Good morning, Ken
Mission Control · everything you need to run the day, one click away
—Triggers
—Approvals
—Open Orders
—A/R Past Due
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New Order / Quote
Comprehensive order entry — customer, ship-to, contacts, sales rep, dates, methods, payment terms, internal + vendor notes. Drives the whole downstream chain.
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Contacts
490 active 3-year customers. Activity feed, invoices, payments, AI brief.
✓
Approvals
Customer art approvals + vendor PO acknowledgements waiting on you.
⚑
Smart Triggers
Customers flagged today — miss-you, congratulate, reactivation, declining, 1st-order thanks.
☑
Tasks & Things To Do
Your personal task list — follow-ups, callbacks, anything not tied to a customer record.
📧
Email Inbox
All sent & received emails. Auto-classified to known customers, auto-attached to orders by Q-/R-/P-/INV- number in subject or body.
✉
Email Campaigns
Build & send campaigns. Trigger-driven outreach for dormant, growing, congrats lists.
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Orders & Invoices
All orders / invoices across both Zoho books. Status, balance, production stage.
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Vendors & POs
Purchase orders out to factories. Acknowledgements, ship dates, three-way match.
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Production
Live floor view — what's in art, sample, sew, ship.
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Product Maintenance
Edit product data, images, design templates, options. Lives in Product Portal — opens in same tab.
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Price Lists
Generate customer-facing pricelists. Multi-dept, discount, USD/CDN.
📞
Phone / Dialer
Click-to-dial through Zoho Voice. Post-call classification + auto-transcribe to the right record.
Today's to-do list everything that needs an action today · across every customer · grouped by job
Recent QOPI chains Quote → Order → PO → Bill → Invoice · click to drill into full chain history
Today's priority queue
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Pulling smart triggers + approval queue
At a glance
Today's date
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Last invoice issued
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Next order number
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Cliq channel activity
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Bills awaiting match
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All sent & received · auto-classified by sender + auto-attached to orders
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Select an email on the left to preview, classify, and attach.
📎 Files & Attachments
Every file uploaded across every chain — artwork, customer POs, vendor docs, approvals, shipping. Filter + sort to find anything in seconds.
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1Header & people
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2Items & options
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3Review & save
Type
Choose whether this is a quote (no commitment yet) or an order (commits to production + vendor POs).
Quotes can be converted to orders later with one click.
Customer
The company being billed. Selecting a customer auto-fills addresses, currency, contacts, sales rep, and payment terms.
Project
Identifies this order across emails, POs, and the customer-facing tracking page.
Appears as the headline on emails + tracking page (e.g. "Re: Kahuna Sharks 2026 — order confirmed").
Their internal reference number — included on our invoice so they can match it on their side.
Shipping
Where, when, and how this order ships. Each PO sent to a vendor shows these so they know what to fulfill against.
When this needs to leave our floor. Drives the PO required-ship-date sent to every vendor.
When the customer needs it (game day, season opener, etc.). Used by AI to flag at-risk orders.
Only needed if shipping on customer's account. Passed to vendor on the PO.
People on this order
Different stages of the order go to different people. Picking them now avoids "who do I email about this?" later.
Who internally owns this order. Their name appears on customer emails ("— Ken Kennedy").
Receives the order confirmation email + tracking link. Updates when art is ready, when shipped.
Often the team manager / coach. Gets the art proof emails.
Receives the invoice + payment reminders. Different from above for larger orgs.
Person you need isn't listed? + Add person to this customer
Terms
Currency + payment terms appear on customer emails and the invoice. Default to the customer's standing terms but can be overridden per order.
Determines which Zoho Books org (Revo USD / Billboard CAD) the invoice posts to.
Drives the due date on the invoice.
Files & attachments
Attach the customer's PO, sample art, spec sheets, anything to keep with this order. Files get tagged by type so they're sortable later in the Files browser.
Common at this stage: Customer PO · Sample art / mockup · Spec sheet
Notes & instructions
Two separate fields — one for internal eyes only, one that goes to vendors on the PO.
Fill the required fields to continue.
