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Find products, understand options, and quote without spreadsheet confusion.

Products

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Product Information

Pricing

Options

Accessories

Quotation Result

Customer Information

Proforma Invoices

My Invoice Templates

Upload your own Excel (.xlsx) or PDF templates. Supports {{invoice_no}}, {{customer_name}}, {{item_model}} and other auto-fill placeholders. You can also use the company default template; only its owner or an admin can edit it.

Generate a quotation first.

Quote History

Admin Center

Overview

System activity and shortcuts to common administration tasks.

Common Tasks

System Snapshot

Accounts

0 users

Account Details

Product Catalog

0 products

Edit Product

No photo
RMB price tiers
Min qtyRMB / pcGrade rule

Accessory & Package Rules

One place for every customer-facing add-on โ€” accessories, packages, cables, power cords, LED panels, dividers, battery plates, pallet packing, and required parts. Set each item to Not used, Optional, or Required. Required items are auto-included in the Quotation Builder and their quantity syncs with the main product; set the qty to how many pieces one unit of this product needs (e.g. mark "cables" Required and set qty 16 if one C16 station needs 16 cables).

Bulk Import Products

Upload an Excel price list to preview and import products in bulk.

Excel format guide

Required columns: Category and Model.

Optional columns include Name, Status, MOQ, Warranty, Lead Time, descriptions, specifications, price notes, selling points, and hidden cost.

Price tiers use Tier1 Qty + Tier1 RMB through Tier5. Accessory matching uses Model in column A and accessory names in the remaining columns.

Product Categories

0 categories

Category Details

Renaming updates every product currently assigned to this category.

Product Categories

Pick a category, then set which accessory groups are Not used / Optional / Required for every product in it.

Select a product category on the left to edit its accessory rules.

Quotation Defaults

Defaults used when a salesperson starts a new quotation.

Customer Success Dashboard

Thresholds used to compute the value/risk labels and upsell reminders on each customer's Success Dashboard.

Upsell product rules (cabinet accessories, model upgrades, repeat-category) are applied automatically and don't need configuration here.

Tier Discount Rules

Default discount % suggested in the quote builder for each customer level. The salesperson sees the linked customer's tier discount and applies it at their discretion โ€” it never changes the saved quote automatically.

Invoice Workspace

All Users' Templates

Templates uploaded by all users. Admins can download or delete any template. Manage your own templates from the Invoices page.

Default Template per User

Choose which invoice template each user gets by default. This overrides their own default and the system default when creating a new invoice.

RMB to USD Exchange Rate

This rate is used to show RMB and USD prices together across the system.

Payment Currencies (HKD / EUR)

Used only when recording a payment received in HKD or EUR โ€” the payment is converted to the invoice's currency (USD/RMB) at these rates. Super Admin only.

Freight Exchange Rate ่ฟ่ดนๆฑ‡็Ž‡

Freight is dealt at its own rate. This pre-fills the rate on a freight charge on an invoice and on a shipment freight cost; each stays editable, and an existing record keeps the rate it was saved with. Freight Reconciliation still converts what the customer paid at that invoice's own rate. Super Admin only.
่ฟ่ดนๆŒ‰ๅ…ถ่‡ช่บซๆฑ‡็Ž‡็ป“็ฎ—ใ€‚ๆญคๆฑ‡็Ž‡็”จไบŽๅ‘็ฅจไธŠ็š„่ฟ่ดนไธŽๅ‡บ่ดง่ฟ่ดนๆˆๆœฌ็š„้ป˜่ฎคๅ€ผ,ไปๅฏ้€ๆกไฟฎๆ”น;ๅทฒไฟๅญ˜็š„่ฎฐๅฝ•ไฟๆŒๅŽŸๆฑ‡็Ž‡ไธๅ˜ใ€‚่ฟ่ดนๅฏน่ดฆไปๆŒ‰่ฏฅๅ‘็ฅจ่‡ช่บซ็š„ๆฑ‡็Ž‡ๆŠ˜็ฎ—ๅฎขๆˆทๅทฒไป˜้‡‘้ขใ€‚ไป…่ถ…็บง็ฎก็†ๅ‘˜ๅฏๆ”นใ€‚

Margin Defaults

Default target and minimum margins applied when saving a new product cost. Individual products can override these.

Product Pricing

Review RMB tiers and open a product to adjust prices.

Package Pricelist

Reusable packaging prices (one flat price per package, same at every quantity tier). Link a cabinet's Package line to an entry; changing the price here updates every linked product.

Accessories

0 accessories

Bulk Import Accessory Photos

Upload a .zip of images. Each file is matched to an accessory by its id (148.jpg or acc-148-name.png) or by its exact name (External fan.jpg).

Accessory Details

No photo

Notice Settings / ้€š็Ÿฅ่ฎพ็ฝฎ

What the System Notice Center announces on its own. A notice created automatically is a draft until someone publishes it, unless auto-publish is switched on below. Price notices can never be auto-published โ€” that switch controls product and exchange-rate notices only.

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System Identity

Basic information used to identify this installation.

WhatsApp (Cloud API)

Business-initiated WhatsApp messaging via Meta's official Cloud API. Outbound template send from a Proforma Invoice. The access token is stored securely and never shown again.

Local handoff needs no VPS, token, or webhook โ€” the fields below apply only to the Official Cloud API mode.

Inbound webhook (receive messages & delivery status)

In Meta โ†’ WhatsApp โ†’ Configuration, set the Callback URL and Verify token below, then subscribe to the messages field.

AI Settings

Configure one low-cost, China-accessible AI provider. Powers the mail & CRM AI buttons (Translate / Summary / ่ƒŒ่ฐƒ / AIๅŠฉๆ‰‹). The API key is stored on the backend only and never shown again.

