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Marketing Files
Marketing FilesEarly Buy Orders
Half Pallet 54 & 27 Free Full Pallet 108 & 54 Free 2 Full Pallets 216 & 108 Free 3 Full Pallets 324 & 162 FreeSubscriptions by billing frequency
Active subscriptions per dealer
Commission still to be paid per dealer
Subscriptions progression (active)
Subscriptions per month: new versus cancelled
Orders per month
Active subscriptions by product
Cancelled subscriptions per quarter
Cancelled subscriptions by province/state (this year)
Cancelled subscriptions by dealer (this year)
Open support cases
Recent activities
Dealers
Stores
Fulfillment
Commission Payout
Mark accrued commission as paid in bulk, per dealer, dealer representative or O-Care representative, for a date range. Equivalent of the three Salesforce screen flows of the same name.
Map
Customers
Contacts
Subscriptions
Orders
Commissions
Opportunities
Onboarding
Support
Activities
Countries
The markets where O-Care sells. Dealers and customers belong to a country; each user sets which countries they can see. The colour carries through to every card.
Products
Reply Templates
Email Templates
Images
Images for email templates. Upload a new image here to get a link you can paste into a template, or ask Claude to add it directly.
Site pages
Tasks
Pallet orders
Every order that ships per pallet: requests that dealers place in the dealer portal, and normal orders with a pallet line (including the history from Salesforce). For a portal request, confirm the order and delivery date with the dealer by email, then update the status here. Normal orders keep their own order status; open the order to change it. To make an order show up here, set the line's Unit to Pallet.
Marketing calendar
What went out and what is planned. Click a mailing or automation to open it.
Campaigns
Mailing Lists
Mailings
Direct Emails
Results
Website & Forms
Scoring
Prospects
Leads
Automations
My settings
Marketing
Integrations
Users
Login Attempts
Every login attempt on this environment, most recent first, with its result. Administrators only.
Revenue forecast
The revenue forecast per dealer, set on the dealer card (tab Forecast), next to the actual order value so far. Together this is the forecasted revenue of O-Care for the year.
Dealer classes
Dashboard
Sales invoices
Purchase invoices
VAT per quarter
Cash flow forecast
Profit & loss
Audit Trail
Every change in the database: who made it, when, and what it was before and after. Entries cannot be changed or deleted. Passwords, tokens and keys are not stored here, only the fact that they changed. Administrators only.
Automations
Every automation in this environment, described in plain language: what starts it, what happens step by step, and what's good to know. Kept up to date by And Repeat with every new or changed function.
Processes
Guides and process descriptions for the team and for And Repeat.
Roadmap
The backlog and roadmap that And Repeat keeps for O-Care, shown here read-only. Refreshed automatically every 15 minutes; changes can only be made at And Repeat.
Monthly Reports
And Repeat's formal monthly reports: what's been delivered, what's changed, and what's planned for next month. Newest on top.
Data Model & Migration
How the data in this environment is structured, which Salesforce field ends up where, and every migration run with its counts. The environment explains itself.