Screens: list, create & edit

Dashboard

Sidebar: Workspace → Dashboard

KPI cards and charts; not a document list.

List (index)

/workspace/{your-company-slug}

Landing page after you open a workspace. Counts open orders and low-stock products.

Database tables (tenant DB)

Reads sales_orders, products, customers, sales_invoices, etc.

Code (routes & Livewire)

tenant.dashboard → Tenant\Dashboard

• Requires workspace.dashboard permission.

Team directory

Sidebar: Workspace → Team

Read-only list of members and roles.

List (index)

/workspace/{your-company-slug}/team

Table of members; no create/edit here — use Organization settings to invite.

Database tables (tenant DB)

Central users + organization membership (not tenant tables)

Code (routes & Livewire)

tenant.team.index → OrganizationTeamDirectory

My referral codes

Sidebar: Workspace → My referral codes

Personal referral codes when enabled.

List (index)

/workspace/{your-company-slug}/account/referrals

List only; creation may be admin-driven.

Database tables (tenant DB)

Central referral tables

Code (routes & Livewire)

tenant.account.referrals → ReferralCodeIndex

Plan & billing

Sidebar: Workspace → Plan & billing

Subscription dates, plan grid (Upgrade/Renew/Switch), Razorpay checkout, payment PDFs (owner).

List (index)

/workspace/{your-company-slug}/billing

Tabs: Subscription (active plan + renew selector), Plans/Change plan (pricing cards), History (transactions + invoice PDF).

Database tables (tenant DB)

Central subscriptions, packages, payments

Code (routes & Livewire)

tenant.billing → OrganizationBilling

• Requires workspace.billing.
• Only org owner can pay; members are view-only.
• See docs/PLATFORM_BILLING.md for webhooks and cron.

Organization & team settings

Sidebar: Workspace → Organization & team

Three tabs: Profile (legal, GST seller, logo, theme), Team (invite, pending, members), Roles & access (custom roles + permissions).

List (index)

/workspace/{your-company-slug}/settings/organization

Database tables (tenant DB)

Central organization + workspace role permissions

Code (routes & Livewire)

tenant.settings.organization → OrganizationSettings

• Requires workspace.organization.
• Team sidebar item is read-only directory — invites are here.
• See docs/PLATFORM_ORGANIZATIONS.md.

Activity log

Sidebar: Workspace → Activity log

Audit-style timeline of workspace actions.

List (index)

/workspace/{your-company-slug}/activity

Read-only paginated log; filter by user/action. No create or edit.

Database tables (tenant DB)

tenant_activity_logs

Code (routes & Livewire)

tenant.activity.index → ActivityLogIndex

Support tickets

Sidebar: Workspace → Support

Create tickets and track replies.

List (index)

/workspace/{your-company-slug}/support/tickets

Lists your tickets; New opens create form.

Create

/workspace/{your-company-slug}/support/tickets/create

Submit subject and body; attachments optional.

Edit

/workspace/{your-company-slug}/support/tickets/{id}

Ticket show page — add replies; not a classic edit form.

Database tables (tenant DB)

Central support tickets + replies

Code (routes & Livewire)

tenant.support.tickets.* → Support\TicketIndex, TicketCreate, TicketShow

Account profile

Sidebar: Footer avatar → Account profile

Your name, password, 2FA.

List (index)

/workspace/{your-company-slug}/account/profile

Edit

/workspace/{your-company-slug}/account/profile

Single profile form; save updates auth user.

Database tables (tenant DB)

Central user record

Code (routes & Livewire)

tenant.account.profile → WorkspaceAccountProfile

Inventory overview

Sidebar: Inventory → Overview

Dashboard and shortcuts.

List (index)

/workspace/{your-company-slug}/inventory

Dashboard only.

Database tables (tenant DB)

Aggregates stock_balances, products

Code (routes & Livewire)

tenant.inventory.index → InventoryDashboard

Stock availability

Sidebar: Inventory → Stock availability

On-hand and available qty by product/warehouse.

List (index)

/workspace/{your-company-slug}/inventory/availability

Read-only grid; no create. Use before confirming sales orders.

