Data Management

All your operational data in one place — accessible online and offline.

Client Database

  • Comprehensive client records with contact information
  • Multi-location support with branch management
  • Custom fields to capture industry-specific data
  • 15 field types: text, numbers, dates, dropdowns, multi-select, currency, images, and more
  • Client-linked tasks, visits, and submissions

Client Database

Product Catalog

  • Full FMCG-ready product database
  • SKU, barcode, brand, category, and subcategory tracking
  • Flexible pricing with multiple price types (retail, wholesale, promotional, cost)
  • Price groups for location, retailer type, customer tier, or channel-based pricing
  • CSV import/export for bulk data management

Product Catalog

Serial Tracking

  • Track serialized assets with unique serial numbers and per-unit warranty management
  • Full lifecycle: pending, confirmed, processing, shipped, delivered, completed
  • SKU, barcode, brand, model, and category classification
  • Link to Product: auto-fill name, brand, category from catalog with read-only lock
  • CSV bulk import with automatic SKU matching
  • Client and representative linking with invoice and receipt tracking
  • Financial tracking: price, discount, tax, and total value
  • Buyer information with full address and warranty management
  • Payment method and reference tracking

Serial Tracking

Lot Tracking

  • Batch and consumable goods tracking with lot numbers and expiry dates
  • Quantity management with unit-of-measure support
  • Batch status: active, quarantined, expired, recalled
  • Link lots to products and clients for distribution tracking
  • CSV bulk import and barcode lookup in forms

Lot Tracking

Custom Databases

  • Create unlimited custom databases for specialized data
  • Define custom schemas with multiple column types including lookup columns (Products, Serials, Clients, other databases)
  • Unique column constraints enforced on create, edit, and CSV import
  • Search and filter records with full-text search
  • Field sync settings for offline mobile access
  • Barcode lookup integration in forms with additional column display for context

Custom Databases

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