Dashboard

Assigned to You

Leave

Documents

Today

This Week

This Month

My Leave

Recent Requests

Leave Type

Start Date End Date

Half day Reason Supporting Document (e.g. medical certificate)

Imported by HR from the attendance system — this is a read-only view.

Month

Finalized payslips only — pending months won't appear until HR closes them out.

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Team Calendar

Approved leave (team) and personal day markers — visible to everyone.

Export Realisation

Internal tracking only — your AD bank still files the official EDPMS record. This is here so nothing falls through the cracks before they do.

Filter by Buyer

Buyer Aliases

Group different spellings of the same buyer together (e.g. "STOR" and "STOR JEWELLERY CORPORATION") so filtering treats them as one.

Alias (a spelling that appears somewhere) Canonical Name (the one to standardize on)

Add Shipment

Shipping Bill No. Invoice No.

Buyer Name Buyer Country Currency

Bank Bill No. Port

Shipment Date

Value of Goods (FC) Shipping Amount (FC) — freight

Net Amount (FC) — computed automatically

Dollar Rate (from Shipping Bill) Shipping Bill Amount (INR)

Tally Invoice Value (INR) Notes

Filter by Remitter

Add Payment

Received Date

Payment Currency Payment Amount (FC)

Realisation Rate (bank's rate, to INR) Payment Amount (INR)

Remitter Name Bank Name

Account Number (realized into) IFSC Code

IRM Number — required to file an eBRC

Remittance No. Remitter Reference

Purpose Code Notes

Client

Payment Shipment

Amount Drawn from Payment (—) Amount Credited to Shipment (—)

These can differ — e.g. a payment received in CAD utilized against a USD shipment. Enter both exactly as shown on the bank's documents; don't convert them yourself.

Reference INR Value (optional)

Leave eBRC fields blank for now if you haven't filed on DGFT yet — you can add them later from the table below once you have.

eBRC Number (once filed) eBRC Generated Date

Existing Allocations

SEO Agent

Agent-driven SEO fixes. The frontend only reads and updates review/queue statuses.

Past Runs

From To

Fix type

Show history (approved / rejected)

History

Reference checklist — add the links in Shopify’s article editor, then mark the article done here.

Done

Keyword idea

Recently Added

Keyword Topics

Highest-priority topics with the fewest covered articles first — click a row to see its phrases.

Employee Documents

Personal Details

Date of Birth Gender

Personal Email Personal Phone

Emergency Contact Name Emergency Contact Phone

Current Address Permanent Address

Professional Details

Designation Department

Reporting Manager

Identity Documents

Aadhaar Number Aadhaar Upload

PAN Number PAN Upload

Bank Details

Account Holder Name Bank Name

Account Number IFSC Code

Design Master

Concept through to live on the website.

By Category

Pipeline

Design Name

Category Reference Image

CAD File Link (Google Drive, optional)

Reference Link 1 (optional) Reference Link 2 (optional)

Notes

Approvals

Admin

Attendance — Today

Holidays

Date Name

Payroll

Employee Month

Base Salary LWP Days

LWP Deduction Late Deduction

Other Adjustments (+/-) Adjustment Note

Payroll Runs

📊

Reports

Coming soon. Cross-module reporting (sales, leads, production, HR) will live here.

Access

Create roles, choose what each role can see and do, then assign roles to employees. Admins always have full access to everything.

Roles

Role Name Description (optional)

Select or create a role to edit its permissions.

Assign Roles to Employees

Employee

Access Denied

You don't have access to this page. Contact your admin if you think this is a mistake.

Recurring Tasks

Create Task

Title Description Frequency Day of Week Day of Month Due Time (optional) Derive from existing data (not a manual checklist)

Data Source Minimum to Clear Per Period (optional)

Assign To Team Employee

Existing Tasks

Assignments

Hand out work across any module. The employee sees it on their dashboard.

New Assignment

Where Section

Assign To

Title Description

Priority Due Date

All Assignments

Team Dashboards

A read-only view of everyone's dashboard. Click a card to expand it.

Item Master

Coming soon.