Orders
| Owner ↕ | Customer ↕ | Product ↕ | Weights ↕ | PO # ↕ | PO Distributed ↕ | Invoiced ↕ | Order Date ↕ | Due Date ↕ | Pack Slip ↕ | Data Pack Req ↕ | Data Pack Com ↕ | Packed ↕ | QC Doubled ↕ | Paid ↕ | Shipped Date ↕ | Notes | Tasks | Docs |
|---|
Task Triggers
Auto-created when order fields change
Paid → Yes — creates "Arrange Shipment" task assigned to order owner · High priority
AUTOPacked → Yes — creates "Send Data Pack to Customer" task assigned to order owner · Medium priority
AUTODue Date within 7 days — creates "Order Due Soon" task assigned to order owner · High priority (checked on load)
AUTOAll Tasks
Documents
0 files
Upload to Job
Or drag & drop files here
Shipped Orders Archive
0 orders
Orders are moved here automatically when Shipped Date is set. All linked documents and completed tasks are preserved.
No archived orders yet
Inbound / Outbound Shipments
Track shipments separately from the hotlist. Use this for raw material deliveries (Inbound) or finished product shipments (Outbound) that don't tie to a specific PO.
| Direction | Customer/Vendor | Product | Weights | Tracking # | Carrier | Ship Date | ETA | Status |
|---|
Notification Recipients
Auto-synced from Team tab · add people there
EmailJS Configuration
Payment template vars:
Task template vars:
{{customer}} {{product}} {{po}} {{owner}} {{due_date}} {{to_email}} {{cc_emails}}Task template vars:
{{task_title}} {{task_assignee}} {{task_priority}} {{task_due}} {{task_order}} {{to_email}}
TASK NOTIFICATION TEMPLATE ID (can be same or different)
Recipients are managed in the Team tab. Set each member's notification preference there.
Email Log
No emails sent yet
Team Roster
Add team members here. They will be available to select as assignees in trigger rules and as notification recipients.
| Name | Phone | Role | Notifications |
|---|
Database Settings
Firebase Connection
Connected: —
Seed Initial Data
Push default TPW orders to a fresh database only.
My Name (for task assignment)
Current: —
Permissions
Lock or unlock sensitive actions
These are fallback defaults applied when nobody is signed in. Per-person permissions (which override these) are managed in the Team tab — edit any team member to set their role and unlock specific actions.
Trigger Rules
When an order field changes to the specified value, a task is automatically created and assigned. Toggle rules on/off or edit them any time.