Trading Root InternationalSOFTWARE PRESENTATION v1.0.14
ONE EXECUTIVE. ONE WORKSPACE.

Every customer.
Every visit.
A clearer record.

TRI Customer Reporting System

Customer information, field visits, collections and company reporting, together on one laptop.

TRI Premium Materials, Powerful Applications artwork
Built for Trading Root InternationalOFFLINE WINDOWS APP
Local workUse the laptop offline
Clear reportsReview the customer story
Owner reviewKeep evidence and decisions
Interactive product walkthrough16:9 presentation
Trading Root InternationalTHE WORKING DAY

Turn daily work into a connected record

Follow one customer from the first conversation to the owner’s report.

01

Know who you are working with

Keep business details, customer identity, machinery and contact information in one customer record.

Click any stage to explore the workflow
Trading Root InternationalINTERACTIVE CONTENTS

Choose where to begin

Present in order, or open a feature directly.

All demonstrations use fictional examples
Trading Root InternationalTHE DASHBOARD

Your day,
at a glance

Start with the work that needs attention.

A quick view of the directory

See customer counts, open the directory and start a new visit from the overview.

Actual v1.0.14 dashboard with fictional sample data
Actual application screenshot with SAMPLE records
Trading Root InternationalINTERACTIVE DEMO

Find the right customer in seconds

Search by business, contact or location. Filter by customer sector.

4 sample customers
BUSINESS / CONTACTSECTORLOCATIONRELATIONSHIP
Fictional directory for this presentation. Selecting a customer opens the demonstration summary.
In the software: add, edit, search, filter and sort customer records
Trading Root InternationalINTERACTIVE DEMO

One customer, the full picture

Move between business context, machinery and the working history.

Real customer summaries also include document status, notes, evidence and ERP reference history
Trading Root InternationalWORKFLOW DEMO

Complete the customer record first

Required details make the submission complete. The owner reviews what the documents show.

Business card photo Optional
Submission incomplete

A complete packet is needed

Tick the five groups to demonstrate a complete submission. No real documents are requested here.

The app checks file type, size, dimensions and duplicates. A valid image can still show the wrong document. Approval requires the owner’s separate review.
JPG/PNG photos. Up to 5 MB each. No online identity service.
Required photos and separate owner review are implemented in the software
Trading Root InternationalINTERACTIVE DEMO

A visit report with useful detail

Capture what the customer asked for, with sizes, quantities and quoted prices.

MATERIALSIZEQTYUNIT PRICE / LKR
Demo uses unit prices. The software also supports entering the total price directly
Trading Root InternationalINTERACTIVE DEMO

Collect a payment. See the balance change.

Record the purchase once. Link later collections to that purchase.

For an unpaid balance, the software records a promised date, credit days or a dated installment plan.

CURRENT PURCHASE OUTSTANDINGLKR 50,000.00
Collected: LKR 50,000.00Pending: LKR 50,000.00
Purchase−Initial collection−Later collections=Outstanding
Old ERP reference: LKR 85,000.00Reference only

The dated ERP figure stays separate and is not added to the calculated balance.

Amounts are fictional. Editing these controls changes only this presentation
Trading Root InternationalILLUSTRATED CHECK

Match the reference. Keep review separate.

The software scans receipt text offline and compares it with the saved payment reference.

Reference matched

Evidence can be attached. Receipt of funds is still non-verified.

A reference match does not prove the amount, recipient, authenticity or arrival of funds. The owner checks bank or cash records separately.
FICTIONAL DEMONSTRATION

Payment receipt

Reference shown on the selected example

TRI-DEMO-2048
Amount shown
LKR 50,000.00
Evidence outcome
Eligible for attachment
NOT A REAL BANK SLIPThis illustration performs no image upload or OCR. Use the software to scan an actual receipt.
The software also rejects exact and decoded-image duplicates. Unreadable evidence stays unresolved
Trading Root InternationalOWNER WORKFLOW DEMO

Collected and verified are different figures

Owner confirmation changes the split. It does not add money or change outstanding.

