Today's Sales
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Orders
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Delivered
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Ad Spend
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Cash Collection
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Pending Actions
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HR & Admin
Staff, Attendance, Leaves
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Sales
Orders, CRM, Tracking
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Accounts
Income, Expenses, P&L
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Supply Chain
Finished Goods, Raw Materials
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Marketing
Campaigns, Content, ROI
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IT
Assets, Tickets, Access
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Operations Snapshot
🛒 Sales
Daily Target—
Actual—
Achievement—
Orders—
Avg Order Value—
🚚 Delivery
Daily Delivered Target—
Actual—
Achievement—
Pending—
Delivery Rate—
📢 Marketing
Ad Spend—
Messages—
Cost / Result—
Out Sale—
ROAS—
Sales Performance
Sales vs Target — Last 30 Days
Sales Funnel — This Month
Top Sales Reps — This Month
| # | Rep | Orders | Sales | Delivered | Achievement | Status |
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Marketing Performance
Ad Spend (Month)
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Messages (Month)
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Cost / Result
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Out Sale (Month)
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Ad Spend vs Revenue — Last 30 Days
Campaign Performance
| Campaign | Platform | Budget | Spent | Leads | Conversions | ROI | Status |
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Business Insights
Action Center
👥 People & Performance
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Total
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Active
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On Leave
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Inactive
| Department | Total | Active |
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🏬 Warehouse Control
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Warehouses
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Loadsheets Today
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Pending Dispatch
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Low Stock Alerts
| Product | Stock | Min |
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Target Performance
TargetTargetActualAchievementStatus
Financial Control
Cash In (This Month)
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Cash Out (This Month)
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Net Cash Flow
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Budget Utilization
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Pending Payments
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Approved Payments
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Pending Receipts
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Budget Status
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🧾 Purchase Requests
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Pending
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Approved
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Rejected
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Completed
| Request | Amount | By | Priority | Status |
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💵 Cash Payment Control
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Pending
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Paid Today
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Rejected
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Awaiting Proof
| Rep | Amount | Status | Proof |
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Quick Access
Warehouses
Locations & loadsheets
—›
Purchase Requests
Pending approvals
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Cash Payments
Sales rep collections
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Delivery Issues
Open flags
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Proof of Returns
Uploaded this month
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Suppliers & Couriers
Active partners
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Budgets & Targets
This month vs. plan
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Team Chat
Channels & messages
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✦ AI Business Insights
Recent Orders
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Missing Reports Today
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HR & Administration
Staff management, attendance & payroll
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Total Staff
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Active
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New This Month
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Birthday Today
⌕
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Today's Orders
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This Month Sales
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Avg Order Value
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Attendance %
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Pending Tasks
✦ AI Performance Summary
Click "Generate Summary" for an AI-powered look at your recent performance, trends and suggestions.
Recent Activity
Order Status Breakdown
Today
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This Week
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This Month
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This Year
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Sales Trend (last 14 days)
Top Products Sold
City-wise Orders
Order Outcomes
✅ Delivery Confirmations
Cross-check parcels flagged by Customer Support before finalizing status
💰 Delivered — Awaiting Confirmation —
Verify payment has actually been received before confirming
🔍 Filters
▼
| Order# | Tracking# | Customer | Phone | Courier | Amount | Flagged By | Action |
|---|
↩️ Returned — Awaiting Confirmation —
Select the return reason and upload the Airway Bill photo as proof before confirming
| Order# | Customer | Flagged By | Return Reason | Accountability | Airway Bill Photo | Action |
|---|
🧑💼 Dashboard
Delivery & return confirmation overview
Pending Delivery Confirmation
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Pending Return Confirmation
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Dispatched (Direct)
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Today's Confirmations
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Total Delivered (All Time)
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Total Returned (All Time)
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🕓 Recent Confirmations
🚚 Dispatched Parcels
All dispatched parcels, any courier — mark Delivered/Returned directly when confirmed straight from the courier
| Order# | Customer | Phone | Courier | Amount | Dispatched On | Action |
|---|
✅ Delivered
Parcels finalized as Delivered
Total Delivered
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Total Value
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| Order# | Customer | Phone | Courier | Amount | Delivered On |
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↩️ Returned
Parcels finalized as Returned
Total Returned
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Total Value
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| Order# | Customer | Phone | Courier | Amount | Reason | Accountability | Returned On |
|---|
🧾 Cash Payments Receipts
Daily payable calculation per Sales Rep
💵 Advance Payments
Advance payments collected by Sales Reps via EasyPaisa, JazzCash, Bank Transfer & Card
Total Advance Received
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Payments Count
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Sales Reps Involved
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Advance Payments by Sales Rep
| Sales Rep | Total Amount | Payments |
|---|
Advance Payment Detail
🧮 Daily Payable Calculation
1. Postex
2. Ad Spend
3. Other Deductions
4. Verify
🧾 Payment Details
🤖 WhatsApp AI Agent Settings
This persona applies to every conversation where AI Auto-Reply is on. The AI won't actually respond until WhatsApp (and ElevenLabs, for voice replies) credentials are added to the server.
