WORKSHOP
Production orders
Urgent orders first, then due date. Shared with your production team.
To doIn progressBlockedReady for reviewChanges requestedCompletedCancelled
OWNER SETTINGS
Manage roles
Create production roles such as Carpenter, Painter or Quality checker.
Production access
Every custom role can view this company’s production orders. Choose additional permissions below. These roles do not grant sales, financial, delivery or member-management access.
New production order
Update progress
Review production order
Approve the finished work, or describe what the technician must correct.
Assign delivery task
This creates a delivery task in the existing Tasks area using this order’s description. Assigning it locks the production order against further edits.
Notify delivery team
WhatsApp opens with the task details filled in. Check the message and tap Send.
This month
Monthly overview
Sales by channel
Recent activity
Select products
⌕
★ Pinned
🔥 Top sellers
All products & bundles
Add new product
This saves to your inventory and appears in Quick sale immediately
Record a sale
Items sold
Tip: Add each product separately with its own quantity, price and cost.
Upload receipt / M-Pesa screenshot
Sales records
| Ticket | Date | Items | Sale | Cost | PNL | Paid | Balance | Status | Customer | Channel | Method | Ref | By |
|---|
What type of expense?
Expense records
| Ticket | Date | Category | Amount | Paid to | Method | Ref | Ev | By |
|---|
Add / update item
Stock list
| Item | Category | Stock | Cost | Sell price | Margin | Status | Pin |
|---|
Add supplier
| Supplier | Contact | Phone | Category | Terms | Total paid | Last order |
|---|
Team performance
| Name | Category | Sales | Expenses | Revenue | PNL contributed |
|---|
Member logins (owner)
Add new team member
The member will receive an invitation and create their own password.
Activity log
Tasks
Mark task as done
AI assistant