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Live data from your Supabase project · refreshes automatically
My role
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Total team active
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Quick links
- Approvals — items routed to your role
- Audit Log — every system action
- Team Status — verify all execs active
⭐ Action Center — …
Everything that needs your attention right now — assigned tasks, approvals, follow-ups.
My open tasks
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Overdue
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Due today
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Approvals waiting
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My tasks
| Priority | Title | About | Due | Status | |
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Approvals waiting on me
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My follow-ups
Items in your role-specific queues.
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Task Manager
Assign work to staff with due date, priority, and link to specific records.
| Status | Priority | Title | Assignee | Office | Due | About | |
|---|---|---|---|---|---|---|---|
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Sales Pipeline
All offers grouped by lifecycle stage. Click a column to filter.
Recent offers across all stages
| Wk | Stage | Origin | Product | USD/Kg | Value (USD) | Created |
|---|---|---|---|---|---|---|
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Sales Forecast
Per-client and per-product forecast based on agent submissions. Aggregated from sales_forecast table.
Forecast / month (mid)
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Active clients
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SKU lines
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Forecast month
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Top clients by volume
| Client | Channel | Lines | Vol low | Vol high |
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Top products forecasted
| Product | Clients | Vol low | Vol high |
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All forecast lines
| Month | Client | Product | Origin | Channel | Volume (kg/mo) |
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Purchase Orders
Formal commitments to suppliers — issued after CEO approves a supplier quotation. Each PO becomes the binding contract.
Total POs
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Issued / Open
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Open value (USD)
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Fulfilled this month
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| PO # | Product / Brand | Ordered kg | Received / Pending | Supplier | Origin | Expected | Total USD | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
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Sales Invoices
Invoices issued to customers. Issued after a Sales Order is delivered. Tracks payments and overdue status.
Total invoices
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Outstanding (PHP)
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Overdue (PHP)
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Paid this month
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| Invoice # | Customer | Date | Due | Lines | Total (incl VAT) | Outstanding | Status | |
|---|---|---|---|---|---|---|---|---|
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Accounts Receivable Aging
Outstanding customer balances grouped by overdue bucket. Click a row to see the underlying invoices.
Total outstanding
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Current (not yet due)
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31–90 days overdue
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90+ days overdue
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By customer
| Customer | Channel | Current | 1–30 d | 31–60 d | 61–90 d | 90+ d | Total outstanding |
|---|---|---|---|---|---|---|---|
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Goods Receipts (GRN)
When a container arrives, log a GRN. This automatically updates inventory available_kg.
| GRN # | PO | Supplier | Received | Warehouse | Lines | Total kg | Status |
|---|---|---|---|---|---|---|---|
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Supplier Invoices
Bills received from suppliers. Real Accounts Payable. Auto-status updates as payments are recorded.
Total invoices
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Outstanding (USD eq.)
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Overdue
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Paid this month
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| Internal Ref | Supplier Inv # | Supplier | Date | Due | Total | Outstanding | Status |
|---|---|---|---|---|---|---|---|
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Supplier Payments
Outgoing money to suppliers. Records payment and decreases the corresponding bank account balance.
| Payment Ref | Supplier | Date | Amount | Currency | PHP equiv | Method | Bank |
|---|---|---|---|---|---|---|---|
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Customer Payments
Incoming money from customers. Records payment and applies it to the linked invoice + bank account.
| Payment Ref | Customer | Date | Amount PHP | Method | Bank | Linked Invoice |
|---|---|---|---|---|---|---|
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Accounts Payable Aging
Outstanding supplier balances grouped by overdue bucket. Mirror of AR aging, but for what we owe.
Total outstanding
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Current (not yet due)
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31–90 days overdue
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90+ days overdue
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By supplier
| Supplier | Currency | Current | 1–30 d | 31–60 d | 61–90 d | 90+ d | Total outstanding |
|---|---|---|---|---|---|---|---|
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Inventory
Items available to sell, sourced from approved supplier quotations. Used by Quotations and Sales Orders.
Total items
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In stock
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Incoming
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⚠ Needs clearance
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Net available (kg)
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Total value (PHP)
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Cost displayed as landed PHP/kg (purchase + facilitation). Click Record clearance after BOC release to capture taxes/duties/trucking/brokerage.
| Status | Product | Origin / Brand | Available kg | Net | Landed cost | Clearance | Arrival | |
|---|---|---|---|---|---|---|---|---|
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🏢 Warehouse Directory
All warehouses we use — owned, leased, 3rd-party PCS, bonded, quarantine. Click any row for details.
