Dashboard

Executive Overview

Every location scored, risk-banded, and ranked — refreshed automatically, not once a month.

Dashboard

Daily Operations Dashboard

Today's revenue, orders, and channel mix — live, the moment you log in.

Reporting & Accounting

P&L CoreOps

One consolidated P&L across Sales Terminal, Wholesale, and Job Cards & Field Service.

Reporting & Accounting

Live P&L

Revenue, cost of sales, and gross profit % — recalculated the instant a sale posts.

Reporting & Accounting

Product Profitability

Standard GP% vs actual GP%, per product — the gap shows exactly where margin leaks.

Inventory

Inventory Health Score

Every location scored out of 100 on shrinkage, GP leakage, and stocktake discipline.

Inventory

Stock on Hand by Date

Stock value by category, as at any date — reconciled to the Xero Balance Sheet.

Multi-Location

Multi-Location Performance

Sales, GP%, and stock value for every location, side by side, on one screen.

Purchasing

Purchasing Dashboard

Reorder suggestions based on actual usage, with days-of-cover on every line.

Manufacturing & Workshop

Workshop / Job Card Board

A live, wall-mounted board of every active job, technician, and status.

Reporting & Accounting

Estimated VAT for the Month

A live running estimate of Output vs. Input VAT, built from what’s already captured.

Purchasing

Purchase Orders

108 purchase orders tracked end-to-end, from draft through sent to received.

Purchasing

Goods Received (GRV)

Every delivery received against its PO, posting straight to the ledger and Xero.

Sales & POS

Sales Terminal

A trade-counter till — catalogue, cart, VAT, and payment on one touch-optimised screen.

Purchasing

Suppliers

A full supplier master mapped directly to Xero contacts and accounts.

Products

Catalogue Designer

Print-ready product catalogues generated straight from live Sales Terminal data.

Products

Product Catalogue

56 active items across 8 categories, ready for Xero export.

Manufacturing & Workshop

Production Batches

Batch yield and cost variance tracked automatically on every production run.

Inventory

Stocktake

Digital count sheets with theoretical vs counted variance, line by line.

Customers & Wholesale

Loyalty Programme

Tiered loyalty accounts with points and rand-value balances, reconciled automatically.

Customers & Wholesale

Vouchers

Gift, promotional, and service voucher programs, all on one reconciled ledger.

Customers & Wholesale

Wholesale Orders

211 B2B orders tracked from draft through to paid, per trade customer.

Workforce

Staff Rosters

Weekly shift rosters per location, ready for time tracking and payroll export.

Reporting & Accounting

Reports

Twenty-plus built-in reports with interactive charts, KPI cards, and automatic insights — spanning inventory, manufacturing, purchasing, and sales.

Purchasing

Procurement Suggestions

Reorder suggestions with days-of-cover, ready to become a purchase order in one click.

Finance & Xero

Xero Bridge

A live, connected Xero organisation — direct API integration, not a CSV export.

Administration

Offline Diagnostics

Live visibility into the offline order queue, sync log, and connectivity health.

Administration

Locations

Every branch, warehouse, and service vehicle, each with its own Xero tracking code.

Workforce

Attendance Kiosk

PIN-based clock in/out — no separate time clock hardware needed.

Field Service

My Field Jobs

A technician's own "jobs today" workspace, built for a phone in the field.

Field Service

Job Card — Field View

Materials, before/during/after photos, and a customer signature, captured on-site.

Manufacturing & Workshop

Equipment

Machines and tools with an hourly cost rate, feeding directly into work order job costing.

Field Service

Job Card Detail

Assigned technicians, materials, and extra charges, costed and margined per repair job.

Field Service

Field Service Dispatch

Every ad-hoc and contract job, assigned to a technician from one dispatch board.

Field Service

Field Service Vehicles

Every service vehicle is a tracked stock location — replenished with one click.

Customers & Wholesale

Discount Config

Staff, Manager, and Director categories, each mapped to its own Xero accounts.

Administration

Company Branding & Theme

A fully custom company colour theme, with live WCAG contrast checking built in.

Administration

Receipt Testing

Preview the exact 58mm/80mm thermal and email receipt before it ever reaches a customer.

Administration

Privacy & POPIA

A live compliance health score across privacy requests, retention, and security alerts.

Administration

Compliance Evidence Pack

An auditor-ready evidence ZIP — audit logs, consent, retention, and security events — on demand.

Administration

Support

Support tickets tracked across every company, right inside the platform.

Customers & Wholesale

Sales Channels

One dashboard for every channel — Shopify connected here, with Takealot, Amazon, WooCommerce, and Wix connecting the same way.

Customers & Wholesale

Wholesale Order — Synced from Shopify

A Shopify order landed as a normal wholesale order — same invoice, same stock deduction.

Reporting & Accounting

AI Business Assistant

A plain-English explanation of what changed in a report, and what to check next — generated on demand.