Orders and customers
Tell your shop what happened
3 minute read
The box called "Tell your shop what happened" is on your Today page, right under Needs you today. It is part of the Shop and Atelier plans. Type what happened in your own words and click "Do it".
It works on your own orders only. It reads the order list, finds the order you mean, and makes the change. Under every change it made you see what it did and an Undo button. Undo puts the order back the way it was for 30 minutes after the change.
- 1A payment: "Sara paid 68 by Venmo". Broidry records the payment on Sara's open order. If the order is now paid in full, it moves to Paid, which puts it on your run sheet.
- 2A finished order: "The hoodies for the Lions Club are done". Broidry marks the order done, then asks whether to email the customer that it is ready. Nothing is emailed until you click "Yes, email them". The question expires after 10 minutes, and you can always email from the order page.
- 3A moved date: "Move everything due Friday to Monday" or "The Miller order is now due the 15th". Broidry changes the needed-by date and writes the new date on the order's page.
- 4A note: "Add a note to the Miller order: she wants the tag cut out".
- 5A new request: "Angela wants 12 navy hoodies with the Lions logo on the front left by October 15". Broidry puts a lead on your Leads page with a price from your rate card and a list of anything still missing. One click on the lead turns it into an order.
- 6A question: "What did I charge the Lions Club last fall?" or "When did Sara last order?". Broidry answers from your own orders and never guesses a number.
When two orders could be the one
If you say a name and two open orders match, Broidry does not pick. It lists them with their order numbers and asks which one. Answer with the number, or with something that tells them apart, like the item.
Snap the finished piece
On the Atelier plan the box has a second control, "Snap the finished piece". Click it, take one photo of the finished item, and Broidry matches the photo to your open orders. It reads the stitched or printed words first, then the item and its color.
When it is sure, the order is marked done, the photo is saved on the order as its finished photo, and the box asks whether to email the customer, the same as typing that the order is done. When two orders could be the one, or the photo is not clear, nothing changes: you see up to three orders and pick the right one. Each snap counts as one of the month's exchanges.
A closer shot of the stitching matches better than a whole-table shot. A photo of a blank item, or of a design on a screen, matches nothing on purpose.
The rush guard
Also on Atelier. Broidry compares your production schedule with the turnaround your shop page promises. When the last open order finishes later than that promise, the rush guard raises the turnaround on your shop page to the real date and tells you on the Today page. When the queue clears back inside your own number, it puts your number back.
It changes only the number on your shop page. No order moves and no customer is emailed. The rush guard card on the Production page, under Machine & time settings, shows what it sees, has the on and off switch, and has a button that puts your own number back at any time. Turning the guard off also puts your number back.
To charge more for jumping the line while you are booked out, turn on the rush fee in the Holiday planner on the Production page.
How many a month
The Shop plan includes 100 of these a month and Atelier includes 400, counted from the day your shop opened. The count is on the box. When the month's are used, the box says when it refills, and everything it does is still available by hand on the order pages.