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Shop-floor and manager tools on the quote list. Open this any time from the sidebar (Workshop Manager Manual). Accounts export help is section 8 below (also opened from Accounts export Manual). After a site update, use section 9 to hard-refresh so you get the latest files.

Tab bar layout

Left: Sales Pipeline · Orders · Workshop · Dispatch · Supplier Orders.
Right: Accounts export.

History is no longer a main tab — it sits as a sub-tab under Orders (Orders | History).

1. Workshop — row burger menu

Go to VIEW EXISTING QUOTES, then Workshop (or Orders).

Each row has a three-line burger. Day-to-day actions open from the burger (no Technical side panel):

• View Order — order lines for this sale.
• Notes — Workshop, Build, and Delivery notes (stored in workshop_mgr, not on the customer quote).
• Allocate Stock, Picking List, Packing List, Delivery Label, Delivery rates.
• Stock Manager — opens the stock app in a new tab.
• Horse / Cow / Dog Colour when the order needs a mannequin colour map.

2. Picking & packing

Use Picking List from the burger for the pick / build sheet (print or email). Use Packing List for dispatch packing.

3. Delivery labels

From the burger, open Delivery Label. Delivery notes (when set) print on labels.

4. Workshop dropdown (Orders)

Accepted → Processing → On Hold → Ready to dispatch (waiting to leave) → Dispatched (gone) → Cancelled.

5. Workshop tab

Same quote list, tab Workshop.

Workshop schedule — Accepted, Processing, On Hold, Ready (click column headers to sort Order / ETC / ETD). Print list / Email available. Job icon opens the job card. Click a row for line items, contact, and address.

Allocated stock — expand for SKUs committed on in-play builds (Postgres allocate).

5b. Supplier Orders tab

Parts used (Qty used · Already reordered · Still to reorder) and Purchase Orders. Mark reordered after you place a supplier order; Create POs from parts used when ready.

6. Dispatch

Ready and Dispatched orders with ETD, journey status, and address warnings. Empty ETD shows a dashed box — click to set.

On each Dispatched board row, View in Orders / View in Workshop jump to that order and highlight the row.

7. Send email (Actions burger)

The burger next to Edit on the row — not the Workshop burger. Open Send for PDF preview / Gmail draft.

8. Accounts export (Xero)

Right-hand tab Accounts export.

Lists orders whose Workshop status is Ready to dispatch or Dispatched only.

1. Paste Default AccountCode and Default TaxType exactly as in Xero (browser only).
2. Tick orders. Use Lines to preview CSV rows. Shipping is its own line when present.
3. Download CSV, then optionally mark as exported. In Xero: Sales → Invoices → Import (match tax exclusive/inclusive).
4. Reset to awaiting only if marked by mistake before the invoice is in Xero — this does not change Xero.

Contact names should match Xero. Invoice numbers must be unique. Dates are DD/MM/YYYY for UK orgs.

9. After an update — hard refresh (Chrome)

When new workshop or accounts features are uploaded, your browser may keep an old cached copy. Use a hard refresh so you load the latest scripts and styles.

1. Press F12 to open Developer Tools (must stay open for the next step).
2. Right-click the circular refresh icon in the address bar (left of the URL).
3. Choose Empty cache and hard reload.
4. You can then close Developer Tools (F12 again, or the ×).

On a Mac use Cmd+Option+I instead of F12 if needed. A normal refresh (F5 / Ctrl+R) is often not enough after a deploy.