Shop Management

The Shop section in TimberCloud provides a comprehensive suite of tools for managing your production workflow, from receiving orders through shipping finished products. It serves as your central hub for tracking orders through production stages, managing quality control, handling packaging and shipping logistics, and monitoring inventory levels.

Overview

Access the Shop section from the Shop tab in the main navigation. The Shop is organized into four main areas:

Location-Based Workflow

TimberCloud supports multi-location operations. Throughout the Shop section, you'll find a Location Selector that allows you to:

• View a specific location - Filter all data to a single shop/fulfillment location
• View all locations - See combined data across your entire operation

Note: Locations are configured in Settings → Company → Locations. If you don't have any shop locations set up, you'll see a prompt to create one.

Order Lifecycle

Orders flow through the Shop in a defined sequence. Each stage has its own management tools:

┌─────────────────────────────────────────────────────────────────────────┐
│                           ORDER LIFECYCLE                                │
├─────────────────────────────────────────────────────────────────────────┤
│                                                                          │
│   📋 Ordered                                                             │
│      ↓  [Mark "In Production"]                                           │
│                                                                          │
│   ⚙️ In Production ──────→ Progress through Stations                    │
│      ↓  [All stations complete → Move to Inspection]                     │
│                                                                          │
│   🔍 Inspection (QC) ────→ Inspect line items                           │
│      ↓  [Mark complete]                                                  │
│                                                                          │
│   📦 Completed ──────────→ Configure packaging                          │
│      ↓  [Ready to ship]                                                  │
│                                                                          │
│   🚚 Ready to Ship ──────→ Book shipment, print labels                  │
│      ↓  [Ship]                                                           │
│                                                                          │
│   📍 Shipped/In Transit ─→ Track delivery                               │
│      ↓                                                                   │
│                                                                          │
│   ✅ Delivered                                                           │
│                                                                          │
└─────────────────────────────────────────────────────────────────────────┘

Order Tracking Dashboard

The Order Tracking page (Shop → Tracking) is your primary production management tool. It displays real-time metrics and provides tabs for each order stage:

Dashboard Metrics

At the top of the page, you'll see key metrics:

• Pending Orders - Orders waiting to enter production
• In Production - Orders currently being manufactured
• In Quality Control - Orders awaiting inspection
• Late Orders - Orders past their due date

Tab Navigation

→ Full Order Tracking Documentation

Quality Control

The Quality Control system ensures products meet your standards before shipping:

1. QC Dashboard - View all orders ready for inspection
2. QC Detail Page - Inspect individual line items
3. Mark Complete - Progress orders to packaging

When an order is marked complete after QC:

• Status changes to "Completed"
• Order appears in the Shipping Dashboard's Packaging tab
• Packaging configuration becomes available

→ Full QC Documentation

Shipping Dashboard

The Shipping Dashboard (Shop → Shipping) handles the logistics of getting orders to customers:

Workflow Stages

Key Features

• Smart package optimization
• Multi-carrier rate shopping (FedEx, UPS, USPS, LTL Freight)
• In-app label generation
• Real-time tracking integration

→ Full Shipping Documentation

Inventory Management

The Inventory page (Shop → Inventory) provides location-based stock tracking:

Features

• Location filtering - View inventory for specific locations or combined
• Search & filter - Find items by name, category, or stock level
• Low stock alerts - Identify items needing replenishment
• Category grouping - Organize by product attribute

What Gets Tracked

• Product option inventory - Stock levels for product variations
• Product addons - Inventory for add-on items

→ Full Inventory Documentation

Build Sheets / Cut Sheets

Throughout the Shop section, you can access Build Sheets (also called Cut Sheets) for any order:

• Click the eye icon next to an order to preview the build sheet
• On desktop, this opens a preview modal
• On mobile, the PDF opens directly in a new tab

Build sheets provide detailed production instructions including:

• Line item specifications
• Dimensions and measurements
• Material requirements
• Special instructions

Quick Actions

Moving Orders to Production

Individual Order:

1. Go to Shop → Tracking → Pending Orders
2. Click the + icon next to the order

Bulk Move:

1. Select multiple orders using checkboxes
2. Click "Move to Production" button
3. Confirm the action

Progressing Through Stations

1. Go to Shop → Tracking → In Production
2. Click station checkboxes to mark completion
3. When all stations are complete, click + to move to QC

Completing QC

1. Go to Shop → Tracking → QC (or Shop → QC → Order)
2. Review and inspect line items
3. Click the checkmark to mark complete

Permissions

Access to Shop features is controlled by role permissions:

Contact your administrator if you need access to Shop features.

Next Steps

• Order Tracking - Monitor production progress
• Quality Control - Inspect and approve orders
• Shipping - Package and ship orders
• Inventory - Track stock levels
• Order Settings - Configure stations and statuses