1 — Product category
Engine Oil
Full Synthetic
Engine Oil
Synth Blend
Engine Oil
HD Synth Blend
Trans. Fluid
Hydraulic
Gear Oil
Antifreeze
Brake Fluid
Select product
2 — Package format click to switch
3 — Package color
Preset colors
4 — Label color
5 — Brand details
Logo

Click to upload logo

PNG · JPG · SVG
6 — Quantity (packs)

3D package preview

Live label · brand · logo update as you type

1 Quart Bottle
click to enlarge

Container loading

40ft container · 20 pallet capacity

0
Pallets used
0%
Container fill
20
Pallets left

Quote cart 0

Label preview on all package sizes

Management
Dashboard
Products & SKUs
Package images
Pricing levels
Customer groups
Quote requests
Users
Certifications
Orders
Create quote
Accounting
Profit Analysis
Import / Export

Dashboard

Recent quotes

CompanyProductStatus

Recent orders

CompanyTotalStatus

Revenue (last 6 mo)

Products & SKUs

NameCategoryViscosityCertsStatus

Package images

Upload custom package images for each format. These replace the default drawn illustrations in the configurator preview.

Pricing levels

Define price tiers assigned to customer groups

Customer groups

Organize customers into groups and assign price levels

All quote requests

IDCompanyProduct / SKUPackageQtyUnit PriceEst. TotalLevelDateStatus

Users & Access Control

Manage passwords, roles and permissions for your team and customers

NameEmailOrg RolePermissionsLast loginStatus

Certifications

Orders

Order IDCompanyProductsTotalPalletsDateStatusUpdate

Create quote / order

Customer

— or enter new —

Discount override

Add line items

Line items

Total: $0.00

No items yet

Profit Analysis

Revenue vs Cost vs Profit by Category

Margin by Category

Product Profit Breakdown
ProductPackageCost/PackPrice/PackGross ProfitMargin %Pallet RevenuePallet Profit

Import / Export

📋 Product Price List

Upload your Excel price list or download the current catalog as CSV.

📂
Drop Excel file here or click to browse
.xlsx or .csv accepted

👥 Customer List

Upload a customer CSV to bulk-import accounts, or download your current customer database.

👤
Drop customer CSV here or click to browse
CSV with: name, company, email, phone, group

📦 Orders

Download all orders and quotes as a CSV for your records or accounting software.

💰 Transactions

Export your full transaction ledger to CSV for bookkeeping or tax purposes.

Accounting

Revenue vs Expenses

By category

Transactions
DateTypeDescriptionCategoryReferenceAmountBalance