Active warehouses
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Total capacity
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Total stock on hand
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Total inventory value
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| Code | Name | Type | Ownership | Capacity (kg) | Stock (kg) | Utilization | Value PHP | Status |
|---|---|---|---|---|---|---|---|---|
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📦 Stock by Warehouse
Matrix view: every product × every warehouse with quantity, WAC, and value. Click a product to see its lots.
| Product | Brand | Warehouse | Lots | On hand (kg) | Reserved | Available | WAC ₱/kg | Earliest expiry | Value PHP | Action |
|---|---|---|---|---|---|---|---|---|---|---|
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⏰ Lot Aging / Expiry Alerts
Lots nearing or past expiry — sorted by urgency. Move close-to-expiry stock first or write off if past date.
🚨 Expired
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Critical ≤ 7 days
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Warn ≤ 30 days
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Watch ≤ 90 days
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Total value at risk
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| Urgency | Days | Lot # | Product | Brand | Warehouse | Qty (kg) | Value PHP | Expiry | Actions |
|---|---|---|---|---|---|---|---|---|---|
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↔️ Inter-Warehouse Transfers
Move inventory between warehouses. Dispatch from source, receive at destination with variance tracking.
| Transfer # | From | To | Date | Expected | Status | Dispatched kg | Received kg | Variance | Actions |
|---|---|---|---|---|---|---|---|---|---|
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📝 Stock Adjustments
Write-offs (damaged/expired), count corrections, and other manual quantity changes. Requires reason. CFO/CEO approves.
| Movement # | Date | Type | Lot | Warehouse | Qty Change | Value PHP | Reason | Recorded by |
|---|---|---|---|---|---|---|---|---|
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📊 Cycle Counts / Physical Inventory
Physical inventory sessions per warehouse. Variance auto-creates stock adjustment.
| Count # | Warehouse | Date | Status | Lots counted | Total variance kg | Variance value PHP | Closed by | Actions |
|---|---|---|---|---|---|---|---|---|
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🔔 Reorder Points & Low Stock Alerts
Set minimum stock per product per warehouse. Get alerts when stock falls below threshold.
⚠ Items currently below minimum
| Alert | Product | Warehouse | Min stock | Current | Shortfall | Reorder qty | Lead time |
|---|---|---|---|---|---|---|---|
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All reorder points configured
| Product | Warehouse | Min (kg) | Reorder qty | Lead time | Status | Actions |
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🔍 Lot Traceability — FDA Recall Lookup
Search by supplier's batch number, WG lot #, product, or date. See every movement of a lot — from supplier through warehouses to customers. Generate FDA-format recall reports.
🔎 Search
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📋 Matching lots
Click a row to expand and see all movements (receipts, transfers, sales, adjustments).
| WG Lot # | Supplier batch # | Product | Brand | Received | Expiry | Qty received | Qty on hand | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Use the search filters above, then results appear here. Tip: leave blank to see all lots. | |||||||||
Quotations
Price proposals to customers. Each line is pulled from inventory.
| Quotation # | Customer | Date | Valid until | Lines | Total PHP | Status | Prepared by | Actions |
|---|---|---|---|---|---|---|---|---|
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Sales Orders
Confirmed customer orders. Reduces inventory when fulfilled.
| SO # | Customer | Order date | Delivery | Lines | Total PHP | Status | From quotation |
|---|---|---|---|---|---|---|---|
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Customer Directory
Master list of buyers WG Food sells to — full registration, tax, contacts, branches, credit. Click any row for full detail.
| Name | Type | BIR TIN | Terms | Credit limit | Standing | Status |
|---|---|---|---|---|---|---|
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Product Master
Canonical SKU list. Every offer, PO, quotation, and inventory line should pick from here. Drives compliance flags and benchmarks.
| Code | Track | Agency | Category | Sub-cat | Product | Brand | Origin | Storage | Status |
|---|---|---|---|---|---|---|---|---|---|
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⚖ Demand & Supply Analysis
Where customer demand this month exceeds available inventory + incoming POs. Drives sourcing urgency.
Products tracked
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SHORT
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AT RISK
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OK / SURPLUS
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Coverage = (available + incoming) ÷ this-month forecast.
| Status | Product | Demand (kg) | Available | Incoming PO | Pending offers | Coverage | Gap (kg) | Customers |
|---|---|---|---|---|---|---|---|---|
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📈 Customer Scorecard
Lifetime revenue, payment behaviour, recency. Identifies who to invest in and who's drifting.
