Dashboard
Line items managed this year
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Total amount managed this year
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Orders captured by user —
Status distribution — all open orders
Credit-limit alerts (from QuickBooks Accounts Payable)
| Vendor | Entity | Balance owed | Credit limit | % of limit |
|---|
Top 5 vendors by order volume —
| Vendor | Orders |
|---|
Last 5 orders captured
| PO Number | Entity | Vendor | Total |
|---|
Purchase Orders
| PO Number | No_Pedido | Entity | Vendor | Date | Total | Purchase Status | Source |
|---|
Click a row to open it
Tracking
| PO Number | Entity | No_Pedido | Description | Brand | Catalog No. | Qty | Purchase Status (Order) | Purchase Status (Line) | Warehouse Status | Logistics Status | Lot No. |
|---|
Findings
Urgent findings from Almacén USA already decided by the vendor.
Rejected — needs disposition instruction
| PO Number | No_Pedido | Vendor | Description | What failed | Sales note | Instruction | Note | Rejected by mistake? |
|---|
Accepted
| PO Number | No_Pedido | Vendor | Description | What failed | Sales note |
|---|
Billing
| PO Number | Entity | Vendor | No_Pedido | Description | Bill # | Unit Bill $ | Amount Bill $ | Other Bill $ | Total Bill $ | Due Date | Payment Method 2 | Paid To | Paid | Notes |
|---|
Catalogs
Bill To
Fixed address per entity, printed on the Purchase Order PDF. Same 4 entities always — only the address is editable.
| Entity | Address |
|---|
Ship To
| Entity | Label | Address | Default | Active |
|---|
Type of Pay
| Name | Active |
|---|
"Prepayment" can't be renamed — the Bank Account requirement depends on this exact name.
Sign
| Name | Title | Active |
|---|
Bank Accounts
Used in New Order when Type of Pay is "Prepayment".
| Entity | Bank | Alias | Last 4 Digits | Active |
|---|
Brokers
Used in "Add Broker Information" in New Order.
| Agency | Patent No. | Agent | Contact | Active |
|---|
Sales Reps
Used to notify the requesting sales rep when a purchase order is processed (button in Orders).
| Code | Name | Active |
|---|
QuickBooks
This entity doesn't have QuickBooks connected yet. Ask an admin to connect it from Users.
Questions or issues with this data? Contact admin@quiminmex.com.mx.
Accounts Payable
| Vendor | Balance owed | Credit limit | % of limit |
|---|
Bills
Current year only.
| Vendor | Doc # | Date | Due | Amount | Balance | Status |
|---|
Users
| Name | Roles | Active |
|---|
QuickBooks Connections
Solo para uso interno del equipo de compras — nunca visible para proveedores.
| Entity | Status | Environment | Last connected |
|---|
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