Business Platform

Estimate #	Customer	Project	Status	Total	Valid Until	Created
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Customer *

👤 Click to select customer…

Line Items

#	Description	Qty	Unit Price	Disc %	Line Total
No items yet — click "Add Product" above

Notes (optional)

Subtotal $0.00

Item discounts

Order discount

Tax

$0.00

Total $0.00

Payment Method *

Invoice #	Customer	Project	Status	Total	Paid	Balance	Milestones	Due
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Name	Company	Type	Tier	Phone	Location	Follow-up
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Select a view to load inventory.

Date	Change	Qty After	Reason	Reference	Notes	By
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🪨

Slab Tracker

Individual natural stone slab records — dimensions, bundle, finish, warehouse location, status (available → reserved → sold/damaged). Each slab variant is its own SKU.

📍 Phase 6 — Slab Tracker

PO #	Vendor	Status	Expected	Subtotal	Shipping	Total	Created
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SPO #	Customer	Vendor	Status	Expected	Invoice	Created
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Order #	Customer	Invoice	Priority	Scheduled	Delivered
No completed orders yet.

Transfer #	From	To	Status	Items	Created	Dispatched
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RMA #	Customer	Invoice	Status	Reason	Refund	Created
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Task #	Subject	From	To	Priority	Status	Due	Created
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Platform Status

Phase 1

Foundation & Auth

Database

34 Tables

Supabase PostgreSQL

Migration

17 Phases

Architecture v5.0

Locations

California showrooms

Build Roadmap

Phase	Name	Status

💰 Sales Summary

Today

—

Total Revenue

—

Invoices

—

Avg Sale

—

Quick Sales

Paid 0% Outstanding $0

💳 Payment Methods

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📋 Estimate Pipeline

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Draft

—

Pending

—

Approved

—

Invoiced

Conversion rate —%

Total value in pipeline —

🏆 Top 10 Products

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⚠ Outstanding Invoices

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0–30 days

—

31–60 days

—

60+ days

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📦 Inventory Value

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Total retail value —

Settings

Company-wide settings are managed in the Admin Control Panel (Admin role required). Settings include default tax rate, discount thresholds, return policy text, invoice terms, estimate validity, and optional feature toggles (swatches, add-ons).

Supabase Project URL

Configured in source code

Logged in as: —
Role: —
Location: —

	SKU	Name	Category	Unit	Retail	Cost	Margin	Status
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User Management

Create accounts, assign roles and locations, set manager PINs

Name	Email	Role	Location	PIN	Status	Last Login
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Product Pricing

Retail & cost prices — changes are effective-dated

Product	SKU	Category	Retail	Cost	Margin %	Since	Action
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Tier Pricing Rules

Discount % applied by customer tier & product category — auto-applied in all pickers

Tier	Category	Discount %	Effective From	Effective To	Notes	Action
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Location Price Modifiers

Base prices are Carson (QB baseline). Other locations are priced relative to Carson.

Location	Modifier %	Effect on $100 item	Notes	Action
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Default Tax Rate

× 100 = % (e.g. 0.0950 = 9.50%)

Applied to all new invoices and estimates unless overridden by a location-specific rate below.

Per-Location Tax Rate Overrides

Location	Tax Rate (decimal)	Notes
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Invoice & Estimate Settings

Company Name (appears on all printed documents)

Default Payment Terms

Estimate Validity (days)

Max Staff Discount %

Max Manager Discount %

Return Policy Text (printed on invoices & packing slips)

Estimate Policy Footnote (printed at bottom of estimates)

Important Notice (prints as bold bordered box on invoices & estimates — e.g. pickup/storage policy)

Terms & Conditions (printed on reverse/page 2 of every invoice & quick sale receipt)

🖨 Letterhead Print Margins

Set the top and bottom margins when printing on pre-printed letterhead paper. Adjust until your content lands in the blank body zone of the form. Typical starting values: top 2.2in, bottom 1.8in.

Top Margin (inches)

Bottom Margin (inches)

Left Margin (inches)

Right Margin (inches)

Default Temp Password — used when creating new users or resetting passwords

Min 6 characters. Share verbally — never email.

Return & Restocking Policy

Return Window (days)

Allow staff to override restocking fee

New / Unopened (%)

All unopened returns

Countertops Opened (%)

Opened countertop returns

Cabinets Opened (%)

Opened cabinet returns

Discount Label Options

Labels available when adding a Group Discount. Staff see all labels including Manager Discount.

Location Settings

Edit showroom details, toggle active status

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Reports

Full cross-location reporting is available on the Reports page. Use the location switcher to view all locations or drill into a specific one.

💰

Sales Summary

Revenue, invoice count, avg sale

💳

Payment Methods

Cash, card, Zelle, financing

📋

Estimate Pipeline

Conversion rate, pipeline value

🏆