Home › Dashboard
Registered Systems
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Maintenance Due
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Active Certificates
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From Supabase
Active Retailers
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From Supabase
Recent Registrations
View all| Serial / QR | Model | Company | Status | Next Maint. |
|---|---|---|---|---|
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Exam Activity
TCM PanelLoading…
Retailers
ManageLoading…
Home › Management › Retailers
Retailers & Clients
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Total
0
Active
0
Clients (DB)
0
Service Centers
0
Training › Service Centers
Service Centers
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Management › Components Catalogue
Components Catalogue
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Total Components
—
With Dimensions
—
With Image
—
Times Registered
—
Edit Component
Logistics dimensions
Management › Retailers › Retailer Map
Retailer Map
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Home › Training › Level 1 — Maintenance Inspector Exam
Level 1 — Maintenance Inspector
XTIRPA™ Competent Person Examination
12 questions · Total 13 points · Pass at 80% (11/13) · 3 attempts maximum
Scoring active
Questions randomised each attempt
Q11 worth 2 points
Trainee Information
Home › Training › Exam Manager
Exam Manager
Manage exam configuration, sent invitations and guest results
Level 1 — Maintenance Inspector
Live · Scoring active12 questions · Total 13 points · Passing: 11/13 (80%)
Max 3 attempts · Questions & options randomised per session
✓ Imported from JotForm 251274807334659
✓ Answer key confirmed · Q11 worth 2 points (multiple choice)
System Usage
Not createdNo questions added yet.
Level 2 — Train the Trainer
Not createdNo questions added yet.
Sent Exam Invitations
| Recipient | Level | Sent | Expires | Status | Result | |
|---|---|---|---|---|---|---|
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Guest Exam Results
| Candidate | Level | Score | Result | Time Taken | Date | |
|---|---|---|---|---|---|---|
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Home › Systems Registry
Systems Registry
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| QR / Serial | Model | Company | Importer | Inspector | Status | Next Maint. | |
|---|---|---|---|---|---|---|---|
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Home › Maintenance
Maintenance Engine
Inspect systems, log results, generate QR codes and write NFC tags
Total Systems
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Due ≤30 days
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Overdue
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Records Logged
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Requires Attention
| System | Company | Status | Next Due | QR | |
|---|---|---|---|---|---|
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Home › Training Center Manager
Training Center Manager
Approve exam results and issue certificates
Pending Approval
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Issued This Month
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Expiring (90d)
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Total Approved
—
Pending Approvals
Passed exams awaiting TCM sign-offLoading…
System Passport
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Home › Certificates
Inspector Certificates
All issued certifications across the platform
Total
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Valid
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Expiring (90d)
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Expired
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| Cert Number | Holder | Level | Company | Issued | Expires | Status | |
|---|---|---|---|---|---|---|---|
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Home › System Map
System Map
Loading systems…
Legend
Active
Due Soon
Overdue / Locked
Inactive
🗺
Loading map…
Fetching system locations
Home › QR ID Manager
QR ID Manager
Generate and manage factory QR IDs for engraving
Total IDs
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Registered
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Unregistered
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Scanned (unreg.)
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| Short ID | URL | Batch | Status | Registered |
|---|---|---|---|---|
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Production › Component Registration
Total
—
Unclaimed
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Claimed
—
Today
—
Register Component
Format: XP + 5 digits (e.g. XP18127)
Component Label
Manufactured by Innova Public Utility Inc.
—
Product No.
—
Serial No.
—
Mfg. Date
QR
QR Code
S2001-00 Rev.D
Made in Canada
Status
Manufactured — Unclaimed
Assignment
The component is not yet assigned to a system.
