IM Trading Lanka — Business Portal

Revenue (Jan–May)

LKR 39.2M

2026 YTD

Gross Profit

LKR 8.1M

20.7% margin

Net Profit

LKR 2.75M

7.0%

BOC + AMANA

LKR 65.7M

Bank balance

Accounts Payable

LKR 150.2M

⚠️ Monitor

Slow Stock Value

LKR 0

18 items

Monthly Revenue

Sales Rep performance — September

Distributor — pending orders

0

No pending orders

Rep channel — pending orders

0

No pending orders

📦

Warehouse — Ready to Dispatch

Approved orders waiting to be packed and sent

0 ready

No orders ready to dispatch.

🏪 Distributor Channel — Managed directly by store manager. No commission. Selective discounts only.

All distributor orders

Order #	Distributor	Date	Items	Value	Status	Action
No orders yet

⏱️ Push time-limited selective discounts to specific distributors. Distributor sees a special price badge in their catalog.

Create new discount offer

Distributor

Product

Discount %

Days Active

👤 Sales Rep Channel — Commission: '+COMM_CONFIG.label+' when monthly sales ≥ LKR 1,000,000. Each rep has assigned customers by region.

Team Sales (September)

—

Commission Due

—

To reps who hit 1M

Reps Hit Target

—

Total Customers

—

All sales reps — September performance

Rep	Region	Customers	September Sales	Target	Progress	Commission	Status

All rep channel orders

Order #	Rep	Customer	Date	Value	Auto-approved	Status	Action
No orders yet

⚠️ Non-Moving Stock — 18 products. Cashback offers are for the Sales Rep channel only. Select which products and which rep regions get the cashback offer.

💰 Tier 1: ≥ LKR 100,000 → 12% cashback 💰 Tier 2: ≥ LKR 200,000 → 15% cashback 📋 Rule: Max 30% from any single product 👤 Channel: Sales Rep customers ONLY

Capital Tied Up

—

Recovery Value

—

If all sold at clearance

With Cashback

—

Products activated

Rep Regions Active

—

👤 Create and manage sales rep accounts. New reps can log in immediately after you save.

➕ Add New Sales Rep

Full Name

Region / Area

4-Digit PIN

Monthly Target (LKR)

Auto-approve limit (LKR)

Orders below this value auto-approved. 0 = all orders need approval.

All Sales Reps

0 reps

Name	Region	PIN	Monthly Target	September Sales	Commission	Customers	Auto-approve	Actions

👥 Add and manage customers for the Sales Rep channel. Each customer is assigned to one rep. You can also set a custom auto-approve limit per customer — overrides their rep's limit.

➕ Add New Customer

Customer Name

Region / Area

Assigned to Rep

Outstanding Balance (LKR)

Auto-approve limit (LKR)

Custom limit for this customer only. 0 = use their rep's limit.

Contact / Notes

Filter by rep:

All customers 0

Customer Name	Region	Assigned Rep	Outstanding	Auto-approve	Contact	Actions

📥

Chart360 Import Centre

Download your daily reports from Chart360, upload them here. Portal updates automatically — no manual entry needed.

Supported: Inventory Report · Rep Sales Report · Both as CSV or Excel

📋 How to export from Chart360 daily

Step by step

📦 Inventory Report

1. Log in to Chart360
2. Go to Inventory → Stock Report
3. Set date to today
4. Click Export → CSV
5. Upload the file below ↓

👤 Rep Sales Report

1. Log in to Chart360
2. Go to Sales → Sales by Rep
3. Set date range to this month
4. Click Export → CSV
5. Upload the file below ↓

📦 Inventory Import

Updates stock quantities on all products in the portal. Expected columns: Product Name / SKU, Quantity, Cost Price

📂

Drop CSV file here or click to browse

Chart360 inventory export · CSV format

👤 Rep Sales Import

Updates rep monthly sales totals and creates order records. Expected columns: Rep Name, Customer, Product, Quantity, Amount, Date

📂

Drop CSV file here or click to browse

Chart360 rep sales export · CSV format

📅 Import history

0 imports

Date & Time	Type	File	Records	Status
No imports yet. Upload your first Chart360 export above.

Today's Visits

0

across all reps

This Week

0

total check-ins

This Month

0

total check-ins

Unique Customers

0

visited this week

📊 Weekly summary — by rep

📍 All visits — live feed

No visits recorded yet. Reps check in from their My Customers page.

Revenue

LKR 39,155,021

COGS

LKR 31,031,029

Gross Profit

LKR 8,123,992

20.7%

Net Profit

LKR 2,751,086

7.0%

Expense breakdown — Jan to May 2026

Category	Amount (LKR)	% Revenue	Flag
Staff Salary	1,798,678	4.6%	Monitor
Personal Drawings	1,387,100	3.5%	High
Zakath	412,000	1.1%	Fixed
Staff Commission	277,656	0.7%	OK
Courier Charges	275,925	0.7%	Monitor
Petrol Allowance	228,050	0.6%	Monitor
Insurance	105,023	0.3%	Fixed
Rent	120,000	0.3%	Fixed

AI Business Agent

Full access · Powered by Claude

👋 Ayubowan Usman! Full access to your Chart360 data. What would you like to know?

My Purchases (September)

—

Outstanding Balance

—

Total (Jan–May)

—

Active Discounts

—

Special offers for you

My monthly purchases from IMT

🔒 Prices shown are your exclusive dealer rates. Check for 🎯 special offer badges — these are time-limited discounts just for you.

Add products to your order. Prices include any active special discounts.

Your order

0 items

📦 Add products from the left.

Order totalLKR 0

Total (Jan–May)

—

Outstanding Balance

—

Best Month

—

My portal orders

Order #	Date	Items	Value	Status
No portal orders yet.

