SHOP OVERVIEW
Store performance
Track pending approvals, the fulfilment pipeline, and what needs attention today.
Order pipeline
Needs attention
SHOP CUSTOMERS
Customers
Approve registrations, manage accounts and price lists.
Pending
All customers
Categories
Pending approval
All customers
Pricing categories
CATALOG
Products
Manage the catalog, pricing, stock and category zoning.
Catalog
Shop order
Categories
Price lists
Catalog
The three price listsEach customer is on one list. The default list is used when a customer has none.
Prices by product
Quick fill: set
to
% for the products shown
Nothing is saved until you press Save price changes.
Shop order The order customers see products in the shop, within each category
Drag a product by its handle, or use the arrows. Categories appear in the shop in their own order, set under Categories. Hidden products keep their place for when they come back.
Product categories
ORDER MANAGEMENT
Orders
Review, approve and track every wholesale order.
All orders
FULFILMENT
Deliveries
Accept, pack and confirm collection or delivery.
Orders awaiting fulfilment
LOGISTICS
Stock transfers
Stock moving between stores and factories. Add a transfer to a route in the Route Planner so it goes out with the day's deliveries.
Transfers
SETUP
Payment types
How customers can pay. Banking details are never shown in the shop; they're supplied on the invoice.
Payment types
Invoicing
Accepted orders are emailed here so your accounting system can raise the invoice. The email lists the customer, billing address, payment type, every line and the totals, with the lines attached as a CSV file.
Separate several addresses with commas.
SETUP
Stores
Stores customers can be linked to and collect from.
Stores
Store types Segment stores by type, e.g. Retail or Express
SETUP
Zones
Delivery and sales zones used by customers, stores, products, vehicles and route plans.
Zones
Customer delivery options
Customers choose at checkout between free collection from a store in their zone and free delivery to their address. Customers can collect from any store in their zone. Deliveries in a zone all go out from one delivery store, and each zone has its own free delivery distance; set both with Edit on the zone above. Delivery is free within that distance of the zone's delivery store, measured in a straight line from the store's map position. Further away, a zone can charge its own delivery fee up to a furthest distance. Zones without a delivery store or distance don't offer delivery.
SETUP
Entities
Legal or trading entities, e.g. Aqua Vida, Winelands, West Coast. Link stores, vehicles and drivers to an entity to filter by it.
Entities
SETUP
Setup check
Shows which parts of the database are set up, and gives you the one script that sets up anything missing.
- Click Copy setup script.
- Open the Supabase SQL editor for this project, paste and press Run.
- Come back and click Check again.
The script is safe to run any number of times. It only adds what's missing.
Features
Things to tidy up
Move category pricing to price listsCategory pricing is replaced by price lists
SETUP
Staff
Who can sign in to Shop Admin, and access requests waiting for approval.
Access requests
Invited Waiting for them to request access
Staff
What each role can open
CATALOG
Media Library
Upload product photos once, organise them by category, and select them from any product.
Upload images
Library
CUSTOMER COMMUNICATION
Message Centre
Control the copy customers see when their account is limited, and post announcements to the shop.
Account messages
Announcements
Account-state messages
Announcements
DELIVERY FLEET
Vehicles
Vehicles, their load capacity, zone and entity.
Vehicles
DELIVERY FLEET
Drivers
Drivers and the vehicles they're assigned to.
Drivers
DELIVERY FLEET
Trips & distance
Trips created from the Route Planner, sent to drivers and completed, plus distance per vehicle.
Delivery trips Create trips from a plan in the Route Planner
Log a trip by hand
Distance report
All trips
PLANNING WORKSPACE
Route Planner
Try out stops, loads and vehicle combinations, then save the plans worth keeping.
Planning only. Nothing here dispatches a vehicle or changes an order until you press Create trip. That sends the route to Trips & distance, where it's sent to the driver and completed.
Saved plans
Start pointWhere the vehicle leaves from
Stops
Vehicles Tick the vehicles to use
How to route