Customers tracked
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Active
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At risk / At limit
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Total lifetime PHP
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| Status | Customer | Type | Period revenue | Lifetime PHP | Invoices (period / lifetime) | Last order | Days ago | Outstanding AR | Credit util |
|---|---|---|---|---|---|---|---|---|---|
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📈 Supplier Scorecard
Lifetime spend, on-time delivery, claim rate, lead time. Drives renegotiation and consolidation decisions.
Suppliers tracked
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Preferred
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Underperforming / At risk
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Total lifetime USD
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| Status | Supplier | Country | Period spend | Lifetime USD | POs (period / lifetime) | On-time % | Lead time | Last PO | Open commit |
|---|---|---|---|---|---|---|---|---|---|
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📅 License & Permit Renewals
Every regulator certificate across suppliers, customers, and CPR applications, sorted by expiry date.
Already expired
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Next 30 days
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Next 60 days
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Next 90 days
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| Urgency | Days | Expiry | Source | Type | Agency | Cert no. | Context |
|---|---|---|---|---|---|---|---|
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📊 Monthly P&L Summary
Rolling 12 months. Revenue (incl. VAT), revenue ex-VAT, COGS allocated from inventory landed cost, gross profit and margin %, plus collections and supplier payouts.
YTD revenue
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YTD gross profit
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YTD margin %
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Last full month rev.
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Monthly breakdown (most recent first)
COGS is allocated from inventory_item landed cost (purchase × FX + facilitation per kg). For a sold-out lot the COGS is exact; for partially-sold lots it's pro-rata.
| Month | Revenue (incl VAT) | Revenue ex-VAT | COGS | Gross profit | Margin % | Invoices | Customers | New customers | Avg invoice | Collections | Supplier payouts |
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📦 Container-level P&L
Each inventory lot's full economics: landed cost (purchase × FX + facilitation) vs sold-out revenue. Profit per container, profit per kg, margin %.
Containers tracked
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Sold out
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Selling now
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Avg margin %
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| Status | Product | Origin / Brand | Received kg | Sold kg | Landed PHP/kg | Revenue | COGS | Gross profit | Margin % | Last sold |
|---|---|---|---|---|---|---|---|---|---|---|
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🚢 Voyage P&L — per GRN / Container
Every container delivery (GRN) tracked end-to-end: landed cost in vs revenue out. Identifies which suppliers, products, and voyages make money.
Voyages tracked
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Profitable
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Losing money
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Avg margin %
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Unsold capital
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| Status | GRN # | Received | Supplier | PO # | WH | Lots | Recv kg | Sold kg | % Sold | Landed PHP/kg | Sold PHP/kg | Revenue | COGS | Gross profit | Margin % | Unsold @ cost |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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🛎 Replenishment Planning
Daily run-rate × supplier lead time = when you must reorder. Catches stockouts before they happen. Driven by last 90 days of actual sales.
Products tracked
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🚨 Out of stock
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🔴 Order now (late)
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🟠 Order this week
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🟡 Order this month
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| Urgency | Product | Brand | Supplier | Current stock kg | Run-rate kg/day | Days of cover | Lead time days | Action days | Reorder by | Suggested order kg | Stock value |
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⏰ Inventory Aging
Every lot bucketed by days-to-expiry. The system tells you what to push, discount, or write off. Critical for food safety + margin protection.
🟢 Fresh (90d+)
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🟡 Aging (60–90d)
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🟠 Critical (30–60d)
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🔴 Imminent (0–30d)
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⚫ Expired
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💰 Value at risk
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| Bucket | WG Lot # | Supplier batch | Product | Brand | Warehouse | Qty on hand | Expiry | Days to expiry | Value at risk | Action |
|---|---|---|---|---|---|---|---|---|---|---|
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💸 Approve to Pay (ATP) — 3-Way Match
Auto-checks every supplier invoice: qty vs PO, qty vs GRN, price vs PO, supplier compliance. Blocks payment to non-compliant suppliers or on suspicious variances.
Invoices
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✅ Auto-approve
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⚠️ Needs review
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🚫 Blocked
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Total at risk
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| Recommendation | Invoice # | Supplier | PO # | Invoice date | Due | Total | Qty vs PO | Qty vs GRN | Price vs PO | Compliance | Flags | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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📈 Income Statement
Statement of Comprehensive Income. Revenue, Cost of Sales, Gross Profit, Operating Expenses, Net Income.
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⚖️ Balance Sheet
Statement of Financial Position. Assets, Liabilities, Equity at a point in time.
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💵 Cash Flow Statement
Operating, Investing, Financing activities. Net change in cash for the period.
