Every screen, explained

A guided walk through the two consoles you run the business from — the at-a-glance overview dashboard and the hands-on PickIt ShipIt operational console. Representative screens with sample data for a fictional distributor.

Orientation

Two consoles, one stack

They serve different jobs. One is for seeing; the other is for doing.

The overview dashboard

A read-only, at-a-glance view of the whole business — revenue, inventory, quotes, shipments, and alerts. Built for the warehouse wall and the morning glance. Updates live.

The PickIt ShipIt console

Where work gets done: quoting, picking, packing, shipping, and receiving. Scan-driven and action-oriented, one screen per job.

The overview dashboard

The whole business at a glance

Left running on a TV or open on a phone — the numbers and alerts that tell you where to spend the next hour.

app.pickitshipit.app/dashboard
The overview dashboard with KPI tiles, an alert bar, and panels for recent orders, the quote pipeline, and shipments in transit

Reading it top to bottom:

  1. Header & health pips

    Your name, a live “updated” timestamp, and green/amber/red pips for the storefront, database, and each channel sync — so you see an integration problem before a customer does.

  2. KPI strip

    Revenue (7-day, with week-over-week change), inventory value (units and SKUs), gross margin (with trend), and open quotes (pipeline value and how many await a reply).

  3. Alerts bar

    The day’s action list, color-coded by severity: low-stock SKUs hitting their reorder point, quotes going cold, and sync drift that was already auto-corrected.

  4. Recent orders

    The latest orders across channels — order number, customer, channel (WooCommerce or eBay), total, and a status badge (picking, shipped, delivered).

  5. Quote pipeline

    Open quotes with their value and stage (new, sent, won), so the B2B side is visible next to the orders it turns into.

  6. Shipments in transit

    A live count by carrier (UPS, USPS, FedEx, DHL) with on-time rate, plus how many are out for delivery today.

PLCXBOT keeps it honest behind the scenes — an hourly self-healing watchdog and automatic backups.

The PickIt ShipIt console

Every screen where work gets done

One screen per job, scan-driven and fast. Here’s each one in full.

app.pickitshipit.app/quotes
Quotes and RFQ console

Quotes & RFQ

The B2B quote desk: a filterable pipeline on the left, the live quote on the right.

  1. Status filters

    Jump between all, new, sent, won, and lost — each with a live count, and total pipeline value up top.

  2. Pipeline list

    Every quote with customer, a color-coded source pill (web, email, eBay), total, and status badge.

  3. Quote detail

    Customer and contact, plus a sender-reputation badge (domain age and disposable-domain check) so reps ignore junk.

  4. Priced line items

    Each line tagged with the tier it priced from — in-stock, supplier ×1.55, or competitor ×1.40.

  5. Actions

    Generate the branded PDF, or convert a won quote straight to an order with its PO and A/R.

Full RFQ engine spec →

app.pickitshipit.app/pick
Pick and ship station

Pick & Ship

The warehouse station: scan to pick, then pack and print in one move.

  1. Scan field

    Scan an order or item barcode; it resolves against the inventory ledger and advances the pick queue.

  2. Order card

    Items to pick with quantities and a progress count; picked lines turn green and capture serial numbers where needed.

  3. Addresses

    Ship-to and bill-to, including PO number and terms for B2B orders.

  4. Carrier & pack

    Pick a service (Ground, 2nd Day, Next Day) and hit pack — one multi-box call returns every label and tracking number.

Full fulfillment spec →

app.pickitshipit.app/receiving
Supplier invoice receiving

Receiving

Turn a supplier invoice into stock by scanning the box.

  1. Scan to receive

    Scan items against the invoice’s expected lines; counts update line by line.

  2. Lines & states

    Each line shows expected vs received, unit and landed cost, and its lot — with partial and awaiting states for split deliveries.

  3. Lots created

    Received quantities become FIFO lots with landed cost baked in, and channel stock resyncs automatically.

  4. Invoice panel

    Supplier, date, freight, and allocation method — the PDF was parsed by PLCXBOT, with AI fallback for unfamiliar formats.

Full purchasing spec →

More console screens

The rest of the day-to-day

app.pickitshipit.app/orders
Orders list across channels with status and PO/AR tags
Orders — every channel in one list, filterable by to-pick, shipped, channel, or PO/AR; PO orders tagged for receivables.
app.pickitshipit.app/inventory
Inventory grid with on-hand, reorder points, channel prices, and status
Inventory — on-hand vs reorder point, live channel prices, low/out flags, and channel-drift status across the catalog.
app.pickitshipit.app/tracking
Tracking board with inbound and outbound shipments by carrier
Tracking — inbound supplier shipments and outbound orders side by side, by carrier, with marketplace tracking auto-pulled.
app.pickitshipit.app/station-settings
Station settings: toggles for warranty card, review QR, packing slip, and printers
Station settings — toggle the inserts that print with each shipment (warranty card, review QR, packing slip) and manage printers.

Templates

The documents & emails PLCXBOT produces

Branded to your business, generated automatically, and consistent every time — quotes, listings, and the full lifecycle email set.

Branded quote PDF template
Quote PDF — versioned, branded, sent in-thread. RFQ engine →
Standardized product listing template
Product listing — one template, every product. Listings →
Lifecycle email template
Lifecycle emails — order, shipped, out-for-delivery, review. CRM →
PLCXBOT, the PickIt ShipIt automation mascot

Behind every screen

PLCXBOT runs the busywork

The screens are where you make decisions. PLCXBOT does the rest — quietly, around the clock.

  • Sends every lifecycle email and signs them
  • Parses supplier-invoice PDFs into receivable lines
  • Drafts quotes and product descriptions for your review
  • Watches the stack and self-heals — with backups

Meet PLCXBOT & the email lifecycle →

Want a live walkthrough?

We’ll demo every screen on a real instance and map it to your store.

Book a demo