Software Dashboard

Needs Attention

From your data

Open vendor issues
—
Credit requests pending
—
Accounts pending review
—
Low stock products
—

Recently Added

Latest 5 records

Nothing added yet.

Customers

0

0 active

Vendors

0

0 active

Products & Services

0

0 active

Open Issues

0

$0 tied up

Business Health

0%

Blends active customer/vendor share, issue resolution rate, and stock health into one score.

Open issues: 0
Money tied up: $0
Active customers: 0 / 0
Active vendors: 0 / 0

Customers

—

—

Vendors

—

—

Products & Services

—

—

Vendor Issues

—

—

Stock health

Issue resolution rate

Updates every 5s

Add Customer

Basic information

Customer name Customer ID Primary contact Email Phone Account type Status Account manager

Address & billing

Street address City State ZIP / Postal code Country Billing address Credit limit Terms Industry Website

Contacts

Main contact AP contact AR contact Purchasing contact

Tax & payment

Exemption status Sales tax jurisdiction Preferred payment method

Notes

Customer Snapshot

Account status breakdown

Active customers
0
Pending review
0
Onboarding
0

Recently Added Customers

Newest accounts

Customers

Recently created accounts

Hide inactive customers

Add Vendor

Vendor profile

Vendor name Vendor ID Primary contact Email Phone Category Status Account manager

Address & onboarding

Street address City State ZIP / Postal code Country Payment terms Tax ID Remit to

Procurement details

Preferred purchasing contact Lead time Min order value Website

Notes

Vendor Snapshot

Supplier status breakdown

Active vendors
0
Pending review
0
Onboarding
0

Recently Added Vendors

Newest suppliers

Vendors

Supplier list

Hide inactive vendors

Add Employee

Basic information

First name Middle name Last name Suffix Job title Department Email Phone Status Employment type Hire date Manager

Address

Street address City State ZIP / Postal code Country

Emergency contact

Contact name Contact phone

Pay

Pay type Pay rate

Notes

Employee Snapshot

Staff status breakdown

Active employees
0
Onboarding
0
On leave
0

Recently Added Employees

Newest hires

Employees

Directory

Hide terminated employees

Add Product

Basic information

Item type Product name Product code SKU Category Status Sell price (charged to customers) Cost (what we pay or produce this for) Unit of measure

Inventory

Quantity on hand Reorder point Warehouse location

Sourcing

Source Preferred vendor Lead time

Notes

Product Snapshot

Catalog overview

Active SKUs
—
Low stock
—
Backordered
—

Recent Product Activity

Latest updates

No recent product activity yet.

Categories

Manage

Units of Measure

Manage

Warehouses

Manage

Products

Catalog

Item type Hide discontinued / out of stock products

Product Details

Item type
Product code
SKU
Category
Status
Sell price
Cost
Unit of measure
Quantity on hand
Reorder point
Warehouse location
Source
Preferred vendor
Preferred customer
Lead time
Notes

Customer-specific pricing

Overrides the default unit price for selected customers

Vendor sourcing

Compare cost, SKU, and lead time across vendors who supply this product

Inventory by warehouse

Track stock across more than one location

Bill of materials

Components used to build one unit of this product

Manufacturing routing

Production steps in order

Custom attributes

Extra product-specific details (e.g. Color, Material)

Product images

Photos of this product

Attachments

Spec sheets, manuals, certificates, etc.

Product Issues

Log

Hide resolved / credit received issues

Generate Credit Request

Bundle open issues for one vendor

Vendor

Add Invoice

Invoice details

Customer Issue date Due date Tax amount Discount type Discount value Discount days (optional)

Leave discount days blank for a straight discount applied to the total. Set it to make the discount conditional on early payment (e.g. 2% if paid within 10 days) — the total stays the full amount and the terms show as a note on the document.

Line items

Product (optional) Description Qty Unit Unit price

Notes

Import Order Sheet

Turn a customer's filled-in order workbook into invoices

Order workbook (.xlsx)

Invoices

All invoices

Status

Add Vendor Bill

Bill details

Vendor Vendor's bill/invoice # Purchase order (optional) Bill date Due date Tax amount Discount type Discount value Discount days (optional)

Leave discount days blank for a straight discount applied to the total. Set it to make the discount conditional on early payment (e.g. 2% if paid within 10 days) — the total stays the full amount and the terms show as a note on the document.

Line items

Product (optional) Description Qty Unit Unit cost

Notes

Vendor Bills

All bills

Status

Add Purchase Order

Order details

Vendor Order date Expected date Tax amount Discount type Discount value Discount days (optional)

Line items

Product (optional) Description Qty Unit Unit cost

Notes

Purchase Orders

All orders

Status

Supplies

Office supplies & other consumables

Hide discontinued supplies