Core concepts
The records rastr keeps, how each leads to the next, and the three user roles.
Updated
Your shop
Each shop is its own company in rastr. Your customers, products, documents and settings belong to your company and are never mixed with another shop's.
- People: the users on your team, each with a role.
- Catalog: your products, with their printers, cutters, cutting methods and media.
- Settings: taxes, shipping methods, payment methods and the job board columns.
- Integrations: QuickBooks Online on the Business plan.
The chain of documents
Work moves through four records, each made from the one before.
Quote
The offer. A quote is draft, sent, approved, declined, expired or void. The customer can accept or decline online.
Sales order
The agreed work. Create it from an approved quote or start one directly. A sales order is draft, in progress, completed or void.
Invoice
What the customer owes. You make it from a sales order. Its paid state follows the receipts on it: unpaid, partially paid or paid, or void.
Receipt
A payment against an invoice. Voiding a receipt puts the amount back on the invoice's balance.
Line items and jobs
A line item is one product on a quote or order, with its quantity and price. When you invoice a sales order, each line item gets a job number and the order moves to in progress. A numbered line item is a job: it appears on the job board, where you move it between columns and assign it to someone.
Roles
Every user has one of three roles. Each role can do everything the one before it can.
Member
Sees customers, quotes, orders, invoices, receipts and the job board, and moves jobs along.
Manager
Everything a member does, plus creating and editing customers, quotes, sales orders, invoices and receipts, and creating job orders.
Admin
Everything a manager does, plus users, products, taxes, printers, cutters, job board columns, company settings, integrations and the reports.