Admin Configuration
Reference data and access controls the rest of the system depends on — kept to what MVP operations need.
Admin role only
Product Groups
Reference values used across Orders, Jobs, Invoicing and Reporting. Drag to set dropdown display order.
| Product Group Name | Product Line Category | Active | In Use | Referenced By | ||
|---|---|---|---|---|---|---|
| 80 | 44 orders · 17 jobs · 19 invoices | In use | ||||
| 95 | 44 orders · 17 jobs · 34 invoices | In use | ||||
| 76 | 44 orders · 16 jobs · 16 invoices | In use | ||||
| 85 | 44 orders · 15 jobs · 26 invoices | In use | ||||
Hidden | 95 | 44 orders · 15 jobs · 36 invoices | In use | |||
| 91 | 44 orders · 16 jobs · 31 invoices | In use |
Rows
1–6 of 6 product groupsPage 1 / 1
Builder / Retail Categories
Account Type values used on Customer Accounts. Edits apply to new accounts only — existing accounts keep their stored terms.
Builder vs. Retail is a core reporting dimension. This list is intentionally fixed at three categories — adding a fourth requires review of downstream reports and Customer Detail conditional fields.
| Category Name | Default Billing Terms | Default Deposit Required | In Use |
|---|---|---|---|
% | 48 accounts | ||
% | 24 accounts | ||
% | 40 accounts |
Rows
1–3 of 3 categoriesPage 1 / 1