Trade orders, from customer to dispatch.

Dockets brings customers, products, pricing, orders and dispatch into one workspace. Here is what each part does, in depth.

The weekly dispatch board

The heart of Dockets: a Monday to Sunday board of everything going out. Double click an order to open it, mark orders packed and dispatched as the day moves on, and find any order in seconds by typing its reference number. Past weeks stay as your record; future weeks show standing orders already filled in.

Monday to Sunday grid of every order
Packed and dispatched tracking per order
Search by order reference, customer or product
Standing orders appear automatically in future weeks

Week of 6 Oct

Dispatch

Customer	Mon 6	Tue 7	Wed 8	Thu 9	Fri 10
The Corner Café	24 Dispatched	·	18 Packed	·	30 Pending
Harbour Deli	·	40 Dispatched	·	36 Pending	·
Northside Bistro	12 Dispatched	12 Packed	12 Pending	12 Pending	16 Pending

dockets.dev/dispatch

Delivery run for your van

Everything your driver needs for the day on one phone screen. Orders are grouped into stops with each customer's address and delivery notes. One tap opens directions in Google Maps, one tap calls the customer or sends a WhatsApp heads up that you are on the way, and marking a stop delivered updates the dispatch board back at base.

Today's stops grouped by customer
One tap directions, phone calls and WhatsApp messages
Delivery notes and order items on every stop
Anyone with dispatch access can use it, no extra driver seat

Delivery run

Friday 6 Nov, 3 stops

1. The Corner Deli

14 High Street, Frome

Side door, ring bell

Delivered

2. Hartley's Cafe

2 Market Place, Bruton

Before 8am please

DirectionsCallWhatsAppMark delivered

3. Mill Lane Farm Shop

Mill Lane, Castle Cary

Leave with Sue

DirectionsCallWhatsAppMark delivered

Works on any phone, no driver seat needed

dockets.dev/run

Self service order links

Give every trade customer their own private order link. Send it by email or straight to their WhatsApp in one tap. They open it on their phone, see your products at their own agreed prices, pick quantities and a delivery date, and send. The order lands straight on your dispatch board, marked as ordered online, and you get an email so you know to pack it.

One link per customer, no login or app needed on their side
Customers see their own prices, never your list prices
Repeat last order button for regulars
Send the link and order updates on WhatsApp from your own number
Regenerate or switch off a link at any time

Alba Bakery

Your agreed prices; delivery Wed 8 Oct

Sourdough loaf

£2.40

× 10

Seeded rye

£2.60

× 4

Croissant

£1.10

Send order

dockets.dev/order/a8f2…

Jobsheets and delivery notes

Every order prints as a clean one page jobsheet for the kitchen or workshop, with the customer, products, quantities and your internal notes. When the order goes out, switch to the delivery note: the same sheet without prices or private notes, with a signature line for whoever receives the goods. Delivery notes can be emailed to the customer automatically the moment you mark an order dispatched.

One page A4 prints, no browser headers or blank pages
Order reference printed on every sheet, searchable in the app
Delivery notes hide prices and internal notes
Automatic delivery note email on dispatch, sent once per order

Delivery note

#846C5A08

The Corner Café; Wed 8 Oct

Sourdough loaf× 10

Seeded rye× 4

Croissant× 4

Received bySignatureDate

One clean A4 page; no prices on delivery notes

dockets.dev/orders; print

Production planner

Plan the week and the month in one place. The planner shows orders per day, a calendar with units and dispatch progress per day, and a products per week table. Click any day to see exactly what still needs making, product by product, alongside that day’s orders.

Monthly calendar with orders, units and dispatch progress
Click a day for a make list of units per product
Products per week table for ingredient planning
Orders per day chart to spot your busy days

October

Planner

Product	Wk 41	Wk 42
Sourdough loaf	12	16
Seeded rye	8	10
Croissant	20	24
Baguette	14	12
Focaccia	6	8

dockets.dev/planner

Stock tracking with low stock alerts

Turn stock tracking on for any product and Dockets keeps the count for you. Stock is deducted the moment an order is dispatched and restored if you undo it. When a product falls to your alert level you get one email and one notification in the app, then silence until you restock.

Optional per product, off by default
Deducted on dispatch, restored if you undo it
One email and one in app notification per low cycle
Quick restock buttons and a low stock filter

Products

Sourdough loaf

alert at or below 10

−+

Seeded rye

alert at or below 10

Low

−+

Croissant

alert at or below 12

Low

−+

Deducted on dispatch; one alert per low cycle

dockets.dev/products

Invoice export for Xero and QuickBooks

Turn the week's dispatches into a file your accounts software reads straight away. Choose the dates, your VAT rate and your own invoice number prefix, then download a CSV laid out for Xero or QuickBooks Online. Every line comes across with products, quantities, prices and customer details, so nobody types orders in twice.

