Account#	Company	Location

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UPIC

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Account#	Company	Location

Contact#	Name	Email	Account#

Contact#	Name	Email	Account#

Account# Phone Call

Company:

Address:

City:

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Zip:

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Update ALL contact's addresses

Phone:

Fax: Fax

Web Site:

ASI #

UPIC

Active:

Account Contacts: Add Contact

Email	Name

Account History:

Date	User	Note

Account Quotes: New Quote

Quote	Date	Item

Account Orders: New Order

Date	PO Number	Job Name	Total	Status

Account Invoices:

Invoice ID	Date	Company Name	Contact Name	Amount

Contact# Phone Call

Contact:

Title:

Com Phone:

Dir Phone:

Cell Phone:

Fax:

Email:

Email 2:

Company:

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City:

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Zip:

Country:

Account#

Contact Quotes: New Quote

Quote	Date	Item

Contact Orders: New Order

Date	PO Number	Job Name	Total	Status

Contact History:

Date	User	Note

Contact WebSite Login Information:

Username:

Password:Reset

Contact Invoices:

Invoice ID	Date	Company Name	Contact Name	Amount

Add Account - Step 2

Company:

Address 1:

Address 2:

Address 3:

City ST Zip:

Country:

ASI:

UPIC :

Phone:

Fax:

WebSite:

Add a Contact

Contact:

Title:

Com Phone:

Dir Phone:

Cell Phone:

Fax:

Email:

Email 2:

Account #:

Order#

PO Number:

Cust PO:

Job Name:

Title:

First Name:

Last Name:

Company:

Address:

City:

State:

Zip:

Country:

Phone:

Fax:

Email:

Terms:

Credit Limit:

Industry Credit:

Unpaid Balance:

Items + Pricing:

Group Label:

Item Name:

Size:

Quantity:

Piece Price:

Item Price:

Subtotal:

Shipping:

Tax:

Total:

Options:

Type	Value	Qty	Price

History:

Date	User	Note

CSR	Date	Order #	Job Name	Cust. Name	Cust. P.O.	Cust. Art	Con- firm	Factory Art	Pre-Pro Sample	Terms	Expect Ship	Cust. in Hands	Status

CSR	Date	Order #	Job Name	Cust. Name	Cust. P.O.	Cust. Art	Con- firm	Factory Art	Pre-Pro Sample	Terms	Expect Ship	Cust. in Hands	Status

CSR	Date	Order #	Job Name	Cust. Name	Cust. P.O.	Cust. Art	Con- firm	Factory Art	Pre-Pro Sample	Terms	Expect Ship	Cust. in Hands	Status

Summary Orders in Production

Legend

Rush -- View List

Date	Order	Cust Name	Status
2026-06-30	54159	Signet	P

New -- View List

Date	Order	Cust Name	Status
2026-07-06	54170	Brandvia Alliance Inc.	N
2026-07-02	54167	Kenberma Products Inc.	N

Pre-Payment -- View List

Date	Order	Cust Name	Status
2026-07-08	54171	Wendt Productions	HP

Waiting for Customer Artwork -- View List

Date	Order	Cust Name	Cust PO	Art
2026-06-12	54122	Tournament Solutions, LLC	PO74110	W

Waiting for Factory Artwork -- View List

Date	Order	Cust Name	Cust PO	Art
2026-06-22	54139	American Solutions for Business-VA	01356-1093	W
2026-06-17	54130	Halo Branded Solutions-IL	8243583	RW
2026-06-05	54110	Halo Branded Solutions-IL	8225053	W
2025-12-19	53790	Cintas Chicago	121925	W
2025-11-05	53726	Munoz Brandz	43461	W
2024-12-13	53056	PromoShop-Los Angeles	10177	W

Factory Artwork Sent -- View List

Date	Order	Cust Name	Cust PO	Art
2026-06-22	54144	Brandvia Alliance Inc.	P764926	S
2026-04-08	53986	PromoShop-Los Angeles	433508-1	S

Order #	User	Date	Note
54108	mliu	2026-07-08	Added a document
54108	mliu	2026-07-08	Expected Shipping Date updated
54108	mliu	2026-07-08	Tracking Number updated
54108	mliu	2026-07-08	Modified Status from P to FS

CSR	Date	Order #	Job Name	Cust. Name	Cust. P.O.	Cust. Art	Con- firm	Factory Art	Pre-Pro Sample	Terms	Expect Ship	Cust. in Hands	Status

P.O. Number:

Company:

Address:

City:

State:

Zip:

Country:

Ship To:

Address:

Contact
Name:

Customer
Art:

Confirm:

Factory Art:

Pre-
Production
Sample:

Terms:

Shipping
Where:

Expected
Ship:

Customer In
Hands:

Job Name:

First Name:

Last Name:

Title:

Phone
Number:

Fax
Number:

E-Mail

City:

State:

Zip:

Country:

Contact
Phone:

Terms:Pre-pay

Credit Limit:0.00

Industry Credit:Good

Agreement:No

Unpaid Balance:0.00

Group Label	Item Name	Size	Quantity	Piece Price	Item Price

Option Type	Option Value	Quantity	Price

Add an option:

Item pricing in Wholesale

Subtotal:

Name	Quantity	Price	Sub-Total

Item pricing in Wholesale

Subtotal:

Shipping:

Tax:

Totals:

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