Journey · Stock and operations

The owner'smorning check

Sales, cash and stock on one screen, sliced by branch, with what needs you today.

3 steps

Step by step

Step 1
Today, on one screen
Today's sales, cash position and stock sit on one screen, updated as documents are saved, not overnight.
Dashboard · The core → Dashboards & KPIs
Step 2
Sliced by branch
Slice any number by branch, product or salesperson, and see where the margin really is.
Branch numbers · Branches → Dashboards & KPIs
Step 3
What moved the wrong way
When something moves the wrong way, like stock below minimum or a payment overdue, it tells you first.
Alert · The core → Alerts

Live on ERPNext

The demo opens on a demo company in a new tab. You make, in order: Selling workspace → Stock workspace.

Today's delivery, tracked
Labels printed, the van tracked live, and the customer told without a phone call.
Stock moves to another branch
Stock travels to a branch by train, and each branch keeps its own stock and P&L.
Count the shelves without closing
Scan the shelves with a phone; differences reconcile and post while you trade.