Modular Kitchen Software Views for Each Role

Five kinds of people touch a kitchen project, and none of them needs the whole record. Each opens the screen their own work runs on.

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What each person opens

One project, five ways of reading it.

Owner

Every kitchen by stage, designs waiting on a client, factory load, purchase commitments and the balance due from each project.

Designer

The measurement sheet, the revisions they have drawn, finish and hardware selections and the quote versions sent to their clients.

Measurer or site supervisor

Visits booked for the day, the sheet to fill at the flat, and the readiness check before a dispatch is cleared.

Factory and store staff

Cutting lists, job cards for units in hand, hardware to issue against a project and material running short.

Accounts staff

Stage invoices, receipts, supplier bills and the client ledger. Nothing from the drawing board.

How rights are given

Rights are granted person by person from a list your owner controls, and one person can hold more than one role in a small showroom. A designer may be allowed to discount up to a limit and no further. A store keeper can issue hardware without seeing what the client was charged. Changes to rates, hardware lists and payment stages are usually kept with the owner. Every edit carries a stamp.

Where the roles meet

Measurement to design

The sheet the measurer filled opens as the base for the layout, so a wall is measured once.

Approval to factory

Marking a revision approved and entering the advance is what puts a cutting list in front of the workshop.

Dispatch to accounts

Units leaving the workshop and the kitchen being handed over are the points where stage invoices fall due.

What the role setup does not do

It does not hide a project from the owner
Multiple showrooms share one client list unless you ask otherwise
Which fields each role may edit is settled with you
Staff attendance and payroll are separate products

FAQ

Frequently asked questions

Can a designer see another designer projects?

Only where you permit it. The default shows a designer their own clients, while the owner reads all of them.

Does a carpenter need a login?

Not always. Many workshops put one tablet or screen on the floor, and the factory in-charge marks stages for the team.

Can a store keeper be kept away from prices?

Yes. Issue and receipt screens can be opened without client rates being visible on them.

Who may change the hardware and rate lists?

Usually the owner, and the right can be extended to one more person. Our staff also update lists when you send them.

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