Quick Actions

Quick Actions turns your live data into a document in a few clicks: pick a data source, pick what to do with it, done.

Data Sources

Build a report from any of your live data sets:

  • Stock Orders – weekly stock order counts and totals
  • Bookings – booking records with customer info
  • Clients – customer contact information
  • Invoices – invoice records and amounts
  • Flavour Usage – flavour selection counts
  • Package Usage – package selection breakdown

Where It Goes

Once generated, send the document wherever it's needed:

  • Email via Mail App – opens Mail with the attachment ready to send
  • Print – sends the document straight to your printer
  • Download – saves the file to your device
Weekly ritual

A common pattern: every Monday, generate the week's stock order report and print it for the prep bench — thirty seconds, and the whole team works from the same numbers.

Next Steps