Power Without Complexity

Central customer directory with contact details, credit terms, and linked activity.

• Search and filter customers; open a detail drawer for full profile
• View related orders, invoices, and returns from the customer record
• Create and edit customers; quick-add from dashboard shortcuts
• Supports walk-in and account customers used at POS

• Tip: Use consistent phone/email fields — POS customer lookup relies on them

List of completed and in-progress sales with status, totals, and warehouse context.

• Date-range filtering aligned with the global calendar on list pages
• Order detail: line items, payments, discounts, taxes, and staff attribution
• Status updates where your workflow allows (e.g. fulfilment states)
• Print or export-friendly views for receipts and summaries

Formal invoices separate from POS tickets — draft, send, track payment status.

• Create invoices from scratch or from existing orders
• Statuses: Draft, Sent, Paid, Overdue, Cancelled
• Line-level products, tax, and discounts
• Record payments against open invoices

Post-sale returns and refunds with stock restoration rules.

• Link returns to original sale or order when possible
• Reason codes and notes for audit
• Refund method tracking (cash, card, store credit)
• Inventory impact reflected in stock transactions

Reserved route for a dedicated payments ledger; the live UI is still a placeholder — use Invoices and POS payment flows today.

• Route exists in the app shell for future AR/collections work
• Record customer payments today via Sales → Invoices or POS checkout

Vendor master data — contacts, terms, and performance context.

• Add and edit suppliers with address and tax details
• Supplier-scoped filters on PO and bill lists
• Link suppliers to default products where configured

Authoring and tracking POs from draft through received/cancelled.

• Multi-line POs with variant-level quantities and costs
• Status pipeline: Pending, Approved, Sent, Acknowledged, Partially received, Received, Cancelled
• Warehouse-scoped POs; appears in Stock page supply pulse when open
• Quick reorder shortcuts from low-stock items on /inventory/stock

Record physical receipt of goods and increase on-hand stock.

• Receive against an existing PO or ad-hoc receipt
• Partial receipts update PO line received quantities
• Posts stock transactions and updates stock_items automatically
• Batch/expiry capture when products use lot tracking

Accounts payable — supplier invoices matched to POs or standalone.

• Bill lifecycle and payment recording
• Reference PO or receipt for three-way match style workflows
• Outstanding balance visibility for finance roles

Warehouse-scoped roster of SKUs with health status, value, and analytics strip.

• Roster tabs: All, Healthy, Low stock, Out of stock with server-side pagination
• Supply pulse: in/out flow chart (7-day navigator), pending PO pipeline
• Panorama breakdown across warehouses (plan-gated advanced analytics)
• Product drawer: timeline of recent movements, quick adjust, reorder panel
• Header Add Stock opens multi-line adjustment drawer (catalog + existing stock)
• Desktop offline: list, flow, movements, and add-stock lines from SQLite

• Tip: Select the warehouse in the page header before adding stock — the drawer locks to that location

Immutable movement log — sales, receipts, adjustments, transfers, counts.

• Filter by type, warehouse, product, and date range
• Running balance per variant where applicable
• Reference links to source documents (sale ID, adjustment ID, etc.)

Formal adjustment documents with approval workflow (increase, decrease, set level).

• Multi-line adjustments with reason, reference, and unit cost
• Statuses: draft → approved → processed (updates stock)
• Desktop offline create via local SQLite + sync queue

Move stock between warehouses with in-transit tracking.

• Source and destination warehouses with line-level quantities
• Transfer out / transfer in transaction pair
• Status tracking until fully received

Physical stocktake sessions with variance posting.

• Count sheets by warehouse and product selection
• Record counted qty vs system qty
• Post variances as adjustment transactions

Warehouses and stores — also reachable from Settings → Locations.

• Warehouse vs retail location types
• Default warehouse for POS and stock views
• Product–warehouse assignments for catalog scoping

Primary product workspace with grid/list, filters, and rich create/edit drawers.

• Multi-variant products with images, category, brand, and tax flags
• Track stock toggle; optional opening stock on create
• Warehouse toolbar filter scopes visible products
• Bulk actions where permissions allow
• Desktop offline: categories/brands from SQLite; create queues locally

Hierarchical category tree for navigation and reporting.

