Where the customer collects. Leave as "same as selling store" for a normal sale; choose another store to sell here but have them pick up — and pull stock from — there.
Payment method *?
▾✓ Approved Estimates — Ready to Invoice
Loading invoices…
Invoice #
Customer
Project
Status
Total
Paid
Balance
Milestones
Due
Loading…
Loading customers…
Name
Company
Type ?
Tier ?
Phone
Location
Follow-up
Loading…
Cabinet Type
Door overlay ?
Sink Type
Stone Type
Faucet Type
Loading products…
🏷️
No products found
Try a different search or category filter.
Cabinet Type
Door overlay ?
Stone Type
Faucet Type
Sink Type
🏭 This is the plant's own stock — the same rows as Factory ▸ Plant Stock, live. A count entered either place shows up in both immediately.
Updating counts…
Loading inventory…
Select a view to load inventory.
Movement History
Date
Change
Qty After
Reason
Reference
Notes
By
Loading…
🪨
Slab Tracker
Individual natural stone slab records — dimensions, bundle, finish, warehouse location, status (available → reserved → sold/damaged). Each slab variant is its own SKU.
📍 Phase 6 — Slab Tracker
Loading purchase orders…
PO #
Vendor
Status
Expected
Subtotal
Shipping
Total
Created
Loading…
Loading special orders…
SPO #
Customer
Vendor
Status
Expected
Invoice
Created
Loading…
Incoming Payments
Visible to every manager and admin across all six stores — a payment is not tied to a store until it is matched to an invoice.
Waiting on a payment right now?
Incoming payments update on their own. Press Check for Payment to pull the latest right now — useful with a customer at the counter.
Loading prep jobs…
Orders sold at another store that the customer collects here. Stock already came out of this
store when the invoice was paid — marking it picked up only records the handover.
Job #
Customer
Invoice
Priority
Scheduled
Delivered
No completed jobs yet.
Loading transfers…
Outgoing
?
Incoming
?
Loading returns…
RMA #
Customer
Invoice
Status ?
Reason
Refund ?
Created
Loading…
Loading tasks…
Task #
Subject
From
To
Priority
Status
Due
Created
Loading…
Team Portal ?
Everything in one place
Jump to the tools your team uses every day, and see what’s happening across the company.
Loading…
Loading the board…
Time clock ?
Loading…
to
Loading…
Everything you can take out of Gild Point, in one place.
Export for your accountant
One file for QuickBooks Online or any accounting software: a balanced journal entry per store per day. Your accountant imports it once.
Loading…
Price lists
Branded price sheets for customers, contractors and trade — PDF or Excel.
📕
Product Price List
Branded price sheets — any categories, any tiers (Retail · Trade · Wholesale · VIP), PDF or Excel.
Products ?
Your catalog, one row per SKU. Filter it down, then download — a polished Excel to hand out, or a plain CSV you edit and re-import.
Which products active products export by default
Categories all selected
Loading categories…
Add stock columns — on-hand quantity per store optional
Columns
SKU · name · category · unit · retail
— SKUspick what to export
Inventory
Your stock position — on hand, committed, available, what to reorder, and what it's worth. (Catalog & prices are under Products.)
📦
Stock on hand ?
On hand, committed & available per store, what to reorder, and stock value
All invoices with totals, status, customer, location
📋
Estimates
All estimates with status, customer, totals
💰
Payments
All payments with method, amount, invoice reference
Customers
Your customer list with tier, type and contact details.
👥
Customers
All customers with tier, type, contact, location
Purchasing
Purchase orders and vendors.
🧾
Purchase orders
One row per PO line — vendor, store, status, ordered and received quantities, cost
🏭
Vendors
Vendor list with contact, categories and notes
Time clock
Weekly timesheets by employee.
⏱️
Time clock
Weekly timesheet — summary + detailed breakdown by employee
to
⚠ Limited to 6 months
Loading reports…
💰 Sales Summary
Today
—
Total Revenue
—
Invoices
—
Avg Sale
—
Quick Sales
Paid 0%Outstanding $0
💳 Payment Methods
Loading…
📋 Estimate Pipeline
—
Draft
—
Pending
—
Approved
—
Invoiced
Conversion rate—%
Total value in pipeline—
🏆 Top 10 Products
Loading…
📊 Sales by Category ?
