Dashboards

My Dashboard

Trophies

Sales

My Commissions
Reports

Sales & Money

Quotations

Payments

Tickets

Production

Items

Products

Soaking Tests

Damage

Employees

Employee CommissionNEW

Employee TimeNEW

Dispatch & Documents

Dispatch

ROR's

Documents

Reference

PH Register

Species

Curios
Contacts

Clients

Hunting Outfitters

Hunting Agents

Export Agents

Import Agents

Professional Hunters

Suppliers/Sub Contractors

Concessions

Employees

Depos
Jobcards

Soaking

Fleshing

Manikins

Mounting

Finishing

Tanning

Skull mounts

Skull cleaning

Employee Tasks
Prices

Product Type

Your Price lists

Base Price lists
Orders
Notes
Settings

Profile

App Settings

Pay methods

Transaction types

TV Devices

Work Skills

Base Types

Quality Checks & Audits

Scan e-Mails

Follow-ups

Log out

Bulk edit

Label name

Edit 12 Items

Show

EMPLOYEE

Section › Identity

1 of 1 sections

Profile photo

A clear face shot helps managers spot the team member at a glance — used on dashboards and the kiosk.

—

⬆

Click to upload or drag & drop

JPG, PNG or WEBP · up to 5 MB

Identity

Legal name, ID and demographics.

—

First name * Middle name Surname

ID/Passport No. Date of birth

Nationality Gender

Contact

Phone, email and physical address.

—

Reach

Phone

Address

Search address

Line 1 Line 2 Suburb City Province / State Country

Zip code

Additional information

Type-specific details.

—

Type of hunter Client's language Currency Sales discount % Subcontractor or Supplier Job title Income tax number Date appointed Date dismissed Commission % Second level commission %

Business

Company registration, VAT and commission terms.

—

Company name Company registration number

VAT registered?

Yes

VAT number

Commission % Include VAT in commission

Bank details

For commission payouts and supplier payments.

—

Bank name Account holder Account number Branch code

Account type

Signatories

People authorised to sign permission-to-hunt documents on behalf of this concession — trustees, directors, or shareholders for trust- or company-owned land. The concession owner is always implicitly available; add signatories here only when paperwork is signed by someone other than the owner.

0 listed

No signatories yet

The concession owner can sign by default. Add a signatory only when paperwork is signed by someone else.

+ Add signatory

Role

Tap a chip to assign. Drives Job Card auto-routing on the production floor.

—

Worker Manager Owner only

Flesher

Zebra Flesher

Cleaner

Stitcher

Skull cleaner

Manikin caster

Mounter

Base maker

Taxidermist

Finisher

Stretcher

Trimmer

Skull mounter

Skull bleacher

Packer

Production manager Workshop — gets jobs done to the ROR

Sales manager Clients, ROR invoices, deposit chasing

Admin manager Permits, hunting outfitters, legal documents

Accounts manager Payments and outfitter commissions

Idermy access switched on — a manager needs to be able to sign in.

Automation

Which workflows this person is responsible for.

—

Invoicing

Hunting Docs

Production

Finance

Dispatch

Security

What this team member can see inside Idermy.

—

Give this employee access to employee security settings This employee can see the Dashboard sales This employee can see my Dashboards This employee can see the price list inputs and "create btn"

Kiosk PIN

For the wall-mounted iPad clock-in kiosk at the workshop.

—

Status: —

Generate new kiosk PIN

A new 5-digit PIN is created and shown once. Write it down before closing the popup — the system never displays it again. If the employee forgets, generate another one.

App Password

The password this outfitter uses to sign in to the Trophex outfitter app.

—

Status: —

Generate

Save password

The password is shown once after saving, so write it down or send it to the outfitter before closing the popup. Idermy stores it scrambled and can never show it again — if it is lost, simply set a new one here.

SPECIES

Species › Identity

1 of 3 sections

Identity

Canonical names for this species. Common name shows in pickers across the app; scientific name disambiguates and matches CITES / TOPS appendix references.

