Retail Orders
0
Wholesale
0
This Month
$0
In Production
0
Outstanding
$0
Ready Pickup
0
Revenue Overview
Chart: last 6 months · Totals: current year
Total Revenue
$0
This Month
$0
RETAIL
$0
WHOLESALE
$0
COLLECTED
$0
⚡ Action Required
Recent Orders
| Order | Customer | Amount | Status |
|---|---|---|---|
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Recent Payments
| Date | Customer | Method | Amount |
|---|---|---|---|
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Activity Log
Track all actions performed in the system
Reports Center
Login History
Track all user logins with IP, device, and location details
Total Logins
0
Today
0
Unique Users
0
Failed Attempts
0
User Activity Tracking
Track actual ERP usage time based on user interactions
How Activity Tracking Works
Active time is calculated based on mouse movements, clicks, keyboard activity, and scrolling. If a user is logged in but idle (no activity for 60 seconds), that time is NOT counted. This gives accurate measurement of actual ERP usage.
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Acknowledgements - Production Workflow
Track monument orders through 10-stage production workflow
ACK Prepared
Drawing Prepared
PO Prepared
Drawing Sent
Drawing Approved
Waiting for Stock
Stencil Cut / Production
Completed
Invoiced
Cancelled
| Project # | Customer | Monument | Status | Progress | Actions |
|---|---|---|---|---|---|
| PRJ-2024-045 | John Smith Family | Upright Monument | Drawing Approval |
|
Users & Access Control
Manage team members and their permissions
Cemetery Settings
Manage cemetery fees, rules, and allowed sizes
No cemeteries added yet. Click "Add Cemetery" to get started.
| Type | Company | Contact Person | Code | Phone | Actions | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Workflow List
Overview of all order statuses at a glance
| ORDER # | DATE | CUSTOMER | FAMILY | ACK | DRAWING | PO | STENCIL CUT | READY | PICKED UP |
|---|---|---|---|---|---|---|---|---|---|
|
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Daily Tasks
Action items requiring attention
Invoice Alerts
Orders with $0 invoice amounts pending Super Admin approval
Why are these orders flagged?
These orders have invoices generated with $0 for Monument amount or Services amount. The "Email to Customer" button is disabled until a Super Admin approves the invoice. This prevents accidentally sending empty invoices to customers.
PO Alerts
Purchase orders sent to vendors but awaiting acknowledgment for 7+ days
What does this page show?
Purchase orders that were emailed to vendors 7+ days ago but where no acknowledgment file has been uploaded and the PO hasn't been manually marked as acknowledged. Send a reminder email or mark it acknowledged (with note) to clear the alert.
1) Pricing Controls
2) Dimensions (inches)
Die
Die SFT
4.67
Amount ($)
$513.33
Base
Base SFT
2.33
Amount ($)
$256.67
Material Price
$962.50
3) Shipping (India)
🔒 LockedVolumes (CFT)
Die CFT
3.111
Base CFT
1.556
Total CFT
4.667
Freight (breakdown)
Freight
$311.11
4) Willie Calc
DIE
BASE
Willie Freight (B)
$142.36
Customer Freight (Willie × multiplier)
$170.83
Material + Freight
Total (C)
$1,273.61
Willie Freight Total
× multiplier (D)
$170.83
C + D
Grand Total
$1,444.44
Retail Orders (Agreements)
Direct customer sales
| Order # | Customer | Family Name | Stone | Total | Status | Date | Actions |
|---|---|---|---|---|---|---|---|
| Loading agreements... | |||||||
SALES ORDER NUMBER
-
CUSTOMER
-
FAMILY NAME
-
Customer Order Information
-
-
Customer Notes
Product Details
| Category | Color | Size | Finish | Description | QTY |
|---|
Inscription / Engraving
Payment Details
$0
$0
Order Files
Upload order-related files (customer requests, drawings, photos, etc.). Supports multiple files.
No files uploaded yet
Customer Signature
No signature captured yet
Wholesale Orders (ACK)
Business-to-business acknowledgements
| Order # | Account | Family Name | Color | Category | Status | Date | Actions |
|---|---|---|---|---|---|---|---|
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SALES ORDER NUMBER (ACK)
-
CUSTOMER
-
FAMILY NAME
-
Customer Order Information
-
-
Order Files
Upload order-related files (customer requests, drawings, photos, etc.). Supports multiple files.
No files uploaded yet
Item Table
| CATEGORY | COLOR | SIZE | FINISH | QTY | |
|---|---|---|---|---|---|
| No items added yet. | |||||
Email Status
| Vendor Name | Phone | City | Actions | |
|---|---|---|---|---|
| Hardrock Granite | [email protected] |
|
||
| Adams Granite | [email protected] | 877-682-3267 |
|
|
| New Jersey Marble & Granite | [email protected] |
|
||
| Dixie Granite | [email protected] | (706) 283-2901 |
|
|
| Everlasting Memorials |
|
|||
| Maund Enterprises | [email protected] |
|
| PO Number | Vendor | Customer Order | Items | Order Date | Status | Actions |
|---|---|---|---|---|---|---|
| No purchase orders yet. Click "New Purchase Order" to create one! | ||||||
Analytics
Business insights and performance metrics
Total Revenue
$0
↑ Calculating...
