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Dashboard module guide

A practical guide to every dashboard section in Dream ERP: what each module contains, when to use it, and how it connects to the rest of your business workflow.

9

Module Groups

28

Dashboard Modules

End-to-end

Sales, EMI, Finance, Inventory

Recommended workflow

Add main categories, then sub-categories and products before creating inventory-based direct or installment sales.
Set payment methods and capital in Finance before recording purchases, expenses, or withdrawals.
Supplier credit (Karza): create an unpaid bill under Purchase → Bills to add stock, sell from Sales, then settle under Payments later. Bills do not need to be Paid before you sell.
Use Quotations when a customer needs a price first, then create the final sale after confirmation.
Use Blocked Customers to stop risky customers from entering future EMI or sales workflows.
Keep agreement templates updated before generating EMI or investor agreements.

Overview

Start here when you need a high-level view of business health, reports, and quick calculations.

Dashboard

Shows investors, capital, cash in hand, customer receivables, supplier payables (Karza unpaid bills), EMI collection rate, revenue, profit, recent purchases, and recent requests.

Review daily performanceSpot low-stock and unpaid supplier balancesTrack capital and expected profit

Reports

Provides date-based reporting for business performance and operational totals.

Filter by date rangeReview summaries for managementCompare sales, finance, and purchase activity

Calculator

Calculates installment pricing, markup, monthly installment, and profit before creating a direct or installment sale.

Estimate EMI plansTry markup percentagesExplain monthly cost to a customer

Platform

Manage platform capital, pool balances, and expense split as its own feature — not nested under Overview.

Platform

Tracks platform capital, investor pool balances, withdrawals, expense split settings, and payment-method balances.

Add or withdraw platform capitalSet platform/investor expense splitReview pool balances before sales

Finance

Control business money movement, expense sharing, management withdrawals, and payment methods.

Accountings

Central finance area for capital entries, expenses, transfers, management withdrawals, and payment account setup.

Add capitalRecord expensesMove funds between payment methods

Expenses

Lists expense history with categories, source split, payment method, receipts, and status context.

Audit expense entriesCheck investor/platform shareReview attached receipts

Management History

Shows management withdrawal records and related payout details.

Track management payoutsConfirm withdrawal datesReview payout notes

Sales

Create sales, manage installment recoveries, prepare quotations, and control customer eligibility.

Direct Sales

Creates cash/direct sales from inventory. Required: customer name and phone. Optional: email, CNIC, WhatsApp, address. Quantity cannot exceed stock. Location, references, and witnesses are not used on Direct Sale (those stay on Installment Sales).

Create a direct sale from stockPick an EMI user or walk-in customerView customer/sale details

Installment Sales

Creates rich EMI contracts from inventory products only (no Custom Item). Includes markup, investor assignment, witnesses, location, and agreements, then records Pay EMI collections.

Create an installment sale from stockCollect EMI paymentsDownload agreements

Quotations

Builds customer quotations with products, quantities, unit prices, discount, tax, validity date, and notes.

Generate a quotation before saleShare quoted totalsConvert planned items into a final sale workflow

Customers

Maintains customer records and verification/blocking actions used by sales and EMI workflows.

Search customer detailsBlock risky customersUnblock verified customers

Blocked Customers

Keeps a dedicated block list with CNIC, phone, email, address, and reason for blocking.

Prevent repeat risky purchasesDocument block reasonsUnblock after review

EMI

Keep EMI customer profiles, intake requests, and agreement templates. New installment contracts are created in Installment Sales.

EMI Users

People directory with photo, name, email, phone, CNIC, and address — not a selling page. Pick these users from Direct or Installment Sales dropdowns when creating a sale.

Add an EMI user profileUpdate contact details and photoGive a customer a portal login

EMI Requests

Collects customer requests for EMI products with item, category, estimated cost, preferred months, and notes.

Review incoming EMI requestsTrack requested product detailsOpen Installment Sales from an approved request

EMI Agreement Templates

Stores reusable EMI agreement/slip layouts and wording for consistent customer documents.

Customize EMI documentsSave reusable templatesKeep agreement branding consistent

Purchase

Handle supplier relationships, bills, payments, stock purchases, and purchase-order intake.

Suppliers

Manages supplier profiles with contact details, CNIC, address, business type, and notes.

Add or update suppliersStart bills for a supplierNavigate to supplier payments

Bills

Creates supplier bills as Unpaid / Karza. Each line can restock an existing inventory product or add a new product name (stock upserts without paying first). Optional purchase expenses and receipt. Pay later under Payments.

Add first stock on credit without Inventory cashRestock existing productsTrack payable and remaining amounts

Payments

Processes supplier bill payments by amount and method while tracking unpaid, partially paid, and paid status with payment history. Cash available and remaining payables are separate.

Pay outstanding bills in full or partiallyFilter payments by supplier/statusRecord payment method

Supplier Purchases

Lists stock received from suppliers (bill line items). This is supplier inventory intake—not customer EMI contracts under Installment Sales.

Review supplier purchase historyFilter by supplier or bill statusTrace acquired inventory

Purchase Orders

Creates purchase orders with PO number, supplier, delivery address, products, expense details, total amount, and initial payment.

Prepare supplier ordersMark PO statusReceive PO into bills or purchases

Investors

Manage investor onboarding, investment transactions, profit actions, and investor document templates.

All Investors

Maintains investor profiles, initial investment, return rate, payment method, receipts, agreements, profit withdrawals, reinvestment, and details.

Add investorsIncrease or decrease investmentWithdraw or reinvest profit

Requests

Tracks investor requests for new investment or withdrawal with amount, contact details, and approval status.

Submit investor requestsApprove or reject requestsKeep request history

Investor Agreement Templates

Stores investor agreement and letterhead templates used during investor onboarding and documentation.

Customize investor documentsSet logo and termsReuse approved templates

Inventory

Organize sellable products and categories so sales, EMI, and purchase flows stay accurate.

Categories

Two-level catalog: main categories are name + description only (no image). Sub-categories under a main hold image and specifications. Prefer a sub-category on products when available.

Add main categoriesAdd sub-categories under a mainOrganize products for sales

Products

Adds products with category, cost price, selling price, stock quantity, payment method, and product identifiers.

Add inventory stockSet selling pricesTrack low-stock products

System

Configure branches, audit activity, and platform settings that affect the whole workspace.

Branches

Manages branch requests and branch accounts with contact, location, payment screenshot, and approval state.

Request new branchesReview branch statusControl branch access

Logs

Shows system activity logs for auditing operational changes.

Audit user activityTrace important actionsInvestigate unexpected changes

Settings

Controls platform name, markup defaults, installment limits, management share, investor return rate, and profit-share defaults.

Set default business rulesClear selected business dataTune investor and EMI behavior