Saskey StockGenie Pro

📤

Today Invoices

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created today

📦

Today Parts Scanned

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qty units

🚚

Pending Dispatch

—

completed, not shipped

✅

Delivered Today

—

invoices

📋

MTD Invoices

—

this month

🔢

MTD Parts Scanned

—

qty units

⚠️

Short Supply CNs

—

pending this month

📊

MTD Delivered

—

invoices

Recent Outward Activity

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Manage audit cycles — only admins can change status

📋

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📊

Select an audit above to view its report

Team Members

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Scan Activity

🏢 Company Settings

Company Name

Plan

📱 Mobile App

Share these URLs with your team:

📦 Stock Audit Scanners (auditors)

https://stock-taking-inventory.web.app/scan.html

📤 Outward Checking (checking person)

https://stock-taking-inventory.web.app/outward.html

🧑‍✈️ Drivers & Dispatch (driver / dispatch roles)

https://stock-taking-inventory.web.app/index.html

Auditors use the scan app only. Admin & reports are on this portal.

🔢 PIN Login Setup

Set a 4-digit PIN so you can log in without typing your full password. Useful on mobile.

New 4-Digit PIN

Confirm PIN

🔑 Change Password

Current Password

New Password

Confirm New Password

📍 Location Entry Default

Choose the default method for entering scan locations. Auditors can still switch modes manually.

✏️ Manual Typing

Type location name directly. Best for small teams.

📷 QR Camera Scan

Scan QR code on shelf label. Best for phone users.

🔌 Barcode Scanner

Scan shelf barcode with HID scanner. Best for warehouse teams.

🔓 Location Input Restriction

When DMS closing stock is uploaded, scanners are normally forced to pick a location from the DMS list. Enable this to allow free-text entry even when DMS data exists.

Allow free-text location entry

Scanners can type any location, even if it's not in the DMS bin list

🔗 Zoho Books Integration

Outward Mode

📦 Full Outward Scanning

Pull invoice + line items from Zoho. Staff physically scan each part against invoice. Full dispatch management.

🚚 Logistics & Dispatch Only

Pull invoice header only (no scanning). Use app for dispatch assignment, driver tracking and delivery confirmation.

API Credentials

Client ID *

Client Secret *

Organization ID *

Cloudflare Worker URL * (required — proxies token refresh to bypass browser CORS)

Deploy the worker file from your download to dash.cloudflare.com → Workers & Pages → Create Worker

API Endpoint

Refresh Token * (from Zoho API Console — long-lived)

Location Custom Field API Name (from Zoho Items — e.g. cf_location)

In Zoho Books → Items → Custom Fields → copy the API name of your location field

Access Token (auto-managed)

Last Refreshed

📥

Inward Module

This module is coming soon. It will handle inward receipt scanning, GRN creation, and stock acceptance workflows.

Confirm deliveries for your assigned shipments

Manage outward invoices — upload, scan, and dispatch parts to customers

📤 Outward Invoices

Invoice #	Date	Customer	Parts	Progress	Status	Actions
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Part #	Customer	Invoice	Excess Qty	MRP	Status	Action
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📋 Pending Credit Notes

Type	Invoice #	Customer	Part #	Short/Qty	MRP	Value Diff	Status	CN Number	Action
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Post-delivery complaint tracking and resolution

Claim #	Customer	Invoice	Types	Registered	Status	Resolution	Actions
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Assign transport and track deliveries

⏳

Pending Dispatch

scan completed

🚚

Shipped Today

in transit

✅

Delivered Today

completed

⚠️

Delayed

>2 days shipped

🚚 Dispatch Board

	Invoice #	Date	Customer	Parts / Qty	Status	Transport	Actions
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👤 Customer Master

DMS Code	Name	Address	Mobile	Town	Transporter	Actions
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Saskey StockGenie Pro

📋 Create New Audit

✉️ Add Team Member

🔒 Complete Audit?