Admin Console

Internal tools for managing Accounts, Contacts, and RFQs for Atención Selecta Catering.

Accounts Quick Editor
List, Edit, Fix hierarchy, levels, parent-child relationships, merges.
People Quick Editor
List, Edit contacts, move people between accounts, fix duplicates, link RFQs.
Manage Quote Requests
View, Edit, and Delete RFQs submitted by users or entered manually.
RFQ Print Viewer
Search, Edit, and Print RFQs in a professional format.
Public RFQ Form
Open the public Request for Quote form for customers.
Employee Time Clock (PIN)
The public PIN-in/out screen used by employees (Julia, etc.).
TimeApp Admin Dashboard
Manage employee hours, payroll logs, and schedules (Admin only).

Accounts Admin Reports
Duplicates, orphan nodes, leaf accounts, people counts.
Manage Prospects
Manage vendor day registrations and prospect leads.
QuickBooks Export
Export Customers/Estimates to CSV for manual import into QBO.
Service & Menu Types
Manage account levels, catering service types, and menu categories.

Coming next:

Tip: Start with Accounts Quick Editor to normalize hierarchy, then use People Quick Editor to link contacts to the deepest correct node.