| Description | Quantity | Price | Discount % | VAT % | Net |
|---|
Use an access token instead
Dashboard
Nothing here yet. Start with uploading a source or adding a client.
Overdue invoices
| Invoice | Client | Due | Outstanding |
|---|
1. Drop a source
JSON from an API or SDK, CSV, Excel (.xlsx), PDF or a saved website (.html). All imports need review.
2. Check and maintain data
Extracted source text
Correct the structured records below. Approval publishes catalog data, seeds local clients, or makes archive data available for download. Client refreshes never overwrite local edits. Catalog edits require re-approval.
Record format / plantenboek mapping
3. POS · approved plants, materials & services
| SKU / type | Plant / material | Price / unit | Category | Supplier | Stock | Information |
|---|
Bulk edit, new categories and suppliers
4. CRM · clients
5. Project management · client-specific choices
6. Generate a quote
Documents · quotes, invoices and credit notes
Drafts can be edited. Finalizing gives a document its number and freezes it; after that only payments, sending and credit notes are possible.
| Number | Type | Client | Date | Status | Total | Open |
|---|
Orders · owned by this app
Create an order from a saved quote, then maintain its fulfillment status locally. Its prices and client choices stay frozen. No order is sent to any source system.
Company & PDF templates
These details and the template appear on every quote, invoice, credit note and purchase order PDF. Only an owner can change them. A finalized document keeps the template version it was issued with.
Logo
Templates
7. Download structured data
Only approved catalog items are exported. JSON is the integration contract for plantenboek-app and other CRM/POS apps.