Every line sold, by product category. Click a category to see its products.
Loading…
🧑💼 Sales by Salesperson
Invoiced in the period, by who created the invoice.
Loading…
🚪 Cabinets Sold by Colour
Read from the line comments where the SKU and the colour disagree.
Loading…
⚠ Outstanding Invoices
—
0–30 days
—
31–60 days
—
60+ days
Loading…
📦 Inventory Value
Loading…
Total retail value—
Settings
Your profile and sign-in.
Profile
Signed in as—
Role—
Home location—
To change your name, role or location, ask an admin.
Password
Use at least 8 characters.
Email for customers
Shown on documents you email. Customer replies come here. Leave blank to use the company address.
Tax settings are your responsibility. Gild Point calculates tax using the settings you choose. It doesn’t give tax advice and isn’t responsible for incorrect tax setup. Confirm your rates, and which products and services are taxable, with your accountant or tax advisor before you start selling.
🔐
Admin Control Panel
Re-enter your password to continue.
Labels & barcodes ?
The SKU is the barcode. Print labels from Settings › Products (tick rows → Print labels), a product, a purchase order or a transfer; export a pack for the factory from the same place. Receiving and dispatch count by scanning with a phone or a Bluetooth scanner.
Migration 0021_barcodes_and_labels.sql hasn't run on this company yet — labels print, but vendor barcodes, carton counts and serials stay off until it has.
The size the builder starts with — anyone can switch per print job.
Labels & kits — order from Gild Point ?
Label stock cut to the templates above, and a starter kit with a desktop label printer and a Bluetooth scanner. Ships to the store you choose, Gild Point confirms by email, and it goes on your next Gild Point invoice — nothing to pay at order time. Any other brand in the same size works too.
Migration 0023_supply_orders.sql hasn't run on this company yet — browse the catalog, but orders can't be placed until it has.
Your orders ?
Product Categories
One list, used everywhere — dropdowns, filters, the product picker, imports, and pricing. Order here is the order shown app-wide.
Order
Icon
Name
Status
Loading…
Used on documents → retired, not deleted
SKU
Name
Category
Unit
Retail
Cost
Margin
Status
Loading…
User Management
Create accounts, assign roles and locations, set manager PINs
Name
Email
Role
Location
PIN
Status
Last Login
Loading…
🏷️ Role Names
Call each role what your company calls it. A new name changes only what people see — the user list,
these tables, approvals and reports. What the role can do stays exactly the same. Leave a box empty to use the default name.
Loading…
🔐 Page Access by Role
Which sidebar pages each role can open, and where they land after signing in. Admins always see everything.
A page turned off in Features is hidden for everyone and shows greyed here. Changes apply at each user's next sign-in.
Loading…
📊 Report Access by Role
Page Access (above) decides who can open Reports. This decides what they see inside:
which report tabs, which sensitive figures, exports, store scope, and how far back they can look.
Admins always see everything. Enforced in the report functions, not just hidden in the browser.
Loading…
🏭 Factory Reorder Permissions
Who may prepare a company-wide reorder sheet, and who may send it to the factory without approval.
Anyone allowed to prepare but not to submit directly raises a request that an admin approves in Settings › Approvals.
Admin can always do both. Changes apply at each user's next login.
Loading…
Manager / General Manager Price Editing
When on, managers & general managers at the selected stores get an “Edit Price” button on a product’s detail in the Products tab. Turn off to keep price changes inside this admin panel.
Enforced in the database too — turning this off blocks price writes server-side, not just in the browser.
Enabled at these stores
Tier Pricing Rules
Discount % applied by customer tier & product category — auto-applied in all pickers
Tier
Category
Discount %
Effective From
Effective To
Notes
Action
Loading…
Location Price Modifiers
Base prices are the company-wide baseline. Click any cell to edit — blank cells inherit the location's "All" default.
