Settings
Which services this account is wired to, and what this app is.
This account
Everything below is described for this account specifically — services are wired per person.
- Signed in as
- rep@atlantica.example
- What you can see
- Everything in the company, and you can look at it as any rep.
- Where the numbers come from
- The Atlantica sample company, held in memory. Nothing you do is saved.
To connect one of these to your own system, go to Wiring.
For how the rest of Bisbe is put together — what every door talks to, and what it keeps — see Wiring, across all seven doors.
Stock
Sample dataWhat is on hand, what is already spoken for, and holding or releasing it as an order moves.
Checks a line, holds stock when an order is approved, releases it if the order is cancelled, and takes it off the books when it ships.
See what Stock takes not in this demoOrders
Sample dataDrafting an order, sending it on, and cancelling it. Safe to retry — a repeat never becomes a second order.
Drafts, submits (safe to retry — a repeat never becomes a second order), lists a property's history, and cancels.
See what Orders takes not in this demoShipping
Not built yetFreight terms, an arrival estimate, and where a shipment has got to.
Not built yet. Nothing on any screen shows a shipping estimate.
See what Shipping takes not in this demoDirect sales
Not built yetSales made straight to the people who finally buy a piece, and the shops that carry the line.
Not built yet. Direct sales do not appear on any timeline.
See what Direct sales takes not in this demoIssues
Not built yetOpening and closing an issue raised by a business you sell to.
Issues are kept as records today, but nothing opens or closes one from here.
See what Issues takes not in this demoEmail
Not built yetDrafting a message, sending it once someone approves, and pulling it back.
Not built yet. Drafts you see in the queue were written into the records, not generated on the fly, and nothing is ever sent.
See what Email takes not in this demoText messages
Not built yetReading an incoming reorder from a buyer and replying to it.
Not built yet.
See what Text messages takes not in this demo
The people you work with can have their own way in — placing orders themselves and checking what they ordered before, without ringing you.
You open it for one customer at a time, from their own record.
Open it from someone’s record → opens here
Who can have a portal
- People who buy from you
They buy from you, and their way in hangs off their customer account — the invitation goes to the address already on it. They see their orders, their prices and what is covered; they can ask, order, and claim on anything faulty; their account’s rows only, answered by the account’s rep. Several buyers can share one account.
This is the way in that runs today — the register above counts these people. - People you buy from
You buy from them, and their way in would hang off a supplier record — invited to the address on it, seeing your purchase orders and the dates they are due, confirming shipments, their supplier’s rows only, answered by the buying desk.
Not yet. A fact about us, and it changes — nothing about these people rules it out. - People who work for you
They work here, one person to one record on your team — added by the owner, never invited by email, seeing the jobs assigned to them and updating their own rows only, answered by the owner.
Not yet. A fact about us, and it changes — nothing about these people rules it out. - A team here
They work here on a named team — added by the owner from your own people, working the team’s queue together: asking, answering, and passing work on, the team’s queue only.
Not yet. A fact about us, and it changes — nothing about these people rules it out. - Members of the public
They bought something of yours in a shop. Nothing here holds their address, because there is no record of them — so there is no invitation that could ever be sent.
A second way in, not this one. A fact about them, and it does not change.
Inviting and withdrawing in bulk rather than one record at a time. The register above shows where things stand; changing them still happens on each record.
See what this will look like → opens hereWhat this app is
A CRM for a resort-wear house that sells to properties across the Caribbean, Mexico and Florida — built for a rep working from a phone, in a lobby, with a buyer standing in front of them.
What makes it different from a notebook is that it knows what is actually in stock. A quote is priced and checked against the real book as you build it; approving an order holds those pieces; shipping takes them off. So the number on the screen is the number in the room.
When the app drafts something for you — an order from a text message, a follow-up after a visit — it never sends it. It queues it, you read it, and you decide. Everything it does is written down with the handle that undoes it, on the Activity screen.
Not here yet
Named rather than hinted at, so nothing on this list is a surprise.
- Coming soonTalk instead of typeSpeak a quote or a visit write-up and have it captured.
- Coming soonAsk the records a questionAsk in plain words instead of building a filter.
- Coming soonWork with no signalWrite up a visit offline and have it send itself later.
- Coming soonUndo in one tapReverse something the app did straight from the record of it.
- Coming soonYour own calendarPut a visit, a ship window or a decision date into the calendar you already keep — nothing here writes to one.
- Coming soonAdd to your home screenOpen this app like an app rather than through a browser. The Bisbe site you came in through already installs; this door does not yet.