Delivery speed
business hoursTransit time
handoff → deliveredOn-time rate
≤4h targetStuck right now
liveorders open > 6 business hours
Exceptions & cancels
of completedProcessing
new → packingPacking
packing → assignedAwaiting pickup
assigned → outDelivery
out → deliveredFastest drivers
dispatch→deliveredNo deliveries yet.
Fastest at processing
submit→packingNo deliveries yet.
Pending location suggestions
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Pick a conversation, or start a new one.
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| # | Title ▲ ▼ | Department ▲ ▼ | Requested by ▲ ▼ | Items ▲ ▼ | Status ▲ ▼ | Submitted ▲ ▼ |
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Leads
| Source | Leads |
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| No leads in this period. | |
| Sales rep | Total | Won | Lost | Conversion |
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Sales rep travel
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Regional & business hours
Controls how the pipeline board's card timers and delivery-speed metrics are calculated. Changes take effect immediately, no reload needed.
Closed on — card timers and delivery metrics skip these days entirely. Open every day of the week — no weekly day off configured.
Procurement roles
Grant a user access to only specific Purchase Order tracker stages (e.g. PI + payments) without making them a full department manager. Department managers already have full access to every stage regardless.
Grants: No stages selected yet — this role won't grant any access.
| Role | Stages | Assigned users | |
|---|---|---|---|
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No stages selected — this role grants no access. |
None yet
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No procurement roles yet.
Pipeline roles
Grant a user edit access to orders sitting at only specific pipeline stages (e.g. New + Processing) — outside those stages they can still review an order's details, just not change its status. Admin always has full access to every stage.
Grants: No stages selected yet — this role won't grant any access.
| Role | Stages | Assigned users | |
|---|---|---|---|
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No stages selected — this role grants no access. |
None yet
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No pipeline roles yet.
Stock groups
Partition the product catalogue and grant departments access to specific groups. A product with no group at all is admin-only until sorted into one.
| Group | Products | Access — departments | |
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Admin-only until a department is granted access
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No stock groups yet.
Tags
Create tags to label leads (e.g. Hot, VIP, Needs follow-up). Anyone who can edit a lead can apply or remove these tags from it.
| Tag | Color | Preview | |
|---|---|---|---|
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No tags yet.
Create user
| Name | Phone | Role | Status | |
|---|---|---|---|---|
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Company profile
Printed as the "From" details on every quotation PDF.
Create department
| Name | Status | |
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| Name | Contact | Phone | Status | |
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Import customers
CSV columns: name (required), contact_name, phone,
email, address, latitude, longitude.
Existing customers are matched by name and updated (no duplicates).
Import stock items
CSV columns: name (required), sku, uqc (e.g. NOS, KGS, BOX),
unit, price, description, status.
Matched by SKU (or name) and updated (no duplicates).
No stock groups yet — create one under Stock groups to control which departments can order these items.