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🗓️ BIR Compliance Calendar
All Philippine BIR filing deadlines. Mark filings as complete with reference numbers. Auto-flagged urgency for upcoming and overdue items.
Overdue
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Due this week
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Due this month
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Filed (last 12 mo)
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| Urgency | Days | Due | Form | Period | Category | Required docs | Status | |
|---|---|---|---|---|---|---|---|---|
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📚 Chart of Accounts
PFRS-aligned standard COA. Foundation for the General Ledger and BIR-compliant books.
Total accounts
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Asset / Liability / Equity
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Income / Expense
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Active
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| Code | Account | Type | Sub-type | Normal balance | Postable | Active |
|---|---|---|---|---|---|---|
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🧾 WT 2307 Register
Form 2307 certificates received from customers (creditable withholding tax) and issued to suppliers (when we withhold).
Certificates
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Period EWT received
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Period EWT issued
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Pending filing
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| Direction | Cert no | Counterparty | TIN | Period | ATC | Rate | Income payment | EWT amount | Status |
|---|---|---|---|---|---|---|---|---|---|
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📒 VAT Sales Book
BIR-required subsidiary book. Every issued sales invoice with VAT classification (VATable / Zero-rated / Exempt).
Vatable sales
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Zero-rated
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Exempt
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Output VAT
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| Date | Invoice | Customer | TIN | Class | Vatable | Zero-rated | Exempt | Output VAT | Total | EWT |
|---|---|---|---|---|---|---|---|---|---|---|
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📕 VAT Purchase Book
BIR-required subsidiary book. Every supplier invoice with input VAT (domestic) or import classification.
Domestic purchases
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Import purchases
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Input VAT
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Total invoices
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| Date | Invoice | Supplier | TIN | Type | Gross | Input VAT | Total | EWT withheld |
|---|---|---|---|---|---|---|---|---|
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🇵🇭 BIR Form 2550 Summary
Top-line numbers per month for filling BIR Form 2550M (monthly) and 2550Q (quarterly) VAT returns.
Use this view to fill BIR's e-filing form. VAT Payable = Output VAT − Input VAT.
| Period | Vatable sales | Zero-rated | Exempt | Output VAT | Domestic purchases | Import purchases | Input VAT | VAT Payable | EWT received (creditable) |
|---|---|---|---|---|---|---|---|---|---|
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Supplier Directory
Master list of foreign exporters, traders and brokers — registration, banking, compliance, contacts. Click any row for full detail.
| Legal name | Country | Type | Currency | Terms | Threshold | Status |
|---|---|---|---|---|---|---|
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📊 Customer Statement of Account
Full transaction history with running balance · printable + exportable
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Statement of Account
| Date | Type | Doc # | Description | Debit (Invoiced) | Credit (Paid) | Running balance | Status |
|---|---|---|---|---|---|---|---|
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📋 Pending items (not yet invoiced)
Open quotations and sales orders awaiting fulfillment. These do NOT affect the balance above.
| Type | Doc # | Date | Amount PHP | Status |
|---|---|---|---|---|
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📑 Statement of Account (AR) — All Customers
Outstanding receivables per customer. Click any row to drill into the full statement of account with running balance, aging, and printable PDF.
Customers
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Total outstanding
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Overdue
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Above credit limit
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| Customer | BIR TIN | Payment terms | YTD invoiced | Total paid | Outstanding | Overdue | Credit limit | Last invoice | Actions |
|---|---|---|---|---|---|---|---|---|---|
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📑 Statement of Account (AP) — All Suppliers
Outstanding payables per supplier. Click any row to drill into the full statement of account with running balance and aging.
Suppliers
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Total outstanding
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Overdue
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Active suppliers
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| Supplier | Country | Payment terms | YTD billed | Total paid | Outstanding | Overdue | Last invoice | Actions |
|---|---|---|---|---|---|---|---|---|
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📊 Supplier Statement of Account
PO, invoice, payment timeline with running balance · printable + exportable
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Statement of Account
| Date | Type | Doc # | Description | Debit (Paid) | Credit (Billed) | Running balance | Status |
|---|---|---|---|---|---|---|---|
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📋 Pending items (POs not yet billed)
Active Purchase Orders we've issued to this supplier that haven't been invoiced. These do NOT affect the balance above.
| PO # | Date | Expected delivery | Value USD | Value PHP | Status |
|---|---|---|---|---|---|
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Approvals routed to CEO
Live from Supabase. Approving auto-locks the underlying record.
| Ref | Type | Title | Amount | Submitted | Required roles | |
|---|---|---|---|---|---|---|
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New Supplier Quotation
Save Draft to keep editing · Submit for approval routes to CEO (and CFO if value ≥ USD 100k)
Supplier Quotations
Every supplier quotation you've logged. 🔒 = locked by executive approval, ⏳ = pending, ✏ = draft.
