Month to date
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Year to date
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Sales by month
orders placed through the platformBy customer
stock is valued at that customer's own price| Customer | Sales | Orders | Avg order | Repairs | Repairs $ |
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Repairs completed
by kit, across all customersShare by customer
Top products by dollars
Top products by units
Materials by repair order
Everything drawn against each repair order, whether it came off a kit or was scanned by hand — so this total is higher than the Repairs $ column above, which counts kits only.
| Repair order | Customer | Last used | Items | Units | Billed | Source |
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Items in the master
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Can be scanned
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Missing a barcode
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these cannot be scanned yet
Case-level barcodes
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a scan counts a carton, not one item
Load the master file
Preview first. Nothing is written until you say so, and every change is recorded.
Send items to customers
Adds parts that a customer does not already have, at the master's list price. It never changes a price they already set, and it skips anything a rule below says they must not receive.
Bring catalogues into line
Makes the same part carry the same name, part number and barcode in every customer's list, so reporting can group on it. It adds nothing, removes nothing, and never touches a price.
Apply master prices
Most pricing is per customer and nothing here touches it. Some lines carry one list price everywhere — name the brand and this pushes the master's price out to every customer.
What the master is missing
A blank field in the master is treated as "we don't know", never as "set it to nothing" — so a gap silently does nothing forever. This is where a customer already knows the answer.
Who does not get what
Commercial rules. A customer we have no contract to supply a brand to never receives it, however the push is run.
The master table
| Part # | Item | Brand | Category | Barcode | List | Case |
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Master kits
A kit built here is offered to customers; each shop still maps its own lines to its own catalogue.
Builds a brand-new master kit with the same lines and quantities as — pick a brand alternative for any line that should change, and leave the rest on "Keep original". The original kit and everyone already using it are untouched. The new kit starts with no customers assigned.
Lines
Customer access
Brand crossover reference sheet
CHC's own lookup for "if a shop wants this in Norton, 3M, SEM, Kent or Wurth instead of Fusor, here's the part." Used above to suggest a line's alternatives — re-importing is additive, so a corrected sheet is reviewed like anything else.
Manage customer companies on the platform.
| Company | Slug | Contact | Order Email | Status | Inventory | Actions |
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Prices here belong to the selected customer only — every other customer keeps their own price for the same item. Click a price to change it. marks a PPG item held at the PPG list price.
Change prices by a percentage
| Item | Brand | Category | SKU | List | Price | |
|---|---|---|---|---|---|---|
| Select a customer to see and edit their pricing. | ||||||
Manage product catalogs.
| Product | Brand | SKU | Barcode | Price | Case Qty | Stage & Status | Actions |
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Look up any known part and add it to a shop's catalogue.
0 selected
Items without a supplier list price are added as Contact for current pricing unless you set an amount.
| Part number | Description | Supplier | Barcode | Suggested | ||
|---|---|---|---|---|---|---|
| Choose a company, then search. | ||||||
Manage promotions (global and per-company).
| Picture | Product | Label | Company | Promo Price | Dates | Status | Actions |
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Order workflow — 3 steps to complete an order
| Location | Orders | Revenue |
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| Order # | Company | Location | Contact | Total | Status | Date | Handled by | Actions |
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CSV files open directly in Google Sheets or Excel.
| SKU | Item | Qty | Orders | Spend |
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| Date | Order # | Company | Shop | PO | Ordered by | Total |
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Rebates earned by every company that has one set up, on item dollars before tax. Set them per company with the % button on the Companies screen. These are amounts owed, tracked here — nothing is taken off orders.
| Company | Period | Rebate | Orders | Eligible spend | Rate | Rebate earned | Status |
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Weeks run Monday to Sunday (Toronto time). A shop counts as active in a week when someone signed in and entered its store, or it placed an order. The latest week is still in progress.
| Company | Shops | Active this week | Adoption | Sign-ins this week | Orders | Order dollars |
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| Shop | CHC branch | Status | Weeks | Last seen | Orders | Order dollars | Who ordered |
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| Person | Company | Sign-ins this week | Sign-ins in period | Last sign-in |
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Customers that use a shared access code (for example Assured today) can be tracked by shop but not by person. For them, who ordered comes from the contact name on the order. To track individuals, turn on People & activity for that customer.
CHC staff accounts. Order-desk staff see orders only for the branches (and, if set, the specific customers) they're assigned to below.
| Name | Role | Access | Status | Actions |
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| Time | Admin | Action | Details |
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Where do you sell?
Pick your country and home province or state. Every customer account picks up your tax rate automatically; you can still give any one customer its own rate, a different state, or mark it tax exempt under Companies.
Rates for other states
Selling into more than one place? Save a rate for each. Then set a customer’s state under Companies → Tax and it is charged that rate.
Your prices
What your customers pay for the optional parts. The sales portal — ordering, price list, promotions, order history — is always free. Annual is priced at ten months by default. Set a price to 0 to make an item free for everyone.
| Item | Charged | Per month | Per year |
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Your customers
Free customers keep everything you have switched on, at no charge. Paid customers only get the optional parts they subscribe to — or that you give them free.
| Customer | Billing | Has | Per month |
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CHC Master Logo
This logo appears on every storefront header and login screen across all companies.
Click to select an image
PNG, JPG, or WebP (max 2MB)
How Branding Works
- CHC Master Logo appears on every storefront as the main brand.
- Company Logo is set per-company in the Companies section and appears alongside the master logo.
- If a company has no logo uploaded, their company name is displayed instead.