Shree Ram Trading Company logo
Shree Ram Trading Company Management System
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Admin Administrator

ADMIN CONTROL CENTER

Good morning, Admin πŸ‘‹

Manage customers, points, rewards and deliveries from one place.

Financial Year 1 Apr 2026 – 31 Mar 2027
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Total Customers0Registered customers
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Total Points0Current customer balance
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Pending Gifts0Awaiting approval
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Customer Approvals0Signup requests awaiting review

πŸ† Top 10 Customers

Financial year: 1 April – 31 March

#CustomerPhoneCategoryFY Points

LOYALTY MANAGEMENT

Customers

Search customers, view complete registration details and manage accounts.

CustomerMobileAddressPANAadhaarCategoryTotal PointsAction

CUSTOMER ONBOARDING

Customer Approval

Review customers who joined from the public β€œJoin Shree Ram Club” form. Edit their details before approval.

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Approval required before account activation

Pending customers cannot log in, receive points, or redeem gifts. After you approve a request, the account becomes Active and the customer can use the loyalty program.

Pending Customer Requests

Complete customer details and approval controls.

CustomerMobileEmailCategoryAddressStatusAction

POINT MANAGEMENT

Add / Deduct Points

Search a customer using their mobile number.

Last 20 Entries

Entry points and resulting total points

DateCustomerMobileTypeEntry PointsBalance AfterAdded ByReasonRemark

GIFT CHANNEL

Gift Catalogue

No stock management required. Add physical gifts or voucher gifts.

GiftCategoryImageRequired PointsGift TypeStatusAction

GIFT WORKFLOW

Gift Requests

Customer redemptions awaiting Admin approval.

Not refreshed yetRefresh after a customer submits a gift redemption.

DELIVERY CENTER

Gift Delivery

Approved requests are ready for physical or voucher delivery.

COMMUNICATION

Notifications

Send text and image notifications to all, a category, or one customer.

Recent Notifications

BUSINESS INTELLIGENCE

Reports

Customer, points and gift reports.

1. Customer List Report

Select a customer category and get a PDF list.

2. Customer Point Report

Select a customer category and get available points in PDF.

3. Other Reports

Redemption and gift reports.

SYSTEM

Settings

Manage company information, customer contact details and redemption rules.

About Company

This information can be shown throughout the customer portal.

Data Backup & Import

Backup and restore is kept separate from the main settings.