Operations Home
Useful daily follow-up for shipping, tracking and open ops work.
Shipping Follow-up
Tracking Board
Follow-up Queue
Support Center
Merchant Lookup
Tracking Lookup
Equipment History
Search by SN, Unit ID, or Merchant ID.
Task History
Search old tasks by date, merchant, tracking, serial, model, type, or status. Closed tasks open in read-only mode.
Admin Center
Users
Create users, edit profile, reset passwords, change roles.
Users Log
Audit logs for user activity and changes.
Roles & Permissions
Manage what each role can and cannot do with a visual matrix.
OPS Screen Settings
Control what Inventory at a Glance shows on the OPS screen.
SIM & Request Rules
Manage SIM-capable models and receive SIM inventory without changing code.
Model Prices
Set one general price by brand and model so Call Center can see it directly on Warehouse cards.
Valor Import
Upload the Valor XLS device report, preview the actions, and import merchants + devices with SN rules.
Merchants
| Name | Status | Actions | Devices Installed |
|---|
Devices
| Device (Model & Serial) | Merchant | Status | Actions |
|---|
Quotes
| Quote # | Merchant | Status | Total Amount | Created By | Created At | Actions |
|---|
Warehouse Overview
Warehouse Equipment
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Bulk Orders
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Warehouse Accessories
Deployed Devices
Pending Merchants
Valor Import
Upload the Valor XLS report, preview what will happen, then run the import. Rules: if the DBA does not exist, create the merchant with a Pending MID task. Devices are only imported when the Valor model is recognized and the SN is present.
Recognized Valor models: VP550, VP550C, VP100, VL100, VL550, VP800, RCKT. Rows without SN are skipped for device import.
Appointments
Tasks
| Priority | Task | Created By | Assigned To | Status | Created | Actions |
|---|
Reports
Deductions
Equipment Lifecycle Logs
Enter a Unit ID and click Search to see its history.