Required

Common name Scientific name

Legacy type (read-only) Free-text field preserved from the old classification. Superseded by the per-province grid below — kept here only because other parts of the app still read it. Dangerous game

Yes

Tick for the dangerous-game species (elephant, buffalo, rhino, lion, leopard, hippo). Drives the PH Register Check engine to require a dangerous-game-certified PH licence on registers containing this species.

Variant

Is this species a colour variant of another species (e.g. Black Wildebeest as a variant of Blue Wildebeest)? Variants inherit province classification from their base — no per-variant grid.

Base

Colour variant of another species?

Yes

Base species Only TRUE base species appear in this list — variants can't reference other variants (single-level only).

Province classification

Tier required to legally hunt this species in each province. Drives the PH Register Check alert engine (Phase 3). Tap a tier to assign — the row's selection writes one species_provinces row.

0 set / 9

Inherited classification. This species is a variant — its province classification is read from its base. Edit the base species to change it.

Province

Tier

Tier scale — light to severe:

No permit — landowner permission only (e.g. warthog, jackal)
On P3 — ordinary game listable on Section 33 / P3 (e.g. kudu, gemsbok, blesbok)
Needs permit — ordinary/separate permit but not TOPS/CITES (e.g. caracal, baboon)
TOPS — Threatened or Protected Species (e.g. black wildebeest, roan)
CITES — international CITES permit (e.g. leopard, lion, cheetah)

Lost

Hold

Complete

Status:

Received

Tagged

Qouted

Deposit Paid

In process

Finalizing

Ready

Dispatched

Shipped

Age: 23 days

Received: 2021/09/21

Est completion date: 2021/09/21

Hier kom die note se heading

Hierdie is die nota gewoonlik is dit redelik lank so ek skryf maar so bietjie meer net vir ingeval sodat ek kan sien hoe dit lyk

Bertus Steenkamp

2022/02/12

Hier kom die 2de note heading

Hierdie is die nota nommer 2 n korter een

Corli Erasmus

2022/03/22

ROR's
Products
Product Types
Orders
Items
Documents
Curios
Photos
Tickets
Tasks
Clients
Dispatch
Skills
Notes
Process
Payments
Process
Files
Invoice
Process
Devices

Add a File

Show deleted

PRODUCT TYPE

Section › Product details

1 of 1 sections

Product details

Name this product type, choose how it's priced, and link it to a pricelist section.

—

Product type name Pricing model Pricelist section Days to complete

Scale questions

When a staff member adds this product, which extra details should we ask them? Toggle YES to include the question on the product form.

—

Fixed price

Set the base purchase cost, markup, and selling price. Enter any two — the third recalculates automatically.

—

Purchase price × Markup % = Selling price

Selling price links to the base pricelist. If no base list exists yet, save will skip this step — set one up in Pricelists first.

Ordering & supply

If we have to order this product from a supplier or subcontractor, set that up here.

Optional

Do we need to order this product?

Switch to YES if this product comes from a supplier or subcontractor and isn't made in-house.

YES

Supplier details

Supplier / Subcontractor

Is this product dependent on a Product or Item?

YES

Do we need to dispatch a Product or Item when placing the order?

YES

Visibility & status

Control whether this product type appears on the printed pricelist, and activate or deactivate it.

—

Display on price list When ON, this product type appears on the printed pricelist documents sent to clients.

Deactivate product type

Removes it from new product selections. Existing products keep the link. You can reactivate any time.

Deactivate

PRODUCT

Section › Product details

1 of 1 sections

Product details

Pricing model first — the rest of the fields appear based on what you pick.

—

Product type pricing model Specie name Select linked items

Type of product Product Product name Auto-calculate price Price

Dip & Pack items

Per-part pricing. The total becomes this product's price.

—

Item	Price list	Price

Description

Product-type questions plus an extra description field.

—

Extra description

Add-on products

Bolt-on items like pedestals, bases or shields.