Import layouts for Xero and QuickBooks Online
Your own invoice prefix, such as DKT or DCL
Batch numbers and best before dates carried on each line
Option to include dispatched orders only

Week of 6 Oct

Export invoices

XeroQuickBooks Online

Prefix

DKT

VAT

20% on income

DKT-1042The Corner Café£184.20

DKT-1043Harbour Deli£312.00

DKT-1044Northside Bistro£96.50

Ready to import; no retyping or double entry

dockets.dev/dispatch; export

Bring your spreadsheets with you

Start with your data instead of starting from scratch. Upload a spreadsheet of customers or products, check the suggested column mapping, preview the first rows and choose how duplicates are handled. Nothing is saved until you confirm.

Smart column mapping for common spreadsheet names
Preview before anything saves
Skip or update duplicates by name, or SKU for products
Downloadable templates to get the format right

Check the columns

Company

maps to name

Contact number

maps to phone

Postcode

maps to delivery postcode

Preview; The Corner Café; Leeds

3 new; 2 already exist; 0 skipped

dockets.dev/customers; import

Batch numbers and best before dates

Add an optional batch number and best before date to any order line. Both print on the jobsheet and the delivery note, so your kitchen knows what to make and your customers get the traceability they ask for. Leave them blank and the lines stay as clean as before.

Optional batch number and best before per order line
Printed on jobsheets and delivery notes
Dates set in your day first DD/MM/YYYY format
Blank lines stay exactly as they were

Jobsheet

#1001

The Corner Café; Wed 8 Oct

Sourdough loaf× 10

Batch B42; Best before 08/10/2026

Seeded rye× 4

Best before 09/10/2026

Croissant× 4

Batch B43

Batch and best before print on jobsheets and delivery notes

dockets.dev/orders; print

And everything around it

Standing orders

Some customers order the same thing every week. Save it once as a standing order and Dockets fills in future weeks automatically when you view them on the dispatch board. Running the same week twice never creates duplicates, and each generated order is a normal order you can still edit.

Pick days, products and quantities once per customer
Future weeks fill themselves in as you open them
Generated orders use the customer’s agreed prices
Edit or pause a standing order whenever things change

Customer and group pricing

Trade pricing is rarely one price list. Set an agreed price per customer for the products you’ve negotiated, or set one price per group such as Wholesale or Distributor. When you create an order, Dockets picks the right price automatically: the customer’s agreed price first, then their group price, then your list price.

Agreed prices per customer, per product
Group price lists for tiers like Wholesale or Distributor
Automatic price resolution on every new order
Override any line by hand when you need to

Customer records and history

Every customer has a full page: delivery addresses, contacts, their group, agreed prices, standing orders and their complete order history. See what they ordered, when, how much, and whether it went out, plus totals across the relationship.

Full order history per customer, newest first
Delivery addresses and contacts in one place
Order links, standing orders and agreed prices together
Totals across the whole relationship

Metrics and lapsed customers

Know which customers are drifting away before they’re gone. Dockets flags customers who haven’t ordered in a week, three weeks or a month, and shows monthly order value, popular products and purchasing patterns, so you can pick up the phone at the right moment.

Lapsed customer flags at one week, three weeks and one month
Monthly order value and trend charts
Popular products and purchasing patterns
Export to CSV or PDF for your records

Team access and permissions

Invite your team with exactly the access they need. Each person gets their own sign in, and you choose who can view, edit or delete orders, customers and products. Staff send order emails from your connected mailbox, and only owners see billing and settings.

Per person view, edit and delete permissions
Invite by email, access enforced in the database
Staff send from the business mailbox, not their own
Only owners see billing and workspace settings

Send from your own email

Order confirmations and delivery notes go from an address your customers recognise. Connect Google Workspace or Microsoft 365 with one click, or send from your own domain. Replies come straight back to you, and if nothing is connected, Dockets sends from its own branded address so nothing is ever stuck.

One click Google Workspace and Microsoft 365 connection
Own domain sending for full control
Branded fallback so emails always go out
Customers reply directly to your inbox

See how this fits your business: B2B order management, wholesale order management or your industry.

See it with your own orders.

Free for 14 days, no card needed. Then £39/month or £390/year.

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