Admin workspace

Workflow QA

Admin home Reports Pricing Activity Safety Net SanMar MSRP Users End-to-end workflow hardening
1

System Health

Run this first. It checks the core services the team depends on before orders start moving.

System health not checked yet.

2

Test Order Checklist

Run one complete order through quote, files, Square, production, and archive before adding new features.

Workflow QA not checked yet.

Start test order Production queue Customers Activity log
3

Hardening Order

Use this sequence after the test run exposes the real friction.

Quote AccuracyPricing, quantity breaks, discounts, tax, guardrails, Square totals.
Admin SettingsDefault tax, statuses, production steps, fees, and business rules.
Production WorkflowDue dates, urgency, assignments, files, checklist progress, ready status.
Customer IntelligenceSpend, category mix, common products, notes, tax files, default discount.
ReliabilityBackups, exports, audit coverage, permissions, daily business snapshot.
Square And Email PolishCustomer-facing estimate, invoice, and notification consistency.
4

Workflow Checks

Mark each check as pass, needs work, blocked, or not run. Add notes when something feels off.