Reporting line: Field agents submit to Accountant, Accountant consolidates for Manager, Manager submits executive brief to Managing Directors and Board.
Admin daily checklist
System owner view — users, approvals, exceptions, then reporting-chain health. Day-to-day depot close stays with RDC / Manager.
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Step
Status
Action
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Executive daily checklist
Board/MD view — monitor only. Open Director brief, then acknowledge the manager PDF pack.
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Step
Status
Action
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Month reviewView sales, targets & cash flow for any month:
Warehouse
—
crates total
Revenue today
—
UGX
Crates sold
—
today
Revenue MTD
—
UGX
Vehicles out
—
active now
Edit requests
—
pending
Cash still out
—
open + opening
Monthly sales targets — —
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Cash still out — monthly trendRecurring from previous months
Outstanding cash follows customers month to month — every open cash-out from previous months is carried forward automatically.
Month
Cash still out (UGX)
vs previous
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Admin action center
Priority
Item
Count
Action
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Sales vs Expenses vs ProfitLive
Sales
Expenses
Profit
Product share — MTD
Monthly profit trend
Executive PDF reports (from Manager)
Daily briefs and finance packs arrive as PDFs through the reporting chain: Field → Accountant → Manager → Executive.
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ℹExecutive: You can freeze or unfreeze accounts (Active toggle). Adding or editing users stays with Admin.
Name
Role
National ID
Phone
Vehicle assigned
Active
Actions
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Weekly cadet, vehicle & route assignments
Only the main Admin can change these recurring Monday–Saturday assignments. Managers use them during dispatch.
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ℹField users cannot modify sales directly. All changes require manager or admin approval.
Pending requests—
Ref
User
Type
Reason
Details
Time
Action
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ℹLive exception queue — aggregated from stock, cash, cadet flags, welfare, edit requests, and pending sales. Resolve each item in its linked screen.
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Exception queue
Type
Reference
Severity
Owner
Status
Detail
Action
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Report filters
Revenue MTD
—
UGX
Expenses MTD
—
Net profit
—
Cartons MTD
—
Sales vs Expenses vs Profit — live
Sales
Expenses
Profit
Report detail
Audit filtersAdmin only
System audit log0 entries
When
User
Table
Action
Changes
View
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Welcome back
—
Checking…Loading…
Field EOD
Cash
Trips
Balancing
Pack
—
—
1
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Field cash pendingConfirm trip cash when cadets return — required before the manager pack.
Cadet reports flaggedSales, cash, or expense issues need RDC review.
Depot alertsItems need your attention.
Month-end checklist
Last days of the month — complete month-end notes and controls.
Depot stock status (view only) + director snapshot
ℹ
Opening and closing stock counts are entered by the manager. RDC reviews the figures here for balancing and the director pack.
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Product
SKU
Qty
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ℹ
Manager delivery confirmation
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History & depot alerts
Staff welfare: log requests in the
— synced for manager and leadership.
Recent sheets
Tap a day to open its balancing sheet
✓ Balanced✗ Not balanced
Date
Status
Variance
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✓ Balanced✗ Not balanced
UnsavedLoading…draft
✓
Balancing submitted
Manager will review your sheet. You can still open it read-only, or send today's pack.
Cadet reports receivedEdit if a cadet made a mistake
Vehicle
Cadet
Sales (UGX)
Cash (UGX)
Status
① Sales
② Cash
③ Submit
Step 1 of 3 — Sales
Enter verified figures or import sales from depot orders.
ℹ
This sheet is read-only.
Sales by brand × vehicle
Products grouped like the depot sales book: CSD · ENERGY · JUICE · WATER · OTHER. Cadet data fills the matching vehicle column. Unit prices are set by admin.
Expenses
Cash balance
Cadet cash reconciliation
Expected cash is calculated from vehicle sales and recoveries, less operational expenses. Shortage/excess is shown as a result and cannot hide missing cash.
Vehicle
Sales
Expenses
Expected
Handed over
Result
Optional — recovery & cash out
Recovery = cash collected today on routes. Outstanding customer balances are managed by your manager (not entered here).
Recovery (collections)
Cash out
Grand total
0
Expenses
0
Actual cash
0
Cash missing / excess
0
00
Notes for manager
—
Staff welfare register—
New entry
Saved to the depot database — visible to accountant, manager, and leadership on any device.
Register
Date
Staff
Type
Amount
Status
Notes
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Cash handover
Confirm field cash—
Enter what you physically received. Use Match if it equals the reported amount.
