Dashboard

FY —

Cheques for Signature

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Notifications

Clear all

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View all expense requests →

My Desk

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Attention required

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Pending approvals

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Damage — last 7 days

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Dispatched today

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Production issues

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Production today

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Stock on hand

litres

Notifications

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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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Order	Date	Party	Delivery date	Cartons	Litres	Stock	Approved by
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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	Item	Remaining	Value	Status

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

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

GP No.	Date	Vehicle / Driver	Customers	Qty	Litres	Invoice

Customer	Contact	Type

Voucher No.	Date	Type	Cheque No.	Narration	Debit	Credit

No. / Old

Account Name

Account Type

Totaling

Nature

Balances live on the Trial Balance and each account's own ledger — this screen is for opening and arranging heads.

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Bank & branch Account no Book balance Status

Pick an as-of date and click Apply.

Code	Name	Category	Purchase Date	Cost	Accumulated	Book Value	Status

Depreciation preview —

Code	Asset	Book Value	This Month

Total:

Code	Name	Designation	Dept	Basic	Allowances	Gross	Active

Period	Run date	Voucher	Employees	Gross	Deductions	Net

Bulk Data Import

Download a template, fill it in Excel, upload it back. Each template already carries what is in the system, so a correction is an edit to a row rather than a fresh file. Re-importing is safe: existing codes are updated, new ones added. Admin only.

Customers

Download the list, edit or add rows, upload it back. Existing codes are updated.

Suppliers

Download the list, edit or add rows, upload it back. Existing codes are updated.

Items

Download the list — one sheet per SKU Type (Raw Material, Packing Material, Finished Goods). Edit any sheet and upload it back.

Opening Balances

Download the template first — it already lists every account with its head_code. Fill the Debit or Credit column (never both) and put the same opening date on every row, then upload it back. Excel or CSV both work.

Payment Voucher Payments to suppliers, employees and vendors — all figures in Pakistani Rupees (PKR).

Recent Payment Vouchers

Date	Voucher	Description	Pay Account	Amount	MD Signature

New Payment Voucher

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

GrossRs 0

Net PayableRs 0

Fill in the form to begin

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

Supplier Bills

Vendor Bill No.	Supplier	Purchase Invoice / Goods Receipt No.	Bill Date	Amount (Rs.)	Paid (Rs.)	Balance (Rs.)	Status	Attachment	Actions

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)

Paying Bank

Cheque No.

Cheque Date

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.

Pending Cheques

Type the number of the cheque in your hand — or just pick it from the list.

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

Credit Notes

Credit Note	Date	Against SO	Customer	Type	Reason	Before Tax	Tax	Total	Voucher

New Credit Note

Credit a posted invoice — goods came back, or the billing needs correcting.

Draft

Invoice * Only posted invoices can be credited

Type * Did the goods physically come back?

Reason *

Date *

Notes Optional remarks

Returned Quantity * Enter how much of each invoiced line came back

Item	Invoiced	Returnable	Rate	Return Qty
Select an invoice first

This credit note

Before tax0.00

Sales tax reversed0.00

FED reversed (reporting only)0.00

Total credit0.00

Posts against the customer's ledger and comes straight off this invoice's balance.

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

Code	Item	Type	Packing	Opening	In (+)	Out (−)	Closing	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

BOM List

Recipe Detail

Approval Queue

Finished Good	Recipe	Approval	In Production

Select a BOM from the list (or an item in the Approval Queue) to view it 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

Material Issue Requests

What filling has asked the store for — issue against the ask

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Asked On	Order	Finished Good	Packing	Cartons Asked	Asked By	Status
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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	Requested	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

Physical Stock Count

Count No.	Count Date	Items Covered	Items Counted	Differences	Status	Counted By	Actions

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	Attachment

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 %

Salesman-wise Sales

Invoiced sales per salesman, in litres — a sale stays with whoever was on the party when it was invoiced

Salesman	Parties	Invoices	Litres as Head	Litres as Market	Total Litres	Value

Tank Stock

Storage & filling tanks — live level, capacity & item currently held

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Tank Stock — Detail

Tank	Type	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

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.

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.

Planned

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Locked

—

Not planned

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Year

Product

Annual qty

Q1 qty · %Q2 qty · % Q3 qty · %Q4 qty · %

Litres a year

Status

Pick a year.

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Annual Material & Financial Requirement — per Quarter

Every Locked Planning 3 product, exploded through each packing's active Formulation + Packing BOM at the cartons the mix works out to. An open plan is still a draft and is deliberately not costed here.

Category	Component	UOM	Q1	Q2	Q3	Q4	Annual Qty	Locked Rate	Rate Today	Estimated Amount
Pick a year.

Pick an item and click Run.

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

Only blended products appear here — a carton, cap or label carries no batch, so QC never tests one. A product shows up once its Formulation BOM is active.

