Ward OS

£87,400

Open pipeline

3

Open quotes

4

Open orders

2

Invoices unpaid

6

Pairs available

2

Active builds

3

Stock alerts

3

Demos deployed

Open orders

Ref	Customer	Model	Value	Status	ETA
WS-0024	Conran Shop	Model 6 — Satin Black	£7,600	Ready to ship	20 Mar
WS-0023	Andertons	Model 6 — Natural Oak	£3,800	In production	28 Mar
WS-0022	Thomas Warren	Model 6 — Pantone 282C	£2,000	Deposit pending	Apr
WS-0021	Studio Wired	Model 6 — Walnut	£4,200	Quote sent	TBC

Alerts

Sales pipeline

8

Prospect

3

Quote

4

Order

2

Invoice

2

Shipped

Active builds

BLD-041 Natural Oak65%

BLD-040 Pantone 282CBlocked

This month

Revenue£5,800

Pairs shipped3

Avg margin62%

Builds done2

Finished stock

Model / Finish	In stock	Reserved	Available

Follow-ups due

Contact	Stage	Due

—

Open quotes

—

Total quoted

—

Accepted

—

Awaiting response

Quote ref	Customer	Model / finish	Qty	Value	Status	Sent	Expires	Notes

—

Open orders

—

Open value

—

Ready to ship

—

In production

Order ref	Customer	Model / finish	Qty	Value	Status	Required by	Country

—

Invoices YTD

—

Unpaid

—

Outstanding

—

Paid YTD

Invoice ref	Order ref	Customer	Amount	Issued	Due	Status	Notes

—

Shipments YTD

—

Ready to dispatch

—

In transit

—

Delivered

Ref	Order ref	Customer	Courier	Tracking	Dispatched	Status

0

Returns YTD

0

Pending inspection

0

Refunds issued

Return ref	Order ref	Customer	Model	Reason	Received	Status	Resolution
No returns on record

—

Active builds

—

Blocked

—

Pairs completed YTD

Build ref	Model	Qty	Status	Progress	Builder	Started

—

Open POs

—

Committed spend

—

Urgent reorders

PO ref	Supplier	Items	Total	ETA	Status

SKU	Part name	Description	Qty / unit	Unit	Type	Supplier	Unit price	Line cost (pair)	Lead	MOQ	Notes
Parts COGS per pair

10

Finished pairs

6

Reserved

4

Available to sell

3

Demo pairs out

Finished goods

Model	Finish	In stock	Reserved	Available	Demos out	Last build	Notes

23

Components

14

Good stock

6

Low stock

3

Critical

Component stock

All

Good

Low

Critical

SKU	Component	Type	On hand	Unit	Reserved	Available	Reorder at	Status	Supplier

Code	Name	Country	Contact	Email	Website	Currency	Payment terms	Lead (days)	Account ref	Notes

SKU code	Supplier code	Supplier name	Price	Currency	MOQ	Lead (days)	Last quoted

All

Customers

Prospects

Press

Name	Company	Type	Country	Stage	Follow-up	Email

3

Units deployed

1

Overdue return

1

Active loan

2

In-house

Demo units — deployed

Demo units — in-house

Model / Finish	Condition	Available for	Last used
Model 6 — Pantone 282C	Excellent	Customer demos, photography	10 Mar 2026
Model 6 — Natural Oak (proto)	Show use only	Shows, exhibitions	Feb 2026

suppliers CSV

supplier_codePK

supplier_nameTEXT

country / currencyTEXT

payment_termsTEXT

typical_lead_daysINT

parts CSV

sku_codePK

part_name / descriptionTEXT

quantity_per_unitREAL

active_supplier_codeFK → suppliers

active_priceREAL

supplier_pricing CSV

sku_code + supplier_codePK (composite)

supplier_price / currencyREAL / TEXT

moq / lead_time_daysINT

last_quotedDATE

products

product_idPK

model_name / finishTEXT

rrp_gbpREAL

quotes

quote_idPK

quote_refTEXT (QT-XXXX)

contact_idFK → contacts

status / expiresTEXT / DATE

converted_to_order_idFK → orders

orders

order_idPK

order_refTEXT (WS-XXXX)

contact_idFK → contacts

quote_idFK → quotes (nullable)

status / required_byTEXT / DATE

invoices

invoice_idPK

invoice_refTEXT (INV-XXXX)

order_idFK → orders

amount_gbpREAL

status / due_dateTEXT / DATE

shipments

shipment_idPK

order_idFK → orders

courier / trackingTEXT

dispatched_at / statusDATE / TEXT

returns

return_idPK

order_idFK → orders

reason / resolutionTEXT

received_atDATE

builds

build_idPK

build_refTEXT (BLD-XXX)

order_idFK → orders (nullable)

product_idFK → products

status / progress_pctTEXT / INT

purchase_orders

po_idPK

po_refTEXT (PO-XXX)

supplier_codeFK → suppliers

status / expected_deliveryTEXT / DATE

contacts

contact_idPK

name / companyTEXT

type / pipeline_stageTEXT

follow_up_dateDATE

demo_units

demo_idPK

product_idFK → products

contact_idFK → contacts

sent_out / return_dueDATE

Bidirectional — import & export ↑↓ Round-trip safe

Parts / BOM

↑↓

Export → fill prices, lead times → reimport. Upserts on sku_code.

Suppliers

↑↓

Export → fill contacts, terms → reimport. Upserts on supplier_code.

Supplier Pricing

↑↓

Export → update prices, MOQs → reimport. Composite key.

Export only — system-managed ↓ Read-only snapshots

Quotes↓

Manage via UI to preserve quote→order flow.

Orders↓

FK links to contacts and products.

Invoices↓

Generated from orders via UI.

Shipments↓

Dispatch records linked to orders.

Builds↓

Stock deducted on completion.

Contacts↓

Pipeline stages managed in UI.

Finished Stock↓

Calculated from builds and shipments.

Component Stock↓

Adjusted via goods received and builds.

Demo Units↓

Log-out and returns managed in CRM.

Bidirectional CSV column reference

parts.csv

suppliers.csv

supplier_pricing.csv