Dashboard 📊
Total Orders
-
All time
Pending / Transit
-
Needs attention
Total Revenue
-
All invoices
Unpaid Invoices
-
Follow up
Next PI Number
-
Auto-generated for this company
📈 Monthly Revenue (Last 6 Months)
Recent Orders
| Order # | Item | Qty | Status | Date |
|---|---|---|---|---|
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📦 Orders & Proforma Invoice
Fill in once — saves Order AND creates PI automatically.
➕ Order Details
🏭 Customer / Factory Details
📋 Line Items
Grand Total (USD):0.00000
🚢 Shipping & PI Details
Kg
✅ Saves the order, creates the Proforma Invoice, and opens it ready to print.
All Orders
| Company | Order # | Item | Qty | Value | Status | Delivery | Actions |
|---|---|---|---|---|---|---|---|
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👥 Customer Directory
Save factory details and all their individual contacts — auto-fills into every order.
➕ Add New Customer / Factory
👤 Contacts / Workers
Saved Customers
| Company | Factory Name | Contacts / Workers | VAT No | Port | Use in Order | |
|---|---|---|---|---|---|---|
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🏭 供应商管理 Supplier Directory
Manage suppliers and generate Chinese purchase contracts (购销合同).
➕ Add Supplier
All Suppliers
| Company | Supplier | Contact | Phone | Specialty | Rating | Actions |
|---|---|---|---|---|---|---|
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💰 Profit Calculator
Enter supplier costs in RMB ¥ — we convert to USD using live exchange rate.
💱 Exchange Rate — RMB to USD
🔍 Load from PI Number
Enter Your Costs
¥
= $0.00 USD at current rate
¥
= $0.00 USD
¥
= $0.00 USD
Enter directly in USD
📊 All Orders — Profit Overview
| PI Number | Customer | Item | Sell (USD) | Cost (¥ RMB) | Cost (USD) | Profit (USD) | Margin | Date |
|---|---|---|---|---|---|---|---|---|
| Select a PI above to calculate profit. | ||||||||
📋 Profit Margin Guide
🟢 Excellent
30%+
Very profitable
🟡 Good
15–30%
Healthy business
🟠 Low
5–15%
Review your costs
🔴 Danger
Below 5%
Increase your price
🧪 Samples & Jobs Tracker
Track all pending samples and jobs. Click ✏️ Edit on any row to update it.
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| Date | Client | Co. | Attn | Item | Buyer | Spec | Colour | Qty | Supplier | Status | Notes | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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💾 Backup & Export
Export to Excel, email yourself a backup, or save to your Synology NAS.
📊 Export to Excel
📦 Orders
🧾 Invoices / PI
🏭 Suppliers
Last backup: Never
📧 Email Backup
Send yourself a CSV backup by email.
🖥️ Synology NAS Backup (DS923)
How to back up to your Synology DS923:
Method 1 — Manual:
1️⃣ Click Export ALL Data above → saves to Downloads
2️⃣ Open Finder → copy to KTTrading/Backups/ on your NAS
Method 2 — Synology Drive on your Mac:
1️⃣ Install Synology Drive Client on your Mac
2️⃣ Set sync folder → always save exports there