Executive Dashboard
High-level SMBFlow ERP status.
System Health
Open MRP Shortages
Purchase Orders
Work Orders
Manufacturing
BOMs, work orders, component issue, and finished goods production.
BOM Dashboard
| BOM # | Finished SKU | Finished Product | UoM | Base Qty | Revision | Status | Components | Estimated Cost |
|---|---|---|---|---|---|---|---|---|
| Loading BOMs... | ||||||||
Work Order Dashboard
| Work Order # | BOM # | Finished SKU | Planned Qty | Produced Qty | Status | Estimated Cost | Actual Cost | Created |
|---|---|---|---|---|---|---|---|---|
| Loading work orders... | ||||||||
Manufacturing Execution
BOM → Work Order → Component Issue → Finished Goods Receipt.
BOMs
Work Orders
Open Work Orders
Finished Receipts
BOM Dashboard
| BOM # | Finished SKU | Finished Product | Base Qty | Revision | Status | Components | Est. Cost | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading BOMs... | ||||||||
Work Order Dashboard
| WO # | BOM # | Finished SKU | Product | Planned Qty | Completed Qty | Status | Component Issue | Receipt | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Loading work orders... | |||||||||
Component Issues
| WO # | Component SKU | Component | Issued Qty | Unit Cost | Amount | Created |
|---|---|---|---|---|---|---|
| Loading component issues... | ||||||
Finished Goods Receipts
| WO # | Finished SKU | Finished Product | Received Qty | Created |
|---|---|---|---|---|
| Loading finished receipts... | ||||
MRP Planning
Material requirements, remaining demand, available stock, and shortages.
Components
Shortages
Total Requirement
Total Shortage
MRP Requirements
| Component SKU | Name | UoM | Required | Issued | Remaining | Available | Shortage | Status |
|---|---|---|---|---|---|---|---|---|
| Loading MRP... | ||||||||
Work Order Demand
| Work Order # | Finished SKU | Status | Component SKU | Component Name | Required Qty | Issued Qty | Remaining Qty |
|---|---|---|---|---|---|---|---|
| Loading demand... | |||||||
MRP Planning
Demand → BOM Explosion → Component Shortage → Purchase Suggestion.
Demand Plans
MRP Runs
Open Shortages
Est. Purchase Cost
Demand Plans
| Demand # | Finished SKU | Finished Product | Demand Qty | Required Date | Status | Actions |
|---|---|---|---|---|---|---|
| Loading demand plans... | ||||||
MRP Runs
| MRP Run # | Demand # | Finished SKU | Demand Qty | Status | Created |
|---|---|---|---|---|---|
| Loading MRP runs... | |||||
Component Shortages / Purchase Suggestions
| MRP Run # | Component SKU | Component | Required Qty | Available Stock | Shortage Qty | Unit Cost | Est. Cost | Status |
|---|---|---|---|---|---|---|---|---|
| Loading shortages... | ||||||||
Purchasing
Purchase requisitions, purchase orders, and goods receipt status.
Purchase Requisitions
| PR # | Type | Source | Status | Required Date | Lines | Total Requested Qty |
|---|---|---|---|---|---|---|
| Loading requisitions... | ||||||
Purchase Orders
| PO # | Source PR | Vendor | Status | Required Date | Total Qty | Open Qty | Total Amount | Lines |
|---|---|---|---|---|---|---|---|---|
| Loading purchase orders... | ||||||||
Purchase Order Lines
| PO # | Line | Item SKU | Name | Ordered | Received | Open | Unit Price | Amount | Status |
|---|---|---|---|---|---|---|---|---|---|
| Loading PO lines... | |||||||||
Low Stock Purchase Suggestions
Products below reorder point. Use this as the first step before creating purchase requisitions.
| Product | SKU / Barcode | Current Stock | Reorder Point | Shortage | Suggested Qty | Est. Cost | Action |
|---|---|---|---|---|---|---|---|
| Loading purchase suggestions... | |||||||
Purchase Orders / Goods Receipt
Open purchase orders and receive goods into inventory.
| PO # | Vendor | Status | Ordered | Received | Total | Created | Actions |
|---|---|---|---|---|---|---|---|
| Loading purchase orders... | |||||||
Goods Receipts / AP Invoices
Create supplier AP invoices from posted goods receipts and track vendor balances.
P2P Accounting Postings
Accounting entries generated from goods receipt, AP invoice, and vendor payment.