💡 Context help
Click any field on the left and tips will appear here — what it does, what it auto-fills downstream, and best practices.
💬 Cliq
Live channel feed from Zoho Cliq · post messages directly
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💬
Pick a channel from the list to see live messages.
Smart Triggers
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—Active 3yr
—Triggers
—Growing
—Dormant
—1st-order
—Suppressed
Smart Triggers — customers flagged for outreach today
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Contacts › —
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📋 Activity
▣ Orders & Quotes —
💬 Communications
💳 Payments
📝 Notes
📎 Files
Recent activity
—Orders & Quotes unified — every quote, order, invoice and PO for this customer, with status + next action
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Communications log every email, call, text related to this customer
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Payments
Payment history loads from Zoho Books — wired in next pass.
Internal notes placeholder
Notes pane — staff annotations land here. CRM-side notes wire in when Mail/Notes integration is built.
Files & attachments placeholder
Pulls from Zoho Books invoice attachments + manually uploaded files.
Account snapshot —
Status—
Last order—
Typical interval—
Avg DSO— (needs payments)
Account contact info
📧 Email—
📞 Phone—
Primary—
People at this customer
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Suggested templates based on segment
Intro—
Reorder—
Pipeline
Live view of orders/invoices by lifecycle stage · click any card to drill in
Contacts
Live · 490 active 3-year customers
—Active 3yr
—Dealers
—Corporate
—Growing
—Miss-you
—Dormant
—Suppressed
| Company | Segment | Last order | TTM Revenue | YoY | Lifetime orders | Triggers | Actions |
|---|---|---|---|---|---|---|---|
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Companies
Account-level roll-up across active customers. Click a row to open the contact detail.
—Companies
—VIP (>$100k TTM)
—Mid ($10k–$100k)
—Small (<$10k)
| Company | Segment | Lifetime $ | TTM $ | Orders | Last activity | Status |
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Legacy Quote Builder use Workspace instead
This older view is preserved while we transition. Use Workspace for new orders.
Department
Sort
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Cart
0Customer
Next order #:
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Cart is empty. Click any product to add.
Orders & Invoices
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—Total (3yr)
—Paid
—Sent · unpaid
—Overdue
—Draft
—Open balance
QOPI chains Quote → Order → PO → Bill → Invoice — full audit trail per chain
Zoho Books invoices (legacy)
| Invoice # | Customer / Logo | Date | Status | Total | Balance | Salesperson | Days | Action |
|---|---|---|---|---|---|---|---|---|
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Approvals
Customer order + artwork approval workflow. Pending approvals at top; overdue flagged red.
—Pending
—Overdue >3d
—Approved (30d)
—Changes requested
Pending customer approvals
Invoices in
draft or sent + unviewed — staff needs to send proof or nudge customer| Invoice # | Customer | Logo / Team | Total | Sent | Days waiting | Actions |
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Approval workflow
The combined approval flow (full build when proof_manager.php is wired):
- Staff finalizes the order in Mission Control — quote becomes order, gets a number from the sequence
- Artwork attached (front + back proof) via reorder_attachments or upload
- Customer receives a single email with order summary, artwork, costs, ship date — single magic link, no login
- Customer clicks one button: Approve (locks order to vendor) or Request Changes (returns to staff)
- If approved → auto-generates PO with the same order number, kicks off Vendor PO acknowledgment workflow
- If changes → message comes back into Mission Control's customer thread, staff iterates art
Reminder cadence after send: 24h / 72h / 5d if no open. Auto-escalates to staff after 5d.
