Sweets and Sour Dough — Inventory, Sales & Contacts (Build 4

Dashboard

Business at a glance — click any figure or row to drill in. Click column headers to sort.

Cost vs Value (in stock)

Monthly Revenue & Profit

Revenue by Category

Profit Margin % by Month

Net Profit by Month

Gross Profit by Category

Inventory Value at Cost by Category

Sales Count by Month

Saves inventory, sales, contacts, payments, expenses, services & bank data to a JSON file. Recommended weekly.

Inventory

Click a row for full details, or a column header to sort.

Category

Sport

eBay

Status

Add Inventory Item

Choose an item type. Fields marked * are required.

SKU / Tag #

Ref #

Exact reference match

Serial #

Item Name

Purchased From

Purchase Date

Purchase Invoice #

Consignment

Category

Quantity

Metal / Stone

Weight (grams)

Diamond Type

TCW (ct)

Size

Cert Number

Note

Additional Costs (optional)

Additional Cost 1 ($)

Note 1

Vendor 1

Paid 1? Paid

Base cost + additional costs = total item cost.

Total Item Cost: $0.00

Pricing

Cost Price ($)

Value ($)

Sticker Price ($)

Website Price ($)

Paid Vendor Via

Paid to Vendor? Paid in full

Uncheck if not paid — the cost goes to A/P. Additional costs are tracked separately.

Photo (optional)

Drop image(s) here, paste (Ctrl/Cmd+V), or choose files

Record Sale

Select an item and set its price. Use “Add another item” to put several pieces on one invoice. Commission splits, taxTax and card fee apply to the whole invoice; stock is reduced automatically.

Item (SKU — Name)

Qty

Customer

Sale Date

Invoice # (optional)

Channel

Type of Sale

Price & Cost

Sale Price ($)

Item Cost ($)

Item Cost is the base cost, filled from the item automatically. Add anything extra baked into this item’s cost under “Charges that affect our cost” below.

Additional Charges

Charges that affect our cost

Extra cost on the selected item (service, polishing, shipping in…) — lowers gross profit & commission.

Charges billed to customer

Added to the invoice — the customer pays these.

Items on this invoice

Payment

Total Paid ($)

Show the breakdown on the invoice

Off: the invoice shows the piece and one total, marked as including all fees.

Total Due $0.00 Balance $0.00

Each payment is a full block — method, amount, its own tax & card fee. All total to Total Paid; balance prints on the invoice.

Shipping

Ship To — Name Ship to billing address FedEx Hold for Pick Up

Ship To — Street / Apt

ZIP

Ship To — City, State

Ship to (out-of-state)

Shipping Cost (our expense, $)

Net Sale (ex tax/fee)$0.00

Item Cost$0.00

Additional Charges$0.00

Total Gross Profit$0.00

Salespeople & Commission — split across up to 3

Commission % is of the gross profit (sale price - item cost - anything a marketplace kept). Each salesperson is credited separately.

Total Commission: $0.00

Note (optional)

Sales History

Click a row for the full sale record, or a header to sort.

Contacts

Clients, vendors and service centers. Click a row for details, or a header to sort.

Commissions & Payroll

Earned, paid and outstanding commission per salesperson. Record payments to draw down each balance.

Record a Payment

Salesperson

Amount ($)

Date

Method

Note (optional)

Balances by Salesperson

Payment History

Monthly Earnings by Salesperson

Sales with Commissions

My Commission

Your commission earned, paid to you, and what's still outstanding.

By Month

Payments Received

Services

Log any watch or jewelry service and track it from intake to pickup.

New Service

Service Type

Item / Description

Customer

Date Received

Promised / Due Date

Price / Quote ($)

Deposit ($)

Status

Notes

Service Cost

Our Cost ($)

Cost Vendor

Paid? Paid

What the service costs you. Untick Paid if the vendor is still owed — it goes to Accounts Payable.

Additional Charges

Charge 1 ($)

Note 1

Vendor 1

Paid 1? Paid

Added to service cost — reduces profit. Not shown to the customer.