Loading…
Audit Log
When
Action
Performed By
Record
Result / details
Loading…
Product Pricing
Retail & cost prices — changes are effective-dated
Product
SKU
Category
Retail
Cost
Margin %
Since
Action
Loads on demand — the full catalog is large. Typing in search also loads it.
🏢
Company name
Shows as your sidebar title and on every estimate, invoice, receipt & purchase order. A store can set its own name on the Locations page.
📦
Release to Customer ?
A guard against handing an order to the wrong person. When it’s on, releasing a paid order asks who is collecting
(the customer, a named authorized person, or someone not on file) and records the type of photo ID staff checked — never the number.
Releasing to someone not on file needs a manager PIN. When it’s off, releasing is a single tap (“Mark picked up”) with no ID step.
This is optional, and turning it on or off here never affects orders already picked up.
❓ Help on Demand
When on, a small ? appears next to fields and sections. Clicking it shows a short plain-English explanation — handy for new staff and anyone coming off QuickBooks. Turn off to hide every ? across the app.
The tip text lives in the help_content table — edit a tip in Supabase to fix wording without a code deploy. New tips show up the next time staff reload.
💬 Comment Presets
Wording your team uses again and again. In any note line (Estimates, Invoices, Quick Sale),
click the note box to pick one, or type its code. The full text goes in and can still be edited.
Changing a preset only affects notes added from now on.
Loading…
Default Tax Rate
Decimal × 100 = % (e.g. 0.08975 = 8.975%)
Applied to all new invoices and estimates unless overridden by a location-specific rate below.
🖨 Print Font Size
Overall text scale for all printed documents — estimates, invoices, letterhead, purchase orders, quick-sale receipts, and packing slips. 14 = standard size (documents print as designed); higher scales everything up proportionally, lower scales down. Larger is easier to read but may push long documents onto an extra page.
scale (8–20). 14 = standard.
Saved — takes effect on the next print.
📐 Document Top Margin
Top margin (inches) for the colored estimate, invoice, purchase order, and return/credit-memo documents. Lower values move content up and shrink the blank band at the top of page 1. Letterhead documents use the separate Letterhead Margins above.
inches (0.25–2). 0.5 = default.
Saved — takes effect on the next print.
Per-Location Tax Rate Overrides
Location
Tax Rate (decimal)
Notes
Loading…
Invoice & Estimate Settings
The name of the style box on estimates and invoices, and on their printouts — e.g. Cabinet style, Door style, Collection, Color. Leave blank for the automatic name.
Set the top and bottom margins when printing on pre-printed letterhead paper. Adjust until your content lands in the blank body zone of the form. Typical starting values: top 2.2in, bottom 1.8in.
Min 6 characters. Share verbally — never email.
Return & Restocking Policy
All unopened returns
Opened returns, by category ?
Discounts
Which discount buttons staff see, what they’re called, the reasons they pick from, and the limits.
Discount buttons ?
Switch a button off and it disappears from Quick Sale, estimates and invoices. Documents that already have one are unchanged.
Discount
Button name
Needs a reason
Item discount% box on each line
Group discount$ or % off one section
Order discount$ or % off the whole document
Additional discountextra % on a group, after its own discount (10% then 5% = 14.5%)
Discount reasons ?
Shown when a discount needs a reason. The reason prints on the document.
Limits ?
How much each role can take off a whole document — item, group and order discounts together — with no PIN. To go higher, someone whose own limit covers it enters their PIN. Nobody can go above the highest limit.
%
%
%
%
Location Settings
Edit location details, toggle active status
Loading…
Add records from a spreadsheet. Each import previews before it saves — nothing changes until you confirm.
🏷️
Products
From XLSX or CSV. Works with a QuickBooks export or the standard import format.
Required: sku (always) · name, category, unit (new products). Tags use | between values.
👥
Customers
From a QuickBooks XLSX export. Tax-exempt (Sale Permit) customers are detected for you.
🎯
Reorder levels ?
The minimum stock each store keeps on hand — drives the low-stock flag and the inventory status colors. Not the same as an actual count.
Takes the template (SKU, Store, Min) or one Min column per store from an inventory export. Download import template
📦
Bulk inventory count ?
