Overview of your business performance
| Order # | Customer | Status | Date |
|---|---|---|---|
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Manage quotes and convert them to invoices
| Invoice # | Customer | Date | Due Date | Total | Status | Actions |
|---|---|---|---|---|---|---|
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| Quote # | Customer | Date | Valid Until | Total | Status | Actions |
|---|---|---|---|---|---|---|
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Orders placed through the customer portal
| Order # | Customer | Items | Date | Total | Status | Actions |
|---|---|---|---|---|---|---|
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Manage customer accounts and portal registrations
| Acc # | Company | Contact | Phone | Actions | |
|---|---|---|---|---|---|
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| Company | D.P./M.P. Number | Status | Registered | Actions | |
|---|---|---|---|---|---|
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Manage product catalogue and pricing
| SKU | Description | Strength | Volume | Dosage Form | Cost Price | Retail Price | Margin | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Manage sales representatives and commission rates
| Name | Phone | Commission % | Total Invoiced | Status | Actions | |
|---|---|---|---|---|---|---|
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Generate and view customer account statements
Business intelligence and financial reports
Product Performance
| Product | Units | Revenue | % Rev | % Units | Profit | Margin |
|---|---|---|---|---|---|---|
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Top Customers
| Customer | Invoices | Revenue | % Share | Units | Avg Order |
|---|---|---|---|---|---|
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Sales Rep Performance
| Sales Rep | Invoices | Revenue | % Share | Units | Profit | Avg Order | Margin |
|---|---|---|---|---|---|---|---|
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Commission Summary
| Sales Rep | Invoices | Total Invoiced | Base Amount | Commission Due | Paid | Outstanding |
|---|---|---|---|---|---|---|
| Select date range and click Filter | ||||||
Itemized Commission Report
| Invoice # | Customer | Date | Sales Rep | Product | Qty | Cost Price | Retail Price | Line Total | Profit | Commission |
|---|---|---|---|---|---|---|---|---|---|---|
| Click "Load Detail" to generate the itemized report | ||||||||||
| Month | Budget (R) | Actual (R) | Variance | Attainment % |
|---|---|---|---|---|
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| Total | — | — | — | — |
Manage admin system access
| Username | Full Name | Role | Status | Created | Actions | |
|---|---|---|---|---|---|---|
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Configure your business and application preferences
Choose whether the navigation menu is on the side or across the top.
The hexagonal pattern on the sidebar can be shown in different colours.
Go to dropbox.com/developers/apps, create an app with Full Dropbox access, then copy the App Key and App Secret here:
Enter your App Key above, then click the button. Dropbox will open in a new tab — log in and click Allow. You'll see a short code on screen — copy it.
Paste the authorisation code from Dropbox below, then click Connect. This only needs to be done once.