End-to-end order lifecycle platform — from customer inquiry to delivery confirmation, replacing spreadsheets with one integrated system
Core Tech
Orders were managed manually across spreadsheets and disconnected tools, with no centralized visibility into pipeline, margins, or delivery status. Supplier coordination and fulfillment planning required manual effort at every step, and there was no structured way to confirm deliveries or collect customer feedback.
The central hub of the platform, managing the full order lifecycle — from customer inquiry to delivery confirmation and post-delivery claims. All teams work within a single Airtable interface with role-specific views: sales managers handle orders and quoting, the fulfillment team manages procurement and supplier coordination, delivery supervisors confirm shipments from mobile, and management monitors performance through built-in reports. n8n orchestrates the automations connecting this hub to Shopify, Bitrix24, WhatsApp Business API, and the payment processors.
The system covers five core processes: Order Intake & Sales Pipeline, Fulfillment & Procurement, Delivery & On-site Supervision, Claims Management, and Reporting & Plan vs. Fact.
Orders enter the system from two channels: the Shopify storefront and WhatsApp consultations. Shopify orders sync automatically to FullFlat Operations via Airpower. WhatsApp inquiries — typical for high-ticket and customized furniture orders — are handled by sales managers directly in the system. The manager selects products, auto-calculates margin and cost, generates a proforma invoice with a payment link, and creates a visual moodboard from PIM product images to send to the client for approval.
Once payment is confirmed, orders split automatically into separate Fulfillment Orders — one per supplier — each with its own cost, status, and timeline. The Fulfillment Calendar gives the team a visual view of every order in progress, enabling cost and delivery-time optimization per item.
When goods are ready, the system consolidates items from multiple suppliers into a delivery. An on-site supervisor receives a Delivery Task with a full list of items. During delivery and furniture assembly, the supervisor marks each item as delivered or not delivered with a reason — directly from the Airtable mobile app. A photo report is uploaded on-site. After delivery is complete, the system collects a customer satisfaction rating (CSAT). Delivery photo reports are used to generate customer reviews through FullFlat Reviews.
Post-delivery claims are managed through a dedicated interface linked to the original order. For each claim, the system automatically calculates refund and replacement amounts per line item, tracks claimed vs. paid amounts, and generates a Claim Statement document for the customer. Returned items are logged and routed back into inventory, keeping stock records accurate after a return.
A dedicated dashboard breaks the monthly sales plan down into a daily cumulative target and tracks two live cumulative curves against it — sales revenue and cash-in amount — automatically calculated through backend automations. Management sees Sales Plan, Sales Fact, Cash-In Amount, and Sales Progress as live KPIs, with a cumulative Plan vs. Fact chart giving an at-a-glance read on whether the month is on pace.
22
Connected tables
23
Active automations
13
Role-specific interfaces