Trip
Cadet
Route
Returned
Reported
Received
Variance
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Confirmed today
Trip
Cadet
Reported
Received
Variance
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Month-end
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ℹCCBA and EFRIS integrations are not connected in this build. Month-end notes and checklist sync to manager and leadership.
Monthly fixed costs
Manager enters these for director P&L (monthly ÷ days). Not part of daily stock taking.
Monthly totalUGX 0
Month-end checklist
Monthly notes
More notes (bottlenecks, SOP updates)
Advanced — live KPIs & alerts
Cash flow (MTD)
UGX 0
Receivables
UGX 0
Gross margin
0%
Proactive alerts
ℹReview daily RDC submissions. Use Edit report to correct mistakes, then Approve. Select multiple rows to bulk approve. Open Comments for a note thread with the accountant.
RDC daily sheets review queue
—
0 selected
Date
Status
Grand total
Variance
Submitted
Review
Action
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Comment thread
1. Stock taking (do this first)
Start the day with opening stock. Close with 7pm closing stock. RDC only views these counts.
Opening stock (7am)Checking…
Closing stock (7pm)Checking…
ℹManager reporting role: Receive consolidated reports from Accountant and submit final daily brief to Executives.
Warehouse
—
live
Sales today
—
live
To confirm
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Edit requests
—
Daily checklist & handoff
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Approvals & alerts
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Sales awaiting confirmation—
User
Vehicle
Customer
Amount
Time
Action
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ℹMonthly sales targets: Set the SODA and WATER target (crates) for each cadet and for the depot. Targets come in monthly from management — enter them here at the start of the month. The executive board then shows overall + per-cadet target vs actual.
Sales targets — —
Leave a field at 0 when a unit has no target for that category. The DEPOT row is the depot's own sales target (its own column in the RDC sheets).
Sales unit
Cadet
Type
SODA target (crates)
WATER target (crates)
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ℹDaily CCBA reporting: Fill Inventory + OCCD, then save — boards lock automatically to prevent accidental edits. Use Edit when you need to change figures. Submitted boards feed the executive brief PDF.
Board dateInventories: DraftOCCD: Draft
ℹRoute tracking: Each vehicle is assigned a route with driver and cadet. Positions update from phone GPS when field staff are on trip, or estimated from stop progress.
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Legend
🏭 Depot🚛 Truck on route🛺 Tuktuk on routeNumbered circles = customer stops in route orderDashed line = planned route path
1. Stock taking (start here)
ℹ
One stock taking page. Count opening stock at 7:00 AM before dispatch (it locks after save — use Edit to correct), then closing stock from 6:30 PM. RDC sees these figures read-only.
Depot stock balancing sheet
Matches LAPOK BOOK page 1 — Brand + exact flavor SKUs. Purchase comes from Coca-Cola deliveries (not typed here).
Date
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Opening stock status
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Closing stock status
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ℹ
Purchase = cartons received on Record Coca-Cola delivery. Save a delivery, then this column updates automatically. Sales come from cadet sales reports and fill in automatically — you only count Opening and Closing stock. Opening stock locks after you save it — use Edit to correct it. Closing stock is pre-filled from today's warehouse count + the stock cadets returned in the evening — adjust it to match your physical count.
Brand
SKUs
Opening stock
Purchase
Sales
Closing stock
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Stock taking — save the counts—
2. Deliveries
Confirm Coca-Cola deliveries — today—
After stock taking, confirm that today’s supplier deliveries match the waybill.
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Current warehouse stock
Product
SKU
Warehouse
With vehicles
Sold today
Level
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Coca-Cola delivery records — today
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Coca-Cola delivery
ℹ
Record the supplier truck delivery against the waybill. Quantities update warehouse stock and fill Purchase on the stock balancing sheet for that day.
Delivery details
Products delivered—
Grouped like the stock book. Leave qty at 0 for products not on this truck.
Brand
Product
Qty ordered
Qty delivered
Batch no.
Expiry
Unit cost
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Condition & notes
Vehicle dispatch
ℹ
Cadet and route are taken from the main Admin's weekly assignment for today and cannot be changed during dispatch. Load quantities are deducted from warehouse stock.
Today's dispatch log
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Current warehouse stock
Product
SKU
Warehouse
With vehicles
Sold today
Level
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Director brief
Revenue
—
Variable expenses
—
Fixed (daily)
—
Total expenses
—
Gross profit
—
Net operating
—
P&L snapshot—
Expense ratio—
Shortages & variances
Cash variance—
Stock variance—
RDC variance—
7pm depot readiness
Opening stock (7am)—
Closing stock (7pm)—
RDC sheet—
Readiness—
Trips returned / still out0 / 0
ℹSingle entry: Build the replenishment order here in Outpost, then open MyCCBA to submit. Paste the CCBA confirmation number back — no duplicate line entry.