Database tables (tenant DB)

stock_balances, products, warehouses

Code (routes & Livewire)

tenant.inventory.availability.index → StockAvailabilityIndex

Categories

Sidebar: Inventory → Categories

Document screens for Categories.

List (index)

/workspace/{your-company-slug}/inventory/categories

List shows: Name, parent. New button → create.

Create

/workspace/{your-company-slug}/inventory/categories/create

New category.

Edit

/workspace/{your-company-slug}/inventory/categories/{id}/edit

Edit name/parent.

Database tables (tenant DB)

product_categories

Code (routes & Livewire)

tenant.inventory.categories.* → ProductCategoryIndex / ProductCategoryForm

Warehouses

Sidebar: Inventory → Warehouses

Document screens for Warehouses.

List (index)

/workspace/{your-company-slug}/inventory/warehouses

List shows: Code, name, address. New button → create.

Create

/workspace/{your-company-slug}/inventory/warehouses/create

New warehouse.

Edit

/workspace/{your-company-slug}/inventory/warehouses/{id}/edit

Update warehouse.

Database tables (tenant DB)

warehouses

Code (routes & Livewire)

tenant.inventory.warehouses.* → WarehouseIndex / WarehouseForm

Bins

Sidebar: Inventory → Bins

Document screens for Bins.

List (index)

/workspace/{your-company-slug}/inventory/bins

List shows: Bin code, warehouse. New button → create.

Create

/workspace/{your-company-slug}/inventory/bins/create

New bin.

Edit

/workspace/{your-company-slug}/inventory/bins/{id}/edit

Edit bin.

Database tables (tenant DB)

warehouse_bins

Code (routes & Livewire)

tenant.inventory.bins.* → WarehouseBinIndex / WarehouseBinForm

Products

Sidebar: Inventory → Products

Document screens for Products.

List (index)

/workspace/{your-company-slug}/inventory/products

List shows: SKU, name, category, reorder. New button → create.

Create

/workspace/{your-company-slug}/inventory/products/create

New product.

Edit

/workspace/{your-company-slug}/inventory/products/{id}/edit

Edit SKU, UoM, warehouse defaults.

Database tables (tenant DB)

products

Code (routes & Livewire)

tenant.inventory.products.* → ProductIndex / ProductForm

Stock movements

Sidebar: Inventory → Stock movements

Read-only ledger of all qty changes.

List (index)

/workspace/{your-company-slug}/inventory/movements

Historical list; manual create for adjustments-in-motion.

Create

/workspace/{your-company-slug}/inventory/movements/create

Manual movement posts in/out qty.

Edit

/workspace/{your-company-slug}/inventory/movements/{id}/edit

Edit draft movements if allowed.

Database tables (tenant DB)

stock_movements

Code (routes & Livewire)

tenant.inventory.movements.* → StockMovementIndex / StockMovementForm

Goods receipts (GRN)

Sidebar: Inventory → Goods Receipts

Document screens for Goods receipts (GRN).

List (index)

/workspace/{your-company-slug}/inventory/goods-receipts

List shows: GRN number, vendor, date, status. New button → create.

Create

/workspace/{your-company-slug}/inventory/goods-receipts/create

New GRN (often from PO).

Edit

/workspace/{your-company-slug}/inventory/goods-receipts/{id}/edit

Receive lines, post to stock.

Database tables (tenant DB)

goods_receipts + goods_receipt_items

Code (routes & Livewire)

tenant.inventory.goods-receipts.* → GoodsReceiptIndex / GoodsReceiptForm

• Also linked under Purchase menu.
• Purchase invoice create accepts ?goods_receipt=.

Stock transfers

Sidebar: Inventory → Transfers

Document screens for Stock transfers.

List (index)

/workspace/{your-company-slug}/inventory/transfers

List shows: Number, from/to warehouse. New button → create.

Create

/workspace/{your-company-slug}/inventory/transfers/create

New transfer.

Edit

/workspace/{your-company-slug}/inventory/transfers/{id}/edit

Add lines, dispatch, then receive.

Database tables (tenant DB)

stock_transfers + stock_transfer_items

Code (routes & Livewire)

tenant.inventory.transfers.* → StockTransferIndex / StockTransferForm

Stock adjustments

Sidebar: Inventory → Adjustments

Document screens for Stock adjustments.

