Welcome, there.
Manage customers, vendors, quotes, invoices, orders, and assets — all from one place.
Company Information
Manage your company details, locations, and sales representatives.
Quotes
Create, load, preview, and save quotes
| ⇅ | Part # | Description | Qty | List Price | Cost | Customer Price | Total | Taxable |
Place Order |
Do Not Display |
Insert above |
|---|
| Part # | Description | Customer Price | Qty | Total |
|---|---|---|---|---|
| Subtotal: | $0.00 | |||
| Quote Summary | Amount |
| Products | $0.00 |
| Discount | -$0.00 |
| Subtotal: | $0.00 |
| Shipping | $0.00 |
| Tax (7.75%) | $0.00 |
| Total: | $0.00 |
Create Invoice
Review, save, or export the invoice below
| Date | Invoice |
|---|---|
| — |
| Terms | Due Date | Customer PO | Reference |
|---|---|---|---|
| — |
| Products & Other Charges | Quantity | Price | Amount |
|---|
Charges: $0.00
| Invoice Subtotal: | $0.00 |
| Shipping | $0.00 |
| Sales Tax: | $0.00 |
| Invoice Total: | $0.00 |
| Payments: | $0.00 |
| Credits: | $0.00 |
| Balance Due: | $0.00 |
Customer Database
Manage companies and their contacts
Add Company
Add Contact
Confirm Delete
Vendor Database
Manage vendors and their contacts
Add Vendor
Add Contact
Confirm Delete
Order History
Ordered on Execute Quote · upgrades to Invoiced when invoice is created
| Invoice # / Quote # ⇅ | Description | Customer | Order Date ▼ | Status | Tracking # | Warranty | Period | Total |
|---|---|---|---|---|---|---|---|---|
| Loading order history… | ||||||||
Purchase Orders
Vendor purchase orders generated from executed quotes
| PO # | Vendor | Quote Ref | Ship To | Purchase Date | Entered By | Total | Actions |
|---|---|---|---|---|---|---|---|
| Loading purchase orders… | |||||||
Invoices
View and manage all saved invoices
| Invoice # | Customer | Quote Ref | PO # | Date | Due | Total | Balance Due | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading invoices… | ||||||||
Reports
Select a report to view and print
📥 Import Quote from XLSX
Upload an Ingram Micro or distributor XLSX quote file. The importer will map:
Mfr. Part # / Item Number # → Part # ·
Qty / Qty Quoted → Qty ·
Description → Description ·
MSRP / List Price → List Price ·
Price / Reseller Price → Cost
| Part # | Description | Qty | List Price | Cost |
|---|
Load saved quote
📋 Execute Quote — Generate Purchase Order
PO Number: · Fill in vendor details below.
Pre-filled from the quote — edit if needed.
🧾 Create Invoice
Fill in the details below before generating the invoice.