ABOUT SHSQ

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ABOUT US

Eileen has worked as a Designer for over twenty years in Chicago and the UK.  Trying to solve her own problem of tracking and managing complex design orders is the impetus for creating the SHSQ management platform.  Dan has worked as a ....

WHAT IS SHSQ

SHSQ is a management and tracking tool for custom design orders.  The SHSQ platform provides all users with a place to share and update all the details and actions required, from conception to delivery, of complex orders. 

Create + Track Orders + Quotes

GENERATE QUOTES OR ORDERS AUTOMATICALLY ON SHSQ

Select a product from your catalogs (you can create a new product instantly if it does not exist), click 'create orderand an order or quote is generated automatically on SHSQ. 

 

Orders are also generated instantly when a client submits a quote or order request directly from your SHSQ product page.

Order comprises product image + name, as well as auto-populating your client information including the contact person, project + ship to details.

 

Add customizations + upcharges, add to a cart and send. 

 

Your client can now access the order online, edit or confirm their details and order customizations, and proceed with the order.

RECORD + TRACK APPROVALS ON SHSQ

Record and track items for approval In the APPROVALS section of each order.  Track and update the status of samples + strikeoffs with tracking link to shipping.  Upload drawings for approval.  Items are approved or declined online and shared with everyone - you, the client and the vendor.

RECORD + TRACK CUSTOMERS' OWN MATERIALS

Material ID section captures details of customer's own material, leather or trim.  Details captured include link to product page, product image, application information as well as tracking link to shipment of material. Estimates or material required can be added along with other pertinent notes.

MESSAGING

Each order contains a messaging section where you can communicate directly with the client or vendor on the particular order.  It also enables you to add internal notes and documents that can be shared with other staff.

CARTS

Individual orders are added to Carts where shipping, taxes and other charges are calculated.  Send out email notifications for payment requests for deposits and balances which will link directly to the cart.

Request confirmation of Terms + Conditions from your client.  Display updated Lead Times and shipment information for everyone.

EMAIL NOTIFICATIONS

Email notifications of orders created, or actions required, link your client directly to the online transaction where they can instantly respond or take action.  

CONVERT ORDER TO PURCHASE ORDER

Create a Purchase Order from the existing Sales Order.  Add or edit purchase order details and use the 'calculator' to convert the sales price to the purchase price.   Email notification to your vendor links directly to online order. 

Manage all your Transactions with Dashboards

DASHBOARDS

Track the status of all quotes, orders and purchase orders on the SHSQ dashboards.  All 'actions required' can be found under a specific 'Actions' tab.  All orders that have shipped will be found under the 'Shipments' tab.  Track requests for memos under the 'Memos' tab.  Orders can be filtered by lead time, status, client, vendor or product.

Reports can be generated according to vendor, client, product or timeline.

Create Profile + Manage your Business on SHSQ

BUSINESS PROFILE

Create your business profile and include all your contact details.  You can add details regarding your Terms + Conditions or any other policies you wish to share.  Create your own business branded messaging on all your notifications and promotional messages.

Upload videos or images to your gallery regularly to share new collaborations or products or just good news. 

Display all your own catalogs and products as well as any represented lines.  Link to other vendors who carry your own products in different markets.  See below regarding Products and Catalogs.

YOUR STAFF INTERACTING ON SHSQ

Add your staff and their contact information.  Your staff can update their information and upload their photo to their profile.  Relationships are important in the design business so assign staff to accounts so everyone knows who to contact regarding transactions or enquiries

CLIENT MANAGEMENT DASHBOARD + ACCOUNTS

You can create Client Accounts as you need them or you can upload a bulk file of all your clients.  The Account captures client status, terms, client notes, business type, and you have the ability to assign staff to each account.  The Account page is for your eyes only and client will not be able to view any of these details or notes.  See below for details of Client Profile. 

Create your own status labels and use the Client Dashboard to filter accounts by status or business type.  You will shortly be able to broadcast promotions or news using the Dashboard.  You can also receive account applications from potential clients through SHSQ and, from the dashboard, you can accept + decline these requests according to your own criteria.  See below for Tax Exemption status. 

CLIENT PROFILES

All business profiles on SHSQ have the same format and are managed by the actual business once they take ownership of their own profile.  Once you create your Client's profile you can invite your client to manage their own details.   Client can now keep information current on their contact details, their up to date tax exemption certificates, and upload current staff images and details. 

TAX EXEMPTION STATUS

Account Applications made through SHSQ include a tax exemption section to include current certificate and acceptance of tax exemption status.  SHSQ tracks the up to date status of tax exemption certificates.

VENDORS

All business profiles on SHSQ have the same format, including your vendors, and display their contact details and upload current staff images and details.   

Dashboards enable easy management of transactions

Your Products + Catalogs

CREATE A PRODUCT

Add new products or edit existing ones easily easily if you do not have access to a product catalog. or create your own 'brand' products. Simply add Brand name, Product name, Product code, and image if available, to create a new product. 

If you represent products that are not on the SHSQ system you simply 'create a product' any time, adding brand name, product name, code, and an image if available, and product will now display under your products tab.   

CATALOGS

Upload your existing catalogs onto SHSQ or easily create seasonal catalogs to highlight different products.  Create catalogs to display off the floor products or for whatever reason you want to promote any items.  

 

When you upload or create catalogs on SHSQ, you enable orders to be instantly generated and auto-populated with your product image + information - whether created by you or from a client request from the catalog page.

 

As a Brand, the vendors representing you can submit their orders through your SHSQ site so that you can manage all your incoming orders through your SHSQ dashboards.     

Dashboards enable easy management of transactions

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