Dashboard
Orders by Status
Orders
| Order # | Date | Customer | Status | Source | Total |
|---|---|---|---|---|---|
| No orders found | |||||
Order
Line Items
| Item | SKU | Qty | Price | Total |
|---|---|---|---|---|
Notes
No notes yet.
Notifications
| Date | Type | Recipient | Subject | Status |
|---|---|---|---|---|
Customer
Status History
No history yet.
Fulfillments
Support
Ticket submitted
Your request has been received and a task has been created.
Ticket ID:
What do you need help with?
A ticket will be created and our team will respond within 4 business hours.
CRM Dashboard
Pipeline by Stage
Recent Activity
Products
| SKU | Name | Manufacturer | UoM | Price/Unit | Price/Case | Stock | QB Ref | |
|---|---|---|---|---|---|---|---|---|
No products found
Add your first product or adjust your search filters.
Punchout monitor
| Time (UTC) | Institution | User email | Status | Setup ms | |
|---|---|---|---|---|---|
| No sessions | |||||
Sessions with warnings / errors
| Time | Institution | Status | Message | |
|---|---|---|---|---|
Recent API failures (raw)
Session and order volume per institution. Self-service reporting for Peck/Jessica.
| Institution | Sessions | Orders | Last session | Last order |
|---|---|---|---|---|
| No data | ||||
Green = successful setup in last 72h. Red = recent failure without recovery. Yellow = idle or mixed.
- Last success
- Last error
- Avg setup ms
Send a test PunchOutSetupRequest to the current tenant. Use for onboarding (e.g. Century TX).
Response
Like webhook.site: give the URL below to a caller; requests appear here in real time. Refresh to see new entries.
Use your tenant domain (e.g. medsupply.fowara.com) so requests are stored for this tenant.
- Received
- From
No requests captured yet.
QuickBooks Integration
Connection Status
Sync Orders
Push all pending orders to QuickBooks as invoices.
Sync Logs
| Date | Order | Status | Detail |
|---|---|---|---|
| No sync logs yet | |||
Users
| Name | Role | Status | Last Login | ||
|---|---|---|---|---|---|
| No users found | |||||
Fulfillment
| Order # | Customer | Date | Items | Status | Stock | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
|||||||||||||||||||||||
Create Shipment
|
|||||||||||||||||||||||
| No orders in fulfillment queue | |||||||||||||||||||||||
New Quote
Customer
| SKU | Product | UOM | Qty | Unit Price | Total | |
|---|---|---|---|---|---|---|
| Add products to build your quote | ||||||
Settings
Profile Settings
Billing & Subscription
Payment Method
Single Sign-On Providers
Control which SSO providers are available on your tenant's login page.
Integrations
Notification Preferences
Security Settings
Change Password
Field Visibility
Choose which fields appear on each page. Unchecking a field hides it for all users in this tenant.
Contacts
| Name | Phone | Company | Role | Source | ||
|---|---|---|---|---|---|---|
| No contacts found | ||||||
Business Details
Deals ()
No deals yet
Activity
·
No activity yet
Companies
| Name | Industry | Size | Website | |
|---|---|---|---|---|
| — | ||||
| No companies found | ||||
Company Information
Summary
Contacts
No contacts yet
Deals
No deals yet
Activities
·
No activity yet
Sales Pipeline
Activity Feed
Tasks
AI Chat
E-Commerce Sync
Connection
Platform:
Products
Sync product catalog from your store.
Orders
Import new orders and update statuses.
Customers
Sync customer contacts from your store.
Last Sync Result
Sync Log
| Time | Operation | Entity | Status | HTTP | Duration | Error |
|---|---|---|---|---|---|---|
| No sync logs yet | ||||||