Production › Registered Components
Registered Components
Mfg date:
to
| Serial No. | Product Code | Mfg. Date | Lot | Status | NFC | Registered | Claimed By | System | ||
|---|---|---|---|---|---|---|---|---|---|---|
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Home › Users & Roles
Users & Roles
All registered platform users — categorised by level
Main › Dashboard
Platform Dashboard
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Registered Systems
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Maintenance Due
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Active Certificates
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Active Reps
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Open Quotes
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Clients
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Pending Clients
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Systems
Active
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Due Soon
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Overdue
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Quote Pipeline
Draft—
Submitted—
Under Review—
Official Sent—
Accepted—
Declined—
Training
Certificates
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Expiring Soon
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Production
Components
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Retailers
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Recent Quotes
| Ref | Client | Rep | Total | Status |
|---|---|---|---|---|
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Service › Action Log
Service Action Log
All quote activity
to
New Quotes (month)
—
Submitted this month
Service Actions
—
Events by service team
Rep Actions
—
Events by sales reps
CAD Value (month)
—
Quotes submitted this month
USD Value (month)
—
Quotes submitted this month
| Timestamp | Quote Ref | Company | Event | Actor | Role | Note | |
|---|---|---|---|---|---|---|---|
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Service › Quote Inbox
Quote Inbox
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Needs Action
All
Submitted
Under Review
Official Sent
| Quote Ref | Client | Rep | Date | Total | Curr. | Status | |
|---|---|---|---|---|---|---|---|
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Respond to Quote
Management › User Access
User Access
Control which sidebar features each user can access individually.
Users
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Select a user
Select a user from the list to manage their access.
Home › Register System
Register New System
5-step registration wizard — all data saved to Supabase
1
System
2
Registrant
3
Company
4
Site
5
Confirm
System identification
Auto-generated · format XT-MM-DD-YYYY-XXXXXXXX
The distributor will be notified when this system is due for maintenance
Default is 30 days. A notification is sent to the recipient when this threshold is reached before the maintenance due date.
Auto-Block Configuration
Automatically locks this system when inspection is overdueDefault: Same day. Maximum grace period is 30 days. The system will be automatically locked after the grace period expires and can only be unlocked by the assigned inspector or importer/retailer upon completing the inspection.
System components
Add each physical part of this system with its part number and individual serial
No components added yet.
Components are optional but recommended for full traceability
AI Agent TSWA
The Safety Way Agent — access management and usage
TSWA — Agent Identity
Customise the agent name and avatar shown to all users.
User Access
| User | Role | Status | Plan | Tokens Used | Budget | Trial Ends | TSWA On/Off |
|---|---|---|---|---|---|---|---|
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Active Users
—
Total Tokens / Month
—
Avg per User
—
On Trial
—
Account › Security
Account Security
Two-factor authentication and session settings
Two-Factor Authentication
OFF
Add an extra layer of security. Each login requires your authenticator app.
Current Session
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Security Checklist
Removal Requests
System deregistration requests
Pending & Actioned Requests
| System | Requested By | Reason | Date | Status | Actions |
|---|---|---|---|---|---|
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Management › Deleted Quotes
Deleted Quotes
Soft-deleted quotes — PDF attachments already removed
Soft-deleted records. Quote data is preserved for audit purposes. PDF files are permanently removed at deletion time. Use Purge to permanently remove a record and all associated line items and logs from the database.
| Quote Ref | Client | Rep | Total | Currency | Last Status | Created | Deleted | ||
|---|---|---|---|---|---|---|---|---|---|
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Home › Partner Branding
Partner Branding
Manage partner profiles, branding and invitations
Partner Profiles
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Invitations Sent
Home › Language Manager
Language Manager
Export translation CSV, import new languages, manage platform strings
Available languages:
Total string keys: —
CSV format:
key,en,fr,it,es,nl,de,pt[,custom_lang]
| Key | English | Translation |
|---|---|---|
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Home › Importer Plans
Importer Plans
Manage subscription plans for each importer
| Importer | Plan | Systems | Inspectors | Expires | Status | |
|---|---|---|---|---|---|---|
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Home › Audit Trail
Audit Trail
Immutable log of all platform actions
Admin › Data Backbone
DATA BACKBONE
Enter your authenticator code to access this module.
Admin › Cert Sync
Certification Sync
Scan Azure CDN and populate system_documents with certification PDFs
Sales Rep › My Clients
My Clients
—
Service › New Clients
New Client Requests
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Assigned Systems
—
Require Inspection
—
Total Inspections
—
This Month
—
Requires Inspection
| Serial | Model | Company | Status | Due | |
|---|---|---|---|---|---|
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My Clients
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Recent Inspections
| Serial | Date | Outcome | Checks | Parts | |
|---|---|---|---|---|---|
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My Profile
My Systems
Total
—
Active
—
Due Soon
—
Overdue
—
| Serial / Model | Owner | Status | Last Insp. | Outcome | Next Due | Type | First Use | |
|---|---|---|---|---|---|---|---|---|
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Inspection Schedule
Overdue
—
Due ≤30 days
—
Due 30–90 days
—
Never Inspected
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Overdue
| Serial | Model | Company | Due Date | |
|---|---|---|---|---|
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Due Within 30 Days
| Serial | Model | Company | Due Date | |
|---|---|---|---|---|
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Due in 30–90 Days
| Serial | Model | Company | Due Date | |
|---|---|---|---|---|
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Never Inspected
| Serial | Model | Company | Registered | |
|---|---|---|---|---|
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?
