RFQ → Quote → PO → Invoice · See Progress · Do The Next Step
Twilight Optic · Pipeline (tap a stage — same 6 as board below)
→→→→→
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Money · Snapshot
Cash at risk · vendor exposure · top unpaid vendor invoices
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Vendor exposure
Top Unpaid Vendor Invoices
PO / Invoice
Total
Age
Split
1 · Build Request For Quote (RFQ)
Drafts · Suggestions → Finalize
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2 · RFQ's Sent - Awaiting Response
Drop Vendor Quote Here To Match RFQ
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PDF / XLSX / CSV · Selects Waiting RFQ → Official PO
3 · Send Official PO to Vendor
Review Extras → Approve Final PO → Send
Vendor quotes often add lines — Send stays locked until you Approve.
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4 · Receive Invoice Here - Awaiting Payment
Drop Vendor Invoice Here - Confirm Payment
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Vendor invoice PDF is what you pay & receive · Match against Official PO · Portal pay only (not QBO)
5 · Receive Products Into Inventory
Inbound · ETA · Tracking · Scan Receive
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Shows after Invoice confirmed Paid
6 · Accounting Close + Pack
Bookkeeper CSV (Not QBO Write)
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Inventory · Shipping Incoming · Financial stay linked from the header.
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RFQs & POs
Live lanes · click a row to open
Building
RFQ Drafts (Not Sent)
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RFQ's Sent - Awaiting Response
Drop Quote To Match RFQ
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Drop PDF/XLSX here or use Import Vendor Quote
Ready To Send
Official POs
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Sent / Invoice
On-Order · Await Pay
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Received / Closed
Done Lane
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Your Flow:
Request Recent Pricing (RFQ) or Request a Product Order (PO) ·
Send Official PO · Receive Invoice Here - Awaiting Payment · Receive Products · Accounting Close + Pack
Filling Competitor Gap
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1) Review Suggestions · 2) Create Quote Request · 3) Send Quote Request (Email Or Print For WhatsApp) · 4) Wait · 5) Import Vendor Quote → PO · 6) Send Purchase Order · 7) Invoice
Suggestions
What To Buy Next · Photos · Clear Why
Step 1 · Import A File (Optional)
Drop Excel / Word / PDF / CSV → Auto-Fill Quote Request Cart
We Read SKUs + Qtys, Match Shopify Photos, Then You Review Before Create Quote Request.
Add Any SKU (Not Just Suggestions)
Photo
Product / Why Buy
On Hand
Sold 14d
Shift %
Buy Qty
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Draft Catalog SKUs Excluded. Pack Sizes Snap For JMP/SPL. Photos Help Match What You Are Buying.
Draft Cart
Add suggestions →
Browse and demo freely. Save Cart before Create RFQ / Create PO so looking around does not spawn new docs.
Cart is unsaved — Save Cart to keep a draft in Lanes.
RFQ / PO Lanes
RFQ Drafts (Open Cost · Not Sent)
No RFQ Drafts
RFQ's Sent - Awaiting Response (Vendor Quote)
None Awaiting Response
Official POs (Priced · Not Sent)
No drafts
Purchase Orders Sent (On-Order)
None sent yet
Received / closed
None
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Select a doc to see the next step
Receive Products Into Inventory
Scan Receive · ETA / Tracking · Shopify Inventory
Only after Invoice confirmed Paid. Unpaid stay on Receive Invoice Here - Awaiting Payment.
Scan Receive · Tera D5100
Scan Packaging Barcode / SKU → Add To Inventory
Plug in scanner (keyboard mode). Click the scan box, then scan labels.
Each beep posts +1 (or set qty) against the PO line and bumps Shopify on-hand.
Financial trail: scan_receive events on the PO.
Receive is locked until the Invoice is confirmed Paid.
Ready — select PO, focus box, scan.
PO lines · remaining
Select a PO to see lines
Session scans
Paid POs with open qty below. Add carrier TN on the PO, then receive when goods arrive.
