Dashboard
Overdue reorder
Reorder due
Shipment / delivery
Supplier restock arriving
Standing order
Reminder / task
Sample follow-up
Click a day to see what's happening
The calendar predicts each customer's next reorder from their cycle, so you can plan the month before anyone calls you.
Text these customers this week
Claude sends you this list Sunday evening. Copy a draft, text it, mark contacted.
Contact log
| Date | Customer | Action |
|---|
| Name | Tags | Delivery | Status | Next due | Lifetime |
|---|
Prospects & samples
People who don't buy from you yet.| Business | Contact | Stage | Sample | Follow up | Est. value | Source |
|---|
πΆοΈ Samples out right now
Shipments & deliveries
| Order date | Customer | Items | Method | Carrier / tracking | You pay | They pay | Net | Status |
|---|
Shipping cost is subtracted from margin in Books β so profit is the real number.
Stock
| Product | On hand | Reorder pt | Level | Cost | Price | Supplier | Status |
|---|
Inventory value:
Supplier restocks (purchase orders)
| Ordered | Supplier | Items | Cost | Expected | Status |
|---|
Suppliers & contacts
| Supplier | Contact | Phone / email | Lead time | Supplies | Min order |
|---|
Sales
| Date | Customer | Items | Status | Price | Cost | Ship paid | Ship charged | Margin | Paid |
|---|
Outstanding:
Supplier spend (purchase orders)
Cash spent restocking (received POs): . This buys inventory β each unit hits βTrue profitβ above as Cost when you sell it, so it is not also subtracted here (that would double-count it).
Customer order requests
Placed by customers in the portal. Confirm against your stock, then they can pay.Loadingβ¦
π Portal access
Give a customer their own login from their profile page (Customers β open a customer β Portal access). Everyone with a login:
Loadingβ¦
Data saves to your Cloudflare database. Deleted items go to Trash for 30 days.