Set the actual on-hand count for existing products — written through the movements ledger. Not the catalog, and not reorder levels.
sku, qty for one store — or sku plus a column per store (qty_HTX, qty_DAL…) to count several at once. Export inventory, edit the Hand numbers, re-upload.
A guided, one-time move from another POS or spreadsheet. Review one summary before anything is written, and undo the whole run for 30 days.
Occasional cleanups. Each one previews first and writes a ledger row, so History always shows what changed.
🧮
Reset negative inventory to 0
Finds every product sitting below zero at any location and sets it to 0. Each change writes a ledger row (reason physical count) credited to you, so History shows what it was. Preview first — nothing changes until you press Fix.
Suggestion rules ?
"When the document has … suggest …". Suggestions appear in the Goes with strip on Quick Sale, estimates and invoices, at the store's price. The top rules win when the strip is full.
Loading…
When the document has
suggestmatching on
qtyperunits on the line
reason on the chip
Preview
Linked products ?
Link two products so one suggests the other in the Goes with strip — a door pairs with its box, a plank needs its underlay. Works for any trade, matched by product, no matter how the SKU is written.
Loading…
When the document has
qtyperunits on the line
reason on the chip
Cabinet model codes? — give each cabinet product its model code (the part of the SKU like B12) so a door and its box can be matched automatically, however the SKU is written. Nothing is changed on your products or prices; safe to run again any time.
Cabinet pairing by line ?
Pair a fronts line with its box line and every size links itself — a WS-B12 front automatically pulls CX-B12, WS-W3030 pulls CX-W3030 — matched by the cabinet code in the SKU. One pairing covers the whole line, however the SKU is written.
Loading…
Fronts line→ Box line
From the Kitchen & bath pack ?
Rules that come with your product areas. Switch either off here.
Vendor Directory
Company-wide supplier list — all staff can view, admin can edit
Loading…
Time Clock Employees ?
Enroll employees in the time-clock system. Enrolled employees with a PIN set can clock in at their store's kiosk.
Loading…
Loading…
Commission rates
Commission is a % of what customers pay, before tax, counted as each payment comes in and split across the invoice’s categories. Returns take it back from the original seller. Everything else covers lines that aren’t one of your categories (freight, fees, typed-in items). The Commissions page always uses the plan and rates saved here, for any period you look at.
Loading…
Kiosk Announcements ?
Messages shown on the time-clock screen. Target one or more locations; each can carry a title, a message and an optional show/hide date window.
Loading…
Edit shift
Times are in Pacific. Clearing the Clock Out reopens the shift. Saving records who made the correction.
Manage apps ?
Add the tools your team uses. Links open in a new tab. Use the order number to sort, and pick which roles see each tile. Leave a URL blank to grey-out a tile until it’s ready.
New Announcement
Tablets refresh announcements every few minutes.
Select Your Location
Loading locations…
⚠️
Are you sure?
SKU reference
Tip: type a full SKU to decode it, a product or brand name to search, or tap a category below to list everything in it.
Browse by category
Prefix▲
What it is
Category
Sold by
Example
?
Door
Line▲
Line name
Style
Box it pairs with
Example door SKU
Add Category
Lower = earlier everywhere (use gaps of 10 to leave room).
Request Stock from the Factory
Number assigned on save
—
Always the factory — nothing to choose.
Products to Request
Select a product
Selected
Click to add · click again to remove
Bill of Materials
—
Quantities are what it takes to build one unit.
Materials
#
Material
Qty per unit
Unit
Note
No materials yet — add the parts this product is built from.
New Production Order
—
Materials this run needs
Material
Per unit
Needed
On hand
After
—
Adjust Material Stock
—
On hand now:0
Required for everything except opening stock. Written to the movements ledger.
Stocking Levels
—
Flag when on hand falls to this
Buffer for demand and lead-time variance
Movement History
Add Product
Loading product…
Unique company-wide identifier
Sellable merchandise. Appears in estimates, invoices and the price list.
Where the buying unit differs from the usage unit
How the door sits on the box. Frameless cabinets are always full overlay, so you can leave those blank.
