Sign in
Your password is checked against Acumatica and kept only in server memory for this session. It is never saved.
Preset Filters
Presets carry their own filter logic (built from your Acumatica filters). They use the options below on THIS tab only.
Options for presets
Filters
Options for custom sheet
Item Lookup
Aged Inventory — on-hand qty & cost aged by receipt date (FIFO: stock on the shelf is matched to the newest receipts)
First run pulls 24 months of purchase receipts (~a minute); after that it's cached for 2 hours.
Acumatica Agent — tell it what to do in Acumatica; it looks up, updates, releases holds, approves, and reports back with every step shown.
It acts with YOUR Acumatica login. Order creation stays in the Order Entry tab; destructive actions (cancel/delete) are confirmed with you first.
Admin — user access
Usernames must match each person's Acumatica login — they sign in with their own Acumatica password, so Acumatica's own security decides what data they can pull. This panel decides which tabs they see and can use (enforced on the server, not just hidden). Anyone with a valid Acumatica login who is not listed here keeps full tab access — add them with fewer tabs to restrict them.
Admin — backup & migrate
The backup zip holds everything on this service's disk: saved views & schedules, presets, user access grants, the style # registry with its images, the ship-to cross-reference, and the creation log. Download it here, and restore it onto a fresh copy of the app (new Render account / server) to move without losing anything.
Freight & Duty — Landed Cost Comparison
Style # Creation
Numbers are always 7 digits: 7xxxxxx Baby · 5xxxxxx Home · 2xxxxxx Kids. Each new number continues after the highest already used in Acumatica or this registry, so nothing ever collides.
Order Entry — files to Sales Orders (on hold)
Each PO usually has two files: the PO itself and its Routing & Distribution Instructions. PDF, Excel, CSV, or photos — 12 MB each.