—

+ Add another

Status

Where this product is in the production workflow.

—

Current status

RECEIVE ORDER REPORT

Edit ROR

Section › Client details

1 of 5 sections

Client details

Who's this ROR for? Linked to a Contacts record.

—

Client

Finance

Currency, price list and what the client wants done.

—

Currency Price list

Preference

Mount

Dip & Ship

Link contacts

Outfitter, agents, depot and the employee handling this ROR.

—

Employee assigned to this ROR

Hunting outfitter HO commission %

Hunting agent Exporting agent Importing agent Depot

Received items

Trophies, documents and curios delivered with this ROR.

—

Trophies

Documents

Curios

Shipping instructions

Destination, insurance, customs and freight terms.

—

Country of destination Airport of destination

Insurance required Insured value

Declared value for customs

Freight charges Destination import charges

Does the consignment contain any dangerous goods? Please describe

Special instructions

ITEM

Section › Item details

1 of 4 sections

Item details

Trophy item identification and storage.

—

ROR number Specie name Storage Location

Curio details

Curio item identification and storage.

—

ROR number Curio type name Curio name Storage Location

Parts

Select the part(s) associated with this item.

—

Curio Material details

Note

Free-form notes about this item.

—

Note

Item status

Where this item is in the workflow.

—

Status

Document check

⊟ Hide photo

INTAKE CHECKLIST Take it off the checklist

This register is not on the intake checklist

It works exactly as it always has. Add it to the checklist to start chasing its papers — it will appear on your dashboard until they are all in.

🔒 Everything below opens once the checklist is green.

✓ All clear Ready

! 0 Invalid ○ 0 Outstanding ⊙ 0 Not classified ✓ 0 Passed ⊘ 0 Overridden

⟳ Save & re-check

CHECKS click a row to jump to its field

⎙

Ready to print & export

One click bundles register + linked docs into a single PDF pack.

All 0 Invalid 0 Outstanding 0 Not classified 0 Passed 0 Overridden 0

All clear — no checks are configured yet. Rules will land in Phase 3 Commit 2.

Override history

DOCUMENT DETAILS

ROR nr:

Document nr:

Commenced date:

Terminated date:

Province:

CLIENT

Client name:

Passport:
Phone:
Email:
Address:

Client signed this PH register

Sign date:

PROFESSIONAL HUNTER

PH License:

PH name:
PH ID:
Address:

Professional hunter signed this PH register

Sign date:

HUNTING OUTFITTER

HO License:

HO name:
HO ID:
Phone:
Email:
Address:

Hunting Outfitter signed this PH register

Sign date:

SPECIES HUNTED

Species	Permit	Kill date	Sex	Status

+ Add species A permit is added on the concession. A permission to hunt is added on this register’s Documents tab. Both then appear in the list here.

PERMIT DETAILS

Permit nr:

Valid from:

Expiry date:

Province:

FARM

Farm:

Permit holder signed this permit

SPECIES LISTED

Add Species:

Linked to register:

VALIDITY

Valid from:

Expiry date:

FARM

SPECIES LISTED

SIGNATORY

Signed by:

This permission to hunt has been signed

LICENSE DETAILS

Permit nr:

Valid from:

Expiry date:

Province:

HO DETAILS

HO name:

HO name:
HO ID:
Phone:
Email:
Address:

Hunting Outfitter signed this permit

LICENSE DETAILS

Permit nr:

Valid from:

Expiry date:

Province:

Dangerous-game licence

PH DETAILS

PH name:

PH ID:
Phone:
Email:
Address:

Professional hunter signed this permit

CLIENT

Client name:

Passport:
Phone:
Email:
Address:

Client signed this permit, also tik this box if there is no place for the client to sign

Page of

No document yet You scan the register once the checklist is green.

Add a page

DISPATCH

Create a dispatch

Section › Dispatch type

1 of 2 sections

Dispatch type

Pick the dispatch method first — recipient sections appear based on your answers.