Upload many offers at once from an Excel template.
| Wk | Origin | Product | USD/Kg | Net kg | Status | Created | Action | |
|---|---|---|---|---|---|---|---|---|
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📊 Logistics Dashboard
Single-pane overview of all transportation activity — trucks deployed today, deliveries in transit, fuel spend, maintenance due, third-party trucker performance. The Logistics function's home page.
🚧
Coming Soon — Logistics module under design
The Logistics section will eventually contain all transportation, trucking, dispatch, and fleet-management workflows for WG Food. This Dashboard will surface the daily operational picture (trucks rolling, deliveries pending, KPIs).
Status: placeholder visible to plan permissions and team rollout. Implementation will be scoped when the trucking workflow is decided.
Status: placeholder visible to plan permissions and team rollout. Implementation will be scoped when the trucking workflow is decided.
Planned KPIs and panels
- Active trucks today (own + 3rd party) with status
- In-transit deliveries with ETA + customer
- Open dispatch queue (orders waiting truck assignment)
- Logistics cost month-to-date (3rd party fees + own truck running cost)
- Vehicles due for maintenance within 30 days
- Top 3rd party truckers by on-time delivery %
🚛 3rd Party Trucking
Manage external trucking providers WG Food engages on a per-shipment basis — vendor directory, rate cards, booking history, performance scorecard, settlement.
🚧
Coming Soon — 3rd Party Trucker management
For when WG Food engages external trucking companies (most common pattern for SME food importers). Tracks who hauled what, when, for how much, and how well.
Planned features: trucker vendor directory with NDA/insurance docs, standard rate cards by route, booking workflow tied to a delivery, on-time/damage tracking, monthly settlement export to AP.
Planned features: trucker vendor directory with NDA/insurance docs, standard rate cards by route, booking workflow tied to a delivery, on-time/damage tracking, monthly settlement export to AP.
🚐 Own Trucks / Fleet
Inventory of WG Food's owned vehicles — registration, OR/CR, insurance, LTO renewals, scheduled and unscheduled maintenance, current driver assignment, today's location.
🚧
Coming Soon — Fleet asset registry
For when WG Food acquires its own fleet (refrigerated trucks for the frozen-meat distribution chain). Functions as the asset register for transport vehicles.
Planned features: per-vehicle profile (plate, capacity, cooling spec, OR/CR expiry), assigned driver, current location, maintenance log, depreciation schedule, integration with Accounting fixed assets.
Planned features: per-vehicle profile (plate, capacity, cooling spec, OR/CR expiry), assigned driver, current location, maintenance log, depreciation schedule, integration with Accounting fixed assets.
🛣 Dispatch & Routes
Daily dispatch planning board — pull pending sales orders, assign trucks (own or 3rd party), set delivery sequence and route, generate dispatch slips, hand off to drivers.
🚧
Coming Soon — Daily Dispatch Board
The operational center of Logistics. Connects Sales Orders to physical delivery — which truck, which driver, which sequence of stops.
Planned features: Kanban-style board (To Dispatch → On the Road → Delivered), drag-and-drop assignment, route optimizer suggestion, printable dispatch slip with stop sequence and COD totals, mobile-friendly driver view.
Planned features: Kanban-style board (To Dispatch → On the Road → Delivered), drag-and-drop assignment, route optimizer suggestion, printable dispatch slip with stop sequence and COD totals, mobile-friendly driver view.
📍 Delivery Tracking
Real-time view of in-flight deliveries with status, POD (proof of delivery) capture, exception handling (rejected, partial, damaged), customer notification.
🚧
Coming Soon — Delivery status tracking
Real-time visibility into deliveries currently with drivers. Required for any meaningful customer-service SLA.
Planned features: status transitions (Loading → In Transit → Arrived → POD Captured → Closed), photo POD upload, signature capture, reason codes for partial/rejected delivery, automatic customer email/SMS on delivered.
Planned features: status transitions (Loading → In Transit → Arrived → POD Captured → Closed), photo POD upload, signature capture, reason codes for partial/rejected delivery, automatic customer email/SMS on delivered.
⛽ Fuel & Maintenance
Operating-cost log for the owned fleet — fuel transactions per vehicle (LPG/diesel/gas), preventive and corrective maintenance records, supplier history, cost-per-km analysis.