💬 Start New Conversation
🧾 Monthly Breakdown
✓ Confirm Payment
Attach proof of payment before marking this record as Paid.
No screenshot attached yet
Detail
| Order# | Customer | Phone | Amount |
|---|
📢 Enter Ad Spend
Ad Spend Tax (10%)₨0
Total Charged to Rep₨0
Cost Per Result is auto-calculated as Ad Spend ÷ Daily Msgs. These values will automatically feed into this rep's Daily Average Report for this date — no need to re-enter them there.
📶 Ads Active Report
Daily check — is each Sales Rep's ad campaign currently active?
Total Sales Reps
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Ads Active
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Ads Not Active
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Total Budget Spent
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| Sales Rep | Today's Budget (₨) | Status | Marked At | Action |
|---|
📈 Daily Average Report
Daily performance review per Sales Rep — messages, ad spend & sale efficiency
Status
Viewed by Rep
Cost Per Result
| Date | Sales Rep | Msgs | Spending | Out Sale | Orders | Status | Action |
|---|
Add Daily Average Report
Out Sale, Delivered Sale, Total Orders & Advance Payment are entered manually for now, until Sales Reps are consistently logging their own orders in the system. All fields below Date & Sales Rep are optional — save as Draft and fill in the rest later.
Daily Average Report
💰 Budget
Monthly revenue, expense & profit targets — tracked live against your Transaction History
📅 Budget History
| Month | Revenue (Budget/Actual) | Expense (Budget/Actual) | Profit (Budget/Actual) | Set By |
|---|
🏙️ Cities
Manage the city list Sales Reps pick from when creating an order — add any missing city here so orders stop failing on it
—
| City | Added By | Added On | Action |
|---|
🏙️ Add City
📄 Proof of Returns
Courier-signed return lists — uploaded by Warehouse, verified by Accounts Support
🔍 Filters
▼
⏳ Awaiting Accounts Support —
| Courier | Parcels | Uploaded By | Uploaded On |
|---|
✅ Verified
| Courier | Parcels | Uploaded By | Verified By | Verified On |
|---|
🔍 Confirmation Audit
Parcels flagged 7+ days ago that Accounts Support still hasn't finalized — chase these up
💰 Payment Not Received (7+ Days) —
Marked Delivered but payment still hasn't come in — follow up so it can be finalized or claimed back
| Order# | Customer | Phone | Amount | Flagged On | Days Waiting |
|---|
📦 Parcel Not Received Back (7+ Days) —
Marked Returned but the physical parcel still hasn't reached the warehouse — chase the courier and claim it back
| Order# | Customer | Phone | Courier | Flagged On | Days Waiting |
|---|
🎯 Parcel Recovery Center
Parcels dispatched 10+ days ago with no final resolution yet
🔍 Needs Review —
Confirm what actually happened with each parcel
| Order# | Customer | Phone | Courier | Days Stuck | Action |
|---|
💰 Delivered — Payment Pending —
Customer received the parcel — chase payment, then mark complete
| Order# | Customer | Phone | Amount | Flagged On | Action |
|---|
↩️ Return — Awaiting Warehouse —
Courier marked it returned — waiting for the parcel to physically arrive
| Order# | Customer | Phone | Courier | Flagged On | Action |
|---|
✉️ New Chat
Select a team member to start chatting
👥 New Group
0 members selected
👥 Group Info
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📊 Rep Performance
Sales Rep marketing targets — Daily Messages & Cost Per Result
| Sales Rep | Month | Daily Msgs Target | Target Cost Per Result |
|---|
⭐ Feedbacks
Call customers 30+ days after delivery to collect product feedback
📞 Needs Feedback Call —
Delivered 30+ days ago — call and record what the customer says about the product
| Order# | Customer | Phone | Product | Days Since Delivery | Feedback |
|---|
✅ Feedback Collected —
| Order# | Customer | Product | Feedback | Notes | Collected By | Date |
|---|
🚩 Flag Issues
Parcels with a delivery issue that need follow-up
🔍 Filters
▼
| Order | Status Tags | Last Activity | Issue Status |
|---|
📞 Follow Up Desk
Never let a "call me later" customer slip through the cracks
🔴 Overdue
—
🟡 Due Today
—
🔵 Upcoming
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✅ Converted (This Month)
—
🔍 Filters
▼
| Customer | Phone | Sales Rep | Latest Remarks | Follow-up Date | Status | History |
|---|
📞 Add Lead / Customer
Log Follow-up
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Follow-up History
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Sales
Order management, CRM & tracking
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Total Orders
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Pending
—
Confirmed
—
Dispatched
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Total Revenue
| Order # | Customer | Phone | City | Reason | Amount | Payment | Sales Rep | Status | Actions |
|---|
💬 Give Kudos
✦ New Sales Order
Today's Orders
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Today's Revenue
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Avg Order Value
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Time
—
1
Customer Info2
Products3
Payment4
Confirm🧠 Customer Intelligence
📋 Order Details
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Product
Stock
Qty
Price
Subtotal
🔥 Top Selling — tap to add
💳 Order Summary
Subtotal₨0
Discount
Total Payable₨0
🎉
✔ Product Successfully Created
—
SKU—
Barcode—
Sale Price—
🩺 Patient History
Required before the order can be created — helps the consultant give the right recommendation.
