Dashboard
Sales Revenue Analysis
Visual trend of product order sales totals over time
Table: Places
Pending Orders Queue
View, add, and complete customer orders request
| Date Ordered | Customer Name | Place | Order Details | Notes | Created By | Actions |
|---|
Sales Ledger
All sales orders with payment status and outstanding balances
| Payment Date | Sale Date | Customer | Place | Item | Qty | Total | Paid | Adv. Applied | Balance Due | Pay Type | Documents | Entered By |
|---|
Advances Utilization Tracking
Monitor customer advance credits, usage logs and allocations
| Date | Customer Name | Place | Natitira | Nagamit Na | Paunang Bayad | Huling Ginamit | Status |
|---|
Customer Accounts
Full transaction history for all customers.
| Customer | Place | Total Orders | Cash Paid | Adv. Used | Balance Due | Unused Credits | Notes | Actions |
|---|
Review overall receivables and generate client invoices for unpaid orders.
| Customer | Place | Outstanding Receivables | Total Qty | Total Orders | Cash Paid | Advances Used | Unused Advances | Actions |
|---|
Full history of all recorded payments, including OR tracking.
| Pay Date | Customer | Place | Sale Date | Item | Amount | Type | OR # | OR Date | Entered By |
|---|
Document Register
Sales with Delivery Receipts (DR) and/or Official Receipts (OR) issued.
| Date | Record | Customer | Place | Description | Amount | DR # | DR Date | OR # | OR Date | Pay Type | Entered By |
|---|
Expense Records
Track business expenses by category.
| Date | Category | Description | Amount | Pay Type | Payment Details | Entered By | Notes | Actions |
|---|
Payroll Records
Track employee pay per pay period.
| Pay Date | Employee | Basic Pay | Commission | Take Home | Pay Type | Notes | Actions |
|---|
Employees & Cash Advances / Loans
Manage employee profiles, payroll defaults, and active cash advance / loan balances.
| Employee Name | Status | Start Date | End Date | Basic Pay | Employer Cont. | Employee Ded. | Active Loan Balance | Notes | Actions |
|---|
Reports & Audits
Analyze business performance and audit transaction history.
Ledger Integrity Audit
Customer ledger balance verification — runs automatically when this view opens.
User Activity Log
Record of all additions, edits, deletions, and printed statements by user
| Timestamp | User | Action | Table | Record |
|---|