SourceEZ OMS

Active Orders

Products

Open POs

B2B Customers

Factories

Add Product

Create a new base product

Purchase Orders

Manage factory POs

Customers

B2B customer directory

Settings

Configure system

Orders In Production

Order #	Customer	Items	Status	Factory
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All Orders

Pre-production

Production

Shipping

Received

Completed

	Order #	PO #	Customer	Factory	Display Name	Items	Date	Status	ETD	Tracking	Carrier	Msg	Files	Actions
No orders yet. Orders will appear here once synced from Shopify.

Total

Base

Customer

		Code / SKU	Type	Description	Category	Factory	Customer	Sync	Actions
No products yet. Add products to get started.

All POs

Draft

In Production

Shipping

Delivered

Closed

PO Number	Factory	Orders	Items	Total	Currency	PO Status	Order Statuses	Payment	📎	💬	Created	ETD	Actions
No purchase orders yet. Create a PO from the Orders page.

Code	Business Name	Main Contact	Users	Email	Type	Tags	Currency	Markup Tier	Actions

Active Factories

Code	Factory Name	Location	Lead Time	Sample Cost	MOQ	Base Products	Customer Products	Contact	Actions

Period

From

Customer

Factory

Revenue (NZD)

—

COGS (NZD)

—

Gross Margin (NZD)

—

Margin %

—

Monthly trend

Revenue (purple) vs COGS (light) per month. Margin shown above each bar.

Customer	Orders	Revenue	COGS	Margin $	Margin %

Grouped by product (SKUs combined across sizes). Sorted by margin $ — your best earners on top.

Product	Style code	Units	Orders	Revenue	COGS	Margin $	Margin %

Spend uses each PO's total_cost column. Currencies column shows what currency each PO was placed in.

Factory	POs	Currencies	Spend (PO ccy sum)	Spend (NZD, snapshot FX)	Spend (NZD, today's FX)	FX Δ

PO #	Factory	Currency	Orders	Revenue	COGS	Margin $	Margin %

Order #	Date	Customer	PO	Factory	Revenue	COGS	Margin $	Margin %

Items the system has flagged. Thresholds: low-margin < 20%, FX variance > 5%, unpaid POs within 14 days of ETD, stale POs > 60 days. Each list capped at 50 rows.

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Low-margin orders (0)

Order #	Date	Customer	Revenue	Margin $	Margin %

Orders with no PO (0)

Revenue booked, cost not yet allocated. Last 180 days.

Order #	Date	Customer	Subtotal

POs with no linked order (0)

Cost without revenue offset. Last 365 days, excluding drafts.

PO #	Factory	Currency	Cost	Created

Unpaid POs near or past ETD (0)

PO #	Factory	ETD	Days to ETD	Payment	Cost

FX-stale POs (0)

Submitted > 60 days ago, today's FX rate has moved > 5%.

PO #	Factory	Currency	Snapshot rate	Current rate	Variance	Age (days)

Data-Quality issues

The financials report can only be as accurate as the underlying data. These flag rows that likely contain errors — fix them during your data sweep and the numbers above will firm up.

Subtotal / line-items mismatch (0)

The order's subtotal column doesn't match the sum of its line_items[].price × quantity by more than $1. Usually a split or migration artefact — the line-items JSON is what the financials report uses, so a mismatch means the report disagrees with the OMS Orders page.

Order #	Date	Customer	Subtotal	Line items sum	Δ

POs with no FX snapshot (0)

Submitted POs missing the FX rate snapshot — COGS for these falls back to current rates which drift over time. Re-save the PO settings (or set the rate in Settings → Pricing) to capture.

PO #	Factory	Currency	Cost	Created

Order line items not matching any PO line item (0)

Order has a SKU on a line item but the linked PO doesn't carry that SKU. Cost is recorded as $0 for those lines. Either the PO is missing rows or the SKU on the order is wrong.

Order #	Customer	Unmatched lines	Unmatched value

Order

Summary

Revenue—

COGS—

Margin $—

Margin %—

Line items

SKU	Qty	Sell	Buy	Freight	Brand	COGS	Margin

Amount due (NZD)

—

Open payments (NZD)

—

Outstanding on open (NZD)

—

Total paid (NZD)

—

Avg payment (NZD)

—

Unpaid POs not yet in a payment. Tick POs from the same factory, then create a payment. Enter the reference, FX, banking fees & attachments on the panel that opens.

