SalesPlatform — Sales Tech Stack

Work queue

Done	Source	Customer	Due	Assignee

1. Customer

Company

Contact name

Contact email Contact no Code Cell no Fax no

Address line 1 Address line 2 Suburb City Province Postal code

Contact CC

2. Quote details

Quote no Date Job name Rep Revision Order no Customer order no Account type Job type Job status Obtained from Customer status

3. Commercial & notes

Pricing

Branding type Branding price Internal cost Product cost Overall selling Total qty Discount Rebate

Overtime Transport Override Show product images on PDF Print totals on PDF

Logistics

Delivery Lead time Delivery date Deadline date

Samples Packing instructions

Notes

Special instructions Delivery address

4. Products & branding

Markup % Discount % Supplier Category Product Size Weight Colour Qty

Cost Selling

#	Side	Method	Colours	Setup	Unit	Cost	Sell	Artwork

Line notes

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	Email	Phone	Actions

Search and filter any field below. Right-click a quote row for Comments, column layout, or Excel export.

Upload artwork

Artwork queue

Orders are created from quotes. Search all fields or use field filters; right-click to export filtered rows to Excel.

Record goods received against an order or purchase order. Use Actions to download the PDF or void a note.

Note #	Order	PO	Supplier	Factory	Received	Status	Actions

Record goods dispatched against an order. Use Actions to download the PDF, send to the customer, or void a note.

Note #	Order	Customer	Dispatched	Tracking	Status	Actions

Log customer complaints against an optional order. Filter by status, assign an owner, and close a row when the outcome is known.

Complaint #	Customer	Type	Owner	Status	Opened	Actions

Create supplier bills from a purchase order. Issue a draft to allocate a bill number, then download the PDF from Actions.

Bill #	PO	Supplier	Bill date	Reference	Total	Status	Actions

Record customer returns against an order. Fulfil a replacement from Actions when the disposition allows it.

Order	Disposition	Status	Reason	Replacement dispatched	Dispatch note	Created	Actions

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 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

Leads

Company	Contact	Status	Value	Actions

Tax invoices are VAT documents. Open a row to preview the PDF inline; download tax or pro forma PDFs from Actions. Right-click the table for columns or Excel export.

Orders with an outstanding deposit past the due date. Add a deposit against a deposit invoice, or receive from Actions, the order finance panel, or a deposit invoice.

Order	Customer	Expected	Received	Outstanding	Due	Days overdue	Actions

Issue a credit note against an order. Issue a draft to allocate a number, then download the PDF or send it from Actions.

Credit note #	Order	Customer	Total	Reason	Status	Date	Actions

Send individual or bulk messages. Email uses configured SMTP senders; WhatsApp uses Meta Cloud API settings in Administration.

Queued (0)

Messages waiting to send

Sent (0)

Delivered successfully

Failed (0)

Failed to send

Logged (0)

Logged without sending

Send message

Send mode Channel To Subject Body Send as HTML

When enabled, the body is sent as HTML (e.g. <p>Hello</p>) instead of plain text.

When	Channel	To	Subject	Status	Details
Loading…

Suppliers

Role dashboard (live KPIs)

Factory pricing calculator (Phase 2)

Production board

Orders grouped by production status for branding timing on the floor.

Back orders

Order	Product	Short	Status

Sales targets

Period	Metric	Amount

Price books

Schedule customer callbacks. Use Schedule callback from a quote (right-click the quote panel) to book with quote details filled in.

Upcoming callbacks

Manage users, company details, PDF templates, branding, integrations, dashboard reports, and role-based widgets for your business.

Company

Documents

Messaging

Connections

Reporting

Company users

Name	Email	Contact	Roles	Status

Legal & contact information

Legal and billing information for this business. The trading name is shown in the app header.

Legal name Trading name VAT number Pastel tax type Registration number Address line 1 Address line 2 City Province / state Postal code Country Phone Email Website Timezone

Social media

Links to your company social profiles. Saved together with legal & contact information.

Facebook Instagram LinkedIn X (Twitter) TikTok YouTube

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, and optionally add a short sales script for each journey stage (Customer, Quote details, Commercial & notes, Products & branding).

Quick quote screen setup

Same field catalogue and section scripts as a full quote, with a lighter default field set. Used when someone starts a Quick quote.

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.

Action types

Catalogue of actions that can be added to an order action list. Inactive types cannot be added to new lists.

Name	Active	Sort

Follow-up rules

Clone a seed or create a protocol with a trigger, wait, and actions. You can add more steps on the canvas after save. Inactive seeds enqueue nothing. Run log stays below.

Name	Group	Seed	Authoring	Active

Protocol canvas

Name Work group

If a Condition has no No path, the flow stops.

Run log

Recent chase attempts. Retry a failed run to queue it again.

Entity	Attempt	Due	Status	Sent	Error

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

Test recipient email

WhatsApp Business (Cloud API)

How to connect your WhatsApp number

Create a Meta Developer account and a Business app with the WhatsApp product enabled.
Open WhatsApp Manager and add or verify your business phone number.
In the app, go to WhatsApp → API Setup and copy the Phone number ID (not the phone number itself).
Generate a permanent access token (System User token recommended for production) with whatsapp_business_messaging permission.
Enter the display number, Phone Number ID, and access token below, then save.
While your app is in development mode, add recipient numbers under API Setup → To in Meta, or send the 24-hour session template for new contacts.
Use Send test message to confirm delivery before bulk sends from Communications.

Recipient numbers must use international format without the plus sign, e.g. 27821234567 for South Africa.

Label	Display number	Phone number ID	API version	Default	Enabled

Test recipient phone

SMS gateway

POST JSON { to, from, body } to your provider URL with a Bearer API key. Leave the URL empty to record SMS on the communication log without delivery.

Test recipient phone

Saved reports

KPI widget reports for dashboards, or custom field reports you build below.

Name	Type	Details	Dashboards	Order	Active

Report builder

Name Report type Widget type Description Sort order

Choose KPI widgets and saved reports for each role's dashboard in AI & Analytics.

Accounting connection

Not connected — no Sage 50cloud Pastel Start adapter. Posts are skipped, not posted.

Accounting posts

Outbox of sales orders, invoices, credit notes, and bills. Retry failed posts. Skipped and disabled rows are not posted.

Status

Document	Operation	Status	Attempts	Error	Posted

Log in

Work queue

New quote