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

Catalog / Support Tables

Catalog Categories

Use parent and child categories to organize materials, machines, processes, and hardware for fast filtering in the catalog and quote builder.

Existing Categories

Name

Parent Category

Sort Order

Active

Current path: Rigid / Acrylic / Clear

Name

Parent Category

Sort Order

Active

Current path: Laminates / Adhesives

Name

Parent Category

Sort Order

Active

Current path: Hardware & Supplies / Adhesives / Velcro

Name

Parent Category

Sort Order

Active

Current path: Flexible / Backlit

Name

Parent Category

Sort Order

Active

Current path: Flexible / Banner

Name

Parent Category

Sort Order

Active

Current path: Finishing / Banner Welder

Name

Parent Category

Sort Order

Active

Current path: Finishing Equipment / Banner Welding

Name

Parent Category

Sort Order

Active

Current path: Finishing Equipment / CNC Routing

Name

Parent Category

Sort Order

Active

Current path: Rigid / Corrugated

Name

Parent Category

Sort Order

Active

Current path: Paper / Cover

Name

Parent Category

Sort Order

Active

Current path: Finishing / Digital Die Cutting

Name

Parent Category

Sort Order

Active

Current path: Finishing Equipment / Digital Die Cutting

Name

Parent Category

Sort Order

Active

Current path: Paper / Envelopes

Name

Parent Category

Sort Order

Active

Current path: Flexible / Fabric / Canvas

Name

Parent Category

Sort Order

Active

Current path: Finishing / Fabrication

Name

Parent Category

Sort Order

Active

Current path: Prepress / File Preparation

Name

Parent Category

Sort Order

Active

Current path: Finishing

Name

Parent Category

Sort Order

Active

Current path: Finishing Equipment

Name

Parent Category

Sort Order

Active

Current path: Finishing / Finishing Handwork

Name

Parent Category

Sort Order

Active

Current path: Finishing / Flat Cutting

Name

Parent Category

Sort Order

Active

Current path: Finishing Equipment / Flat Cutting

Name

Parent Category

Sort Order

Active

Current path: Flatbed

Name

Parent Category

Sort Order

Active

Current path: Printers / Flatbed

Name

Parent Category

Sort Order

Active

Current path: Flexible

Name

Parent Category

Sort Order

Active

Current path: Laminates / Floor Laminates

Name

Parent Category

Sort Order

Active

Current path: Rigid / Foamboard

Name

Parent Category

Sort Order

Active

Current path: Laminates / Gloss

Name

Parent Category

Sort Order

Active

Current path: Printers / Grand Format Roll

Name

Parent Category

Sort Order

Active

Current path: Finishing / Grommeting

Name

Parent Category

Sort Order

Active

Current path: Finishing / Hand Taping

Name

Parent Category

Sort Order

Active

Current path: Hardware & Supplies / Hanging Hardware

Name

Parent Category

Sort Order

Active

Current path: Hardware & Supplies

Name

Parent Category

Sort Order

Active

Current path: Finishing / Heat Bending

Name

Parent Category

Sort Order

Active

Current path: Finishing / Kit Packing

Name

Parent Category

Sort Order

Active

Current path: Laminates

Name

Parent Category

Sort Order

Active

Current path: Finishing / Laminating

Name

Parent Category

Sort Order

Active

Current path: Finishing Equipment / Laminators

Name

Parent Category

Sort Order

Active

Current path: Laminates / Luster / Satin

Name

Parent Category

Sort Order

Active

Current path: Hardware & Supplies / Magnets / Holders

Name

Parent Category

Sort Order

Active

Current path: Laminates / Matte

Name

Parent Category

Sort Order

Active

Current path: Rigid / Metal / Composite

Name

Parent Category

Sort Order

Active

Current path: Miscellaneous Charges

Name

Parent Category

Sort Order

Active

Current path: Finishing / Multicam CNC Cutting

Name

Parent Category

Sort Order

Active

Current path: Paper / Other

Name

Parent Category

Sort Order

Active

Current path: Flexible / Other

Name

Parent Category

Sort Order

Active

Current path: Rigid / Other

Name

Parent Category

Sort Order

Active

Current path: Hardware & Supplies / Other Supplies

Name

Parent Category

Sort Order

Active

Current path: Miscellaneous Charges / Packaging

Name

Parent Category

Sort Order

Active

Current path: Finishing Equipment / Packaging

Name

Parent Category

Sort Order

Active

Current path: Hardware & Supplies / Packaging Supplies

Name

Parent Category

Sort Order

Active

Current path: Finishing / Packsize

Name

Parent Category

Sort Order

Active

Current path: Finishing / Painting

Name

Parent Category

Sort Order

Active

Current path: Paper

Name

Parent Category

Sort Order

Active

Current path: Flexible / Paper

Name

Parent Category

Sort Order

Active

Current path: Rigid / Paperboard

Name

Parent Category

Sort Order

Active

Current path: Finishing / Plotter Cutter

Name

Parent Category

Sort Order

Active

Current path: Finishing Equipment / Plotter Cutting

Name

Parent Category

Sort Order

Active

Current path: Prepress

Name

Parent Category

Sort Order

Active

Current path: Printers

Name

Parent Category

Sort Order

Active

Current path: Rigid / PVC

Name

Parent Category

Sort Order

Active

Current path: Rigid

Name

Parent Category

Sort Order

Active

Current path: Roll

Name

Parent Category

Sort Order

Active

Current path: Printers / Roll Printers

Name

Parent Category

Sort Order

Active

Current path: Printers / Small Format

Name

Parent Category

Sort Order

Active

Current path: Paper / Specialty / Precut

Name

Parent Category

Sort Order

Active

Current path: Laminates / Specialty Laminates

Name

Parent Category

Sort Order

Active

Current path: Rigid / Styrene / HIPS

Name

Parent Category

Sort Order

Active

Current path: Paper / Synthetic / Labels

Name

Parent Category

Sort Order

Active

Current path: Paper / Text

Name

Parent Category

Sort Order

Active

Current path: Wide Format Roll / Vinyl / Film

Name

Parent Category

Sort Order

Active

Current path: Flexible / Vinyl / Film

Name

Parent Category

Sort Order

Active

Current path: Finishing / Weeding

Name

Parent Category

Sort Order

Active

Current path: Wide Format Roll

Add Category

Name

Parent Category

Sort Order

Active

Notifications