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o
ze
mattress + wellness
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Bryan W. — Sales Associate
Jordan M. — Sales Associate
Marcus T. — Warehouse
Lisa R. — Store Manager
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sn
o
ze
mattress + wellness
Sales
BW
Good Afternoon
Welcome back, Bryan W. 👋
3 follow-ups today · 5 deliveries pending
$4,280
Today
↑ 18% vs yesterday
3
Orders
2 delivered
$23.2k
MTD Sales
↑ 12% vs last mo.
⚡ Quick Actions
+ Customize
🛒
Start a Sale
📦
Check Inventory
🚚
Delivery
💳
Take Payment
💰
Reconcile Cash
🏪
Store Overview
🏦
Bank Deposits
✔️
Verify Payments
🏪 Store Overview
Store
Full Report →
Store Revenue Today
$12,840
↑ 22% vs yesterday
Cash Drawer
$842
Last reconciled 9am
Active Staff
4
2 sales · 1 WH · 1 mgr
Open Deals
14
⚠ 3 expiring today
Bank Deposits
2
Not yet posted
Unverified Payments
5
⚠ Needs review
📤 QBO Export Status
View Batches →
Batch Type
Last Sent
Pending
Failed
Daily Summary (JE)
Never
3
✓
Deposits
Never
3
✓
Purchase Invoices
Never
3
✓
💰 AR Aging
Total: $2.98M
Current
$0
>1 Day
$53k
>30 Days
$2.2k
>60 Days
$2.1k
>90 Days
$304k
Credits
$3.3M
📈 Sales Trend
Last 30 Days
Today
Yesterday
WTD
MTD
Last 7
Last 14
Last 30
Custom
Last
days
Apply
Feb 7
Peak: $9.2k
Mar 7
🕐 Sales by Hour of Day
MTD
Today
Yesterday
WTD
MTD
Last 7
Last 14
Last 30
Custom
From
To
Apply
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Peak: 9–10am · $9,200 MTD
🚨 Store Alerts
⚠️ Critical Aging Inventory
3,861 items over 2 years old
⏱ Orders Pending > 7 Days
874 orders need attention
🏆 Top Salespeople
MTD
Today
Yesterday
WTD
MTD
Last 7
Last 14
Last 30
Custom
From
To
Apply
#
Name
Orders
Sales
1
Bryan W.
11
$23,410
2
Jordan M.
8
$17,820
📋 Invoiced Sales Summary
MTD
Today
Yesterday
WTD
MTD
Last 7
Last 14
Last 30
Custom
From
To
Apply
Location
MTD
YTD
TTM
Snooze Mattress
$10,874
$12,894
$55,101
Totals
$10,874
$12,894
$55,101
⏳ Order Aging Breakdown
Total Open
978
Avg Age
1,394
days
Type
Count
Avg Days
Min
Max
BackOrder
94
1703 days
5d
3837d
Order
884
1361 days
1d
3848d
📊 Today's Numbers
Full Report →
Revenue Today
$4,280
↑ 18% vs yesterday
Orders
3
2 delivered
Open Quotes
7
⚠ 2 expiring
MTD Sales
$23.2k
↑ 12% vs last month
＋
Add Custom Block
🧾 Recent Orders & Quotes
View All
🔍
Store
JM
Jason Miller
Queen Hybrid Elite · 2 items
$1,899
Delivered
SK
Sarah Kim
King Pressure Relief · Bundle
$2,450
Sched. 4/14
RC
Robert Chen
Twin XL Student Set · Quote
$699
Exp. 4/18
AP
Amanda Price
Full Set + Adjustable Base
$1,280
Bal. Due
🚚 Today's Deliveries
Full Schedule
9
AM
Jason Miller ✅
1842 Mesa Dr, Scottsdale
Queen Hybrid Elite + Frame
1
PM
Sarah Kim
922 Camelback Rd #4, Phoenix
King Pressure Relief · 3 pcs
Text ETA
✓ Delivered
↺ Reschedule
🔔 Follow-Up Reminders
See All 7
RC
Robert Chen — Quote Expiring
Twin XL Student Set · 2 days left
📞 Call
TW
Tina Wu — 30-Day Check-In
Post-purchase comfort follow-up
💬 Text
🛒 Start a Sale
💳 Take Payment
📦
Inventory
🚚
Delivery
🧾
Orders
sn
o
ze
mattress + wellness
Warehouse
MT
Good Morning
Hey
Marcus
👋
Truck 1 loads at 9am · 3 POs pending
12
To Stage
⚠ 4 urgent
3
POs In
28 units
2
Returns
Need inspect
⚡ Quick Actions
+ Customize
📥
Receive Inventory
📋
Today's Staging
🔍
Look Up Item
🚛
Load Truck
↩️
Returns
⚠️
Damage Report
🔄
Transfer Stock
