Every thriving business runs on clarity. To scale without stress, you need to know exactly what sold today, who owes you money, and whom you owe.
Our system makes tracking these moving parts effortless. In your dashboard, three powerful sections work in harmony to protect your profit margins and keep your financial health intact: Sales Reports, Debtors, and Creditors.
Let’s explore how to use these tools to monitor your business performance, secure your credit sales, and manage your supplier relationships with total peace of mind.
Located directly inside your Inventory Home, the Sales Report tab automatically tracks the movement of your goods. Every single time a sale is made in the system, this page updates instantly, keeping your records perfectly accurate without any manual data entry.
Monthly Snapshot & Easy Filtering: The system totals up the sales of every item for the current month. Want to look back? Simply switch between months to view historical reports at a glance.
Instant Product Search: On busy days with long lists, use the search bar to instantly find a specific product and see exactly how many units have been sold.
The Bottom-Line Summary: At the bottom of the page, the system gives you a live total of your Total Revenue, Total Cost, and Total Profit. No manual math required; your true business performance is always visible.
At the very top of the page, you will find the View Sales By Date button. This tool is a lifesaver for business owners who are frequently away from the shop.
Owner’s Advantage: Whether you are running errands or traveling, you can log in from wherever you are to audit the exact sales that took place on a specific day or date range. It keeps your operations transparent and ensures your employees stay on their toes.
When you sell on credit, your stock is issued and your inventory updates correctly, but the financial transaction isn’t finished. The Debtors page houses all credit sales, allowing you to track and collect what is rightfully yours.
To make things instantly readable, your client rows are entirely color-coded based on payment status:
🔴 Red: Completely unpaid debts.
🟡 Yellow: Partially paid balances.
🟢 Green: Fully completed payments. (Note: Completed entries stay green for your reference until the month rolls over, at which point they clear out for the new month).
When a customer comes to clear their balance or make a partial payment, locate their row and use the Add/Subtract Payment button to adjust the figures.
At the top of the page, click View Debtor Payment History. Simply enter the client’s name or phone number to see a complete, unalterable trail of their payments. You will see:
The exact dates and amounts paid.
The payment method used.
The specific staff member who recorded the transaction.
Because handling money is incredibly sensitive, the Debtors page should be managed solely by the business owner.
To protect you from employee manipulation (such as a staff member receiving 10,000 but only logging 3,000), there is absolutely no deleting entries on this page. Every action leaves a permanent footprint.
How to Correct an Entry Error:
• If you accidentally enter 1,000 instead of 10,000: Do not panic. Simply make a fresh entry of 9,000 to bring the balance to where it should be.
• If you accidentally enter 10,000 instead of 1,000: Simply make a corrective entry of -9,000.
This transparent audit trail ensures that if a dispute ever arises, you can look back and easily explain every single adjustment.
Maintaining a great reputation with your suppliers is vital for business continuity. The Creditors page helps you track the money you owe, ensuring you never miss a payment or lose track of bits and pieces paid over time.
Adding Supplier Debt: Click the Add Supplier Debt button at the top of the page. Because your suppliers are already saved in the system, the field will auto-suggest their names as you type. Fill in the invoice details and click Record Debt.
Making a Supplier Payment: When you pay a supplier, click the Add Payment button next to their name to update the balance.
Automatic Clean-up: Unlike the Debtors page, once a supplier has been paid to completion ($0 balance), they do not linger. The final payment automatically removes them from the active list to keep your workspace clean.
Live Debt Tracker: The summary section at the bottom automatically adjusts your Total Owed, Paid, and Balance columns in real-time, letting you know exactly how much of your capital is tied up in supplier debt.
Just like with debtors, the View Payment History button at the top tracks every installment you have paid to a supplier. If a supplier ever questions a balance, you can open this tab to show them the exact dates, amounts, and methods of your past payments, settling any confusion instantly.
Managing your cash flow effectively means keeping your business healthy for the long haul. If you have questions about balancing your daily sales or audit logs, reach out to our support team anytime!