🎯 Sales Targets
Company-wide sales target management & performance tracking
Sales Representative Performance
🎯 Sales Target
Sales, Delivery & Ad Spend (Accounts Support)
Select a Sales Rep and Month above to set off days.
📢 Messages & Cost Per Result (Marketing Executive)
📅 Daily Progress
🎉
Order Created!
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Customer—
Total Amount—
Est. Delivery—
📷 Scan Barcode / QR
Point camera at a product barcode or QR code
Accounts & Finance
Income, expenses, P&L and reports
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Total Income
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Total Expenses
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Net Profit
—
Pending Payments
Add Transaction
Transaction History
| Date | Type | Category | Description | Amount | Currency | Method |
|---|
Supply Chain
Finished goods, raw materials & recipes/BOM
—
Finished Goods SKUs
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Low Stock Alerts
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Out Of Stock
—
Total Finished Goods Value
Finished Goods Inventory
| Name | Brand | SKU | Barcode | Batch # | Location | Category | Expiry Date | Sale Price | Current Stock | Reserved | Available | Min Stock | Total Value | Status | Action |
|---|
🏭 Production Entry
Recipes (Bill of Materials) and Production Orders
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Recipes / BOM Defined
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Production Entries Logged
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Total Units Produced
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Damaged Stock (units)
📋 Bill of Materials (Recipes)
Define what raw materials go into each finished product
| Recipe Name | Finished Product | Version | Effective Date | Batch Size | Materials Count | Status | Action |
|---|
Marketing
Campaigns, content calendar & ROI tracking
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Active Campaigns
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Total Spend
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Total Leads
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Conversions
New Campaign
| Campaign | Platform | Budget | Spent | Leads | Conversions | ROI | Status |
|---|
IT Management
Assets, support tickets & access control
—
Total Assets
—
Open Tickets
—
Warranty Expiring
Add IT Asset
| Asset | Type | Serial | Assigned To | Warranty | Status |
|---|
Work Management Hub
Tasks, performance tracking & team execution center
—
My Tasks
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Pending
—
In Progress
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Completed
—
Overdue
—
High Priority
+
New Task
🏆 Team Performance Leaderboard
🧑💼 Dashboard
Your confirmation & booking performance
—
—
—
📋 Live Queue
Pending
—
On Hold
—
☀️ Today
Confirmed
—
Held
—
Cancelled
—
Booked
—
📅 This Week
Confirmed
—
Held
—
Cancelled
—
Booked
—
🏆 Lifetime
Total Processed
—
Confirmed
—
Held
—
Cancelled
—
Booked
—
📊 Daily Confirmation Report
Automatically generated summary of confirmation activity
Confirmed
—
Held
—
Cancelled
—
Booked
—
🚫 Cancellation Reasons
⏸ Hold Reasons
📦 Booked — Courier Breakdown
All Orders Processed This Day
| Order # | Customer | Action | Status | Reason | Time |
|---|
🧑💼 Dashboard
Warehouse operations overview
🚚 Dispatch & Production
Ready For Dispatch
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Today's Dispatch
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Pending Airway Bill Print
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Today's Production (units)
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📦 Inventory & Warehouse
Finished Goods Value
—
Raw Material Value
—
Low Stock Items
—
Active Suppliers
—
🏭 Production, Purchasing & Tasks
Recipes / BOM Defined
—
Purchase Requests Pending
—
Loadsheets Today
—
My Open Tasks
—
📈 Dispatch Trend (Last 7 Days)
🚚 Courier Performance
🏭 Production Trend (Last 7 Days)
✅ Today's Tasks
⚠️ Low Stock Items
🏆 My Achievements
🕓 Recent Activity — All Modules
🛒 Ready For Dispatch
Booked parcels awaiting dispatch
| Order # | Booking Date | Customer | Phone | City | Address | Products | Qty | Parcel Weight | COD Amount | Courier | Payment | Assigned By | Status | Actions |
|---|
Assign Courier
0 parcel(s) selected
⚠ Tracking numbers must still be assigned individually via Edit — this only sets the courier.
