Add Employee
2–32 chars · a-z 0-9 . _ - · cannot be changed after creation
Optional. When set, this user can "Sign in with Shopify" using that email. Auto-filled on first SSO login.
Min 8 chars. Blank on edit = keep current password.
Note: writes (creating/editing POs, RMAs) require admin OR a page that explicitly allows staff writes: purchase-orders, rmas, suppliers.
🚨 Anomaly Alerts
▾
Background checks that surface silent failures + non-obvious issues to the dashboard banner and 🔔 bell. Runs every 6 hours. Click Run now to force a fresh check.
📧 Email Alerts
▾
Toggle these on to receive automatic emails when specific inventory events happen. Each alert can go to a different address. Live status and a "Run now" trigger for each cron job are shown below the toggles.
Daily EOD Report
at
:00
Stockout Alert
PO Overdue
grace
days
Drop-Ship Unconfirmed
after
hrs
Low Margin Alert
below
%
Margin Drift Alert
flag drops ≥
pp vs.
d ago
📱 Daily Briefing SMS
7 AM ET push — top action items only. Quiet when nothing's urgent.
⏱ Scheduled Jobs
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Schedule is fixed in the worker. Reorder alerts run 7 AM ET, dropship auto-receive 9 AM ET, EOD report 6:30 PM ET. The Daily-EOD "hour" field above is reserved for a future scheduler.
⭐ Review & Order Texts
▼
After each fulfillment, automatically text the customer a Google-review request. Order updates (confirmation, shipped, delivered) send the same way. Built with a "reply-to-talk" off-ramp instead of review-gating — Google's policy allows asking everyone. STOP keyword + opt-out handled automatically per TCPA.
Send channel
✓ Quo needs no 10DLC approval
Enable review + order texts
Master switch — must be ON for any texts to send
Per-channel timing
Days to wait after fulfillment before sending the SMS, by sales channel. POS = same-day works best (customer already left). Web/eBay = wait ~10-14 days so they've received AND used the item.
| Channel | Enabled | Delay (days) | Source detection |
|---|---|---|---|
| 🏪 POS In-store walk-ins |
Shopify source_name = pos |
||
| 🌐 Web Online store + Shop app |
Shopify source_name = web / online_store / mobile_app / draft |
||
| 📦 eBay Marketplace imports |
source_name = ebay OR order tag ebay |
||
| ⋯ Other Everything else |
Catch-all — any source not matching above |
Channel is resolved when the fulfillment webhook fires. Disabling a channel here also skips already-queued sends from that channel.
Google Place ID
Shop name (in template)
replaces
{shop_name} in the template
Min order value
$
Skip review request for orders below this amount. 0 = send for all.
Don't re-ask within
days
Per-customer cooldown — a repeat buyer won't get another review text until this many days pass. Stops frequent (e.g. weekly POS) customers from being bombarded. 0 = ask after every order.
Review link in text
Direct puts your real Google review link straight in the text. Mobile carriers silently block texts that contain
shortened/redirect links or links to a domain that isn't your business's — which is why review texts can show as
"undelivered". Direct avoids that. Tracked routes through a short link so you can see who clicked — only use it
if you've set a Tracking link domain below that's registered to your business's A2P 10DLC brand.
SMS template
Merge fields:
{first_name}, {shop_name}, {product}, {products}, {review_link}.
Keep it under 320 chars (2 SMS segments). The "Reply STOP to opt out" line is required by carrier rules — don't remove it.
⚠ 10DLC — Twilio channel only. If you select the Twilio channel, register your brand + campaign in Twilio Console → Messaging → Regulatory Compliance before any US production sends (unregistered traffic gets throttled; approval ~2–4 weeks). The Quo (OpenPhone) channel sends over your own number and needs no 10DLC.
📦 Customer Order SMS
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Transactional order-status texts to the customer — order confirmation, order edited, shipped (tracking), and delivered. Fires automatically from Shopify webhooks. Online-store orders only (POS / eBay excluded). Sends over the same SMS channel you picked above for reviews (Quo or Twilio), and honors the same STOP opt-out.
