Upload a CSV or Excel file with columns: Email, Password, Role, Branch Role must be: staff, accountant, or admin. Branch must match an existing branch name.
๐ Cake โ Reports
Recipe matrix and the Actual-vs-Expected (DRS & Zoho) usage report.
๐งฉ Zoho Integration
Map cake items to Zoho composite/component items (for Assemble in Zoho), and choose the vendor that cake purchase Bills are created against.
Billing contacts
๐ Verify Cake Stock on Zoho
Reads each mapped production cake's current stock-on-hand in the branch's Zoho warehouse โ confirm your opening position before a supply run. Read-only, no Zoho changes.
Accountant Pickings
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DRS-Zoho Variance Check
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Bundle vs Actual Yield
Compares total Actual Yield from SICS Cooks (all batches + shifts) against Zoho Quantity In for each recipe.
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โ๏ธ Picking Exclusions
Items in these lists are skipped from accountant picking variance calculations.
Use the Global list for items you never want counted (e.g. spoilage promos).
Use Per-Branch overrides to deviate from the global policy at a specific branch
(either add an extra exclusion or re-include something that's globally excluded).
๐ Global Exclusions
๐ฌ Per-Branch Overrides
๐ Cake Recipe Manager
Each cake's recipe = ingredient amount used to make one cake. This drives Expected Usage on the Cake forms:
Expected ingredient usage = ฮฃ (cakes produced ร this amount).
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๐งฎ Cake Usage โ Actual vs Expected (DRS & Zoho)
Per ingredient: Actual Usage (from the Cake forms) vs DRS Expected (recipe matrix) and Zoho Expected (Zoho composite recipe), both = cakes produced ร recipe. Recipe ฮ = DRS โ Zoho shows where the two recipes disagree (for reconciling Zoho); Var = Actual โ Zoho Expected.
Pick a branch + date.
Deleted Submissions
No deleted submissions.
All Submissions
๐ Archives โ on-demand lookup
Pull submissions for a specific branch, date range, and shift on demand โ without loading the whole history. Pick what you need and click Load. Loaded entries keep the full View / CSV / PDF / Push actions (and also appear in the Submissions tab).
Quick range:
Pick a branch + date range above and click Load.
Generate Reports
Report Preview
Select filters above to preview report data.
๐ฐ Bakery Sales Rates
Per-item rates for the bakery DRS Sales Analysis section. Defaults apply to every bakery branch unless overridden below.
EditingThese rates apply to every bakery branch.
Item
๐ถ Walk-in (โฆ)
๐ช Table Topper (โฆ)
๐ Distributor (โฆ)
๐ฆ B/D (โฆ)
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How rates work: When a bakery accountant opens the Sales Analysis section in a bakery DRS submission, the form looks up the rate for that branch + item + category. It checks branch overrides first, then falls back to the defaults you set here. Staff/accountants only enter the quantity sold โ the rate and amount are computed automatically. Only Admin/Audit roles can edit these rates.
Add / Remove Items in Forms
Branch Management
Branch Overview
๐ง Correction Requests
๐ Reassignment Requests
๐ง Submission Data Repair
Click "Scan for Issues" to check for corrupted submission data (e.g. double-stringified data from old reassignment bug).
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Total Transfers
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Tallied
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Mismatch
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Unrecorded
Bakery Transfer Reconciliation
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Date
Item
From Branch
To Branch
Out Qty
In Qty
Status
๐ก Connectivity Log
Tracks offline incidents and save failures per staff member. Admin events are not tracked.
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Total events
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Offline incidents
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Save timeouts
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Save failures
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Branches affected
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Longest offline
๐ง Cascade Audit
Finds shifts where an automatic cascade revision overwrote human-entered closing values. Scan range: last 30 days.
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Shifts scanned
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Affected shifts
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Items to restore
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Branches affected
How this works: For each shift in the last 30 days, checks if there's a HUMAN revision whose Closing Bulk / Closing WIP values got zeroed out by a later CASCADE revision. Flagged shifts can be reviewed and restored individually.
