eSMEra
Admin Dashboard
Logged in as —
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Today's Sales
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Month-to-Date Sales
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Gross Profit — MTD
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Gross Margin
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Inventory Value (at cost)
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Low Stock
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at or below reorder point
Out of Stock
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Dead-Stock Value
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Sales trend (last 14 days)
Foot traffic by time of day
Number of completed sales, last 30 days — a rough sense of when customers actually come in, not how much they spend.
Payment mix
For the selected period, above.
Month vs. last month
Same number of days into each month, so a partial month is compared fairly.
Category performance — this month
| Category | Sales | Gross profit | Margin |
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Product Master
Every product and its variants, with stock and reorder status.
Import inventory
Upload an .xlsx using the template columns: ID, Product Group, Product Name, Price, Cost, Bar Code, Stocks. Rows sharing the same Product Name become variants of one product. Re-uploading a Bar Code that already exists updates its price/cost/stock instead of duplicating it.
Products0
Variants0
Low stock0
Out of stock0
| Image | Product | Category | Variant | SKU | Cost | Price | On hand | Reorder pt | Status |
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Quick stock in
Best for one or two items. For a supplier invoice with many products, use Receive Purchase.
Stock-in history
| Date | Product | Qty | Gross Cost | Supplier Discount | Net Total | Supplier | Paid by |
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Categories0
In use0
Products classified0
Categories
Categories used by imported or manually created products are synchronized here automatically. Product counts show actual usage.
| Name | Products | Variants | Status |
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Add a supplier
| Name | Contact | Phone | Status |
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Log a stock adjustment
For anything that changes stock without a sale or a purchase — damage, spoilage, loss or theft, expiry, internal use, or correcting a physical count. Valued at the variant's current cost and posted to the books as a real gain or loss, kept separate from purchases.
| Date | Product | Change | Reason | Value | Note |
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Invoices
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Covered sales value
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| Date | Invoice Number | Type | Customer | Transactions | Amount | Recorded By |
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Non-VAT Daily Consolidated Sales Invoice
Review completed small Non-VAT sales below ₱500.00 that have no individual Sales Invoice. Eligible sales may be consolidated even while a cash drawer is open. Drawer status is an operational reminder only. eSMEra prepares Various Customers invoice batches using the configured Items per receipt capacity without creating duplicate sales or accounting entries.
Showing the current month.
Inventory Insights
Product performance in the selected range, including quantity sold, cost, revenue, and margin.
Units sold
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Total cost
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Total amount sold
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Margin
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| Product | Variant | Category | Qty Sold | Cost | Amount Sold | Margin | Margin % |
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Dead Stock List
Products with stock on hand and no completed sale or outbound movement within the configured dead-stock period.
Dead-stock variants
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Capital tied up at cost
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| Product | Variant | SKU | Category | On hand | Unit cost | Cost value | Last activity | Idle |
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Cash Sales
Completed sales, viewable from four angles — pick the one that answers your actual question.
Transaction detail
Add an account
| Type | Account | Normal Balance |
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Cash Receipts Book
Every entry that increased Cash — sales, capital investments, loan proceeds.
| Date | Customer / Description | Invoice Number | Sales Revenue | Accounts Receivable | Cash | Fees & Charges | Withholding Tax | Owner's Capital | Other | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debit | Credit | Debit | Credit | Debit | Credit | Debit | Credit | Debit | Credit | Debit | Credit | Debit | Credit | |||
Cash Disbursement Book
Every entry that decreased Cash — expenses, equipment purchases paid in cash.
| Date | Supplier / Description | Invoice Number | Cash | Rent Expense | Utilities Expense | Packing Supplies | Subscription Expense | Ads Expense | Salaries Expense | Training Expense | Miscellaneous Expense | Taxes & Licenses | Depreciation Expense | Professional Expense | Other Expense |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Credit | Debit | Debit | Debit | Debit | Debit | Debit | Debit | Debit | Debit | Debit | Debit | Debit |
Post a manual journal entry
For capital investments, loans, equipment purchases, depreciation, and other adjusting entries. Must balance before it can be saved.
Entries this period
| Date | Description | Debit | Credit | Balance |
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Trial Balance
| Account | Debit | Credit |
|---|---|---|
| Total | ₱0 | ₱0 |
Period
Income Statement (Profit & Loss)
Statement of Changes in Equity
Balance Sheet
Cash Flow Statement
This month's spending
Comparing month-to-date spending against last month's total.
This month so far
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Last month (full)
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Daily average this month
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Status
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Expenses
Filter by day, week, month, quarter, year, or a custom range.
