new_customers.csv — code, company_name, address…

Suppliers

new_suppliers.csv — code, name, address…

Items

new_items.csv — item_code, name, prices…

Opening Balances

From Azhar's cutover workbook: export the Opening Balances sheet as CSV with columns head_code, opening_debit, opening_credit, opening_date.

New Entry auto-generated on save Payment Voucher Record a payment to a supplier, employee, or vendor. All monetary values are in Pakistani Rupees (PKR).

Payment Details

Choose the payment type and source account

Payment Type

Pay Mode

Supplier

Pay From (Cash/Bank Account)

Amount & Withholding Tax

Tax auto-calculates from percentage

Total Payment Amount (Rs.)

Date

Narration

Payment Summary ● Live

Net Payable

Rs 0

Fill in the form to begin

Gross AmountRs 0

Net PayableRs 0

Checklist

Quick Tips

WHT % varies by service type — check FBR rates.
Cheque payments need a cheque number in the Cheque No. field.

Recent Payment Vouchers

Date	Voucher	Description	Pay Account	Amount

New journal voucher Auto-numbered on posting

Draft

Date

Narration

Attach Invoice (optional)

Account

Debit

Credit

Narration

Cheque No.

Debit 0

Credit 0

Enter amounts — one side per line

Recent Journal Vouchers

Date	Voucher	Narration	Debit	Credit

New Supplier Bill

Record a vendor invoice received from a supplier.

Draft

Supplier * Choose the vendor who issued this bill

SB

Vendor Bills

Internal Purchase Invoice(s) * Tick every PI this vendor invoice covers — one invoice can cover several partial deliveries

— select a supplier first —

Vendor Bill No. *

Vendor Bill Date *

Vendor Bill Amount (Rs.) * Total amount on the vendor's invoice — must match what's ticked above

Narration Optional remarks for this entry

All amounts are in Pakistani Rupees (Rs.) · Fields marked with * are required.

Supplier Bills

Vendor Bill No.	Supplier	PI No.	GRN No.	Date	Amount	Paid	Balance	Status

Receive Voucher

Receipt Type

Customer

Received a customer's cheque that hasn't cleared yet? Use Cheques in Hand instead — it stays pending until the cheque actually clears. Only post here once the money is already in cash or has hit the bank.

Income Account

Amount (Rs.)

Receive Into (Cash/Bank Account)

Date

Narration

Recent Receive Vouchers

Date	Voucher	Description	Receive Account	Amount

Record a cheque received from a customer

Customer

Bank Account (which of our accounts this is expected to go into)

Cheque No.

Cheque Date

Paying Bank

Amount (Rs.)

Received Date

Notes

Customer	Cheque No.	Cheque Date	Amount	Status

Cheque Book	Bank Account	Range	Total	Used	Available	Next Available	State

Cheque No.	Bank	Book	Issue Date	Payee	Amount	Voucher	Status

A cheque turns Cleared only when its bank line is reconciled against the bank statement in Banking → Reconciliation. There is no manual Clear here on purpose.

Voucher No.	Date	Cheque No.	Narration	Debit	Credit

Code	Name	City	Province	Account Code	Email / Fax

SO No.	Date	Customer	Gate Pass	Status

Page 1

SO No.	Date	Customer	Voucher No.

Page 1

	PI No.	GRN No.	Date	Vendor / Supplier	Status	Amount	Tax	Total	Balance

Code	Item	Packing	Opening	In (+)	Out (−)	Stock Qty	Status

Select a date range and click Run. Leave the item field blank to see all items with movement in the period.

Item	SKU Type	Packing	Stock Qty	Min Level

Bill of Material

Recipe + packing per SKU — Standard drives MRP, Alternatives need approval

BOM List

Recipe Detail

Approval Queue

Finished Good	Recipe	Status

Select a BOM from the list (or an item in the Approval Queue) to view its recipe here.

Alternatives Awaiting Approval

A Standard recipe never needs approval — only Alternatives, before they can be used on a Production Order.

