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Everything for the day’s work, in one place.

  • Record each sale as it happens
  • Close the day with totals that add up
  • Answer customer requests from the website
B2B Optimum Solutions Ltd.

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B2B Optimum Solutions Ltd.
B2B Optimum Solutions Ltd.

Notifications

Dashboard

Business Overview

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Today's Sales

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This Month Sales

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Overall Sales since Day 1

Monthly view

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Cash

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Mobile Money

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Gross Sales

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Expenses (recorded only)

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Total Sales

Daily sales

Daily sales — this month

0 days
DateEntriesCashMobile MoneySales TotalStatus

Latest activity

Recent Requests

DateNameContactServiceMessage

Daily input

Add Sales Record

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Cash today

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Mobile Money today

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Deductions today

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Net total today

Open

Sales status

Your sales have been closed for today. You can continue with new sales tomorrow.

Today's Sales

0 entries
ServiceNotesPaymentAmountCustomerReceipt

Spending

Expenses

Log an expense

Where the money goes

Expense history

DateCategoryAmountReasonByActions

People costs

Salaries & Allowances

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Salaries (selected month)

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Manager allowances (selected month)

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Total people costs

Log a payment

Payment history

PaidFor monthTypeNamePositionAmountNoteActions

Billing

Invoices

Create an invoice

DescriptionQtyUnit priceAmount

All invoices

InvoiceCustomerDateDueTotalStatusActions

Activity trail

Audit Log

DateAdminRoleActionDetails

End of day

Sales Closing

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Cash total

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Mobile Money total

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Expenses recorded

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Sales total to close

0

Sales entries

Filter

Closing History

0 records

Managers can reopen a closed day (unlocks it for that day's staff) then expand it to edit any sale.

DateCashMobile MoneySales TotalByActions

Reporting

Sales Export

Export by Month

Full sales and expenses workbook for a chosen month, with a summary tab.

Export by Date Range

Choose any "from" and "to" day for a custom-range sales and expenses report.

to

Overall Export

Every sale and expense on record — Summary, Daily, Weekly and Monthly tabs.

Preview

Export Preview

0 records

Run an export above to preview exactly what was included, right here.

DateServiceCustomerPaymentAmountBy

Inbound leads

Service Requests

0 requests

Client book

Customers

0 customers

Directory

All Customers

NamePhoneAddedActions

Public website gallery

Manage Service Images

Team access

Invite Admin Users

Invitation Ready

Copy this secure setup link and send it to the invited admin.

Prepare Email

Current Users

NameEmailRole

Pending Invitations

NameEmailRoleStatusExpires

Your account

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Change password

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Sale Details

Additional Notes

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Date
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Service
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Amount
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Payment
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Customer
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Phone
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Recorded by
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Document