Login
Secure login with role-based access. Admin users reach the full portal; authenticated mobile clients receive a per-device token for the REST API.
Admin Dashboard
Bird's-eye view of your entire operation — order-status summary cards, shipments in transit, outstanding invoices, and weekly payment totals at a glance.
Customer View — Orders Tab
Every order for a customer with live status badges, financial totals, and one-click access to items, shipments, invoices, payments, and activity via the tab bar.
Customer View — Items Tab
Full item-level management: SKU, description, vendor, value, memo status, and verification status. Inline verify, bulk-verify, add-to-shipment, and certificate-view buttons per item.
Bulk Verify
Upload an Excel sheet of verification results and the system automatically marks matching items as Verified — saving hours of manual data entry for high-volume orders.
Shipment Builder
Drag verified items from the pool into a shipment, or use "Auto-Split by Vendor" to create all shipments in one click. Carrier label and tracking number generated via ParcelPro instantly.
Shipments — Dispatched & Returns
Track every outbound and return shipment. Dispatched shipments show carrier, tracking, and status. Return shipments track the journey back from customer to warehouse.
Invoices Tab
Create invoices for any subset of shipped items. Three types: Standard, Memo Confirmation, Return Freight. Download PDF, send by email, track payment status — all in one view.
Payments Tab
Record wire transfers, checks, and ACH payments against open invoices. Payment history shows exact allocation, outstanding balance, and payment method for every transaction.
Memo Tracking Dashboard
Full consignment lifecycle management. Track every item sent on approval across all customers — dispatch, keep-confirmed, invoice issued, or return. Automated reminder emails included.
Activity Log
Full audit trail of every action on a customer's account — orders created, items verified, shipments dispatched, invoices sent, payments recorded, and memo decisions. Filterable and paginated.
User Management
Create and manage admin users with role-based access control. Assign roles, enable/disable accounts, and manage per-device API tokens for mobile clients.
Company Management
Manage customer companies — contact info, billing addresses, associated users, and payment terms. Central repository for all your wholesale trade partners.
Pickup Address
Manage warehouse pickup addresses used when generating carrier labels. Multiple addresses can be configured and selected per shipment.
