Business OS – Optimum Peptides

Outstanding

$0

Paid (30 days)

$0

Overdue

$0

Inventory Value

$0

Recent Invoices

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No invoices yet

Website (eDebit) orders only. eChecks clear in 2–3 business days — orders move Clearing → Ready to fulfill automatically. Click Run fulfillment batch to buy labels + send tracking + release cleared orders to the pick list (postage spends on click).

Orders placed through customer order portals. Distributor orders show pricing and should be paid (Venmo) before shipping. Clinic orders are price-free (bill monthly by ACH). Approve an order to release it to the pick list / Pack Station for label + tracking. Customers see live status on their portal link.

📊 A/R Aging Summary

Buckets show how long outstanding invoices have been unpaid. Older buckets signal collection risk.

💰 Revenue Summary

Collected revenue across time periods. MTD change compares to same period last month.

📦 Gross Margin & COGS (YTD)

Gross margin = Revenue minus Cost of Goods (product cost + inbound shipping). Shipping charged to customer vs. actual label cost shows shipping P&L.

🏆 Top Customers (YTD Revenue)

Your highest-revenue customers year-to-date. Click a customer to view their full account.

🧪 Product Performance (YTD)

Units sold, revenue, and gross margin by product. Margin color: green ≥40%, yellow 20-40%, red <20%.

🏭 Inventory Valuation

Current stock value at cost vs. retail. The difference represents potential gross profit if all stock sells.

Period:

📦 Sales by Product

👥 Sales by Customer

🛒 Inventory Purchases (COGS Receipts)

💼 Commissions

📊 Revenue by Tier

Conversations from the public storefront chatbot. Review to ensure responses are on-brand and legally compliant. Click any row to expand the full conversation.

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Issues reported by website visitors via the chatbot — auto-diagnosed where possible. Check the debug_repair_log.txt file on the server for full history.

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Grouped by area — each section shows whether it's active or not set. Click a heading to expand it. Nothing is removed; all your saved values are preserved.

🏢 Business Info —▶

Business Name

Phone

Email

PO Box / Address

💵 Payments — Manual Methods —▶

Venmo & Zelle

Venmo Handle

Zelle Phone / Email

ACH / Bank Transfer

Account Name

Bank Name

Routing Number

Account Number

₿ Crypto Wallets

Bitcoin (BTC) Address

Ethereum (ETH) Address

USDC Address (Ethereum network)

Coinbase API Key Name (from Coinbase → Settings → API — covers ETH + USDC)

Coinbase API Private Key

📧 Gmail Venmo Auto-Sync

Connect Gmail to auto-detect Venmo payment emails and queue them for review. Requires a Gmail App Password (Google Account → Security → 2-Step Verification → App passwords).

Gmail Address

Gmail App Password

💳 Stripe — Card Checkout —▶

🛒 Accept website orders (storefront ordering ON)

When OFF (default), optpep.com will not take any new orders or card payments — the server rejects them. Turn this ON only when a live payment processor is connected and you're ready to sell.

Live Keys

Statement Descriptor — what customers see on their card statement

Keep it neutral. Max 22 characters. Suggested: OPT PEP or OPTPEP RESEARCH

Stripe Public Key — pk_live_... from Stripe dashboard

Stripe Secret Key — sk_live_... used server-side for checkout sessions

Stripe Publishable Key — when set, storefront switches from "we'll contact you" to live card checkout

Stripe Mode 🔴 LIVE (real charges) 🧪 TEST (sandbox)

LIVE uses your real keys above. TEST uses the sandbox keys below — your live keys are stored separately and restored when you flip back. Tip: keep the CRM tab closed while testing on the storefront so the mode isn't reverted by a stale save.

Test Public Key — pk_test_...

Test Secret Key — sk_test_...

Test Webhook Secret — whsec_... from a TEST-mode webhook endpoint

🏦 eDebit — Bank / eCheck (PayRio · ClickBrick) —▶

🏦 Enable eDebit (bank / eCheck checkout)

When OFF (default), the storefront/invoice "Pay by bank" option is hidden and the server rejects eDebit checkout. Turn ON only after the keys below are set and you've run a TEST-mode payment. Bank/eCheck clears in 2–3 business days — orders show "clearing" and are not shippable until cleared.

Vendor ID (App ID) — from ClickBrick → Developer → your App overview

API Domain — leave default unless told otherwise

Production Secret Key — API Keys tab → Production (X-API-KEY)

eDebit Mode 🔴 PROD (real bank debits) 🧪 TEST (sandbox)

PROD uses the Production key above. TEST uses the sandbox key below (stored separately, so flipping never wipes your prod key). Start in TEST.

