Dashboard
Live inventory overview
Summary by Machine
| Machine | Category | Items | Stock | Value |
|---|
β Items Needing Attention
| ID | Name | Machine | Category | Stock | Reorder | Status |
|---|
Caldirolli Machine
Raw materials & finished goods
Diana Machine
Raw materials & finished goods
Lesdy Paper
Paper products
All Products
Filter by machine, category or status
| ID | Name | Machine | Category | Unit | Opening | Reorder | Factory | Warehouse | Total | Cost | Value | Status |
|---|
Reorder Levels
Set minimum reorder quantity for each product. When stock falls to or below this level, the item shows as LOW STOCK.
| Product ID | Name | Machine | Category | Unit | Current Stock | Reorder Qty | Status |
|---|
Opening Inventory Balances
Set opening stock for each product. This becomes the starting balance. Only Admin or Approver can edit.
| Product ID | Product Name | Machine | Category | Unit | Opening Balance | Current Stock |
|---|
Record Stock Movement
Create a movement. It goes to Pending β Reviewed β Approved (Admin can auto-approve).
Requester: use Request RM (Factory) or Transfer FG (FactoryβWarehouse). Store Keeper receives FG transfers.
Review & Approvals Queue
Workflow: Pending β Reviewed β Approved. Review is required before approval. Rejected stops the flow.
| Date | Product | Type | Qty | Ref | Entered By | Status | Actions |
|---|
Movement History
All movements (including pending / rejected)
| Date | ID | Name | Type | Qty | Unit | Ref | By | Status | Reviewed By |
|---|
Warehouse Transfers
Move finished goods from Factory to Finished Goods Warehouse. Requester creates transfer β Review β Store Keeper receives.
Factory FG available to transfer
| ID | Name | Machine | Factory | Warehouse | Total |
|---|
Create transfer
Transfer queue & history
| Date | Product | Qty | Ref | By | Status | Actions |
|---|
Stock Reports
Raw materials and finished goods β factory, warehouse and totals
Raw Materials
| ID | Name | Machine | Unit | Reorder | Factory | Warehouse | Total | Cost | Value | Status |
|---|
Finished Goods
| ID | Name | Machine | Unit | Reorder | Factory | Warehouse | Total | Cost | Value | Status |
|---|
Movement summary (approved)
| Type | Count | Total Qty |
|---|
Period Close
Close an accounting period so stock movements and changes in that month are locked. Only Admin with Reopen Period permission can reopen.
Closed periods
| Period | Closed At | Closed By | Notes | Status | Actions |
|---|
Production Batches
Track production batches for finished goods created in the factory. Linked to PRODUCE_FG movements when approved.
| Batch No | Date | Product | Qty | Location | Produced By | Movement | Status | Notes |
|---|
Add / Edit Product
Create or modify products (Admin recommended)
Users & Roles
Manage who can enter, review and approve stock movements. Admin only.
Admin β full access
Store Keeper β create movements + receive FG into warehouse
Approver β approve/reject, opening balances, products
Reviewer (Accounts Supervisor) β review/reject, edit opening balances
Requester β request raw materials into factory & transfer FG factory β warehouse
Permission: Review FG Warehouse Transfers can be granted to any role under Role Permissions
| Name | Role | PIN set? | Actions |
|---|
Role Permissions
Control what each role can do. Admin can edit and save.
Audit Log
Record of logins, movements, approvals, product changes and settings
| Date / Time | User | Role | Action | Detail |
|---|
Settings
Company settings