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

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

Show rows

Req No.	Date Needed	Department	Vendor	Requested By

Purchase Orders

Requisition → PO → Goods Receipt → Supplier Bill

PO No.	Items	Supplier	Amount (Rs.)	Received	Status

Show rows

Revise agreed rates

Item	Current Rate	New Rate

Reason

Quantities already received will have their difference posted to Purchase Rate Variance (P&L) against the vendor, so they can be billed at the new rate.

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Code	Account	Debit	Credit	Balance

Old system data — reference only. Nothing on this screen is posted in this ERP, and none of it appears in the Trial Balance, General Ledger or P&L.

MPS Opening

The plan’s starting stock, in cartons, for each pack size. Typed once when MPS work starts — from that week on each week’s Closing becomes the next week’s Opening. The godown figure is shown only for reference; the plan does not read it.

Plan starts from (week of)

Product	Pack size	Godown now (ref.)	Opening (cartons)

Mail Server

The email account the ERP sends from — Forgot Password, Purchase Orders to suppliers, and every other email. The password is stored encrypted and is never shown again after saving.

SMTP Host

Port

Email (login)

Password

From name (optional — what people see as the sender, e.g. the company name)

Office 365: smtp.office365.com, port 587. Gmail: smtp.gmail.com, port 587, with an App Password.

Send a test email to

Audit Trail

Every change made in the ERP, grouped by the department that made it.

User	Department	Role	Access	Last seen	Status

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, Customer Order (Portal) request, 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.

Also delete Opening Balances
Opening stock is kept by default — it is the figure the company opens on, not a test transaction, and typing it again before every test run is re-keying, not testing. Tick this only to clear the opening figures as well.

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

Goes to the owner for approval first. No accounting entry is made until Finance posts the payment voucher.

Request No. Assigned on submit Draft

Request Details

Description

Date

Line Items

0 lines

Item	Notes	Qty	Price (Rs.)	Amount

0 units

Total 0

Invoice / Receipt

Optional at this stage

📎 Attach a photo or PDF of the receipt A phone photo is fine — JPG, PNG or PDF, up to 5 MB

This is upload #1 of 2. Finance will attach the same invoice again when posting the payment voucher.

Summary

Rs.0

Lines0

Total units0

Highest line0

AttachmentNone

What Happens Next

Frontend Errors

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Backend Errors

—

Unresolved

—

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.

Database Backup

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File Storage

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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.

Welcome —

—

Overview

Your work

—

Notifications

—

Production Flow

—

Finance

—

Cash / Bank

—

In and out

cash + bank

Received today

—

Payable to suppliers

—

Customer outstanding

—

Money in, money out

last six months

Latest payments

last 10

Gross profit

this month

Sales

—

Open orders

—

Top products

this month · qty

Top customers

this month

Stock

—

Base oil tanks

—

Below minimum

—

Finished goods

Purchase

—

Rate went up

this month · vs last purchase

Material not received

—

Top suppliers

this month · received

Plan vs Actual

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The year, quarter by quarter

sold / plan

By product

qty sold / plan · behind first

Customers

Complaints · service · new business

Waiting longest

oldest open first

What they complain about

this month

Service visits

technical service

New business

sales pipeline

Quality

QC / Lab · blend batches

Stopped batches

on hold or rejected · 30 days

Waiting for QC

blend complete, not tested

What fails most

this month · failed readings

Damage

written off · stock and P&L

Why it happened

this month

Most damaged items

this month

Latest reports

newest first

Forgot Password

Dashboard

Notifications

My Desk

Attention required

Pending approvals

Damage — last 7 days

Dispatched today

Production issues

Production today

Stock on hand

Notifications

System Overview

Customer Orders (Portal)

Edit

Reopen for Retest

New fixed asset

Depreciation Schedule

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 —

Item Sales Ledger —

Depreciation preview —

New Employee

Payroll preview

New Payment Voucher

Edit Bill

Adjust Advance

Edit Receive Voucher

New Cheque Book

Spoil a cheque

Edit Cheque

Clear cheque

Blending Orders

Material Issue Requests

Filling / Packing Orders

Opening Stock

Damage / Write-off

Complaints

Complaints Report

Warranty Claims

Technical Service Requests

Sales Pipeline / Lead Tracking

Portal Accounts

Customer Profitability

Salesman-wise Sales

Tank Stock

MPS Dashboard

Blending Requisitions

QC Specifications

Purchase Requisitions

Purchase Orders

Revise agreed rates

Audit Trail

Registered Devices

Password Reset Requests

Your work

Notifications

Production Flow

Finance

Do this first

Cash / Bank

In and out

Received today

Payable to suppliers

Customer outstanding

Money in, money out

Latest payments

Gross profit

Finance

Money in and out

Customers owe