This Week's Performance
Today's Route
Recent Activity
0 customers selected
| ✓ | Company | Contact | City | Zip | Phone | Rep | Tier | Status | YTD $ |
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Build Route
Customers grouped by zip code for efficient routing — no zig-zagging.
Log a Visit
Visit History
| Date | Customer | Rep | Status | Notes |
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Create Invoice
| Product | Qty | Unit Price | Line Total |
|---|
$0.00
Invoice History
| Date | Invoice | Customer | Rep | Total | Paid | Balance | Status | Actions |
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Invoice Detail
Record Payment
Payment History
Weekly Commissions
Pick any date — Monday of that week is used.
User Management
Create New User
Tip: The temp password shows here once after creation — copy it and share with the user via a secure channel (text, password manager, in-person). They should change it on first login. You can also use the Reset PW button next to any user.
| Name | Role | Type | Rep Zone | Comm % (blank = use tiers) |
Base/Wk | Pay Freq | Weekly Quota | Overage % | Active | Reps can assign? | Action |
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Per-Rep Activity Report
Pending Price Change Requests
Reps submit when they need to price below a customer's level. Approve or reject below.
Commission Tier Configuration
Edit thresholds and rates — these apply to all future commission calculations.
| Tier | Min $/wk | Max $/wk | Rep % | Bonus $ | Mgr Override % | Save |
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Tasks
New Task
Activity Log — what your reps are doing
| When | User | Role | Action | Entity | Details |
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Monthly Route Planner
Up to 20 stops per day · click a date to edit
Plan
Available customers
In this day's plan
My Assigned Customers — Report
Daily Call List
| Customer | Phone | Outcome | Notes | Action |
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Create Estimate
| Product / Description | Qty | Unit Price | Line Total |
|---|
$0.00
Estimates History
| Number | Date | Customer | Rep | Total | Status | Actions |
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Product Catalog
Cost columns visible to admins only. Reps see retail price, description, and pack details — costs and profit are hidden by role.
To import: get the products_import.json from your phase1_supabase folder, click Import JSON, pick the file.
To import: get the products_import.json from your phase1_supabase folder, click Import JSON, pick the file.
Add New Product
Selling Prices (visible to all)
🔒 Costs (admin only)
| Name | Category | Package | Retail $/pack | Pallet $/pack | $/gallon | Cost $/pack | Margin | Action |
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Generate Price List
Per-gallon is always shown to customer · Per-quart is internal-only by default
The customer's price reflects their level discount. Reps can override prices upward only.
Below-level pricing requires admin approval.
Quotas
Set / Update Quotas
All Quotas
| Rep | Period | Range | Target | Bonus % | Achieved | % Hit | Action |
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