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Restore an existing dashboard

Choose a backup exported from your local dashboard to restore its users, data, vendor mappings, email settings, and history.

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Filters

Search the procurement table by SKU, vendor, category, location, and status.

Location Code
Vendor No / Name
Item Category Code
Product Group Code

Procurement Table

One row per SKU + VariantCode + Location Code with forecast, safety stock, vendor, and restock recommendation.

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SKU Restock Status VariantCode Description Location Code Base UOM Default Vendor Number Default Vendor Name Item Category Product Group Remaining Qty Stock In Hand Total Sales Seasonal Window Sales Rolling 24 Month Sales Forecast Total Safety Stock Restock Qty Latest Vendor Name Latest Purchase Date Last Purchase Price Last PO No Vendor History 1 Vendor History 2 Vendor History 3 Minimum Order Qty Reorder Owner

Data Source

Upload an Excel workbook, use the default workbook, or connect Google Sheets for live refresh.

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Upload Excel Workbook

Choose an .xlsx file containing Sales, Remaining Qty and Purchase History sheets. You can upload even when the previous dataset is missing.

Google Sheets

Use a public workbook URL, or upload a service account JSON key for protected sheets. Share the sheet with the service account email as Viewer.

or

Settings

Change business rules and all calculations refresh automatically.

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Daily Restock Emails

Choose product locations to include, then prepare one email per responsible person with a vendor sheet for each assigned vendor. Clear the location selection to include all locations.

Preparation days
Product locations for email
Clear the selection to include all locations.

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SMTP Configuration

Enter your mail server details to enable sending. The password is saved locally and never shown again; leave it blank to keep the saved password.

Email Activity & Preview

Review the exact prepared message and vendor-specific Excel attachment. Sending is manual and recorded here.

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Choose a preparation and email to preview.

Vendor Responsible People

Map each vendor ID to up to three people. Each person needs an email address for the prepared message.

Users

Review the current session and manage dashboard users after sign-in.

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Existing Users
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Deployment State

Export this dashboard's complete saved state on your local app, then restore that ZIP on the deployment. The backup contains account hashes, email credentials, and Google service credentials; store it securely.

Download Full State Backup