Price charts in supplier layout: first column = drop steps, column headers = width steps, cells = price. Use in formulas with PRICEGRID(gridName, drop, width) — matches the next size up. Name grids to match your lookup-table codes (e.g. ROLL-1, ROLL-2.1).
Rows are discount codes; columns are customer groups; each cell is the % off. Search to find a code or group quickly.
Trade accounts. When a quote’s details are entered with a matching email (or company name), the customer’s discount group attaches automatically and their saved details pre-fill. Staff can still override the group per quote in Quotes & Orders.
How each price is calculated. These run automatically for every quote line.
Define the materials each product consumes. Each line’s quantity is worked out by a formula, per blind, when a quote is built.
Each card on the customer home page can have its own icon or photo and an optional tagline. Photos override icons; “Auto icon” matches by product name.
Passwords are stored as SHA-256 hashes — they can't be read from the code. Leave blank to keep the current password.
The portal resets for the next customer when you click Done.
Select the customer’s trade pricing tier.
A full breakdown of base prices, options and any trade discount.
Enter your email. Your access level is set per customer in Admin → Customers. (Convenience access control — not secure login yet.)
Parts needed, calculated from each blind’s size and options.
width or drop). For example, width gives the tube length in mm; CEIL(m2) gives whole square metres of fabric; IF(control="Left Motor",1,0) adds 1 motor only when motorised.