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Business overview
Quick access to sales, stock alerts, dispatch work and the reports management needs every day.
Sales trend
Daily sales value from receipt records.
Stock locations
Share of active items at a safe/healthy level.
Recent receipts
One receipt can contain several stock lines.
| Receipt | Customer | Status | Amount |
|---|---|---|---|
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Sales
Sales point
Create receipt headers, add multiple item lines, apply price overrides with reasons and reduce stock at entry.
Today's summary
Use "New sale" to open the receipt editor.
Sales queue
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| Receipt | Customer | Status | Amount | |
|---|---|---|---|---|
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Inventory
Stock status
A ledger-led inventory view for opening balances, sales reductions, purchases, returns, transfers and adjustments.
Inventory by item
Negative balances remain visible instead of blocking work.
| Item | On hand | Daily demand | Days to stockout | Status | By location |
|---|---|---|---|---|---|
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Products
Product detail report
The MVP report management asked for: all information about a particular product or item.
Select a product
Type a name above to load its detail.
Location balances
Stock can come from different locations in one receipt.
| Location | Balance |
|---|---|
| No product selected | |
Transfers
Stock transfers
Approval and dispatch are included. Partial receiving is shown as a design state for later workflow confirmation.
| Item | Qty |
|---|
Transfer workflow
Draft → Pending approval → Approved → Dispatched → Received.
| Transfer | Route | Status | Requested | Dispatched | Received | |
|---|---|---|---|---|---|---|
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Reports
Management reports
The Excel formula sheets become generated reports from stock ledger and sales records.
Available on day one
Report cards are shortcuts to filtered data views.
Excel Map
Workbook coverage
The prototype is mapped against the scanned Excel structure: 5 workbooks, 54 sheets, operational entry sheets, lookup lists, and formula-report sheets.
Modules captured from Excel
These become system modules or generated reports instead of editable spreadsheet-style formula grids.
Workbook sheet counts
Verified from the macro workbooks in this folder.
| Workbook | Sheets | Primary flow represented |
|---|---|---|
| Sales Point.xlsm | 12 | POS entry, prices, receipt numbers, customers, dispatchers and sales reports. |
| Main Inventory Tracker.xlsm | 15 | Main warehouse sales, purchases/main-in, reorder planning, transit and inventory reports. |
| Shop Inventory Managementt.xlsm | 16 | Shop sales, transfers, deliveries, assembly and shop inventory reporting. |
| 8th_ 10th Floor stores Manager (1).xlsm | 9 | Stores issues, deliveries, restock needs and store-level inventory status. |
| Billing checklist.xlsm | 2 | Billing checklist and related lookup values. |
Audit trail
Tracked changes
Price overrides, negative stock continuations, stock adjustments and status changes are visible to management.
| Time | User | Action | Record | Reason |
|---|---|---|---|---|
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Users & roles
Staff access control
Digital Fusion will support many user accounts. Each user belongs to a role, and each role can later be restricted by department or workflow.
Privilege matrix
Designed for multiple users with different privileges.
Later modules
Deferred scope
Billing, assembly, detailed permissions, Excel macros and cleanup workflows are parked without hiding them from the product plan.
Design placeholder for phase two
These screens can be added after the core inventory ledger and sales workflows are approved.