Upload a CSV file with your leads. The file must have the correct column headers. Download the template below to get started.
Blank template with headers ready to fill in
REQUIRED COLUMNS
Column name
Required
Description
name
β Yes
Full name of the contact
company
Optional
Company or business name
email
Optional
Email address β used for duplicate detection
phone
Optional
Phone number β used for duplicate detection
website
Optional
Website URL
address
Optional
Full address
EXAMPLE
name
company
email
phone
website
address
John Smith
ABC Print Ltd
john@abcprint.co.uk
07700 900123
www.abcprint.co.uk
123 High Street, Nottingham
Sarah Jones
Jones Design
sarah@jonesdesign.com
07700 900456
45 Market Square, Derby
Ready to import? Select your CSV file below.
Duplicates (matching phone or email) will be skipped automatically. DNC contacts will be blocked.
0
To call today
0
Called today
0
Estimates sent
0
Converted
0
No answer
New leads
Call list
π My Day 0
Estimate sent
Converted
Lostπ« Do not contact
No leads yet.
New estimate
Customer
Delivery or collection?
Products
No items yet β click + Add product above.
Estimate totalΒ£0.00
β Estimate link ready
PIN:
π Customer artwork upload link
Estimate history
Total estimates
0
Total value
Β£0
Approved
0
Active
0
Active estimates (Draft, Sent, Changes requested)
No active estimates.
All estimates
No estimates yet.
Total active
0
Pending payment
0
In production
0
New this week
0
No orders yet.
Outstanding
Β£0
Overdue
0
Paid this month
Β£0
No invoices yet.
π¨ Design
π¨ Print
βοΈ Finish
π QC
π¦ Pack
π Delivery
β Complete
Design
No orders.
Digitising
No orders.
Inhouse Print
No orders.
Digital Print
No orders.
DTF Print
No orders.
Offset Print
No orders.
LFP
No orders.
Print Finish
No orders.
Press
No orders.
Embroidery
No orders.
Quality Control
No orders.
Ready to pack
No orders.
π Delivery
No orders.
π¬ Collection
No orders.
Complete
CURRENT STAGE
QC RESULT
ORDER DETAILS
STAGE HISTORY
Company
Phone
Joined
Orders
Spend
No customers yet.
No logo
β
β
Orders
0
Total spend
Β£0.00
YTD spend
Β£0.00
Estimates
None yet.
Orders
None yet.
Invoices
None yet.
Call history
None yet.
Design jobs
π Design questions
Pending design
0
In progress
0
Awaiting approval
0
Design jobs
No design jobs yet.
The questions an agent asks when a customer wants "Design by our team" β one universal set always asked, plus questions specific to each product subcategory. Each answer adds minutes, which is how the price gets calculated.
Square, 500KBβ1MB JPEGs, named to your project pattern.
2 Β· Light & dark templates
Light garment
Dark garment
Positioning uses the first light/dark colour you ticked above as the background β add colours first.
Upload a blank + design to preview.
3 Β· Generated images
History
No history yet.
1 Β· Supplier
Teach the filename pattern for this supplier
2 Β· Upload pictures
Backgrounds are removed automatically β no confirmation needed.
Bulk-add colours (no images yet)
Browse a product's picture library
Colours
Templates
1. Set up
2. Generate labels
Saved templates
No templates yet.
Label setup
LABEL SIZE (MM)
WHAT THE QR CODE SCANS TO
Each label's QR code will scan to the base above, with this column's value from the CSV appended β so "asset_id" = 12345 becomes https://acme.com/asset/12345.
PRINTED TEXT (OPTIONAL)
POSITION β NUDGE EITHER ELEMENT INDEPENDENTLY
QR code
${''}
Text
Design visualiser
Fill in the sizes to preview
Choose a template
Upload CSV
Open supplier orders
0
Open reservations
0
Damage reports pending
0
Awaiting delivery
π¦ Supplier Orders
π₯ Receive Goods
π·οΈ Barcode Labels
π Locations
π Sort & Stow
π€ Pick an Order
π Stock Check (QC)
β οΈ Damage & Adjustments
π Stock Overview
π Check crate/location
How this works
Generate a batch of blank, unique 2D barcode labels ahead of time and print them all at once (35Γ50mm, one per label). They don't have any product info on them β just a QR code and its number underneath. When goods are received, staff peel one off and attach it to the item, then scan it to link that specific label to that specific product. This works for item labels, and also for location/crate labels used when stowing.
Batches
No batches generated yet.
No supplier orders yet.
Supplier order
Items
Against a supplier order
π¦ Add stock (no order)
π§ Fix a mistake
Add stock
For stock that isn't tied to a supplier order β leftover stock, or anything that just needs logging in.
Currently adding:
No product found for that supplier code yet β fill this in for now, and we'll raise a task to get it set up properly.
Fix an item by its barcode
The barcode is the one thing permanently, physically tied to the item β scan it to find and correct what it's recorded against, without touching the label itself.
Currently recorded as
Correct it
Find the right product either way β by its name, or by its supplier code.
Zones, shelves and bins each get their own printed barcode. Create the hierarchy top-down β a Bin needs a parent Shelf, a Shelf needs a parent Zone (or none, if you're keeping it simple with just one level).
All locations
No locations yet.
