💰 Sales Budget
Month-to-date & year-to-date sales performance
Retail MTD
—
Wholesale MTD
—
Retail YTD
—
Wholesale YTD
—
💰 Total YTD
—
Retail + Wholesale
🎯 Monthly Sales Targets
Retail Target
R 0 / R 0
0%
Wholesale Target
R 0 / R 0
0%
📊 Budget History
| Month | Retail Target | Retail Actual | Retail % | WHL Target | WHL Actual | WHL % | Invoices |
|---|---|---|---|---|---|---|---|
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Product List
Manage SKUs, descriptions and pricing
| SKU | Description | Cost Price (excl. VAT) | Retail Price (excl. VAT) | Wholesale Price (excl. VAT) | Actions |
|---|
Customers
Manage customer accounts
| Account # | Customer Name | VAT Number | Invoice Address | Shipping Address | Sales Rep | Captured | Actions |
|---|
Sales Representatives
Manage reps, their customers and commission
Consignment Warehouses
Manage warehouse locations and contacts
Shipping Charges
Manage shipping rates between towns (excl. VAT)
| From Town | To Town | Charge (excl. VAT) | Charge (incl. VAT) | Actions |
|---|
Inventory
Track stock levels and movements
Total Cost Value (List)
R 0.00
On hand: R 0.00
Total Retail Value (List)
R 0.00
On hand: R 0.00
Total Wholesale Value (List)
R 0.00
On hand: R 0.00
Consignment Value
R 0.00
Wholesale, all warehouses
Total SKUs
0
Products in catalog
SKU |
Description |
QTY Wellington | QTY Irene | QTY Total | Cost Price | Retail (excl. VAT) | Wholesale (excl. VAT) | Total Cost Value | Actions |
|---|
Consignment Warehouses
View and manage stock at each warehouse
Invoices, Credit Notes & Quotes
Manage all sales documents
| Doc # | Type | Customer | Status | Subtotal | VAT | Total | Balance Due | Date | Actions |
|---|
Customer Statements
View and export customer account statements
| Doc # | Type | Customer | Date | Subtotal | VAT | Total | Status |
|---|
Sales Reports
Retail & wholesale sales per customer with budget tracking
Stock History
Complete audit trail of all stock movements
| Date | SKU | Description | Movement Type | Qty | From | To | Reference |
|---|
⚙️ Config
Application settings & user management (Admin only)
👤 User Management
| Username | Role | Permissions | Created | Actions |
|---|
🔧 App Settings
Invoice Logo
Recommended: PNG with transparent background, at least 300×150 px