Dashboard
When: Every morning to prioritize the day.
How: Check pending orders, overdue payments, and top sales.
Avoid: Do not check only revenue: also check statuses and margins.
Feature playbook
When to use each module, with practical method and mistakes to avoid.
Products
When: When receiving new stock or changing prices.
How: Update visuals, pricing, and availability before sharing.
Avoid: Avoid vague descriptions and outdated pricing.
Orders
When: As soon as a customer confirms on WhatsApp.
How: Create the order, set status and delivery date.
Avoid: Do not wait until end of day to record it.
Payments
When: For every deposit or final settlement.
How: Record amount, date, and payment method.
Avoid: Avoid external notes not synced with the system.
Customers
When: After each purchase or important request.
How: Update useful information for targeted follow-up.
Avoid: Do not keep follow-ups only in memory.
Public page
When: Before every WhatsApp/social campaign.
How: Check visual consistency, contacts, and featured products.
Avoid: Do not share a link without a quick mobile test.
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