An order and stock dashboard puts orders, stock and delivery progress on one screen: which order is waiting for material, which item is below safety stock, what ships today and who owns each order. Data comes from the AutoCount, Excel or Google Sheets you already use — connected directly where possible, imported from regular report exports where not, so you keep your accounting system. Reordering and order changes are still confirmed by a person. Best for trading, wholesale and manufacturing companies with many orders, many items and several people involved in each shipment.
1. Who it’s for
- Companies that invoice and keep accounts in AutoCount (or similar) but track order progress separately in Excel or WhatsApp groups
- Businesses with many items that discover stock-outs too late, or carry too much stock
- Orders that pass through purchasing, warehouse, packing and delivery
- Owners who ask every day “how many orders went out, and which are late?”
2. Common bottlenecks
- Orders, stock and progress live in different places
- Stock-outs discovered too late to reorder in time
- Nobody is sure who owns which order, so mistakes have no owner
- Shipping lists and stock sheets rebuilt by hand every day
3. What the tool does
- Order boardEvery order’s status (confirmed → picking → packing → shipped → delivered) and owner at a glance.
- Low-stock alertsSafety stock set per item; the person responsible for purchasing is alerted when it drops below.
- Task assignmentPicking, packing and delivery assigned to the right person and ticked off when done.
- Delivery trackingKnow early which orders may be late and why, and tell the customer early.
- Daily shipping listToday’s shipments compiled automatically instead of by hand.
4. How it connects to what you already use
| Existing system / data | How it connects |
|---|---|
| AutoCount | Reads items, stock quantities, sales orders and delivery orders. Connected directly where possible; otherwise imported from regular report exports (Excel / CSV). Invoicing and accounting stay in AutoCount. |
| Excel / Google Sheets | Existing order and stock sheets can be imported, or kept as inputs. |
| Shipping and delay updates can be drafted for customers or colleagues and sent after a person confirms. | |
| Warehouse and floor staff | The board opens and updates on a phone — no need to sit at a computer. |
5. What always stays with a person
- Low stock triggers an alert only — whether and how much to reorder is the owner’s decision
- Changing or cancelling orders and adjusting stock quantities require confirmation and are logged
- AutoCount remains the source of truth for accounts; the dashboard never writes back to your books
6. How WINS builds it
The first tool usually goes live in days to weeks, depending on complexity. Pricing depends on each tool: start with a review to get the tool list and a quote for each item, then decide.
Frequently asked questions
Do we have to replace AutoCount?
No. AutoCount keeps handling invoicing and accounting; the dashboard brings order progress, stock and owners together. It connects directly where possible and imports exported reports where not.
How often is the data updated?
It depends on the connection. Direct connections can sync more frequently; report imports update as often as you export (for example once a day). We confirm this during the review based on your version and process.
We don’t use accounting software, just Excel. Does that work?
Yes. Many companies start from Excel: import your current sheets into the dashboard first, and decide later whether to connect other systems.
How soon can we use it, and what does it cost?
The first tool usually goes live in days to weeks, depending on complexity. Pricing depends on each tool’s complexity: start with a review to get the tool list and a quote for each item, then decide what to build.
Are orders and stock held together by a few people’s memory?
A 30-minute tool review walks through your fulfilment process and finds where it gets stuck most.
Book a free tool review →