🏢 Enterprise

PREVIEW
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Stock value
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Margin on shelf
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Products
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Materials
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Incoming
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Outgoing
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Low stock
Period: →
Wholesale revenue (period)—
Gross profit—
Open AR (unpaid invoices)—
Open wholesale orders—
Shipments not yet delivered—
Low-stock items—
Customers — all · new this period—
💵 Money sitting in stockon hand · valued 4 ways · materials — on top
COST
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MINIMUM
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WHOLESALE
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RETAIL
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🤖 AI suggestions — computed from your live stock, sales, AR and vendor history. Nothing runs until you approve it.
Reading the warehouse…
⚡ Automations
📡 RFID counts — wave a reader, count the room
Works with any UHF reader: commission tags once (bind each tag to a product), then paste what the reader saw and the count reconciles itself. Adjustments post through the same cost ledger as a hand count.
1 · Commission tags
Pick the product, paste the tag IDs (EPCs) going on it — any format, one roll at a time.
2 · Count session
Walk the room with the reader, export/copy its session, paste it here. Preview first — nothing changes until you apply.
3 · Door watch
Mount a fixed reader at the exit and point its HTTP POST at your webhook. An unsold tag at the door pushes an alert to every signed-in device; sold tags pass quietly. Mark tags sold at checkout below.
No webhook yet
Door log
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📍 Bins & putaway — where everything lives
Stock put wherever there was a gap turns every pick into a walk. Give each line a home and pick lists sort themselves into walking order.
Bins in use—
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No bin set—
Stock somebody has to hunt for
Shared bins—
More than one line in a bin
The map
BinWhat is in itUnits
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ItemOn handIncoming CostWholesaleRetailMargin Margin %Value
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🧪 Materials cost per unit · on hand · value

MaterialOn handCost/unitValue
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🛠 Assemble materials + amounts → product at true cost

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Recent runs what each run truly cost

RunProductQtyUnit costTotalWhen
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🛒 Orders — how the counter is doing
Open orders (not yet shipped)—
Placed and not yet shipped
Outstanding on open orders (billed − paid)—
Total of everything still open
Incoming lines—
Stock arriving
Outgoing lines—
Stock leaving
Latest orders
RefCustomerWhenLinesTotalStatus
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Counts come from the order log and the in/out flow — the same numbers those tabs show, gathered in one place.

