MST

Basic Info

Make this Sub-Product the Default Selection for these Customer(s):

Hold Ctrl (or Cmd) to select multiple customers.

No.

Product Code

Product Name *

VID (Quotation/Invoice/DO)

CID (Purchase Order)

MOQ

Total Unit Price (RM)

Usage / Product Category

Media & Dimensions

Photo / Render

Click, drag, or Ctrl+V to paste
JPG, PNG · max 5MB

2D Drawing

Click, drag, or Ctrl+V to paste
JPG, PNG · max 5MB

Measurement (e.g. Size / Dimensions / Thickness) Example: 900W x 300D x 1500H mm (20mm thickness)

Components

Additional Details

Purchase Order Option (Code Option)

Additional Parts

Additional Qty

Technical Specifications (Vendor Only)

Add New User

Username

Password (leave blank to keep current)

Role

Permissions (Tab & Table Access)

Access Catalog Access Customers Access Vendors Access Document History Access Document Builder

Actions (Write Permissions)

Add/Edit Catalog Add/Edit Customers Add/Edit Vendors Edit/Delete History

Financial & Supply Chain Sensitivities

View Selling Prices View Cost Prices & Margins View Supplier/Vendor Names View Document Amounts View Financials (Legacy Total Bypass)

Current Users

ID

Username

Role

Permissions

Actions

👋 Welcome to the MST Document Builder & Catalog System!
This comprehensive manual serves as your complete operating guide. It covers everything on how to manage your Product Catalog, maintain Client & Vendor Directories, compile Quotations, Invoices, Delivery Orders, and Purchase Orders, and interpret system indicators. Refer to this guide whenever support is needed.

🖥️ 1. Understanding the System Layout & Header Tools

Global Search Bar: Located at the top left of the header. Type any part of a product code, product name, material, or vendor name to filter the catalog instantly (debounced by 300ms for smooth typing).
📄 Document Builder Button: Opens the unified Document Builder to create Quotations, Invoices, Delivery Orders, Purchase Orders, Project Enquiries, and Cut Sheets.
⚙️ Settings Gear Icon: Access company profiles, default tax rates, default terms & conditions, parent-child product status changers, and Admin Utilities.
📖 User Guide Icon: Opens this reference window anytime.
🌙 / ☀️ Theme Switcher: Instantly toggles between Dark Mode and Light Mode, persisting your preference across sessions.
Main Workspace Modules:
- 📦 Catalog: Main product directory with usage filters, material filters, vendor filters, and MOQ limits.
- 👥 Customers: Client company directory, contact person management, and past document ledgers.
- 🏭 Vendors: Supplier profiles, component manufacturers, and supplier purchase order ledgers.
- 📜 Document History: Saved document archive with live searching, type filtering, viewing, restoring, and re-printing.

🔣 2. Complete Icon & UI Symbol Legend

👁️ Eye Icon (View)

Opens a read-only document preview or expands a customer/vendor ledger record.

✏️ Pencil Icon (Edit)

Loads a saved document back into the active Document Builder for editing, or opens product edit forms.

🔗 Link Icon (Add Sub-Product)

Creates a child sub-product variation under a parent main product.

🗑️ Trash Icon (Delete)

Permanently deletes a catalog item, contact, or history record (Admin privilege required).

📸 Camera Icon (Image Upload)

Drag & drop, click to select, or press Ctrl+V to paste screenshots directly from clipboard.

🔒 Lock Icon (Database Lock)

Indicates write-lock is enabled; system is in read-only mode for safety during maintenance.

🛠️ Wrench & Screwdriver

Admin tools panel for database repairs, user management, and audit logs.

↺ Clear / Reset Icon

Resets active search filters, sidebar dropdowns, or document builder inputs.

🔑 3. User Roles and Access Privileges

👥 Staff Members: Can browse catalog products, search items, edit customer/vendor profile directories, add contact persons, build all document types (Quotes/Invoices/DOs/POs), and view history. Staff cannot view internal component cost prices (only client unit prices), alter core settings, lock databases, register new users, or import database backups.

🛠️ Catalog Administrators: Possesses full access to catalog management, internal component cost prices, product creation/editing, user account creation, company branding uploads, audit log checking, and database lock toggling.

👑 Super Admin: Full unrestricted capability including raw SQL console query execution, SQLite database backup imports with diff logs, and database ID repair utilities.

