Working example concept

Owner Dashboard

A role-based view for owners to monitor hot leads, overdue follow-ups, pending orders, stock risks, collections, and missing product data.

Open Sample PDF
Hot leads
18
6 need action today
🔥
Pending quotations
€42.8K
12 active quotes
PDF
Overdue collections
€19.4K
5 payment promises missed
€
Stock issues
9
Low stock or missing incoming ETA
!

Today’s operating priorities

Owner view
Call Amsterdam Home BV
Quote sent 3 days ago, no response		Follow-up due
Confirm stock for LED-240
Reserved quantity exceeds available stock		Stock risk
Payment promise due
Nordic Retail Group promised payment today		Collection
Missing product images
12 SKUs cannot be added to catalog yet		Data cleanup

Pipeline summary

New to confirmed
New22 leads€31.2K
Interested14 leads€24.6K
Waiting8 leads€16.8K
Hot18 leads€52.4K
Confirmed7 orders€37.9K

Product database

SKU, barcode/EAN, pricing, supplier, documents, images
ProductSKU / EANCategorySupplierTier ATier BStatus
LED
Smart LED Strip 5m
Carton: 24 units
LED-240
8712345002401		LightingShenzhen Bright€7.80€8.60Active
BOX
Foldable Storage Box 45L
Carton: 12 units
HOM-118
8712345001183		Home StorageNingbo Home€5.40€6.05Missing image
PAN
Non-Stick Frying Pan 28cm
Carton: 10 units
KIT-331
8712345003316		KitchenYiwu Kitchenware€9.20€10.10Active

Smart LED Strip 5m

Active
SKU
LED-240
Barcode / EAN
8712345002401
Category
Lighting
Brand
LumaPro
Supplier
Shenzhen Bright Electronics
Carton
24 units / 13.5kg
This screen shows how product data can become the source for catalogs, quotations, inventory alerts, supplier tracking, WhatsApp replies, and future AI answers.

Pricing tiers

Customer-specific
Tier A€7.80High volume wholesale
Tier B€8.60Standard wholesale
Tier C€9.30Small reseller

Documents

Product datasheetAvailable
CE certificateAvailable
Catalog imageReady

Customer profile

Active

Amsterdam Home BV
Wholesale buyer | Netherlands

WhatsApp: +31 6 1234 8890
Assigned rep: Samir
Pricing tier: Tier A

Commercial profile

Credit limit€25,000
Open balance€8,450
Payment terms30 days
Last order24 Jun 2026

Follow-up history

Quote sent
LED Strip + Storage Box catalog shared
WhatsApp reply received
Asked for pallet quantity discount
Task created
Follow-up due today

Quotation builder

Select customer and products
SelectProductQtyCustomer price
Smart LED Strip 5m240€7.80
Foldable Storage Box 45L120€5.40
Non-Stick Frying Pan 28cm100€9.20
Open Sample PDF

Quote summary

Draft
CustomerAmsterdam Home BV
Selected products2
Total units360
Subtotal€2,520.00
Valid until20 Jul 2026
Share channelWhatsApp / Email
This flow is designed so the sales team can generate polished customer-specific PDFs without manual formatting in Excel or Word.

Wholesale Quote

Quotation #Q-2026-0712

Amsterdam Home BV
Valid until 20 Jul 2026
ProductQtyUnitTotal
Smart LED Strip 5m240€7.80€1,872
Foldable Storage Box 45L120€5.40€648
Subtotal€2,520

Generated from product database, customer tier pricing, and branded PDF template.

Quotation history

CRM linked
QuoteCustomerStatusTotal
Q-2026-0712Amsterdam Home BVSent€2,520
Q-2026-0708Nordic Retail GroupAccepted€6,430
Q-2026-0699Berlin Trade GmbHWaiting€3,780
View Generated PDF

Sales follow-up pipeline

New → Interested → Waiting → Hot → Confirmed → Lost

New

Paris Home SuppliesAsked for kitchen catalog
Antwerp DiscountWhatsApp inquiry

Interested

Berlin Trade GmbHNeeds German labels

Waiting

Rotterdam RetailQuote opened, awaiting PO

Hot

Amsterdam Home BVRequested pallet discount
Nordic Retail GroupPayment promise pending

Confirmed

Lyon WholesaleOrder created from quote

Orders management

Quotation to order workflow
OrderCustomerSourceStatusValueNext action
ORD-26071Lyon WholesaleQ-2026-0704Picking€4,920Warehouse confirmation
ORD-26066Nordic Retail GroupManualAwaiting payment€6,430Collection reminder
ORD-26055Madrid ShoplineQ-2026-0688Dispatched€3,210Delivery follow-up

Basic inventory

Available, reserved, incoming, low-stock flags
SKUProductAvailableReservedIncomingStatus
LED-240Smart LED Strip 5m4203601,200 ETA 22 JulWatch
HOM-118Foldable Storage Box 45L8472600 ETA 29 JulLow stock
KIT-331Non-Stick Frying Pan 28cm3101000Healthy

Supplier records

China factories and documents
SupplierProductsDocsStatus
Shenzhen Bright Electronics42 SKUsCE, datasheets, imagesComplete
Ningbo Home Products28 SKUsMissing carton specsNeeds update
Yiwu Kitchenware35 SKUsImages pendingNeeds update

Future supplier portal readiness

The Phase 1 data model can be prepared so suppliers can later upload product documents, shipment files, container details, certificates, and image assets without changing the core product structure.

This is intentionally shown as future-ready, not fully built in Phase 1.

Collections and payment tracking

Outstanding balances, promises, overdue alerts
CustomerOpen balanceDue datePromiseStatusAction
Nordic Retail Group€8,45002 Jul 202606 Jul 2026OverdueSend WhatsApp reminder
Amsterdam Home BV€3,20012 Jul 2026NoneDue soonAssign rep
Madrid Shopline€0--ClearNo action

WhatsApp inbox

Amsterdam Home BV
Can you send price for LED pallet?
Berlin Trade GmbH
Need Dutch catalog.
Nordic Retail Group
Payment will be done today.

Conversation

Matched to CRM
Hi, can you send price for LED strip if we take one pallet?
Sure, I am checking your Tier A pricing and available stock.
Please include delivery terms and PDF quotation.
Inbound messages are matched by WhatsApp number and can become leads, tasks, quotation requests, or follow-up reminders.

AI assisted reply

Human approval
Suggested draft:

Hi, based on your Tier A pricing, the Smart LED Strip 5m is €7.80 per unit. For one pallet quantity, I can prepare a formal PDF quotation with available stock and delivery terms for approval.

IntentPrice request
Data usedProduct DB, pricing tier, stock
GuardrailNo discount promise without approval
ActionCreate quote + assign rep