Sold in decimals. Because the unit is sq ft, staff can enter 64.5 on an estimate or invoice, and stock, transfers and counts take decimals for this product too. Change the unit to each, box or slab and it goes back to whole numbers.
sq ft per box
Fill it in and each line shows how many boxes to pull.
Used in product picker search across all modules
One label per carton — "Carton 1 of 2"
Specs shown on product detail and printed documents — e.g. Finish, Mount Type, Flow Rate
Initial Pricing
Factory Sourcing
Used by the reorder calculation: avg daily usage × lead time + safety stock
Opening Inventory (optional)
Set starting stock quantities per location. Leave blank for 0.
Loading locations…
Product Details
Group Images
One image per Countertop color group — every size/cut variant with no image of its own uses it. A product's own image always wins.
Loading…
Finish photo by color + type, with a style + type shape diagram as fallback. A product uses its own image first, then its color+type photo, then the shape diagram.
Loading…
One image per Shower Panel color — every size with no image of its own uses it. A product's own image always wins.
Loading…
Edit Pricing
This is what gets stored. Every other store is computed from it.
Previous price record will be closed as of this date.
Add Tier Rule
⚡ Tier rules auto-apply to all product pickers — estimates, invoices, and quick sale.
Applied as: Retail Price × (1 − discount% / 100)
Leave blank = ongoing
Import Preview
Edit Location Modifier
Positive = more expensive than the base price. Negative = less expensive.
Your base location should remain at 0.
Subcategory rules
Override this category's modifier for specific product types, matched by SKU prefix.
Most specific (longest prefix) wins; products without a matching rule use the category modifier above.
Bulk Inventory Count Import
Location:
#
SKU
Description
Category
Current QOH
New Count
Delta
Import Customers
QuickBooks customer list
#
First Name
Last Name
Company
Phone
Email
Address
Tax Exempt
Adjust Stock
—
—
—
Log a Payment
Copy what the bank alert says. Matching it to an invoice comes next — you do not need to know whose it is yet.
Logging a payment does not mark anything paid. Confirm the money is in the account before releasing goods.
Match to Invoice
Save to Catalog
Turns this custom line into a permanent product — searchable on every estimate, invoice, and Quick Sale from now on.
Leave the price blank if you do not know it yet — the product saves with a "No price set" badge for an admin to fill in later.
Register this network
Enter details
Reorder Levels
AllNo level setBelow levelOut of stock
Set every product shown to units
Suggest a level that covers
of sales, based on the last 90 days
Nothing is saved until you click Save
SKU
Product
On hand
Sold / month
Sales rank
Suggested
Min level
Status
Set Reorder Point
Low stock alert fires when qty_on_hand drops to or below this number. Set 0 to disable.
🏷️ Price Adjustment
Loading…
Add Customer
Contact Info
Which location owns this customer record
Address
Classification
Controls automatic price discounts in estimates & invoices
Referral Alerts
Tax Status
Tax Exempt (Resale Permit)
Invoices will have $0 tax — permit details required
⚠ Resale / tax-exemption certificate required
Seller's permit or resale certificate number
Leave blank if permit has no expiry
Add Note
New Estimate
·● UNSAVED
?
Customer & Project▾
Click to select customer…
Line Items ?
Qty
Description
Unit Price
Disc %
Line Total
No items yet — click "Add Product" or "Custom Line" below
Add ?
Totals ?
Subtotal$0.00
Taxable / Non-taxable
Item discounts$0.00
Order discount
Order discount
Discounts total ?
Tax ?
%
$0.00
Total$0.00
pricing applied
Next step ?
Notes ?
Submit for Review
How should this be filled?
⚠ This PO is already pending review. Resubmitting will notify the assignee the PO has been updated.
Create Purchase Order
Pick the items you need to source
Send Purchase Order
Choose how to send to the vendor
Sends from your company email address.
↩ Send Back to Manager
Send Stock to a Store
Number assigned on save
Anyone active at the other store.
Products to Transfer ?
#
Product
On Hand
Qty Requested
Add products above
Assign Transfer
Pick who owns this transfer.
TRF-2026-001
Manager Authorization
Incorrect PIN. Please try again.