• Parent/child categories with drag reorder
• Active/inactive flag
• Used in POS category sidebar and product filters

Brand directory with logo and optional website.

• Link brands to products for filtering and labels
• Offline read on desktop when API unavailable

Flat or grouped variant list with per-warehouse stock health summary.

• SKU, barcode, price, cost, and attribute JSON
• Stock health badges: in stock / low / out
• Flat export-style list for pickers (e.g. Add Stock drawer online)

Location- or segment-specific pricing rules.

• Override base variant price per context
• Bulk price update tools
• Requires products.update permission

Main expense register with categories and approval-style list views.

• Create expenses from dashboard quick action (?openAdd=1)
• Category and type classification
• Date filtering with shared calendar component
• Attachment notes and reference numbers where enabled

Ledger-style view of expense-related movements.

• Cross-cut view for accountants
• Export and search

Supporting masters for classifying spend (/expenses/types, /expenses/categories).

• Configure reusable types
• Organize spending for P&L style reports

Cross-business analytics dashboard with charts and comparisons.

• Period selectors: daily, weekly, monthly, yearly
• Comparison to previous period
• Tied to subscription advancedAnalytics feature gate on home dashboard

Revenue, tenders, and product/customer breakdowns.

• Summary and detail modes
• Date range and warehouse filters
• Export for spreadsheets

Stock valuation, movement pages, and ageing views.

• Movement ledger report aligned with /inventory/transactions
• Low stock and valuation snapshots
• Desktop offline reads from SQLite where implemented

Your user name, email, avatar, and password changes.

• Update contact info
• Change password
• Locale preferences

Organization warehouses — same data as Inventory → Locations.

• Create warehouses and retail stores
• Set codes and addresses
• Control which products appear per warehouse

Tax rates and discount presets applied at POS and invoicing.

• Tax groups
• Default discount rules
• Receipt display options

Invite users and assign roles with permission labels.

• Role templates (Owner, Manager, Cashier, etc.)
• Per-membership permission overrides
• Pending invitations

Business legal profile, currency, and regional defaults.

• Business name and branding
• Currency symbol and decimal rules
• Fiscal year settings where applicable

Subscription plan, payment method, and invoices from TallyhubGH.

• Plan upgrade/downgrade
• Paystack checkout flow
• Entitlement sync to desktop SQLite for offline enforcement

Session lock PIN/password for shared devices.

• Optional auto-lock timer
• Desktop offline PIN verification against local bcrypt hash
• Reconcile with server when back online

Theme, keyboard shortcuts reference, and UI defaults.

• 30+ DaisyUI themes (light/dark)
• Keyboard shortcut cheat sheet
• Default landing module preferences

Receipt header/footer, printer targets, and POS behavior flags.

• Receipt customization
• Hardware printer integration on desktop

Read/write capabilities without network on desktop.

• POS: complete sales, payments, cash movements, session close
• Catalog: browse/create products; categories & brands from SQLite
• Inventory: stock list, flow chart, movements, adjustments, Add Stock lines
• Billing entitlement checked against local row + auth fallback
• Session lock PIN unlock offline

How local changes reach the server.

• Entities: sale, payment, stock_transaction, product, inventory_adjustment, session_lock, etc.
• sync_status column: pending → synced / failed
• Sidebar Online/Offline badge reflects navigator.onLine
• Failed rows retain sync_error for support

Desktop distribution.

• Download from tallyhubgh.com — Tauri bundles migrations on first launch
• Help menu links to this documentation
• Auto-update channel when enabled in release builds

Full-page feed with stats, filters, sort, detail drawer, and deep links.

• Stats row: Unread, Critical, Today, Total
• Filters: All, Unread, and by type (Inventory, Sales, Billing, Security, System)
• Sort: newest, oldest, or by severity
• Mark one read, mark all read, dismiss, open linked route (?id= for drawer)
• Categories include low stock, out of stock, expiry, orders, payments due/overdue, billing, security
• Pending return approvals can be actioned from the drawer when payload allows

• Tip: Deep link: /notifications?id= opens the detail drawer on load

Bell dropdown in the dashboard layout lists recent items without leaving your current page.

• Unread badge count
• Mark all read from dropdown
• View all → /notifications

Public catalog discovery with search, filters, and featured products.

