Roadmap

What the product does today, what we’re building next, and what we’re thinking about.

No dates: we’d rather ship than forecast. Everything under Available now works today, in the product, for every vendor. Everything under Building next is decided. Everything under Exploring is a direction, not a promise.

Available now

Quoting to payment, in one system.

Grouped the way a vendor thinks about the work, not the way the code is organised.

Quoting

Quotes with more than one option

Offer two or three ways to buy on one quote. The customer picks in the portal, the choice is recorded, and the option they chose becomes the order.

Engagement on every quote

See when the link was opened and how long the customer spent on each option, so a follow-up call starts from what they actually looked at.

Every line knows its source

A quote line is from stock, in hand, purchased to order or drop-shipped, and the document says which.

Margin beside every line

The people allowed to see cost see the margin as they price, and a quote under the floor you set is flagged before it goes out.

The customer portal

A portal, not an attachment

The customer opens a link, enters a code from their email, and sees their quotes, orders, documents and messages in one place. No account to create.

Approval with a signed record

The customer approves a quote in the portal and receives a record of what was agreed, with the version they approved preserved.

Messages on the quote

A conversation that lives on the quote itself, so the question and its answer stay with the thing they are about.

Their own inventory

A customer sees what they own, what they hold and what they rent from you, from the same portal.

Payments reported from the order page

A customer reports a bank transfer with its reference and proof of payment, and you verify or reject it against the invoice.

Orders and fulfilment

Orders raised from the quote

An approved quote becomes an order without retyping, carrying the customer, the lines and the prices.

Stock reserved when the order is made

Converting a quote reserves its lines in the warehouse that holds them. Shipping draws the reservation down; cancelling releases it.

Ship in parts

Ship the lines you have and the order keeps track of what is still to follow.

Returns with inspection

A return is received, each item is inspected with photos, and a disposition is recorded for it.

Rentals

Rental contracts with their own billing cycle, and customers reminded before a rental is due back or renews.

Purchasing and stock

Purchase orders

Raise a purchase order, send it as a branded PDF, and receive against it shipment by shipment.

The supplier invoice checked against the order and the receipt

Enter the supplier’s invoice and it is matched against what was ordered and what arrived before the order is closed.

Stock per location

Stock is held per warehouse. Available means on hand minus what is already reserved, so the next quote sees what is really free.

Serialised units

Track individual units by serial number, with custody recorded as a unit moves through sale, repair and return.

Product bundles and variants

Sell a kit as one line, and hold a product in its sizes and colours as variants of one item.

Money

Invoices raised from the order

The invoice carries the same lines, prices and reference as the order, so there is less to get wrong.

Payments matched to invoices

Record a payment against its invoice; the balance and what is overdue update from the ledger, not from a status someone set.

Credit terms per customer

Each customer carries their own payment terms and credit limit.

Payment reminders that send themselves

Overdue invoices get escalating reminders on a schedule, without anyone remembering to chase.

Prices per currency

A price in a second currency is entered, not converted, because a price is a commercial decision. The exchange rate is for reporting.

Documents

Branded documents, designed once

Quotes, invoices and purchase orders carry your logo, colour and typeface, with the blocks you choose, set up once per document type.

Packing slips from the order

A packing slip made from the order’s own lines, with no prices on it.

Customers

Leads that become customers

Track a lead through stages, and convert it to a customer without re-entering anything.

Support tickets

A customer raises a ticket from the portal and the conversation is kept with their record.

The team

Roles and permissions

Built-in roles, with permissions per team down to whether someone may see cost at all.

Sharing by team

Customers, leads, orders and quotes are visible to the team that owns them, and can be shared to another.

Incoming work assigned automatically

New orders are assigned by the rules you set the moment they are created.

Building next

Decided, in rough order.

Short on purpose. The value of this list is that everything on it happens.

  • Custom line items A line on a quote or order that is not a product in the catalogue: a service, a call-out, a one-off.
  • Vendor application and approval New vendors apply, and a person reviews the application before a workspace is opened.
  • Guided onboarding A first-login setup that walks a new vendor through their currency, their team and their first products.
  • Storage as a billable line File storage counted and shown as one of the capacity lines a plan is made of.
  • Credit notes Reverse all or part of an invoice, with the tax given back at the rate it was charged, tied to the invoice it corrects.
  • Split shipments One order fulfilled from more than one warehouse, each part with its own slip and tracking.

Exploring

Directions, not features.

Things we are thinking about with the first customers. None of these is a commitment.

  • Contract and signature workflows Agreements that need more than one signature, in an order, with each step recorded.
  • Customer-side approval policies Rules a customer sets for who on their side may approve what, and above what value.
  • Support ticketing, deeper Queues, ownership and response targets on top of the tickets that exist today.
  • Document design, further More layouts, more control over what prints where, and the packing slip in the studio.