Dashboard
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.
| Name | Tags | Delivery | Status | Next due | Lifetime |
|---|
Shipments & deliveries
| Order date | Customer | Items | Method | Carrier / tracking | You pay | They pay | Net | Status |
|---|
Shipping cost is subtracted from margin in Books — so profit is the real number.
Stock
| Product | On hand | Reorder pt | Level | Cost | Price | Supplier | Status |
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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 |
|---|
Supplier spend (purchase orders)
Cash spent restocking (received POs): . This buys inventory — each unit hits “True profit” above as Cost when you sell it, so it is not also subtracted here (that would double-count it).
📈 What customers are into
last 90 days · adds & “learn more” clicksLoading…
🛒 Almost ordered
Added to cart in the last 30 days but didn't send an order.
😴 Going quiet
Portal customers with no sign-in for 60+ days.
🕘 Recent activity
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🎨 Portal appearance
Controls how your customer ordering portal looks and what it shows.
📢 Portal announcement
Shown to every customer at the top of their portal (below the promo banner).
🛒 Order-wide discounts
Applied to a customer's whole order. Per-product discounts are set inside each product (Inventory → Edit).
e.g. spend $200+ → 10% off the whole order.
On: every qualifying discount (product, bundle, item-count, spend) compounds. Off: only the single largest discount the order qualifies for is applied.
🎁 Bundle deals — move slow inventory
Pick 2+ products; when a customer has all of them in one order, they get a % off those items. Great for pairing a slow seller with a favorite.
🔔 Reorder reminders
Automatically push a “time to reorder” notification to each customer as their usual cycle comes due (based on their cycle + last order). One nudge per cycle.
🏷️ Customer tags
Your own labels for people (e.g. wholesale, VIP, net-30). Pick a color for each.
⭐ Badges
Highlight labels for products (shown to customers) and people (private). Pick a color for each.
Customer order requests
Placed by customers in the portal. Confirm against your stock, then they can pay.Loading…
🔑 Portal access
Give a customer their own login from their profile page (Customers → open a customer → Portal access). Everyone with a login:
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🔔 Notifications
Get a push when a customer requests access, places an order, or messages you — even when the app is closed.
Alerts turn on per device — do this once on each phone or computer you want to be pinged on. On iPhone, add the app to your Home Screen first (Share → Add to Home Screen), then open it from there and turn alerts on.