Admin Controller
This private workspace is reserved for platform operators managing clients, subscriptions, company mapping, and SaaS billing.
Platform Command
Private tenant-control workspace for client onboarding, subscription governance, and SaaS billing oversight.
Bring the current client master, subscriptions, billing, and linked company snapshots into the control center.
Select a client first, then review or adjust package, billing, and account details below.
Inspect imported subscription posture, linked companies, and live usage from the operational workspace.
Create and manage commercial client accounts from the control center.
Sales Activity Tracker
Track shop visits, GPS-verified movement, party quality, follow-ups, conversions, and team productivity in one app.
Everything looks quiet right now.
Management Signal
Visits, sales, and collections moving together over the last six months.
What the current package is unlocking operationally right now.
Net booked business versus real money collected.
The moments leadership should react to right now.
A tight view of lead movement, pressure, and progress quality.
Who is driving activity, conversions, and closure quality today.
Where orders are clustering and who is carrying the order book inside the visible scope.
Where the ground team is concentrating effort right now.
What needs immediate attention from the pipeline queue.
Best accounts to pursue or unblock next.
Where the strongest field energy is stacking up.
Latest on-ground interactions across the currently visible team data.
Mark attendance from your starting location before recording field visits.
Your GPS location and timestamp will be captured automatically when you mark attendance.
Your recent check-ins for quick verification.
Record each store or client interaction from the field.
Browse recorded visits with quick filtering.
| Date | Time | Salesperson | Party | Area | Phone | GPS | Photo | Category | Status | Follow-up | Actions |
|---|
Recent orders with party, visit linkage, warehouse source, status, invoice reference, and totals.
Create stock-aware orders tied to a visit or capture them directly from a party.
Supplier inward records and stock additions with quick edit access.
Record inward stock, supplier bills, and purchase costs for inventory replenishment.
Active and inactive party records available for future visits.
Capture reusable customer data once and keep it up to date.
Control which shared dropdown options are visible for this company, with party categories and visit statuses managed from one place.
Choose which options are shown by default for this company. Changes here flow into visit entry and other dropdown-driven forms.
Manage company-level sequence rules for documents that should move cleanly without date-driven numbering.
Prefix, next number, padding, and override control live here. The next generated invoice number should always be obvious before you save.
Current stock position, pricing, and product status used during order entry.
Maintain SKUs, pricing, stock on hand, and reorder thresholds for order capture.
Manage stock locations and the default warehouse foundation used for inventory migration.
Maintain warehouse locations before enabling stock transfers and warehouse-based order fulfillment.
Move stock between warehouses and keep the warehouse ledger auditable.
Record inter-warehouse stock movement without changing the company total stock.
Track warehouse-wise stock movements from orders, transfers, purchases, and manual adjustments.
Adjust warehouse stock for receipts, damages, and count corrections, then watch low-stock items.
Products at or below reorder threshold.
Orders that are ready to invoice or already invoiced.
Review items, billing details, and update invoice references before sharing or printing.
Review inward customer receipts and outward supplier settlements in one accounting register.
Capture inward customer receipts and outward supplier payments from one common accounting entry screen.
Track customer credits separately from collections while keeping invoices intact.
Issue invoice-linked returns or manual credit adjustments without rewriting the original invoice.
View invoice, payment, and credit note movements with a running customer balance.
Recent field expenses for the logged-in user or full team.
Log daily travel and on-ground expenses with bill proof for quick reimbursement review.
Follow-ups that are due today for action.
Overdue follow-ups that still need action.
Focused business reporting with financial and inventory visibility.
Filter invoices and orders, then export the matching rows.
Track stock position and movement activity with exportable filters.
Compare what is sold, what is collected, and what still remains open.
See open dues by party and invoice with a focus on follow-up priority.
Collections broken down by day and payment mode for quick cash closure.
Customer ranking by billed value, collected value, and current exposure.
Review possible duplicates detected by normalized phone, GST, and name patterns.
Daily presence, working hours, field output, sales, collections, and compliance in one management register.
Visits, productivity, sales, collections, and compliance per field user.
Track movement from leads into visits, orders, and payments.
Bucket open receivables into 0-30, 31-60, 61-90, and 90+ day exposure.
Monitor product movement, realised revenue, and price quality by item.
Highlight overdue actions, stale customers, and leads losing momentum.
Track the salesman route for a selected day using GPS-tagged visits in the order they were recorded.
Add or update companies that belong to this client.
Invoice footer branding available for the companies in this system.
Use this workspace to review plan posture, track SaaS dues, respond to outstanding billing, and maintain the client account without bouncing between disconnected admin panels.
Surface the subscription story first: account identity, outstanding dues, renewal posture, and linked commercial activity.
Track commercial accounts, linked companies, plan status, and renewal posture.
Cross-company commercial visibility for the currently selected client.
This area should feel like the financial front desk for the client account: plans, invoices, receipts, and payment follow-through.
Define plan, billing cycle, limits, and enabled modules before gateway automation is switched on.
Create manual subscription invoices until payment gateway automation is enabled.
Record SaaS subscription collections separately from your clients' operational collections.
Keep client master data and self-service credentials available, but lower on the page so account review and payment follow-up stay front and center.
Onboard commercial client accounts above the company layer and control subscription ownership centrally.
Update your client workspace profile details.
Keep your client access secure with a new password.
Current access list with territory ownership and live status.
Create, edit, and control access for sales staff, managers, or admins.
Point the camera and capture a fresh photo.