Role-based access
Admin and Salesperson roles enforced in the database with Row-Level Security and a security-definer is_admin() check.
IDEAXProject Delivery Blueprint · SaaS Platform — Web & Mobile
- Client Partner
- Trimzo Hygiene
- Target Industry
- FMCG Distribution & Field Sales
- Platforms
- Web · Android
- Live URL
- Private
Scope Description
Tech Stack
- Next.js 14
- TypeScript
- Tailwind CSS
- React Native
- Expo + EAS
- Supabase
- PostgreSQL
- Row-Level Security
- Recharts
The Challenge
Trimzo's salespeople were billing shopkeepers by hand. The brief: one platform where admins plan the week, salespeople raise a proper invoice at the shop counter in under a minute, and every sale instantly updates stock, customer balances and the dashboard.
- Field-First
- Role-Based
- Real-Time Stock
- PKR & WhatsApp Native
- 2
- Apps — web portal & Android
- 1
- Shared Supabase backend
- 2
- Roles with row-level security
- 7
- Day route planning per salesperson
Workflow
How a sale moves through the platform — from the admin's weekly plan to the shopkeeper's phone.
AdminSalespersonSystem
- Admin
Set up products, stock & team
Admin manages the fixed product list and box prices, records stock-in and free samples, and adds, activates or deactivates salespeople.
- 1 box = 48 pcs
- 1 carton = 12 boxes
- Stock-in & samples
- Admin
Plan the week's routes
Each salesperson gets an area for every day of the week (Mon–Sun), so the field team always knows where to go.
- Daily Routes
- 7-day plan
- Salesperson
Log in & see today's route
Role-based login sends salespeople straight to their dashboard — today's route card, invoice count and recent invoices.
- Role-based routing
- Supabase Auth
- Salesperson
Create the invoice at the shop
Enter shopkeeper details and snap a photo of the shop, pick products from a dropdown — box price auto-fills — and enter quantity in boxes. The bill summary updates live.
- Camera / gallery photo
- Auto-filled prices
- Live bill summary
- System
Find-or-create the customer
On save, a database function normalises the Pakistani mobile number, links the invoice to an existing customer or creates a new one, and issues the next sequential invoice number.
- create_invoice_with_customer()
- normalize_pk_mobile()
- TZ-2026-000001
- Salesperson
Share the bill on WhatsApp
A branded PDF invoice is generated on the phone and shared with the shopkeeper on WhatsApp in one tap.
- PDF generation
- WhatsApp share
- System
Stock & balances update themselves
Current stock is calculated as stock-in − sold − samples, and customer balances are derived from invoices — never stored twice, so the numbers can't drift.
- No denormalised balances
- Low-stock alerts
- Admin
Track performance
The admin dashboard shows summary cards, a revenue chart, a salesperson leaderboard, low-stock alerts, outstanding customers and full customer records.
- Recharts
- Leaderboard
- Outstanding customers
Core Modules
Smart invoicing
Sequential invoice numbers, PKR formatting, Pakistani mobile validation and box-based quantities.
PDF + WhatsApp
Every bill becomes a clean PDF that the salesperson shares with the shopkeeper on WhatsApp.
Live inventory
Fixed product catalogue with stock-in, free samples and sold units — stock is always calculated, never guessed.
Daily routes
A weekly area plan per salesperson, surfaced as a "today's route" card on their dashboard.
Customer records
Searchable shopkeeper records with shop photos, scoped by role, linked automatically by phone number.
Admin analytics
Revenue chart, leaderboard, low-stock alerts and outstanding balances in one dashboard.
Built for Pakistan
Asia/Karachi timezone, PKR currency and local phone formats throughout.
Architecture
Deployed web app
Admin Web Portal
- Next.js 14
- TypeScript
- Tailwind CSS
- Recharts
Android via EAS Build
Salesperson App
- React Native
- Expo
- TypeScript
- PDF + Share
Supabase
Shared Backend
- PostgreSQL
- Auth
- Row-Level Security
- RPC Functions
- Storage
Data model
- users / salespeople
- customers
- invoices
- invoice_items
- products
- stock_movements
- routes
- customer-images (storage)
- Client
- Trimzo Hygiene
- Platforms
- Web · Android
- Designed & Built by
- IdeaX Dubai
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