🛒 Place an order — warehouse checkout

Sell at wholesale by the unit or the case. Pick a customer account (or create one on the fly), take payment, and the order leaves invoiced — stock and margins tracked the whole way.
Lines
Payment
Wholesale orders — this warehouse sells
OrderCustomerLinesAmountInvoiceDateStatus
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Orders funnel — purchase orders into this warehouse
POVendorLinesAmountPaymentExpectedStatus
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Shipping funnel — everything leaving this warehouse
RefDestinationLinesAmountDateStatus
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Manufacturing pipeline — production feeding this warehouse
RunProductQtyUnit costTotalStatus
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Net owed (after credit on file)—
Invoices outstanding—
Credit on file applied—
Current (not due)—
1–30 days late—
31–60 days late—
60+ days late—
CustomerInvoicedCreditNet owedLateLimitTerms
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DateOrderCustomerContactShip to LinesTotalPaidBalanceProfitInvoiceStatus
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ShippedRefCustomer / destinationCarrier · tracking ExpectedCostStatus
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⏱ Labor — who is working and what it is costing
On the clock now—
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Hours today—
Across everyone clocked in
Labor cost today—
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Scheduled this week—
Shifts on the calendar
On the clock right now
WhoRoleSinceHoursState
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Same figures the schedule below works from — this is the summary, that is the detail.
📅 Schedule & dispatch
The calendar is fed by real orders and shipments: each day shows who is working and what has to go out. Drivers clock in from their 📱 phone link, so scheduled and worked hours reconcile below.
Shifts this week
DayPersonRoleShiftClockSchedWorked
No shifts this week — hit + Add shift.
⏱ This board tracks the warehouse operation only — built for crews abroad. Company-wide hours → HR / Team members ↗
On the clock now—
On break—
In overtime right now—
Live burn—
Hours today—
Overtime today—
Labor cost today—
OT rules—
On the clock — right now
PersonEntityClocked inElapsedTodayRateStatus
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This week — regular vs overtime, payroll-accurate
PersonTodayWeekRegularOvertimeEst. costStatus
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✅ Tasks — what has to happen, and who has it
The jobs that usually live on a whiteboard or in somebody's head. Hand one to anybody on the team — drivers included — and it shows up on their phone.
Open—
Still to do
Nobody assigned—
Waiting on a name
Due today—
On the clock
Overdue—
Past their date
TaskWhoDue
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🗓 Appointments & services
The same appointments your back office CRM shows — book one here and it is there too, and the other way round. Site surveys, installs, service calls and collections all live on this one calendar.
WhenCustomerServiceWhoWhere
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👤 Drivers — hours, routes & conduct
Hours come off each driver's 📱 phone link, route performance off the stops they actually delivered. Licence copies, vehicle assignment and the conduct record all live here.
🟢 Right now—
On the clock—
Out on a route—
Hours today—
⏱ This weekclocked from phones
Hours worked—
Routes completed—
Stops delivered—
On time—
📋 Record30 days
Miles driven—
👍 Praise—
⚠ Incidents—
Licence attention—
DriverStatusVehicleTodayWeekPayStopsOn timeMiles 30dLicenceConduct
No drivers yet — add who’s behind the wheel.
📋 Activity log — shifts, routes and conduct, newest first
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Period: or dates: →
Wholesale revenue—
Cost of goods (stamped)—
Gross profit—
Margin—
Orders shipped—
Average order—
Shipping collected—
Tax collected—
Txn fees collected (customer-paid)—
Txn fees absorbed (deducted)—
Card fees on card payments —
Profit margin — every product
ProductOn handCost Wholesale · marginRetail · margin SoldRevenueProfitRealized %
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Cost & usage — every material
MaterialOn handCost/unitValue ReceivedUsed in productionMarket priceBuy margin
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Revenue & profit by day
■ revenue  ·  ■ profit — hover a bar for the day's numbers
Top products by profit
ProductUnitsRevenueProfitMargin
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Top customers
CustomerOrdersRevenueProfit
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Inventory value — right now
Products at cost—
Materials at cost—
Shelf value at wholesale—
Shelf value at retail—
Committed on open POs—
Purchasing — spend by vendor
VendorPOsSpend
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⚠ Vendor price increases flagged—
Production
Runs completed—
Units produced—
Materials consumed—
Labor + overhead—
Total production cost—
Stock movements — the ledger
MovementTimesQtyValue
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Revenue — last 30 days—
Profit — last 30 days—
Margin on shelf—
What the stock you hold would earn at today's prices
By product — cost, what it sold, what it earned