List (index)

/workspace/{your-company-slug}/inventory/adjustments

List shows: Number, warehouse, reason. New button → create.

Create

/workspace/{your-company-slug}/inventory/adjustments/create

New adjustment.

Edit

/workspace/{your-company-slug}/inventory/adjustments/{id}/edit

Set counted qty, post variance.

Database tables (tenant DB)

stock_adjustments + stock_adjustment_items

Code (routes & Livewire)

tenant.inventory.adjustments.* → StockAdjustmentIndex / StockAdjustmentForm

Physical counts

Sidebar: Inventory → Physical Counts

Document screens for Physical counts.

List (index)

/workspace/{your-company-slug}/inventory/physical-counts

List shows: Count session, warehouse. New button → create.

Create

/workspace/{your-company-slug}/inventory/physical-counts/create

New count.

Edit

/workspace/{your-company-slug}/inventory/physical-counts/{id}/edit

Enter counts, post variances.

Database tables (tenant DB)

physical_counts + physical_count_items

Code (routes & Livewire)

tenant.inventory.physical-counts.* → PhysicalCountIndex / PhysicalCountForm

Inventory reports

Sidebar: Inventory → Reports

Read-only analytics hub.

List (index)

/workspace/{your-company-slug}/inventory/reports

Hub of 11 reports: low stock, valuation, ABC, near expiry, layer ageing, cost layers, movement/GRN/transfer/adjustment registers, fast/slow movers.

Database tables (tenant DB)

stock_balances, stock_movements, products

Code (routes & Livewire)

tenant.inventory.reports.* → InventoryReportsIndex / InventoryReportViewer

Sales overview

Sidebar: Sales → Overview

Order-to-cash KPIs and pipeline.

List (index)

/workspace/{your-company-slug}/sales

Dashboard only.

Database tables (tenant DB)

Aggregates quotations, orders, invoices

Code (routes & Livewire)

tenant.sales.index → SalesDashboard

Customers

Sidebar: Sales → Customers

Document screens for Customers.

List (index)

/workspace/{your-company-slug}/sales/customers

List shows: Name, email, GSTIN. New button → create.

Create

/workspace/{your-company-slug}/sales/customers/create

New customer.

Edit

/workspace/{your-company-slug}/sales/customers/{id}/edit

Edit master & addresses.

Database tables (tenant DB)

customers

Code (routes & Livewire)

tenant.sales.customers.* → CustomerIndex / CustomerForm

Price lists

Sidebar: Sales → Price Lists

Document screens for Price lists.

List (index)

/workspace/{your-company-slug}/sales/price-lists

List shows: Customer, product, qty tiers, validity. New button → create.

Create

/workspace/{your-company-slug}/sales/price-lists/create

New price list.

Edit

/workspace/{your-company-slug}/sales/price-lists/{id}/edit

Tiered contract pricing; auto-fills SO/quote lines.

Database tables (tenant DB)

customer_price_lists

Code (routes & Livewire)

tenant.sales.price-lists.* → CustomerPriceListIndex / CustomerPriceListForm

Quotations

Sidebar: Sales → Quotations

Document screens for Quotations.

List (index)

/workspace/{your-company-slug}/sales/quotations

List shows: Number, customer, total, status. New button → create.

Create

/workspace/{your-company-slug}/sales/quotations/create

New quote.

Edit

/workspace/{your-company-slug}/sales/quotations/{id}/edit

Edit lines; Send PDF; Convert wizard → SO; mark lost.

Database tables (tenant DB)

quotations + quotation_items

Code (routes & Livewire)

tenant.sales.quotations.* → QuotationIndex / QuotationForm

Convert quotation

Sidebar: Sales → Convert

Document screens for Convert quotation.

List (index)

/workspace/{your-company-slug}/sales/quotations/{id}/convert

List shows: SO warehouse, confirm status. New button → create.

Create

/workspace/{your-company-slug}/sales/quotations/{id}/convert/create

From quote list Convert.

Edit

/workspace/{your-company-slug}/sales/quotations/{id}/convert/{id}/edit

Creates SO, marks quote accepted.

