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Web platform · Distribution

Ledgerly OpsConcept

An operations dashboard that unifies orders, stock, and invoices so a growing distributor can stop reconciling spreadsheets.

Concept interface with demo data. Not a client project.
Client
No client (concept)

Concept project — no real client. Created to show how we would approach this kind of product.

Industry
Distribution
Platforms
Web
Delivery scope
  • Process mapping
  • UX/UI design
  • Web application
  • Accounting integration
  • Team training
Technologies
  • Next.js
  • TypeScript
  • PostgreSQL
  • Paystack

Overview

The scenario

Ledgerly Ops imagines a regional distributor whose sales, warehouse, and finance teams each keep their own spreadsheet. The concept brings them into one web application with a shared view of every order.

The problem

Orders are confirmed before stock is checked, invoices are typed twice, and nobody knows which customers are over their credit limit until finance chases them.

Our solution

A single order record flows from quote to delivery to invoice. Stock is reserved when an order is confirmed, credit limits are checked automatically, and invoices are generated from the delivered quantities.

User journey

How someone actually uses it

  1. 1

    Take the order

    Sales creates an order and sees live stock and the customer's credit position.

  2. 2

    Reserve stock

    Confirming the order reserves items so the warehouse can't double-allocate.

  3. 3

    Pick and pack

    The warehouse works from a pick list and records any shortages.

  4. 4

    Invoice

    An invoice is generated from delivered quantities and can be paid online.

  5. 5

    Review

    Managers see overdue invoices, low stock, and top customers on one dashboard.

Web

Product screens

4 screens from the web application.

Screen 1 of 4: Overview: orders, stock, and invoices on one screen.

Swipe, use the arrow keys, or pick a thumbnail. Screens are concept designs with demo data.

Read descriptions of all 4 screens
  1. 1. Web

    Overview: orders, stock, and invoices on one screen.

    Operations overview with order, stock, and invoice figures and a trend chart

  2. 2. Web

    Orders move from quote to invoice in one record.

    Orders table filtered to open orders with status labels

  3. 3. Web

    Stock is reserved as soon as an order is confirmed.

    Inventory item detail showing available, reserved, and incoming stock

  4. 4. Web

    Invoices come from delivered quantities, with online payment.

    Invoice detail with line items and a payment link

Key features

What it does

  • 01

    Live stock

    Available, reserved, and incoming stock per item and warehouse.

  • 02

    Credit checks

    Warnings before confirming orders for customers near their limit.

  • 03

    Invoice generation

    Invoices created from what was actually delivered.

  • 04

    Online payment links

    Customers can pay invoices through a payment provider.

  • 05

    Role-based access

    Sales, warehouse, and finance see and do only what they need.

  • 06

    Audit trail

    Every change to an order or price is recorded with who and when.

Approach

Design and development

Design

We mapped the real order process with each team before designing screens, then tested the order form with sales staff to remove unnecessary fields.

Development

A Next.js application on PostgreSQL with transactional stock reservation, server-side permissions, and an integration layer for accounting export.

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