Vendors & Purchase Orders
Vendor list pulled from
products.json · PO data is illustrative until books_purchase_orders proxy action is wired—Vendors
3Active POs
1Overdue ack
12Shipped (30d)
Vendors
Active Purchase Orders illustrative
| PO # | Vendor | Customer Order | Value | Status | Sent | Est ship | Actions |
|---|---|---|---|---|---|---|---|
| R26-200001-PO | HEALONG · Vietnam | Lakeside HS Football | $1,890 | Acked | 2d ago | Jun 1 | |
| R26-200002-PO | IMPRESOS VELAZQUEZ · Mexico | Special Olympics SC | $4,882 | In production | 5d ago | May 28 | |
| R26-200003-PO | FANCY TERRY · USA | Quality Sports Ltd. | $3,420 | Sent · awaiting ack | 4d ago | — | |
| R26-199998-PO | HEALONG · Vietnam | FUJI & Hatashita | $986 | Shipped | 2 wks ago | delivered |
Bills & Freight
Three-way matching: PO ↔ Supplier Bill ↔ Received Goods · plus freight estimate vs actual
5Bills to match
2With variance
8Freight to recv
1Possible dup
Three-way match example illustrative · workflow preview
PO R26-199998-PO · HEALONG Vietnam · for FUJI & Hatashita Order DB2014802
① PO sent to vendor
22 × jerseys$9.50 each
Setup charges$110.00
Freight (est)$85.00
Total$404.00
② Supplier bill
22 × jerseys$9.50
Setup charges$110.00
Freight(billed separately)
Total$319.00
✓ Matches PO line items
③ Freight invoice (XPO)
BOL #88142$92.50
Estimated$85.00
+$7.50 variance. Within 10% tolerance — auto-approve? Or flag for review?
Duplicate freight detection illustrative
⚠ Possible duplicate detected. XPO BOL #88142 ($92.50) was received Apr 30. A new bill from XPO arrived May 16 for the same PRO number ($92.50). System flagged for review — same carrier + PRO + amount + within 30 days.
Production
What's in production right now, grouped by vendor. Ship-date forecasting from vendor lead times.
—In production
—Ships this week
—Ships next week
—Past est ship
In production by vendor illustrative
Order Numbering
Mission Control assigns the order number at quote → order conversion. The same number flows through PO and invoice. Format:
R26-XXXXXX (R=Revo, 26=year, 6-digit sequence).—Next number
—Current prefix
—Source
How numbering works
Sequence: One counter per prefix, incremented atomically when a number is reserved. Starting buffer: R26-200000 (above any Zoho-issued numbers to prevent collision while running both systems in parallel).
When a number is assigned: at the "Send quote" or "Convert to order" step. Before that, the order is just a draft.
Lifecycle: Quote → Order → PO to vendor → Invoice (when pushed to Zoho with this pre-assigned number, overriding Zoho's auto-numbering).
Year rollover: automatic on Jan 1 — prefix advances (R26 → R27) and counter resets to 200001. Old-year numbers remain valid forever.
Reserved-but-unused numbers: normal. If a quote is abandoned, the number is "spent." Gaps in the sequence are expected.
Reservation log —
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Server-side state file
On the live server, the state lives at
To bootstrap on the live server: upload
data/order_sequence.json. The PHP endpoint misctl_next_number.php handles atomic file-locked reads/writes.To bootstrap on the live server: upload
misctl_next_number.php; the state file will auto-create on first call. To override the starting number, manually create data/order_sequence.json with {"R26":{"next":200001,"issued":0}}.
📣 Campaign Manager
Build, send, and track marketing campaigns. AI-assisted drafting · stock templates · open tracking · engagement ranking · unsubscribe management.
All campaigns
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📦 Module
📨 Email Templates
Live preview of the three customer/vendor emails — pick a chain on the left, see exactly what the recipient will get.
Sample chain
🔧 Zoho Diagnostics
Probe every Zoho API misctl uses · identify missing OAuth scopes · get the exact regeneration steps
Results
Click "Run probes" to start.If anything failed: regenerate the refresh token
- Open api-console.zoho.com in a new tab (sign in as Revo).
- Click into your existing Self Client (or Add Client → Self Client).
- Click the Generate Code tab.
- Paste the full scope string from below into the "Scope" field.
- Set Time Duration: 10 min and Scope Description: "Mission Control".
- Click Create. Copy the 10-char Code.
- Open a terminal in the Claude Code project root and run:
python zoho_setup.pyPaste the three values (Client ID, Client Secret, Code) when prompted. It rewrites
config/zoho_config.phpwith the new refresh_token. - FTP the updated
config/zoho_config.phpto revosg.com. - Come back here and click Run probes again — everything should be green.
Full scope string