Database tables (tenant DB)

—

Code (routes & Livewire)

tenant.sales.quotations.* → QuotationConvertIndex / QuotationConvertForm

Delivery notes

Sidebar: Sales → Delivery Notes

Document screens for Delivery notes.

List (index)

/workspace/{your-company-slug}/sales/delivery-notes

List shows: DN #, SO, warehouse, status. New button → create.

Create

/workspace/{your-company-slug}/sales/delivery-notes/create

New from SO.

Edit

/workspace/{your-company-slug}/sales/delivery-notes/{id}/edit

Draft → dispatch (stock OUT).

Database tables (tenant DB)

delivery_notes + delivery_note_items

Code (routes & Livewire)

tenant.sales.delivery-notes.* → DeliveryNoteIndex / DeliveryNoteForm

Sales orders

Sidebar: Sales → Sales orders

Firm customer commitment; reserves stock when confirmed.

List (index)

/workspace/{your-company-slug}/sales/orders

Columns: Number, Customer, Date, Status, Total. Actions: Edit, Invoice (→ create invoice with ?sales_order=), Delete.

Create

/workspace/{your-company-slug}/sales/orders/create

Fill header (customer, warehouse, dates, status) and line items. Save runs SalesOrderReservationSync for confirmed orders.

Edit

/workspace/{your-company-slug}/sales/orders/{id}/edit

Same form; after save you stay on edit with Next steps panel (stock check, create invoice).

Database tables (tenant DB)

sales_orders + sales_order_items

Code (routes & Livewire)

tenant.sales.orders.* → SalesOrderIndex / SalesOrderForm

• Save redirects to edit, not index.
• Confirmed status reserves stock via stock_movements.

Sales invoices

Sidebar: Sales → Sales invoices

Customer billing (AR): GST tax invoice or non-GST bill (same type, line Tax %).

List (index)

/workspace/{your-company-slug}/sales/invoices

Lists invoices with balance, type filter (tax invoice, proforma, credit note); actions: PDF, Edit, Convert proforma, Remind.

Create

/workspace/{your-company-slug}/sales/invoices/create

Header: invoice type, customer, GST block (supply type, place of supply, GSTIN). Lines: HSN/SAC, Tax % (0 = non-GST). Optional ?sales_order= pre-fill.

Edit

/workspace/{your-company-slug}/sales/invoices/{id}/edit

Update draft; sent/posted posts GL (AR, revenue, GST when tax > 0). Tax invoice only: Generate IRN / e-way when seller + GSP configured.

Database tables (tenant DB)

sales_invoices + sales_invoice_items

Code (routes & Livewire)

tenant.sales.invoices.* → SalesInvoiceIndex / SalesInvoiceForm

• GST invoice: Tax % > 0 on lines; fill GST & addresses.
• Non-GST bill: Tax % = 0 on all lines; IRN not required.
• Proforma / credit note / debit note are separate types, not GST vs non-GST.
• CSV export on index.

Payments (receipts)

Sidebar: Sales → Receipts

Document screens for Payments (receipts).

List (index)

/workspace/{your-company-slug}/sales/receipts

List shows: Receipt #, customer, date, amount. New button → create.

Create

/workspace/{your-company-slug}/sales/receipts/create

Record payment.

Edit

/workspace/{your-company-slug}/sales/receipts/{id}/edit

Allocate amounts to open invoices.

Database tables (tenant DB)

payment_receipts + payment_allocations

Code (routes & Livewire)

tenant.sales.receipts.* → PaymentReceiptIndex / PaymentReceiptForm

Bank deposit match

Sidebar: Sales → Bank match

Match bank lines to receipts.

List (index)

/workspace/{your-company-slug}/sales/bank-deposit-match

Auto-match and manual link UI.

Database tables (tenant DB)

bank_statements + payment_receipts

Code (routes & Livewire)

tenant.sales.bank-deposit-match → SalesBankDepositMatchIndex

Recurring invoices

Sidebar: Sales → Recurring

Document screens for Recurring invoices.

List (index)

/workspace/{your-company-slug}/sales/invoices/recurring

List shows: Customer, schedule, next run. New button → create.

Create

/workspace/{your-company-slug}/sales/invoices/recurring/create

New template.

Edit

/workspace/{your-company-slug}/sales/invoices/recurring/{id}/edit

Edit lines and frequency.