Payment

Payment Method

Total ($)

Amount Due ($)

Tax %

Tax ($)

Credit Card Fee %

Credit Card Fee ($)

Subtotal is the Price / Quote above. Deposit can be a partial payment; Amount Due is what remains at pickup. Tax & card fee are added to Total Paid.

Repairs / Returns

Sold items returned for repair. Start one from a sale’s drill-down with “Log repair / return”.

Audit Trail

Every action taken in the program, newest first — sales, edits, deletions, tag prints, backups, imports and sign-ins. Keeps the most recent 25,000 entries.

Security

Who is getting in, who is being turned away, and whether this program has been seen running off a copied site. Owner/manager and developer only.

Sign-in & access activity

Staff & access

Everyone who can sign in, and when they last did. Turn off anyone who has left — they can no longer get in, and nothing they already recorded is touched.

Out of State Sales

Economic-nexus tracking. Sales shipped out of state add to that state's total; Difference = threshold − sales (positive = under, negative = over).

Auction

Auction sales by platform, auction nights and lots. Click a row to see its sales.

Lots

Online

Everything on the website - click a piece to edit its listing - and online sales.

Listings

Online sales

Financial Check

Runs every figure in the program against every other place it appears. Click any row that fails to see exactly which records disagree.

Press Run check to compare every number across the program.

Profit & Loss

Monthly statement. Click any figure to drill in.

Monthly Profit & Loss

Accounts Payable & Receivable

What we owe vendors (A/P) and what customers owe us (A/R).

Accounts Payable — we owe vendors

Accounts Receivable — customers owe us

Cash reporting — IRS Form 8300

Expenses

Record and review business expenses. They flow into the P&L automatically.

Add Expense

Date

Category

Amount ($)

Vendor / Paid To

Note

Recurring Expenses

Category

Amount ($)

Frequency

Vendor / Paid To

Start Month

End Month (optional)

Note

Applied to the P&L every month from start (through end, or ongoing).

Expense History (incl. bank & recurring)

Expenses by Category

Banking & Statements

Upload each account's monthly Excel statement. Credit-card charges get categorized and flow into your P&L; checking & LOC track balances.

Import a statement

Account

Statement Month

Statement File (Excel or PDF)

Re-importing the same account & month replaces that statement. I auto-detect Chase / BOA / Amex column layouts.

Accounts

Statement Coverage

Credit cards: monthly expenses (charges − returns) · others: net activity

Dashboard

Cost vs Value (in stock)

Monthly Revenue & Profit

Revenue by Category

Profit Margin % by Month

Net Profit by Month

Gross Profit by Category

Inventory Value at Cost by Category

Stock Age (pieces in stock)

Sales Count by Month

Commission by Salesperson

Welcome

My Commission by Month

Commission by Channel

Commission by Category

My Sales by Month

My Recent Sales

Inventory

Add Inventory Item

Watch Details

Materials / Services (up to 5)

Additional Costs (optional)

Pricing

Record Sale

Price & Cost

Additional Charges

Items on this invoice

Payment

Shipping

Salespeople & Commission — split across up to 3

Sales History

Contacts

Commissions & Payroll

Record a Payment

Balances by Salesperson

Payment History

Monthly Earnings by Salesperson

Sales with Commissions

My Commission

By Month

Payments Received

Services

New Service

Service Cost

Additional Charges

Payment

Repairs / Returns

Audit Trail

Security

Sign-in & access activity

Staff & access

Out of State Sales

Auction

Lots

Online

Listings

Online sales

Financial Check

Profit & Loss

Monthly Profit & Loss

Accounts Payable & Receivable

Accounts Payable — we owe vendors

Accounts Receivable — customers owe us

Cash reporting — IRS Form 8300

Expenses

Add Expense

Recurring Expenses

Expense History (incl. bank & recurring)

Expenses by Category

Banking & Statements

Import a statement

Accounts

Statement Coverage

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