0 selected

	PO #	Factory	Status	Payment	Total	NZD	ETD	Created
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Run #	Status	POs	Factory	Method	Reference	Total	NZD	Paid	Created
No payment runs yet.

Payment

Quote #	Recipient	Status	Items	Total	Valid until	Created
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Quote

Product / style name

Description (shown to client)

Image

Click to upload

Product details (used when you Build Product — optional)

		PO #	Order #	Customer	Style	Qty	vol m³/unit	Volume m³	Factory
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	Shipment #	Status	Items	Qty	POs	Factory/s	Carrier	Tracking	Freight	Freight $?	Created
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Admin Users

Each admin signs in with their own email + password. Tick what they can access; the Owner always has full access. Use "Send password link" to email a one-time link to the user.

User	Access	Status	Actions
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Add a user

Name

Sections they can see

Can edit Settings Can manage admin users

Demo Accounts — logins for the demo at /demo

Quickly disable or reset the throwaway logins for the demo (/demo/admin, /demo/factory, /demo/customers). Shown in plain text on purpose — these are demo-only accounts.

Current demo password: —

Email the demo logins (all 3 portals + current password) to someone:

Reset all demo orders, products, POs & customers back to the original sample data:

Portal	Email	Status
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Vendors — brands shown as tiles in the customer portal Stock area

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Order Statuses

Status options for Orders (OMS). Drag to reorder.

Status Colors

Color coding for order statuses in table view.

Purchase Order Statuses

Status options for Purchase Orders. Drag to reorder.

Payment Statuses

Payment status options for Purchase Orders.

Order Views

Tab views for filtering orders by Shopify tag. Each view filters the Orders(OMS) table by the specified tag.

Product Categories

Technique

Colours

Neckline / Waist

Gender

Stock Product Default Tags

Tags added here are auto-applied to every new Stock Product on top of the category/neckline/gender auto-tags.

Stock Product Vendor

Auto-fills the Vendor field on every new Stock Product.

Size Groups (max 12 sizes per group)

Group Name	Sizes	Actions

Measurement Types (max 6 per product)

Pricing Formula

How sell prices are calculated from buy prices.

                                Sell Price = ((Buy Price + Freight) ÷ FX) × Markup
                            

Buy Price: Factory cost in USD

Freight: Looked up from freight table based on product vol/m³ weight

FX: Exchange rate (e.g., 0.60 USD/NZD)

Markup: Customer tier multiplier (e.g., 1.60x)

Example Calculation

Buy: $9.44 USD, Weight: 0.05kg → Freight: $0.50 USD (from Sea Freight table)
FX: 0.60 (USD to NZD), Markup: 1.60× (Tier A)

                                    Sell = (($9.44 + $0.50) ÷ 0.60) × 1.60 = $26.51 NZD
                                

Default Carrier Options

Available carriers for purchase orders.

These are the DEFAULT markup tiers and FX rates. This entire table is used for any customer that does not have their own custom markup tiers configured.

Default Markup Tiers

This entire table is the default. Used for customers without custom markup tiers.

Default Table — applies to all customers without custom tiers

Code	Markup %	Multiplier

Default FX Rates

Exchange rates from USD. Used in pricing calculations. Compare with live rates.

Currency	Manual Rate	Live Rate	Last Updated

Shopify B2B Catalogs OFF

Master kill switch for the B2B Catalog sync. OFF means existing product sync behaves exactly as today. Flip ON only after catalogs are created in Shopify and a test order has been verified.

Plan doc: project-documentation/B2B-CATALOGS-PLAN.md

Disabled

B2B Catalog

Not linked

Stock B2B Catalog

Not linked

— pushes every already-Shopify-synced product to its catalog. Long-running. Master flag must be ON.

Shopify Sync Audit

Compare every OMS product against its Shopify record. Read-only — no changes to Shopify or the OMS.

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Database Backups

Daily automatic backup at 02:00 NZT. Backups are stored in ImageKit under /db-backups.

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Shopify Integration

Store URLLoading...

Store Currency-

Connected

Metafield Mapping

Map Shopify product metafields to OMS fields. These are pushed when syncing products to Shopify.

