TEMPLATE · OPERATIONS

Orders and purchasing template

Customer orders to get out of the door, purchase orders to chase, and the suppliers behind them. Add it to your workspace and it starts with your own data.

Orders and purchasingExample data
NumberStatusTotalOrdered on
#10482New3,4001 Nov
WH-2207Processing168,00030 Oct
#10479Ready to ship4,20031 Oct
WA-0331Processing45,60029 Oct
#10476Shipped2,90028 Oct

WHAT'S INSIDE

Laid out and ready on day one.

5 pages your team opens every day, each with the views it needs.

Page · 01

Orders

  • Headline figures
  • Board of orders
  • Sales by week
  • Due out in three days
Page · 02

Purchasing

  • Headline figures
  • Board of purchases
  • Awaiting delivery
  • Spend by month
Page · 03

Suppliers

  • Table of suppliers
  • Yearly spend by category
  • Contracts ending in 60 days
Page · 04

All orders

  • Table of orders
Page · 05

Purchase orders

  • Table of purchases
  • Raise a purchase order

FILLED FROM YOUR APPS

Starts with your own data.

When you add it, pick where its records come from. Cadr brings them in and keeps the tool up to date as new ones arrive.

  • Orders from your shop

    Every WooCommerce order of the last weeks, and every one still open.

    From WooCommerce

  • Orders sent by email or WhatsApp

    Customers who order by sending a purchase order or a message.

    From Gmail, Outlook or WhatsApp

  • Purchase orders and invoices from your inbox

    What we ordered from suppliers, from POs sent and invoices received.

    From Gmail or Outlook

  • Suppliers from Tally

    Everyone in the books we buy from, with what we paid each this year.

    From TallyPrime

  • Suppliers from your inbox

    The companies we buy from, with contacts and terms, from their emails.

    From Gmail or Outlook

ON YOUR DASHBOARD

Its numbers, where you look first.

Add the tiles that read this tool to your dashboard, and they follow every change your team makes in it.

Orders to fulfil

7To fulfil
KSh 311,000Value
1Late

Supplier deliveries due

4On order
KSh 774,500Value
1Overdue

Figures from the template’s example data

Start from the Orders and purchasing template

Add it to your workspace, choose where its data comes from, and your team can work in it today.