ProductCostWholesaleRetail Sold 30dProfit 30dSuggest WSSuggest retail
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Suggested pricingretail 50% · wholesale 30% margin
Retail lands on .99 — set a target margin per product to override.
By product — what to charge
ProductCostWholesaleRetail Suggest WSSuggest retail
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By assembly — live recipe cost roll-up → what the output should sell for
AssemblyMakesTrue unit costCurrent WSCurrent retail Suggest WSSuggest retail
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👥 Customer accounts — terms, credit, negotiated prices and ordering links, all in one place
CustomerTermsCredit limitOwes Pays byLast order
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💲 negotiated prices (apply at checkout and on their ordering link) · 🔗 email their ordering link · 🛒 start a checkout for them · ✏️ terms & credit limit. Accounts are created automatically from checkout and portal orders.
🚐 Vehicles — fuel, mileage & maintenance
Automatic tracking: every outbound shipment logs its own trip against the default delivery vehicle (set it in ⚙ Settings → Fleet), and 🚗 Drive mode GPS-tracks real miles from the driver's phone — no typing.
🚐 Fleet — 30 days—
Miles driven—
Fuel bought—
Fuel spend—
Service & repairs—
Insurance—
Cost per mile—
💰 Fuel budgets — this monthcap per vehicle
Set a monthly gas cap on each vehicle (✏️) and spend tracks here.
🔔 Maintenanceper vehicle
No alerts yet — the system can watch mileage and dates for you.
VehicleDriverOdometerMiles GallonsFuel $MPG$/mileAlerts
No vehicles yet — add your first van or truck.
🔔 Alerts & maintenance
Set it once — "oil change every 5,000 miles" — and the system watches the odometer (it moves by itself with every shipment and Drive-mode run) and the calendar, then emails you when it's time.
AlertVehicleWatchingStatus
No alerts yet — let the system remember maintenance for you.
Recent activity
DateVehicleTypeOdometerMilesGalCostNote
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⛽ Fuel economy — measured tank to tank
Each vehicle is measured against its own history and against comparable vehicles — a diesel box truck at 12 mpg is doing well, a petrol car at 12 is not. Fill-ups logged without an odometer reading cannot be measured and are counted separately rather than quietly averaged in.
⛽ Fleet—
Average economy—
Vehicles measured—
Cannot measure yet—
⚠ Needs a lookdown on their own average
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📊 By vehicle typepeer averages
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💰 What each vehicle costs
Fuel and repairs were only ever half the answer. This adds what you paid for the vehicle, spread over its life — depreciation for one you own, the payment itself for one you lease, never both. A van is a cost centre unless you charge for delivery, so we don't credit it with the profit on its cargo; we show what it costs to run and what it carried, side by side.
💵 Total cost—
Ownership—
Fuel, service, insurance—
All in—
📦 Work donecompleted stops only
Deliveries made—
Order value carried—
Cost per drop—
⚠ Missing a pricecounted as running cost only
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🧾 What each trip cost
Wage for the hours, fuel, tolls, and the share of insurance, registration and depreciation the run is responsible for. Measured costs are receipts logged against the run. Apportioned costs are paid whether the van moves or not and can only be spread over its miles — both are shown, and never quietly added into one unlabelled number.
🚚 Trips—
Runs costed—
From receipts—
Apportioned—
All in—
📐 Per unitwhat a delivery really costs
Per mile—
Per drop—
Fully costed—
💸 Where it goesbiggest first
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🗺 Routes — suggested, tracked, monitored
All in-house: the system orders your stops (nearest-first + refinement), times them with traffic learned from your own past runs, and the driver's phone navigates stop-by-stop while GPS feeds this screen live. It even learns the map itself — every "Arrived" tap pins that customer for next time.
🟢 On the road—
Routes moving—
Stops remaining—
Planned today—
🚦 Traffic on routeslearned from your runs
Right now—
Running behind—
Off route—
⚠ Incidentslast 7 days
No incidents logged — clean week.
📡 Live map
No live position yet. The map fills in as soon as a driver starts a route from their phone — and stop pins appear once each address has been visited once.
🔵 moving⚫ parked🟢 delivered⚪ pending stop🏠 warehouse— GPS trail scroll / pinch to zoom · drag to pan
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🧾 Expenses — logged, tracked, and in the books
Everything logged here lands in the company expense reports and the P&L — this is the warehouse's door onto the same ledger, not a separate one. Photograph a receipt and the fields fill themselves in.
💷 Spend30 days
Logged here—
One-off—
🔁 Repeats monthly—
Awaiting approval—
🚐 Running the vansfrom the fleet log
⛽ Fuel—
🔧 Service—
🛡 Insurance—
🛂 Tolls—
📄 Registration—
Fleet total—
🚚 Getting it herealready inside the totals
Freight paid—
On how many bills—
Still uncategorised—
📊 Where it goesbiggest first
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DateCategoryNotePaid byStatusAmount
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⚙ Warehouse settings — everything here is scoped to this warehouse only

