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PO Number Status Supplier Purchase Ref Items DeliveryDate Deliver To PO Email AP Balance Payment Actions
Goods In
Receive warehouse goods with optional PO linking. Stock impact will happen only after office verification.
Goods In No Status Supplier Warehouse Received Date Supplier Ref PO Link Lines Received Cases Damage Cases Actions
No Goods In records yet.
Return Goods
Receive customer returns for office verification. Accepted cases post through the stock ledger; damaged cases go to the Damage Register.
Return No Status Customer Warehouse Return Date Return Ref SO Link Lines Returned Cases Damage Cases Actions
No Return Goods records yet.
Damage Register
Damaged Goods In and Return Goods cases stay here until they are added back, disposed, or returned to supplier.
Source Status Supplier Warehouse Product BBD Batch Damage Cases Created Actioned Actions
No damage entries yet.
Stock Movement Ledger
Audit trail for all stock movements posted into warehouse stock.
Date Movement Dir Warehouse Product Pallets Cases Source Supplier / Party BBD Batch Created
No stock movements yet.
SO Number Status Customer Sale Ref Items DeliveryDate Deliver To Delivery Note AR Invoice Actions
Delivery Board
Sale (Green card), Purchase (Blue card), and DropShip (Yellow card)
Products
Maintain product SKUs, prices, VAT, stock controls, and pallet variants.
Product SKU Status Reorder SalePrice VAT(%) LooseCases Variants Actions
Customers
Maintain customer company, compliance, contacts, preferences, and delivery addresses.
Customer Name Company Number VAT Contact Name Email Phone Allianze DD Status Status Actions
Customer Details
Activity
Suppliers
Maintain supplier company, compliance, contacts, purchase preferences, and AP context.
Supplier Name Company Number VAT Contact Name Email Phone Allianze DD Status Status Outstanding AP Advance Currency Actions
Supplier Details
Activity
Open/Planned Sales – Map View
Map clustered by location. Click a row or marker to highlight the stop and nearby customers.
Open ready Planned Stock short Nearest customers All customers
Customer Postcode DelDate Ref Status Warehouse DN
Nearest Customer Addresses
Select an order
Select an order row or marker to show the 5 nearest customer delivery addresses.
Warehouses
Manage delivery warehouses (where Purchase orders are delivered and stock is held).
Tip: Don’t delete warehouses. Use Deactivate so old orders still display correctly.
Code Name Address Status Actions
No warehouses loaded yet.
0 warehouses
Purchase Settings
Purchase order sender details and PDF branding.
Do not change
Tip: ~200–400px wide is fine.
Logo preview
ePOS Receipt Settings
Receipt branding, VAT details, and footer text.
ePOS Tills
Manage till warehouse assignment and receipt details per till.
Till ID Name Warehouse Receipt Status Actions
No tills loaded.
Users & Access
Manage role, active status, warehouse access, and per-module permissions.
Select a user to manage access.
Temporary Tools
Use after warehouse access changes. Normalizes old order warehouse fields and warehouseIds arrays.
Product Name Actual Planned Available Upcoming OpenSO OpenPO Loose Acl Loose Avl Action
ePOS
New Sale
Use the assigned ePOS warehouse and till for this user.
Creates a customer record when the sale is completed.
Available: -
Product Qty Unit ex VAT VAT Line inc VAT
Basket is empty.
Subtotal ex VAT0.00
VAT0.00
Discount0.00
Total inc VAT0.00
Date / Time Receipt Till Type Payment Total Actions
No ePOS transactions loaded yet.
Refund / Return
Select a completed sale from the assigned ePOS till.
Only completed sales loaded for this till are available.
Product Sold Available Refund Qty Line Refund
Select a sale to refund.
Subtotal ex VAT0.00
VAT0.00
Refund inc VAT0.00
Cash Up
Reconcile the assigned ePOS till.
Metric Amount
No cash-up summary loaded.
Expected cash0.00
Counted cash0.00
Variance0.00
Time Receipt Type Payment Total
No transactions loaded.
Take Payment
Total due 0.00
Allocated 0.00
Balance 0.00
Receipt type
ePOS Transaction
No transaction selected.
Tasks
Overdue
0
Due Today
0
This Week
0
My Open Tasks
0
Showing 0 of 0
Create Task
Task Details
Activity
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New Goods In
Goods can be received with or without an internal PO. Office can link/verify later.
Internal supplier used for audit/filtering.
Use if Zoho/supplier name differs from internal supplier.
Internal PO link can be added later by office.
Use Zoho PO / supplier PO / manual PO number.
Query Raised
Rejected
Source Stock Item BBD Pallets Cases Damage Batch Action
No items added yet.
Submitted Goods In can be queried, rejected, or verified. Verification posts accepted stock and sends damage to the Damage Register.
New Return Goods
Customer returns are staged first. Verification posts accepted stock and sends damaged cases to the Damage Register.
Internal customer used for audit/filtering.
Use if customer name differs from internal customer.
Internal SO link can be added later by office.
Query Raised
Rejected
Source Stock Item BBD Pallets Cases Damage Batch Action
No items added yet.
Submitted returns can be queried, rejected, or verified. Verification posts accepted stock and records damaged cases for handling.
New Order
Create and manage sales, purchases, and dropship orders.
Order Details
Party
Logistics
Sale stock will reduce from this warehouse.
Line Entry
Optional
Line Items
Stock Source Stock Item Qty Qty Cases Damaged Cases Sale Price AR Buy Price AP Actions
Totals 0.00 0.00
Invoice
VAT comes from Product; amounts are (net cases × price).
New Customer
Maintain customer company, contact, compliance, and delivery details.
Delivery addresses are only maintained for customers.
New Supplier
Maintain supplier company, contact, compliance, and purchase preferences.
Suppliers use billing/company details only; delivery addresses are not maintained here.
New Warehouse
Short code used in dropdowns.
Used to auto-calculate latitude/longitude.
Note: Do not delete warehouses. If you stop using one, set it to Inactive.
Break Pallet to Loose Cases
Warehouse Transfer
Move available full pallets or loose cases between warehouses. Saving creates the linked transfer-out and transfer-in records.
Source Stock Item Pallets Cases Action
New Product
Maintain product details, SKU, pricing, tax, stock controls, and pallet variants.
Product name must be unique (case-insensitive).
Product Variants
Pallet Size Variant Name (auto) Variant SKU Status  
Variant name is always Product Name (PalletSize). Duplicate pallet sizes are not allowed. Mark old products or variants as Inactive so they stop appearing in new order entry but remain available in historical transactions.
Variant names are generated from product name and pallet size.
Record Supplier Payment
Total allocation: 0.00 GBP
PO # Reference Delivery Date AP Total Paid Balance Allocate now
Only orders with outstanding balance are shown. You can part-pay multiple orders in one payment.
Customer Statement
Delivered orders (Sale & Dropship) + payments
Closing Balance: 0.00
Date Transaction Qty (cases) Rate (incl VAT) AR (Debit) Payment (Credit) Balance Reference
Closing balance: 0.00
Record Customer Payment
Previous Payments
Select a customer…
Date Amount Method Reference Notes
Select a customer…
Record Invoices (Sale & Dropship, Delivered)
Customer Sale Ref DeliverDate DeliveryNote AR (incl VAT) Invoice No. Invoice Amount Invoice Notes
Showing 0-0 of 0
Only Delivered Sale & Dropship orders are shown.