• Hero search bar
• Featured products strip when no filters applied
• Sidebar filters: category, brand, organization, price range, sort
• Product cards link to /marketplace/product/

Manage your organization's marketplace listings and store profile stats.

• Listing grid with add/edit listing drawer
• Store profile card (name, accent color, slug)
• Links to marketplace browse and store settings
• Stats cards for published vs draft listings

Branding and identity for your public storefront.

• Store name and URL slug (/marketplace/store/)
• Accent color and description
• Logo / banner fields where configured

Customer-facing storefront for your slug (tenant name derived slug when configured).

• Organization-scoped product showcase
• Shares catalog data with internal products

Natural-language queries and saved SQL snippets (plan / role gated).

• Opened from header sparkles control or Tools menu (Cmd/Ctrl+Shift+A on desktop)
• Single AIChatDrawer hosted in layouts/dashboard.vue
• Home dashboard AI Insight card uses the same assistant stack
• Storekeepers may hide AI on POS routes only

In-app ChatWidget for TallyhubGH support conversations.

• Title bar and Help → Custom Support
• Desktop tray Tools menu entry

Second-screen experience for shoppers: idle branding, live cart, checkout QR.

• Open from POS toolbar when enabled
• States: idle, active cart mirror, remote checkout QR split
• Uses customer-display layout (fullscreen)
• Idle content configurable from organization settings

Hosted payment page customers open from QR (no dashboard login).

• Public route — validates payment session from POS
• Shows error state when link expired
• Completes MoMo / card flows initiated at register

Organization owners manage their own subscription, team, and locations inside the app.

• Billing → /settings/billing
• Team invites → /settings/team
• Organization profile → /settings/organization

Engineering-only endpoints for migrations and platform maintenance.

• Not exposed as a sidebar module in the retail dashboard
• Used by TallyhubGH operators during support incidents

Full dashboard and POS in a mobile viewport.

• Responsive layouts; POS optimized for touch
• Add to Home Screen for app-like shortcut
• Requires connectivity unless using desktop app

See Desktop & Offline module for SQLite sync.

• Windows/macOS Tauri shell
• Same routes as web with native menu and tray

Camera scanning and printers depend on device/browser.

• POS barcode input via scanner wedge or camera where supported
• Receipt printing via Settings → POS on desktop

Operational billing hub inside the tenant app (not the marketing pricing page).

• Stat cards: plan status, renewal, spend, payment health
• Current plan card with free / active / past_due states
• Usage meters vs plan limits (users, locations, products, storage, transactions)
• Change plan drawer — upgrade, downgrade, or choose subscription
• Scheduled plan change banner when downgrade is pending
• Payment methods and billing history sections
• Paystack checkout + callback routes (/billing/callback, /settings/billing-callback)

How the app decides what you can do when offline or out of quota.

• SubscriptionBlockedScreen when entitlement invalid or tampered
• Auto-retry when browser comes back online
• Feature gates on dashboard AI, stock analytics, sales reports, etc.

Create a free partner account and get your referral code instantly.

• Free to join — no subscription or credit card required
• Register with your name, email, and password (phone optional) at /partners
• A unique 6-character referral code is generated on signup
• Sign in any time at /partners; your dashboard opens automatically

• Tip: Businesses must enter your code when they register to be attributed to you — share it before they sign up

Three steps from sharing your code to recurring income.

• Share your code or share link (/auth/register?ref=CODE) with any business
• The business enters your code when registering on TallyhubGH
• They appear in your referrals list the moment they sign up
• When they subscribe to a paid plan, you earn commission

Track referrals, conversion, and estimated earnings live.

• Referral code hero with copy-code and copy-link buttons
• Stat tiles: total referrals, subscribed, and on-trial counts
• Referrals table: business, status, plan, and signup date
• Statuses: Signed up, Free plan, On trial, Subscribed
• Estimated earnings card with subscribed count and conversion rate

• Tip: Share your link on WhatsApp and social media — it works around the clock

How earnings are calculated and paid out.

• Commission is a percentage of subscription value (currently 20%)
• Recurring — you keep earning while the referred business stays subscribed
• Dashboard earnings are indicative and may differ from final approved payouts
• Add your payout details (e.g. MTN MoMo number and name) on the dashboard
• Payouts are made in local currency (GHS)