Microsmith CRM V31.0

Microsmith CRM

Smart Sales & Collection ManagementCompany View: All Companies

Company ViewSelection stays active until changed.

Today: Thursday25 Jun 202612:36:23 PMRegion: Asia/Dhaka

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Sales Order—Today Entries: 0Today: ৳ 0.00

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Collections—Today Entries: 0Today: ৳ 0.00

🏢

Companies—All CompaniesAuto Push Queue: 0

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Masters—All accessible companiesMaster Sync Queue: 0

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Active Sessions0Click to view Active Session Report

Last Sync-

Master Sync-

Outstanding Sync-

Subscription DetailsNot SetProduction License

-Status

Activation Date-Expiry Date-

Tally Push Health

Verified posting overview

Today

Total Pushes 0

Overall Health 0.0% No Data

0 Success 0 Failed 0 Open

Today

0 Final Pushes

Success0Posted

0.0%

Failed0Not Posted

0.0%

Success 0.0%Failed 0.0%

Order Entry

Create Sales Order — Standard Entry

Rate Permission

Voucher Details

Total: 0.00

Company

Voucher Type

Voucher No

Order Date

Due Date

Cost Center

Godown

Party Name

Sales Ledger

Order & Dispatch Details

Configure title and visibility from Settings

Items

Standard item entry

Item

Qty

Rate

Disc %

SP Disc%

Amount

Narration

Total Items0

Total Quantity0.000

Total Amount0.00

Collection Entry

Receipt Voucher

Accounting Voucher View

Receipt Entry Mode

Date

Company

Voucher Type

Voucher No

Cost Center

Cash / Bank Ledger

Party Ledger

Amount

Narration

Receipt Voucher Report

All

0

Success

0

Failed

0

Collection

0.00

Date	Voucher	Company	Party Ledger	Cash / Bank	User	Amount	Status	Action
Grand Total						0.00

Tally Connector

Posting Queue Dashboard

Monitor background Tally posting and sync jobs without blocking users.

Pending

0

Running

0

Retry Scheduled

0

Failed

0

Success

0

Job	Voucher	Company	Party	Status	Attempts	Next / Updated	Error	Action

Sync Pending

0

Sync Running

0

Sync Retry

0

Sync Failed

0

Sync Success

0

Job	Type	Company	Status	Attempts	Next / Updated	Message	Params	Action

Reports Display

Outstanding Report

Customer ledger-wise due bill statement synced from Tally.

Company

Ledger Group

Customer Ledger

Search

Total Due: 0.00

Company	Customer Ledger	Bill No	Bill Date	Bill Amount	Collection Amount	Due Amount
Grand Total				0.00	0.00	0.00

Sales Order Report

Total Vouchers

0

Success

0

Failed

0

Grand Total

0.00

Voucher	Date	Company	Party Ledger	Total	Status	User	Action
Page Total				0.00

Reports Display

Day Book

Date-wise Tally status with Success/Failed filters and manual push.

All

0

Success

0

Failed

0

Grand Total

0.00

Date	Voucher	Company	Party	Amount	Status	Tally Response	Action
Grand Total				0.00

Reports

Stock Summary

Period-wise opening and closing balance from locally synced Tally stock snapshots. Search does not call Tally live.

Company

From Date

To Date

Item Group

Search Item

Total Items

0

Opening Qty

0

Closing Qty

0

Stock Value

0.00

Item Name	Item Group	Unit	Opening Balance	Closing Balance	Std. Selling Price	Stock Value	Snapshot Date	Synced At
Grand Total			0	0		0.00

Reports

Ledger Statement

Tally-style ledger account with Date, Particulars, Voucher, Debit, Credit, and Balance.

Company

Customer Ledger

From

To

Search

Debit0.00

Credit0.00

Closing0.00

Select company and customer ledger, then load statement.

Masters Info

Company-wise Master Reports

Create, edit, delete, sync and review Tally masters company-wise.