🏢 Entities on this account

Each entity runs on its own plan. Capabilities follow the entity you are working in — never the account that owns it.
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💳 Checkout & payments

Applies at the warehouse checkout and every invoice it creates. Transaction fees are credit-card sales only.

🧾 Taxes & compliance

Three rules, zero tax module: same state → your rate · other state → resale, no tax · abroad → zero-rated export (EU VAT & reverse charge handled).

🔌 Integrations — webhooks to your terminals

The moment anything happens, we POST JSON to this URL: order.created · order.paid · order.invoiced · order.shipped · order.delivered · portal.order.created. Point it at a register, an ERP bridge or Zapier. Save first, then test.

🚐 Fleet automation

Every outbound shipment logs a trip against the default vehicle automatically — mileage, MPG and cost-per-mile build themselves.
For odometer-true miles use 🚗 Drive mode on the driver's phone — GPS-tracked trips replace the average.

💳 Merchant & banking — this warehouse only

The warehouse's own money rails, independent of your retail stores. Bank details print as Remit payment to on every wholesale invoice.

🌐 Website orders — direct intake

Hook your (or your wholesaler's) website straight into this warehouse: the site reads your live catalog & prices, POSTs orders as JSON, and they land in the funnel automatically — webhook fires the moment one arrives.

🔗 Customer self-ordering

Tokenized order links — your customer opens the page, picks products at their prices, and the order lands in your funnel (and fires the webhook).

Item

PROD
On hand—
Incoming—
Projected—
Stock value—
Carried cost—
Retail price—
Retail margin—
Wholesale margin—
Wholesale & case pack — how this warehouse sells it
Lots & expiry
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Barcode
On the way in
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Vendor price history
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Last movements
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Order

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New material

Wax, oils, boxes, labels, bags — anything you build or pack with. Never appears on the register.

Assemble a product

Combine materials and quantities. Costs roll up live so you see the true product cost before making a single unit.

Shipment

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Update status
Timeline
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🚚 New shipment

Add products and this becomes a full order — invoice included, stock deducted. Leave products empty for a bare parcel (samples, vendor returns, repairs).
Products (optional — makes it an invoiced order)

🧾 Warehouse taxes — three rules, no tax module

Set where the warehouse operates and its sales-tax rate. Every order then prices tax by destination automatically: same state → your rate · other state → resale, no tax · other country → zero-rated export. You can always override per order.

🧠 Reorder planner

Velocity from the last 30 days, lead time from YOUR purchase history. Tick lines, then draft the PO — it lands in the funnel for review.
ItemOn handIncomingDaily useDays leftLeadSuggestEst. $Vendor
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🔎 Lot trace — recall in seconds

Enter a lot number — you get every receipt, run and customer order it touched.

💵 Record payment

↩ Return & credit note

The credit note pays down this invoice first; anything left becomes customer credit for future orders.

⧉ Copy inventory into this warehouse

Clones every item the warehouse does not have yet — names, codes, costs, retail, wholesale and case packs. Items that already exist here are never touched, so this is safe to run again.

🔗 Customer order links

Send a link — your customer opens it, sees your wholesale catalog (units & cases) and places the order themselves. It lands in your funnel as a draft.
Active links
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📦 New product

Create a sellable product right here — costs, both prices, case pack and opening stock in one go. Same product everywhere; stock lives per location.

🚐 Vehicle

📅 Day

📦 Schedule order

Scheduling an order puts it on that day's calendar; assigning a driver lets the route builder pick it up.

📅 Add shift

🗺 Build a route

✨ Combined plan

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✏️ Route stops

Stops already delivered stay where they are — they happened.

🔔 New alert

Recurring alerts re-arm themselves: mark one done and the next reminder sets itself from today's odometer.

🧾 Log an expense

Goes straight into the company books against this warehouse.
Part of the amount above, not extra. Lets you see what freight costs you.

👤 Add driver

The driver sees this on their phone under 💵 My pay. Hours come from their clock-ins.

👤 Driver

Behavior & tracking
📱 The phone link is the driver's whole workday: clock in/out, today's route, turn-by-turn stops. Personal — no login.

🚚 Ship order

Our-fleet deliveries log the trip on the default vehicle automatically and go on the driver’s record.

🚗 Drive mode

GPS-tracked from this phone. Keep the screen on while driving — ending the trip files the mileage log automatically.
0.0
MILES
0:00
TIME
0
MPH
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GPS

🚐 Add vehicle

💰 What it cost to get

Fill this in and the fleet gets a Profitability tab: real cost per mile, cost per drop, and which vehicle is dearest to keep. Leave it blank and we'll only ever show you fuel and repairs.

🛡 Insurance

The card shows in the driver's app, so it's on the phone at the roadside. We'll remind the office 3 weeks before it runs out.

📄 Title

⛽ Log a cost against a vehicle

Mileage comes from the odometer — every reading rolls the vehicle forward, and MPG / cost-per-mile compute themselves.

⇄ Transfer Inventory

From Wholesale → To Main Storagebilled on account · stock moves instantly
SKUProductStockCostBill $/unitAmount
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👤 Customer profile

Identity
Addresses
Payment & terms
Recent orders
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🗓 Book a visit

This lands on the back office CRM calendar too — one appointment, one place.

✅ New task / work order

💲 Customer pricing —

Negotiated prices for this account. They apply automatically at checkout and on the customer's own ordering link. Leave a row blank to charge list price.
ProductList / unitTheir unit $List / caseTheir case $

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