Features Catalog — Lofty Golden Oil ERP

Complete listing of every feature in the system, organised by module. Each feature includes the role(s) granted access.

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1. Dashboard

#	Feature	Description	Roles
1.1	KPI Cards	Summary cards showing total revenue, outstanding AR balance, stock value, production output, and expenses	Admin, Production, Sales, Accountant
1.2	Revenue Trend Chart	Line/area chart displaying revenue over time (daily, weekly, monthly)	Admin, Accountant
1.3	Expense Breakdown Chart	Pie/donut chart showing expenses by category	Admin, Accountant
1.4	Production Yield Chart	Bar chart showing yield % across production runs	Admin, Production
1.5	Low-Stock Alerts	Visual alert badges for inventory items below minimum stock threshold	Admin, Production
1.6	Pending Requisitions Alert	Notification count and list of requisitions awaiting approval	Admin, Production, Sales, Accountant
1.7	Recent Transactions Feed	Scrollable list of most recent sales, purchases, and payments	Admin, Production, Sales, Accountant

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2. Inventory Management

#	Feature	Description	Roles
2.1	Inventory List	View all inventory items in a sortable, searchable, paginated DataTable	Admin, Production
2.2	Create Inventory Item	Add new item with name, description, quantity, unit, unit price, minimum stock level, and category	Admin, Production
2.3	Edit Inventory Item	Modify any field on an existing inventory item	Admin, Production
2.4	Delete Inventory Item	Soft-delete or remove an inventory item	Admin
2.5	Search Inventory	Real-time text search across item name, description, and category	Admin, Production
2.6	Filter by Category	Filter inventory list by item category (e.g., raw materials, finished goods)	Admin, Production
2.7	Sort Columns	Click-to-sort on any column (name, quantity, price, date, category)	Admin, Production
2.8	Pagination	Configurable page size with page navigation	Admin, Production
2.9	Stock Adjustment — Manual	Adjust stock quantity up or down with a reason code (damaged, expired, transfer, correction, other)	Admin, Production
2.10	Stock Adjustment Log	View complete history of all stock adjustments with reasons and timestamps	Admin, Production
2.11	Low-Stock Threshold	Set minimum stock level per item; system flags items below threshold	Admin, Production
2.12	Low-Stock Email Alert	Automatic email notification when stock falls below minimum threshold	Admin
2.13	CSV Export	Export filtered inventory list to CSV file	Admin, Production
2.14	Bulk Selection	Select multiple inventory items for bulk operations (export, delete)	Admin, Production
2.15	Undo Action	Time-limited undo after deleting or adjusting an inventory item	Admin, Production

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3. Purchases

#	Feature	Description	Roles
3.1	Purchase List	View all purchase orders in a sortable, searchable, paginated DataTable	Admin, Production
3.2	Create Purchase	Create new purchase order with supplier, item name, quantity, unit price, total cost, and date	Admin, Production
3.3	Edit Purchase	Modify an existing purchase order	Admin, Production
3.4	Delete Purchase	Remove a purchase order	Admin
3.5	Link to Supplier	Each purchase linked to a supplier record	Admin, Production
3.6	Automatic Stock Update	Purchase receipt automatically increments inventory quantity	Admin, Production
3.7	Search Purchases	Real-time search across item name, supplier name	Admin, Production
3.8	Date Range Filter	Filter purchases by start and end date	Admin, Production
3.9	Sort Columns	Click-to-sort on any column	Admin, Production
3.10	Pagination	Configurable page size with page navigation	Admin, Production
3.11	CSV Export	Export filtered purchase list to CSV file	Admin, Production
3.12	Bulk Selection	Select multiple purchases for bulk operations	Admin, Production
3.13	Supplier Management	Full CRUD for supplier records (name, contact, phone, address)	Admin, Production