Total Debit
Total Credit
Posting Lines
| Posting # | Source | Doc # | GL Account | GL Name | Debit | Credit | Description | Date |
|---|---|---|---|---|---|---|---|---|
| Loading P2P accounting postings... | ||||||||
Open AP Balance
Open AP Invoices
Goods Receipts
| GR # | PO # | Vendor | Qty | Total | AP Invoice | Created | Actions |
|---|---|---|---|---|---|---|---|
| Loading goods receipts... | |||||||
AP Invoices
| AP Invoice # | Vendor | PO # | Total | Paid | Balance | Status | Due Date |
|---|---|---|---|---|---|---|---|
| Loading AP invoices... | |||||||
Vendor Balances
| Vendor | Open Invoices | Balance Due |
|---|---|---|
| Loading vendor balances... | ||
Accounting / GL
Trial balance, GL posting monitor, and financial statement visibility.
GL Posting Monitor
| Document Type | Posting Status | Count |
|---|---|---|
| Loading GL posting monitor... | ||
GL Trial Balance
Trial balance generated from real accounting postings.
Total Debit
Total Credit
Difference
Posting Lines
| GL Account | GL Name | Debit | Credit | Balance |
|---|---|---|---|---|
| Loading trial balance... | ||||
OTC Accounting Postings
Customer invoice and customer payment accounting entries.
OTC Debit
OTC Credit
OTC Difference
OTC Lines
| Posting # | Source | Doc # | GL | Debit | Credit | Description | Date |
|---|---|---|---|---|---|---|---|
| Loading OTC accounting postings... | |||||||
Recent GL Postings
Latest journal lines posted from ERP transactions.
| Posting # | Source | Document # | GL | Debit | Credit | Description | Date |
|---|---|---|---|---|---|---|---|
| Loading recent postings... | |||||||
Inventory Valuation / COGS
Inventory value from product stock and cost. COGS postings are created from goods issue deliveries.
Inventory Value
Inventory Units
Valued Products
| Product | SKU / Barcode | Stock | Unit Cost | Inventory Value |
|---|---|---|---|---|
| Loading inventory valuation... | ||||
Financial Statements
Balance Sheet, Income Statement, and Cash Summary generated from GL postings.
Total Assets
Total Liabilities
Net Income
BS Difference
Cash Summary
Cash
Accounts Receivable
Inventory
Accounts Payable
Balance Sheet
| Section | GL Account | GL Name | Balance |
|---|---|---|---|
| Loading balance sheet... | |||
Income Statement
| Section | GL Account | GL Name | Amount |
|---|---|---|---|
| Loading income statement... | |||
Customer & Vendor Ledgers
AR and AP ledger summary from invoices and payments.
Customer Ledger Summary
| Customer | Total Invoiced | Total Paid | AR Balance |
|---|---|---|---|
| Loading customer ledger... | |||
Vendor Ledger Summary
| Vendor | Total Billed | Total Paid | AP Balance |
|---|---|---|---|
| Loading vendor ledger... | |||
POS / Checkout
Starter POS checkout for walk-in sales, customer sales, invoice creation, and stock reduction.
POS Sales
Total POS Sales
Cart Items
Cart Total
Customer
Add Product to Cart
Cart
| Product | SKU | Qty | Unit Price | Discount | Line Total | Action |
|---|---|---|---|---|---|---|
| Cart is empty. | ||||||
Daily Sales / Cash Drawer
Use this for end-of-day POS closing and cash/card reconciliation.
Net Sales
Cash
Card
Refunds
Receipts
Items Sold
Zelle
Check / Other
| Receipt # | Customer | Total | Items | Payment | Status | Time |
|---|---|---|---|---|---|---|
| Load daily sales to view closing report. | ||||||
Recent POS Sales
| Invoice # | Customer | Total | Items | Payment | Status | Created | Receipt |
|---|---|---|---|---|---|---|---|
| Loading recent POS sales... | |||||||
Customers / CRM
Manage customer master records, contact information, and customer statements.
Total Customers
With Email
New This Month
CRM Status
Add Customer
Customer List
| Customer # | Name | Phone | Company | Created | Actions | |
|---|---|---|---|---|---|---|
| Loading customers... | ||||||
Inventory
Customer product upload, manual product creation, stock adjustment, and stock movement visibility.
Upload Products CSV
Upload customer inventory/products using CSV.
Add Product Manually
Manual Stock Adjustment
Product List
| Product ID | Name | SKU / Barcode | Price | Stock | Status | Actions |
|---|---|---|---|---|---|---|
| Loading products... | ||||||
Recent Stock Movements
| Movement # | Type | Source | Reference | SKU | Product | Qty | Direction | Before | After |
|---|---|---|---|---|---|---|---|---|---|
| Loading inventory... | |||||||||
AI CFO Dashboard
Executive finance summary, AI alerts, recommendations, and next-best actions.
