⌂ / Dashboard
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| Document | Account | Date | Status | Total |
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⌂ / Accounts
Accounts
| Date | Partner Name | Company Name | Contact | Phone | Stage |
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⌂ / Quotations
Quotations
| Quotation # | Partner Name | Customer Name | Shipping Address | Quotation Date | Valid Until | Total |
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⌂ / Quotations / New Quote
Create Quote
① Quote Entry② Quote Preview③ Quote Confirmation
Quote details
CitiXsys Limited, Ireland
1 UAT Site included
2026-08-09 (30 days)
0 GB
2 GB per Full User + 1 GB per POS User
| Product | Unit Price | Margin | Discount % | Partner Price | Qty | Line Amount |
|---|
Notes
Summary
Monthly subscription$ 0.00
Annual subscription (×12)$ 0.00
Professional services$ 0.00
Service charge (4%, Monthly only)$ 0.00
Grand total / year$ 0.00
⌂ / Quotations / New Quote / Confirmation
① Quote Entry② Quote Preview③ Quote Confirmation
✈
Quotation Created Successfully!
Quotation # has been submitted
⌂ / Sales Orders / Confirmation
🎉
Order Created Successfully!
Order # has been confirmed
⌂ / Sales Orders
Sales Orders
| Sales Order # | Partner Name | Customer Name | Order Date | Status | Total |
|---|
⌂ / Region Overview
Region — Pipeline
| Partner | Category | Accounts | Quotes | Orders QTD |
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⌂ / Registrations
Registration Approval Queue
| Date | Partner | Company | Country | Dedup | Action |
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⌂ / Administration / Partners
Partner Master
| Partner | Category | Margin % Y1 | Country | Parent Company | Region | Target | Status |
|---|
⌂ / Administration / Companies
Company Master
| Company | Scope | VAT / Tax | Bank Details (remit-to) | Status |
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⌂ / Administration / Products
Product Master
| Code | Name | Type | Price USD | Publisher | Comm. % | Status |
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⌂ / Administration / Regions
Region Master
| Region | Status | Used by |
|---|
Regions feed Partners, CSM/CSD users and the Service Rates grid.
⌂ / Administration / Service Rates
Service Rates Default Discount % and Max Discount % per Service product × Region · prices come from Product Master
Quote Entry pre-populates each service row's Discount with the Default % for the logged-in user's region. CSM/CSD edits are capped at Max %; Management/Admin are unrestricted; Partners see the discount read-only. Regions are maintained on the Regions screen.
⌂ / Administration / Email Templates
Email Templates sent via PocketBase mailer
Merge fields (click to insert):
{{doc_no}}
{{account}}
{{partner}}
{{total}}
{{created_by}}
{{document}}
— {{document}} embeds the full Quote / Order in the email body
⌂ / Administration / Users
Users
| Name | User Type | Partner / Region | Blocked | Status |
|---|
⌂ / Administration / Zoho Sync
Order → Zoho Sync Queue PHASE 2
| Order | Bill To | Company | CRM | Billing | Action |
|---|---|---|---|---|---|
| SO-100031 | Softconsult (partner) | CitiXsys Ltd (IE) | SYNCED | SYNCED | — |
| SO-100030 | Urban Basket (customer) | CitiXsys Americas (US) | SYNCED | FAILED · 401 | |
| SO-100028 | Sage (partner) | CitiXsys Ltd (IE) | PENDING | PENDING | — |
⌂ / Administration / Audit Log
Audit Log
| When | Actor | Action | Entity | Detail |
|---|
⌂ / My Profile