Blending Orders

One kettle batch per order — issue material → blend → QC release

Blending Orders

Order Detail

Batch Genealogy

Forward Trace

Prod No.	Date	Finished Good	Packing	Qty	Status

Select an order from the list to view or work it here.

Open a completed order's "Batch Genealogy" to trace it here.

Forward Traceability

Pick a raw material and one of its GRN lots — see every Production Batch and Finished Good it went into. Use this when a supplier flags a bad lot, to find everything affected.

Raw Material

Lot No

Filling / Packing Orders

QC-passed Bulk Oil → pack → Finished Goods — one order per fill run

Filling Orders

Order Detail

Prod No.	Date	Finished Good	Packing	Planned Qty	Actual Filled Qty	Status

Select an order from the list to view or work it here.

Return No.	PO No.	Vendor	Amount	Date	Debit Note

To return goods, open the Purchase Order (Purchase → Purchase Orders) and use "↩ Return Items".

Opening Stock

Enter closing balances from the old system as this ERP's opening stock — and re-seed stock for testing

Set Opening Stock

Current Opening Lines

Production Test Reset

Set Opening Stock

Type what the opening balance should be — not how much to add. Saving the same number twice changes nothing; saving 0 clears it. Come back and correct any figure as often as you need — useful while the migration numbers are still being agreed.

SKU Type

Item

Opening Qty

Rate (per unit — opening valuation; needed for Finished Goods COGS)

As at (cutover date)

Note (optional)

Item	Tank	Batch	QC Status	Opening Qty	Rate	Value	As At
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Production Test Reset

Deletes one full rehearsal of the Blending → QC → Filling chain so it can be run again from the same opening stock. This cannot be undone.

Will be DELETED

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Never touched

Formulation BOMs
Packing BOMs
Items & all master data
Opening Stock (your seed survives)
Users, roles & audit log

Type RESET to confirm

Damage / Write-off

Loss reports across Production, Warehouse, GRN & Delivery stages

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Damage Log

Worst Items

By Stage

Report No.	Item	Qty	Value	Stage	Reason	Date	Voucher

Item	Qty	Value

Stage	Reports	Value

Complaints

Dealer, distributor, retailer, consumer & internal complaints — logged and reported to Top Management

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Complaint No.	Source	Customer	Category	Priority	Description	Status	Assigned	Date

Complaints Report

Overview, breakdowns, SLA and a detailed export — for Top Management

Overview

Analysis

Resolution / SLA

Detailed Report

Monthly Trend

Month	Logged	Resolved

By Status

Status	Count

By Priority

Priority	Count

By Source

Source	Count

By Category

Category	Count

By Department

Department	Count

By Assigned Person

Assigned To	Count

By Customer

Customer	Count

Target resolution time — Critical: 1 day · High: 3 days · Medium: 5 days · Low: 7 days

Complaint No.	Date	Customer	Source	Category	Priority	Department	Assigned To	Status

Warranty Claims

Internal only — approval is Top Management / Director level

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Claim No.	Customer	Item	Batch	Priority	Description	Status	Assigned	Est. Cost	Date

Technical Service Requests

Installation, maintenance, inspection & repair visits

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Request No.	Customer	Type	Description	Scheduled	Technician	Priority	Status

Sales Pipeline / Lead Tracking

Prospects and deals in progress

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Lead No.	Company	Contact	Stage	Expected Value	Next Action	Owner

Portal Accounts

Customer/dealer/distributor logins for the self-service portal — separate from staff User Management

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Username	Customer(s)	Type	Status

Customer Profitability

Revenue vs. cost of goods sold, per customer — billed (delivered) revenue only

Customer	Revenue	COGS	Gross Profit	Margin %

Tank Stock

Raw Material storage tanks — live level, capacity & item currently held

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Tank Stock — Detail

Tank	Item / Grade	Qty (Liters)	Qty (Gallons)	Capacity	Utilization	Status

Line Flush Log

Flush No.	Type	Tank / Line	Product	Transfer To	Qty	Value	Reason / Result	Date	Voucher

Item	UOM	Opening Balance	Gross Requirement	On Order	Net Requirement

MPS Dashboard

Every finished product's plan on one screen — click any row for its full weekly schedule

All Products

Blending Required

Shortage

ATP Risk

No Action

Product	Opening	Demand	Customer Orders	Shortage	Kettle	Batches	Total Blending	Blending Required	Closing On-Hand	ATP	Status	Action
Click Run to load every product's plan.

