Excelsus IQ

Main Menu

Section

Overview

Start from the dashboard or jump straight into the most common create flows.

Section

Customers

Keep accounts, contacts, and customer records easy to reach without stretching the menu.

Section

Sales / Quotes

Quote intake, estimating, product templates, and CRM work stay together.

Section

Orders / Production

Orders, scheduling, time capture, quality, and shop-floor control stay together in one operational section.

Section

Purchasing / Inventory

Material demand, purchase orders, receiving, and inventory controls.

Section

Finance / Reports

Analytics and accounting views are split into short groups so the list does not turn into one long column.

Section

Settings

Administrative setup is grouped by company, shop controls, and system tools so it stays discoverable.

Workspace

Operations Dashboard

Quick Start

New Customer New Quote New Order New Purchase Order

Accounts

Customer List New Customer

Quoting

Quotes Quote Intake Request Intake Review Queue New Quote Product Catalog

CRM

CRM Dashboard Accounts Contacts Activities Follow-Ups Pipeline Quote Requests Rep Scorecard

Orders

Orders New Order

Scheduling

Production Board Workstation Calendar Resource Queues Production Meeting My Tasks Order Pull

Time Tracking

Tracking Dashboard My Time Time Reports Estimated vs Actual

Quality

NCRs

Purchasing

Purchase Orders Receiving New Purchase Order Material Requirements

Inventory

Inventory Dashboard Material Stock Stock Alerts Alerts

Analytics

Reports Center Standard Reports Report Builder Dashboards Invoice Reports Accounting Reports

Accounting

Accounting Dashboard Financials A/R Aging Revenue Job Profitability Commissions Cash Score

Workspace

Settings Home Manual Home Modules

Company

Company Info Team Members

Shop Controls

Catalog Settings Shop Hours Schedule Settings Tax Rates

Sandbox Administrator

Owner

Excelsus Solutions

Appearance

Reports

Vendor Performance

Compare delivery reliability, receipt price drift, quality incidents, and spend across suppliers.

Overview Standard Reports Report Builder Accounting Reports Dashboards Invoice Reports

Vendor Comparison

Vendor	90 Day On-Time	All-Time On-Time	Avg Days Variance	Avg Price Variance	Incidents 12M	Spend 12M	Recommendation
3G Packaging sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Agfa sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Epson sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Excelsus Plastics Test Contact · claniak@xl-sus.com · 585-825-9040	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Garston sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Grimco sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Grimco Inc sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Home Depot sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
HP sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Kinter sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Laird Plastics sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Lindenmeyr Munroe sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
N Glantz sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Rexel sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Sandbox Alternate Materials sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Sandbox Finishing Supply sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Sandbox Media Supply sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Uline sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Weslor Enterprises. Inc. sandbox-vendor@example.invalid	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid

Notifications