DEX Elements — Explore

Revenue (Q1)$2.4M+12.5%

Open Orders284+8.2%

Pending Invoices$847K-3.1%

Inventory Value$5.1M+1.8%

Monthly Revenue2025

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Recent OrdersLast 7d

Order	Customer	Amount	Status
SO-4821	Oakridge Mfg.	$24,500	Shipped
SO-4820	NovaChem AG	$18,200	Processing
SO-4819	Globalex Corp.	$31,750	Shipped
SO-4818	Profit Solutions	$12,800	Pending

Code	Company Name	Tax ID	City	Status
00009	Oakridge Manufacturing Ltd.	94-8256443	New York	Active
02019	Profit Solutions Inc.	94-8756443	Chicago	Active
23692	Santander Corporate Banking	84-9625443	Madrid	Active
59231	Globalex Trading Corp.	73-8291004	London	Pending
67934	NovaChem Industries AG	62-9184753	Berlin	Active
80112	Meridian Logistics GmbH	55-7302918	Dubai	Active
91045	Atlas Precision Engineering	48-3019275	Tokyo	Inactive

Order #	Customer	Date	Amount	Status
SO-4821	Oakridge Mfg.	Mar 28	$24,500	Shipped
SO-4820	NovaChem AG	Mar 27	$18,200	Processing
SO-4819	Globalex Corp.	Mar 26	$31,750	Shipped
SO-4818	Profit Solutions	Mar 26	$12,800	Pending
SO-4817	Santander Corp.	Mar 25	$45,900	Shipped
SO-4816	Meridian GmbH	Mar 24	$8,650	Shipped

Invoice	Customer	Issued	Due	Amount	Status
INV-0201	Oakridge Mfg.	Mar 15	Apr 14	$24,500	Paid
INV-0200	NovaChem AG	Mar 12	May 11	$18,200	Pending
INV-0199	Globalex Corp.	Mar 10	Apr 09	$31,750	Paid
INV-0198	Profit Solutions	Feb 28	Mar 30	$12,800	Overdue
INV-0197	Atlas Precision	Feb 25	Mar 27	$62,100	Overdue

SKU	Product	Category	Stock	Price	Status
VAL-320A	Industrial Valve Assembly	Components	1,240	$320	OK
PGM-085B	Pressure Gauge Module	Instruments	3,890	$85	OK
HXC-200C	Heat Exchanger Coil	Components	82	$1,450	Low
MTR-400E	Electric Motor 400W	Machinery	0	$890	Backorder
SEN-010F	Temperature Sensor	Electronics	450	$45	OK

📊

Q1 Profit & Loss

Revenue, COGS, operating expenses, net income

Ready

📦

Inventory Valuation

Stock value by category and warehouse

Ready

💰

Accounts Receivable Aging

Outstanding invoices by 30/60/90+ days

Generating...

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Sales by Region

Revenue across NA, EU, APAC

Ready

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Order to Cash

Complete sales cycle from order creation through invoicing to payment collection.

6 steps Active

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Procure to Pay

From purchase requisition through vendor payment and goods receipt.

6 steps Active

⚙

Employee Onboarding

New hire setup from contract signing to first productive day.

5 steps Active

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Month-End Close

Financial closing process including reconciliation, adjustments, and reporting.

5 steps Active

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Inventory Reorder

Automated replenishment cycle when stock falls below configured thresholds.

4 steps Active

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Customer Credit Review

Periodic assessment of customer creditworthiness and payment behavior.

4 steps Draft

Documentation

Dashboard

Executive overview aggregating real-time KPIs from all modules. Revenue, order volume, pending invoices, and inventory value are calculated from live database queries.

Data Sources

GET /api/v1/analytics/kpis — aggregated metrics
GET /api/v1/analytics/revenue/monthly — chart data
GET /api/v1/orders?sort=date&limit=5 — recent orders

Business Logic

Revenue is calculated as sum of all paid invoices in the selected period
Open Orders counts orders with status Draft, Pending, or Processing
Change percentages compare current period vs. previous period

Permissions

Visible to all authenticated users. Financial KPIs (revenue, invoice totals) require finance:read role.

Contractors

Master data registry for all business partners — customers, vendors, and internal entities. Each contractor has a unique code, tax identification, and linked addresses.

Data Source

GET /api/v1/contractors — paginated list with filters
POST /api/v1/contractors — create new contractor
PUT /api/v1/contractors/:id — update existing

Validation Rules

Code — auto-generated, unique, immutable after creation
Tax ID — validated against national format (regex + async check)
Company Name — required, min 2 characters
Status changes require contractors:manage role

Related Entities

Linked to: Addresses, Sales Orders, Invoices, Contacts. Deleting a contractor with active orders is blocked.

Sales Orders

Order-to-cash pipeline tracking. Each order contains line items, is linked to a contractor, and follows a status workflow: Draft → Pending → Approved → Shipped → Completed.

Workflow

Draft — editable, no inventory impact
Pending — submitted for approval, locked for editing
Approved — inventory reserved, invoice auto-generated
Shipped — tracking number assigned, notification sent

Approval Rules

Orders under $10K — auto-approved
$10K – $50K — department manager approval
Over $50K — VP approval + CFO sign-off required

Invoices

Accounts receivable management. Invoices are auto-generated from approved/shipped orders and track payment status through the full lifecycle.

Business Logic

Auto-generated when order status changes to Shipped
Payment terms inherited from contractor profile (Net 30/60/90)
Overdue status triggers automated email reminders at 7, 14, 30 days
Partial payments supported — balance recalculated automatically

GL Integration

Payment receipt creates journal entries: Debit Cash, Credit Accounts Receivable. Tax amounts posted to Tax Liability account.

Inventory Management

Product catalog with real-time stock tracking, reorder alerts, and warehouse management. Linked to procurement for automatic purchase order generation.

Alert Rules

Low Stock — triggered when quantity falls below reorder point
Backorder — stock is 0, auto-PO sent to preferred vendor
Alerts visible in Dashboard KPIs and notification center

Stock Movement

Inventory decremented on order approval, incremented on goods receipt from purchase orders. All movements logged with audit trail.

Reports

Pre-built and on-demand reports aggregating data across all modules. Generated server-side for performance, cached for 15 minutes, exportable as PDF or Excel.

Available Reports

P&L Statement — revenue, COGS, OpEx, net income by period
Inventory Valuation — stock value by category, aging analysis
AR Aging — outstanding invoices by 0-30, 31-60, 61-90, 90+ days
Sales by Region — revenue and volume across territories

Custom Reports

Use the AI Assistant to generate custom reports by describing them in natural language. The AI queries the REST API and builds the visualization.

Business Processes

Automated multi-step workflows that orchestrate actions across modules. Each process defines a sequence of steps with triggers, conditions, and notifications.

Process Engine

Steps execute sequentially with conditional branching
Auto-triggers on data events (e.g., stock below threshold)
Approval gates with role-based routing
Email/webhook notifications at each step
Full audit trail with timestamps and user actions

API

GET /api/v1/processes — list all processes
POST /api/v1/processes/:id/execute — trigger a process
GET /api/v1/processes/:id/runs — execution history

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