🏢 Enterprise

Multi-location management and territory assignments.

• Multi-Location & TerritoriesEnterprise features let you manage multiple business locations, assign territories to team members, and roll up reporting across locations.
• Inventory & Fulfillment — OverviewFull inventory + fulfillment subsystem. Items live in bins with QR codes; vendors are tracked as manufacturers; purchase orders bring stock in; boxes pack stock out to customers; every quantity change…
• Bins & QR ScanningBins are physical storage locations — a shelf, a bay, an aisle slot. Each bin has a name (free-text) and an auto-generated QR code printed on a label. When you receive stock or hunt down an item, scan…
• Purchase Orders & ReceivingPOs are the in-flow side of inventory. Create a PO against a manufacturer, add line items (inventory item × quantity × unit cost), then receive stock against lines as it arrives. Receives are atomic —…
• Boxes & FulfillmentBoxes are outbound packing units — one Box = one customer-bound carton. State machine: open → sealed → shipped → delivered, forward-only. Pack items off the warehouse floor with your phone (scan the i…
• Visual Lookup AI — Match a Photo to an SKUSnap a photo of a product on your phone, get the top 3 matching inventory items with confidence scores. Useful when you're holding something off a vendor pallet and you don't know which SKU it is. Two…
• Reorder Report & Manufacturer EmailsThe Reorder tab surfaces every inventory item at or below its reorder point, grouped by manufacturer, with a suggested order quantity. Two actions per group: "Create PO from suggestions" pre-fills a P…
• Inventory Documents — PDFs & EmailFour document templates ship with the inventory subsystem: packing slip (US-Letter, FROM/TO + items + totals), box label (4×6" thermal-style with QR + box number), reorder report (paginated table grou…
• Real-time Updates & Low-Stock AlertsThree real-time/push features keep the inventory subsystem responsive: real-time socket events broadcast every quantity change to all logged-in browser tabs in the org without polling, push notificati…
• Brokerage Portal — Slot Management & RosterBrokerage owners use this to invite agents, manage slots (paid seats), and see analytics across the whole team. Includes invite codes, agent activity, and per-agent revenue contribution.
• My Brokerage — Agent Portability & VisibilityAgent-side portal: see which brokerage you're part of, control how much of your contact book the brokerage can see (visibility), and exercise your portability rights to leave with your data if you swi…
• Sandbox Environments — Test Changes Before ProductionSandboxes are isolated copies of your org you can use to safely test workflow tweaks, new approval processes, CPQ price rules, email template rewrites, and configuration changes without touching produ…