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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.

8

Module Groups

28

Dashboard Modules

End-to-end

Sales, EMI, Finance, Inventory

Recommended workflow

Add categories and products before creating inventory-based sales or EMI purchases.
Set payment methods and capital in Finance before recording purchases, expenses, or withdrawals.
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, receivables, EMI collection rate, revenue, profit, recent purchases, and recent requests.

Review daily performanceSpot low-stock alertsTrack capital and expected profit

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 purchases

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 purchase or sale.

Estimate EMI plansTry markup percentagesExplain monthly cost to a customer

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 and lists cash/direct sales with customer details, product selection, pricing, discount, and documents. Installment EMI contracts are managed under Installment Sales and EMI Users.

Create a direct saleView or download sale detailsTrack direct-sale revenue

Installment Sales

Focuses on active EMI sales and collection status, including remaining amount and payment recording.

Collect EMI paymentsCheck overdue or remaining balancesFollow active installment plans

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

Manage full EMI purchase workflows, customer agreements, payment collection, and EMI request intake.

EMI Users

Creates EMI purchases with customer profile, references, product details, pricing, investor assignment, agreement, and attachments.

Create a new EMI purchaseGenerate agreementsRecord EMI payments

EMI Requests

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

Review incoming EMI requestsTrack requested product detailsUse approved requests to prepare purchases

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 with line items, price, quantity, GST, totals, and supplier selection. Supports unpaid, partially paid, and paid statuses.

Receive supplier stock as billsTrack payable and remaining amountsRecord full or partial bill payments

Payments

Processes supplier bill payments by amount and method while tracking unpaid, partially paid, and paid status with payment history.

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 My Purchases / EMI Users.

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

Creates product categories with title, description, specifications, and image.

Organize catalog sectionsDefine common product specsImprove product filtering

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