📦 4. Catalog Management & Parent-Child Sub-Products

💡 Parent-Child Inheritance Rule:
- Main Product: Standalone catalog item setting baseline prices, dimensions, and component parts.
- Sub-Product: Product variation (e.g. color top option, frame variation) linked to a main product.
- Inheritance Behavior: Any field left blank in the sub-product form automatically inherits the value from the parent product. Entering a value in a sub-product field overrides the parent value for that variation.

Step-by-Step Product Creation

Click + Add Product in the sidebar.
Enter Product Code, Name, Price, Category, and MOQ.
Configure components (Top, Frame, Accessories, Metal/Fabric). Typing "Table", "Chair", or "Cabinet" triggers the Smart Naming Helper to auto-fill component labels!
To add an image, click the image dropzone or press Ctrl+V while hovering to paste a screenshot.

📄 5. Document Builder Workflow

Click Document in the top header to launch the 3-tab Document Builder:

Tab 1 (📋 General & Client): Select Document Type, enter Document No, Date, Prepared By, Subject, and Client details. Client search offers instant autocomplete.
Tab 2 (🛒 Items & Pricing): Review line items, adjust quantities, override unit prices, enter Discount %, Tax %, Transport MYR, and check live total breakdown.
Tab 3 (⚙️ Display & Terms): Toggle options (Tech Specs, Weight & Size, SST, Component Labels, Logo), edit Terms & Conditions with markdown formatting (**bold**, *italic*, __underline__), and attach Installation Photos.
Click Print / PDF to render and print the A4 PDF document. Click Generate & Save to record the document in History.

📶 6. Offline Mode & Local Caching

If internet drops, a yellow Working Offline banner appears. You can safely continue adding products, editing customers, and creating quotes. When connection restores, click Manage Offline Changes in the banner and hit Sync Queue to push modifications to the server.

🚨 Administrator Flight-Deck Checklists: Follow these step-by-step emergency checklists to resolve major operational, database, and system issues cleanly without data loss.

📋 Checklist #01: Database Lockout / Read-Only Mode Recovery

Trigger: Red banner "Database Write Operations Locked by Administrator" or 423 Locked errors.

Click the Settings Gear (⚙️) in the top header.
Scroll down to the Super Admin Utilities section.
Click 🔓 Unlock Database.
Verify the red lockout banner disappears instantly and write actions resume.

📋 Checklist #02: Database ID Out-of-Sync / Constraint Repair

Trigger: "FOREIGN KEY constraint failed" errors or auto-increment ID mismatches after imports.

Open Settings (⚙️) -> Super Admin Utilities.
Click 🔧 Fix Database IDs.
Wait for the system to re-sequence `sqlite_sequence` tables and sync relations.
Look for green toast confirmation: "Database IDs successfully synchronized."

📋 Checklist #03: Cleaning Broken Catalog Links & Orphaned Sub-Products

Trigger: Sub-products referencing deleted parent IDs or broken catalog links.

Open Settings (⚙️) -> Super Admin Utilities.
Click 🔗 Clean Broken Catalog Links.
The system will scan parent references, reset orphaned sub-products to standalone main products, and clear invalid parent links.
Review the returned cleanup toast summary.

📋 Checklist #04: Database Backup Export & Dry-Run Import Merging

Trigger: System migration, weekly backups, or restoring database state.

Export Backup: Click Backup Database in the sidebar. Save the generated `.db` file to a secure directory.
Import Backup Safely: Open Settings -> Super Admin Utilities -> Click 📥 Import Backup.
Drag & drop the target `.db` file into the modal dropzone.
Inspect Dry-Run Diff Log: Review the table detailing rows to be Created, Updated, or Deleted.
Click Confirm Import to complete the database merge safely.

📋 Checklist #05: Raw SQL Console Operations & Emergency Fixes

Trigger: Manual data corrections or custom reporting queries.

Open Settings (⚙️) -> Super Admin Utilities -> Click ⚠️ SQL Editor.
Type your SQL query (e.g. `SELECT * FROM products WHERE price > 500`).
Click Execute Query. Results render in an interactive, exportable HTML table.
Safety Rule: Destructive DDL statements (`DROP TABLE`, `ALTER TABLE`) are automatically blocked to prevent accidental schema destruction.

📋 Checklist #06: Server Connection & PDF Generation Diagnostics

Trigger: PDF export fails or network timeout occurs.