Today's expenses
| Date | Category | Amount | Payment | Vendor / Reference | Staff | Note |
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Expense Accounts
This list is synchronized from Chart of Accounts. Every active account with type Expense is available to the Add Expense dropdown.
| Category |
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Bulk payroll preparation
Prepare everyone on the same pay schedule in one batch. Preparation is a preview only; money moves only after you confirm payment.
Statutory deductions for this batchUse only when the same deductions apply to all selected employees.
| Employee | Pay setup | Worked | Gross | Deductions | Net | Status | |
|---|---|---|---|---|---|---|---|
| Loading employees… | |||||||
Individual payroll review
Use this for one employee, exceptions, or manual adjustments. Bulk preparation above is the normal workflow.
Individual payroll payment
Gross pay can come from calculated attendance or be adjusted before payment. Statutory tables are applied using the payment date.
Statutory deductionsCheck only deductions that apply to this employee/payment.
Today's payroll
| Payment date | Employee | Pay period | Gross | Deductions | Net | Paid via | Note |
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Holiday calendar
Eight regular holidays fall on the same date every year by law (RA 9849) and can be auto-filled below. Movable holidays (Maundy Thursday, Good Friday, Eid'l Fitr, Eid'l Adha) and any special non-working day still need manual entry — those are set by presidential proclamation and change every year.
| Date | Name | Type |
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Log an absence or leave
Tracks time off — sick leave, vacation, unpaid absence — separately from hours worked. Doesn't affect payroll calculations automatically; use it as a record and adjust pay manually if your policy requires it.
Absence & leave records
| Staff | Dates | Type | Status | Notes |
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SSS brackets0
PhilHealth0
Pag-IBIG0
Withholding Tax0
Statutory deduction tables
Use effective-dated bracket tables. eSMEra applies the table active on the payroll payment date.
Government contribution and withholding tables can change. Import or enter the official table you intend to use and assign its effective date. eSMEra validates the structure but does not automatically fetch government updates.
SSS
Effective-dated salary brackets.
Employees
Manage employee profiles, login roles, employment details, and status.
| Employee | Username | Role | Employment | Pay setup | Status |
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All open shifts
Everyone currently clocked into a cashier shift, across the business.
| Staff | Register | Opened | Opening cash |
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Staff shift history
View any staff member's shift history, and reopen their most recently closed shift if it was closed by mistake.
| Opened | Closed | Register | Opening | Actual | Expected | Variance |
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Covered days—
Thin coverage—
Uncovered—
7-day staffing coverage
Preview staffing as a rolling 7-day view or a full calendar month. Recurring schedules stay compact in the database and are expanded only for this preview.
Select an employee to review weekly roster and paid-hour coverage.
Employee schedule
Recurring weekly patterns and date-specific overrides.
| When | Time & break | Type | Weekly roster | Notes |
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Appearance
Applies to the whole system, for everyone, immediately.
Business Profile
Trade name is your legal/receipt name; store name is what shows in the system.
Branch
Sales Targets
Drives the Dashboard and POS quota bars.
POS & Receipt
Changing receipt numbering affects every future sale — a reason is required.
Inventory Rules
Changing stock rules affects Dashboard alerts and future stock movements — a reason is required.
Cash Drawer & Reconciliation
Cash Drawer open and close are mandatory POS controls. Every cashier must open a drawer before checkout and close/reconcile it with an actual ending cash count.
POS requires open drawerAlways
Drawer closing & reconciliationAlways
Opening cash countCount now or defer
At opening, the cashier should count the actual cash. If store setup makes that difficult, choose Count Later. POS can continue, but the opening count remains pending and must be finalized no later than drawer closing.
Regional
Security
A reason is required to change these.
Tax & Sales Invoice Configuration
Choose the business's BIR tax registration type. VAT businesses use automatic sequential Sales Invoice numbers on every sale. Non-VAT businesses use a manual registered Sales Invoice number when required by the ₱500 threshold or when a buyer requests an invoice.
1. Internal Sales Recording — Manual BIR Invoice
The default mode. eSMEra records sales, inventory, expenses, payments, and staff activity internally alongside the business's registered BIR invoices. For Non-VAT businesses, individual invoices are required based on the configured threshold/buyer-request rules, while qualifying small sales can be linked to one end-of-day consolidated invoice for Various Customers. eSMEra does not create duplicate sales or accounting entries for that consolidation. Printed POS documents remain Internal Transaction Summaries unless the installation is separately approved/configured for official invoicing.
Invoice Number Gap Check
Flags gaps in the numeric sequence of manual invoice numbers used in a date range — the same check that should run as part of daily/periodic closing.
