Overview
Overview
OnlineOperational Overview
Permission-aware triage from existing ERP workspaces. Opening this overview never changes order, stock, payment, repair, or sync state.
Business date: loading…
Needs Attention
Unresolved, authorized records only. Duplicate order reasons are combined into one row.
Loading authorized attention items…
Workspace
Ready
Connection
Online
Private · Primary Owner only
Owner Analytics
Business intelligence using the existing ERP financial, catalogue, employee-attribution and forecast contracts.
Overview
Current values and deterministic comparison deltas for the selected period.
Metric definitions
Products
One loaded response supplies the table and detail; selecting a row does not make another API request.
Product detail
Human-selected product using the already-loaded response.
Categories
Each product contributes once using its deterministic primary reporting category; products without one appear as Uncategorised.
Employee sales attribution
Physical Store, Phone and Social Media employee-created sales are credited here. Website revenue is never credited to an employee.
Employee product mix
Select an employee to inspect product contribution from this loaded response.
Employee primary-category contribution
Each product contributes once to its deterministic Primary Reporting Category.
Directly attributable cancellations and returns
Financial returns follow the original physical seller. Phone/Social cancellations follow the original order creator. Later processors are not credited with the original sale.
Website operational handling
Website edits, Mark Ready and Problem Order case activity are operational only. Courier pickup history is shown separately and does not grant a manual pickup action.
Forecast
Read-only snapshot presentation. Confidence, data quality and explanation are shown; no purchase or scheduled recalculation is triggered here.
Reports explorer
Choose human-readable filters, run a permitted read-only report, then export the same filter set.
Apply Owner Analytics filters before running or exporting a report.
Dashboard
Report
Employee Analytics
Finance workspace
Protected Primary Owner context. Net payment value recognizes authoritative COD and physical-sale value; it is not a confirmed-cash ledger. Bank remains the payment-matching authority.
Financial summary
Payment splits
Breakdown evidence is shown alongside the authoritative sale/order value.
Payment reconciliation
Read-only comparison. Unresolved differences remain visible; this workspace cannot mark a Bank transaction matched.
Refund and settlement work
Current refund work state only. No automatic refund or financial resolution is performed here.
Expenses
Financial snapshots
Finance audit history
Sanitized action, actor and entity evidence. Notes and private payment data are not exposed here.
Orders workspace
Search, filter and work an order without losing your queue position.
Filters and queue tools
| Order | Customer | Total | Payment | Status | Delivery | Assigned | Created | Actions |
|---|
POS Sales
Canonical Physical Store sales and effective cancellation/return state. All Orders remains the delivery/order-domain workspace; My Checkouts keeps its three-business-day employee action window.
| Sale | Total | Payment | Status | Items | Location | Employee | Business date | Created |
|---|
Operational case tracking
Problem Orders
Select an order, record structured facts, and follow its case timeline.
Visible orders
New Delivery Order moved to Orders
This compatibility route is normalized to the canonical Orders create workspace.
Products
| Name | SKU | Price | Status | POS | Woo | Barcode | Actions |
|---|
Review & Progress
| Row | Name | SKU | Categories | Status | Messages |
|---|
Exact stock · Owner/Admin
Inventory
Authoritative stock, batches, movements and reconciliation in one workspace.
Stock by product and location
| Product | Variant | SKU / Barcode | Location | Physical | Reserved | Available | State | Open |
|---|
Batches & Expiry
| Product | Variant | Batch | Location | Remaining | Expiry | Days | Risk | Open |
|---|
Movement ledger
| Time | Product | Variant | Location | Type | Physical Δ | Reserved Δ | Actor | Context | Open |
|---|
Balance vs ledger
Review only. No discrepancy is repaired by this UI.
| Product | Variant | Location | Physical | Ledger | Physical diff | Reserved diff | State | Open |
|---|
Balance vs batches
Batch totals are compared with the same authoritative stock balance.
| Product | Variant | Location | Physical | Batch total | Difference | State | Open |
|---|
Users
Manage employee profiles, access, locations and sessions.
| Employee | Username | Role | Locations | Status | Last Login | Actions |
|---|
Roles & Permissions
Owner and Admin access is fixed. Operational roles can be reviewed and changed within server policy.
Select a role
Choose a role to inspect its permissions.
Locations
| ID | Name | Code | Type | Fulfillment | Active | Actions |
|---|
Operational integration control
System
Health, exceptions and safe sync actions from current ERP authority. No automatic polling.
| Severity | System | Issue | Summary | Freshness | Reference | Next step |
|---|
| Issue | Systems | State | Observed |
|---|
| Reference | System | Work | Status | Attempts | Last / next | Action |
|---|
Sync Logs
| Source | Reference | Action | Status | Direction | Time |
|---|
Cache
Status, metrics and test are operational checks. Clear and invalidate are protected mutations and are never run automatically.
Other technical utilities
Configuration remains in the Settings workspace. Audit Logs and Backups remain unavailable because no safe user-facing authority exists.
Settings
Typed, permission-aware configuration. Raw configuration JSON and raw feature-flag dumps are not part of the normal workflow.
Settings
Configuration History
Versioned POS configuration history only. Dedicated settings such as POS Offline Grace are not represented as rollbackable here.
History loads with Settings.
Internal Courier Routing
Owner/Admin versioned selection rules used by ERP order routing and Android POS. This workspace does not contact courier providers.
Test Address / Why this courier
Preview uses the unsaved values above through the same production ERP router. The address is not written or audited.
Active-order courier cutover
Saving rules creates a configuration revision only. It never silently rewrites orders. Before a pilot, Owner/Admin can preview and then explicitly apply the saved revision to bounded pages of eligible active delivery orders. Terminal, delivered, picked-up, returned, refunded, cancelled, and explicit non-courier history is protected.