Dashboard
Quick Actions
Users
| Capabilities | Actions |
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User
Customers
| Billing Address | Customer Type | Overdue |
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LOT Report
Syspro Sales History
| Order Type | Warehouse | Product Class |
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FY Sales (Year-on-Year)
| Stock | Description | Prior FY (R) | Current FY (R) | YoY % | vs Target |
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Create Offer
Add Offer β guided
Generic Stock Codes β manage bulk-commodity codes
| Code | Description | Category | Brand | Origin | Active | Actions |
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Offers
| ID | Category | Stock Code | Description | Brand | Origin | Qty | Min Qty | Avail Month | Price/KG | Currency | Expires | Status | Bid Margin | Created At | Actions |
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App Settings
Global settings. Anything marked βUsing defaultβ has no stored value β it comes from the registry in code.
Image Library
| Kind | Stock Code | Description | Images | Updated | Actions |
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Library Item
Trader Offers
Trader-posted market-interest listings. Fully separate from company offers, bids, and stats.
| Description | Stock | Category | Ask/kg | Qty | By | Interest | Status | Created | Actions |
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Firm Bids
Trader-logged firm bids. Approve & Promote turns one into an internal offer + a pending bid.
| Customer | Wants | Stock | Qty | Target/kg | Needed By | Trader | Status | Actions |
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Approve & Promote
Creates an internal offer (hidden from the public marketplace) and a pending bid for this customer. Adjust the offer we can actually do, then confirm.
All Bids
| ID | Offer | Stock Code | Bidder | Company | Qty | Amount | Price /kg | Notes | Customer ETA | Bid Status | Date | Actions |
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Marketing β WhatsApp Outreach
Per-offer breakdown of WhatsApp messages sent by each trader.
| Offer ID | Stock Code | Description | Trader | Possible | Sent | % | Avg quoted | Last Sent |
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Marketing Activity
Every recorded customer contact β offer WhatsApp sends, Image Library sends and logged calls β grouped by trader, customer or month.
| Trader | Offer sends | Library sends | Calls | Total | Last activity |
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Call Log
Customer calls logged by traders against offers.
| Date/Time | Trader | Offer | Customer | Outcome | Notes |
|---|
Procurement Requirements
Offers where total active bid quantity exceeds the available stock. Bids highlighted in red pushed the allocation over the limit.
Stock requests raised by traders. Set a status as procurement works each one.
| Raised | By | Stock Code | Description | Qty | Needed By | Status |
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Notifications
Vtiger CRM
Manage the connection to your Vtiger CRM instance.
Test: Create Quote from Bid
Push a bid to Vtiger as a Quote to test the integration.
Trader history
Procurement Forward Stock
Bid Fulfilment
| Bid | Stock | Customer | Credit / Hold | Qty | Allocated |
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Procurement β Assign HM
| Bid | Stock | Customer | Qty | Trader | Accepted | HM number |
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Snapshot freshness
| Source | Type | Last updated | Rows | Status |
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Geo pricelist
The weekly geo pricelist, imported from the supplied export. CSV or .xlsx β Excel Binary (.xlsb) cannot be read on the server, so re-save it before uploading.
| Region | Category | Product | Spec | Origin | Halaal | Price | Unit | Review |
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