Executive Financial Overview
Live valuation across all retail stock items and wholesale batches
Stock Value (At Retail)
$
Wholesale Cost: $
Projected Stock Profit
+$
Across active lines
Expected Cash in Till Today
$
Realized Profit: +$
Credit Book ("Kikiti") Owed
$
active customer debts
All 11 Verified Wholesale Batches (Oct 19 – Nov 8, 2026)
Includes @orders (02/11/2026) & @orders/8-11-2026 ($252.93 Nyimo Township Sanyati Bar alcohol & $59.00 personal items separated)
Margin Guard (Tight Margin Lines < 8%)
| Item | Unit Cost | Retail | Profit/Unit | Margin |
|---|---|---|---|---|
| $ | $ | +$ |
Worker Shift Blind Cash-Ups
Expected amount is hidden from workerNo shift cash-ups submitted today yet. Workers submit blind cash counts from the Android POS app at shift end.
| Date | Worker | Expected | Declared | Variance |
|---|---|---|---|---|
| $ | $ |
Upload Wholesale Invoice & Stock-In
Automatically converts cases/packs to retail units, handles VAT Inclusive vs Exclusive, and excludes personal items
Optional: upload a photo of the physical slip for your Purchases Book audit trail
| Item Description (Select or Type New) | Cases/Packs | Units / Case | Printed Price / Case ($) | Retail Price / Unit ($) | Personal Use? | Line Gross ($) | |
|---|---|---|---|---|---|---|---|
| $ |
Master Retail Selling Price List
Edit any retail selling price inline — automatically syncs to the Worker Android POS
| Category | Item Description | Pack Size | Case Cost (Incl. VAT) | Unit Cost | Retail Selling Price ($) | Profit / Unit | Profit / Case | Stock Units | Action |
|---|---|---|---|---|---|---|---|---|---|
| $ | $ | +$ | +$ |
Book 1 — Daily Sales Book
Total Revenue: $ | Total Profit: +$| Date & Time | Worker | Items Sold | Payment Method | Total Received ($) | Realized Profit ($) |
|---|---|---|---|---|---|
| $ | +$ |
Book 2 — Purchases & Expenses Book (All Wholesale Batches)
| Date | Supplier / Wholesaler | Invoice # | Source | Stock Cost (Incl. VAT) | Personal Excluded | Transport | Projected Revenue | Projected Net Profit | Notes |
|---|---|---|---|---|---|---|---|---|---|
| $ | $ | $ | $ | +$ |
Book 3 — Credit / Debtors Book ("Kikiti")
| Customer Name | Phone | Items Taken | Due Date | Balance Owed ($) | Actions |
|---|---|---|---|---|---|
| $ | WhatsApp Reminder |
Book 4 — Stock Control / Inventory Movement Ledger
| Timestamp | Item Description | Transaction Type | Qty Change | Stock Balance After | Reference | Recorded By |
|---|---|---|---|---|---|---|
AI Agent Stock & Invoice Ingestion Hub
New stock items and wholesale receipts (such as photos dropped into @orders) can be uploaded directly by AI Agents via the endpoints or CLI script below.
Test AI Agent Stock Upsert (`POST /api/v1/agent/upsert-stock`)
Workspace CLI Command for AI Agents
# 1. Upsert a single new stock item from an AI Agent:
python3 scripts/agent_ingest.py upsert-stock \
--name "Stella Tea (250g)" \
--category "Groceries" \
--units-per-case 10 \
--case-cost 12.00 \
--retail-price 1.50 \
--add-stock 10
# 2. Ingest a full wholesale invoice JSON file:
python3 scripts/agent_ingest.py ingest-invoice --file sample_invoice.json