🚧
Coming Soon — Vehicle operating cost log
Tracks the running cost of WG Food's own vehicles so you can compare actual cost-per-km vs the rate you'd pay a 3rd party trucker. Important for the buy-vs-rent decision on fleet expansion.
Planned features: fuel transaction log per truck (date, liters, ₱/L, odometer, station), maintenance log (PM/CM, supplier, parts, labor), cost per km dashboard, exception alerts on outlier consumption, integration with Accounting OpEx vouchers.
Planned features: fuel transaction log per truck (date, liters, ₱/L, odometer, station), maintenance log (PM/CM, supplier, parts, labor), cost per km dashboard, exception alerts on outlier consumption, integration with Accounting OpEx vouchers.
Operations Pre-screening Queue
Items needing your review BEFORE they go to the CEO. Includes CPR/FDA/BPI applications, BOC facilitation requests, and containers held at port.
CPR / FDA / BPI in stage
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BOC facilitation requests
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Containers at port
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Days oldest item waiting
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Live queue
| Source | Ref | Type | Subject | Stage | Days waiting | Action |
|---|---|---|---|---|---|---|
| Loading… | ||||||
CPR / FDA / BPI Pipeline
All Certificate of Product Registration applications across stages. Add new applications by clicking the button.
Loaded {0} active
| Lodged | Agency | Ref | Stage | Days in stage | Expected issue | Expiry |
|---|---|---|---|---|---|---|
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Containers & BOC Manila
Live container status from pre-arrival to released. Held containers shown in red — flag for CEO when facilitation is needed.
0 active containers
| Container # | BL # | Vessel | Origin | ETA | Stage | Days at port |
|---|---|---|---|---|---|---|
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Cash Flow & Payables
Live payables aging from active offers. Computes due dates from arrival + supplier payment terms.
Total payables (USD eq.)
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Overdue
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Due ≤ 7 days
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Due 8–30 days
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Aging detail
| Origin | Supplier | Product | Amount (USD) | Terms | Due date | Bucket | Status |
|---|---|---|---|---|---|---|---|
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Bank Balances & Cash Position
Update each balance manually for now (or hook a bank API later). Snapshot kept with as-of date.
| Bank | Account | Type | Currency | Balance | As of | Action |
|---|---|---|---|---|---|---|
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FX & Hedging Board
Live USD/PHP, EUR/PHP, DKK/USD rates and your open hedging contracts.
USD/PHP
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EUR/PHP
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DKK/USD
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Open hedges
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Open hedging contracts
| Bank | Type | Pair | Notional | Strike | Maturity | MTM (PHP) | Status |
|---|---|---|---|---|---|---|---|
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Active Negotiations
Offers in back-and-forth between staff and CEO. Click a row to see the full bid timeline.
| Ref | Product | Origin / Brand | Latest USD/Kg | CEO target | Round | Status | Last activity |
|---|---|---|---|---|---|---|---|
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Audit Log
Every action across the system. Immutable, server-stamped.
| Time (UTC) | Actor | Action | Entity | Field | Before | After |
|---|---|---|---|---|---|---|
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Team Status
All four executives must be Active. Run the link-UPDATE SQL again from Supabase if anyone shows pending.
| Role | Name | Department | Status | |
|---|---|---|---|---|
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👥 User Management
Approve new accounts before they get access. Set role, department-head status, and per-user module/warehouse restrictions. Audit trail captures every change.
| Status | Name | Role | Head? | 🏛 Board? | Title | Module access | Approval limit ₱ | Reports to | Last login | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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💡 How approvals work
Department head (is_department_head = TRUE): can approve offers, POs, invoices for their department. Unlimited or high approval limit.
Staff (is_department_head = FALSE): can DRAFT items only. "Approve" / "Issue" buttons are hidden — submissions go to their department head.
Module permissions: empty = full role default. Populated = explicit allowlist (overrides role).
Approval limit ₱: NULL = unlimited (heads only). 0 = cannot approve anything (staff). Number = soft limit (auto-escalates above this).
Staff (is_department_head = FALSE): can DRAFT items only. "Approve" / "Issue" buttons are hidden — submissions go to their department head.
Module permissions: empty = full role default. Populated = explicit allowlist (overrides role).
Approval limit ₱: NULL = unlimited (heads only). 0 = cannot approve anything (staff). Number = soft limit (auto-escalates above this).
🏛 Board Approval Queue
Large-value transactions requiring Board of Directors review. POs, sales contracts, CAPEX, and new customer credit lines above the configured thresholds appear here after CEO approval.
