Dashboard
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Daily revenue
Invoice status breakdown
Top companies
Service revenue
Alerts
Internal notifications for admin & warehouse
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All invoices
| Invoice | Company | Client | Date | Total | Paid | Balance | Status |
|---|
Payment approvals
Review payment reports — no invoice is marked paid until you approve
No-invoice alerts
Import sheet
Imports data into the prep log · invoice creation is a separate step
📥
Drop Excel file here or click to browse
.xlsx · .csv · max 10MB · all columns saved exactly as-is
Import history
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Prep log
Imported prep work — select entries to create invoices
| Date | Company | Brand | Description | Client Ref | Shipment | Services | Est. total | Status |
|---|
Import log
All raw rows saved from every sheet upload
| # | Company | Description | Service | Units | Price | Date | Invoice | Status |
|---|
Clients
| Client | Companies | Warehouse | Portal |
|---|
Companies
| Company | Client | Type | VAT | Portal | Status |
|---|
Shipment Types
Define shipment types that can be assigned to prep log entries
| Name | Description | Used in prep log | |
|---|---|---|---|
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Features
Define features that can be toggled per client or company. Control whether warehouse can also toggle each one.
| Key | Name | Description | Applies to | Warehouse can toggle | Default | |
|---|---|---|---|---|---|---|
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Prep Services
Global → Client override → Company override
| Service | Warehouse | Key | Unit | Global price | Effective from | Status |
|---|
Notifications
| Date | Recipient | Channel | Type | Status |
|---|
Payment methods
Universal rule: all payments require admin approval before invoice is marked paid
Global defaults
No payment ever bypasses admin approval. Stripe webhook, bank transfer proof, manual link — all create a payment_pending state. Admin approval is the only path to paid.
Warehouses
Manage warehouse locations — each has its own clients, companies and invoice branding
Theme
Appearance applied across all portals — admin, client, company and warehouse
Dark
Dark backgrounds, light text
Light
Soft mid-tone, dark text
Bright
Light backgrounds, dark text
Modern Acid Lime
Deep obsidian · acid lime accent
Modern Electric
Charcoal grey · electric blue & violet