✕ Cancel Order
📋 Follow-up Reason
🕓 Dispatch History
Complete record of dispatched parcels
| Order # | Customer | City | Courier | Tracking # | Dispatched On | Status |
|---|
📊 Reports
Warehouse operational reports
(applies to Daily Dispatch & Stock Adjustments reports)
🔄 Stock Movements
Complete inventory movement history
| Date | Item | Movement Type | Quantity | Reference # | Performed By | Remarks |
|---|
Record Stock Movement
Log a manual inventory movement
🧾 Purchase Requests
Request stock replenishment when items reach reorder level
Total Requests
—
Pending Approval
—
Approved
—
Completed
—
| Request No. | Type | Priority | Items | Total Amount | Required Date | Status | Requested By | Actions |
|---|
👥 Team Management
Warehouse staff overview & task assignment
Team Members
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Present Today
—
On Leave Today
—
Open Tasks
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| Employee | Designation | Attendance Today | Open Tasks | Tasks Completed (This Month) | Leave Status | Actions |
|---|
⚙️ Settings
Warehouse module preferences
🏢 Warehouse & Sender Information
Used on printed Airway Bills and Load Sheets.
🔔 Notification Preferences
🏭 Warehouses
Manage warehouse locations. If only one exists, it's auto-selected when adding inventory. Add more to enable location selection.
📦 Inventory Thresholds
💾 Settings are saved to this browser. If you use a different computer, you'll need to set these again there.
🚛 Suppliers
Manage raw material suppliers
Add New Supplier
| # | Supplier Name | Contact Person | Phone | Address | Status | Action |
|---|---|---|---|---|---|---|
No suppliers added yet | ||||||
🏷️ Airway Bills
Dispatched parcels — print shipping labels
| Order # | Customer | City | Amount | Courier | AWB / Tracking No. | Print Status | Actions |
|---|
📋 Pakistan Post Load Sheet
Generate official Pakistan Post dispatch lists — brand-wise, with locked orders and unique Load Sheet numbers
Today's Dispatched Orders
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Today's Load Sheets
—
Pending Dispatch (Not Yet on a Sheet)
—
Printed Load Sheets
—
Total COD Amount Pending
—
Total Parcel Weight Pending
—
1️⃣ Select Date & Brand
▼
📜 Load Sheet History
| Load Sheet No. | Brand | Date | Parcels | Total COD | Created By | Action |
|---|
⊙ My Attendance
Your check-in history and attendance record
🕐 Today's Check-In
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⏱ Working Hours Today
—
📊 Monthly Attendance %
—
⚠ Late Arrivals (30d)
—
🏃 Early Check Out (this month)
—
🚪 Check Out Missing (this month)
—
🔑 Check In Missing (this month)
—
Last 30 Days
Day-wise Attendance — This Month
| Date | Day | Check In | Check Out | Status |
|---|
🌴 My Leaves
Leave balance, applications & history
Annual
—
Sick
—
Casual
—
Emergency
—
Pending Requests
—
Apply for Leave
Leave History
🏆 Ranking
Company-wide performance ranking
🏆
This feature is under development
We're building a company-wide Ranking system. It will be live very soon — thank you for your patience.
Coming Soon
🏅 My Achievements
Your performance, streaks & recognition — for every role
📊 Sales Intelligence Report
Complete AI-powered performance analysis per Sales Representative
—
—
—
—
AI Grade
—
Score /100
—
Rank
—
—
Out Sales (Month)
—
—
Delivered Sales (Month)
—
Avg Order Value
—
Return Rate
—
Cancellation Rate
Performance Comparison
Sales Trend (last 30 days)
Working Days
✦ AI Executive Summary
Click "Generate Summary" for an AI-powered executive analysis of this representative's performance.
Daily Reports
Submit and view end-of-day work reports
📋
Submit Daily Report
⚙ Settings
Manage your profile and account security
👤 My Profile
Profile Picture
JPG, PNG — max 2MB
Email cannot be changed here. Contact admin if needed.
🔒 Change Password
Brands
Manage your product brands
Add New Brand
| # | Brand Name | Category | Pick Up Address | Postal Code | Phone | Status | Action |
|---|---|---|---|---|---|---|---|
No brands added yet | |||||||
🚚 Courier Management
Manage courier companies and tracking links
Add Courier Company
💡 Tracking URL mein sirf base URL daalein — Tracking ID automatically iske baad attach ho jayegi. Jaise: https://track.leopardscourier.com/track?cn=
| Courier Name | Tracking URL | Contact | Status | Action |
|---|---|---|---|---|
No couriers added yet | ||||