Master Reports

Name	Parent / Group	Unit / Contact	Balance / Part No	Std. Selling Price	Synced At	Action

Settings

Control Center

🔗 Tally Ready🛡 Backup Safe⚙ Auto Sync

Live Integration

Tally Connection

Auto Sync Active

Tally URLExample: http://localhost:9000 or LAN Tally host URL

Timeout millisecondsRecommended: 60000. Voucher posting uses a protected adaptive timeout automatically.

Auto Sync Interval

minutes

Use 0 to disable automatic master sync.

Print Currency SymbolUsed in reports and vouchers.

App Time ZoneLast Sync, dashboard clock, and today's dashboard date use this timezone.

Company Registration

Tally Companies

Print Profile

Company Info

Registered Tally companies remain built-in by default. Override name/address only when Sales Order and Money Receipt print should show a different profile.

Admin / Super Admin

Open this tab to load registered company print profiles.

Scoped Numbering

Company & Voucher Type Numbering

Each company and voucher type can use its own prefix and format. Existing sequence counters are preserved.

Global Default

Company

Voucher Module

Voucher Type

Preview Date

Auto numbering
When OFF, voucher number must be entered manually. Yearly reset
Use a separate sequence for each configured year.

Prefix

Separator

Number padding

Year start month

Year format

Next Voucher Preview

Module	Voucher Type	Prefix	Format	Auto	Updated
Select a company to load custom profiles.

Sales Order Field Settings

Change voucher entry and print titles from here.

Entry + Print

Order/Dispatch Section TitleThis title appears in Order Entry, order detail, and print format.

Data Safety

Data Backup & Restore

🛡SQLite Protected

↩

Restore Backup

⬇

Download

📁 Backup FileNo file chosenChoose your backup file, then click Restore Now Choose File

Automatic Safety

Auto Backup Setup

Loading...

Enable Auto Backup Startup Safety Backup

Auto Backup Per Day

times/day

Calculated Interval

minutes

Keep Backup History

days

Backup Drive

Backup Folder

Current Backup Location-

Backup Vault

Managed Backup History

Backup	Type	Size	Modified	Safety Status	Actions

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License Center

Subscription

Activation, expiry, renewal, and complete subscription history.

Current PlanProduction LicenseNot configured

Days Left-Status

Activation Date-Start date

Expiry Date-End date

Renew Subscription

Super Admin only. Select Start Date and End Date; duration is calculated automatically.

Not Set

Plan Name

Start Date

End Date

Duration Days

Note

Date	Action	Plan	Activation	Expiry	Days	Status	Updated By	Note

Security & Compliance

Audit Log

Track user actions, queue retries, sync requests, backup/restore, and admin changes.

Total Events

0

Today

0

Posting

0

Sync

0

Errors

0

Time	User	Action	Entity	Company	Summary	Details

Monitoring & Alerting

System Monitoring

Watch Tally connector health, queue backlog, SQLite/WAL size, backup freshness, and stuck workers.

Status

OK

Critical

0

Warnings

0

Posting Open

0

Sync Open

0

SQLite
-

Backup
-

Tally URL
-

Worker Signals
-

Active Alerts

Severity	Code	Alert	Detail	Metric / Limit

Phase 14

Notification Delivery

Send monitoring alerts to a webhook-compatible email, SMS, WhatsApp, Slack, or internal gateway.

Enabled

-

Webhook

-

Sent

0

Failed

0

Today

0

Minimum Severity
-

Dedupe Window
-

Webhook URL
-

Last Event
-

Configure NOTIFICATIONS_ENABLED=1 and NOTIFICATION_WEBHOOK_URL in .env, or use Settings to update notification_* keys.

Notification History

Time	Status	Severity	Code	Title	Response / Error

Future DB Migration

PostgreSQL Migration Readiness

Review SQLite schema readiness before any future PostgreSQL cutover.

Status

-

Tables

0

Indexes

0

Warnings

0

Migration Plan

Runtime remains SQLite in this build.