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4. Production Management

#	Feature	Description	Roles
4.1	Production Run List	View all production runs in a sortable, searchable, paginated DataTable	Admin, Production
4.2	Create Production Run	Create new run with product name, quantity, BOM, status, start/end dates	Admin, Production
4.3	Edit Production Run	Modify an existing production run	Admin, Production
4.4	Delete Production Run	Remove a production run	Admin
4.5	Bill of Materials (BOM)	Define ingredients/materials required per unit of output, with quantities and costs	Admin, Production
4.6	Yield Percentage	Calculate and display actual output vs. expected output as a percentage	Admin, Production
4.7	Cost Per Litre	Calculate total production cost divided by litres produced	Admin, Production
4.8	Status Tracking	Track production run status: pending, in-progress, completed, cancelled	Admin, Production
4.9	Date Range Filter	Filter production runs by start and end date	Admin, Production
4.10	Search Production Runs	Real-time search across product name, status	Admin, Production
4.11	Sort Columns	Click-to-sort on any column	Admin, Production
4.12	Pagination	Configurable page size with page navigation	Admin, Production
4.13	CSV Export	Export production run list to CSV file	Admin, Production
4.14	Bulk Selection	Select multiple production runs for bulk operations	Admin, Production

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5. Sales & Invoicing

#	Feature	Description	Roles
5.1	Sales List	View all sales orders in a sortable, searchable, paginated DataTable	Admin, Sales
5.2	Create Sale	Create new sale with customer, items, quantities, prices, and total amount	Admin, Sales
5.3	Edit Sale	Modify an existing sales order	Admin, Sales
5.4	Delete Sale	Remove a sales order	Admin
5.5	Link to Customer	Each sale linked to a customer record	Admin, Sales
5.6	Invoice Generation	Generate itemised invoice from a sales order	Admin, Sales
5.7	AR Invoice Tracking	Track accounts receivable invoices with amounts, due dates, and statuses	Admin, Sales
5.8	Record AR Payment	Record incoming payments against AR invoices	Admin, Sales
5.9	Payment Status	Track invoice status: pending, partial, paid, overdue	Admin, Sales
5.10	Thermal Receipt Printing	Generate and print thermal-format receipts for point-of-sale scenarios	Admin, Sales
5.11	Customer Statement	Generate and export customer account statements (balances, transactions)	Admin, Sales
5.12	Search Sales	Real-time search across customer name, sale ID, status	Admin, Sales
5.13	Date Range Filter	Filter sales by start and end date	Admin, Sales
5.14	Sort Columns	Click-to-sort on any column	Admin, Sales
5.15	Pagination	Configurable page size with page navigation	Admin, Sales
5.16	CSV Export	Export filtered sales list to CSV file	Admin, Sales
5.17	Bulk Selection	Select multiple sales for bulk operations	Admin, Sales

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6. Customer Management

#	Feature	Description	Roles
6.1	Customer List	View all customers in a sortable, searchable, paginated DataTable	Admin, Sales
6.2	Create Customer	Add new customer with name, contact person, phone, address, credit limit	Admin, Sales
6.3	Edit Customer	Modify customer details	Admin, Sales
6.4	Delete Customer	Remove a customer record	Admin
6.5	Credit Limit	Set maximum credit limit per customer; system warns on exceed	Admin, Sales
6.6	Balance Tracking	Automatically track customer outstanding balance from sales and payments	Admin, Sales
6.7	Customer Statement	Generate detailed statement showing all transactions, payments, and current balance	Admin, Sales
6.8	Search Customers	Real-time search across customer name, contact, phone	Admin, Sales
6.9	Sort Columns	Click-to-sort on any column	Admin, Sales
6.10	Pagination	Configurable page size with page navigation	Admin, Sales
6.11	CSV Export	Export customer list to CSV file	Admin, Sales
6.12	Bulk Selection	Select multiple customers for bulk operations	Admin, Sales

