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

Settings / Production Library

Production Library

Manage materials, equipment, services, and reusable product templates that feed the estimating and production workflows.

Status

Production Library

Import Center

Download and upload bulk templates for materials, laminate, hardware, vendors, processes, and equipment from one place.

Open Import Center

product catalog

0

Open

vendors

19

Open

3G Packaging

Agfa

Epson

Excelsus Plastics

Garston

materials

57

Open

010 Clear rigid Vinyl

015 Clear PVC

015 Clear PVC 48x96

020 Styrene

020 White HIPS

machines

11

Open

Agfa Jeti 1

Banner Welder

Digital Die Cutter

Epson S80600

Flat Cutting Table

processes

38

Open

Banner Welder

Box Making

CNC Aluminum

CNC AMC

CNC MDF

hardware

66

Open

10 x 30 Poly Bag S-1447

105129 Cable & Adjuster Kit 30 ft

106025 Boot System Magnetic Base

107090 1inch Long Magnetic Gripper Flush Sign Hold

107096 3inch HD Gripper no Hinge

labor rates

0

Open

margin groups

0

Open

Notifications