My Company
Registered Systems
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Maintenance Alerts
—
Invited Users
—
Removal Requests
—
Recent Systems
| Serial | Model | Company | Status | Next Due |
|---|---|---|---|---|
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Compliance Overview
—Maintenance Alerts
| Serial | Model | Due | |
|---|---|---|---|
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Inspection Activity
Sales Rep Dashboard
Welcome back
Draft
—
Submitted
—
Under Review
—
Official Sent
—
Accepted
—
Declined
—
Open Pipeline
—
Submitted + Under Review
Accepted Value (YTD)
—
Accepted quotes
Win Rate
—
Accepted / (Accepted + Declined)
My Clients
—
Active accounts
Recent Quotes
| Quote Ref | Client | Date | Items | Total | Currency | Status | |
|---|---|---|---|---|---|---|---|
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Sales Rep › New Quote
New Quote
XTP-CO-NEW
Client
Voice Input
Click mic to start
Line Items
Subtotal
—
Base Discount (0%)
—
Grand Total
—
Quote Details
Extra Discount
None requestedShip To
Sales Rep › Quote Database
Quote Database
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All
Draft
Submitted
Under Review
Official Sent
Accepted
Declined
| Quote Ref | Rev | Client | Date | Items | Total | Curr. | Est. Ship | Status | Notif. | |
|---|---|---|---|---|---|---|---|---|---|---|
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Sales Reps › Rep Users
Sales Rep Users
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| Name | Territory | Active Quotes | Clients | Status | ||
|---|---|---|---|---|---|---|
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Territory Overview
Granular zone assignment per representativeLoading…
Nancy — CFO / Future Super User
Territory: India + Russia. Nancy's rep account and CFO super-user role are pending implementation. Create her rep account when ready and assign INDIA + RUSSIA territories.
Sales Reps › All Quotes
All Quotes
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All
Draft
Submitted
Under Review
Official Sent
Accepted
Declined
| Quote Ref | Rev | Sales Rep | Client | Date | Items | Total | Curr. | Extra Disc. | Status | Notif. | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Sales Reps › Price Lists
Price Lists
— parts in catalogue
CAD $ Price List
Not loadedUpload the CAD Excel file. This will wipe and reload all CAD prices. USD prices are preserved.
USD $ Price List
Not loadedUpload the USD Excel file. This will wipe and reload all USD prices. CAD prices are preserved.
Parts Catalogue
CAD View
USD View
| Model # | Description EN | Category | Lead Time | List Price | Distributor | Override Disc % trumps client tier |
|
|---|---|---|---|---|---|---|---|
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Showing 0 parts
Page 1
Sales Reps › Clients Database
Clients Database
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CSV Format (header row required):
company_name, contact_name, contact_email, contact_phone, billing_address, shipping_address, currency, discount_tier, discount_pct, account_number, rep_email, secondary_rep_email
discount_tier: bronze (30%) / silver (40%) / gold (50%) / platinum (custom >50%). If discount_pct is provided it overrides the tier default. Clients with discount_pct > 50 are auto-classified as Platinum.
company_name, contact_name, contact_email, contact_phone, billing_address, shipping_address, currency, discount_tier, discount_pct, account_number, rep_email, secondary_rep_email
discount_tier: bronze (30%) / silver (40%) / gold (50%) / platinum (custom >50%). If discount_pct is provided it overrides the tier default. Clients with discount_pct > 50 are auto-classified as Platinum.
| Company | Territory | Contact | Currency | Tier | Discount | Account # | Primary Rep | Secondary Rep | XSC | Active | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Showing 0
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Logistics › Catalogue Manager
Catalogue Manager
Manage product dimensions, weights and placement flags. Import updates via XLSX/CSV with diff preview.