2. Registered Sales Mode — Unavailable Until Approved
This mode is locked. It cannot be turned on by changing a setting. Activating it requires the applicable eSMEra version to hold the necessary BIR accreditation or registration, this installation to hold its applicable PTU or approval, invoice formatting and reports to be verified, and this business's branch, TIN, VAT status, and authorized numbering to be fully configured. None of the official-invoicing features this mode is meant to eventually support — official sales-invoice generation, protected sequential numbering, VAT/non-VAT breakdowns, Senior/PWD discount handling, audit and electronic journals, X/Z-reading, void and refund controls, required data retention — exist in this build yet. Activating this mode today records accreditation details for when they become real; it does not grant any of those capabilities.
System Update
One update status for the app and its required database changes.
Beta channelOwner & Administrator
Current app—
Available update—
Database status—
Pending DB changes—
Current app = version actively running in this browser. Available update = downloaded waiting version or a newer developer release.
Automatic off-peak activation
A downloaded update can activate automatically during your safe maintenance window.
Planning Data Migration
Use previous-system reports as historical evidence for Planning & Insights. Imported history stays separate from live eSMEra transactions.
Analytics-only by design: Product Sales is analyzed by day, month, product, quantity, revenue, cost, and margin. Inventory Movement can add historical stock-flow context. Inventory Capital is kept only as a source snapshot. Saving a batch does not create sales, change current stock, move cash, create invoices, or post accounting entries.
Peddlr Product Sales export. CSV or Excel.
Adds monthly stock-in / stock-out context only.
Reference snapshot only. Never replaces live stock.
Historical Monthly Analysis
Saved analytics used by Planning & Insights. Quarterly and annual views are derived from these months, so months are never double-counted.
| Month | Sales | Cost | Gross Margin | Expenses | Qty Sold | Invoices | Coverage | Confidence |
|---|---|---|---|---|---|---|---|---|
| Open this tab to load historical planning data. | ||||||||
Historical Monthly Expenses
Enter past expense totals that are useful for budgeting. These are planning records only and do not create back-dated live expenses or accounting entries.
| Month | Category | Amount | Confidence | Notes |
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Historical Import Batches
Each Peddlr dataset remains staged and auditable. Rollback removes only its Planning & Insights history.
| Batch | Created | Status | Rows | Coverage | Actions |
|---|---|---|---|---|---|
| Open this tab to load historical import batches. | |||||
Backup & Recovery
| Last successful backup | — |
| Last failed backup | — |
| Last restore | — |
Restore from a backup
This replaces this business's current data with whatever the file contains. Everything since that backup was taken — sales, expenses, stock changes, everything — will be gone. There is no undo once this completes. Only restore from a file this app generated for this exact business.
Roles & Permissions
Owner, Manager, and Administrator use protected default permission sets. Operational roles below can be adjusted when your business needs a different access model.
Sales Invoice
Loading…
Add an expense category
Record expense
Record operating expenses here. Payroll, inventory purchases, and cash drawer movements stay in their source modules.
From Chart of Accounts · Expense type
Add category
Categories are shared by Product Master and Sales Basket filtering. Renaming also updates products currently assigned to that category.
Add product
Create a simple item or generate combinations from Size, Color, Flavor, Pack, and more.
Product type
Use Simple for a single SKU. Use Variations when customers choose options.
Add an attribute and values to generate combinations.
2. Review variants
0 variants
Edit only what differs. Suggested SKUs remain editable.
| Variant | SKU | Price | Cost | Stock | Reorder |
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Edit product
Manage variants and generate only missing combinations.
Variants
0 variants
Removed rows are deleted only after Save changes.
| Variant | SKU | Price | Cost | Stock | Reorder | Active |
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Add statutory bracket
Add one effective-dated bracket manually.
Upload statutory bracket file
CSV, XLSX, or XLS. Preview and validate before import.
Required: deduction_type, range_from, calculation_method. fixed rows use employee/employer amount. percent rows use employee/employer rate (amounts are not required). Withholding uses base_tax + excess_rate. Dates may be Excel dates or YYYY-MM-DD.
Add employee
Create login, role, employment and contact details. eSMEra generates a temporary PIN automatically and requires the employee to change it after first login.
Temporary PIN is generated server-side. If a valid email is provided, eSMEra sends the login details after the account is created.
Useful for probationary, contractual, or seasonal employees. Scheduling can stop automatically on this date.
Hourly basis is computed automatically as Daily Rate ÷ 8.
Add schedule
Create or edit a recurring pattern without generating hundreds of daily rows. Roster hours include the full shift span; payroll hours subtract the unpaid break.
Recurring pattern only applies inside this period.
Meal/rest time excluded from payroll hours.
Quick time:
Edit employee
Scheduling will not allow recurring shifts past this date.
Hourly basis is computed automatically as Daily Rate ÷ 8.
PINs are no longer manually chosen here. Use Send login email from the Employee list to generate a fresh temporary PIN, revoke old sessions, and require a PIN change at next login.