—

Commission earned

—

My Sales (September)

—

Still to Target

—

Days Remaining

—

in September

My Customers

—

assigned to me

Cashback Offers

—

active in my region

September target progress

——

LKR 0LKR 500K (50%)LKR 1,000,000 🎯

Halfway

LKR 500,000

—

🎯 Target — '+COMM_CONFIG.label+' commission

LKR 1,000,000

—

⭐ Stretch

LKR 1,500,000

—

💰 Commission calculator

Live

If I reach this amount by end of September:

Type any amount to see your commission instantly

My commission would be

LKR 0

Enter an amount on the left

My customers — September sales

Customer	September Sales	Outstanding	Contribution

My Customers

—

Total Sales (September)

—

Total Outstanding

—

Across all my customers

Best Customer

—

📍 Visiting a new store?

Store not in your customer list? Log it as a new prospect with GPS and a note.

My assigned customers

Tap "Check In" when you visit

Customer	Region	September Sales	Outstanding	Status	Visit

💰

Cashback Offers — Your Region

Show these deals to your customers. Every sale counts toward your LKR 1M target and your '+COMM_CONFIG.label+' commission.

Active offers

—

Tier 1 — Customer earns

12% Cashback

Order ≥ LKR 100,000

Customer saves up to LKR 12,000

Tier 2 — Customer earns

15% Cashback

Order ≥ LKR 200,000

Customer saves up to LKR 30,000

🧮 Customer cashback calculator

Show this to your customer

Enter how much your customer wants to spend on clearance items — instantly shows their cashback and the 30% rule status.

Customer order amount (LKR)

📋 Condition: No single product can exceed 30% of the order. Encourage them to mix products.

Customer cashback earned

LKR 0

Enter amount to see

📋 30% rule: When your customer orders, no single product can be more than 30% of the total order. Tell them to mix products to qualify for cashback.

Placing order for

Cart

0 items

No items yet.

TotalLKR 0

Select a customer to enable

My order history

Order #	Customer	Date	Items	Value	Approval	Status
No orders placed yet.

Changes take effect immediately across the entire portal — rep dashboards, cashback calculators, commission totals all update instantly.

👤 Sales Rep Commission

Set the commission percentage reps earn when they hit their monthly target. Currently applies to all reps.

Commission Rate (%)

%

Common rates: 3% · 4% · 5% · 6%

Live preview

Rep hits LKR 1,000,000

LKR 40,000

Rep hits LKR 1,500,000

LKR 60,000

Rep hits LKR 2,000,000

LKR 80,000

Current rate: 4%

💰 Customer Cashback Tiers

Rep channel only

Set the cashback tiers for customers buying non-moving stock through your sales reps. Changes apply immediately to the cashback calculator and all rep portals.

Tier 1 — Starter cashback

Min order (LKR)

Cashback %

%

LKR 12,000 back on LKR 100,000

Tier 2 — Premium cashback

Min order (LKR)

Cashback %

%

LKR 30,000 back on LKR 200,000

Maximum single product % (the 30% rule)

%

No single product can exceed this % of the total cashback order. Keeps customers buying a mix of products.

Current active settings

WhatsApp Order Alerts — Active

Every order triggers a pre-filled WhatsApp to your number. Rep or distributor taps Send — you get notified instantly.

Your WhatsApp number

WhatsApp number (with country code, no + or spaces)

Sri Lanka example: 94 + your number without leading 0 → 94771234567

📍 Visit check-in notifications — separate number

This number receives WhatsApp alerts when reps check in at customers or log new prospects. Set to your warehouse or supervisor number.

Preview of what the message looks like:

🛒 NEW REP CHANNEL ORDER — IM Trading Lanka

📋 Order #: RO-48291
📅 Date: 09/06/2026
👤 Sales Rep: ${order.repName}
🏪 Customer: City Mobile Moratuwa

ITEMS:
  • Samsung Galaxy A15 × 5 — LKR 192,500
  • Type-C Cable 2m × 20 — LKR 14,000

💰 ORDER TOTAL: LKR 206,500
⏳ Pending your approval

Please log in to the portal to approve or reject.

Warehouse accounts

0 accounts

Each warehouse staff member gets their own login. They see dispatch queue, customers, and promotions only — no financial data.

Full Name

Password

Warehouse — additional access

📍 Rep Visit Tracker

Allow warehouse team to view rep customer visits and GPS check-ins

Off

When enabled, warehouse staff will see a "Rep Visit Tracker" tab — they can view all rep check-ins, GPS locations, and weekly summaries but cannot modify anything.

1️⃣

Rep places order

Order submitted in portal

2️⃣

WhatsApp opens

Pre-filled with full order details

3️⃣

Rep taps Send

You get notified instantly on WhatsApp

Monthly Revenue

Sales Rep performance — September

Distributor — pending orders

Rep channel — pending orders

Warehouse — Ready to Dispatch

All distributor orders

Create new discount offer

All sales reps — September performance

All rep channel orders

➕ Add New Sales Rep

All Sales Reps

➕ Add New Customer

All customers 0

📋 How to export from Chart360 daily

📦 Inventory Import

👤 Rep Sales Import

📅 Import history

📊 Weekly summary — by rep

📍 All visits — live feed

Expense breakdown — Jan to May 2026

My monthly purchases from IMT

🎯 Special Offers Active for You

Your order

My portal orders

September target progress

💰 Commission calculator

My customers — September sales

My assigned customers

🧮 Customer cashback calculator

Cart

My order history

👤 Sales Rep Commission

💰 Customer Cashback Tiers

Current active settings

Your WhatsApp number

Warehouse accounts

Warehouse — additional access

All customers — outstanding balances

How to do it

📦 Inventory Upload

👤 Rep Sales Upload

Import history

Order submitted!