SourceEZ OMS

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Order #	Customer	Items	Status	Factory
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	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

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

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

Code	Contact Name	Business Name	Email	Tags	Currency	Markup Tier	Actions

Active Factories

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

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

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Stock B2B Catalog

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

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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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Metafield Mapping

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

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Inbox

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RE: PO-2026-048 Production Update

Endeavour → Order #1311, #1312

Endeavour Factoryfactory@endeavour.cn

Today at 2:34 PM

Hi SourceEZ Team,

Production on PO-2026-048 is on track. We've completed cutting for all items and samples are ready for your approval.

Please confirm the attached sample photos before we proceed with full production.

Expected completion: March 20, 2026

Best regards,
Endeavour Production Team

Attachments (2)

sample_front.jpg (245KB)

sample_back.jpg (198KB)

Cam (You)Admin

Yesterday at 4:15 PM

Thanks for the update. Please confirm quantities below:

RS0003A_BPMIT_1: 86 units
RS0001A_UDSST_1: 98 units
RS0001Y_UDSST_1: 26 units

Date	Factory	Type	Reference	Changes	Status	Actions
No pending approvals

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

Order

Customer

Display Name

Items

Status

#1312

RS → BPMIT

Bay of Plenty Makos - Playing Tees

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

Desc

Qty

Unit

Total

RS0003A_BPMIT_1

Playing Tee V-Neck Adult

$11.66

$1,002.76

RS0001A_UDSST_1

Set.S Tee Rnd Neck Adult

$9.44

$925.12

RS0001Y_UDSST_1

Set.S Tee Rnd Neck Youth

$9.44

$245.44

Order	Customer	Display Name	Items
#1303	RS → WEHP	Wendy Harper Darts - Polo	40

Order

Customer

Display Name

Items

#1303

RS → WEHP

Wendy Harper Darts - Polo

Product	Desc	Qty	Unit	Total
RS0004A_WEHP_1	Polo Raglan Adult			$424.00

Product

Desc

Qty

Unit

Total

RS0004A_WEHP_1

Polo Raglan Adult

$424.00

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

Product

Size

Qty

Unit

Total

RS0003A_BPMIT_1

2XS

$14.98

$59.92

RS0003A_BPMIT_1

$14.98

$89.88

RS0003A_BPMIT_1

$14.98

$179.76

RS0003A_BPMIT_1

$14.98

$269.64

RS0003A_BPMIT_1

$14.98

$329.56

RS0003A_BPMIT_1

$14.98

$209.72

RS0003A_BPMIT_1

2XL

$14.98

$119.84

RS0003A_BPMIT_1

3XL

$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

Tier

Buy Qty

Buy Price (USD)

Sell Qty

Markup

Sell Price (AUD)

$8.89

A (60%)

$28.50

11+

$8.17

11+

A (60%)

$26.60

51+

$7.78

51+

A (60%)

$25.60

101+

$7.22

101+

B (50%)

$23.30

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

Size

2XS

2XL

3XL

4XL

5XL

Half Chest

Length

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

SKU

Customer

Sub-Customer

BP1

SP1

RS0001A_UDSST_1

Unnatural Disasters

$9.44

$24.40

RS0001A_KFAC_GG

Kick for a Cause

$8.89

$28.50

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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

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Email Notification Templates

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