Official Documentation

Discover the key features and user roles of the Transfer & Purchase Management System

This documentation supports you in mastering our professional solution, designed to improve logistics management, optimize purchases, and ensure accurate tracking of operations. Whether you are an administrator, agent, or decision-maker, every tool has been designed to make your work easier.

🎯 Specific Objectives of the Application

This application has been designed to meet the following key needs:

These objectives are designed to make your daily operations smoother, more reliable, and more secure.

👥 1. User Roles

  • 🗂 Secretary: Manages fund transfers to field agents.
  • 🛒 Agent: Receives funds, purchases products from suppliers, and ships them to the central warehouse.
  • 🚚 Driver: Ensures the secure transport of goods to the central warehouse.
  • 👨‍💼 Admin (Boss): Oversees all operations, controls access, and manages user accounts.
  • 🌿 Supplier: Registered producer directly supplying products to agents.
Rôles des utilisateurs

💸 2. Secure Fund Transfers

From the management interface, the secretary initiates fund transfers to agents. Each transfer is documented with the date, amount, and beneficiary’s name.

✅ Centralizing financial flows enables strict monitoring and reduces the risk of loss or misuse.
Transfert d'argent

✅ 3. Receipt Confirmation

Before the amount is officially credited, the agent must confirm receipt of the transfer. This process adds a crucial layer of security to ensure operational transparency.

✅ Manual validation ensures full traceability of each transaction.
Confirmation de réception

🛒 4. Purchasing Goods

For each purchase, the user enters key data: quantity, unit of measure, unit price, type of purchase (cash or credit), and the supplier involved.

  • Cash: The amount is automatically deducted from the available balance.
  • Credit: The amount remains due and will be settled later via the Payment menu.
✅ Accurately manages both immediate and deferred financial flows.
Achats

🚚 5. Shipment to the Warehouse

Once purchases are completed, agents arrange the shipment of goods to the central warehouse by assigning a driver. Each shipment is carefully documented: shipped quantity, driver’s name, and contact details are recorded for accurate tracking.

✅ Each shipment must be confirmed by the Boss (Admin) to ensure proper receipt of goods at the warehouse.
Expédition

📦 6. Export & Resale

The Boss is responsible for reselling the products to generate revenue. They accurately record the quantity sold, the unit price applied, and the customer information.

✅ Strict stock tracking and effective revenue management.
Exportation et revente

👥 7. User Management

This feature allows efficient management of user accounts, assignment of agents to the appropriate warehouses, and registration of suppliers. The administrator can enter full details for agents: name, contact, assigned role, and the warehouse where they operate.

  • Initial Password:
By default, a secure password is automatically generated when the account is created. The user is prompted to change it upon first login, ensuring optimal profile security.
Gestion des utilisateurs

📊 8. Reports & History

  • Detailed tracking of transfers per agent
  • Complete history of purchases made
  • Monitoring of payments, whether in cash or on credit
✅ A reliable database ensuring transparency, strict control, and ease during audits.
Rapports et historique

⚙️ 9. User Settings

  • Secure password modification
  • Easy update of contact details (email & phone)
  • Secure logout from the system
Users can log out securely, ensuring the confidentiality and protection of their personal data.
Paramètres utilisateur

🔐 10. Security & Access

Data security and access control are at the core of our system: each user benefits from enhanced protection, with permissions tailored to their role to ensure confidentiality and integrity.
  • Secure, encrypted login
  • Enhanced protection of sensitive data
  • Granular access management based on user profile
Sécurité et accès

Interested in our project?

Feel free to contact us or leave a comment to collaborate and customize the application according to your specific needs. Our solution is multilingual and can be adapted in French, English, Chinese, Spanish, Arabic, and many other languages.

Thank you for your interest and trust.

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