Total Sales Before GST
Period₹0
Document Email /
Gmail not connected
MJ
AI Assist
Management summary
AI can explain the selected-period dashboard using only the approved dashboard numbers. It does not calculate balances.
Quantity Supplied
Period0 MT
Open PO's
Current0
Pending PO Quantity
◷
Current0 MT
Invoices / Dispatches
Recorded0
Top Customer
C
No sales yet—
Top Product
P
No sales yet—
Emails Sent
Period0
PENDING PO's
Currently there are no Pending PO's.
RECENT DISPATCHES Invoice / COA activity
No dispatches recorded for this period.
TOP CUSTOMERS Sales in selected period
TOP PRODUCTS Quantity & sales in selected period
CUSTOMER COMMERCIAL VIEW
Choose a customer to see products, quantities, rates and every PO separately.
ATTENTION REQUIRED Clickable operational checks
QUANTITY TRACKER Largest current pending PO
How your software works
Upload → Read → Review → Track → Communicate → Excel
Each step is a working shortcut into the AKC system. AI/document extraction suggests data; a user confirms it before commercial records change.
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Purchase order register
PO management.
Upload/read POs, track rate revisions, filter commercial history, import/export Excel, and keep every supply against the correct PO.
Document-first workflow
Document Uploads.
Upload and read customer POs, existing invoices and COAs. Nothing here generates an invoice.
Recent document activity
Latest PO and invoice records in the live database.
Excel synchronization & reports
Excel & Reports.
Import the historical AKC register, export current approved records and download filtered operational reports.
Report shortcuts
Excel safety rules
- Imports never delete records just because a row is absent.
- Re-import uses stable IDs / matching keys to avoid duplicates.
- PO price, quantity and deletion controls remain Admin-protected.
- Excel updates metadata; original PDFs and COAs stay in protected document storage.
Master data, permissions & audit
Settings & Admin.
Daily users do not need a crowded menu. Customer master, user controls, Gmail, backups and audit are grouped here.
Access model
Mayan is the administrator. Staff can prepare documents and emails within their permissions; protected commercial changes, Excel imports and void/restore remain Admin-controlled.
Customer document email
One customer. Many documents.
Choose saved contacts, attach PDFs together, and review before sending.
01
Company & recipients
Only Mayan can add or change companies and contacts.
0 / 100 saved
Every selected recipient receives the same message and all attachments.
02
PDF onlyAttach many files together
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Drop the PDFs for this company hereInvoice, e-way bill, COA, MSDS, TREM card and more.
On Mac, hold Command to select separate files or Shift for a range.
0 / 100 PDFs0 MB / 15 MB
Uploads are saved when you save or preview.
03
Optional · email onlyPO, invoice & supply details
Fill only what belongs in this email. Blank fields are omitted. Nothing here creates or changes an invoice.
04
Message
Ready for review
Senderbilling@amarkiranchem.com
Selected recipients0
Detail entries0
Attachments0
Gmail connectionNot connected
No draft saved yet.
“Sent to Gmail” means Google accepted submission. It does not confirm delivery to the customer’s inbox.
Customer master.
Up to 100 saved addresses per company, including CC. Mayan manages this directory.
Shared drafts.
Saved on this server. Both billing users have identical editing permissions.
Sending history.
Review who submitted each email, its attachments and Gmail’s submission status.
Unknown status means a connection ended without a definite result. Check Gmail Sent before preparing another email; do not blindly resend.
Admin & setup.
Mayan Jain is the only administrator. Account roles cannot be changed by billing staff.
Three user accounts
Reset a staff password or disable an account. A reset signs that user out and requires a password change. Mayan changes his own password from the top bar.
Server storage & backups
Full backups contain customer data, PDFs, the encryption key and mailbox authorisation. Keep them private and encrypted off-site. Billing users cannot export them.
One daily on-server snapshot is attempted while the server runs, retaining seven recent snapshots. This is not an off-site backup. Check the last successful backup below.
Import your old HTML workspace
In Version 7, use Mayan → Export backup. Import that JSON here. Records are added, not overwritten; imported companies need verification. Import only once to avoid duplicates.
Gmail connection
Not connectedbilling@amarkiranchem.com
Recommended: Google OAuth. It requests Gmail send permission and basic email identity only—not inbox read/delete access. Your Google Workspace administrator may need to approve the app.
Connect using Google OAuth
Create a Web application client and add this exact redirect URI:
Alternative: Google app password
Only where your Google account permits app passwords with 2-Step Verification. This credential is broader than a send-only OAuth grant. The portal uses it only to send mail. Never enter your normal Gmail password.
Send an internal connection test
Customer sending stays blocked until Google accepts a test and Mayan confirms that it arrived with the correct From address. Then test a PDF dispatch internally before customer use.
AI Assist
Not connectedOptional OpenAI connection for document interpretation, PO/invoice matching, email drafting, amendment comparison, natural-language search and Excel mapping. Commercial calculations and approvals remain inside AKC.
Privacy boundaryOnly extracted document text or the structured context needed for the selected AI action is sent. Portal passwords, Gmail credentials, encryption keys and full backups are never sent.
Leave blank when changing only the model. The key is encrypted in the AKC data directory.
Recent administrative activity
Server records identify the signed-in account. A server administrator with database access can still alter records; this is not a tamper-proof compliance archive.