User Management
Create accounts, approve sign-ups, and edit any user's department (permission), city, rep, and manager.
| Name | Department | City | Rep | Manager | Status | Action |
|---|
Locations
Add cities to the origin / destination pickers. New cities have no SLA time (ETA is entered manually).
| Custom City | Roles | Action |
|---|
Dealers
Code β name mapping. In New Order, typing a code auto-fills the dealer name.
| Code | Name | Area | Rep | Manager | Action |
|---|
Route
Dealers grouped by Sales Rep. Click a dealer to edit its Rep / Manager / Area.
Warehouses
Add and edit warehouses β full data: address, contact, area, rep, manager.
| Name | City | Area | Rep | Manager | Contact | Action |
|---|
Allocations
Stock moved between warehouses β outbound from the main warehouse to a branch, or a branch returning stock to main.
| Reference | Direction | From | To | Contents | Qty | Status | Date | Action |
|---|
Reports
Download the report you need. Admins can grant this access to specific users from the Users screen.
Settings
Configure the daily orders report emailed automatically to a chosen user.
Daily Report Email
β SMTP isn't configured on the server yet, so scheduled sending won't work until it is.