Database tables (tenant DB)

recurring_sales_invoices

Code (routes & Livewire)

tenant.sales.invoices.* → RecurringSalesInvoiceIndex / RecurringSalesInvoiceForm

Bulk invoicing

Sidebar: Sales → Bulk invoicing

Batch invoice generation.

List (index)

/workspace/{your-company-slug}/sales/invoices/bulk

Wizard — no typical edit.

Database tables (tenant DB)

sales_invoices

Code (routes & Livewire)

tenant.sales.invoices.bulk → SalesBulkInvoiceIndex

POS terminal

Sidebar: Sales → POS

Counter checkout.

List (index)

/workspace/{your-company-slug}/sales/pos/terminal

Single-page checkout flow.

Database tables (tenant DB)

sales_invoices + payment_receipts

Code (routes & Livewire)

tenant.sales.pos.terminal → PosTerminal

Commissions report

Sidebar: Sales → Commissions

Commission accrual report.

List (index)

/workspace/{your-company-slug}/sales/commissions/report

Report only.

Database tables (tenant DB)

sales_commission_rules

Code (routes & Livewire)

tenant.sales.commissions.report

Sales returns (RMA)

Sidebar: Sales → Returns

Document screens for Sales returns (RMA).

List (index)

/workspace/{your-company-slug}/sales/returns

List shows: Return #, customer, invoice. New button → create.

Create

/workspace/{your-company-slug}/sales/returns/create

New return.

Edit

/workspace/{your-company-slug}/sales/returns/{id}/edit

Lines, restock, credit note flow.

Database tables (tenant DB)

sales_returns + sales_return_items

Code (routes & Livewire)

tenant.sales.returns.* → SalesReturnIndex / SalesReturnForm

Purchase overview

Sidebar: Purchase → Overview

Procurement KPIs.

List (index)

/workspace/{your-company-slug}/purchase

Dashboard only.

Database tables (tenant DB)

Aggregates POs, invoices

Code (routes & Livewire)

tenant.purchase.index → PurchaseDashboard

Vendors

Sidebar: Purchase → Vendors

Document screens for Vendors.

List (index)

/workspace/{your-company-slug}/purchase/vendors

List shows: Name, status, category. New button → create.

Create

/workspace/{your-company-slug}/purchase/vendors/create

New vendor.

Edit

/workspace/{your-company-slug}/purchase/vendors/{id}/edit

Edit master; approve for PO use.

Database tables (tenant DB)

vendors (+ contacts, addresses, banks)

Code (routes & Livewire)

tenant.purchase.vendors.* → VendorIndex / VendorForm

Approval thresholds

Sidebar: Purchase → Approval thresholds

PR/PO/PI amount tiers.

List (index)

/workspace/{your-company-slug}/purchase/approval-settings

Settings form — tier table per document type.

Database tables (tenant DB)

purchase_approval_settings

Code (routes & Livewire)

tenant.purchase.approval-settings → PurchaseApprovalSettingsIndex

Purchase requisitions

Sidebar: Purchase → Requisitions

Document screens for Purchase requisitions.

List (index)

/workspace/{your-company-slug}/purchase/requisitions

List shows: Req #, requester, status. New button → create.

Create

/workspace/{your-company-slug}/purchase/requisitions/create

New requisition.

Edit

/workspace/{your-company-slug}/purchase/requisitions/{id}/edit

Submit for approval.

Database tables (tenant DB)

purchase_requisitions + items

Code (routes & Livewire)

tenant.purchase.requisitions.* → PurchaseRequisitionIndex / PurchaseRequisitionForm

RFQs

Sidebar: Purchase → RFQs

Request for quotation.

List (index)

/workspace/{your-company-slug}/purchase/rfqs

List RFQs; Compare opens tenant.purchase.rfqs.compare.

Create

/workspace/{your-company-slug}/purchase/rfqs/create

Add items and invite vendors.

Edit

/workspace/{your-company-slug}/purchase/rfqs/{id}/edit

Award vendor on compare screen.

Database tables (tenant DB)

rfqs + rfq_items + rfq_vendor_quotes

Code (routes & Livewire)

tenant.purchase.rfqs.* → RfqIndex / RfqForm

Blanket POs

Sidebar: Purchase → Blanket POs

Long-term agreements.

