Recent sales
Stock snapshot
Quick actions
Stock by colour
Enter the number of individual panels you physically have.| Product / colour | SKU | Quantity (panels) | Cost / panel (£) | Retail / panel (£) | Trade / panel (£) |
|---|
Stock movement
Use the sale form to deduct stock automatically. Use stock edits for supplier deliveries or corrections. A future version can add a full movement ledger.
Record a sale
Sales history
Estimated gross profit = product sales + delivery charged − recorded product cost. Overheads are shown separately and may not include VAT/tax.
Add enquiry / order
Enquiries & orders
Add customer
Customer list
Record expense
Expense history
Log supplier delivery
Enter each delivery to increase stock and keep a purchase history. Uses the current default cost unless you change the cost field.
Supplier delivery history
Customer deliveries booked in
Plan and track deliveries to customers; separate from supplier stock deliveries.Book a customer delivery
Upcoming and booked deliveries
AI-ready marketing studio
Generate a post draft from your product, price and goal. This offline tool does not connect to an AI service or publish automatically; use Copy draft to paste into your connected publishing tool.
Draft output
Publishing checklist
Before publishing: verify stock and prices, use the correct product photo, confirm delivery terms, and add the correct contact or website link. For automatic posting, this needs an internet-connected publisher and authorised Meta account connection.
Add task / follow-up
Track follow-ups and delivery actions. Offline mode cannot send reminders or messages automatically.
Task list
Plan a content item
Create a publishing queue for Facebook Page and Google Business Profile. This records the plan only; actual scheduling/publishing is added after account connections and backend are configured.
Publishing queue
Integrations & automation plan
This page tracks the connections needed to make the CRM automatic. Nothing is connected from this offline file yet.
| Connection | Planned capability | Current status | Prerequisites |
|---|---|---|---|
| Facebook Page | Schedule/publish approved posts; supported Page lead capture | Not connected | Meta app, Page permissions, secure server-side token storage, publishing tests |
| Google Business Profile | Create and publish eligible Business Profile updates | Not connected | Google Cloud project, Business Profile API access/approval where required, OAuth consent and location permissions |
| Website enquiries | Send new enquiries into CRM automatically | Not connected | Website form/webhook or supported connector and spam protection |
| Email follow-ups | Send approved follow-ups and track responses where supported | Not connected | Email provider connection, consent/legal basis, unsubscribe controls |
| Marketplace messages | Capture supported messages/sales where Meta permits | Not connected | Platform-supported access; Marketplace personal chats may not be available through Page APIs |
| Online database | Secure sync between phone and PC; scheduled automation | Not connected | Hosted backend/database, authentication, backups and access controls |
Default pricing
Default cost is £51.60 per pack (£43 plus VAT), retail £80 and trade £69. Confirm these before relying on profit calculations.
Data & privacy
Records stay in this browser on this device. This offline prototype does not send data to a server and will not automatically sync to another device.
Before clearing, export a backup. Restoring an exported backup replaces the current local data.
What this first version does not yet do
- Does not publish social posts or connect to Facebook, Google Business Profile or website leads; see Connections for the integration checklist.
- Does not sync between devices or have user logins.
- Does not issue formal VAT invoices or calculate tax.
- Marketing Studio drafts content but does not generate images, call an AI service, schedule posts or publish to Meta.
- Delivery log records purchases and adds stock, but stock corrections still need careful manual handling.
- Tasks and a content calendar are tracked locally only; no automated follow-up, scheduled publishing, cross-device sync, user logins or live advertising reports yet.
Those integrations need an internet-connected service and account permissions; an offline-only page cannot publish online content while offline.
Panels Direct internal tool · offline-first prototype · v0.4. Save backups regularly. Calculations are estimates, not accounting or tax advice.