Orders

Order # Date Customer Items Total Status Actions

Leads

NameEmailScoreInterest Est. ValueStageNotesActions

Invoices & Collections

Invoice #CustomerItems AmountDue DateStatusActions

Inventory

Product Price Stock Value Threshold Updated Actions

Follow-up Queue

Due Today
CustomerTypeNoteAction
Upcoming
CustomerTypeDueAction
Message Templates

Promotions & Offers

Active Promotions
One-Time Offers
All Promotions
NameCodeDiscountUsedRevenueStatusActions

Analytics

Revenue — Last 14 Days
Top Products
Order Status Breakdown
Inventory Value by Product

Data Backup & Restore

Backup All Data

Download a full backup of all orders, leads, invoices, follow-ups, and promotions as a JSON file.

Restore Data

Upload a backup JSON file to restore all data. This will overwrite current data.

Clear All Data

Permanently delete all stored data. Cannot be undone.

Details