Overview / Admin Portal

Admin Portal

Complete business oversight for Shyam Dairy management — manage users, products, sales, purchases, inventory, finance, and system configuration from a single unified dashboard.

Dashboard at a Glance

₹1.2L Today's Sales
₹85K Today's Purchases
₹15.4L Total Receivable
₹3.2L Total Payable

Interactive sales trend charts, stock summary by warehouse, top 10 products & distributors by revenue, outstanding ageing breakdown, and a real-time alerts panel — with drill-down to detailed reports from any chart.

Date range picker with presets (Today, This Week, This Month, This Quarter, This FY) and auto-refresh every 60 seconds.

Admin Capabilities

User & Role Management

  • Create / edit users across all roles
  • Role-based access control (RBAC)
  • Permission templates (module:action pairs)
  • Warehouse assignment for managers
  • User activity tracking & audit log

Master Data

  • Product catalog (80+ Shyam Dairy SKUs) with pricing & tax
  • Category tree with sub-categories
  • Brand management (Shyam + third-party)
  • Distributor onboarding & KYC
  • Supplier management with payment terms

Sales Management

  • Sales order lifecycle (draft → approved → fulfilled)
  • GST-compliant invoice generation
  • Discount & scheme config (Buy X Get Y, volume-based)
  • Sales returns & credit notes
  • Price override controls & limits

Purchase Management

  • Purchase order creation & tracking
  • Supplier invoice recording
  • GRN linkage for goods verification
  • Purchase returns & debit notes
  • Auto stock update on purchase

Inventory & Warehouses

  • 3 warehouses: Main, Cold Storage, Regional Depot
  • Stock overview with batch & expiry visibility
  • Low stock & near-expiry alerts
  • Stock movement history (inward/outward/transfer)
  • Warehouse lock / unlock controls

Finance & Accounting

  • Distributor & supplier ledgers
  • Outstanding & ageing (0-30, 30-60, 60-90, 90+ days)
  • Payment tracking (cash / bank / UPI / cheque)
  • GST reports (GSTR-1, GSTR-3B)
  • Profit & loss summary

Reports & Analytics

  • Sales by date / product / distributor
  • Purchase by date / supplier
  • Stock summary & movement reports
  • Distributor performance with sparklines
  • Scheme performance analysis
  • All reports export to Excel / PDF

Notifications & Communication

  • SMS / WhatsApp / Email template management
  • Auto-trigger on order / payment / delivery events
  • Configurable reminder scheduling
  • Notification delivery log

Settings & Configuration

  • Company profile & invoice branding
  • Financial year management with lock controls
  • Tax configuration (GST slabs, HSN codes)
  • Third-party integration config (Tally, GST Portal)
  • Full audit log with filtering

Key Admin Workflows

Onboard a New Distributor

From registration to first order

1

Create Profile

Business info, address, GST

→
2

Set Terms

Payment terms & credit limit

→
3

Verify KYC

GST & PAN verification

→
4

Create Account

User credentials & role

→
5

Assign Permissions

Permission template

→
6

Start Ordering

Distributor is live

Sales Cycle: Shyam Dairy → Distributor

From order to payment settlement

1

Order Placed

Distributor submits PO

→
2

Admin Approves

Review & approve order

→
3

Warehouse Dispatches

Pick, pack & ship

→
4

Invoice Generated

GST-compliant bill

→
5

Payment Tracked

Record & allocate

→
6

Ledger Updated

Outstanding settled