ERP Command Center

Quick actions

Most common staff jobs, one tap away.

Priority work queues

ERP process pipeline

Notifications / alerts

Notifications

Internal alert inbox for invoice-ready, due-soon, overdue, payment slip and contract follow-up work. Acknowledge or snooze only hides the alert; it does not change invoices, payments or customer data.

Staff use

Use this to keep today’s queue clean after a staff member has seen an alert, while the Workflow Center stays focused on active unresolved work.

Active alerts

Add customer

Customers

Add property/unit

Properties

Projects / Construction

Construction command center for milestone billing readiness, planning dates, forecast and blockers. Read-only: it does not approve invoices, send customer emails or change payments.

Actions

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Construction billing campaigns

Milestones

Risks / blockers

Quota summary

Imported from Google Sheet tab Quota.

Meaning

Foreign/Thai ownership quota summary by project. This is reference/reporting data, not unit ownership changes.

Nationality summary

Imported from Google Sheet tab Nationality.

Meaning

Customer nationality count and percentage summary. This is reporting data only.

Milestone billing

Staff workflow: preview customers linked to a construction milestone, create draft invoices, then review/email them. Nothing is sent automatically.

Start with preview. Staff can review before creating invoices.

Email sending setup

Connect company SMTP/email account. Use test first. Real campaign sends require this to be configured.

Campaigns

Campaign email template

Available placeholders: {{customer}}, {{milestone}}, {{unit}}, {{amount}}, {{currency}}, {{invoice_no}}, {{invoice_link}}, {{balance_statement_link}}, {{portal_link}}

Preview / email drafts

Campaign item review

Review warnings before creating invoices or sending emails. Skipped records will be ignored.

Email logs

Email Preflight

Read-only checklist before any real invoice campaign send. It checks customer emails, draft/approved invoice status, portal links, sent logs and SMTP configuration without sending anything.

Controls

Select a campaign in Milestone Billing first; otherwise the newest campaign is checked.

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Preflight rows

Contract worklist

One place to check each sold unit: customer/property link, signed contract document, and payment schedule/invoice readiness.

Search contracts

Search by unit, customer, email, status or old payment-plan text.

This is read-only workflow guidance. It does not alter contracts, invoices, or payments.

Contracts / payment schedules

Payment schedule worklist

Derived from milestone campaign items, invoices and payments. This does not change invoices or payments; it helps staff see what is due, unsent, overdue or paid.

Search / filter

Use this before sending invoice emails or chasing collection.

Milestones / invoice schedule

Collections follow-up

Staff queue for outstanding invoices. Record call/email status, next action, promise-to-pay date and owner without sending emails or recording payments.

Search / filter

Use this before calling customers. It does not send reminders or approve payments.

Outstanding invoice follow-up

Customer Statements / Balances

Open customer balance statements to verify total price, payment plan, issued invoices, paid amounts, outstanding balance and payments received.

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How to check

Click Open balance next to a customer, or click the row to see customer detail and unit-level balance buttons.

Balance statements open in a new printable page.

Customers

Customer detail

Owners register

Owner-first view for sold units: customer profile, units, ownership/quota type, contract value, invoices, payments, outstanding balance, documents and follow-up gaps.

Search / filter

Read-only worklist. It does not change ownership, approve payments or send customer emails.

Owner profiles / balances

Customer Portal

Customers can open a secure portal from their invoice email. The portal shows unit/contract info, invoices, balance, payments, agreed changes and linked documents.

How it works

Each invoice has a random public token. The email can include:

Invoice link
/public/invoice?token=...

Customer portal
/portal?token=...

Portal links do not expose ERP login. They only show that customer/unit’s related data.

Create invoice

Invoices

Record payment

Payments

Document storage

Attach contracts, passports, layouts, signed changes and receipts to a customer, unit, invoice or contract record.

Document checklist

Suggested records to attach per sold unit:

Documents

Accounting dashboard

Read-only accounting view for finance close: live A/R, receipts, draft invoice exposure, journal preview and reconciliation warnings. It does not post journals, approve payments or send emails.

Finance close checklist

Reconciliation warnings

Journal preview

Preview only: invoices debit Accounts receivable; payments debit Cash/bank. Formal accounting export/posting can be added after chart-of-accounts decisions.

Activity Timeline

One searchable history across invoices, payments, uploaded slips, documents, customer changes and staff actions.

Read-only operational view; it does not change customer data, invoices or payments.

Why staff use it

Before calling a customer or approving a slip, staff can see the recent story for that unit: invoice created, portal upload, document attached, payment recorded, and any review action.

Recent activity

HR / Staff role center

Admin-only staff operations view: active users, role permissions, department responsibility map and workload handoff counts. Read-only: it does not create users or change permissions.

Controls

Use Settings to add staff users; use this page to see who owns which operational queue.

Staff

Responsibilities

Workload handoff

Daily handoff checklist

Management Reports

Live operational reports rebuilt inside ERP instead of relying on calculated Google Sheet print tabs. Finance can use this for collections, aging, portal engagement and contract/document gaps.

Report pack

Read-only: these reports do not send emails, approve slips, record payments or change invoices.

Siam Oriental Oasis revenue forecast

Tentative construction dates are kept in settings and are not shown on customer balance statements until confirmed.

A/R aging

Invoice status

Monthly invoicing / collections

Contracts / documents

Top overdue invoices

Security Center

Admin-only posture check before bulk email, finance approvals, imports or credential work. Read-only: this page does not rotate credentials, send emails, approve payments or delete data.

Security actions

Use this as a checklist. It highlights risk; staff still act in the proper module.

Posture / risks

Access & email

Uploads & portal

Recent audit actions

Backup Center

Create a local protected SQLite backup before risky finance, import, email or configuration work. Backups stay on the server under protected data storage.

Current database

Recent backups

Google Sheets OAuth setup

No service-account key needed. Add OAuth Client ID/Secret from Google Cloud, then connect with Google login.

Connection status

Redirect URI to add in Google Cloud:
https://erp.siamoriental.net/api/integrations/google-sheets/oauth/callback

Sheet inspector

After OAuth is connected, load tabs, headers, and sample rows before mapping/importing.

Import mapping draft

Mapping drafts

Company settings

Numbering

Bank / payment details

Project schedule settings

Use tentative text until exact dates are confirmed. These dates are not shown on customer balance statements.

Change password

Add staff user

Create internal ERP users without emailing credentials. Give the temporary password privately and require password change on first login.

Users & roles

Role permissions

Finance actions are now permission-gated. New non-admin users can work in their lane without access to user management, imports, backups or SMTP settings.