Check server runtime logs in `debug.log`.
Verify client-side PDF renderer scripts (`pdfmake.min.js` and `vfs_fonts.min.js`) are loaded correctly.
If browser PDF print popup is blocked by pop-up blocker, instruct user to allow pop-ups for this site domain.

💡 Special Cases & System Behavior Rationale: This section explains why specific workflows behave the way they do so users understand the engineering rationale behind the design.

1. Why Purchase Orders (PO) & Project Enquiries (PE) Show Vendor Details in Tab 1

Behavior: Selecting PO or PE in the Document Builder hides the "Client Details" card and displays the "Vendor Details" card directly in Tab 1 (Client & Meta) (Vendor select, vendor phone, deposit amount).
Rationale: POs and PEs are B2B supplier procurement paperwork sent directly to fabricators and material suppliers—not billing documents for end customers. Placing vendor selection in Tab 1 keeps counterparty details upfront where client information normally resides.

2. Why PO Vendor Dropdown Filter Differs from PE Vendor Dropdown

Behavior: In Purchase Orders (PO), the vendor dropdown ONLY lists vendors assigned to items currently added in the builder. In Project Enquiries (PE), it lists all database vendors.
Rationale: POs are strict order fulfillment contracts for items with known assigned component vendors. PEs are open market enquiries where you may request quotes from any vendor in your directory.

3. Why Cut Sheet Documents Hide Pricing & SST

Behavior: Selecting Cut Sheet hides unit prices, line totals, discounts, SST, and terms, while introducing the "Use Logo in Cut Sheet Header" option.
Rationale: Cut Sheets are purely technical specification handouts intended for factory craftsmen, architects, or client visual reviews where financial pricing must not be exposed.

4. Why Delivery Orders (DO) Auto-Hide Prices & Enable Sending Address

Behavior: Delivery Orders automatically hide price columns on the generated PDF and activate the "Sending Address (Warehouse / Dispatch)" field.
Rationale: DOs serve as physical packing slips for logistics drivers, warehouse dispatchers, and receiving dock staff who only verify item descriptions and quantities.

5. Dynamic Document Number Prefix Swapping (`QT-`, `INV-`, `DO-`, `PO-`, `PE-`, `CS-`)

Behavior: Changing Document Type in the Builder automatically swaps document reference prefixes (e.g. `QT-2607301450` -> `INV-2607301450`) while retaining the unique timestamp sequence.
Rationale: Guarantees standardized document reference numbers across related paperwork without forcing users to retype numbers manually.

6. Why Sub-Product Variations Inherit Unfilled Parent Fields

Behavior: Any field left blank when creating a sub-product variation inherits the exact data from its parent product.
Rationale: Eliminates double entry when creating 10 color variations of a single chair—you only enter the top color and model code, while dimensions, MOQ, and base component prices inherit automatically.

7. Strict Component Stripping on Printed Vendor Purchase Orders

Behavior: When generating a PO addressed to Vendor A, the PDF renderer automatically strips out components assigned to Vendor B or Vendor C.
Rationale: Ensures confidential component pricing and specifications from competing fabricators are never leaked to another vendor on purchase order paperwork.

View, restore, download, or delete checkpoints stored on the system. Restoring a checkpoint will replace the active database.

Type	Date Created	Size	Actions

Company Name *

Client Category

Email Address

Address

Default Delivery Location

Contacts

Purchase History (Legacy / Manual Log)

Linked Document Ledger (Interactive)

Type	Doc No	Date	Amount

Catalogues (Past Work - Images / PDFs up to 20MB)

📁

Drop files, click to browse, or paste (Ctrl+V)

Supports PDFs and Images up to 20MB

Direct Installation Photos (Past Works)

📸

Drop installation photo, click, or paste (Ctrl+V)

Upload photos up to 20MB

—

Contact Person: —

Phone: —

Email: —

Website: —

Vendor Category: —

Address: —

Services: —

Bank Information:

—

PO Purchase History

PO No	Date	Amount (RM)

Catalogues / Files

Products from Catalog

Loading products...

PO/Invoice/Payment Slip/Receipts/Statement

🧾

Click, drag, or paste payment slip / receipt

PDF, JPG, PNG up to 20MB

Timestamp	Username	Role	Action	Details	Compare & Revert

You made changes while offline. Select which changes you would like to keep (sync to server) or discard.

	Change Description	Time

Delete Product?

Delete Parent Product?

Confirmation Required

Wipe Database Components

Add Customer Info?

Add Vendor Info?