Replenishment orderDraft
Outpost ref: New order (unsaved)
Product
Warehouse
Min
Order qty
CCBA SKU
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0 lines to orderAssisted portal · Phase 1
Recent CCBA orders
Outpost ref
Status
Lines
Created
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Status timeline
Save an order to see events.
Sales by period
Period
Cartons
Revenue
Vehicle performance
Vehicle
Trips
Cartons
Revenue
Top products
Product
Cartons
Revenue
ℹReporting line: Submit your end-of-day stock and cash report to the Accountant for consolidation to Manager and Executives.
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Load today
—
cartons
Taken
—
cartons loaded
Sold
—
—
Remaining
—
on vehicle
Receipts
—
Stops done
—
My product breakdown
Product
Loaded
Sold
Remaining
Today's sales
Time
Customer
Amount
Status
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ℹLoading route…
Route stops—
Route summary
Stops—
ℹFiscal-first: Ring up the sale on the cash register. The receipt appears below — pick the customer and tap Record in Outpost. Products and amounts are not re-entered.
Fiscal receipts today0 pending
Select a receipt from the fiscal device to link it in Outpost.
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📦
Dispatch awaiting confirmation
Your manager loaded the vehicle for today's route. Check the load below, then confirm receipt to go on route.
⚠
After 7:00 PM — submit soon and add a note if cash differs from sales.
ℹ
No active trip. Ask your manager to dispatch your vehicle.
Loaded today
—
cartons on vehicle
Depot products
—
lines to report
Report
—
—
Sales / cash
—
After submit
My monthly targets — —
How you are performing against the monthly SODA / WATER targets the manager set for your vehicle.
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Messages from depot
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Stock on vehicle (by group)
Group
Product
Loaded
ℹEnter today's sales and expenses. RDC is notified automatically if something needs attention.
🔒
Submitted report — read only. You can review what you sent to RDC. Editing is locked after submit.
Today's report—Read only
Vehicle / route—
Product
Loaded
Sold (qty)
Amount (UGX)
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Sales totalUGX 0
Auxiliary information
Matches LAPOK book page 2 for your vehicle — fuel, lunch, discount, shortage, repairs, parking, transport, paper roll, promotion, and other.
Report historyRead only
This pulls the server-stored copy already used by RDC and Manager. Cadets can review it here, but cannot change it from this screen.
Reports this month—
✓ Balanced✗ Not balanced
ℹ
No submitted cadet reports for this month yet.
Date—
Vehicle / route—
SalesUGX 0
Cash handedUGX 0
ExpensesUGX 0
Balanced (RDC)—
Item
Amount (UGX)
—
StatusLocked server copy
—
Product
Sold
Amount
Pick a day to review the stored report.
Any accountant or manager correction is tracked in Admin audit logs and does not come from this cadet view.
ℹ7pm close snapshot for fast depot consolidation.
Stock reconciliation (7pm snapshot)
Product
Loaded
Sold
Counted now
Variance
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Cash and issues
Sales todayUGX 0
Cash to hand overUGX 0
Trip close
Vehicle—
Route—
Status—
Close summary
Returns lines0
Stock variance units0
Cash varianceUGX 0
ℹ
Unsold stock is recorded from the live end-of-day report for the assigned trip.
Add new user
Personal details
Vehicle assignment
Account
Edit user
Audit entry details
Dispatch vehicle
ℹ
Cadet and route are taken from the main Admin's assignment for today and cannot be changed during dispatch.
Product
In warehouse
Crates to load
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Add new customer
Confirm CCBA order number
After submitting in MyCCBA, paste the confirmation numbers here so Outpost tracks the order without re-entry.
Add route
My profile
Change password
Request sale edit
⚠Goes to manager for approval. Sale unchanged until approved.
Request sale cancellation
⚠Requires manager approval. Sale stays active until then.
Notifications
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Messages
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Message
From—
Received—
Send executive PDF pack?
⚠
Final reporting action
This will generate and send two documents to the Executive / Board inbox.
Reporting date—
RecipientExecutive / Board
Document 1Executive operations brief
Document 2CCBA boards companion
Correct cadet report
ℹ
Fix mistakes here. This updates the cadet report and re-syncs the vehicle column on the RDC sheet.