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7. Accounting

#	Feature	Description	Roles
7.1	General Ledger (GL)	View all GL entries with account codes, descriptions, debits, and credits	Admin, Accountant
7.2	Create GL Entry	Manually create general ledger entries	Admin, Accountant
7.3	Debit/Credit Vouchers	Create and view debit and credit voucher entries	Admin, Accountant
7.4	Journal Entries	Create compound journal entries with multiple debit/credit lines	Admin, Accountant
7.5	Trial Balance	Generate trial balance report showing all account balances	Admin, Accountant
7.6	Profit & Loss Statement	Generate P&L statement showing revenue minus expenses for a period	Admin, Accountant
7.7	Balance Sheet	Generate balance sheet showing assets, liabilities, and equity	Admin, Accountant
7.8	Bank Reconciliation	Reconcile bank statements with GL entries; match and mark transactions	Admin, Accountant
7.9	Expense Management	Full CRUD for expenses with category, description, amount, and date	Admin, Accountant
7.10	Expense Categories	Classify expenses by category (rent, utilities, salaries, transport, etc.)	Admin, Accountant
7.11	Chart of Accounts	Define and manage the chart of accounts (account codes, names, types)	Admin, Accountant
7.12	Search GL Entries	Real-time search across account code, description, reference	Admin, Accountant
7.13	Date Range Filter	Filter accounting entries by start and end date	Admin, Accountant
7.14	Sort Columns	Click-to-sort on any column	Admin, Accountant
7.15	Pagination	Configurable page size with page navigation	Admin, Accountant
7.16	CSV Export	Export accounting reports to CSV file	Admin, Accountant

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8. User Management

#	Feature	Description	Roles
8.1	User List	View all users in a sortable, searchable, paginated DataTable	Admin
8.2	Create User	Add new user with full name, email, password, and role assignment	Admin
8.3	Edit User	Modify user details (name, email, role)	Admin
8.4	Delete User	Remove a user account	Admin
8.5	Role Assignment	Assign one of four roles: Admin, Production, Sales, Accountant	Admin
8.6	Status Toggle	Activate or deactivate user accounts (soft disable)	Admin
8.7	Password Management	Admin-initiated password reset; users can change own password	Admin, All users (own password)
8.8	Search Users	Real-time search across name, email, role	Admin
8.9	Sort Columns	Click-to-sort on any column	Admin
8.10	Pagination	Configurable page size with page navigation	Admin
8.11	Seed Users	Pre-configured default accounts: admin, production, sales, accountant	Admin

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9. Activity / Audit Log

#	Feature	Description	Roles
9.1	Audit Log List	View all system actions in a chronological, searchable, paginated DataTable	Admin
9.2	Action Recording	Automatically log all create, update, delete, and approval actions	System (automatic)
9.3	User Attribution	Each log entry linked to the user who performed the action	Admin
9.4	Entity Tracking	Log entry records which entity type and entity ID was affected	Admin
9.5	IP Address Logging	Record the client IP address for each action	Admin
9.6	Date Range Filter	Filter audit log entries by start and end date	Admin
9.7	Search Audit Log	Real-time search across user name, action, entity type, details	Admin
9.8	Sort Columns	Click-to-sort on any column (timestamp, user, action)	Admin
9.9	Pagination	Configurable page size with page navigation	Admin

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10. Requisitions

#	Feature	Description	Roles
10.1	Requisition List	View all requisitions (own and team) in a sortable, searchable, paginated DataTable	Admin, Production, Sales, Accountant
10.2	Create Requisition	Submit new requisition with type, description, and amount	Admin, Production, Sales, Accountant
10.3	4-Level Approval Chain	Requisitions pass through 4 approval levels: Request → Supervisor → Manager → Accounts → MD	Admin, Production, Sales, Accountant
10.4	Level 1 Approval (Supervisor)	Supervisor reviews and approves/rejects	Admin, Production, Sales, Accountant
10.5	Level 2 Approval (Manager)	Manager reviews and approves/rejects	Admin
10.6	Level 3 Approval (Accounts)	Accounts department reviews and approves/rejects	Accountant
10.7	Level 4 Approval (MD)	Managing Director provides final approval	Admin
10.8	Approve Requisition	Approve at current level; advancement to next level	Respective approver role
10.9	Reject Requisition	Reject at current level with reason; workflow terminates	Respective approver role
10.10	Status Tracking	Track requisition status: pending, level_1_approved, level_2_approved, level_3_approved, approved, rejected	Admin, Production, Sales, Accountant
10.11	Email Notifications	Send email alerts when requisition reaches approval stage or is approved/rejected	System (automatic)
10.12	View Requisition Detail	View full requisition details including approval history	Admin, Production, Sales, Accountant
10.13	Search Requisitions	Real-time search across type, description, status, requester name	Admin, Production, Sales, Accountant
10.14	Sort Columns	Click-to-sort on any column	Admin, Production, Sales, Accountant
10.15	Pagination	Configurable page size with page navigation	Admin, Production, Sales, Accountant

