Dashboard
📅 Upcoming Events (7 Days)
📦 Recent Orders
Inquiries — Stage 1
📋 Workflow: Inquiry → wait ~3 days → Customer confirms → press Confirm → SAF to build the order with products, payment & expenses. Inquiries are a separate database from confirmed SAFs.
| Inquiry# | Date Inquired | Organizer | Celebrant | Party Date | Theme | Branch | Days | Status | Remark | Actions |
|---|
Confirmation — Sales Order Form (SAF) · Stage 2
SAF Number
#0001
Booking Date:
Handled By:
Handled By:
👤 Organizer / Client Information
ℹ️ Organizer = the person booking and paying. Celebrant = the person being celebrated (may be different).
Existing customer?
🎉 Celebrant & Event Details
📦 Products & Services
ℹ️ Just pick a product (or type its item code in the table) — it auto-fills the price and bills the customer. No manual computing needed.
| Item Code | Description | Design Photo | Type | Qty | Unit Price | Final Price |
|---|
| Method | Amount (₱) | Reference No. | |
|---|---|---|---|
| G-Cash | |||
| BDO | |||
| Other Bank | |||
| Cash |
Sub Total₱ 0.00
Other Fees₱
Discount₱
Deposit (auto from payments)₱
Balance Due₱ 0.00
All Orders
| SAF# | Organizer | Celebrant | Party Date | Theme | Branch | Handler | Balance | Status | Actions |
|---|
Products & Pricing
| Item Code | Product Name | Category | Type | Unit | COGS (Cost) | Final Price | Margin | Stock | Actions |
|---|
Branch Management
| Branch Name | Code | Address | Contact | Active | Actions |
|---|
💾 Data Backup & Restore
⚠️ All data (inquiries, SAFs, products, customers, branches) is stored in this browser only. If you move the file to another folder/computer, switch browsers, or clear browsing data, it won't carry over automatically. Use Backup regularly and Restore on the new device.
Staff Roster
👷 Your team list. Add crew here so you can assign 5–6 staff to each event in the Reconfirmation stage and pick who's in charge.
| Name | Designation / Role | Mobile | Active | Actions |
|---|
Consumables Inventory
🎀 Track consumable items like balloons, photo paper, ribbons, etc. Set the unit cost and stock on hand. When you log a Consumable expense on a SAF, the quantity used is counted here so you can account for exact inventory usage.
| Item | Unit | Unit Cost | Stock on Hand | Used (to date) | Remaining | Active | Actions |
|---|
Reconfirmation — Stage 3 (call client before the event)
📞 Control measure: Every event must be reconfirmed with the client within 3 days before the party to avoid missed details or last-minute changes. Events below turn RED when they're due and still not reconfirmed. The dashboard also alerts you on every login.
| SAF# | Party Date | Days Left | Celebrant | Organizer | Mobile | Theme | In Charge | Reconfirm Status | Action |
|---|
Dispatch & Schedule
📅 Click any date to see that day's deliveries & setups, then download the dispatch report. Dates with events are highlighted so you never miss an upcoming party.
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Event Calendar
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Expense Form — Stage 4 (per SAF)
💸 Pick a confirmed SAF, then log all its expenses (materials, consumables, party crew, driver). This is internal only — it never appears on the client's SAF. Each SAF has its own expense record in the database.
Select SAF to log expenses
📋 All SAFs — Expense Tracking
| SAF# | Party Date | Organizer | Revenue | Expenses | Net Profit | Status |
|---|
Sales Reports
Post-Event — Stage 7 (client feedback)
⭐ After each event, call the client to get feedback. Record their rating and comments here to track service quality and spot repeat-booking opportunities.
| SAF# | Party Date | Celebrant | Organizer | Theme | Rating | Feedback | Action |
|---|
Accounting & Financial Status
🧮 A simple books overview. Sales, collections, receivables and event costs are pulled automatically from your SAFs & Expense Forms. Add manual transactions (rent, salaries, utilities, other income) below to complete the picture.
Users & Access Control
🔑 Create one login per staff member and assign a role. Each role only sees the sections it needs. Keep at least one Admin account.
Roles & what they can access
| Name | Username | Role | Active | Last Login | Actions |
|---|
Audit Log
📜 A running record of key actions (logins, saves, deletes, restores) with who did them and when — for accountability and to detect internal manipulation.
| When | User | Role | Action | Detail |
|---|
Customer CRM
| Name | Mobile | TIN | Orders | Last Event | Total Spent | Tags | Actions |
|---|