Pending items
0
Total value at risk
—
Oldest pending
—
Decided this month
—
| Type | Ref # | Counterparty | Amount | Date | Requested by | CEO approved | Hours pending | Actions |
|---|---|---|---|---|---|---|---|---|
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🏛 How Board Approval works
Trigger: when a PO/SO/voucher/customer credit-limit exceeds the configured threshold (see Company Settings), it's auto-routed here after CEO approval.
Who can approve: any user marked as Board Member in User Management.
Decision options: Approve (item proceeds), Reject (sent back to CEO with notes), Request Changes (item returned for revision).
Audit: every decision is logged with timestamp, decider, and rationale.
Who can approve: any user marked as Board Member in User Management.
Decision options: Approve (item proceeds), Reject (sent back to CEO with notes), Request Changes (item returned for revision).
Audit: every decision is logged with timestamp, decider, and rationale.
📋 Board Papers — Manual Matters
For matters that don't have automatic financial triggers — strategic decisions, M&A, senior hires, donations, product recalls. Submit here → routed to the Board Approval Queue.
Pending
0
Approved this month
0
Rejected this month
0
Total this year
0
| Status | Sub # | Category | Title | Amount | Submitted | By | Decision | Actions |
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💡 What goes here?
STRATEGIC: Annual budget, new market entry, M&A, strategic plan, brand strategy.
FINANCIAL: Annual financial statements, dividend declaration, borrowing/loan facility, investment of corporate funds.
GOVERNANCE: CEO appointment/compensation, senior officer hire, external auditor selection, by-law amendments.
COMPLIANCE_LEGAL: Material litigation, regulatory enforcement action, compliance breach disclosure.
FOOD_SAFETY: Product recall, supplier qualification/disqualification, license loss, food safety incident.
PEOPLE: Senior hire/termination, equity grants, major HR policy change.
EXTERNAL_REPUTATIONAL: Major press release, crisis communication, donations > ₱500k, political activity, sponsorships.
FINANCIAL: Annual financial statements, dividend declaration, borrowing/loan facility, investment of corporate funds.
GOVERNANCE: CEO appointment/compensation, senior officer hire, external auditor selection, by-law amendments.
COMPLIANCE_LEGAL: Material litigation, regulatory enforcement action, compliance breach disclosure.
FOOD_SAFETY: Product recall, supplier qualification/disqualification, license loss, food safety incident.
PEOPLE: Senior hire/termination, equity grants, major HR policy change.
EXTERNAL_REPUTATIONAL: Major press release, crisis communication, donations > ₱500k, political activity, sponsorships.
🏛️ Board Governance
Configure the Board of Directors composition, vote weights, and the quorum / majority rules each matter category must satisfy before a submission can advance.
Active directors
—
Total vote weight
—
Chair
—
Governance rules
—
👥 Directors & Vote Weights
| Name | Position | Chair? | Vote weight % | Effective from | Notes | Actions | |
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📜 Quorum & Majority Rules
A submission advances to APPROVED when its YES weight reaches the threshold AND the quorum has voted. It's auto-REJECTED when NO weight is too large for YES to recover. Non-voters do not block — they are treated as abstaining.
| Category | Amount rule | Quorum % | YES threshold % | Chair YES required? | Description | Actions |
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🏛️ How weighted voting works
1. Each director has a vote weight — typically tied to share %, but you can also use one-vote-per-director (equal weights).
2. When a board item appears, every director can vote YES, NO, or ABSTAIN with a comment for the minutes.
3. Quorum is checked first: at least the rule's quorum % of total active vote weight must have voted (YES + NO + ABSTAIN).
4. If quorum is met and YES weight ≥ threshold of total active weight → item APPROVED.
5. If NO weight is so high that YES can no longer reach threshold → item auto-REJECTED.
6. Directors who never vote do not block; they are treated as abstaining for quorum purposes.
7. Per Philippine Corporation Code, extraordinary matters (M&A, asset sale, borrowing > ₱5M) default to 2/3 supermajority; routine matters use simple majority.
2. When a board item appears, every director can vote YES, NO, or ABSTAIN with a comment for the minutes.
3. Quorum is checked first: at least the rule's quorum % of total active vote weight must have voted (YES + NO + ABSTAIN).
4. If quorum is met and YES weight ≥ threshold of total active weight → item APPROVED.
5. If NO weight is so high that YES can no longer reach threshold → item auto-REJECTED.
6. Directors who never vote do not block; they are treated as abstaining for quorum purposes.
7. Per Philippine Corporation Code, extraordinary matters (M&A, asset sale, borrowing > ₱5M) default to 2/3 supermajority; routine matters use simple majority.