Dispatch Quantities
·→
Leave it on direct delivery, or pick the transit warehouse the truck unloads at. The transit warehouse clicks Arrived and sends it on; it stays the requesting store's stock until they check it and click Mark Received.
Confirm the qty going on the truck for each product. Send less than requested, or
set a line to 0 if it is out of stock — the truck leaves with the rest.
Product
Requested
On hand ?
Dispatching ?
Shown to the requester (and the drop store) in their notification, on the transfer, and on the manifest.
🚚 Confirming dispatches this transfer and deducts the stock from the sending store.
Dispatch together — one truck
The transit warehouse the truck unloads at. It clicks Arrived and sends each request on; every request still belongs to the store that asked, which checks it and clicks Mark Received.
Each request keeps its own quantities. Send less, or set a line to 0 if it is out of stock — the truck leaves with the rest.
Mark Received
·→
Enter the quantity actually received per item, or count by scanning. If less than dispatched, a damage reason is required.
Product
Dispatched
Received ?
Damage Reason ?
✅ Confirming adds the received stock to this store, closes the transfer, and logs your name as the person who received it.
Add User ?
Nothing is sent until you save.
Person
Shown on estimates, invoices and other documents this person emails. Customer replies go here.
Access
Only changes what this person sees. Printed and emailed documents stay in English.
Sign-in ?
Share this verbally with the user — they can change it after logging in.
PIN?Clocks in, and approves at the register for managers
4 digits.
PasswordThe password they sign in with
Leave blank to keep their current password. At least 6 characters.
Container
Cancel Request
Edit Location
🏪 Use a different name on documents for this store
Leave blank to use the company name. This store only.
Controls which stores this location appears alongside.
New Special Order
SPO number assigned on save · Stock reserved to customer on receipt
Items to Order
#
Product
Qty
Unit Price
Line Total
Add products above
SPO-FRD-2026-001
Receive Special Order Stock
⚠ Stock received here is reserved directly to the customer — it will NOT be added to general inventory.
Product
Ordered
Prev. Rcvd
Receiving Now
New Task
TSK-2026-001
Hand over?
Stock already came out of this store when the invoice was paid — this only records the handover and tells the selling store.
ORD-2026-001
REQ-…
Add Vendor
Add Non-Inventory Item
Add Group Discount
%
Remove Discount Group?
This will remove the Group Sub Total, Discount, and Group Net rows together.
New Purchase Order
PO number assigned on save
↩ Returned by Purchaser — review notes
Products to Order
#
Product
Qty
Cost Price
Line Total
Add products above
Shipping:
Total: $0.00
PO-2026-001
Receive Stock
Enter the quantity actually received, or count by scanning. Stock will be added to inventory immediately on confirmation.
Product
Ordered
Prev. Rcvd
Receiving Now
New Credit / Refund
Credit Memo (RMA) number assigned on save
1Invoice ?
2Why is it coming back? ?
3Items coming back ?
Item
Return
Condition ?
Restock fee ?
Back to stock ?
Credit
?
Notes optional
RMA-2026-001
Reject Return
The customer will be informed the return was not accepted. A reason is required.
Cancel Transfer
⚠ This transfer is in transit. Cancelling will automatically reverse the inventory deduction at the sending location.
Decline Stock Request
The requesting store will be notified. No inventory changes occur.
✓ Sale Complete
Decline Estimate
The estimate will be returned to Draft so staff can revise and re-submit.
Select Customer
Export Products CSV
One row per SKU with product fields, pricing, and per-location stock. Edit and re-import to update.
Stock columns forSelect none
New Invoice
·● UNSAVED
Customer & Project▾
Click to select customer…
Line Items ?
Qty
Description
Unit Price
Disc %
Line Total
No items yet
Add ?
Totals ?
Subtotal$0.00
Taxable / Non-taxable
Item discounts$0.00
Order discount
Order discount
Discounts total ?
Tax ?
%
$0.00
Total$0.00
Balance due ?
$0.00
Progress ?
Leave blank if no deposit needed
Notes ?
Pickup location ?
Where the customer collects. Leave as "same as selling store" for a normal sale; choose another store to sell here but have the customer pick up — and pull stock from — there.