---
title: "Stockist pipeline"
description: "Loam Wholesale's trade CRM: a stockist pipeline board, each record beside it with tasks, history and a statement PDF, and quotes built in place."
plan: Pro
docs: https://ui.edbn.me/docs/templates/stockist-pipeline
---

# Stockist pipeline

Loam Wholesale's trade CRM: a stockist pipeline board, each record beside it with tasks, history and a statement PDF, and quotes built in place.

The Loam admin frame with the shop switcher on Loam Wholesale and Stockists added after Customers. The page header counts the pipeline, what it should bring and its weighted value, with Add stockist. Below it the deal-pipeline block adapted: five stages with totals, cards you drag by pointer, touch or keyboard or move from their menu or a right-click, search, an owner filter and a table view. A stockist can't reach First order without a sent quote. Opening a card shows the stockist-record block adapted: from 1280px in a panel beside the board, each scrolling on its own, with Close; below 1280px in the board's place with Back to pipeline. It steps through the card's stage with Previous and Next or j and k, keeps its notes, logged calls and finished tasks as you move around, and downloads the account statement as a real PDF. Build quote, on a Quote card's menu or in the record, puts the adapted quote builder where the record's activity was. Sending the quote adds it to the history, ticks off the task that asked for it and marks the card, so Fern & Fig can then move to First order. The sample opens on Fern & Fig's record beside the board, scrolled to Quote; without it, the board alone.

A Pro page template built on Base UI and Tailwind CSS v4.

## Installation

This is a Pro item. Once per project, create a token at https://ui.edbn.me/dashboard/tokens, put it in `.env.local` as `EDBN_TOKEN`, and add the registry to `components.json`:

```json
{
  "registries": {
    "@edbn": {
      "url": "https://ui.edbn.me/r/{name}.json",
      "headers": { "Authorization": "Bearer ${EDBN_TOKEN}" }
    }
  }
}
```

Then install:

```bash
npx shadcn@4.19.0 add @edbn/stockist-pipeline
```

## Dependencies
- npm: lucide-react@^1.33.0, @dnd-kit/core@^6.3.1, @dnd-kit/sortable@^10.0.0, @dnd-kit/utilities@^3.2.2, @tanstack/react-table@^9.2.4, react-hook-form@^7.87.0, zod@^4.3.5
- edbn: edbn-base, alert, avatar, badge, breadcrumb, button, card, checkbox, context-menu, dialog, dropdown-menu, empty, field, input-group, kbd, label, number-field, select, separator, sheet, sidebar, spinner, tabs, text-link, textarea, timeline, toggle-group, tooltip, data-table, form-core, form-date-field, form-fields, pdf-browser

## Source

The source is part of Pro (https://ui.edbn.me/pricing). The install above adds it to the project, ready to edit.

## More workspace templates

All 5, with install commands: https://ui.edbn.me/docs/templates/workspace (Markdown: https://ui.edbn.me/docs/templates/workspace.md)

## For agents
- Base theme, once per project: npx shadcn@4.19.0 add https://ui.edbn.me/r/edbn-base.json
- MCP server with search, items, examples and source: https://ui.edbn.me/mcp
- Every page and item: https://ui.edbn.me/llms.txt