Master Production Schedule

Opening Balance → Demand Forecast → Customer Orders → Shortage → Kettle (per period) → Lot Size → Batches → Blending Qty → Closing On-Hand → ATP

Pick an item and click Run.

Closing On-Hand — physical stock at the end of the period Available to Promise — never negative; a red figure beside it is the uncovered order quantity Shortage — Opening Balance − Demand, shown as a minus figure with the litres beside it; 0 when the period is covered

Customer-Order Change Log

Every Sale Order qty edit for this item, with who/when/why — reason is mandatory at edit time.

Date	Sale Order	Old Qty	New Qty	Changed By	Reason
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Blending Requisitions

Batch requirements finalized from MPS — Kettle, Lot Size, Batches, Blending Qty

Product	Period	Kettle	Batch Plan	Blending Qty	Status	Blending Orders	Actions
No blending requisitions yet.

Aggregate Production Plan

Annual plan per SKU+packing, locked by top management, with a raw-material funding projection

Open Plans

Product + Packing	Planned Qty
Pick a year and Refresh.

Locked Plans

Product + Packing	Planned Qty	Locked By	MPS Committed	APP Remaining
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Annual Material & Financial Requirement Report

Every Open + Locked plan line for this year, combined and exploded through each product's active Formulation + Packing BOM — how much of each raw material/packaging item the whole year's plan needs, and what it will cost to procure.

Category	Component	Annual Required Qty	UOM	Rate	Rate Source	Estimated Amount
Pick a year and Refresh.

Raw Material Funding: — Packaging Funding: — Total Funding: —

Batch No.	Item	Qty Produced	Remaining	Status	Produced

QC Specifications

Which lab tests apply to each product, and their pass range — QC Test Entry loads this automatically per batch

Select Item / Product

Select FY and click Run.

Search an account to view its ledger.

Search a customer to view their ledger.

Search a supplier to view their ledger.

Supplier	Total Payable	Current	1-30 Days	31-60 Days	60+ Days

Customer	Terms	Invoices	Total Outstanding	Current	1-30	31-60	61-90	90+	Unapplied Credit

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Date	Invoice	GRN	PO	Vendor	Goods	Input Tax	Returned	Net Payable	Billed	Status

Vendor	POs	Invoices	Goods	Input Tax	Returned	Net Spend	Share	Unbilled	Rates

PO	Date	Age	Vendor	Requisition	Ordered	Still Due	Status

Invoice	Date	GRN	Vendor	Received	Invoiced	Billable	Vendor Billed	Difference	Finding

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Item	SKU Type	Packing	Stock Qty	Min Level

Tank	Item / Grade	Qty	Capacity

Item	Batch / Lot No.	Stock Qty	QC Status	Produced	Released

Date	Item	Type	Qty	Rate	Batch/Lot	Tank	Reference	Notes

Purchase Requisitions

Procurement Management System

Live

All Requisitions

Req No.	Date Needed	Department	Vendor	Amount (Rs.)	Status	Requested By

Req No.	Date Needed	Department	Vendor	Requested By

PO No.	Date	Supplier	Category	Amount (Rs.)	Status

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Code	Account	Debit	Credit	Balance

Timestamp	User	Action	Summary	IP

Username	Full Name	Email	Role	Status	Expense Approval

Registered Devices

Every non-admin user's login is bound to their approved laptop (Windows Hello / fingerprint / PIN). Admin accounts and Dealer/Distributor Portal logins are not affected.

Enforce device binding
Off = registration/approval still works, but login never blocks on it (safe to test). On = every non-admin user must sign in from an approved device.

