Corporate giveaways and printing
MSATECH Operations
A printing business taking orders through Messenger, pricing them by hand, and tracking deposits in a notebook. The brief was to put the whole job in one place without changing how the shop already works.
- Time to build
- Two to three weeks
- User accounts
- Ten, sized to headcount
- Access
- Per employee, owner holds everything
- Devices
- Desktop, and installs on a phone
Before
Inquiries arrived in Messenger and Viber and stayed there. Pricing was worked out on a calculator and sent back as a message, so the only record of what was quoted was the thread it was quoted in.
Deposits went into a notebook. Whether a job had been chased, and when, lived in whoever had sent the last message.
After
An inquiry is a record. It becomes a quotation with line items, delivery, and VAT, and the quotation becomes an order with a deposit logged against it.
The dashboard opens on the most urgent thing: what is confirmed, what has been collected, what is still owed, and which quotations have gone quiet.
What a job passes through
Inquiry
A message from Messenger or Viber becomes a record with a customer, a quantity, and a note.
Quotation
Line items, delivery charge, and VAT are priced and the quotation is sent.
Order
An accepted quotation becomes an order, with the deposit logged against it.
Production
The job joins the floor queue, priority first, with a promised date attached.
Payment
The balance is tracked to delivery, and what is still owed stays on the dashboard.
The system, screen by screen
The full walkthrough, just under two minutes. Every name and figure on screen is sample data.
Signing in
Staff sign in with their own account. The owner sets and resets those from the Team screen.
The dashboard
The most urgent thing sits at the top: what is confirmed, what is collected, and what is still owed.
Inquiries
Everything that came in through Messenger or Viber, in one list, with what was asked for.
Raising a quotation
A customer, what they asked for, quantity, and where it came from. Nothing retyped.
Pricing
Line items, delivery, and VAT calculated to a total that matches what the client is sent.
Follow-ups
Quotations that have gone quiet surface on day three, then every four days after that.
Production
The floor queue, priority first, with what to print and how long is left.
On a phone
The same system, installed on a phone, for the people who are not at a desk.
What was handed over
Source code, hosting, database, and accounts, in the client’s name. Ten user accounts with permissions set per employee and the owner holding every feature. Documentation, and training for the people who use it daily. The same system installs on a phone from the browser, so the floor is not tied to a desk.
Your business does not work like a printing shop.
Which is the point. The five stages are the same everywhere, and what sits inside them is not. Describe how yours runs and you will get a straight answer on what it would take.
No package prices. Every project is quoted after a free consultation.
