Upload Inventory List.xlsx. This version reads QBDATA, Lot and Expirations, and Purchase by item detail.
| Item | Description | Lot Number | Expiration Date | Lot Qty | Total Item Qty | U/M | Months to Exp | Status |
|---|---|---|---|---|---|---|---|---|
| Upload a file to begin. | ||||||||
| Item | Description | QuickBooks Qty On Hand | U/M | Qty on SO | Total Available | Notes |
|---|---|---|---|---|---|---|
| Upload a file to begin. | ||||||
| Item | Description | Note | Last Updated | Actions |
|---|---|---|---|---|
| No item notes yet. Add notes from Item Totals. | ||||
| Item | Description | Qty On Hand | Qty Ordered | Qty Sold | Lotes with expiration dates available |
|---|---|---|---|---|---|
| Upload Inventory List.xlsx first, then upload a Sales Order or start a Manual Order. | |||||
| Order Number | Salesman | Order Date | Total Items | Total Amount | Actions |
|---|---|---|---|---|---|
| No saved orders yet. | |||||
Upload Inventory List.xlsx with QBDATA, Lot and Expirations, and Purchase by item detail.
For Email in Saved Orders: run Start Outlook Email Bridge.bat once and keep that window open. Outlook will open ready to send with the PDF attached.
Filled automatically from your Outlook profile. Override here only if needed.
Web and PC do not share browser storage. Upload once from the PC that has your data, then use Download on the web.
Add each salesman and their discount percentage. When a Sales Order is loaded, the matching salesman applies the Price Level automatically in SO Picking List.
| Route No | Salesman | DBA | QBs ID | LaceUp ID | Price Level | Phone | Actions | |
|---|---|---|---|---|---|---|---|---|
| No salesmen configured yet. | ||||||||
Add shipping methods here. They appear as a dropdown in SO Picking List.
| Ship Via | Actions |
|---|---|
| No Ship Via options configured yet. | |
Loading workbook...
Large files can take 1–2 minutes. Please wait.
Select a salesman. The order number is generated automatically.