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Competitor Research
Competitor Gaps · Extra Assortment Ideas
Optional deeper research — not required to build an RFQ.
Day-to-day buying uses .
Fill → can stage a family filter into suggestions when useful.
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Receive against PO
Enter qty received per line. Confirms Shopify inventory increase (never invents).
Shipping
Open packages · labels · tracking · live while open
Live · 30s—
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Queues · Workload
Open · Today · Attention · Incoming
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Packages · Status mix
Pending drop-off · With carrier · Needs ops
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Today · Pulse
Orders · Need ship · With carrier · Incoming due
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Open Queue
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Today (Eastern)
Paid orders today—
Queue list matches Dashboard.
Fulfillment Flow
Shopify
→
ShipStation
→
Worker
→
PrintNode
Connection status from Systems Health
Incoming Tracker
Details →
Returns & inbound packages to OpticBuilds. Tap a package for notes, orders, tracking.
Package queue and actual ship status live under Shipping.
Financial Center
Books monitor · A2X posts sales · portal matches & monitors only · never auto-posts
SafetyA2X only sales poster·A2XSH ≠ A2XUS·—
HoldQuickBooks bank review scheduled for tomorrow — recon queue stays visible; no rush to force-match
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Books attention
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Snapshot window —
Not Systems Health · infra is separate
Recon status
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Run —
Open exceptions
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Cash expected
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matched / unmatched
Connections
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Shopify
A2XSH
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Amazon
A2XUS
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Quick actions
Cash match = last recon (bank vs payouts). Today→All = live sales windows (Eastern). Matched counts stay on recon. A2X posts books — portal never auto-posts.
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Channel
Severity
Title
Amount
Status
Actions
No exceptions for this filter.
Suggested matches (local ledger only)
Confidence from amount + date + channel. Confirm in QBO Banking to A2XSH / A2XUS — portal never posts sales.
Expected (unmatched)
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Bank (unmatched inflows)
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Actions write to the local recon ledger + audit log only. Match cash in QBO Banking to the correct A2X journal (A2XSH vs A2XUS).
Channel
Date
Amount
Status
A2X / ID
Bank
Age
No payouts/settlements in last recon snapshot. Run recon first.
Invoice email link (Shopify notification HTML):
https://YOUR-PORTAL-HOST/support?order={{ name | remove: "#" }}&email={{ email | url_encode }}&src=invoice
· Point public DNS or Cloudflare tunnel at this portal when ready.
Orders
Shopify + Amazon · tap a row for details
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Orders created today (Eastern) — Shopify + Amazon.
Order list
Tap row for detail
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Insights — revenue, products, repeat buyers
Revenue trend
Top products by revenue
Repeat customers
From recent order history
Customer
Times back
Inventory
Overview first · Shopify stock is source of truth · Amazon sales separate
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Health · On-hand by family
Full catalog breakdown — accessories, connectors, terminals no longer hide in Other
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Family
Units
SKUs
Share
Top stock drivers
Health · SKU bands
Healthy · Low (≤5) · Out
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Pressure · Snapshot
On-hand · Inbound · Amazon 30d sold
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★ Top sellers
Highest units sold · last 14d
↗ Trending
Demand rising vs prior 14d
⟳ Recent movers
Biggest swings (up or down)
Buy pressure
Replenish signals · Purchasing
SKU
On hand
Sold 14d
Shift
Buy
Inbound (paid POs)
Units still outstanding to receive
Open alerts
Mostly Shopify low stock
Shopify low stock
SKU
Product
On hand
Amazon top sellers (30d)
Amazon SKU
Title
Sold
Map
Shopify inventory only · Amazon qty never shown here · optional “Mapped” badge = identity only
Outstanding sent POs
Ordered with vendor · manufacturing / shipping · not yet received
Draft / review / approved stay in Smart PO until you mark them Ordered (sent). Only then do they count as on-order for suggestions.