—

Type of dispatch How will items be dispatched? Who will be collecting these items? Who will be delivering these items? Delivery destination option

Exporting Agent details

Who's exporting, and when they're collecting.

—

Exporting Agent Collection date

Other company details

Company name, contact, phone, address — full details for non-standard recipients.

—

Company name Contact at company Phone

Email Address line1 Address line2 Suburb City Province/State Country Zip code

Sub contractor details

Who's the sub contractor handling this dispatch.

—

Sub contractor

Dispatchable Items

Pick the products, documents, curios, and items to include.

—

Products

Documents

Curios

Items

TICKET

#—

You're busy with a ticket — your screen is waiting behind

New Active Closed Overdue

What this ticket is about

Edit the ticket text

Save

Cancel

0 / 300

Ticket details

Linked to

Actions

Reschedule

Defer to someone

Add task

Add checklist item

Mark reviewed

Close ticket

Reschedule this ticket

Save new date

Cancel

Defer — hand this ticket to someone else

Defer ticket

Cancel

Add a task to this ticket

Add task

Cancel

Add checklist item

Add

Cancel

Mark reviewed — set the next review date

Also move the due date to this date

Confirm review

Cancel

Checklist

Activity

Add a note

Show this note in the Hunting Outfitter app

Save note

New ticket

Priority

Normal

Medium

High

Ticket

Due date Review Ticket type Assign to

Edit the ticket's links

ROR Product Specie item Curio item Document item Client Hunting Outfitter Professional Hunter Concession Export Agent Import Agent Hunting Agent Supplier Team member Depo

Save links

Cancel

Change type & review cadence

Save

Cancel

Set priority

Normal

Medium

High

Cancel

Ticket Check Item/s

Discription of check item:

Add Check Item

	Title

Create a task

REMEMBER - A task is something that one can complete in less than a day. If something takes longer or more than one step to complete create a Ticket

Task

Due date Task type Assign to

Show this task in Hunting Outfitter app

Your comment

Comment

By:	Comment:	Date:
Bertus:	Ek dink dit sal mooi werk as ons dit so doen op die manier	01-03-2021

Soaking Jobcard

ROR	Specie	Skin type	Cage
21 231	Impala	Cape	2

PAYMENT

Add a payment

Section › Payment details

1 of 2 sections

💳

Payment details

When the payment came in, what kind of transaction it is, and through which channel.

Date received * Transaction type * Payment channel *

💰

Amount details

The invoice amount in its original currency, and the ZAR equivalent that actually landed in the account.

Currency * Invoice amount * ZAR equivalent received *

Pipeline Inflow

Mounting Backlog

work points

0 / 0 pts this month

0% of monthly target backlog 0 pts · clears —

Received

vs last yr

This year 0–

This month 0–

Today 0–

Dispatch

vs last yr

This year 0–

This month 0–

Today 0–

Processing

Fleshed skins

vs last yr

This year 0–

This month 0–

Today 0–

Skull cleaned

vs last yr

This year 0–

This month 0–

Today 0–

Skull mounts

vs last yr

This year 0–

This month 0–

Today 0–

Skins tanned

vs last yr

This year 0–

This month 0–

Today 0–

Output & Alerts

Mounts Completed

vs last yr

This year 0–

This month 0–

Today 0–

Damage reports

attention

This year 0–

This month 0–

Today 0–

Received

Annual target

Yearly Trend

Next year forecast —

Actual Forecast Growth trend

12-Month Receivings

This year Last year 3-yr avg

Outfitter Race

Mounting Backlog

main line: fleshing › casting › mounting › finishing · 1 pt = R100 base price

Finished this month

— pts

Monthly target

— pts

≈ — mounts at the average product mix

Backlog on the books

— pts

—

Pace vs target

Work points finished per month — this year against last year, the 3-year average, and the target.

this year last year 3-yr average Target — pts

Station flow — the main line

In a balanced workshop all four stations finish the same points per month — every trophy passes through all four. The lagging station is the bottleneck.

fleshing › mannequin casting › mounting › finishing

The 12-month promise

From the day a client pays a deposit, the clock runs: 12 months to finished.