Total collection amountLKR 50,000.00

All recorded receipts in this example

Verified amountLKR 0.00

Full collection confirmed by the owner

Non-verified amountLKR 50,000.00

Awaiting confirmation or marked non-verified

Demonstrate the owner’s checks

In the app, the owner reviews each collection in a separate Windows administrator tool. This demo confirms the sample collections together.

Complete the three checks first
All values are demo amounts. A receipt-reference match alone never verifies funds
Trading Root InternationalINTERACTIVE DEMO

Keep the next conversation in view

Visit follow-up dates help the executive plan the day.

Demo day: 29 October 20262 needing attention
This tab follows visit dates. Payment terms and installment plans remain in the payment record.
Try marking a follow-up complete, then change the filter
Trading Root InternationalNEW IN v1.0.14 / DEMO

A personal
working space

The marketing person’s name replaces the generic profile label.

In the software, click the bottom-left profile and choose Save name. It is retained on restart and included in backups.

This is an editable display name. It does not authenticate the person or create another account.
Trading Root International
OverviewCustomersVisit reportsPayments
SP
Sample Marketing PersonMarketing executive
PRINTED REPORT

Customer visit report

Trading Root International

Marketing personSample Marketing Person

Business details, visit discussion and requested materials.

Live preview within this presentation
Name changes are recorded in the company activity history
Trading Root InternationalPRINTING & EXPORT

Turn the working record into a report

Select the view you need, then print, save a PDF or export the data.

CUSTOMER 360 SUMMARY

The business and its working history

Business details, contact, machinery, recent visits, collections and current outstanding in one branded summary.

Print / PDFCSV dataFull JSON backup

Print and CSV exports help reporting. Full JSON files are used for backup and restore.

App reports respect the selected customer, search or filter scope where applicable
Trading Root InternationalSTORAGE & RECOVERY

Keep working records and retained copies

Each copy has a different purpose. Select a layer to see what it contains.

WORKING RECORDS

Fast access, even offline

The live customer data and attachment files stay on the laptop. The executive can continue working without hosting or a ChatGPT login.

Optional cloud copyChoose a private Google Drive or OneDrive synced folder. TRI copies backup files there. The sync provider handles the upload.
Backups contain private business data. Restrict access and check that off-device copies actually upload
Trading Root InternationalFICTIONAL OWNER REPORT

Read what happened, in plain language

The owner report separates collections, balance changes, evidence and review decisions.

Illustrative timeline
The real owner export also supports customer/date/search filters, CSV and printing
Trading Root InternationalOWNER CONTROL

Protection depends on the laptop setup

Use Windows permissions, separate owner credentials and an off-device copy together.

Select the three practices to demonstrate the intended setup.
Keep the claim accurate

The separate archive survives normal app uninstall. Local administrators can override permissions, and disk loss can destroy local copies. Local JSON backups are unencrypted. The app retains its own business activity, not unrelated computer activity.

Receipt matches, document review and owner confirmation each have distinct meanings
Trading Root InternationalSCREEN GALLERY

See the actual windows

Open any screenshot for a closer look.

Fictional QA records. Feature screenshots captured across releases 1.0.10–1.0.14
Trading Root InternationalWINDOWS LAPTOP SETUP

Install it once. Test the full workflow.

Use the complete software ZIP supplied separately. Main app v1.0.14, archive service v1.0.12.

1Extract the complete software ZIPKeep the owner tools and guides together.
2Owner sets up the company archiveSelect the executive’s standard Windows account.
3Install the app under the executive’s profileChoose the desired writable installation folder.
4Set the name and complete a sample testCheck documents, OCR, payments, reports and recovery.

Pilot handover checklist

0 of 5 checks selected
Existing v1.0.12 / v1.0.13 devices need the main-app update and refreshed owner export tools
Trading Root InternationalTRI CUSTOMER REPORTING
TRADING ROOT INTERNATIONAL

A clearer customer story.
A more accountable working day.

Start with one executive, use real working routines,
and review the pilot together.

Discuss the pilotWho reviews the evidence?Where is the off-device copy?When do we review the first reports?
PRESENTATION MAP

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Software screenshot
FICTIONAL PRESENTATION REPORT

Branded report preview