📊 Dashboard — Overview
Showing
📝 Draft Quotations — Not Yet Sent
📋 Quotation Expiry Reminders
🚨 Urgent Deal Follow-ups
💳 Payment Follow-ups
🔧 Installation Follow-ups
🗑️ Removal Follow-ups
🧰 Technical Invoice Payment Follow-ups
📁 Tender Follow-ups — Until Sent
📝 Draft Agreements — Not Yet Sent
💳 Agreement Payment Follow-ups
✍️ Signed & Received Follow-ups
⚠️ Agreements Expiring Soon
🛡️ Warranties Expiring Soon
👤 Quotations Created — By User
🏆 Top 5 Customers — Installed & Walk-in Value
🏆 Top 5 Selling Items — Machines & Accessories
📈 Last 3 Months — Quotations vs Won Value
📞 Customer Inquiries
🔍
All Items
Inquiry No. Inquiry Date Customer Delivery Address Mobile No Inquiry Type Entity Model / Item Priority Actions
📋 Quotation Register
🔍
All Items
Quotation No Quotation Type Customer New / Prev Date Location Amount Status Actions
Agreement Register
🔍
# AGT / Warranty No Cust Reg No Customer Location Machine Type QTY Period Status Actions
🛡️ Warranty — 1 Year, auto-created when a Purchase delivery is marked Installed & Delivered
🔍
Install Date Customer Location Machine / Model Quot No Warranty End Status Actions
🚚 Delivery Pipeline
🔍
All Items
View as
✅ HOD Approval
🔍
👤 Staff View — Items are automatically submitted for HOD review when created. Switch to HOD mode (top-right) to approve or request revision.
TypeRef NoCustomerValue / Details Prepared BySubmitted OnHOD StatusHOD Comment Approved Date & TimeApproved By View
🔧 Installation Sheets
🔍
# IS No Quot No Customer Installation Address Model Install Date Sales Status Actions
🗑️ Removal Requests
🔍
# Removal No Company Name Contact Person Location Machine No Request Date Removal Date Reason Status Actions

🛒 New Walk-in Sale

# Item Qty Unit Price Total
VAT
Subtotal Rs. 0.00
Grand Total Rs. 0.00

🧰 New Technical Invoice

# Item Qty Unit Price Total
Labor Charge
VAT
Subtotal Rs. 0.00
Grand Total Rs. 0.00

🧾 New Proforma Invoice

# Item Qty Unit Price Disc % Total
Extra Discount (Rs.)
VAT %
Subtotal Rs. 0.00
VAT (18%) Rs. 0.00
Grand Total Rs. 0.00
🧾 PROFORMA INVOICE PREVIEW
🏷️ Items & Price List
🔍
👥 User Management
🔍
Username Full Name Module Access Password HOD Actions
👤 Customer Directory
🔍
# Cust No Name Entity Phone Email Delivery Address Type Source Inquiries Quotations Actions
📈 Reports & Export
Select a Report
✉️ Email Automation
⚙️ Notification Settings
🖥 Cron Job Setup (Hostinger)

Add this in hPanel → Advanced → Cron Jobs to send emails automatically every day at 8:00 AM:

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📬 Pending Notifications
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📋 Notification Log
#TypeRecordSent ToNotificationSent At
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📁 Tender Register
🔍
Ref Organisation Type Item Requirement Deadline Checklist Sent Date Method Status Value (LKR) Actions
📝 Activity Log
🔍
Date / Time User Module Action Record Field Change
📦 Backup & Restore
Automated Backups — Server (Database)
Loading backup status…
Recent Runs
When File Source Tables Rows Size Status
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Runs automatically every hour via a server cron job (independent of this browser). This reflects the real database — the snapshot below reflects only this browser's local storage.
Restore From Server Backup
⚠️
Restoring overwrites the live database. A safety backup of the current data is taken automatically right before any restore, so this can itself be undone if needed.
Data Cleanup — Title Case
Capitalizes the first letter of each word in free-text fields (Customer, Address, Product, Notes, etc.) system-wide — going forward automatically as staff type, and once now for everything already saved. Codes, IDs, emails, phone numbers, serial/model/invoice numbers are always left exactly as entered.
Current Data — Local Storage Snapshot
Restore from Backup File
⚠️
Restoring will overwrite your current data. All matching data stores will be replaced with the contents of the backup file. Download a current backup first if needed.
📂
Drop backup file here or click to browse
Accepts .json files exported from this tool
Quotation Types
🖨 Layout Editor
Purchase
Live Preview
35%
A4 Portrait · 2 copies · 0 sections
📄 Page Setup
🎨 Theme Color
📌 Validity & Notice
📦 Payment & Warranty
🔩 Accessories Document
🛡 AMC / Service Agreement
🏢 Company Info
🎨 Accent Colour
✍ Signatures
📊 Table Headers
📞 Contact Details
🏦 Bank Accounts
🔵 PTL — Pure Tech Lanka
Bank 1
Bank 2
🟢 PTL Foods
🔧 Installation Sheet
🤝 Customer Feedback Questions
🗑️ Removal Request
👁 Visible Sections
↕ Section Spacing (px)
✍ Signature Fields
📄 Copy Labels
⚙ Extras
🤝 Customer Acknowledgement
📝 Footer on Every Page