📝 Operating Expenses
Rent, utilities, payroll, professional fees — everything that flows into Operating Expenses on the Income Statement. EWT-aware: enter ATC code and we deduct withholding from the cash you pay the vendor.
Open vouchers
—
Total outstanding (PHP)
—
⏰ Due ≤ 7 days
—
❗ Overdue
—
| Voucher # | Vendor | Category | Bill date | Due | Net payable | Paid | Outstanding | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
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💳 Expense Payments
Disbursements against Operating Expense vouchers (rent, utilities, professional fees, salaries, customs broker). Parallel to Supplier Payments — but for Non-Trade payables only.
Outstanding OpEx (PHP)
—
Paid this month (PHP)
—
Posted payments
—
Voided
—
| Ref # | Date | Voucher | Payee | Amount (PHP) | Method | Bank | Status | Recorded by | Action |
|---|---|---|---|---|---|---|---|---|---|
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⏰ AP Aging — OpEx (Non-Trade)
Outstanding operating expense bills bucketed by days overdue. Companion to AP Aging — Trade (inventory supplier invoices). PFRS-compliant separation of Trade vs Non-Trade payables.
Total outstanding
—
Current
—
1-30 days
—
31-60 days
—
61-90 days
—
90+ days
—
| Voucher # | Payee | Category | Bill date | Due date | Total (PHP) | Paid (PHP) | Outstanding (PHP) | Days overdue | Bucket |
|---|---|---|---|---|---|---|---|---|---|
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📚 Trial Balance
Per-account debit/credit totals from the General Ledger. Total Debits must equal Total Credits — this is the proof your books are balanced. Required for BIR PTU.
| Code | Account | Type | Total Debit | Total Credit | Ending Balance |
|---|---|---|---|---|---|
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📖 General Ledger
Every journal entry line, by account. Click an account in Trial Balance to filter here, or use the search.
| Date | JE # | Account | Description | Debit | Credit | Source |
|---|---|---|---|---|---|---|
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📓 Journal Entries
All posted entries. Auto-posted by the system from invoices, vouchers and payments. Manual JE entry available for adjustments.
| JE # | Date | Description | Source | Dr Total | Cr Total | Status | Action |
|---|---|---|---|---|---|---|---|
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📂 Document Vault
Every BIR / FDA / bank / contract document attached to customers, suppliers, products, and WG Food itself. Files are stored privately in Supabase Storage; only signed-in team members with the right role can download.
Total documents
—
⏰ Expiring (≤30d)
—
❗ Expired
—
| Title | Kind | Doc # | Attached to | Issued | Expires | Status | Uploaded by | Action |
|---|---|---|---|---|---|---|---|---|
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🔍 BIR Compliance Audit
Every customer needs TIN + billing address; every supplier needs tax ID + country. Fix gaps before live BIR filing.
Customers complete
— / —
Customers partial
—
Customers missing
—
Suppliers complete
— / —
Suppliers missing
—
Customers
| Customer | TIN | Address | Status | Missing | Invoices | Action |
|---|---|---|---|---|---|---|
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Suppliers
| Supplier | Tax ID | Country | Est. # | Status | Missing | Invoices |
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🔔 Notification Preferences
Choose which events should land in your in-app inbox vs. email. Email is delivered every few minutes once the dispatcher is enabled.
Your email: …
| Event | In-app 🔔 | Email 📧 |
|---|---|---|
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🔀 Merge Duplicates
Admin tool to consolidate two duplicate product entries into one canonical record. All lots, stock movements, sales invoices, purchase orders, and quotation references are atomically moved. The source product is archived (status = MERGED) — never deleted, so audit history is preserved.
⚠ Suggested Duplicates
Pairs of products with similar names and the same brand. Review and merge any that are actually the same SKU. Click a pair below to pre-fill the form.
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Manual Merge
Pick which product is the canonical (target) and which is the duplicate (source). The duplicate's data will move into the target, and the duplicate will be archived.
➡
⚠ Merges cannot be undone via the UI. The source product is archived but its data is permanently moved. Always preview before executing.
📜 Merge History
| Date | Source (archived) | Target (kept) | Lots | Movements | SI / PO / SO / QUO | By | Notes |
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🏢 Company Settings
WG Food's own corporate identity — used as the header on every BIR Excel export, invoice/OR PDF, and Books of Accounts page. CEO and CFO can edit.
BIR Authority to Print (printed on every Sales Invoice / OR PDF)
📎 WG Food corporate documents
SEC registration, BIR 2303, Mayor's Permit, PTU for Books, etc. Used by auditors, banks, and BIR.
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