Total SKUs
—
Non-Stackable
—
Fragile
—
Heavy
—
Floor Load
—
Hazmat
—
Last Import
—
🔍
| SKU ▲ | Product Name | L | W | H | lbs | 🚫 | 🔶 | 🔵 | 📦 | Max Top | ⚠ | 📷 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading catalogue… | |||||||||||||
PalletIQ Stacking Rules
Global overhang limits — saved to platform config
% of footprint must rest on box below
e.g. 90 = max 10% overhang allowed
Applied when item has Heavy flag
e.g. 95 = max 5% overhang for heavy items
Freight Rate Table
Carrier rate table used by PalletIQ and the Sales Rep quote estimator for freight cost calculation.
Option A — Static Rate Table · Rates entered here are used to estimate freight costs on quotes.
A future upgrade (Option C — Carrier API) will replace this table with live carrier rates. Basis: cwt = per 100 lbs · pallet = per pallet · flat = flat fee.
Lane field uses substring match (e.g. "Canada", "US", "*" for all lanes).
| Carrier | Lane | NMFC Class | Basis | Rate (USD) | Active | |
|---|---|---|---|---|---|---|
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Logistics › PalletIQ Calculator
PalletIQ Calculator
Optimize product placement across pallets. Results attach to quotes and confirmed orders.
1 — Pallet Type
⚡
Auto
Best fit
📦
Standard
44×48"
📦
Long
44×72"
2 — Add Products
🔍
| SKU | Name | Qty |
|---|---|---|
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Current Order
No products added yet.
📦
Add products and optimise
Select quantities from the catalogue on the left, then click Optimise.
Logistics › Pallet Labels
Pallet Labels
Generate print-ready labels with QR code and barcode for each pallet in a confirmed order.
Order Info
Label Options
Pallets
Logistics › Shipping Analytics
Shipping Analytics
Order volumes, pallet counts, weight and ship times by period.
Pallets Shipped
—
Confirmed Orders
—
Gross Weight (lbs)
—
Avg Pallets / Order
—
this period
Avg Ship Time
—
hrs confirmed→shipped
Pallets Over Time
—Top Customers by Pallets
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Recent Orders
—| Order ID | Customer | Destination | Pallets | Gross (lbs) | Status | Date |
|---|---|---|---|---|---|---|
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Logistics › Orders
Logistics Orders
Track every confirmed order from packing through to delivery.
Total Active
—
Confirmed
—
Packing
—
Ready / Shipped
—
Delivered
—
| Order ID | Quote | Customer | Destination | Pallets | Gross (lbs) | Carrier / Tracking | Status | Created | Action |
|---|---|---|---|---|---|---|---|---|---|
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Create Manual Order
Shipping Details
Administration › Dashboard
Administration Dashboard
—
Total Revenue in CAD
—
CAD + USD converted at live rate
Closed Revenue CAD
—
Closed Revenue USD → CAD
—
Open Pipeline (CAD)
—
Submitted + Under Review + Sent
Win Rate
—
Active Quotes
—
Pending Approvals
—
Active Clients
—
Active Orders
—
Revenue by Region
Quote Pipeline
Top Reps — Closed Revenue
Quotes Needing Attention
| Quote | Client | Rep | Value | Status | Days open |
|---|---|---|---|---|---|
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Administration › Sales Analytics
Sales Analytics
—
Revenue
Pipeline
Rep Scorecard
Discount Analysis
Revenue by Region
Revenue by Rep
Revenue Table — by Rep
| Rep | Territory | CAD Closed | USD Closed | Quotes | Avg Deal |
|---|
Administration › Clients
Client Management
—
| Company | Account # | Rep | Region | Tier | Last Quote | Health | |
|---|---|---|---|---|---|---|---|
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Administration › Products
Product Analytics
Quoted vs registered in field
Quoted Products
Quoted vs Registered
Top 10 Quoted Models
Revenue by Product
All Quoted Models
| Model | Description | Times Quoted | Units | Total Value |
|---|
Administration › Approvals
Approvals & Rep Management
Discount Approvals
Rep Management
New Components
Administration › Notifications
Send Notifications
Broadcast to any user or role group.
🔒 Overdue System Management
Each time this runs, all currently-overdue systems receive one notification count increment.
After 5 counts the system is automatically locked. Run this once per working day,
or set up a Supabase cron job to call process_overdue_notifications() daily.
Currently Locked Systems
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2FA Enforcement Policy
Require all users to enroll two-factor authentication before accessing the platform
OFF
2FA is optional. Users can enable it themselves from Account → Security.