Test Secret Key — API Keys tab → Test key

Polls ClickBrick for in-flight bank payments and updates invoices (pending → cleared/failed). Runs on demand here; also safe to call from a scheduled job.

📦 Shipping —▶

Shippo (carrier account)

Commercial USPS/UPS/FedEx rates. Sign up free at goshippo.com — API key is on your dashboard instantly.

Shippo API Key

Ship From — Name

Ship From — Street Address (physical address, not PO Box)

City

State

ZIP

Phone

Geoapify API Key — address autocomplete on storefront & CRM (geoapify.com)

🚚 Shipping Rules

Controls the storefront checkout and auto-label behavior when orders are marked paid.

Minimum Order Value ($) — block orders below this

Free Shipping Threshold ($) — free shipping above this

Standard Shipping Cost ($)

Expedited Shipping Cost ($)

Preferred Auto-Label Service — keyword to match in Shippo rate name (e.g. "Priority Mail"). Leave blank to pick cheapest.

Auto-buy label when order is marked paid (skips manual rate picker — uses preferred service above)

📧 Email Delivery —▶

The app sends invoice & tracking email through whichever provider below is configured (SendGrid is the active sender today). The others are fallbacks/legacy — leave them blank if unused.

SendGrid — current active sender

SendGrid API Key

Mailjet — legacy fallback

Mailjet API Key

Mailjet Secret Key

Resend API Key (blocked on Railway — skip)

SMTP / Zoho — fallback if SendGrid/Mailjet not set

Zoho: host smtp.zoho.com port 465, user = your Zoho email, pass = Zoho app password.

SMTP Host

SMTP Port

From Email

App Password

🔀 Test Email Override

When set, ALL outgoing emails are redirected here (subject says who it was meant for)

Remove this address when you're ready to send real emails to customers.

🤖 AI / SMS Assistant —▶

Claude (Anthropic) API Key — powers the storefront chatbot, SMS AI, and signup compliance review. Saved server-side. Account must have a credit balance or all AI calls fail with a 400.

Claude Model — used by chatbot, SMS AI, and compliance review. Leave blank to use the default (claude-haiku-4-5).

🖥️ Draft SMS replies with the LOCAL model (free, on your Mac)

When ON, incoming texts are drafted by the local qwen2.5:7b model on your Mac (via the SMS poller) — free + private, and the paid Anthropic API is never used for SMS. You still approve every reply before it sends. If your Mac or Ollama is offline, the text is still captured with no draft. Independent of the AI pause/kill switch below.

🧠 Teach the Assistant —

Plain-English facts & policies the SMS assistant should know — shipping rules, stock notes, who to route where. Each enabled fact is injected into every SMS reply as authoritative context. This teaches it new info (separate from how it learns your tone from approvals).
Safety: facts never override the no-medical-advice rule — anything medical/dosing still escalates to you.
Examples: "Bac water ships free with any GLP order." · "We don't ship to PO boxes — need a street address." · "Wholesale questions → tell them to email sales@optpep.com."

🔒 Spend Governor —

Real-time ceiling on ALL AI calls (chatbot, SMS, compliance) so no traffic spike or abuse can run up the Anthropic bill. Leave a limit blank to use the safe default shown; set it to 0 to make that dimension unlimited.

⛔ Pause ALL AI now (kill switch)

Emergency stop — when ON, every AI call is refused instantly (chatbot shows a "try again later" message, SMS escalates to you). Turn OFF to resume.

Max calls / minute — default 30

Max calls / hour — default 300

Max calls / day — default 2000

Max / minute per visitor IP — default 8

🔐 Security & Access PINs▶

Change CRM PIN — 4 digits, default is 1234

Change Pack Station PIN — 4 digits, default is 5678. Applies to every Pack Station device.

💬 Message Templates —▶

Customize the text messages and invoice footer. Use {name}, {invoice}, {total}, {venmo}, {zelle} as placeholders.

Invoice Text Message — sent when you tap "Text Invoice"

Thank You / Payment Received Text — sent when you record payment

Invoice Footer Note — printed at bottom of every invoice PDF and mobile invoice

👥 Team & Notifications —▶

💼 Salespeople & Commission Reps

Add people who earn commissions on clinic/wholesale orders. Assign them to customers in the CRM, then set per-product commission amounts in the customer's Custom Price List.

📱 Order Notifications

Phone numbers that receive a text when a portal order is submitted. Up to 5 numbers.

🧰 Advanced / Legacy legacy▶

🔗 Public Invoice Links (ngrok) — only needed for local invoice texting

To send customers a tappable invoice link via text, you need ngrok running.
One-time setup: Install ngrok, then start it before using Text Invoice.