List (index)

/workspace/{your-company-slug}/purchase/blanket-orders

Blanket headers.

Create

/workspace/{your-company-slug}/purchase/blanket-orders/create

Edit

/workspace/{your-company-slug}/purchase/blanket-orders/{id}/edit

Release route: …/blanket-orders/{id}/release creates child PO.

Database tables (tenant DB)

purchase_orders (blanket flag)

Code (routes & Livewire)

tenant.purchase.blanket-orders.*

Purchase orders

Sidebar: Purchase → Purchase orders

Commitment to buy from vendor.

List (index)

/workspace/{your-company-slug}/purchase/orders

Search, status filter. Actions: Edit, Submit, Approve, Delete (draft).

Create

/workspace/{your-company-slug}/purchase/orders/create

Select vendor, lines, totals; draft until submitted.

Edit

/workspace/{your-company-slug}/purchase/orders/{id}/edit

Lifecycle: draft → pending approval → approved → sent → received → billed.

Database tables (tenant DB)

purchase_orders + purchase_order_items

Code (routes & Livewire)

tenant.purchase.orders.* → PurchaseOrderIndex / PurchaseOrderForm

Purchase invoices

Sidebar: Purchase → Purchase invoices

Vendor bills (AP).

List (index)

/workspace/{your-company-slug}/purchase/invoices

Row actions: Edit, Pay (?purchase_invoice=), Return.

Create

/workspace/{your-company-slug}/purchase/invoices/create

Pre-fill from GRN: ?goods_receipt= loads lines in mount().

Edit

/workspace/{your-company-slug}/purchase/invoices/{id}/edit

Three-way match vs PO/GRN when linked.

Database tables (tenant DB)

purchase_invoices + purchase_invoice_items

Code (routes & Livewire)

tenant.purchase.invoices.* → PurchaseInvoiceIndex / PurchaseInvoiceForm

Debit notes

Sidebar: Purchase → Returns

Document screens for Debit notes.

List (index)

/workspace/{your-company-slug}/purchase/returns

List shows: Return #, vendor. New button → create.

Create

/workspace/{your-company-slug}/purchase/returns/create

New debit note.

Edit

/workspace/{your-company-slug}/purchase/returns/{id}/edit

Link to invoice, post credit.

Database tables (tenant DB)

purchase_returns + purchase_return_items

Code (routes & Livewire)

tenant.purchase.returns.* → PurchaseReturnIndex / PurchaseReturnForm

Vendor 360°

Sidebar: Purchase → Vendors → 360

Spend, AP, transactions, RFQs, pricing.

List (index)

/workspace/{your-company-slug}/purchase/vendors

Open from vendor list **360°**.

Edit

/workspace/{your-company-slug}/purchase/vendors/{id}

Tabbed view; links to PO, invoice, payment, RFQ compare.

Database tables (tenant DB)

vendors + PO/PI/payments

Code (routes & Livewire)

tenant.purchase.vendors.show

Payment runs

Sidebar: Purchase → Payment Runs

Document screens for Payment runs.

List (index)

/workspace/{your-company-slug}/purchase/payment-runs

List shows: Run #, payment date, status, total. New button → create.

Create

/workspace/{your-company-slug}/purchase/payment-runs/create

New payment run.

Edit

/workspace/{your-company-slug}/purchase/payment-runs/{id}/edit

Select invoices → confirm → generate payments → execute; bank CSV export.

Database tables (tenant DB)

purchase_payment_runs + purchase_payment_run_lines

Code (routes & Livewire)

tenant.purchase.payment-runs.* → PurchasePaymentRunIndex / PurchasePaymentRunForm

Vendor payments

Sidebar: Purchase → Vendor Payments

Document screens for Vendor payments.

List (index)

/workspace/{your-company-slug}/purchase/vendor-payments

List shows: Payment #, vendor, amount. New button → create.

Create

/workspace/{your-company-slug}/purchase/vendor-payments/create

New payment (?purchase_invoice=).

Edit

/workspace/{your-company-slug}/purchase/vendor-payments/{id}/edit

Allocate to AP invoices; download payment voucher PDF.

