It is 10 a.m. at SHREE GANESH TRADERS. The Attention card shows "6 parties crossed their credit days - Rs. 84,200", "3 orders late", "12 items will run out before new stock can arrive" and "4 items nearing expiry". The owner clicks Open on the first line and starts phoning parties before the shop gets busy.
The owner's cockpit and the Attention cardSmart tool Owner's desk
Know what needs you today, before anyone tells you.
One screen that tells you what needs you today, the reports behind each line, and the switches that keep discount, cost and credit in your hands.
- Know what needs you
- No sale below cost
- Your shop on your phone
01Know what needs youOpen one screen in the morning. Overdue parties, late orders and items about to run out are listed, the most urgent first.
02No sale below costGive each cashier a discount limit. A bill that crosses it is saved only after your manager types his password.
03Your shop on your phoneEvery night one message tells you the day's sale, cash, credit and collection, even when you are not at the shop.
How it works
Up and running in 5 steps.
- Open Reports → Insights Reports
- Read the Today headline
- Double-click a row to fix it
- Set limits on the Users screen
- Turn on the night digest
A closer look
Owner's desk, screen by screen.
Owner's desk
The owner's cockpit and the Attention card
When the dashboard style is Modern UI, the main window opens on cards: Business Pulse — Today, Sale — 7 Days, Attention, Recent Transactions and Farata Center. The Attention card is the one for this chapter. Each row has a colour dot, a short line, a smaller line of names and a button.
- Up to four Today lines, most urgent first, each with an Open button (35.2).
- N items nearing expiry: batches that expire within 60 days, with a Check button.
- N Farata documents pending, N new web orders, N Bills Received and N New Sale Orders Received from Farata, Web Order…
Owner's desk
Today
New in 2026
Today is the first entry in the Insights list and opens by default. The headline reads 3 things need you today. or Nothing needs you today. Each block starts with one sentence and shows at most five rows, with What, Detail ("12 days overdue", "Stock -4") and Amount. Red blocks come first, then amber.
Full steps in the guideOwner's desk
Who To Call Today
An outstanding list puts the biggest balance on top. The real risk is the money that is most overdue for the longest time. Who To Call Today sorts parties by overdue amount multiplied by overdue days. It records what each party said, catches broken promises by itself, and sends a WhatsApp reminder in one click.
- Pick a tab: All, Due today, Broken promises or Disputed. The Agent box narrows the list to one agent (the Agent Name…
- Select a party, phone them, then click Follow-up. Choose What happened: Promised, No answer, Call later, Disputed…
- History shows every follow-up, newest first. It cannot be edited.
Owner's desk
What To Buy
New in 2026
What To Buy (earlier "Stock Running Low") looks at the last 30 days of sales. It works out how fast each item sells, how many days the stock will last, and how much to order so the shelf stays full until the supplier's goods arrive. The headline reads like 12 items to order - Rs. 84,200; 3 will run out before new stock can arrive.
- Stay on Buy now. Use the Supplier dropdown to see one supplier's items.
- Select rows (Ctrl or Shift for several), click Set supplier / lead time, tick Supplier, Lead time, in days or Minimum…
- Select a row of one supplier, click Order on WhatsApp, check the preview and press Yes.
Owner's desk
Bill Changes
New in 2026
Bill Changes is the owner's record of every saved bill that was changed, deleted or cancelled. It shows who did it, when, from which PC, why, and what the bill was before. It is in the Insights list only for the owner (SUPER USER) login.
- Log in as the owner. Open Insights → Settings → Bill changes. Set Reason for changing a bill: 0 = never ask, 1 =…
- From now on, Update, Delete or Cancel This Bill on a saved bill shows a Reason box.
- To read the record, open Reports → Insights Reports → Bill Changes, set From / To and click Refresh.
Owner's desk
Margin Leak
Sales were good but the profit was thin. Margin Leak shows where it went. It checks every Sale and Sale Challan line in the period and reports four kinds of loss, the biggest first. Double-click a row to open the bill. The headline reads like Rs. 37,400 of margin was lost this month - 62% of it on 9 items.
Full steps in the guideOwner's desk
Money Stuck, Customer Lapse and Price Watch
The headline reads like Rs. 4,21,350 is sitting in 38 items that have not sold in 90+ days. Columns: Stock Qty, Stock Value, Last Sale Date, Days Idle, Last Purchase Date and Suggested Action ("Clearance offer", "Return to supplier", "Write off review", "Not sold yet - watch").
Full steps in the guideWorked examples
With real numbers, the way a shop uses it.