Collected
$0
0% collection rate
Outstanding
$0
0 unpaid invoices
Total Orders
0
0 retail / 0 wholesale
Avg Order Value
$0
Per order average
Revenue Trend (Last 6 Months)
Orders by Status
Production Pipeline
Top Customers
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Top Vendors (by PO count)
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Cemetery Maps
View cemetery layout maps
Select a Cemetery
Choose a cemetery from the dropdown above to view its map
Purchase Orders
Track stock arrivals for customer orders
Drawings & Artwork
Track drawing status for all orders
Production Status
Track production progress for all orders
Shop Floor
Update production status for orders
Loading jobs...
Pickup & Receipt
Process pickups, capture signatures, print receipts
Select Orders for Pickup
Driver & Signature
Sales Orders
All orders with acknowledgement numbers
Total Orders
0
Retail
0
Wholesale
0
Total Value
$0
Invoices
Manage and track all customer invoices
Payments Received
Track all sales transactions and payments received
Total Sales
$0
This Month
$0
Total Transactions
0
Avg Sale
$0
| RECEIPT # | DATE | CUSTOMER | INVOICES | METHOD | REF # | AMOUNT | ACTIONS |
|---|---|---|---|---|---|---|---|
| Loading payments... | |||||||
Vendor Payments
Track payments made to vendors for purchase orders
Total Owed to Vendors
$0
Total Paid
$0
Outstanding
$0
Orders with PO
0
General Expenses
Track business expenses not tied to specific orders (Delivery, Utilities, Rent, etc.)
Pending (Unpaid)
$0
0 expenses
This Month (Paid)
$0
Last Month (Paid)
$0
This Year (Paid)
$0
All Time (Paid)
$0
Vendor SOA Payments
Track payments to vendors from Statement of Accounts (not tied to specific POs)
Pending (Unpaid)
$0
0 payments
Today (Paid)
$0
This Month (Paid)
$0
This Year (Paid)
$0
All Time (Paid)
$0
Profit & Loss Report
Revenue, costs, and profit analysis
Total Revenue
$0
Total Costs
$0
Gross Profit
$0
Profit Margin
0%
📈 Revenue
📉 Costs (Vendor Payments)
💰 Profit by Customer
| CUSTOMER | REVENUE | COSTS | PROFIT | MARGIN |
|---|---|---|---|---|
| Loading... | ||||
Aging Report
Track overdue invoices and receivables · Aging measured from invoice email send date
Current (0-30 days)
$0
0 invoices
31-60 Days
$0
0 invoices
61-90 Days
$0
0 invoices
Over 90 Days
$0
0 invoices
Total Outstanding
$0
0 invoices
Outstanding Invoices
Showing 0 invoices| ORDER # | TYPE | CUSTOMER | INVOICE SENT | TOTAL | PAID | BALANCE | DAYS | AGE |
|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||
Item Tracking - Product Sales Analytics
Track which products are selling fast and who's buying what
Total Items Sold
0
Unique Products
0
Top Category
-
Top Color
-
🔥 Top Selling Products
| # | CATEGORY | COLOR | SIZE | QTY SOLD |
|---|---|---|---|---|
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👤 Top Customers (by items purchased)
| # | CUSTOMER | ORDERS | TOTAL ITEMS | FAVORITE CATEGORY |
|---|---|---|---|---|
| Loading... | ||||
📦 Sales by Category
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🎨 Sales by Color
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📈 Year-over-Year Comparison
Compare orders and revenue for the same month across all years · Click any bar to drill down
📊 Monthly Trend — Year Comparison
Jan–Dec per year — each year as a separate line for easy comparison
👥 Customer Order History
🚚 PO Activity by Month
Purchase orders sent per month — same month last year vs this year
🗓 Customer Consistency Report
Order count per customer per year — spot who's growing, fading, or disappeared
Invoice Items
Manage line items for invoices (lettering, polishing, sandblasting, etc.)
Common Invoice Items
Examples of items you can add:
Email Templates
Create and manage email templates for common communications
Use these placeholders in your templates - they'll be replaced with actual data when sending:
{{CUSTOMER_NAME}}
{{ORDER_NUMBER}}
{{ACK_NUMBER}}
{{PO_NUMBER}}
{{INVOICE_NUMBER}}
{{TOTAL}}
{{BALANCE}}
{{VENDOR_NAME}}
{{FAMILY_NAME}}
Acknowledgement Email
Template for sending order acknowledgements to customers (Wholesale)
Vendor PO Email
Template for sending Purchase Orders to vendors
PO Reminder Email
Sent from PO Alerts page when vendor hasn't acknowledged the PO. Available variables: {{VENDOR_NAME}}, {{PO_NUMBER}}, {{PO_SENT_DATE}}, {{FAMILY_NAME}}, {{CUSTOMER_NAME}}, {{ORDER_NUMBER}}.