Loading metafield mappings...

Email Settings (SMTP)

SMTP credentials are stored securely as Heroku environment variables. Set them via the Heroku CLI or dashboard.

SMTP Host—

Port—

Username—

Password—

From Address—

Email Notification Templates

Customise the subject and body of each automated email. Use {{variable}} placeholders — see each template's variable list. The SourceEZ purple header/footer is added automatically and isn't editable here.

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Inbox

Loading messages...

Select a message

Pick a conversation from the inbox

Select a conversation from the inbox.

Send to:

Date	Factory	Type	Reference	Changes	Status	Actions
No pending approvals

Leads

Emailed

Replied

Converted

Sent (30d)

Open rate

—

Name / Company	Email	Status	Sent	Last sent	Actions
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Every send, with delivery + tracking. Opens are unreliable (image proxies/pre-fetch); clicks and replies are the signal.

When	Lead	Subject	Status	Opens	Clicks	Template
No sends yet.

Applied to the bottom of every lead email. Use the HTML block and/or an uploaded image.

Signature HTML

Signature image (optional)

Preview

Order	Customer	Display Name	Items	Status
#1312	RS → BPMIT	Bay of Plenty Makos - Playing Tees	86	Visuals
#1311	RS → UDSST	Unnatural Disasters - Set.S Tees	124	Production

Product	Desc	Qty	Unit	Total
RS0003A_BPMIT_1	Playing Tee V-Neck Adult	86	$11.66	$1,002.76
RS0001A_UDSST_1	Set.S Tee Rnd Neck Adult	98	$9.44	$925.12
RS0001Y_UDSST_1	Set.S Tee Rnd Neck Youth	26	$9.44	$245.44

Product	Size	Qty	Unit	Total
RS0003A_BPMIT_1	2XS	4	$14.98	$59.92
RS0003A_BPMIT_1	XS	6	$14.98	$89.88
RS0003A_BPMIT_1	S	12	$14.98	$179.76
RS0003A_BPMIT_1	M	18	$14.98	$269.64
RS0003A_BPMIT_1	L	22	$14.98	$329.56
RS0003A_BPMIT_1	XL	14	$14.98	$209.72
RS0003A_BPMIT_1	2XL	8	$14.98	$119.84
RS0003A_BPMIT_1	3XL	2	$14.98	$29.96

Tier	Buy Qty	Buy Price (USD)	Sell Qty	Markup	Sell Price (AUD)
1	1+	$8.89	1+	A (60%)	$28.50
2	11+	$8.17	11+	A (60%)	$26.60
3	51+	$7.78	51+	A (60%)	$25.60
4	101+	$7.22	101+	B (50%)	$23.30
5	201+	$6.83	201+	C (40%)	$20.90

Size	2XS	XS	S	M	L	XL	2XL	3XL	4XL	5XL
Half Chest	52	54	56	58	60	63	66	69	71	73
Length	68	70	72	74	76	78	80	82	84	86

SKU	Customer	Sub-Customer	BP1	SP1
RS0001A_UDSST_1	RS	Unnatural Disasters	$9.44	$24.40
RS0001A_KFAC_GG	RS	Kick for a Cause	$8.89	$28.50

SourceEZ OMS

Dashboard

Add Product

Purchase Orders

Customers

Settings

Order Management

Product Database

Purchase Orders

Customers

Factories

Financials

Monthly trend

Data-Quality issues

Payments

Quotes

Freight & Shipments

Settings

Admin Users

Add a user

Demo Accounts — logins for the demo at /demo

Vendors — brands shown as tiles in the customer portal Stock area

Order Statuses

Status Colors

Purchase Order Statuses

Payment Statuses

Order Views

Product Categories

Technique

Colours

Neckline / Waist

Gender

Stock Product Default Tags

Size Groups (max 12 sizes per group)

Measurement Types (max 6 per product)

Pricing Formula

Default Carrier Options

Default Markup Tiers

Default FX Rates

Shopify B2B Catalogs OFF

Shopify Sync Audit

Database Backups

Shopify Integration

Metafield Mapping

Email Settings (SMTP)

Email Notification Templates

Message Center

Approval Center

Lead Generation

Users & Logins

Users at this Company