Shortcuts
Jump to where your numbers suggest work is waiting.
Dashboard
Orders by status
Product catalog
Header info
Customer
Company
Address
Contact
Quote / order
Reference
Job details
Pricing
Amounts
Options
Instructions & logistics
Delivery & terms
Dates
Document options
Notes & summary
Summary
Product details
| # | Supplier | Category | Product | Size | Colour | Qty | Cost | Sell | Line total |
|---|
Job card / production
Garment details
Specifications
Number / name list
| Code | Name | Category | Price | Variant image URL | Variants | Branding | Actions |
|---|
Add or edit customers in a popup. Use + New customer on the quote or order screen to create a customer without leaving your document.
| Company | Contact | Phone | Actions |
|---|
Search and filter any field below. Right-click a quote row for Comments, column layout, or Excel export.
Upload artwork
Artwork library
Orders are created from quotes. Search all fields or use field filters; right-click to export filtered rows to Excel.
Purchase orders are created when a quote is converted to an order (one per supplier). Use Actions on each row to view, download PDF, or mark completed. Right-click the table for columns or Excel export. Track milestones on the Purchase Order Dashboard.
Track factory and client milestones for all purchase orders. Click a column heading to sort; use the filter row under each heading to narrow rows. Changes are logged automatically in comments.
| General | Factory confirmation | Client confirmation | Next steps / Comments | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PO Number | Customer Name | Deadline Date | Factory | Deadline Confirmed by Factory | Artwork Received by Factory | Fabric Received by Factory | Factory Invoice Paid | Spec Sheet/Job Card Sent to Factory | Mini Print/Sample Deadline | Artwork Approved by client | Client Paid us | Mini Print Approved by client | Dispatch Booked to client | Client Received order and is satisfied | Next Steps / Comments |
Pipeline
| Company | Contact | Status | Value | Actions |
|---|
Search and filter invoices below. Right-click the table for columns or Excel export of filtered data.
Log message
Outbound email uses the configured email sender and document email assignments in Administration.
History
Suppliers
Role dashboard (live KPIs)
Factory pricing calculator (Phase 2)
Schedule customer callbacks. Use Schedule callback from a quote (right-click the quote panel) to book with quote details filled in.
Connected APIs
Recent API logs
Manage users, company details, PDF templates, branding, dashboard reports, and role-based widgets for your business.
Company users
| Name | Contact | Roles | Status |
|---|
Legal & contact information
Legal and billing information for this business. The trading name is shown in the app header.
Social media
Links to your company social profiles. Saved together with legal & contact information.
Branding
Company logo
Your logo appears in the sidebar and login screen for all users in this company.
Theme colors
Colors apply across the app for everyone in this company.
Company documentation
Upload compliance documents such as CIPC and VAT registration certificates.
| Name | Type | Uploaded |
|---|
Quote screen setup
Choose which fields appear on the New quote screen for all users in this company.
Job card template
Configure the production job card Excel layout: header fields, specification tick lists, size groups, and sections. Data is filled from the quote when you export.
Factory settings
Configure factories used on the Purchase Order dashboard. Include contact details and any additional costing that applies when placing work with each factory.
PDF templates
Configure quote, invoice, pro forma, order, mockup, and design approval PDFs. The company logo is taken from Company details.
| Name | Document type | Default | Updated |
|---|
Email templates
Configure outbound emails. Inactive templates are never sent. Attach a PDF template where applicable.
| Name | Trigger | Subject | PDF attachment | Active |
|---|
Document email assignments
Choose which email template is used when a quote, invoice, or other document is emailed. The selected template supplies the subject and body (with merge fields filled in) and attaches the PDF configured on that template.
Email senders
Configure SMTP settings for each outbound sender address. Settings are stored per company in the database.
| Label | From email | Username | Outgoing server | Default | Enabled |
|---|
Saved reports
KPI widget reports for dashboards, or custom field reports you build below.
| Name | Type | Details | Dashboards | Order | Active |
|---|
Report builder
Choose KPI widgets and saved reports for each role's dashboard in AI & Analytics.
COMMENTS
Each Save adds a new comment. Use the search row to filter the list below.