Business Requirement Document (BRD)

App Name: Inventory & Sales Order Management System
Purpose: To manage inventory, generate sales orders, and provide reporting for multi-user teams with role-based access.
1. Key Features
1.1 Inventory Management

    Add/Edit/Delete Products:
        Fields: Product name, cost price, selling price, quantity in stock, and product category.
        Managers can update inventory levels manually.
    Low Stock Alerts:
        Optional: Notify managers when inventory falls below a threshold (to be added later if needed).

1.2 Sales Order Management

    Create Sales Orders:
        Fields:
            Customer Details: First name, last name, business name, address, email, phone number, and Stripe payment token (no raw credit card data stored).
            Order Details: Incremental sales order number (e.g., SO-0001), product list with quantity, cost price, total cost, discounts, salesperson name, and sales order date (auto-generated).
            Service Items: Optional line items with a description and amount (not tied to inventory).
        Status Tracking:
            Statuses: New, In Progress (when editing), Voided, Unpaid (default), Paid (updated via Stripe webhook), Fulfilled.
            Managers can void/edit orders; salespeople cannot.
        Payment Integration:
            Stripe Gateway: Process payments securely.
            Status updates to "Paid" automatically when payment is confirmed.
            Refunds/voids handled via Stripe API (linked to "Voided" status).

1.3 User Roles & Permissions

    Manager:
        Full access: Manage inventory, create/edit/void sales orders, view reports, and manage customer data.
        Audit trail: Track who voided/edited orders and when.
    Salesperson:
        Limited access: Create sales orders, view own orders, and apply discounts.

1.4 Customer Management

    Add/Edit/Delete Customers:
        Fields: First name, last name, business name, address, email, phone number.
        Stripe payment token stored for future orders (no raw credit card data).
    Search Functionality: Allow salespeople to search for existing customers by name, business, or phone number.

1.5 Reporting & Dashboard

    Sales Dashboard for Managers:
        Bar Charts: Sales by day, week, month, or year (customizable timeframes).
        Key Metrics:
            Total sales (paid vs. unpaid).
            Top-selling products.
            Salesperson performance (total sales per user).
        Export options: CSV/PDF for accounting.

1.6 Technical Requirements

    Stripe Integration:
        Use Stripe Payment Intents API for secure payments.
        Webhooks to update sales order status (e.g., "Paid" when payment succeeds).
    Security:
        PCI-DSS compliance via Stripe (no raw card data stored in-app).
        Role-based access control (RBAC) for user permissions.
    Multi-User Support:
        Real-time syncing of inventory and sales order status for multiple users.
        Conflict resolution for simultaneous edits (e.g., lock orders when being edited).

1.7 Reporting & Export

    Sales Reports:
        Filter by date range, salesperson, or product.
        Export to CSV/PDF for external accounting.

2. Future Enhancements (Optional)

    Mobile App Access: Responsive design for mobile devices.
    Multi-Location Inventory: Track inventory across multiple warehouses.
    Purchase Order Tracking: Manage supplier orders (not included in this scope).