Your work.
A clearer picture.

Product catalogue

Search and filter products by supplier, brand and product type. Find the right starting point for each enquiry.

Product management

Manage product details, product codes, brands and variations in one product workspace.

Supplier pricing

Link multiple suppliers to a product, maintain supplier codes and costs, and choose a default supplier.

Decoration pricing

Manage reusable print and embroidery methods and their pricing alongside your product catalogue.

Product options & conditional logic

Create reusable customer choices and show additional fields when an earlier answer makes them relevant.

Customer discount rules

Configure discount codes with eligibility, product scope, minimum requirements, dates and usage limits.

Smart Search & Quick Drafts

Find catalogue products, compare quantity pricing and reuse saved product selections to get started faster.

Quick Draft records in this preview include browser-local storage.

Draft builder

Build variations, quantities, decorations, setup charges, delivery, discounts and VAT totals. Download a PDF or prepare it for email.

Email delivery requires configured provider accounts, a sending domain and a public app address.

Draft management

Find, reopen and export draft records so an enquiry can be picked up again.

Draft records in this preview include browser-local storage.

Orders

Confirmed paid drafts become orders. Search order lists and use status filters to find the work you need.

Live payment transactions were not tested in this capture session.

Order processing & purchasing

Set processing status, select suppliers and purchase costs, then raise one linked purchase per supplier without duplicates.

Purchases cover product quantities and costs. Decorations and delivery are not automatically purchased.

Purchases

Track supplier purchases raised from orders and review their product quantities and costs.

Creating a purchase does not send it to a supplier.

Customers & contacts

Manage business customers, individual customers, contacts and addresses.

The current CRM preview includes browser-local storage; shared cross-device CRM is not yet verified.

Branded PDF templates

Choose template names, headings, brand colours and defaults. Assign templates to customers and contacts.

PDF sections & logos

Control individual document sections and upload a separate logo for each template.

Email & payment connections

Configuration controls for Resend email and Stripe, PayPal or Shopify payment links using your business’s own accounts.

Requires provider setup, an email sending domain and a public app address. Configuration screens do not demonstrate tested live payments.

Overview & processing queue

See orders awaiting processing, with a queue connected to stored order records.

Business metrics and target charts currently show sample data.

Task management

Organise tasks by priority, assign users, set dates and track completion.

Tasks currently use browser storage. The image shows the matrix view with test entries, rather than a shared live task system.

Task matrix

View priorities in an Eisenhower matrix. Task tools also include a calendar and Pomodoro timer.

Current task previews use browser-local storage.

Staff profiles & permissions

Manage staff profiles, page visibility and read and write permissions.

The screenshot shows preview users. Production access controls need verification before live use.