Drawing to Customer
Template for sending drawing proofs to customers
Invoice Email
Template for sending invoices to customers
Overdue Payment Reminder
Template for reminding customers about overdue payments
Data Management
Import, export, and manage your data
Caution: Data operations cannot be undone
Always export a backup before deleting data. Deleted data cannot be recovered.
Import from Zoho CSV Files
Upload exported CSV files from Zoho CRM to import orders
Main orders file (Required)
Line items backup
Prices & Services
Vendor & PO status
Retail Orders
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Wholesale Orders
Loading...
Customers
Loading...
Cemeteries
Loading...
Invoices
Loading...
Payments
Loading...
Purchase Orders
Loading...
Vendors
Loading...
Activity Logs
Loading...
Danger Zone
These actions will permanently delete ALL data from your system. This cannot be undone.
Zoho Import
Import orders from Zoho CRM exports
Upload Zoho Export Files
Upload your Zoho CSV exports. Acknowledgements + ACK Items are required. Others are optional.
Acknowledgements *
ACK Items *
Purchase Orders
PO Items
Customer Orders
Invoice (Prices)
Status (Workflow)
Invoice file contains item prices, totals, and payment status - highly recommended!
Legacy Work Order Import
Import jobs from the old Work Order Tracking system. Jobs will be added directly to Production (bypassing ACK/Drawing workflow).
All Settings
Configure your ERP system
Organization Settings
Organization
Users & Roles
Master Data
Customization
Company Settings
Configure company information, branding, and system settings
Company Information
Contact Information
Branding & Colors
Enter URL to your company logo image (PNG, JPG recommended)
Logo Preview:
These colors will appear on PDFs, invoices, and documents
Business Settings
For Google Sign-In authentication
Email Configuration (SMTP)
Configure SMTP settings to send emails for invoices, POs, acknowledgements, and drawing approvals. Emails will be sent from [email protected] (or your configured email).
e.g., smtp.gmail.com, smtp.office365.com
Usually your full email address
For Gmail, use App Password
💡 Tip: Save your settings first, then send a test email to verify the configuration works.
📧 Common SMTP Settings
Host: smtp.gmail.com
Port: 587
Requires App Password
Host: smtp.office365.com
Port: 587
Host: smtpout.secureserver.net
Port: 465 or 587
Migration Mode (Zoho Transition)
Use these settings while running the ERP alongside Zoho. Disable emails to avoid duplicate notifications.
Use this while Zoho is still handling customer/vendor emails.
- Invoice emails to customers
- Drawing approval emails to customers
- PO emails to vendors
- Statement of Account emails
- Payment reminder emails
Daily Tasks Email
Automatically send daily task summary emails to keep your team informed of pending orders.
Enter one email per line. All listed addresses will receive the daily tasks email.
📋 What's included in the daily email?
- Overdue orders (6+ days stuck)
- Warning orders (3-5 days stuck)
- Drawings pending approval
- POs to create / awaiting stock
- Orders ready for stencil cut
- Orders ready for pickup
Daily Summary Email
Get an end-of-day email with everything that happened in the office today - no need to login!
Recommended: End of business day (5-6 PM)
Enter one email per line. Typically for owners/managers who want to stay informed.
📊 Sample Summary Preview
📝 3 New Orders - Total: $12,450
💵 5 Payments - Received: $8,200
💸 2 Expenses - Paid: $1,500
📄 4 Invoices - Generated: $15,800
✅ 2 Orders Completed
👥 Active Users: Sarah, Mike, John
Automatic Payment Reminders
Automatically send payment reminder emails to customers with overdue balances.
Send reminder after invoice is X days old
Skip reminders for balances below this
How often to repeat reminders
Stop after X reminders per order
Comma-separated list of emails to CC on all reminders
📧 Email Template
Uses the "Overdue Payment Reminder" template from Email Templates page. Edit template →
WhatsApp Bot
Allow customers to check order status via WhatsApp
📋 Customer Commands:
Price Quote Settings (used by 007 wizard)
Used to calculate price quotes when an admin texts 007. Changes apply immediately on save.
Per-Thickness Rates ($/SFT)
Shipping & Duty (per container)
Color Uplifts (% over base)
Daily Summary Settings
Auto-sends a daily activity summary at the configured time via WhatsApp to all listed recipients.
Format: country code + number, no spaces or plus sign. e.g. 16093061000 for +1 (609) 306-1000.
Quote Request Log
Every time someone uses the 007 price quote wizard, the request is logged here. Use this to spot misuse.
Shop ACK Settings
Controls font size for Shop Copy printouts (used in production floor). Default is 18.
System Health & Security
Server status and security monitoring
MongoDB
Connected
Database operational
Memory
--
Heap usage
Active Users
--
Last 24 hours
Security Alerts
Loading security alerts...
Recent Login Activity
View Full History →Database Statistics
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Total Orders
--
Customers
--
Vendors
--
Users