Promise already broken

— pts

— trophies past 12 months (or deadline < 30 days) — these need a personal call.

Forecast late at this pace

— pts

—

On track

— pts

— trophies forecast to finish inside their 12 months.

—

What if we hire? simulator — click the buttons

A new worker is assumed to do the team average of their station. New hires start delivering next month (one-month lead). The line only moves as fast as its slowest station — so watch the bottleneck jump when you fix one.

—

needed: —

—line pace pts/mo

—bottleneck

—of promises kept

—backlog clears

—

Side streams not in main-line numbers

Work that runs beside the main line — visible here so nobody's work disappears.

Worker scoreboard

Points through each worker's check this month · redos = work sent back at a later check.

Workers and staff screens see points only — never prices. Redo reasons come later with QC Step 5; redo counts work today.

honesty notes
All values ZAR-normalised first — foreign-currency RoRs are converted at today's rate before summing.
30%-deposit fix applied — payments now compared native-to-native, correcting stage & aging classification for foreign-currency RoRs.
—

Fleshed Skins

Skins fleshed YTD

—

Skins this month

—

Avg holes cut per skin (YTD)

—

12-Month Fleshing

This year Last year 3-yr avg

Hole Distribution — YTD

Across this year's fleshed skins — how many holes were cut?

Flesher Leaderboard

Ranked by fewest holes cut per skin (best = top). Min 10 skins YTD.

FlesherSkinsAvg/skin

Hello

View profile

Trophex Team

To Quote · new on my desk

A row leaves the moment the quotation is sent.

Quoted — Awaiting Deposit

Your decisions

Waiting on clients — nothing for you to do

Auto-leaves when the jar reaches 30%.

The Chase — Needs Me

"Can't reach him" stops the chase and opens a Contact Info ticket — closing that ticket wakes the ROR again.

Ready — Final Payment

Ask for the money

Asked — waiting on clients

Auto-leaves when the jar is full.

Papers — Expiring

Renewals are slow, so this looks three months ahead. Save a renewed expiry date and the row leaves by itself — there is nothing to tick off.

PH Registers

A register leaves this room when the papers are in AND it has been captured and uploaded — not when the checklist goes green. If the job is closed or put on hold, its register drops off by itself and comes back if the job does.

My Tickets

All Overdue Due today Later

PODs — proof of delivery

Needs me today

Sleeping

Old stock

A crate leaves this room when its POD is uploaded onto the job — not when the job closes. Sleeping crates are one click away and always editable.

Employee Clockings

A case leaves this room by itself the moment the clocking is right — fill in the clock-out, or mark the day absent, and it is gone. Closing by hand is only for a day when he was here, forgot to punch, and no time is being given. Today's open clocking is never a fault: he is still in the workshop.

My Notes

+ New note

Team Tickets

WELL DONE!

My dashboard

Total monthly commissions

At Trophex, we're committed to transparency and clarity, especially when it comes to how your earnings are calculated. Here's a quick guide on how we determine your monthly commission:

Complete Orders:
We consider only those orders that are 100% completed. Every product in the order must be fully prepared and ready for shipment.
Base Value Calculation:
We calculate the base value of each completed order. This is the total cost of the order in its entirety.
Commission Percentage:
Your commission is a percentage of the order's base value. This percentage is credited to you.
Monthly Tally:
Commissions are calculated monthly. So, if an order completes in a given month, that's when it counts towards your earnings.

Have questions or need assistance? Our team is always here to help. Reach out to us anytime for support or further clarification.

