Dashboard
Billing Period: —
Admin ADMIN

Good morning! 👋

What would you like to do today?

📋 Credit Transaction Workflow Guide
🪪1
Check Member ID
Ask member for their company ID
→
🔍2
Check Credit
Use Balance Check below to verify available credit
→ Credit OK?
🛒3
Get Items
Tell member to proceed getting items from the store
→
💳4
Loyverse
Process the transaction in Loyverse POS
→
✍️5
Get Signature
Member signs on the Loyverse receipt
→
📱6
Record Sale
Input details in New Credit Sale using Loyverse invoice no.
⚡ Step 2 - What if credit check result is:
✅
Credit Available
Proceed to Step 3 - tell the member to get their items from the store.
❌
No Credit / Delinquent
Politely inform the member their credit is unavailable. Do not proceed with the transaction.
📦
New Credit Sale
Post a member's purchase
📋
Today's Sales
View transactions posted today
🔍 Member Balance Check
📋 Today's Sales

Good morning! 👋

Billing reports and transaction records.

📋
Billing Details
View per-transaction billing
🧾
Billing Summary
View billing summary by employee
👥
Employee List
View enrolled employees and balances
📋 This Month's Billing Summary
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📋 Current Billing Summary This Month
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⚡ Recent Activity Last 8 actions
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📦 Top Products This Month
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🔴 Outstanding Members Loading...
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🔎 Transaction Management

📦 New Credit Sale

Current Balance
Available Credit
Credit Limit
Enter invoice number then click Fetch to auto-fill cart
Add Products
Price:  |  Discount:  |  Stock:  |  Category:
🛒 Cart 0 item(s)
No items added yet

💰 Post Payment

Status
Current Balance
Credit Limit

📄 Member Statement

👤 Members

👥
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Total Members
💳
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Total Outstanding
✅
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Total Available Credit
🔍
Member IDCo.Employee IDNameDepartmentMobileCredit LimitBalanceAvailableStatus
➕ Add New Member
📥 Import Members from CSV
Expected CSV format: CompanyCode, EmployeeID, FullName, Department, CreditLimit, MobileNumber
First row must be headers. Member IDs are auto-generated — do not include MemberID in the file. CompanyCode is required (POL or GFF). Existing EmployeeID+CompanyCode matches will update profile fields only. If CompanyCode column is absent, all rows default to POL (backward compatible).
Same credit limit will be applied to all imported members

📦 Products

🔍
CodeNameCategoryUnitPriceDiscountStatusActions
➕ Add New Product
📥 Restock Product
📥 Import Products from CSV
Expected CSV format: SKU, Name, Price, Category
First row must be headers. SKU becomes the Product Code. Duplicates (matched by SKU or Name) will be skipped automatically.

🏢 Company Management

CodeNameCutoff DaysAlert DaysLV Payment TypeStatus
➕ Add Company

📋 Billing Details Report

🧾 Billing Summary

📊 Daily Sales Report

📦 Sales by Item

🏷️ Sales by Category

🔍 Loyverse Reconciliation

📅 Weekly Sales Comparison

Comparing last 5 weeks (Mon – Sun). Auto-loads when you open this page.

🔄 Monthly Credit Reset

🔄 Run Monthly Credit Reset

✅ Current Balance resets to ₱0.00 for all members
✅ Available Credit resets to full Credit Limit
✅ All eligible members → ACTIVE
🔒 Suspended members → unchanged
📋 All changes logged to Ledger and AuditLog

ASIAPRO resets automatically on the 6th and 21st. St. Jude is manual (12th and 27th). Select the company below before running.

👤 Reset Individual Member Credit
Restores one member's Available Credit to their full Credit Limit. Use this when a member's balance was carried over from a previous period and needs to be cleared individually.
🗑️ Reset Individual Member Balance
Zeroes the member's Current Balance and restores Available Credit to their full Credit Limit. Sets status to ACTIVE. Use this after voiding a member's transactions when a prior period's balance was never cleared.
⚠️ Irreversible. The balance will be set to ₱0.00. Make sure all transactions for this member have been voided before proceeding.
🔑 Change Password

⚙️ Settings