Click "Scan Last 30 Days" to begin.
๐ง RESTORE HUMAN-ENTERED VALUES
Choose restoration method:
Cancelling leaves this shift unchanged. You can always come back to it later.
๐ Activity Log
Every session, form open, field change, draft save, submit, and outcome. Retention: 90 days. Use the Forensic Lookup below to settle disputes.
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Events (loaded)
โ
Unique users
โ
Submit failures
โ
Sessions
๐ Forensic Lookup โ "Did this user actually do what they claim?"
Click "Refresh" to load the activity log.
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Total Discrepancies
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Flagged
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Reviewed
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Resolved
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Missing Components
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Warehouses Affected
BOM Discrepancy Monitor
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Assembly #
Item
Date
Warehouse
Expected
Missing
Status
ITEM
DATE
WAREHOUSE
COMPONENTS
MISSING COMPONENTS
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DRS Items
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Mapped
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Unmapped
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Zoho Items Known
DRS Item
Form Type
Zoho Inventory Item
Status
Map each Cake Production item to its Zoho composite item, and each recipe ingredient to its Zoho component item. The "Assemble in Zoho" push (Phase 2) uses these IDs to build the bundle. No Zoho changes happen here.
Paste rows for the current tab, one per line: NAME [tab/comma] ZOHO_ITEM_ID [tab/comma] ZOHO_NAME(optional). Names are matched leniently.
DRS Item
Zoho Item ID
Zoho Name
Import Preview
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DRS Branch
Type
Zoho Warehouse
Status
๐ค
Upload Zoho Purchase Data
Upload a Zoho "Purchases by Item" CSV export. The system will auto-match items by name and let you confirm or adjust each mapping.
Upload a CSV with your own confirmed mappings. Requires columns: DRS Item Name, Zoho Item Name, Zoho Item ID. Optional: Zoho Unit, Action (update/delete).
0 matched to DRS0 not found in DRS0 already mapped
DRS Item
Zoho Item
Status
Save?
Match Results
0 auto-matched0 new Zoho items
Zoho Item
DRS Match
Score
Action
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Total Mappings
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With POS Code
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Missing POS Code
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Distinct Zoho Items
๐ถ Walk-in Customer
One shared Books contact_id used as the customer on every invoice.
Find it in Books โ Contacts โ "Walk-in Customer" โ URL after contacts/.
๐ Test Books Connection
Verifies that Books OAuth credentials are configured correctly. Hits /organizations/{id}.
๐ข Branch โ Books Branch (Optional)
Note: Warehouse routing (which warehouse stock decrements from) is handled automatically โ we reuse the existing Zoho Mapping โ Branch โ Warehouse mappings, so make sure those are filled in there.
This section is only needed if your Books org has the separate Branches feature enabled (Settings โ Branches in Books) for revenue-segmentation reporting. Leave blank otherwise โ invoices are still tagged with branch via reference number.
DRS Branch
Books Branch ID
Save
Zoho Item
POS
POS Code
POS Description
Actions
๐ฑ
Bootstrap Mappings from CSV
Upload a Zoho Books "Sales by Item" CSV export. We'll create empty mapping rows
โ one per (Zoho item ร Uniwell) and one per (Zoho item ร ICG). Fill in POS codes in the Item Mapping tab.
Sales analysis, actual vs expected (distributor-rate), and waste loss โ per bakery or collective, for any period: this/last week (MonโSun), this/last month, or a custom date range.
Pick a bakery + period above.
๐ Nightly Inventory Adjustments
Adjusts Zoho stock to match DRS closing counts. Runs 10 PM next day (MonโFri). Weekends processed Monday night. AMโPM order with snapshots.
๐ข LIVE
โ๏ธ Adjustment Settings
10:00 PM daily (TueโFri + Mon for weekends)
How far back accountants can see the "Push to Zoho" button. Admin & audit always see it.