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
	R0K	R0K	R0K	R0K	R0K	R0K	R0K	R0K	R0K	R0K	R0K	R0K
	R0K	R0K	R0K	R0K	R0K	R0K	R0K	R0K	R0K	R0K	R0K	R0K

2021 total: R0.00

2020 total: R0.00

ROR Nr.	Client name	Commission Amount R

ROR ready to be dispatch

ROR Nr.	Client name	Commission Amount R
23-234	Jonny Harding	R234.12
23-214	Maty Greyling	R114.15

BANK

Add a bank

Section › Bank details

1 of 2 sections

Bank details

The bank or payment channel itself, the account it pays into, and the currency it uses.

Bank / payment method name * Currency

Account name Account number

Account type Branch code SWIFT code

Bank address

The bank's physical address — printed on invoices for international clients who need the routing.

Address line 1 Address line 2

Suburb City Province / State

Country Zip / Postal code

TAXIDERMY

Taxidermy Profile

Section › Logo

1 of 4 sections

Logos

Two logos: one for white surfaces (invoices, certificates, price lists), one for dark surfaces (the app UI, login screen). Square 300×300 PNG or JPG works best. The dark-mode logo is optional — leave it empty if your main logo already reads well on dark.

Main logo For invoices, reports & certificates

Choose main logo

Dark-mode logo For the app UI & login screen · optional

Choose dark-mode logo

Information

Trading name, legal entity, registration and tax details. Used on every document this business generates.

Trading name Legal company name

Company registration number VAT number

Customs code number Default bank account for reports

Contact details

How clients and outfitters can reach you. Surfaces on emails and invoices.

Phone number Email Website

Address

Physical location of the taxidermy. Shown on shipping documents and client-facing forms.

Address line 1 Address line 2

Suburb City Province / State

Country Zip / Postal code

Company documents

Trophex's own papers — the standing permit, the company veterinary certificate, and anything else with an expiry date. Give each one its issue and expiry dates and they will appear on the Expiring Papers door three months before they run out. Attach the document itself so it is never hunted for.

+ Add a document

Add a document

A document is an uploaded PDF (price list, permit rules, policy). Give it a clear title — the file name isn't shown to the assistant.

Title * Up to 120 characters. Shown on the list and used for search. PDF file *

Click to choose a PDF

PDF only · pick from your computer

The PDF's text is extracted on upload so the assistant can search it.

Review quote

Check the extracted line items, adjust anything that isn't right, and save. Prices come from your price list — never invented. The PDF is generated on save.

Recipient

Search existing (client or HO)

Name *

Email VAT No

Pricing & validity

Price tier *

VAT mode VAT rate %

Valid until Currency

Line items

Species

Product

Qty

Unit price

Line total

Notes

Subtotal

—

VAT

—

Total

—

Quality Check — properties

Heads up: Edits here update the database but won't reach the MobileApp until Step 5 ships.

Name * Up to 40 chars. Shown on the admin list and as the QC tile label. Display label * Up to 60 chars. Shown to workers + on the detail header. Trigger process * The workflow stage that fires this QC. Must match a process token used in the MobileApp. Item type * Which table this QC's items come from. Icon reference Stock-library key. Custom icon uploader lands in Step 8. Status Archived QCs are hidden from worker menus but kept in history.

Question — edit

Heads up: Edits here update the database but won't reach the MobileApp until Step 5 ships.

Question text * Up to 500 chars. Verbatim — workers see this exactly as typed. Input type * Controls what widget the worker sees and what gets stored. Required Worker must answer / capture before submitting.

yesno settings

Fails when answer is Inline sub-control Sub-control opens when answer is Sub-control label text Only used when sub-control is "Label".

Fail trigger and sub-control are independent — a question can fail on NO and still open a textarea on YES for context.

select_emp settings

Filter dropdown by skill Only employees with this skill in emp_skills will appear.

photo settings

Photo count Number of photos required (1–5). Prompt text

Photos can't fail. They can be required (toggle above).

number settings

Fails when value is Threshold Threshold max (only if "between")

Fail behaviour

Create task on fail Auto-create a Quality Fix task when this question fails. Task description template Placeholders: {itemName} · {rorNumber}. Assign task to Pick an earlier select_emp question in this QC — the worker chosen there gets the task.

