Salesync

Backend API

A central ASP.NET Core API responsible for:

• Authentication
• Authorization
• Domain logic
• Sales workflows
• Inventory operations
• Treasury workflows
• Reporting
• Business rules

Sales Rep PWA

A Blazor WebAssembly Progressive Web App that lets field sales representatives work through their operational workflow from a mobile-friendly interface.

BackOffice

An administrative Blazor application for management, operational monitoring, and master-data workflows.

Identity & Role Management

Authentication is based on ASP.NET Identity and JWT. JWT claims also carry operational context such as SalesRepId where required.

• Admin
• Sales Representative
• Supervisor
• Warehouse
• Treasury
• General users

Sales Representatives

Each rep has a business profile: code, name, phone, branch, representative type, assigned user, supervisor, and operational limits.

Routes & Customers

Field-sales routes carry branch, region, city, area, channel, Go-To-Market classification, category, business unit, and assigned sales representative. Customers are assigned to specific routes.

Sessions & Customer Visits

Reps operate within sessions that form the foundation for daily field activity. Visits are tracked and can result in sales activity, completed visits, or non-sale operational outcomes.

Sales Invoices & Collections

A complete invoice domain with statuses (Draft, Confirmed, Cancelled) and payment states (Pending, Paid, Partially Paid, Overdue). Payments are registered against invoices and flow into treasury and reporting.

Returns

Invoice returns and operational return handling, with reasons such as good product, damaged product, expired product, and wrong delivery.

Inventory & Load Requests

Stock balances, stock movements, sales-rep inventory, and warehouse workflows. Reps request stock through a controlled approval workflow — a controlled movement of inventory instead of arbitrary stock modification.

Pending → Approved / Rejected → Warehouse Confirmed · Cancelled

Supervisor Operations

Supervisors work only with their own reps, team routes, route customers, and operational reports. Authorization is applied at the business-service level, not just by hiding UI elements.

Treasury & Day Closing

Treasury and day-closing workflows connect field operations with financial settlement, tying operational cash activity back to sales activity.

Reporting

Management KPIs: gross sales, net sales, collections, returns, invoice count, visits, active reps, and customers visited. Admin reporting adds branch summaries, sales-rep ranking, and organization-wide views.

Offline-Oriented PWA

An IndexedDB-based local layer with stores for a synchronization queue and routes — the foundation for storing field operations locally and syncing when connectivity returns.