Excelsus IQ

Main Menu

Section

Overview

Start from the dashboard or jump straight into the most common create flows.

Section

Customers

Keep accounts, contacts, and customer records easy to reach without stretching the menu.

Section

Sales / Quotes

Quote intake, estimating, product templates, and CRM work stay together.

Section

Orders / Production

Orders, scheduling, time capture, quality, and shop-floor control stay together in one operational section.

Section

Purchasing / Inventory

Material demand, purchase orders, receiving, and inventory controls.

Section

Finance / Reports

Analytics and accounting views are split into short groups so the list does not turn into one long column.

Section

Settings

Administrative setup is grouped by company, shop controls, and system tools so it stays discoverable.

Workspace

Operations Dashboard

Quick Start

New Customer New Quote New Order New Purchase Order

Accounts

Customer List New Customer

Quoting

Quotes Quote Intake Request Intake Review Queue New Quote Product Catalog

CRM

CRM Dashboard Accounts Contacts Activities Follow-Ups Pipeline Quote Requests Rep Scorecard

Orders

Orders New Order

Scheduling

Production Board Workstation Calendar Resource Queues Production Meeting My Tasks Order Pull

Time Tracking

Tracking Dashboard My Time Time Reports Estimated vs Actual

Quality

NCRs

Purchasing

Purchase Orders Receiving New Purchase Order Material Requirements

Inventory

Inventory Dashboard Material Stock Stock Alerts Alerts

Analytics

Reports Center Standard Reports Report Builder Dashboards Invoice Reports Accounting Reports

Accounting

Accounting Dashboard Financials A/R Aging Revenue Job Profitability Commissions Cash Score

Workspace

Settings Home Manual Home Modules

Company

Company Info Team Members

Shop Controls

Catalog Settings Shop Hours Schedule Settings Tax Rates

Sandbox Administrator

Owner

Excelsus Solutions

Appearance

Reports

Vendor Performance

Compare delivery reliability, receipt price drift, quality incidents, and spend across suppliers.

Overview Standard Reports Report Builder Accounting Reports Dashboards Invoice Reports

Vendor Comparison

Vendor	90 Day On-Time	All-Time On-Time	Avg Days Variance	Avg Price Variance	Incidents 12M	Spend 12M	Recommendation
3G Packaging [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Agfa [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Epson [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Excelsus Plastics Test Contact · [email protected] · 585-825-9040	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Garston [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Grimco [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Grimco Inc [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Home Depot [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
HP [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Kinter [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Laird Plastics [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Lindenmeyr Munroe [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
N Glantz [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Rexel [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Sandbox Alternate Materials [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Sandbox Finishing Supply [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Sandbox Media Supply [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Uline [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid
Weslor Enterprises. Inc. [email protected]	0.00%	0.00%	0.00	0.00%	0	$0.00	Avoid

Notifications