Show rules — when does this question appear?

Combine rules

Empty rules = question is always shown.

SETTINGS

App Settings

Monthly targets

Target numbers used by the dashboards and progress reports to compare against actual production.

Mounting target

VAT rate

Used on invoices and price calculations. Enter as a percentage — e.g. 15 for 15%.

VAT rate (%)

Workflow features

Optional production workflow stages. Off by default — flip on once the feature has been set up.

Enable Base workflow stage Adds the Base Maker stage between Mounting and Finishing for products that have a base. Until on, the base dropdown is hidden in the product form and new orders skip the Base stage entirely. Old orders with existing base prices keep displaying correctly.

Quotation terms & conditions

Permanent T&Cs printed on every quote PDF under the per-quote notes. Payment terms, deposit rules, validity policy, etc.

Sales dashboard

The book

Confirmed book deposit received

—

Unconfirmed book invoiced, no deposit

—

Payable now dispatching & shipping

—

View collection list →

Money in

Cash received per month

Received Expected Prev 3-year average

Outstanding money by stage

Confirmed book only — the closer to Shipping, the sooner it arrives

In production Due now

Unconfirmed book by age

Time since invoice, no deposit ever received — chase or write off

Oldest unconfirmed RORs

Invoiced, zero payments — sorted oldest first (drill-down from the age chart)

ROR	Client	Outfitter	Invoiced	Age	Value

Outfitter commission

Payable now

—

Pipeline

—

Potential

—

if the unconfirmed book converts and pays in full

Payable Pipeline Potential

Employee commission

Pay period

Total commission —

#	Employee	Commission

Employee time

Pay period

Normal —

Overtime — beyond 9h in a day

Sunday —

Public holiday —

Needs attention — to fix or confirm before payroll

#	Employee	Days	Normal	Overtime	Sunday	Pub hol	Attention

FILE

Upload a file

File details

Give the file a short title and a description, then pick a PDF or JPG to upload.

File title File description

File

⬆

Click to choose a file

PDF or JPG · pick from your computer

PRICE LIST

Price list

Price-list name

Currency Exchange rate

Margins & commission

Specie margin Applied to mounting prices % Tanning margin Applied to tanning prices % Fixed margin Applied to fixed-cost items % Commission Outfitter / agent percentage %

↺ Rebuild from base

Recalculates every price from the base list using the rates above.

Filter columns

Pick up to 6 products to show as columns. Defaults to all.

Pricing › Products

— rows

▦ Products

◫ Dip & pack

● Fixed

⚙ System

⌕

Species

$ Quotation follow-ups Automatic deposit chasing

Today's planned sends 0

Held — nothing will go out 0

Needs attention 0

Settings

Deposit chase — gaps between sends (days) Chases the 30% deposit. Each number is the gap after the previous send, so 2,5,10,20 lands on days 2, 7, 17 and 37 after arming. Then the quote is flagged. Maximum 4 sends. Final payment chase — gaps between sends (days) Chases the outstanding balance once the work is finished. 2,3,4,5,10,10 lands on days 2, 5, 9, 14, 24 and 34 after the Final Payment email. Then it is flagged. Maximum 6 sends. Terms line Added to the bottom of every robot email and every invoice-button email, above the signature. Leave it empty and no line is added anywhere. Keep it a link only — no fees, percentages or clause numbers. Send hour Follow-ups leave at this hour. Digest hour Morning summary email hour.

⚠ Test mode Treats cadence numbers as MINUTES instead of days — for rehearsals only. Leave OFF in normal use; real clients must never be chased on a test cadence.

Email address Password

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Saved on the linked employee · follows the person, not the mailbox

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Soaking Jobcard

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Total monthly commissions

Understanding Your Commission

ROR ready to be dispatch

Sales dashboard

Cash received per month

Outstanding money by stage

Unconfirmed book by age

Oldest unconfirmed RORs

Employee commission

Employee time

Today's planned sends 0

Held — nothing will go out 0

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Signature

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