1. Start a crate for this task
2. Scan each item
Stow (once sorted to the stock crate)
Open reservations (what orders still need from stock)
No open reservations.
Picking
Production scan-in
Scan the fixed Production station label once, then scan a crate to mark everything in it as arrived.
Start a stock check
Scanning
Past stock checks
None yet.
Flag an item as damaged
Awaiting manager approval
Nothing pending.
Resolved
Nothing yet.
General stock
Order stock
Consumables
Loadingβ¦
Check what's actually in a crate or location
Scan any crate or bin barcode to see exactly what's sitting in it right now β useful if a stow attempt failed and you need to find where the items actually ended up, or just to double-check before reusing a spot.
Contents
Nothing in here.
Delivery weight tiers β shared across every shop
No delivery tiers set yet β orders will have Β£0 delivery until you add some.
Reseller shops
No shops yet.
Shop
CUSTOMER SHOP LINK β SHARE WITH YOUR CUSTOMER'S CUSTOMERS
ADMIN PORTAL β SHARE WITH YOUR CUSTOMER (THE RESELLER)
Shop settings
Product catalog β separate from the main Products module
No products in this shop's catalog yet.
Orders
Pending
Approved
Cancelled
Archived
No orders yet.
Weekly briefs β tick orders produced in a week, generate a PDF for that week's invoice
No produced orders waiting to be briefed.
Past briefs
No briefs generated yet.
All
Production
Admin
Design
Products to add
To do 0
In progress 0
Done 0
Business settings
Address
Call speeches
No speeches yet.
Users
Loading...
Delivery pricing
Priced by quantity band for now (and optionally category/carrier) β set up so a weight/volume-based mode can be added later without disruption.
No rates set up yet.
Design task pay rates
Fixed Β£ per completed task, by task type β used when a design task's pay mode is set to "Fixed rate per task type."
No rates set up yet.
Size types
Reusable, named groups of sizes β Adult Standard, One Size, Kids 7-8YO, whatever your real catalogue needs. Set up once here, then pick one or more per colour when setting up a product.
No size types set up yet.
Bank transfer (BACS) details
Shown to customers on the payment step of their estimate when they choose to pay by bank transfer.
Design job
Uploaded files
No files uploaded yet.
Add user
New speech
Steps
Use {name}, {company}, {last_contact} as placeholders β they auto-fill from the lead record.
New lead
Add position
Quantity price tiers
Price per position goes down with quantity β set tiers below.
Log call
π΄ Urgent β design issue on this order:
CONTACT
β β usedReopen
CHOOSE SPEECH
Done with the script β collapse it
β This was a scheduled call β it will stay in the call list marked in red until end of day.
Quote β unlocks once marked Interested
Delivery or collection?
Uses the address on this contact's record above β edit it there if it needs updating.
Products
No items yet β click + Add product above.
Estimate totalΒ£0.00
β Estimate ready to share
PIN:
New estimate
Items
Total: Β£0.00
Share with customer
Customer uses this PIN to open the estimate
New order
Delivery address
Items
Invoice
Add company
Address
CREDIT ACCOUNT
per month
Contacts
Add product
Select a category to load the product form.
Supplier
Stock & availability
Add supplier
Generate barcode labels
Creates a batch of blank, unique QR labels β nothing is linked to a product until it's scanned during receiving/stowing.
New supplier order
Items expected
Paste the item list below (one per line β description, supplier code and quantity if you have them), or upload the supplier's invoice/acknowledgement PDF and review what it finds.
or paste below
Review before saving
Nothing added yet.
Add location
For Zones and Shelves. Crates are added separately, per shelf, via "+ Add crates" β the number varies by how much actually fits.
Point the camera at the QR code
Add crates to
How many crates actually fit on this shelf? Each gets its own permanent, numbered label β they'll open in a print sheet once saved.
Products to add
Items added to stock that don't match an existing product yet. Click "Set up now" to fill in the rest β the normal product form, pre-filled with what we already know. If this is actually a duplicate of a real product (e.g. added under the wrong supplier code by mistake), use "Merge into..." instead.
Nothing pending.
Merge into the correct product
Every item currently under "" will move to whichever product you pick below, and this placeholder will be retired.
Create design
Free, quick, on-the-call β no design fee. Insert a logo you've found, or just type text.
Or click here and paste (Ctrl+V) an image you've copied
Design brief
Ask the customer through these β the price gets calculated automatically from their answers, but they'll only ever see the brief and the total, not the time behind it.
Running total: 0 min β Β£0.00
New reseller shop
Add product
Options & variants β e.g. Colour, Size β any name, any number of variants
Order
Update
Delivery weight tier
Edit questions
Define design area
Drag out a box on the garment showing exactly where a logo or text is allowed to sit here. This gets reused for every colour of this product.
No colour photo on file yet for this product β add one under its colours first, so there's something to draw the area on.
Click and drag anywhere on the photo to draw or redraw the box.
Add size type
A single value is fine too β e.g. just "One Size" or "7-8YO".
Add design pay rate
Add delivery rate
Design preview β
A quick schematic placement, not a final mockup β just enough to confirm the logo/text and position with the customer.
Add stock reservation
Tells the sorting/picking screens what an order needs from stock β the CRM will match it automatically by product, colour and size.