What this is. A live view of Prophet 21 sales orders for Tesla. Order, line, invoice and fulfillment data are read from P21 in real time; you can download invoice copies and proof-of-delivery documents, attach your own files to an order, record key contacts, and schedule report emails. Anything you add (tracking #, carrier, contacts, files, notes) is stored locally and layered on top — P21 itself is never changed by this tool.
1 · Find & sort orders. Use the Search box (SO#, PO#, job, contact), the Status filter, and the From/To date range. Click a column header — Sales Order #, Customer PO, COMPAS Job, Contact, Order Date or Status — to sort; click again to reverse (the ▲/▼ marks the active column). The Documents column shows how many files are attached to each order. Page through with the top/bottom pager and the 10 / 25 / 50 / 100 selector.
2 · Open an order. Click a row (or Open →). The left card shows account #, PO, contact, order date, carrier, status, delivery instructions and an editable Key Contacts block. The right side shows Ship To (with phone) and Uploaded Documents. The line grid lists each item with quantities, dates, tracking, carrier, invoice #, POD and ship-from/to; UPS/FedEx/USPS tracking numbers are clickable.
3 · Key Contacts. In the order's left card, fill in up to four Title / Name pairs (e.g. “Account Manager / Nick Abbott”, “Tesla Lead Contact / Jane Smith”) and click Save Contacts. They save per order and reappear whenever you open it.
4 · Attach documents. In an order's Uploaded Documents box, click Upload document and pick one or more files (PDF, Word, Excel, CSV, images, zip; up to 25 MB each). They appear as download links with size and date, and the count shows in the Documents column on the main list. Use the × to remove one.
5 · Download an invoice or proof of delivery. In the line grid, click a number in the Invoice # column to download a branded PDF copy of that P21 invoice; click a POD#### link in the POD column to open the proof-of-delivery document (signature, photos, driver, delivery details). Both open in a new tab.
6 · Add / edit tracking. Use Edit on a line (or Edit Header) to record tracking #, carrier, ship dates and notes. These save to the local overlay only — the P21 order and lines are untouched.
7 · Email a document now. On an order, click ✉ Email for a preview, choose recipients (blank = the default list), an optional subject, and PDF/CSV attachments, then Send. Download PDF saves it locally without sending.
8 · Schedule recurring reports. Click ✉ Reports in the header. Create a schedule: name it, pick the report (All / Open / In Process / Shipped / Cancelled / RMA orders, or a specific Order / PO), enter recipients, choose Daily/Weekly/Monthly and a time, and whether to attach PDF/CSV. Send now emails it immediately to test; otherwise it goes out automatically on schedule. Edit or delete schedules from the same screen.
9 · Export to Excel. ⇩ Excel on the main page exports the filtered order list; on an order it exports that order's line items.
10 · Shipment notifications. When a line gets a tracking number, a scheduled job emails a shipment notice once per order and never resends.
Tip: the header badge shows the data mode — Live P21 data means real ERP data. Use ↻ Refresh to reload.