🗂️
Conduct Inventory
🔴 Priority Tasks
📦 PO #8841 — Sealy / Tempur-Pedic
28 units · Arrived 7:14am · Needs check-in
🚛 Truck 1 — Load by 9:00am
6 stops · 3/6 items loaded · Henderson, Summerlin
↩️ Return #R-0042 — Awaiting Inspection
Purple Hybrid Queen · Customer return · No damage noted
📋 Staging Queue
View All 12 →
T1
53200051 — Tempur-Pedic Q Firm
Truck 1 · Stop 2 · Hansen · 11am–2pm
Not Staged
T1
SEALY-EASE-Q — Adjustable Base
Truck 1 · Stop 2 · Hansen · 11am–2pm
Not Staged
T2
700812 — Sealy King Posturepedic
Truck 2 · Stop 1 · Chamberlain · 1pm
Staged ✓
📥 Incoming POs
View All →
PO
PO #8841 — Sealy / Tempur-Pedic
28 units · Arrived 7:14am
Unprocessed
PO
PO #8836 — Purple
6 units · Yesterday 4pm
Partial
🏠
Home
📥
Receive
📋
Staging
🔍
Lookup
🚛
Trucks
🛒 Start a Sale
✕
New Quote
New Order
Convert Quote
🔍
SK
Sarah Kim
Prior customer · (602) 555-0191
Quote Open
JM
Jason Miller
Prior customer · (480) 555-0842
Active
+ New Customer
Browse Catalog First
📦 Inventory
✕
🔍
All
Mattresses
Bases
Accessories
🛏️
Tempur-Pedic ProAdapt Queen
SKU 53200051 · Firm
$3,199
3 In Stock
🛏️
Sealy Posturepedic Plus King
SKU 700812 · Medium
$2,450
1 Left
🛏️
Purple Hybrid Premier Queen
SKU PH-QN-4
$2,999
Out of Stock
⚡
Sealy Ease 3.0 Adjustable Base
SKU SEALY-EASE-Q · Queen
$699
8 In Stock
🚚 Delivery Schedule
✕
Today
Tomorrow
This Week
+ Schedule
9
AM
Jason Miller ✅
1842 Mesa Dr, Scottsdale
Queen Hybrid Elite + Frame
1
PM
Sarah Kim
922 Camelback Rd #4, Phoenix
King Pressure Relief · 3 pcs
Text ETA
✓ Delivered
↺ Reschedule
3
PM
Bryan Chamberlain
922 Main Rd #4, Eagle Mountain
Purple Queen + Base
+ Schedule New Delivery
💳 Take Payment
✕
Balance Due
Open Orders
Convert Quote
AP
Amanda Price — Order #10425
Balance $1,280 · Delivered yesterday
Due
RC
Robert Chen — Quote #Q-0089
$699 · Convert to order
Quote
Scan / Type Order #
📋 My Quotes
✕
RC
Robert Chen — Twin XL Set
2 days left · $699
Expiring
JD
James D. — Sealy King
5 days left · $1,849
Expiring
EW
Emily W. — Purple Premier K
Created today · $4,299
Fresh
+ New Quote
🔔 Follow-Up Reminders
✕
RC
Robert Chen — Quote Expiring
Twin XL Student Set · 2 days left
📞 Call
TW
Tina Wu — 30-Day Check-In
Post-purchase comfort follow-up
💬 Text
SK
Sarah K. — No Delivery Confirm
Sched. 1pm · Hasn't confirmed
📞 Call
+ Add Follow-up
🧾 Orders
✕
All
Today
Pending
Delivered
JM
Jason Miller
Order #10426 · Queen Hybrid Elite
$1,899
Delivered
SK
Sarah Kim
Order #10425 · King Pressure Relief
$2,450
Sched.
AP
Amanda Price
Order #10424 · Full Set + Base
$1,280
Bal. Due
📊 My Sales
✕
Today
This Week
This Month
Revenue
85%
Units
60%
Accessories
40%
✅
Order #10426 — $1,899
Hybrid Elite Q + Frame · Miller
Closed
✅
Order #10421 — $2,381
Tempur-Pedic Q · Wilson
Closed
💰 Reconcile Cash Drawer
✕
Current Session
Open
Opening Balance
$300.00
Cash Sales
+ $542.00
Cash Refunds
- $0.00
Expected Total
$842.00
Actual Count
Counted
$842
Variance
$0.00
✓ Balanced
✓ Submit Reconciliation
Related Tools
✔️
Verify / Delete Payments
🏦
Bank Deposits
View Cash History
🏪 Store Overview
✕
Today
This Week
This Month
Total Revenue
$12,840
↑ 22% vs yesterday
Transactions
9
7 sales · 2 returns
By Associate
BW
Bryan W.
3 sales · 2 quotes
$4,280
JM
Jordan M.
4 sales · 1 quote
$8,560
✦ Customize Dashboard
✕
Choose which quick actions appear on your home screen.
