Dashboard
Daily Operations
Purchasing
Purchase Orders & Vendor Management
Purchase Orders
Vendors
Items
Inventory
Receiving
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Scheduling
Shop Schedule
Invoices
Invoice Management & Payment Tracking
All Invoices
| Invoice # | Quote # | Customer | Invoice Date | Due Date | Total | Paid | Balance Due | Status | Actions |
|---|
INV-0001
Invoice Information
Line Items
| Part / Item # | Description | Qty | Unit Price | Extended |
|---|
Notes
Invoice Totals
Tax
Payments Received
No payments recorded yet.
Quotes
Quote Database
| Quote # | Customer | Date | Valid Until | Status | Total | Ship Date | Scheduled | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading quotes... | ||||||||
Customers
Customer Database & Contact Records
Q-0001
Quote Info
Parts 0
Routing / Work Centers
Outside Services
Cost Summary
Quote Information
Terms & Notes
Quote Snapshot
Active Rate Settings
User Management
Add and manage system users
System Users
| Username | Display Name | Role | Actions |
|---|---|---|---|
| Loading... | |||
Reports
Business Overview
to
Sales
Invoices
Purchasing
Inventory
Scheduling
Customers
Select a report tab and click Run.
Settings
Company & System Configuration
Company
Numbering
Calculations
Work Centers
Users & Roles
System Health
Company Information
No logo uploaded
Recommended: transparent PNG, 400×120px or wider.
Will appear on all printed forms (quotes, invoices, POs).
Will appear on all printed forms (quotes, invoices, POs).
Numbering & Prefixes
Default: Quotes = Q1001, Invoices = INV1001, Customers = 1001, POs = PO1001. Existing record numbers are not changed when you update these.
Calculations & Rates
General & Administrative overhead — added to direct cost before profit. Not shown to customers.
Target gross margin applied to every quote. You can override per quote.
Markup applied when pricing purchased material in a quote.
Markup applied to outside service costs (anodize, heat treat, etc.).
Default customer sales tax rate for new documents.
One preset per line: Name=Rate. Documents store the selected rate when saved.
Work Centers
Rate shown to customer = Machine + Labor + Burden per hour. All three components apply per routing hour.
Work Centers
| Name | Machine $/hr | Labor $/hr | Burden $/hr | Total $/hr | Active |
|---|
Material Library
Materials
| Material Name | Unit | Cost / Unit ($) | Scrap % Default |
|---|
🔒 Outside service vendors are now managed in Purchasing → Vendors. Set vendor type to "Outside Service".
System Health
Click "Check Health" to load system status.