User	Device	Status	Requested	Approved By	Last Used

Password Reset Requests

Fallback for "Forgot password?" — only lands here if email isn't configured (or sending failed) for that user; otherwise it's emailed automatically. Reset here and tell the user the temp password directly (phone/in person)

Username	Requested

⚠ Reset Test Data

Deletes every sale order, delivery, purchase requisition / PO / goods receipt, voucher, production order, material issue, expense request, APP (Aggregate Plan) line, and Blending Requisition/MPS override — so you can test the full APP → MPS → Blending Requisition → Production, Sale Order → Delivery, Purchase, and Voucher flow end-to-end and then wipe it clean. Master data (items, customers, suppliers, vendor catalog, BOM definitions, chart of accounts, users) is never touched by default. This cannot be undone.

Also delete Formulation & Packing BOMs
Only for the pre-go-live testing phase, while every BOM on file is dummy data. Once real BOMs exist, leave this unchecked — BOM definitions are normally treated as master data and kept.

Also delete Customers
Deletes every Customer record itself, plus its Complaints/Warranty/Service Request history, Cheque Receipts, per-customer Price List overrides, and its own ledger account. Only for the pre-go-live testing phase. Items/Suppliers/BOMs/other master data are untouched either way.

Type DELETE TEST DATA to confirm

🧪 Seed Sample Data

Creates one realistic chain of dummy entries so there's something to click into — a Formulation BOM, a Packing BOM, a Base Oil Purchase Order + Goods Receipt into a tank, a Purchase Return, a Production Order producing a QC batch, a passed QC test, and a Damage/Write-off. Reuses your existing items/tanks/suppliers — safe to run more than once. Use Delete All Test Transactions above to clear it out again.

Financial Years

Activate the year new vouchers should post into, and lock a year once it's closed to block further postings.

Label	Start	End	Status

Opening Balance Snapshot

Read-only report — computed from full transaction history as of the selected year's start date. Nothing is written anywhere; each generation is logged to the Audit Trail.

Financial Year

Submit Request

Fill in the details below — this goes for approval first. No accounting entry is made until finance later issues an advance and/or settles the expense.

Description

Date

Line Items

Item	Notes	Qty	Price (Rs.)	Amount

Total: 0

Attach Invoice (optional at this stage — photo or PDF of receipt)

This is upload #1 of 2. Finance will attach the same invoice again when posting the final Expense Voucher.

Frontend Errors

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Backend Errors

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Unresolved

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Time	Source	Message	Page / Endpoint	User	Status

ℹ This report shows factual activity counts from the audit trail. It does not judge intent — patterns shown here are a starting point for review, not a conclusion.

Activity by User

User	Role	Actions	Logins	Failed Logins	Last Seen

Dormant Accounts

Active accounts with zero activity in the selected window

Repeated Failed Logins

3 or more failed attempts

After-Hours Activity

Before 7am or after 9pm — 25%+ of a user's actions

Approval Timing by Approver

Decisions made and rejection rate

Messages

Select a conversation, or start a new one.

Forgot Password

Dashboard

Notifications

Executive Dashboard

System Overview

Customer Orders (Portal)

New fixed asset

Log complaint

Complaint

Log warranty claim

Warranty Claim

Log service request

Update service request

New lead

Lead —

Create portal login

Edit portal login

Invoice detail —

APP Plan Detail —

Item Sales Ledger —

Depreciation preview —

New Employee

Payroll preview

Edit Payment Voucher

Edit Bill

Adjust Advance

Edit Receive Voucher

New Cheque Book

Spoil a cheque

Edit Cheque

Clear cheque

Bill of Material

Blending Orders

Filling / Packing Orders

Opening Stock

Damage / Write-off

Complaints

Complaints Report

Warranty Claims

Technical Service Requests

Sales Pipeline / Lead Tracking

Portal Accounts

Customer Profitability

Tank Stock

MPS Dashboard

Master Production Schedule

Blending Requisitions

Aggregate Production Plan

QC Specifications

Purchase Requisitions

Revise agreed rates

Registered Devices

Password Reset Requests

Select Financial Year

Change password

New Item

Edit item

New sale order

Create Delivery

Create Gate Pass

Adjust Delivery

New voucher

New user

New bank account

Add Account

Account Card

Report Damage

Log Line Flush

Purchase Return

New Purchase Requisition

New Purchase Order