Delivery speed
business hoursTransit time
handoff → deliveredOn-time rate
≤4h targetStuck right now
liveorders open > 6 business hours
Exceptions & cancels
of completedWhere time goes
avg / stageLoading…
Fastest drivers
dispatch→deliveredNo deliveries yet.
Fastest at processing
submit→packingNo deliveries yet.
Pending location suggestions
| Title | Department | Requested by | Items | Status | Submitted |
|---|---|---|---|---|---|
| No procurement requests yet. | |||||
Leads
| Source | Leads |
|---|---|
| No leads in this period. | |
| Sales rep | Total | Won | Lost | Conversion |
|---|---|---|---|---|
| No leads in this period. | ||||
Regional & business hours
Controls how the pipeline board's card timers and delivery-speed metrics are calculated. Changes take effect immediately, no reload needed.
Closed on — card timers and delivery metrics skip these days entirely. Open every day of the week — no weekly day off configured.
Procurement roles
Grant a user access to only specific Purchase Order tracker stages (e.g. PI + payments) without making them a full department manager. Department managers already have full access to every stage regardless.
Grants: No stages selected yet — this role won't grant any access.
Grants: No stages selected — this role grants no access.
No users assigned yet.
No procurement roles yet.
Stock groups
Partition the product catalogue and grant departments access to specific groups. A product with no group at all is admin-only until sorted into one.
No departments granted yet.
No stock groups yet.
Tags
Create tags to label leads (e.g. Hot, VIP, Needs follow-up). Anyone who can edit a lead can apply or remove these tags from it.
No tags yet.
Create user
| Name | Phone | Role | Status | |
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Create department
| Name | Status | |
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| Name | Contact | Phone | Status | |
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Import customers
CSV columns: name (required), contact_name, phone,
email, address, latitude, longitude.
Existing customers are matched by name and updated (no duplicates).
Import stock items
CSV columns: name (required), sku, uqc (e.g. NOS, KGS, BOX),
unit, price, description, status.
Matched by SKU (or name) and updated (no duplicates).
No stock groups yet — create one under Stock groups to control which departments can order these items.