Sign in
CI only. This is not the live wholesale system.
Customers
| Code | City | Phone | Manager | Owner |
|---|
Add Customer
Boss: Select Owner, Manager and approved Profit Template. Employees only manage customers explicitly assigned to them.
My Sales & Earnings
Read-only · Sales login only. Order Sales and Gross Profit are quoted product figures (including unfinalized drafts) for up to the latest 250 orders managed by this login; they are NOT earned commissions. Earned comes only from double-finished, finalized profit shares net of any Boss-confirmed shortfall, plus verified late-payment profit recovery. Settled comes from Boss-recorded actual payouts. Pending quotes are not Earned.
My managed customer orders
| Order | Customer | Channel | Status | Product Sales | Gross Profit | Paid |
|---|
My finalized commission allocations
Commissions may include earnings from a separate managed order. To protect other Sales' customers, only order numbers and commission amounts appear here.
| Order | Earned | Settled | Unsettled |
|---|
Late-payment recovery shares are included in Earned and person-level paid settlements are included in Settled. No payments or settlements can be made from this page.
My Customer Payment History (Read Only)
Only receipts for your own managed orders are shown. Boss alone can Make Payment or apply Customer Credit.
| Date | Customer | Order | Amount | Method | Current Order Balance |
|---|
Profit Templates
Boss only · Company AZ and Sales profit allocations. Configure templates independently of customer registration; old orders remain unchanged.
Boss: Restore Previously Confirmed Profit Templates
All 11 original ATOZ profit templates have been recovered, including the Boss-confirmed correction to Vito-Rania. Existing stored templates are not overwritten automatically. Nothing is added until Boss confirms. Existing templates and order snapshots are never overwritten.
Boss: Create AZ Profit Template
AZ represents Boss / company retained profit. Add as many active Sales as needed and assign each percentage; total must equal 100%. No default commission is assumed.
Boss: Manage Customer Owner, Manager & Profit Template
Select a historical Sales person even if their login is not created yet. Personnel-only ownership does not grant that Sales app access. Manager remains the existing active account; older orders remain unchanged.
Sales Management
Boss alone creates and resets Sales login passwords and hands credentials to Sales securely. Sales cannot change their own passwords. Creating a login never edits historical orders, profit splits, or customer assignments.
Boss: Restore 8 Historical Sales
William, VITO, Mike, Scotty, Jody, Ryder, Fuwei, Rania. Creates personnel records, not login accounts. Nothing is changed in historical customer orders or commissions. Use + Add Sales separately to give someone login credentials.
| Sales | Status | Boss Access Control |
|---|
Boss: + Add Sales
Boss creates the login and sets the password. Sales cannot change it. Password is never displayed again; Boss can reset it below. No invitation email or SMS is sent.
Boss: Reset Sales Password
Payments & Customer Credit
Boss records money actually received. Payments automatically reduce the customer's oldest finished order balances first, then approved order balances. Any extra amount becomes reusable Customer Credit. New orders are not required.
Make Payment · Customer
Customer AR & Available Credit
| Customer | Outstanding AR | Available Credit | Open Orders |
|---|
Apply Existing Customer Credit to an Order
Customer Payment History
| Date | Customer | Collected | Invoice Principal | Late Fee | Method | Reference | Applied to Orders | Credit Created |
|---|
Customer Credit Ledger
| Date | Customer | Order | Change | Reason |
|---|
Customer Analysis
Read-only order performance, payment collection and current outstanding balance. Sales access is limited to orders they manage. S/A/B/C/D grades are provisional operational tiers, not a customer credit score.
| Customer | City | Orders | Sales | Gross Profit | Received | Balance | Collection % | Estimated Overdue Days | Last 90d | Grade | Next Action |
|---|
Sales Profit & Weekly Settlement
Boss only. Earned is recognized after BOTH Payment Finished and Stock Finished with finalized profit allocation. Settled means an externally paid, verified Sales payout; this system does not transfer funds.
Sales balances
| Sales | Earned | Settled | Unsettled | Allocation lines |
|---|
Weekly earned profit
| Week | Sales | Earned | Settled to date | Unsettled |
|---|
Boss: Record Verified Sales Settlement
Weekly Inventory
Expected Supply is not physical AZ stock. Boss sees historical weeks; Sales sees the published week.
AZ actual stock
| Strain | Supplier | Week | Available |
|---|
Boss: Add Pure Supplier
Boss: Add Expected Supply product
Boss: Publish week
Orders
Create Order
Supplier Status
Stock Allocation
Stock / Delivery Status
Invoice & Payment
Invoice Payment Options · Before Customer Pays
Build a proposed payment plan without recording any money. Cash / Zelle / Truck / CashApp can be mixed on the SAME order. Order Total never changes; fee is calculated on each proposed payment portion.
| Proposed Method | Amount Before Fee (USD) | Transaction Fee % |
|---|
Payment Quote is not a verified receipt. For PDF use the Print / Save Invoice button below. A later actual payment may use a different combination.
Supplier PO & Payment Actions
Boss: + Add Payment (Verified Receipt)
Add Product
Order Fees · Sales / Boss
Supplier PO Drafts · Internal Only
Boss PO Review · Read Only
Supplier Daily Deliveries · Internal Only
Boss planning sheet only. No supplier login, notification or sending. Quantities are requested drafts, NOT received stock or confirmed deliveries.
Received History & Supplier Bills
Boss-only. Completed receipts and outstanding supplier balances; no payments or inventory changes from this page.
Supplier Delivery Report
Accepted stock only, grouped by actual receiving date in Los Angeles (Monday–Sunday). Planned orders do not count. Click each week, supplier, and date to expand or collapse.
Supplier Accounts · Internal Only
Supplier bills, outstanding balances, advances, and historical payment records. Boss-only and read-only. No transfer, payment entry, or supplier notification from this page.