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Internal tools

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S

Sales Stock Search

Rep-facing item stock search with GPO pricing, customer lookup, order cart, and P21 .txt export.

/stock-search/
N

NDC Rebate Upload Builder

Monthly rebate file generator — matches LIC numbers, applies contract pricing, and produces NDC-ready upload file.

.portals/ndc-rebate/
G

GPO Search Dashboard

Cross-reference GPO search list vs system items. Identify outstanding items not yet added to Epicor.

.portals/gpo-search/
🏆

Sales Leaderboard

Full-screen TV leaderboard for sales reps with MTD rankings, today totals, recent sales, animations, and sale sounds.

/sales-leaderboard/
O

Order Entry

Streamlined order builder with customer history, item search, last-price add-to-cart, and P21 export.

/order-entry/
P

Purchasing Dashboard

Purchaser movement dashboard with supplier/category filters, QOH, period usage, and item movement detail.

/purchasing/
AP

AP / Invoice Tracker

Accounts payable invoice tracker for vendors, due dates, paid status, and priority invoice review.

/ap-tracker/
AR

A/R Dashboard

Accounts receivable dashboard using open invoice and receipt exports, with customer balances, aging, collections, and credit visibility.

/ar/
$

Finance Portal

Company financial KPI dashboard with customer sales analysis, gross profit tracking, sales rep performance, and commission calculations.

/finance-portal/
%

Commission Calculator

Sales rep commission calculator using monthly GP% per customer and the company commission schedule.

/commission/
FR

Financial Reporting

Comprehensive GL reporting suite — upload daily P21 journal export for full P&L, balance sheet, expense detail, payroll, cash flow, and investor views.

/financial-reporting/
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