Orders this month
248↗ 12.4%from last month
MONDAY, OCTOBER 13
Good morning, Faizur.
Here’s what needs your attention across Brodi today.
Pre-orders to review
124 need checksoldest: 2 days
Net sales
$84,620↗ 8.1%USD equivalent
In Shipping
217 packing14 awaiting release
Order flow
Live workload by fulfillment stage
4 pre-orders are missing required checksVerify the contact, addresses, shipping and assigned representative.
Needs attention
Tasks that may block orders
86%
Operations health
All core services are running normally.
Recent orders
Latest website and sales-rep activity
| Order | Customer | Source | Rep | Total | Status | |
|---|---|---|---|---|---|---|
| #BR-1048210:42 AM | École du RivageMoncton, NB | Website | — | QuoteCAD | RFQ | |
| #BR-104819:18 AM | Northlake HealthKingston, ON | Rep portal | MJ Maya J. | CA$3,675.00CAD | Pre-order | |
| #BR-10480Yesterday | Bloom AcademyPortland, ME | Rep portal | DS Dan S. | US$942.80USD | Order | |
| #BR-10479Yesterday | Hôtel LaurentienQuébec, QC | Website | — | CA$2,194.25CAD | In Shipping |
COMMERCE OPERATIONS
Orders
Move every order from intake through approval and fulfillment.
| Order | Customer & shipping location | Placed via | Payment | Total | Current stage |
|---|
CATALOG
Products
Manage products, exact variants, packs and curated sets in one place.
42 products
127 active variants
8 packs & sets
Display
FLEXIBLE BY DESIGN
Create only the variants you actually sell.
Add sizes, colours or any other option—then select every valid combination or just the ones you stock. New option values can generate only the new combinations.
RELATIONSHIPS
Customers
Find shipping locations, shared billing accounts and contacts quickly.
Shipping locations0Active customers
Billing accounts0Reusable across locations
Customer contacts0Ordering contacts
| Markup | Contacts | Status |
|---|
No customers foundTry a different search or filter.
TEAM & TERRITORIES
Sales representatives
Configure access, customer assignments and territories, then review sales and commission performance.
Active representatives4Across Canada and the US
Rep-assisted salesCA$96,740October · CAD equivalent
Estimated commissionCA$9,674CA$6,412 approved
MAYA'S WORKSPACE
Good morning, Maya.
Your orders, assigned customers and earnings—without access to another representative's data.
Sales this monthCA$28,460↗ 14.2% vs last month
Estimated earningsCA$2,846Commission rules coming next
Active customers24Assigned accounts only
Open orders9Only your order activity
Scoped to Maya JohnsonOrders and customers below are limited to Maya's assignments. Product availability is shared with the admin catalog.
Customer opportunities
Reorder timing and sales trends from actual order history
Analyzing customer order history…
Visits & reminders
Plan the month and capture every outcome
My leads
Prospects that can be qualified and converted into customers
Loading leads…
Customer territory map
Choose a location to see its latest order and products
Loading customer locations…
My recent orders
Orders placed by you for assigned customers
| Order | Customer | Total | Status |
|---|
My customers
Accounts assigned to your territory
Earnings breakdown
October 1–31, 2026
Estimated commissionCA$2,846.00Based on CA$28,460 eligible sales
The final commission calculation will plug into this view once the rules are confirmed.
PROSPECT PIPELINE
Leads
Track prospects, follow-ups and conversion to customers.
FIELD SALES
Territory Planner
Plan a useful route, understand each customer and act on the best opportunities.
Calendar & daily route
Exact times are optional; the visit sequence can guide the day.
Month
Loading schedule…
Customers near this route
Select a customer to see buying activity and schedule a meeting.
Loading OpenStreetMap…
Choose a customer or visit to see account insights.
Customer opportunities
Prioritized from visit cadence and buying patterns.
Loading opportunities…
DELIVERY PLAN
Build roadmap
A phased path from validated workflows to production operations.
The replacement system is running independently.
The UI, Node.js API, authentication, and PostgreSQL database now run together on this computer. Core order, catalog, customer, and representative records are loaded from Brodi's own local database—not the legacy CMS or a hosted database service.
Product, variant, pack & set APIs Customer, billing & contact APIs RFQ through invoiced transactions Authentication and rep data isolation QuickBooks export queue Commission formula
WEEK 1
Discovery & workflow lock
Confirm order stages, approval rules, roles, taxes, currencies, integrations and reporting needs.
WorkshopsData modelAcceptance criteria
WEEKS 2–4
Commerce core
Products, selective variants, packs, sets, pricing, customers, billing accounts and contacts.
CatalogCRMPermissions
WEEKS 5–7
Orders & approvals
Website intake, manual/rep orders, approval engine, notifications, audit trail and shipping handoff.
WorkflowAutomationAudit
WEEKS 8–9
Rep portal & earnings
Assigned accounts, guided order entry, order visibility and transparent commission statements.
PortalCommissionsExports
WEEKS 10–11
QA, migration & launch
Import existing data, end-to-end testing, user training, observability and controlled rollout.
MigrationUATLaunch
WEBSITE CMS
Website content
Manage pages and the media displayed on the public website.
Open Website to load pages.
Select a page to edit
Or create a new page and add structured content blocks.
Homepage slider
Upload wide images or short videos, choose their destination and arrange their order with the arrow controls. Only active items appear on the website.
Featured products
Only selected products appear here and on the homepage. Add from the catalog, then arrange their display order.
Your selected homepage products will appear here.
Open Featured products to load the selection.
Product reviews
Customer reviews stay private until staff approves them. Staff-added reviews are published immediately.
Open Product reviews to load submissions.
CONFIGURATION
Settings
Manage access, catalog structure, taxes and shipping choices.
Appearance
Choose the colour theme for this device. Your preference is saved in this browser.
Roles & permissions
Control what each type of user can do. Permissions are grouped by workflow so they are easier to review.
Categories & subcategories
Organize the catalog and control which choices are available on products.
Warehouse workflow
Choose whether warehouse staff must scan every ordered item while packing.
Canadian tax rates
Applied from the customer’s shipping province.
Shipping methods
Temporary configured rates until the carrier API is connected.