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New Job
Entry Type
Use this page for both real jobs and marketing entries. Leads/inquiries will save to Marketing only, not Job Tracking and not invoice/order sequence.
Open Marketing
Pending Quotations
Confirmed Job
Saves as real order and opens Job Tracking.
Re-do / Mistake Fix
Use when mistake is from Blue Oasis side and the work must be done again. Saves as a real linked re-do job.
Inquiry / Price Request
Saves in Marketing for follow-up. No order number.
Lead Only
Saves contact/company only for future marketing.
Owner
Job Tracking view for owner/admin only.
Field Visit
WhatsApp Campaign
Facebook Ad
Instagram Ad
Website
Google Maps
Walk-in
Referral
Old Customer
Other
Warm Lead
Hot Lead
Cold Lead
Future Customer
Confirmed Job = normal order. Inquiry/Lead = saved only in Marketing, so Job Tracking and invoice numbers stay clean.
Owner/admin view only. Add VAT only when a tax invoice is needed.
VAT added
VAT added: S-1001 / S-1002 will be created only when Print is clicked from Job Tracking.
Company Name
Order No :
Job - 0001
Contact Number
Contact person
Address
Customer TRN
Order date
+ Upload Customer LPO / PO
Customer LPO / Purchase Order Import
Upload customer LPO/PO PDF before making the job. The page reads the PDF, fills customer + item details, and saves the LPO in the same Google Drive / Job Tracking document area.
Apply Details Again
Clear LPO
Upload customer LPO / PO
Best: text PDF like the EMAGINE PO. Scanned photos will be stored, but automatic reading needs OCR/API later.
No LPO uploaded yet. Upload a customer PO PDF to auto-fill this job.
After upload, extracted PO number, customer, TRN, item, qty, unit price, VAT and total will show here before save.
Open Price Calculator With This Customer
Customer Strategy
Hide
Customer Insight Preview
Select or type a customer to see pending balance, average profit, trust level and history.
Quick Strategy
Bargaining Level
Low
Medium
High
Advance Rule
Full Advance
Half Payment
Cash on Delivery
Credit
Customer Type
VIP
Regular
New
Risky
Low Margin
Angry
Re-do / Mistake Fix Details
Use this only when the mistake is from Blue Oasis side and the same job must be done again. It will create a separate job and link it to the original order, so the old job is not deleted or hidden.
This re-do job is for internal correction. Default customer charge is AED 0. Owner can later review the reason, responsible section and rework cost.
Accounting rule: this re-do will be linked to the original job/invoice. It will not create a separate invoice number. Any rework expense and any customer extra charge must stay under the original job account.
Original Job No
Mistake Type
Select mistake type
Design / spelling mistake
Wrong printing
Wrong size / dimension
Wrong material / GSM / media
Color / quality issue
Cutting / lamination mistake
Quantity short
Delivery / handling damage
Supplier mistake
Other
Responsible Section
Not sure
Sales / job entry
Design
Printing
Cutting / lamination
Production
Delivery
Supplier
Owner approved correction
Mark as urgent re-do
No customer charge
Customer Charge AED
What happened / reason
Internal note / instruction
Repeated Order Detected
Same customer has old same/similar work. Link this new job to the previous job so old price, artwork, supplier cost and notes can be checked later.
Ignore
Customer Conversation Layer
Record WhatsApp/call/shop conversation for this job. Paste the chat text, paste a WhatsApp screenshot here, or upload a screenshot. The system will make a short point-wise summary and save it with this order.
WhatsApp
Phone Call
Walk-in
Email
Staff Note
Make Summary
Close
Paste conversation / important message
Clear Text
Refresh Summary
WhatsApp Screenshot Reader
Click here and press Ctrl+V to paste a screenshot, or upload an image. OCR reads the screenshot, adds extracted text, then prepares important points.
Screenshot OCR is optional. Text paste works even without screenshot.
Short point-wise summary
Saved with this job:
No conversation added yet.
Sales Staff
Invoice Party Account
💬 Customer Conversation
Optional: add WhatsApp / call / customer notes.
Party %
Sales Staff Name :
Invoice Party Name :
Sales staff commission works on total invoiced amount by staff for that month: AED 10,000.0000 to AED 29,999.9999 = 10%, AED 30,000.0000 to AED 49,999.9999 = 15%, AED 50,000.0000 and above = 20%. Example: if Sahal's total monthly sales reach AED 50,000.0000, then a AED 1,000.0000 invoice under Sahal gets 20% commission for that month's slab.
Sample Required
Tick only when customer asks for sample before approval. Then choose which item needs sample, sample qty, sample charge and sample delivery date. Approval / rejection will be handled later in Job Tracking.
Customer requested sample
Add one row for each item that needs sample. You can select one item or multiple items.
Add Sample Item
Select item and enter sample details. Sample charge is saved as advance/payment, not discount.
Items
Add Item
Total Qty :
0
Total without VAT : AED
0.0000
VAT 5% : AED
0.0000
Sample Charge Due : AED
0.0000
Balance After Sample : AED
0.0000
Discount AED
Final Total with VAT : AED
0.0000
0.0000
Simple entry only. More details can be completed later.
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