Builders' merchants, butchers and printers

Where

Verticals → Hardware & Building

Plan

Growth and above

Feature

Verticals → Hardware

Three packs of back-office records. All are built, and all keep the money at arm’s length.

Pack	Screens
Hardware & Building	Contractor Accounts, Cut-to-Length Rules, Bulk Pricing Tiers, Yard Locations, Material Quotes, Delivery Tickets
Fresh Food	Cut Specifications, Daily Prep Batches, Weighed Sale Lines, Shrinkage Logs
Print & Signage	Print Jobs, Press Schedule

Builders’ merchants

Three of these six screens change nothing

Bulk pricing tiers do not change the price. Set “100 bricks → 0.42 each” and the till still charges the ordinary catalogue price. Nothing reads the tier. Use a real price list instead.

Cut-to-length rules do no arithmetic. No cut fee is added, no waste factor is applied, no minimum length is enforced. It is a notebook page.

A contractor account is not a credit account. Its credit limit is a different field from the one credit control actually uses, so setting 5,000 here will not stop a 6,000 credit sale. The trade discount is read by nothing too. Set real credit terms on the customer record.

Yard locations are a standalone list — stock cannot be assigned to a yard bin. Use locations for stock that must be held separately.

Material quotes

You can build a quote with lines, and change its status through Quote → Approved → Invoiced → Expired → Cancelled.

Marking a quote “Invoiced” invoices nothing

There is no invoice, no sale and no stock movement behind that status. It is a label you set on a row.

And unlike every other industry document, this screen has no Settle action at all — the ability exists in the system but no button reaches it. A material quote can never become a sale from the app.

Ring the order up separately at the till.

Lines can only be added after the quote is saved, and can be added or deleted but never edited. The Total amount is typed by hand and never reflects the lines.

A delivery ticket does not move stock. Marking one Delivered writes the status and does nothing else.

Butchers and greengrocers

Where

Verticals → Fresh Food

Plan

Growth and above

Feature

Verticals → Freshfood

How to bill weighed goods

1. Go to Verticals → Fresh Food → Weighed Sale Lines and add a line per item: the product, the gross and tare weights, the net weight, the unit price and the subtotal.
2. When you are ready to bill, click Settle to sale on the toolbar.
3. Pick the company and location and confirm.
4. Go to Sales and post the draft it created.

Every number is typed, and nothing is checked

Net weight is not gross minus tare, and the subtotal is not net × price. All five figures are independent boxes, and there is no scale connected and no till link — a weighed line is typed in after the fact.

Settle bills net weight × unit price; the subtotal you typed is ignored.

Settle sweeps up everything, not just today

Settle to sale groups every unbilled weighed line ever recorded at that location into one sale. There is no date filter.

Settle at the end of every day, or the first time you press it you will bill weeks of lines in one go.

Shrinkage and prep batches touch nothing

A shrinkage log records that you threw 12 kg away and does not adjust stock. Your stock figure is unchanged. Follow it with a real stock adjustment.

A daily prep batch consumes no ingredients and produces no stock. Marking one Discarded or Sold out has no effect on anything.

Cut specifications — target weight, tolerance, yield — are reference data that nothing validates against.

Note that shrinkage logs and weighed lines are deleted permanently, with no recovery.

Print shops

Where

Verticals → Print & Signage

Plan

Growth and above

Feature

Verticals → Print

1. Go to Verticals → Print & Signage → Print Jobs and create the job.
2. Re-open it to add Materials and Proofs.
3. Type the Total.
4. Use Settle, then post the draft sale.

Materials are never consumed

The material lines on a job — substrate, ink, quantity, unit cost — reduce no stock and cost nothing. They are a note of what you used.

The job’s Total is typed by hand; nothing computes it from the materials, the size or the quantity. Settle bills that one figure as a line called “Print job”.

There are two routes to “Delivered” and only one bills

Settle bills the total and marks the job Delivered. Change status → Delivered just writes the status and bills nothing. They look the same afterwards.

And if no default service item is configured, or the Total is blank, Settle marks it Delivered, creates no sale, and still reports success.

The press schedule is a list, not a calendar. There is no timeline view, no clash detection — two jobs can be booked on the same press at the same time — and marking an entry Done does nothing to the job.

Approving a proof does not move the job along either.

Two things true of all twelve screens

• Any status can be set from any other. There is no enforced order anywhere.
• Nothing on these screens calculates a money amount. Every total, subtotal and fee is typed by a person.

Related

• What “Settle” does
• Adjustments