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11. Reports

#	Feature	Description	Roles
11.1	Consolidated Report	Cross-module reporting combining data from inventory, sales, production, and accounting	Admin, Accountant
11.2	Inventory Report	Stock levels, movements, and valuation summary	Admin
11.3	Sales Report	Revenue by period, by customer, by product	Admin, Accountant
11.4	Production Report	Production output, yield %, cost analysis by period	Admin
11.5	Expense Report	Expense summary by category, by period	Admin, Accountant
11.6	AR Aging Report	Outstanding receivables by age bucket (current, 30, 60, 90+ days)	Admin, Accountant
11.7	CSV Export	Export any report to CSV file	Admin, Accountant
11.8	Date Range Filter	Filter reports by start and end date	Admin, Accountant

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12. System Settings

#	Feature	Description	Roles
12.1	System Settings	Configure global system settings (company name, default currency, tax rate, etc.)	Admin
12.2	Email Configuration	Configure Resend API key and sender email address	Admin
12.3	Stock Alert Thresholds	Set global low-stock alert threshold	Admin

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13. Cross-Cutting Features

These features apply across multiple or all modules:

#	Feature	Description	Roles
13.1	DataTable Component	Sortable, searchable, paginated, selectable table with consistent styling	All
13.2	SearchBar Component	Debounced text input for real-time data filtering	All
13.3	Pagination Component	Page navigation with configurable page sizes (10, 25, 50, 100)	All
13.4	AlertBadge Component	Visual badge showing count of alerts or pending items	All
13.5	BulkActions Component	Multi-select action bar appearing when items are selected	Admin, Production, Sales, Accountant
13.6	UndoButton Component	Time-limited undo (5-second window) after destructive actions	Admin, Production, Sales, Accountant
13.7	Toast Notification System	Non-blocking notification popups for success, error, info, and warning messages	All
13.8	ConfirmDialog Component	Modal confirmation dialog before critical actions (delete, reject)	All
13.9	PasswordInput Component	Text input with eye icon toggle for show/hide password visibility	All (login, password change)
13.10	Dark/Light Theme Toggle	Switch between dark and light UI themes; preference persisted in localStorage	All
13.11	Keyboard Shortcuts	Common keyboard shortcuts for navigation and actions	All
13.12	CSV Export (Global)	Export any data table to CSV with proper formatting	Admin, Production, Sales, Accountant
13.13	Responsive Layout	Mobile-friendly sidebar navigation and responsive data tables	All
13.14	Loading States	Visual loading spinners/skeletons during API calls	All
13.15	Error Handling	Graceful error handling with user-friendly error messages	All
13.16	Form Validation	Client-side and server-side validation with inline error messages	All
13.17	Breadcrumb Navigation	Context-aware breadcrumbs showing current location in app	All
13.18	Protected Routes	Route guards redirecting unauthenticated users to login	All
13.19	Auto-Logout	Session timeout on JWT expiry; redirect to login	All
13.20	SPA Fallback Routing	Nginx try_files directive ensuring client-side routes work on page refresh	System

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14. Email Templates

#	Template	Trigger	Description
14.1	Welcome Email	New user creation	Branded welcome email with login credentials and system link
14.2	Password Reset	Forgot password request	Secure password reset link with expiry
14.3	Invoice Email	AR invoice creation	Invoice attachment/link sent to customer
14.4	Statement Email	Customer statement generation	Monthly or on-demand statement sent to customer
14.5	Monthly Report	Scheduled / on-demand	Consolidated monthly business report
14.6	Low Stock Alert	Stock below threshold	Alert to inventory manager when stock is low
14.7	Requisition Alert	Requisition status change	Notification to approver when requisition reaches their level

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15. Seed Data

The system ships with pre-configured seed data for immediate use:

Seed Users

Email	Full Name	Role
admin@loftygoldenoil.com	System Administrator	Admin
samuel@loftygoldenoil.com	Samuel	Production
fatima@loftygoldenoil.com	Fatima	Sales
ngozi@loftygoldenoil.com	Ngozi	Accountant

Note: All seed accounts use a default password that must be changed on first login.

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Document version: 1.0 — July 2026