Products

The process

Every product moves down these steps in order.

What it records

These fields come with the template. Add your own, rename them, or delete the ones you do not use.

• Nametext
• Descriptionnotes
• Pricenumber
• Photofile
• GST appliesboolean

Step by step

The documentation below ships with the template. It is what your team reads on the step itself while they are doing the work, not a manual filed somewhere else.

1. 01

   For sale

   On the online order page right now.

   Required before the job can move on

   • Name
   • Price

   Also on this step, but optional: Description, Photo, GST applies.

   Purpose

   Every product on this step is on your online order page, at the price shown here.

   What to fill in

   • Name is what the customer sees. Keep it short: "Flat white", "Sourdough loaf".

   • Price is what the customer pays, including GST, in dollars (e.g. 4.50).

   • Description is optional: one line about size, ingredients or what's included.

   • Photo is optional but sells. The first JPG, PNG or WebP image is used.

   • GST applies: leave it ticked or blank for normal items. Untick it for GST-free items (some basic foods, for example), so the invoice splits GST correctly.

   Rules

   • A product with no price is left off the order page rather than sold for nothing.

   • Changing a price here changes it on the order page straight away. Orders already paid keep the price they were paid at.

2. 02

   Not for sale

   Kept, but not on the order page.

   Required before the job can move on

   • Name

   Purpose

   Products you don't sell right now: sold out, seasonal, or retired. They stay here with their history and price, and come back by moving them to For sale.

Other templates

• SalesTrack deals from first contact to closed-won.
• New Hire OnboardingFrom signed offer to a productive team member.
• Repair JobsWorkshop intake → quote → repair → pickup.
• Support TicketsInbound issues from triage to resolution.
• Project ScheduleMilestone-driven projects, visualised on the Timeline.
• ContactsOne place for the people and companies you deal with.
• OrdersPaid online orders, from new to collected.
• Maintenance RequestsEvery site's requests, from reported to signed off.
• Site Safety InspectionsBook it, walk the site, action every hazard, sign off.
• Tenant Maintenance RequestsLodged, owner approved, tradie booked, done.
• Event BookingsEnquiry to wrap-up, with the venue locked in first.
• Student EnrolmentsEnquiry, trial lesson, enrolled, term report.
• Home Care Client IntakeReferral, assessment, care plan, services, review.
• Production OrdersOrdered, made, QA checked, dispatched. Nothing ships unchecked.