Daily rhythm

Setup is done once. This is the part you do every day. The product is built around one loop, and once your shop is in the loop the software mostly gets out of the way.

enquiry -> quote -> order -> artwork approved -> print -> QC -> dispatch -> invoice -> paid

A day in the shop

When	Who	What
Open up	Owner or manager	Dashboard. What is late, what is due, what is waiting on a customer
Morning	Sales	Quotes: new enquiries out, old ones chased
Morning	Art	Artwork: proofs out, approvals in, revisions turned around
All day	Floor	Production board or an operator station, advancing jobs by scan or drag
All day	Floor	Time clock on and off jobs
As stock lands	Production	Purchase orders: receive deliveries
Afternoon	Packing	QC, pack, dispatch. The invoice issues itself
Weekly	Finance	Invoices: chase what is overdue
Weekly	Production	Inventory: low stock, suggested POs
Monthly	Owner	Reports: margin, labour, commission, top customers

What fires by itself

Once you are set up, these happen without anyone clicking anything, which is most of the value:

Trigger	What happens
Order created	Thank-you email to the customer
Proof sent	Approval email with a signed one-click link
Customer approves	Confirmation email, and the job moves to your print queue
Order enters production	Stock for the order's SKUs is deducted, writing to the movement ledger
Order dispatched	Dispatch email and SMS with tracking, invoice issued and emailed
Invoice due	Reminder email with a pay link
Proof unapproved too long	Chase email
Quote unaccepted too long	Follow-up email
Any stage change	Any webhook subscriber is notified
Stock at reorder point	The SKU is flagged, and Suggest from low stock will draft a PO

The three screens most shops live in

Dashboard in the morning. It answers "what should I worry about today" in one view: orders today, in production, awaiting approval, stock alerts, today on the press, and the activity feed.

Production board during the day. Five columns, drag or scan to advance, every move recorded with who and when.

Quotes whenever the phone rings. A quote takes about ninety seconds once your pricing rules are in.

Everything else you visit when you need it.

Keeping the data honest

Three habits separate shops that trust their numbers from shops that do not:

1. Advance jobs when they actually move, not at the end of the day. Scanning takes two seconds and keeps the board, the customer emails and the stock ledger all true.
2. Never edit an on-hand count to make it match. Use Adjust stock with a reason, or a cycle count. The ledger is what makes stock explainable.
3. Clock on and off jobs. Without it, your margin reports are gross margin only, and the labour-heavy jobs stay invisible.

Next

Start with the dashboard, or jump to whichever screen you need from the sidebar.