โš  External AI providers may process the text you send. Do not send passwords, keys, or confidential internal data. / ๅค–้ƒจ AI ๆœๅŠกๅฏ่ƒฝไผšๅค„็†ๆ‰€้€‰ๆ–‡ๆœฌ๏ผŒ่ฏทๅ‹ฟๅ‘้€ๅฏ†็ ใ€ๅฏ†้’ฅๆˆ–ๆ•ๆ„Ÿๅ†…้ƒจ่ต„ๆ–™ใ€‚

Web Search (for customer background)

Optional. Lets the AI background search the web for a company (like the DeepSeek app's ๆ™บ่ƒฝๆœ็ดข). The server calls the API โ€” sales need no VPN. Reachable from China. Free tiers cover most use.

AI usage

Calls this month, by user, and recent activity.

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Security Status

Account access, password status, and verification contact coverage.

Account-level Controls

Current protected pages require a valid login session. Verification contacts are used for password reset and optional code flows.

Device Authorization

Each account can have up to 2 authorized devices. Select a user to view and manage their devices.

SMS Login Verification (Aliyun)

Global controls for Sales-user SMS verification. Super Admin is never SMS-gated and can always sign in with a password to fix these settings.

SMS send logs (masked)

Recent verification-code sends. Full phone numbers are never stored or shown.

Business Audit Log

Records of important business actions across PI, quotes, payments, shipments, and customers.

Opening Reports Centerโ€ฆ

Internal Bill of Materials and material costs. ๐Ÿ”’ Super Admin only โ€” never shown to Sales, never exported to customers. Materials are cost components, kept separate from customer-facing accessories.

Manage the option lists used in customer, inquiry, and quotation forms. Sales owner and Product category are sourced from existing data and shown read-only.

The worldwide country list used by the Customer dropdown. Disable a country to hide it from the dropdown without deleting it. Editing here updates everywhere.

Customers

Manage customers, contacts, and communication history.

Quotation amounts are sales opportunities โ€” they are not confirmed orders.

Documents not yet posted to official ledgers/reports โ€” draft PIs and draft export contracts still awaiting confirmation. Read-only: open a row to edit or confirm it in its own editor. Sales see only their own drafts.

Track customer activity, follow-up status, quotation, payment, shipment and communication in one place.

Bulk marketing campaigns to your CRM contacts, with open / click / reply tracking. Recipients are drawn from saved segments; every campaign includes an unsubscribe link and sends are throttled by a background worker. Sales users see only their own campaigns, segments, and templates.

My Sales

Your own sales only โ€” the customers you own. Amounts are shown in USD; product cost and profit are never shown here.

Ship confirmed orders line by line. Shippable products, accessories, and packages are loaded from the PI; freight cost paid to the forwarder is recorded per shipment. Sales users see only their own customers' shipments; product cost/profit is never shown here.

Your business task centre. Workbench / ๅทฅไฝœๅฐ = what to do next, as a to-do list ยท Business Flow / ไธšๅŠกๆต็จ‹ = the steps in the order they happen: PI โ†’ Payment โ†’ Shipment โ†’ Freight โ†’ Posting ยท Reports / ๆŠฅ่กจ = what officially happened ยท Data Check / ๆ•ฐๆฎๆฃ€ๆŸฅ = records that look wrong. ERP Center never creates or edits a record โ€” it tells you what is waiting and sends you to the module that owns it. Official totals count posted records only; anything unposted is shown separately and marked unofficial.

What changed in the system: new products, price adjustments, exchange-rate updates and workflow changes. ็ณป็ปŸๅ˜ๆ›ด้€š็Ÿฅ๏ผšๆ–ฐไบงๅ“ใ€ไปทๆ ผ่ฐƒๆ•ดใ€ๆฑ‡็Ž‡ๆ›ดๆ–ฐไธŽๆต็จ‹ๅ˜ๆ›ดใ€‚

Record deposits, partial, balance, and full payments against invoices. Find the invoice, review its total and unpaid balance, then add the payment โ€” every payment is kept as a record and the invoice paid amount / status update automatically. Sales users see only their own customers' invoices; product cost/profit is never shown here.

Apply for an export contract number, import invoice/PI lines as an editable export document snapshot (the original invoice is never changed), and track declared, remaining, and RMB settlement amounts. Sales see only their own records.

Company paid costs (exhibitions, advertising, certification, overseas entities, insurance, freight). Costs flagged 'deduct' are subtracted from the Profit report over its date range, grouped by category. Super Admin only.

Search the web for company, product, or market research. Uses the configured search key (Tavily / Serper); results open in a new tab and nothing is saved.

Freight paid to agents (ไธญ่ˆช/้ธฟๆทโ€ฆ) in RMB vs freight deducted/recovered from customers in USD. The RMB difference per shipment is reconciled here. ่ดงไปฃ่ฟ่ดนๅฏน่ดฆ ยท Super Admin sees the full company view.

Product compliance certificates (CE, FCC, RoHS, SAA, UKCAโ€ฆ). Every file keeps an original and a watermarked copy; Sales download the watermarked copy only. Expiry warnings show where certs are near or past due.

ODM / OEM enquiries for customised products (no catalog selection). Sales enter the customer requirements and submit; a manager enters the quotation price and fees. Sales users see only their own ODM quotations.

Business Overview summarises confirmed orders, payments, shipped quantities, and freight from the real records โ€” click any card to see the details behind it. The Financial and Quantity ledgers auto-collect entries from those same business events (badged Auto); manual entries stay optional for corrections.

Manual Financial Entry

Financial Records

Use your LVSUN account to search products, build quotations, and manage data according to your role.