Pipeline, revenue, and production
Dashboard
Loading factories…
| When | Activity | Details |
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Messages
Form enquiries and live client chat — all in one place.
Leads
Manage enquiries and pipeline stages. Use the pencil icon or Edit on a card to open a lead.
| PAGE | Company | Contact | Phone | Source | Stage | Follow-up | Actions |
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Clients
| PAGE | Company | Contact | Phone | Portal | Actions |
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Quotes
Build quotes, send to clients, and convert accepted quotes to orders.
| PAGE | Date | Client | Product | Qty | Cost | Price | Profit | Status | Actions |
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Orders
View order details, download PDFs, update tracking, and manage fulfilment.
| PAGE | Order | Client | Product | Qty | Value | Created | Deposit | Sample | Production | Factory | Tracking | Actions |
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Quotes
Trade programme quotes — review details and email formal quotes to customers.
| PAGE | Customer | Date | Lead | Product | Sum | Qty | Status | Actions | |
|---|---|---|---|---|---|---|---|---|---|
| No quotes yet | |||||||||
Products
Product library for quotes and orders — MOQ, pricing, and supplier links.
| PAGE | Product | Category | MOQ | Lead Time | Base Cost | Published | Actions |
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Catalog
Group products into collections for your site.
Packaging
Packaging options shown on the site — titles, captions, lead times, and images.
| PAGE | Packaging | Category | Lead Time | Caption | Published | Actions |
|---|---|---|---|---|---|---|
| No packaging types yet | ||||||
Blogs
Blog sections and posts for your site.
Discounts
Discount codes, sale pricing, and checkout offers.
| PAGE | Code | Offer | Min order | Usage | Valid | Status | Actions |
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Website Assets
Images and files for your site — banners, logos, and page assets.
| PAGE | Preview | Name | Uploaded | Actions |
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Factories
| PAGE | Name | Country | Contact | MOQ | Product Types | Actions |
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Files
| PAGE | Preview | Type | Source | Client | Order | Uploaded | Actions |
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Projects
Trade projects and linked artwork — review, accept, and open uploaded files from the project.
| PAGE | Project | Client | Type | Summary | Artwork | Status | Updated | Actions |
|---|---|---|---|---|---|---|---|---|
| No trade projects yet | ||||||||
Artwork
Client artwork uploads — open in modal, approve, or reject.
| PAGE | Preview | File | Client | Type | Notes | Status | Uploaded | Actions |
|---|---|---|---|---|---|---|---|---|
| No artwork uploads yet | ||||||||
Samples
Sample requests from the site — approve and track dispatch.
| PAGE | Product | Client | Company | Type | Status | Submitted | Actions |
|---|---|---|---|---|---|---|---|
| No sample requests yet | |||||||
Invoices
| PAGE | Invoice | Client | Order | Amount | Deposit | Balance | Status | Issued | Actions |
|---|---|---|---|---|---|---|---|---|---|
| No invoices yet | |||||||||
Users
| PAGE | Name | Role | Status | Last login | Created | Actions |
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Accounts
Registered shoppers — when they joined, orders placed, and total spend.
| PAGE | Account | Verified | Joined | Last login | Orders | Total spent | Last order | Actions |
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Subscribers
Newsletter list from your website. Import addresses from a CSV file.
| PAGE | Name | Surname | Interests | Source | Status | Amount spent | Subscribed | Actions |
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Settings
Store details, notifications, integrations, and security preferences.