🛒
Start a Sale ✓
📦
Inventory ✓
🚚
Delivery ✓
💳
Take Payment ✓
📋
My Quotes
📊
My Sales
Save Changes
📥 Receive Inventory
✕
📷
PO
PO #8841 — Sealy / Tempur-Pedic
28 units · Arrived 7:14am
Unprocessed
PO
PO #8836 — Purple
6 units · Yesterday 4pm
Partial
PO
PO #8829 — Accessories
40 units · All verified
Complete
📷 Scan to Receive
📋 Today's Staging
✕
All (12)
Truck 1 (6)
Truck 2 (4)
Will Call (2)
T1
53200051 — Tempur-Pedic Q Firm
Truck 1 · Stop 2 · Hansen · 11am–2pm
Not Staged
T1
SEALY-EASE-Q — Adjustable Base
Truck 1 · Stop 2 · Hansen · 11am–2pm
Not Staged
T2
700812 — Sealy King Posturepedic
Truck 2 · Stop 1 · Chamberlain · 1pm
Staged ✓
📷 Scan to Stage
🔍 Item Lookup
✕
📷
📷
Scan a barcode or type a SKU to locate any item.
Recently Looked Up
🛏️
53200051 — Tempur-Pedic Q Firm
3 in stock · Aisle B-4
In Stock
🚛 Load Trucks
✕
Truck 1
Truck 2
Truck 1 — Load Progress
Items
3/6
S1
Stop 1 — Johnson (8–11am)
2 items · All loaded
Ready ✓
S2
Stop 2 — Hansen (11am–2pm)
2 items · Not loaded
Missing
S3
Stop 3 — Chamberlain (1–4pm)
1 item · Not loaded
Missing
📷 Scan to Load
↩️ Returns
✕
R
R-0042 — Purple Hybrid Queen
Customer return · No damage noted
Inspect
R
R-0039 — Sealy Posturepedic King
Wrong item ordered · Sealed box
Restock
+ Log New Return
⚠️ Damage Report
✕
📷
Damage Severity
🟡 Minor
🟠 Moderate
🔴 Severe
📸 Add Photos
Submit Report
🔄 Stock Transfer
✕
From
Main Warehouse
→
To
Select Location
📷
Start Transfer
🗂️ Conduct Inventory
✕
All Locations
Aisle A
Aisle B
Aisle C
📷
Count Progress
Aisle A
✓
Aisle B
62%
Aisle C
0%
✓
53200051 — Tempur-Pedic Q Firm
Expected 3 · Counted 3 · Aisle B-4
Match
!
700812 — Sealy King Posturepedic
Expected 2 · Counted 1 · Aisle B-2
Variance
?
SEALY-EASE-Q — Adjustable Base
Aisle C-1 · Not yet counted
Pending
📷 Scan to Count
Submit Count
🏦 Bank Deposits
✕
Unposted
Posted
All
Unposted
2
Total Amount
$1,284
Posted Today
1
Deposit #1041
Prepared by Lisa R. · Today
Not Posted
Checks
$842.00
Coin
$12.50
Currency
$280.00
Total: $1,134.50
Edit
Post Deposit
Deposit #1040
Prepared by Bryan W. · Yesterday
Not Posted
Total: $149.50
Edit
Post Deposit
+ New Deposit
Go to Verify Payments
✔️ Verify / Delete Payments
✕
Unverified (5)
Verified
Deleted
⚠️
Review each payment below. Verify if correct, or delete if entered in error. Deleted payments cannot be recovered.
SK
Sarah Kim — Order #10425
Check · $2,450.00 · Entered by Bryan W.
Unverified
✓ Verify
✕ Delete
JM
Jason Miller — Order #10426
Credit Card · $1,899.00 · Entered by Jordan M.
Unverified
✓ Verify
✕ Delete
AP
Amanda Price — Order #10424
Cash · $1,280.00 · Entered by Bryan W.
Unverified
✓ Verify
✕ Delete
RC
Robert Chen — Order #10423
Financed · $699.00 · Entered by Jordan M.
Unverified
✓ Verify
✕ Delete
TW
Tina Wu — Order #10422
Check · $3,199.00 · Entered by Bryan W.
Unverified
✓ Verify
✕ Delete
✓ Verify All
Go to Bank Deposits
📤 QBO Export Batches
✕
Pending
Sent
Failed
JE
Daily Summary (JE)
3 batches · Never sent
3 Pending
DEP
Deposits
3 batches · Never sent
3 Pending
PI
Purchase Invoices
3 batches · Never sent
3 Pending
Send All Pending
Add Custom Block
✕
Metric
Revenue
Orders
Invoiced Sales
Collections
Avg Order Value
Open Orders
Backorders
Open Quotes
Date Range
Today
Yesterday
WTD
MTD
Last 7
Last 14
Last 30
Custom
From
To
Add Block