Delivery and payment tracking system - For small shops and cafes

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This base has been made as a template for any small shop to arrange and manage deliveries to their customers:

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I built this is light of the increased need for small businesses to operate effectively and safely during the covid-19 outbreak.

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The "Orders" table

4 view which each serve an individual process to keep things simple:

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Public order form - Gather all order details efficiently

  • Embed order form or add link to order on your existing website in minutes
  • Send link via email, text whatsapp for out to customers to create their own orders directly into your database (This has been designed to be flexible and works well on mobile too)
  • You can also this to enter orders that come in over the phone or via email quickly

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Delivery Status - Manage processing orders and deliveries simply

  • Keep track of orders and easily drag and drop orders to move them along the pipeline.
  • Flexible to add additional steps

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Payment status - Avoid losses and embarrassing double billing

  • Keep track of which orders have been paid for
  • Easily mark how payments were made (Card, paypal, cash etc)

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Database View - Powerful overview and tools to filter transactions and export data.

  • Add additional fields based on requirements (eg. assign a employee to an order)
  • Ability to integrate with additional apps via Zapier or ITTT

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The "Stock" Table

Flexible and expandable database of items in stock

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Database view - View stock and add prices to items to save time pricing each order

  • Price each item once to save time
  • Add additional columns and views to manage stock levels (This is not included as most people want this custom) -

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For support just email max@sebsartlist.com or tweet @hitmaxup.

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Updated March 21, 2020 at 2:04 PM
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Max Mallows

Founder of Seb's Art List Power user of airtable for just about everything.
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Delivery Status
Payment Status
MasterView
Database