Enable customer order texts
Master switch — sends via your chosen channel above (Quo needs no 10DLC; Twilio does)
Shop name (in templates)
replaces
{shop_name}
📥 Order placed
on order create
✏️ Order edited
when order total changes
🚚 Shipped / tracking
on fulfillment with tracking
✅ Delivered
when carrier reports delivered
Merge fields:
{first_name}, {order_number}, {shop_name}, {order_total}, {tracking_number}, {tracking_url}.
⚠ Channel + delivered note. Sends over your selected SMS channel — Quo (OpenPhone) needs no 10DLC; the Twilio channel needs its brand/campaign registered first. Requires the order/tracking webhooks active. "Delivered" only fires when the carrier reports a delivered status to Shopify — not all carriers/services do.
📥 PO Receiving
▼
Controls what happens to Shopify pricing when you receive a PO at a cost different from what's currently on the product.
Hold margin on cost increase
When a received item's cost goes up vs. the current Shopify cost, automatically raise the retail price to keep the same margin % — so a supplier increase doesn't quietly erode your margin. Formula:
new price = ⌈old price × (new cost ÷ old cost)⌉, rounded up to the nearest dollar. Cost decreases never trigger a price cut — a supplier discount becomes extra margin. Off = cost updates but retail price is left alone.
🏭 Vendor Lead Times
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Lead time is how many days it takes between sending a PO to a supplier and receiving the goods. The system automatically calculates this from your PO history when available. Use the override column to force a specific value when you know better — e.g., KTI ships in 5 days but you've never recorded a full receive cycle.
⏳ Loading vendors…
📊 Forecasting Tunables
▾
Adjust the math that drives reorder recommendations. These are sensible defaults for most parts businesses — change them only if you understand what you're doing. Each has an i icon with details.
Service Level
% · higher = more safety stock
Default Lead Time
days · used for vendors with no PO history
Target Cover Days
days beyond lead time · how much buffer to order
Dead Stock Threshold
days without sales → flag as dead
Min Reorder Units (90d)
units in last 90d before a stockout becomes a reorder · below this = one-off
📅 EOD Report Preferences
▾
Customize how the End-of-Day report behaves when you open it and how trailer category lead times are calculated.
Default Date Range
Expand "Reorder Soon"
Open the yellow section by default
Expand "Skip"
Open the gray section by default
📋 Self-driving reorder
When ON, the nightly EOD scans Restock Now and pre-creates draft POs per vendor (merging into any existing draft for that vendor — never creates duplicates). Drafts are never sent automatically; you review and click Send in the morning. Vendors with no supplier match in your directory are skipped. Cap per vendor caps the line count on any one auto-draft as a safety net.
Auto-draft POs nightly
EOD pre-drafts Restock Now items into POs per vendor
Cap per vendor
SKUs (extras beyond this stay in the email for manual review)
⚠ Preview — not yet wired
The trailer lead-time fields below save your values, but the system doesn't yet auto-apply them to drop-ship POs (planned: when creating a trailer drop-ship from a Shopify order, the expected-date will auto-fill based on trailer type × this lead time). For now, set the expected date manually on each PO.
Silver Ox Lead Time
weeks
Enclosed / Cargo Lead Time
weeks
Dump Lead Time
weeks
Other Trailers Lead Time
weeks · fallback for uncategorized trailers
⚙️ System
▾
Company-level defaults applied everywhere: email sender name, BCC address for all outgoing POs, timezone. Your business name (From Name), address, phone, and website print on the PO letterhead.
From Name
BCC All POs
Street Address
City / State / ZIP
Phone
Website
Timezone
End of Business Hour
:00 · used for EOD cron scheduling (24-hr clock)
📝 PO Templates
▾
Boilerplate notes auto-filled on purchase orders. Edit these and every future PO picks up your changes. Use placeholders like
{date} and {customer_order} — the system swaps them in at send time.
Stock PO Default Notes
Auto-fills the Notes field on every new stock PO.
Drop-Ship PO Default Notes
Available placeholders:
{customer_order} · Auto-fills when converting a Shopify order into a drop-ship PO.EOD-Created PO Notes
Available placeholders:
{date} · Used when the End-of-Day report bulk-creates POs.