Operations Dashboard
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Total invoiced
ALL TIME
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Outstanding
CURRENT
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6-packs in stock
RIGHT NOW
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Invoices raised
ALL TIME
Stock at a glance
Expected stock arrivals
Customers gone quiet (30+ days)
CustomerLast orderQuiet for
Outstanding payments
InvoiceCustomerAmountAge
Price list
Flavour6-Pack12-PackCase (x24)
OriginalR164.99R299.99R549.99
LemonR164.99R299.99R549.99
PeachR164.99R299.99R549.99
30L / 20L / 5L KegR1,650 / R1,100 / R300
Gross margin by channel
Based on avg R16.17 cost/can
Original
0
6-packs · all locations
Lemon
0
6-packs · all locations
Peach
0
6-packs · all locations
Total stock
0
UNITS:
Post House Wines — edit stock
Post House Wines
Somerset West · click values to edit
Stock depth
Dispatch recommendation
Johannesburg — edit stock
Johannesburg
Gauteng · click values to edit
Log stock movement
Recent movements
DateTypeFlavourLocation6-pksNotes
Reorder thresholds & projected runout
FlavourIn stockReorder atSales velocityProjected runoutStatus
Velocity = 6-packs sold on manual invoices over the last 90 days. Runout projects current stock at that rate.
Invoice details
Line items
Flavour / Description Size / Pack Qty Unit (R) Total (R)
Total Amount Due: R 0.00
Invoice preview
TAX INVOICE
INVOICE:
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DATE:
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DUE:
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FROM:
Company Name:
Rooibru (Pty) Ltd.
Company Registration:
2024/504003/07
Registered Address:
c/o Post House Wines
Raithby Road, Somerset West, Western Cape, 7130.
Liquor License:
WCP / 029605
Postal Address:
Same as registered address
Email Address:
# Item & Description Qty Rate p/case (ZAR) Amount (ZAR)
Fill in the form to preview
BILL TO:
Customer:
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Banking Details:
Bank:
FNB/RMB
Account Holder:
Rooibru (Pty) Ltd
Account Type:
Gold Business Account
Account Number:
63125761452
Branch Code:
250655
NOTE: Please use Invoice # as reference on the proof of payment and send to
- Thank you for supporting the brus!
Invoice History
Invoice # Date Customer Channel Amount Status Actions
Generate statement
Bank reference
Preview
Statement of Account

Select a stockist above to generate.

Import Bank Statement
Upload your FNB CSV statement. The dashboard will try to match payments to outstanding invoices automatically.
Total outstanding
R0
Total collected
R0
Unpaid invoices
0
Overdue (>30 days)
0
Unpaid invoices
InvoiceCustomerDateAgeAmountStatus
Payments received
DateInvoiceFromReferenceAmount
Record a payment
Financial summary
Total revenue (all invoices)
R0
Shopify revenue
R0
product subtotal · excl. shipping
Total canning costs (lifetime)
R0
Avg cost per can
R0
Revenue by channel
ChannelRevenue% of totalGross margin
Monthly revenue trend
Margin analysis
Based on avg R16.17 cost/can
Top customers by invoiced revenue
CustomerInvoicesTotal spend
Performance by channel
Retail stockists
R0
14.7% margin
Website / private
R0
41.7% margin
OneDayOnly
R0
−6.3% margin
Retail stockist breakdown
StockistOutstandingInvoicedCollectedInvoices
Website / private customers
CustomerInvoicesTotal
Shopify orders
Import Shopify Orders
Export orders from Shopify as CSV (Orders → Export → All orders) and upload here weekly.
Product breakdown
ProductUnitsRevenue
Top Shopify customers
CustomerOrdersTotal
All Shopify orders — INV1001 to INV1042
INV #ShopifyDateCustomerCityItemsSubtotalTotalStatus
Canning costs — fully editable
Expense tracker
Total Expenses
R0
Canning & ProductionR0
MarketingR0
Transport / LogisticsR0
OtherR0
DateCategoryDescriptionAmount (R)
Customer & Stockist Directory
NameTypeRegistrationAddressContactFNB referenceLast activityActions
Add expense