Financial Health
Risk Level
Open Actions
Alerts
AI CFO Executive Summary
AI CFO Recommendations / Actions
| Priority | Area | Recommendation | Impact |
|---|---|---|---|
| Loading AI CFO actions... | |||
Cash Flow / AI Recommendations
Cash forecast, cash position, finance alerts, and AI next-best actions.
Cash Balance
Projected Cash
Cash In
Cash Out
Cash Forecast / Alerts
QTC / OTC
Quotes, sales orders, deliveries, invoices, customer payments, statements, and email queue.
Quotes
Sales Orders
Invoices
Open AR
Latest QTC / OTC Documents
| Type | Document # | Customer | Status | Total | Created |
|---|---|---|---|---|---|
| Loading QTC documents... | |||||
QTC Email Queue
| Document Type | Document # | Customer | Status | |
|---|---|---|---|---|
| Loading email queue... | ||||
QTC / OTC Transaction Flow
Sales Order → Delivery → Billing Invoice. Data comes from the live backend.
Sales Orders
Deliveries
Billing Docs
Open Billing Value
Sales Orders
| Sales Order # | Customer | Order Status | Delivery | Billing | Qty | Total | Actions |
|---|---|---|---|---|---|---|---|
| Loading sales orders... | |||||||
Deliveries
| Delivery # | Sales Order # | Customer | Status | Goods Issue | Date | Actions |
|---|---|---|---|---|---|---|
| Loading deliveries... | ||||||
Billing Documents
| Billing # | Invoice # | Delivery # | Sales Order # | Customer | Total | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading billing documents... | |||||||
P2P / AP
Vendor purchasing, goods receipts, AP invoices, and vendor payments.
Purchase Orders
Goods Receipts
AP Invoices
Open AP
Latest P2P Documents
| Type | Document # | Vendor | Status | Total | Created |
|---|---|---|---|---|---|
| Loading P2P documents... | |||||
Invoices
Customer invoice list with email, print/PDF, and balance visibility.
Total Invoices
Open Balance
Paid Amount
Email Status
Invoice List
| Invoice # | Customer | Status | Total | Paid | Balance | Created | Actions |
|---|---|---|---|---|---|---|---|
| Loading invoices... | |||||||
Plan Control / Module Access
Control which modules are visible for Starter POS, Business ERP, and Pro ERP Manufacturing customers.
Current Plan
Monthly Price
Enabled Modules
Status
Select Company Plan
Plan Module Matrix
| Plan | Price | Best For | Included Modules |
|---|---|---|---|
| Loading plan matrix... | |||
Subscriptions / Billing
SaaS plan, billing status, subscription readiness, and Stripe webhook visibility.
Plan
Status
Monthly Price
Webhook
Billing / Subscription Detail
Company Profile / Receipt Branding
Set business information shown on POS receipts and future invoice templates.
Business Information
Receipt Preview
User Setup / Roles
Create and manage SMBFlow users for cashier, inventory, accounting, readonly, and owner access.
Total Users
Active Users
Admins / Owners
Status
Create / Update User
User List
| User ID | Name | Role | Status | Platform Admin | Created | Actions | |
|---|---|---|---|---|---|---|---|
| Loading users... | |||||||
Admin / Plan Management
Users, plans, SaaS readiness, admin controls, and activity visibility.
Users
Plans
Activity
Status
Admin Data
Inbound API Center
External CRM, WMS, ecommerce, and procurement systems can push master data into SMBFlow.
Inbound Endpoints
| Master Data | Endpoint | Authentication | Purpose |
|---|---|---|---|
| Customer Master | POST /api/inbound/customers | X-SMBFlow-API-Key | Create/update customers and prevent duplicates. |
| Product / Material Master | POST /api/inbound/products | X-SMBFlow-API-Key | Create/update products by SKU, external ID, or product name. |
| Vendor / Supplier Master | POST /api/inbound/vendors | X-SMBFlow-API-Key | Create/update vendor masters and log inbound events. |
Inbound Activity / Integration Health
Marketing / Leads
Website leads, lead pipeline, campaigns, follow-up, and marketing activity.
Total Leads
New Leads
Follow Ups
Campaigns
Recent Leads
| Name | Company | Status | Source | Created | |
|---|---|---|---|---|---|
| Loading leads... | |||||
Integrations
API keys, webhook settings, event dispatch, and external system health.
Integrations
Events
Healthy
Errors
Integration Settings / Events
Login / Auth
Use this to reconnect protected modules like Billing, Admin, Marketing, Inbound APIs, and Integrations.
Login
Manual Token
Paste a JWT token here if login API is not available.
System
Health check and API connectivity.