When enforcement is turned ON, any user without a TOTP factor enrolled will be redirected to the
2FA setup screen on their next login and cannot access the platform until enrollment is complete.
Recent Broadcasts
| Sent | To | Message |
|---|---|---|
| — | ||
Create Sales Rep
Reassign Rep
Customer Service › All Quotes
All Quotes
—
| Quote | Rev | Rep | Client | Value | Est. Ship | Status | Actions |
|---|---|---|---|---|---|---|---|
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Mark Quote as Confirmed
This marks the quote as Accepted — it will count as closed revenue, be added to the sales pipeline income, and the logistics order will be confirmed for packing.
Confirm Quote to Logistics
Reply to Rep
Update Shipping Estimate
Quote Activity Log
All quote activity between you and Customer Service
| Date / Time | Quote Ref | Client | Event | By | Role | Note | |
|---|---|---|---|---|---|---|---|
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Messages › Inbox
Message Inbox
—
| From | Role | Subject | Preview | Received | ||
|---|---|---|---|---|---|---|
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Messages › New Message
New Message
Messages › Message Log
Message Log
—
| Dir. | From / To | Subject | Preview | Date | ||
|---|---|---|---|---|---|---|
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—
Reply
Management › Customise Portal
Customise Portal
Brand the portal for your organisation.
Platform Logo
Current logo
PNG or SVG, square preferred, max 200KB
Platform Name & URLs
Full-length passport URL used in system QR codes and email links.
Short domain used in batch-generated QR codes (requires a CNAME DNS record). Changing this affects all future batch imports.
Accent Colour
Preview
Badge
Link text
Presets:
Engineering › Development Projects
Development Projects
—
—
Description
Stage Pipeline
Files & Documents
| File | Type | Uploaded by | Date | |
|---|---|---|---|---|
| No files yet. | ||||
Activity Log
| Date | Actor | Event | Note |
|---|---|---|---|
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Engineering › Parts Catalogue
Parts Catalogue
—
Pending Components
Published Catalogue
Engineering Log
Development Projects
Catalogue Pipeline
New Project
Push Component to Catalogue
Engineering fills core fields. Production, Administration, and Super Admin will be notified to complete their respective sections.
—
Add Event to Log
Click to toggle role groups. Selected roles will receive a notification in their bell.
Send Update
Quick add:
Advance to Next Stage
Edit Component
Revision tracking — each save increments the revision automatically or you can set it manually.
Production › Batch Import
Batch Import
Upload a production batch file (XLSX or CSV) to generate birth certificates and register components.
① Upload File
② Preview & Process
③ Review Output
④ Validate & Register
Upload Production Batch File
Drop file here or click to browse
Accepts .xlsx, .xls, .csv — Max 10MB
Management › Layout Configurator
Layout Configurator
Customise card order, visibility, fields and colours per view per viewport
Views
27 panes
Select a view →
—
← Select a view from the list to start configuring
Colours
Accent Colour
Live Preview
TSW-SMP Platform
Scope Info
Global: applies to all users who haven't set their own layout
Tenant: applies only to this specific retailer/importer
Unsaved changes are highlighted in yellow
Quick Actions
Management › Stock Management
Stock Management
ERP daily availability feed — upload the Excel file to update all stock data
Last updated: —
Total Products
—
In Stock
—
Backorder
—
No Stock
—
Stock Table
| Product Code | Available | Next Available | Next Date | Lead Time | Status | Alert |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Low Stock Alerts
No alerts configured. Click "+ Set Alert" to notify Production when a product drops below a threshold.
Stock › Availability Check
Stock Availability
ERP data as of —
Results
—
| Code | Available | Next Stock | Next Date | Lead | Status |
|---|---|---|---|---|---|
| Search for a product above | |||||
Extra › POI Map
POI Map
Systems, retailers and importers on a single map
🟡 Systems — in service
🔴 Systems — overdue
🔵 Retailers/Importers
Management › Admin Panel
Admin Panel
Platform configuration, security and system settings
Platform Settings
Admin Email (CC on inspections)
Support Email
Passport Base URL
Platform Name
Security Settings
2FA Enforcement
Require 2FA for all users
Session Duration
Default session length
Account Lockout
Accounts lock after 5 failed login attempts. Only super_admin can unlock.
Overdue System Management
Manually trigger overdue notifications or process locked systems.
Platform Information
Version
Beta 2.9.1
Supabase Project
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Environment
Production