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 | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Create Shipment
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| No orders in fulfillment queue | |||||||||||||||||||||||
New Quote
Customer
| SKU | Product | UOM | Qty | Unit Price | Total | |
|---|---|---|---|---|---|---|
| Add products to build your quote | ||||||
Settings
General Settings
Visitors to your root domain will see the portal login page. Visitors to your root domain will see the CMS marketing site content.
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
Platform Security
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 | ||||||
Forum
New Topic
Groups
Create Group
Leaderboard
| Rank | Member | Points | Level |
|---|---|---|---|
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You
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