Revenue
$0.00
Invoiced
Cost
$0.00
POs issued
Gross profit
$0.00
Open orders
0
Unpaid invoices
0
⚠ Needs attention (open > 30 days)
| Quote # | Client | Est. Total | Status | Expires | Age |
|---|
| Order # | Client PO # | Client | Ship to | Items | Total | In-hands | Status | Age |
|---|
| PO # | Vendor | SKU(s) | Qty | Total cost | Status | Age |
|---|---|---|---|---|---|---|
No purchase orders yet Coming in Phase 3 | ||||||
| WO # | Decorator | Order / Client | Items | Status | Age |
|---|---|---|---|---|---|
No work orders yet Work Orders are created when you click "Generate PO(s)" on an order that has a separate decorator assigned | |||||
| Invoice # | Client PO # | Client | Ship to | Subtotal | Tax | Total | Status | Age | |
|---|---|---|---|---|---|---|---|---|---|
No invoices yet Generate one from an order | |||||||||
Credit Memos
Issue a credit from an invoice's panel (↩ Issue credit)
| Credit # | Client | Re: Invoice | Reason | Credit | Status |
|---|---|---|---|---|---|
No credit memos yet Open an invoice and click "Issue credit" | |||||
| Bill # | Vendor bill # | Vendor | PO # | Amount | Paid | Balance | Due | Status | Type | Age |
|---|
| Company | Contact | Phone | Tax status | Orders |
|---|
All SKUs associated with clients, grouped by client. Populated when orders are created in Phase 3.
| Client | SKU | Item title | UOM | Last order # | Ord | Last cost | Last sell |
|---|
| Company | Vendor Type | Rep | Phone | ASI # | Terms |
|---|
| SKU | Item title | Description | Type | Color(s) | Vendor | Clients | Orders |
|---|
Total revenue
$0.00
Total cost
$0.00
Gross profit
$0.00
Avg margin
0%
Tax collected
$0.00
Total orders
0
P&L Statement — period selected above · accrual basis
| Revenue (invoiced) | $0.00 |
| − Cost of Goods Sold (order costs) | $0.00 |
| = Gross Profit | $0.00 |
| − Operating Expenses | $0.00 |
| = Net Income | $0.00 |
Revenue by client
| Client | Revenue | Profit | Margin |
|---|---|---|---|
No data yet | |||
Spend by vendor
| Vendor | PO total | Bills paid |
|---|---|---|
No data yet | ||
A/R Aging — all open invoices (period filter not applied)
| Invoice | Client | Terms | Due date | Balance | Status |
|---|
A/P Aging — all open bills (period filter not applied)
| Bill | Vendor | Due date | Balance | Status |
|---|
1099-NEC Contractors — from Expenses · contractors flagged in Settings
| Contractor | Legal name | EIN / SSN | Total paid | 1099 status |
|---|
Commission earned
$0.00
Paid out
$0.00
Currently due
$0.00
Total expenses
$0.00
Entries
0
Top category
—
Log expense
| Date * | Payee * | ||
| Amount * | Category | ||
| Description | |||
| Payment method | Reference #check #, last 4, etc. | ||
| Date | Payee | Category | Description | Method | Amount |
|---|
Total sales
$0.00
Non-taxable / exempt
$0.00
Taxable sales
$0.00
Tax collected
$0.00
Tax by state
| State | Invoices | Taxable sales | Non-taxable | Tax collected |
|---|
By rate — jurisdiction proxy (taxable sales grouped by the rate applied)
| State | Rate | Taxable sales | Tax collected |
|---|
| State | County | City | ZIP | Rate | Notes |
|---|
Company info
| Company name | Short name | ||
| Phone | |||
| Street address | |||
| City / State / ZIP | |||
Alert thresholds
| Flag open orders afterdays | Flag unpaid invoices afterdays | ||
| Warn below margin% |
Salespeople — commission = rate × (sell − cost) per order
Data management
Data lives in your browser. Export regularly to Dropbox/Drive. To sync: export on one machine, import on another.
Backups — automatic local restore points
A snapshot is saved automatically once a day and before any import, test-data load, or clear. Up to 7 are kept in this browser. Use Restore to roll back a mistake, or ↓ to download one as JSON.
Error log — client-side errors captured app-wide
JavaScript errors captured from this app and the public client pages (portal / quote / invoice / approve / proof / delivery / presentation), most recent first — so a crash a client hit on a link is visible here instead of going unnoticed.
Not loaded.
Item types — add custom types to the item catalog
Built-in types (cannot be removed):
Promotional Item
Wearable / Apparel
Hard Good
Service
Other
Custom types:
Master service charges — shared library available on any PO line item
Decoration presets — one-click fill for technique, placement & decorator on order line items
Expense categories — available in the Expenses module
Contractors & payees — names appear in the Expenses payee field; 1099 flag includes them in the 1099-NEC report
Changelog — version history