Partnership Info

Profit pool, shareholders & reporting · left‑nav integrated

Use Products or Batches from the sidebar.

ID ↕Name ↕SKU ↕EPOS ID ↕Sale price ↕
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ID ↕Name ↕SKU ↕EPOS ID ↕Sale price ↕
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ID ↕Name ↕SKU ↕EPOS ID ↕Sale price ↕
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Batch ↕Product ↕EPOS ↕Supplier ↕Qty ↕Remain ↕Cost ↕Date ↕
Batch ↕Product ↕EPOS ↕Supplier ↕Qty ↕Remain ↕Cost ↕Date ↕
Batch ↕Product ↕EPOS ↕Supplier ↕Qty ↕Remain ↕Cost ↕Date ↕
CSV / Excel Upload
Select a CSV or Excel file
Draft Batches
BatchProductSKUSupplierEPOS
Edit / Add shareholder

Double-click a shareholder row to review here. Save API is still pending.

Shareholders

Share % is the shareholder ownership ratio. Formation is USD; actual investment, gain, and balance are GBP. Loss/recovery compares current GBP value back to formation USD.

Name ↕ Formation % ↕ Investment % ↕ Actual investment (GBP) ↕ Formation (USD) ↕ Loss (USD) ↕ Recovery % ↕ Gain (GBP) ↕ Balance (GBP) ↕ Status ↕
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Totals will appear here
Settlement & payment

Record a payment to a shareholder and deduct from their shares/balance – coming soon

Sync products & sales

Pulls from Core Backend into this service: dim_products (for batch matching) and order lines into synced_order_lines (for FIFO). Requires CORE_BACKEND_URL and matching PROFIT_SERVICE_SYNC_SECRET.

Sync status
Idle. Click a sync button or refresh status.
Weekly profit
WeekTotal profit21investzmzm
Monthly / total profit
Monthly and total profit aggregation – coming soon
Profit Overview
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Products (catalog)
IDNameSKUEPOS IDSale price
Sales Allocations
IDOrderEPOSBatchQtyProfitDate
Migration Dashboard
Shareholders
Fully settled
Partially sold
Unsold
Profile preferences

Email notifications, language, region

Security & access

2FA, API keys, session management

Partnership settings

Shareholder weighting, profit rules, migration defaults

⚙️ Settings fully inside dashboard – no external link