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Digital Fusion Inventory control

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Business overview

Quick access to sales, stock alerts, dispatch work and the reports management needs every day.

Logged in
Today sales
KSh 0
0 receipts
Dispatch queue
0
Confirm movement only
Restock items
0
Across 4 stock locations
Overstocked
0
Above the high-stock threshold

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.

Receipts today0
Cartons today0
Total todayKSh 0
Saving a receipt reduces available stock immediately. Dispatch only confirms physical movement later.

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.

Total on hand
Cartons
Daily demand
Cartons/day
Price / carton
KSh
Days to stockout
At current demand

Location balances

Stock can come from different locations in one receipt.

LocationBalance
No product selected

Transfers

Stock transfers

Approval and dispatch are included. Partial receiving is shown as a design state for later workflow confirmation.

ItemQty

Transfer workflow

Draft → Pending approval → Approved → Dispatched → Received.

TransferRouteStatusRequestedDispatchedReceived
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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.

Sales Point 12 sheets: Order Entry, Customer History, General Information, Day Sales Summary, Item History, List, Errands, Sales by Customer, Sales By Item, Inventory, and helper sheets.
Main Inventory 15 sheets: Sales, Main In, To Order, ETA, transit, item summary, stock performance, main totals in/out, inventory levels and status reports.
Shop Inventory 16 sheets: Sales, transfer, deliveries, assembly, assembly summary, shop status, data lists, and date-based totals/report matrices.
Stores Manager 9 sheets: Stores Issues, Deliveries, Items to Restock, Lists, Stores Totals In/Out, Stores Inventory Level, Summary, and Overall Inventory Status.
Billing Checklist 2 sheets: Checklist and List, covering customer, item, QTY, receipt number, sale details, amount and billing update fields.

Modules captured from Excel

These become system modules or generated reports instead of editable spreadsheet-style formula grids.

Order Entry Receipt Header Sale Line Items Customer History Item History Price List Dispatchers Sales by Customer Sales By Item Daily Sales Summary Billing Checklist Main Sales Main In Purchases In Returns Transfers Transit Stores Issues Deliveries Items to Restock Opening Balances Location Stock Overall Inventory Status Main Inventory Level Stores Inventory Level Shop Inventory Level Stock Performance Order Packing List ETA / Consignment Assemblying ASS Summary Formula Reports Lookup Lists Audit Trail

Workbook sheet counts

Verified from the macro workbooks in this folder.

WorkbookSheetsPrimary flow represented
Sales Point.xlsm12POS entry, prices, receipt numbers, customers, dispatchers and sales reports.
Main Inventory Tracker.xlsm15Main warehouse sales, purchases/main-in, reorder planning, transit and inventory reports.
Shop Inventory Managementt.xlsm16Shop sales, transfers, deliveries, assembly and shop inventory reporting.
8th_ 10th Floor stores Manager (1).xlsm9Stores issues, deliveries, restock needs and store-level inventory status.
Billing checklist.xlsm2Billing checklist and related lookup values.

Audit trail

Tracked changes

Price overrides, negative stock continuations, stock adjustments and status changes are visible to management.

TimeUserActionRecordReason
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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.

Recommended MVP approach Start with role profiles visible in the system, keep permissions broad during testing, then tighten create/edit/approve/delete rights after management confirms responsibilities.
Role based access

Privilege matrix

Designed for multiple users with different privileges.

Super Admin

  • Manage users and roles
  • Configure system settings
  • View all reports and audit logs
  • Override restrictions when approved

Admin

  • Manage day-to-day records
  • Approve transfers and corrections
  • Configure stock locations
  • Review operational reports

Sales Person

  • Create receipts and line items
  • Override price with reason
  • Continue negative-stock sale with warning
  • View customer sales history

Billing Officer

  • View sales awaiting payment
  • Update billing and payment status
  • View customer balances later
  • Export billing reports later

Dispatcher

  • View awaiting dispatch queue
  • Confirm physical movement
  • Cannot reduce stock again
  • Record delivery notes later

Stores Manager

  • View stock by location
  • Create store movements
  • Record stock adjustments
  • Raise transfer requests

Warehouse Manager

  • Manage purchase-in and returns
  • Approve warehouse transfers
  • Review restock list
  • Check inventory ledger

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.