Projects

Filters

SalespersonProject status

View

Click a project to open its timeline here. Milestones show files and quick actions in place. Edit and import actions open their working view.

Outstanding: —

Project InputsFirst create project

QuotationWaiting for project

Supplier RFQsWaiting for quotation

Customer DocsWaiting for quotation

New Project · Project Setup

Create a TEST project using the existing protected cloud creation workflow. Save to open its quotation and project milestones.

Project number Project name Customer Initial package

Opening project…

Current quoted / accepted value: —

Cloud Editing Packages

Temporary migration/testing controls. Normal users edit from the project/package rows above.

Projects

Customer projects, RFQs and commercial status

Sales Rep

Project Status

RFQs

Supplier requests generated from project line items

RFQs are repeatable. Existing RFQs remain as historical snapshots; filtering and sorting never changes or removes RFQ version history.

Search RFQs

Supplier

RFQ Status

Sort By

Quotation Workspace

Select a quotation

Quotation workspace

Controlled V246 rehearsal baseline

Source lines—

Source supplier cost—

Source customer total—

Comparison—

Package name

Package number

Status

Customer-facing pricing

Supplier quote reference

Payment terms

RFQ scope / supplier-facing scope

Package description

Package drawing references — one per line: number | revision | date

Drawing & Schedule Import

Review extracted units, then add and save selected lines to the quotation.

No import sources loaded in this browser session.

Quotation Pricing

Markup mode

Global markup override % — blank restores defaults

Fallback % for brands without a default

Shipping and duty included — use included defaults and document clause

Order Entry

Ref #UnitBrand / SupplierProductQtyWidthHeight

ConfigurationHandingScreen TypeGlassFinish

Hardware functionHardware makeHardware setHardware notes

Line Description Override

Generated description

Quick Add — stays on this order line

Quotation line items

RefBrand / SupplierDescriptionQtyUnitUnit costMarkup %Add-ons ea.Customer Price ea.Customer TotalActions

Customer Total$0.00

Package Document Workflow

Select a document from the timeline or choose View document to see its history and available actions.

Normal flow: approved package lines → supplier RFQ → supplier return/pricing → package Quote/Proforma → acceptance → Invoice → payments. Packages stay independent unless you intentionally create a combined customer preview.

Customers

Master customer records

Brands & Products

Editable master catalog — products, lists and brand defaults

Loading staged V246 catalog…

Settings

Users, access and cloud data tools

User Accounts

Admins can add users, reset passwords, and manage access. User deletion remains protected until secure Supabase admin provisioning is connected; historical audit names are never removed.

My Email Signature

Used automatically in email templates for the signed-in user.

Microsoft Outlook Integration

Creates Outlook drafts with the selected attachments already included.

Not configured yet. A Microsoft Entra Single Page Application registration is required.

Import Defaults

Default supplier by material/category for future drawing and schedule imports.

WoodUsed when an imported row is identified as wood/timber.

AluminumUsed when an imported row is identified as aluminum/aluminium.

CabinetryUsed when an imported row is identified as cabinetry/millwork/casework.

Changing a default affects future imports only. Existing accepted rows, quotations, and historical documents are not rewritten.

Editing & Locks

Cloud-only V247 controls for shared editing.

Editing lease duration (minutes)Allowed: 5–240 minutes.

Warning before expiry (minutes)Must be shorter than the lease.

Cloud Data & Backup

This V247 build uses the shared Supabase database. Export a read-only JSON snapshot for backup/review. Import/restore and reset actions stay protected until controlled live migration is enabled.

Recent Audit Entries

No audit entries loaded yet.

Signed in

Editing session about to expire

Your editing lock is about to expire.

New Customer

Name

Company

Phone

Address Line 1

Address Line 2

City

State / Province

Zip / Postal Code

Country

Add User

Name

Role

Secure account creation requires the Supabase admin provisioning endpoint. This form preserves the V246 workflow without exposing a service-role key in the browser.

My Email Signature

This signature is used automatically when email templates are activated in V247.

Email Signature

Microsoft Outlook Integration

Workflow: Create Email → Outlook draft is created with selected attachments → review and send.

Microsoft Entra Application (Client) ID

Tenant

Redirect URI

Register the app as a Single Page Application with delegated Mail.ReadWrite and User.Read permissions. No Microsoft client secret is stored in this browser app.

Import Schedule

Review first. Nothing is added to the project until you approve the rows below. You can save your review and come back later.

Extraction Regression Tests

V240 baseline for drawing and imported-schedule extraction. Tests are diagnostic only and never import into an RFQ.

How should the schedule dimensions be treated?

Finished Unit Sizes Adjustments Needed

Use the schedule width and height exactly as shown. No dimensional rule is applied.

Default BrandThis is the starting brand applied when the schedule is analyzed. Individual rows can still be changed later.

Schedule CoverageThis controls missing-item checks during Schedule vs Drawing comparison.

Supplier Overrides for This ImportCompany defaults are used unless you override a material here. Changing an override updates inherited rows only; manually changed rows stay untouched.

Aluminum

Wood

Cabinetry

Combine like units when importingStandard schedules combine by Ref, size and options. The V241 Level 1 review CSV combines identical specifications across different marks, keeping all original marks, rooms and sheets. Confirm final dimensions before selecting rows.

PDF / CSV / TXT File

Detected Brand Import Defaults

Set the starting Glass and Finish choice for each detected brand. Each brand can use either a direct Finish selector or a Finish Color / Family mapping, while line-level choices remain editable.

Advanced / Manual Import

Paste Schedule Text

Use this when you want the app to interpret copied schedule text and turn it into review rows without uploading a file.

Schedule vs Drawing Cross-Check

Compares refs and quantities from the current browser-session reviews.

Project Packages

New package name

Move Package

Organization

Destination project

Standalone project number

Standalone project name

New Test Project

Controlled Phase 6A project for end-to-end RFQ / Proforma / Invoice testing. Migrated V246 projects are not changed.

Test-only safeguard: the project number must begin with TEST-. A default cloud package is created automatically and opens with protected editing access.

Project #

Project Name

Customer

Package Name

Combined Customer Document

Optional — package-specific documents remain the standard workflow.

Document Type

Create Package RFQ

Select suppliers to preview or create separate RFQs.

Document preview

Supplier

Projects

New Project · Project Setup

Cloud Editing Packages

Projects

RFQs

Select a quotation

Quotation workspace

Controlled V246 rehearsal baseline

Drawing & Schedule Import

Quotation Pricing

Order Entry

Quotation line items

Package Document Workflow

Customers

Brands & Products

Settings

User Accounts

My Email Signature

Microsoft Outlook Integration

Import Defaults

Editing & Locks

Cloud Data & Backup

Recent Audit Entries

Signed in

Editing session about to expire

New Customer

Add User

My Email Signature

Microsoft Outlook Integration

Import Schedule

Schedule vs Drawing Cross-Check

Project Packages

Move Package

New Test Project

Combined Customer Document

Create Package RFQ

Document preview

Message

Import Returned Supplier Quote

Sign In

Set Password

Connection settings needed

New Project · Project Setup

Cloud Editing Packages

Projects

RFQs

Select a quotation

Quotation workspace

Controlled V246 rehearsal baseline

Drawing & Schedule Import

Quotation Pricing

Order Entry

Quotation line items

Package Document Workflow

Customers

Brands & Products

Settings

User Accounts

My Email Signature

Microsoft Outlook Integration

Import Defaults

Editing & Locks

Cloud Data & Backup

Recent Audit Entries

Signed in