๐ Schedule: TueโFri 10PM adjusts previous day. Monday 10PM adjusts Fri+Sat+Sun. Sat/Sun no runs. Order: Snapshot โ AM โ Snapshot โ PM per date.
โ ๏ธ Dry-Run Mode: When active, the system logs what would be pushed to Zoho but does not create actual inventory adjustments. Use this to validate data before going live.
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Queued
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Pushed (Last 7d)
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Errors
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Holds
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Enabled Branches
Adjustment Queue
Push History
โฉ๏ธ Reverse & Readjust
Reset pushed items back to "queued" so the next nightly run re-processes them. Remember to also delete the Zoho adjustments manually.
๐ค Bulk Re-push Range
Re-pushes every shift for one branch across a date range, one at a time, regenerating each with the current Zoho mappings. Use after a mapping fix. ~30โ60s per shift โ keep this tab open.
๐ PM Zero-Lock Items
These CR inventory items automatically close at 0 on the PM shift โ exactly like menu items.
Their Closing Bulk / WIP / Total are locked to 0 and pushed to Zoho as 0 at end of day. Menu items are always zeroed and don't need to be listed here.
๐ Unmapped Items Report
Scanning...
๐งฉ Adjustment Integrity Check
Pick a branch and click Scan.
โธ๏ธ Not Ready Holds
Flag a branch-date as "not ready" to skip it in tonight's 10 PM run. It will be retried the next night. Remove the flag when the accountant finishes their work.
๐ธ Stock Snapshots โ Zoho readings before adjustments
Loading snapshots...
๐งช Dry-Run Preview โ What Would Be Pushed
Click "Run Preview" to scan today's queue and show what would be sent to Zoho.
๐ Push Activity Log
to
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๐ Stock Comparison Dashboard
DRS closing stock vs Zoho stock at time of adjustment push. Permanent audit trail โ every comparison is stored historically.
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Total Records
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Branches
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Exact Matches
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DRS > Zoho
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DRS < Zoho
to
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Branch Summary โ Aggregated Deltas by Branch & Date
Click Refresh to load summary data.
๐ฆ Stock Movement Dashboard
Upload multiple weeks of Zoho Stock Summary CSVs to track and compare stock movement over time.
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Total Records
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Branches
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Unique Items
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Total Qty In
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Total Qty Out
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Periods Stored
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0 records
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Branch Movement Summary โ Inflows vs Outflows by Branch
Click Refresh to load summary data.
Item Trend โ Stock Movement Over Multiple Periods
Select an item above to view its movement trend across periods.
๐ฆ Manage Items
Sync DRS items with Zoho. Filtered to STORE INVENTORY = YES.
Items sales export from ICG. SKU references (e.g. NGFG/010101001).
Drop XLSX or browse
๐ Preview
โ 0 Resolved Lines (will be invoiced)
โ ๏ธ 0 Skipped Lines (no mapping found)
โ ๏ธ CASCADE REVISION PREVIEW
Review downstream changes before applying
โ ๏ธ Important: "Apply" will save your revision AND auto-revise each downstream shift listed above. Closing Bulk / Closing WIP values that staff already entered are PRESERVED (only opening stock is recalculated, which changes closing stock math). "Cancel" will skip BOTH โ your revision will NOT be saved either. Review carefully.
โ ๏ธ Cancel discards your revision entirely โ your data stays in the form so you can edit and retry.
๐ก Push to Zoho
Branch
Date being pushed
Shift ยท Items
ยท
Creates the inventory adjustment in Zoho immediately โ undone only by a reverse in DRS/Zoho. Confirm the date above is correct.
Workingโฆ
Startingโฆ
Keep this tab open โ this can take a minute.
๐ Cake Stock on Zoho
๐ Supply Cakes โ Zoho Invoice
Price pre-fills from Zoho; edit to override. One invoice per store.
