Total Target
0 RON
Total MTD
0 RON
Payable Commission
0 RON
Progress
0%
Total Clients
—
Total Products
—
Dashboard
Welcome.
This version includes client database, admin product CSV import, monthly targets, agent achievements and admin overview.
Add Client
Admin / AgentClients Database
| Customer | VAT ID | Account Person | Phone | Credit Limit | Invoice Due | Assigned Agent | Edit | Delete |
|---|
Import Products from CSV
Admin / Agent / BillingCSV/XLS export columns required: product_name, unit, imported_price, sale_price, vat_percent. Accepted separators: comma, semicolon, or TAB.
Add Product Manually
Admin / Agent / BillingProducts
| Product | UM | Imported Price | Minimum Sale Price | VAT % | Actions |
|---|
Assign Monthly Target
Admin onlyAssigned Targets
| Agent | Month | Base Target | Commissioned Target | Total Target | % Added Value | Commission % | % Commission at Sale | % Commission at Invoice Paid | Actions |
|---|
My Target
Base Target
0 RON
Commissioned Target
0 RON
MTD Sales
0 RON
Expected Commission
0 RON
Progress
0%
Add Achievement / Sale Row
Agent / Billing / Own SalesMy Achievements
| Date | Client | Notes | Cost Price | Sale Price | Profit RON | % Difference | Invoice Paid | Paid Date | Total Commission | Payable Commission | Actions |
|---|
Overall Performance
Totals (filtered view)
Total Target
—
Total MTD
—
Payable Commission
—
Overall Progress
—
Monthly Breakdown
| Agent | Month | Total Target | MTD Sales | Difference | Progress | Total Commission | Payable Commission | Status |
|---|
Create Offer
Admin / Agent
Auto: today. Updates when offer is edited.
Current Offer Builder
No offer selected
Rule: agents may add manual products and products from the list. For agents, only Sale Price is editable for pricing. If an agent enters a sale price lower than the product minimum sale price, that line becomes Pending Approval. Admin can approve/reject or use any price.
| Product | UM | Base Price | Sale Price | Qty | Line Total | Profit | Approval | Actions |
|---|
Tip: Open/Edit an offer, then use the product fields above to add new items. Existing lines can be edited directly in the table.
Offers List
| Offer No. | Client | Agent | Issue Date | Expiry Date | Status | Total | Actions |
|---|
Admin Approval Queue
Restricție preț minim pentru agenți
Ofertele agenților sub prețul minim necesită aprobare admin.
| Offer | Agent | Product | Imported Price | Standard Sale Price | Requested Sale Price | Standard % Added Value | Requested % Added Value | Difference vs Standard | Actions |
|---|
Offer Analytics
Monthly offer value and added value %Total Offer Value
0 RON
Total Offers
0
Total Added Value
0 RON
Average Added Value %
0%
Offer Product Lines
Admin sees all lines. Agents see only their own offer lines.| Offer | Agent | Client | Date | Product | Qty | Imported Price | Sale Price | Line Total | Added Value RON | Added Value % | Status |
|---|
Client Transactions
Accepted offers by client and periodAccepted Offers
0
Total Transaction Value
0 RON
Total Added Value
0 RON
Average Added Value %
0%
Accepted Offer Details
Only offers marked “Oferta Acceptata” are included.| Offer | Client | Agent | Date | Status | Total Value | Added Value RON | Added Value % |
|---|
Administrare utilizatori
Doar AdminCreează sau actualizează profilul CRM pentru un utilizator deja existent în Supabase Auth. Copiază UID-ul din Supabase, introdu emailul, numele afișat și rolul.
Această funcție creează profilul din tabela profiles. Contul din Supabase Auth trebuie să existe deja; aici se leagă UID-ul de email, nume și rol.
Utilizatori existenți
| Nume afișat | Rol | UID | Acțiuni | |
|---|---|---|---|---|
| Apasă Reîmprospătează pentru a încărca utilizatorii. | ||||
📍 New Visit Task
📄 New Invoice Collection Task
📍 Visit Tasks
| Type | Agent | Client / Address | Due | Status | Admin Notes | Actions |
|---|
📄 Invoice Collection Tasks
| Client | Agent | Total | Collected | Progress | Due | Status | Actions |
|---|
✎ My Logged Activities
| Date | Agent | Type | Client | Duration | Notes | Outcome | Actions |
|---|
🏆 Team Leaderboard
📋 Work Log
| Date | Agent | Type | Client / Location | Notes | Extra Info | Actions |
|---|
📄 Add Invoice Entry
📋 Invoice Register
| Invoice # | Date | Value incl. VAT | Value excl. VAT | Markup % | Profit | Notes | Actions |
|---|---|---|---|---|---|---|---|
| Totals (filtered) | — | — | — | — | |||
Restante
0
Scadente în 7 zile
0
Total neachitat
—
Achitate luna aceasta
—
Comandă Nouă
Completează câmpurile de mai jos
🏭 Furnizori
Lista se completează automat.
📋 Comenzi Furnizori
| Furnizor | Data | Valoare | Limită credit | Disponibil | Scadență | Status | Note | Acțiuni |
|---|---|---|---|---|---|---|---|---|
| Total filtrat: 0 comenzi | — | |||||||