Current Provider
sqlite

Target Provider
postgresql

Table Readiness

Table	Category	Columns	Autoincrement	NOCASE	FK

Warnings

No report loaded.

User Info

Create User

Mobile Number (Login ID)

Full Name

Password

Login Role

System Role

Use System Role Permission
When enabled, user-wise permissions are disabled and the selected System Role permissions are used.

Can change Rate
Allow manual rate editingCan give Discount
Show and allow Disc % fieldCan give SP Disc%
Show and allow SP Disc% fieldCan edit vouchers
Allow editing vouchers from reportsCan delete vouchers
Show Delete buttons and allow permanent voucher deletionCan sell below standard
Permission to sell below standard priceCan view all user entries
See other users' vouchers inside allowed companies

Back-date voucher limit (days)Blank = no limit; 0 = today only.

Company Permission

Company Access

Default Company

Hide default company in Create Sales
Default company will be saved in the background and hidden in Create Sales.

User-wise Master Access

Company

Only selected permissions will be saved.

Create System Role

System Role Name

Can change Rate
System Role users can edit rateCan give Discount
System Role users can use Disc %

Discount %0 = unlimited; otherwise maximum allowed Disc % and new-line default.

Can give SP Disc%
System Role users can use SP Disc%

SP Disc%0 = unlimited; otherwise maximum allowed SP Disc% and new-line default.

Can edit vouchers
System Role users can edit vouchers from reportsCan delete vouchers
System Role users can permanently delete vouchersCan sell below standard
System Role users can sell below standardCan view all user entries
Role users can see all vouchers in allowed companies

Back-date voucher limit (days)Blank = no limit; 0 = today only.

Company Permission

Default Company

Hide default company in Create Sales
Users assigned to this role will use the default company in Create Sales.

System Role-wise Master Access

Company

Users assigned to this System Role will receive the selected permissions.

All System Roles

Sales Admin ready-made system role is available. Super Admin is a single developer-only locked role. It cannot be edited or assigned from the UI or API.

Search System Role

System Role Type

Status

Rate Permission

System Role	Type	Company Access	Rate Edit	Discount Limit	SP Disc Limit	Edit	Delete	Below Standard	Entry View	Back-date Limit	Active	Action

All Users

Use search and filters, then click Edit to open a separate edit page.

Total Users: 0

Search User

Login Role

Permission Mode

Status

User	Login Role	Permission Mode	Rate / Discount / Entry View	Active	Action

Edit System Role

System Role edit opens as a separate page from the list report.

System Role Name

Can change RateCan give Discount

Discount %0 = unlimited; otherwise maximum and Sales Order default.

Can give SP Disc%

SP Disc%0 = unlimited; otherwise maximum and Sales Order default.

Can edit vouchersCan delete vouchersCan sell below standardCan view all user entries

Back-date voucher limit (days)Blank = no limit; 0 = today only.

Active

Company Permission

Default Company

Hide default company in Create Sales
Default company is saved with Save System Role.

System Role-wise Master Access

Company

All changes are saved with Save System Role.

Microsmith CRM

Today

Create Sales Order — Standard Entry

Voucher Details

Order & Dispatch Details

Items

Receipt Voucher

Receipt Voucher Report

Posting Queue Dashboard

Outstanding Report

Sales Order Report

Day Book

Stock Summary

Ledger Statement

Company-wise Master Reports

Create Master

Control Center

Tally Connection

Company Registration

Company Info

Company & Voucher Type Numbering

Sales Order Field Settings

Data Backup & Restore

Restore Backup

Auto Backup Setup

Managed Backup History

Subscription

Renew Subscription

Subscription History

Audit Log

System Monitoring

Active Alerts

Notification Delivery

Notification History

PostgreSQL Migration Readiness

Migration Plan

Table Readiness

Warnings

User Info

Create User

Company Permission

User-wise Master Access

Create System Role

System Role-wise Master Access

All System Roles

All Users

Edit User

User-wise Master Access

Edit System Role

System Role-wise Master Access