The Below cost block says "2 bills sold below cost - Rs. 250 lost". The owner double-clicks it and Margin Leak opens. There he sees that bill 318 sold 5 bags of cement at Rs. 360 when one bag cost Rs. 400, a loss of Rs. 200, and bill 322 lost Rs. 50 on a pipe. A double-click on the first row opens bill 318.
TodayPatel Stores owes Rs. 50,000, 10 days overdue. Sharma Kirana owes Rs. 20,000, 40 days overdue. Patel's figure is 50,000 × 10 = 5,00,000; Sharma's is 20,000 × 40 = 8,00,000. Sharma Kirana comes first, though the balance is smaller. Sharma promises Rs. 15,000 by 30 Sep and pays Rs. 10,000 on 29 Sep. On 1 Oct the row shows "Broke 30 Sep", because a promise counts as kept only when the full amount arrives.
Who To Call TodayEverything inside
Each topic has its own step-by-step section.
Insights Reports & Owner Controls
The owner's cockpit and the Attention cardToday NewWho To Call TodayOrder Tracker NewWhat To Buy NewBill Changes NewMargin LeakMoney Stuck, Customer Lapse and Price WatchDaily Digest and Telegram owner alertsDiscount and approval limits on the Users screen NewDSR – Party Wise (Daily) NewUpdate Item Prices from Vouchers New
Features in detail
Pick a feature and read its page.
Owner insights & controls
Daily Digest and owner alerts
The day's figures and every changed bill, on your phone.
Owner insights & controlsDiscount limits and manager approval
Staff cannot cross your discount or sell below cost without a password.
Owner insights & controlsBill change history
See what changed after a bill was saved.
Owner insights & controlsBusiness dashboard
See how your business is doing today.
Owner insights & controlsCollection follow-ups
Know whom to call for payment.
Owner insights & controlsCustomer lapse
Notice when regular customers stop buying.
Owner insights & controlsDSR Party Wise Daily
Review the day's billed parties in one report.
Owner insights & controlsMargin leak analysis
Find sales that are reducing your margin.
Owner insights & controlsOrder tracker
Keep the promise after the order is accepted.
Videos
Watch Owner's desk on the real screen.
Tune What To Buy for Your Trade: Sales Days, Lead Time and Cover
Get a Telegram Message for Every New, Changed or Deleted Bill
Below-Cost Sale and Credit-Limit Approval: Only the Manager Can Pass It
Discount Over the Limit? Manager Password Approval | Speed Plus 9 User Rights
Stuck Stock, Lost Customers, Rate Changes: 3 Insights Reports | Speed Plus 9
Speed Plus 9.0 + Telegram Bot: Now keep track of all activities FREE OF COST in ERP Software
Questions
What people ask about Owner's desk.
Which of these reports are in my version?
All of them are in version 261030: Today, Who To Call Today, Order Tracker, What To Buy, Bill Changes, Margin Leak, Money Stuck, Price Watch, Customer Lapse, Daily Digest, the Owner controls tab, DSR – Party Wise and Prices from bills. Older versions have only part of this. Check the version in the title bar and update with Help → Check for Updates.
Does a Today row open the bill directly?
No. It opens the report or tab where the problem is fixed. A double-click there opens the bill, the item's stock or the party's ledger.
Will the Attention card slow down billing on the counter?
No. The card shows the last list at once and prepares a new one in the background, at most every ten minutes.
Can the cashier see Bill Changes?
No. Only the owner (SUPER USER) login sees it, and the same goes for the "bills changed" line of Today and the digest.
A bill was deleted last night. How do I find out who did it?
Open Reports → Insights Reports → Bill Changes as the owner, go to the Deleted tab and set From / To. The row shows the user, the PC, the time and the reason, and a double-click shows every line of the deleted bill.
Can Bill Changes bring a deleted bill back?
No. It is a record, not an undo. Use the detail to type the bill again if you need it.
Does Who To Call Today dial or record calls?
No. It is a sorted list with a follow-up log and a one-click WhatsApp reminder. The Call Recorder (36.7) is a separate register for service calls; the two do not share follow-ups.
Why does an old opening balance show as overdue?
An opening balance is treated as due from the first day of the financial year, so it is aged like a bill.
Can I edit or delete a follow-up?
No. History is read-only. Record a new follow-up with the correct outcome.
The party paid part of the promised amount. Why does it say "Broke"?
A promise with an amount is kept only when the full amount arrives by the promised date. Record a new follow-up with the new promise.
See Owner's desk working on your kind of bills.
Tell us your trade and how you bill today. We will show you the same work in Speed Plus 9, on a call or at your shop.