Database tables (tenant DB)

vendor_payments + vendor_payment_allocations

Code (routes & Livewire)

tenant.purchase.vendor-payments.* → VendorPaymentIndex / VendorPaymentForm

Vendor performance

Sidebar: Purchase → Vendor performance

Scorecards by vendor.

List (index)

/workspace/{your-company-slug}/purchase/vendor-performance

Index of vendors; Show is per-vendor detail.

Edit

/workspace/{your-company-slug}/purchase/vendors/{id}/performance

Database tables (tenant DB)

vendor_performance_snapshots

Code (routes & Livewire)

tenant.purchase.vendor-performance.*

Price lists

Sidebar: Purchase → Price Lists

Document screens for Price lists.

List (index)

/workspace/{your-company-slug}/purchase/price-lists

List shows: Vendor, product, price. New button → create.

Create

/workspace/{your-company-slug}/purchase/price-lists/create

New price list.

Edit

/workspace/{your-company-slug}/purchase/price-lists/{id}/edit

Edit contract pricing.

Database tables (tenant DB)

vendor_price_lists

Code (routes & Livewire)

tenant.purchase.price-lists.* → VendorPriceListIndex / VendorPriceListForm

Purchase reports

Sidebar: Purchase → Reports

Read-only analytics.

List (index)

/workspace/{your-company-slug}/purchase/reports

Hub with Export all (ZIP) and per-report CSV links.

Database tables (tenant DB)

Reads PO/AP tables

Code (routes & Livewire)

tenant.purchase.reports.* (ApAging, SpendAnalysis, …)

Chart of accounts

Sidebar: Accounting → Accounts

Document screens for Chart of accounts.

List (index)

/workspace/{your-company-slug}/accounting/accounts

List shows: Code, name, type. New button → create.

Create

/workspace/{your-company-slug}/accounting/accounts/create

Add account.

Edit

/workspace/{your-company-slug}/accounting/accounts/{id}/edit

Edit code, name, type, parent; delete if no history.

Database tables (tenant DB)

chart_of_accounts

Code (routes & Livewire)

tenant.accounting.accounts.* → ChartOfAccountIndex / ChartOfAccountForm

Journal entries

Sidebar: Accounting → Journals

Document screens for Journal entries.

List (index)

/workspace/{your-company-slug}/accounting/journals

List shows: Date, reference, description. New button → create.

Create

/workspace/{your-company-slug}/accounting/journals/create

New entry.

Edit

/workspace/{your-company-slug}/accounting/journals/{id}/edit

Min 2 lines; debits must equal credits; save writes GL lines.

Database tables (tenant DB)

journal_entries + journal_entry_lines

Code (routes & Livewire)

tenant.accounting.journals.* → JournalEntryIndex / JournalEntryForm

Ledger report

Sidebar: Accounting → Ledger

Transactions per account with running balance.

List (index)

/workspace/{your-company-slug}/accounting/reports/ledger

Filters: account, date range. Reads all saved journal lines.

Database tables (tenant DB)

journal_entry_lines + chart_of_accounts

Code (routes & Livewire)

tenant.accounting.reports.ledger → LedgerReport

Trial balance

Sidebar: Accounting → Trial balance

All account balances at a date.

List (index)

/workspace/{your-company-slug}/accounting/reports/trial-balance

Report only; total debits should equal total credits.

Database tables (tenant DB)

chart_of_accounts + journal_entry_lines

Code (routes & Livewire)

tenant.accounting.reports.trial-balance → TrialBalanceReport

P&L

Sidebar: Accounting → P&L

Income statement for a period.

List (index)

/workspace/{your-company-slug}/accounting/reports/pl

Report only; revenue − expenses.

Database tables (tenant DB)

COA types revenue & expense

Code (routes & Livewire)

tenant.accounting.reports.pl → ProfitLossReport

Balance sheet

Sidebar: Accounting → Balance sheet

Assets, liabilities, equity as of a date.

List (index)

/workspace/{your-company-slug}/accounting/reports/balance-sheet

Report only; assets = liabilities + equity.

Database tables (tenant DB)

COA asset, liability, equity

Code (routes & Livewire)

tenant.accounting.reports.balance-sheet → BalanceSheetReport