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Manual URL override (if not using ngrok)

Setup (one time):
1. brew install ngrok
2. Sign up free at ngrok.com → copy your authtoken
3. ngrok config add-authtoken YOUR_TOKEN
4. Each day before texting invoices: ngrok http 5001
5. Click ⟳ Auto-detect — URL saves automatically

SKU	Product	Category	Cost	List Price	Anchor Net	Distributor	Friends/Family	List Margin	Anchor Margin	Stock	Min	Max	Actions

📋 Adjustment Log

📧 Gmail Payment Sync

Scan Gmail for unread Venmo payment emails and queue them for review

Click "Sync Gmail Now" to check for new Venmo payment emails.

💙 Auto-Detected Payments (Gmail + SMS)

Payments detected from Gmail and SMS — confirm or dismiss each match

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Unmatched Manual Payments

Payment Log

Hide already paid

Your Wallets

BITCOIN (BTC)

—

ETHEREUM (ETH)

—

USDC (Ethereum)

—

Blockchain polled automatically every 5 minutes.

₿ Detected Payments — Pending Review

Auto-detected from blockchain — confirm to mark invoice paid and buy label

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Crypto Payment Log

No crypto payments recorded yet.

📱 Texts

Draft Mode

AI drafts · you approve

📱

Select a conversation

Escalations need your attention · AI handled everything else

🤖 AI Draft

✏️ Your Reply

🏷 Label Print Queue

4×6 thermal labels — check boxes to select, then print selected

Show shipped

📋 Pick List

Paid + released orders ready to pack. Leave dates blank for the current queue, or set a range (and tick "Incl. shipped") to reprint a past pick list.

Incl. shipped

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📦 Batch Ship Actions

Mark all ready orders as shipped once labels are printed. Use ↩ Revert to undo accidental batch ships.

📦 Orders Ready to Ship

📊 Financial Reports

Revenue, COGS, gross profit, and margin by product, customer, and time period.

Other Exports

👥 Customer List

All customers with contact info and pricing tier.

💳 Venmo Log

All logged Venmo payments with match status.

🧾 Invoice Summary

All invoices with totals, status, and customer info.

💾 Full Backup

Complete JSON backup of all your data. Save this daily.

📦 Shipments Tracker

🌐 Import Website Customers (GoDaddy)

Upload your GoDaddy customer export CSV. Columns needed: Email, First Name, Last Name, Phone, Address, City, St.
Customers already in the CRM (matched by email or phone) are not duplicated. New customers are imported and flagged to set a password on first storefront login.

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📱 Import Phone Numbers → CRM

Upload the phone match CSV from Claude Desktop. Matches by customer name and fills in phone numbers across all 362 customers instantly.

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📦 Import Inventory Count Sheet

Upload your inventory CSV. Bulk packs (Tirzepatide 10x, Semaglutide 10x, Retatrutide 10x) are automatically linked to their individual product stock — selling a bulk pack deducts 10 units.

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💲 Import Product Pricing Tiers

Upload PRODUCT_PRICING.csv to load all pricing tiers into your products — List, Anchor Point, Distributor Net, Wells Wellness, Friends & Family, and Into Eden. Existing products are matched by name and updated in place.

📦 Shippo Tracking SMS Queue

Scans your shipped invoices for Shippo tracking numbers and builds an SMS queue. Only includes orders marked shipped with a tracking number that haven't already had a text sent.

🛒 Web Orders

📋 Portal Orders

📊 A/R Aging Summary

💰 Revenue Summary

📦 Gross Margin & COGS (YTD)

🏆 Top Customers (YTD Revenue)

🧪 Product Performance (YTD)

🏭 Inventory Valuation

📱 Texts

👥 Customer List

💳 Venmo Log

🧾 Invoice Summary

💾 Full Backup

🛒 Web Orders

📋 Portal Orders

📊 A/R Aging Summary

💰 Revenue Summary

📦 Gross Margin & COGS (YTD)

🏆 Top Customers (YTD Revenue)

🧪 Product Performance (YTD)

🏭 Inventory Valuation

📱 Texts ⟳

👥 Customer List

💳 Venmo Log

🧾 Invoice Summary

💾 Full Backup

New Invoice

Add Customer

🔗 Merge Duplicate Customers

📋 Review Account Applications

⚡ Activate Held Accounts

Add Product

Log Venmo Payment

± Inventory Adjustment

🔄 Create Reship

🛒 Log Inventory Purchase

💼 Commission Distribution

🔁 Manage Subscription

Portal Products

📱 Texts