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Automation Rules

Good morning, Adam

Today's overview

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Revenue
—
Gross Profit
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AR Outstanding
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AP Due 7d
to

Revenue Trend

Core ENDO

Top 10 Products by Revenue

Recent Orders

Customer Lists

Build reorder lists for a customer. EBIKO Lists you create here appear in that customer's storefront account under Create Order → EBIKO Lists. Their own lists are shown for reference.

- Orders
- Unfulfilled
- Unpaid $0.00
- Fulfilled
- Picked & Packed
- In Transit
Date Range: to
All
Unfulfilled
Unpaid
Paid
Fulfilled
Partially Fulfilled
Picked & Packed
Ready to Ship
In Transit
Refunded
Order Date Customer Rep Total Payment Fulfillment Ops Status Items Delivery

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Total Products

-

In Stock

-

Low Stock

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Out of Stock

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Inventory Value

All
Active
Draft
Archived
All Stock
In Stock
Low Stock
Out of Stock
All Tags

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Total Customers

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Returning

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New

All
Returning
New
Customer Location Orders Total Spent Status Actions

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CRM Profiles

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Open Tasks

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Active Deals

All
Returning
New
High Risk
Has Tasks
Customer / Clinic Region Rep Risk YTD Sales Outstanding Tasks Actions

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0
All Leads
0
Not Contacted
0
Contacted
0
Converted
Total Pins 0
Customers 0
Leads 0

Revenue Trend (6 Months)

Top 15 Customers by Revenue

Customer Segments

Top Products

RFM Grid

Recency (rows) vs Frequency (columns)

Customer Lifecycle

Churn Risk

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All
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To Pick
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Picked & Packed
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Transit
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Partial
-
Delivered
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Draft Orders

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New Draft Order

Customer

Add Products

Cart (0 items)

Order Summary

Subtotal$0.00
Discount
-$0.00
Tax
% $0.00
Shipping
$
Gift Card
Commission

Total$0.00

Financials

Add items to see financials

Monthly Flyer

No flyer uploaded yet

Notes

Payment Terms

Delivery

Window –
Saved with the draft and carried onto the order when it's created.

Promotions & Flyers

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Pick Lists

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Purchase Orders

Smart Invoice Scanner — Drop file here
PDF, Image (JPG/PNG), Excel (XLSX), CSV, or TXT — automatically extracts items, quantities & prices

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Bank Accounts

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Receiving

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Stock Counts

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All
Low Stock
Out of Stock
Dead Stock
Expiring
All
Expired
<30d
30-90d
90-180d
Safe
Total Tracked
-
$-
Expired
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$-
Critical (<30d)
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$-
Warning (30-90d)
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$-
Safe (>180d)
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$-
SKU Expiry Risk Sorted by % at risk
Inventory Layers by Expiry 0 items

SKU Hygiene

Lost Customers

Dead Stock Detector

ProductSKUStockInventory ValueLast SoldDays IdleSuggestion
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GS1 DataMatrix UDI & internal SKU labels — also shareable without login: ebiko-order-tracker.onrender.com/udi.html

Scan or Lookup

Type a bin code like 1-03-03 to see what's there, or a SKU to find where it's stored. Barcode scanners auto-submit on Enter.

Bin code format: Zone-Bay-Level-Tote · racks 1–4 · mezzanine 5
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Total Bins
–
Occupied
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Empty
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SKUs Mapped
Occupied Partial Empty
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Click a rack, bay, or bin on the map to see what's there.

Put a SKU into a bin, or update an existing assignment. Same SKU can live in multiple bins.

ABC Slotting Suggestions
Proposes where each SKU should live based on velocity + size. A-class (top movers) → Bay 4 closest to pack station. Big items → ground level.
Click Analyze & Suggest to compute the recommended bin for every SKU based on its sales velocity from sku_metrics.
No recent movements.
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Inventory Audit Log

DateProductSKUChangeWasNowDiffByReason
Period
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Horizon:
Growth: % / month
Changes apply on next Compute

Click Compute Replenishment to generate your first analysis.

Create a shipment to start calculating costs.

General Settings

Backup

Checking…

Email Settings (SMTP)

Configure SMTP to email POs directly to suppliers. For Gmail, use an App Password.

Company Info (for PO PDF)

Stallion Express Shipping

Configure your Stallion Express API token and origin address for shipping rate calculation and label purchasing.

Origin / Sender Address

Field Mode
Orders
Inventory
Receive
Route
Tasks
Active
Unfulfilled
Partial
To Pick
Picked & Packed
In Transit
Delivered
Everything

Loading orders...

No Active Route
Activate a route from desktop

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Scan or Lookup
Bin format: zone-bay-level-tote (e.g. 1-1-1-01). Anything else → SKU lookup.

Scan a bin or SKU, or search below

Receive New Inventory

Proof of Delivery

Order #EBK0000

Tap to upload or take a photo JPG, PNG up to 10MB