New Order
Fields marked * are required
Order Queue
Red = over the stage time limit (File Set 24h · In Production 7 days · Production Complete 24h · Packed 24h)
📒 Order Book
End of the day: one line per customer who paid a token / 20% advance / cash to book. So nobody is forgotten before their order is saved.
File Set
Download the design → make the print-ready file → upload it + a proof per product → Send for approval. When the customer approves, it goes to production by itself. Red = over 24 hours on our side.
Production
Download the print-ready file · add notes as the job moves · upload the finished video · Production Complete. Red = more than 7 days in production.
Production Complete
Send the video + balance message · mark balance received · move to Packed. Red = more than 24 hours since production finished.
Packed & Dispatch
Tick the parcels → 🧾 4×6 invoices → 🚚 enter weight & size → create Delhivery shipments (or dispatch by Porter / hand). Red = packed more than 24 hours ago.
Pipeline
Drag an order card to another column to change its stage · red = over the time limit
Analytics
Sales performance, product mix, and source breakdown
Analytics Locked
Enter your password to view Analytics
| ID | Date & Time | Client | Product | Value | Advance | Source | Status |
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Settings
Configure sync, products, and preferences
Settings Locked
Enter your password to open Settings
Google Sheets is the live database. Every save goes straight to the sheet, and every computer auto-refreshes every 10 seconds. Nothing is stored only on this computer.
Send this link to customers. They fill Name, Phone, Address and Pincode, then send the details back on WhatsApp. Paste that message into the Shipping Address box in New Order — it fills everything automatically.
Every submission is also saved in the Address Forms tab. If the customer forgets to send it, just type their WhatsApp number in New Order and the address fills itself.
Only products in this list can be selected in New Order. For a new kind of order, add the product here first. Each product is tracked separately in Analytics, even when several are sold in one order.
One-tap notes Rayyan can add to an order in the Production tab (each one is saved with the time and his name).
Order IDs look like CC-501-DKT. The number goes up by one with every order and is never reused. Set where it starts (e.g. 1 or 500) before go-live.
When an order is saved, the customer gets the "order booked" WhatsApp with their tracking link. The API key stays inside Google Sheets — it is never sent to anyone's computer.
Paste the API token from Delhivery One → Settings → API setup. It is saved only inside Google Sheets and is never sent to anyone's computer. Do not press "generate new token" in Delhivery — the old one stops working straight away (then paste the new one here).
Paste the System User token (Meta Business Settings → Users → System users → Generate token, permissions ads_read + ads_management, never expires). It is saved only inside Google Sheets and is never sent to anyone's computer — never paste it anywhere else.
Checked every hour and sent only between 10 AM and 8 PM. Each customer gets at most one review request in 30 days. Re-order reminders go only if the customer has not ordered again, and never for old orders (no flood when you switch this on). Needs the template names in the WhatsApp card above.
One-click copy of the old shipping portal sheet into the Shipping History tab. When a WhatsApp number is typed in New Order (or a packed order has no address), the last address used for that number is offered. Every parcel shipped from the CRM is added here automatically. Running it again only adds new rows.
Every Sunday night a full copy of this Google Sheet (all orders, customers, team, settings) is saved in Customized City CRM — Weekly Backups in your Google Drive. Only you can see it. The newest 12 copies are kept (about 3 months). If the sheet is ever damaged or rows are deleted by mistake, open the latest copy.
Each order gets its own folder "CC-501-DKT — Client" inside Customized City CRM — Order Files in the Google Drive of the account that owns the sheet. Folders are moved to Drive trash automatically after the number of days below (Drive keeps trash for 30 more days).
Everyone logs in with their own ID. Changes to access apply straight away — no need for them to log in again. Disabling someone logs them out on every computer.
| Name | Login ID | Role | Access | Status | Last login |
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| Time | Who | Action | Order | Details |
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