A tour of your dashboard, by following one order through it

The sidebar has fifteen tabs. Instead of naming them all, this guide walks one order through your shop from the moment someone messages you to the moment you know what you made on it. You will meet each tab where it actually comes up, and you will see that most days you only touch two of them.

The two you will live in are Today and Orders. Everything else is either something you set up once and stop thinking about, or something you open when you want a specific job done.

Before anything: set your prices once

Open Pricing first, before your first order. This is your rate card: what you charge per thousand stitches, your hooping fee, your minimum, your digitizing fee. Every quote Broidry builds pulls from these numbers, so you set them once instead of redoing the math on every order.

Supplies is the other setup tab. It holds your blanks and what each one costs you. You do not have to fill it in to start, but the moment you do, your quotes include your real garment cost and your profit numbers become accurate.

Someone messages you: Leads and Orders

A message on Facebook is not an order yet, it is a maybe. Those live in Leads: a chat you pasted in, a question from your shop page, someone who built a design and did not finish. Every lead comes with a follow-up already written for you, so answering it is reading it and hitting send rather than starting from a blank box.

When the maybe becomes real, it moves to Orders. This is every order you have, from the one that arrived a minute ago to the one you shipped in March. Open any order and everything about it is on one page: what they want, the whole message history, the quote, what they have paid, and anything still missing.

That last part is the one worth knowing about. If the customer never told you a size or a thread color, the order says so at the top, and Broidry writes one message that asks for all of it at once, so you can ask one time instead of going back three separate times.

Before you stitch: Mockups and Designs

Mockups is the Mockup Studio. You put their name on the actual product in the actual font and thread colors, and send it. They approve it on their phone, and the spelling is their responsibility now instead of yours. That approval is what prevents stitching a misspelled name.

Designs is where your stitch files live, with a photo of each one, its true stitched size, and a note of which thread colors you used last time. When a reorder comes in six months later, the answer to which thread you used is already written down.

Designs earns a second job once you are ready for it: the ones you choose can be offered on your shop page, so a buyer picks a design, picks a garment, and orders the pair without you building a separate product for every combination.

Making it: Production and Today

Production is your make list in the order things are actually due. Broidry uses your machine speed and each design's stitch count to sort what goes on the machine next and to show whether Friday is realistic.

Today is the page to open first each morning. It does not list everything; it lists what needs you right now: anything running late, any quote waiting to go out, anyone you are waiting to hear back from, and what is on the machine this week.

After it ships: Money and Customers

Money is what came in, what is still owed, and what the work actually earned after the blank and the thread. That last number is only accurate when Supplies is filled in.

Customers is your customer book. Every person, every past order, so when someone comes back wanting the same thing in a different color, it is one tap instead of a search through your messages.

The tabs for growing, when you want them

Products is what your shop page sells: photos, colors, sizes, where the embroidery goes, and the price. Storefront controls how that page looks and reads. Together they are your website, and you can ignore both until you want customers ordering without messaging you.

Group orders turns one product into a team store. You send one link, every person picks their own size and name and pays for their own, and you get one production sheet at the end.

Drops is for a themed collection with a closing date, like a holiday run that stops taking orders on the fifteenth.

Marketing is the tab for when you want more work rather than more organization: post drafts about pieces you have finished, review requests, package insert cards, and reminders to customers who have not ordered in a while.

Down at the bottom

Ask Broidry answers questions about your own shop in plain words, like which thread you used on a past order or how many hats you made last month. Import brings your history in from another platform, so your customer book and past sales are not starting empty. Help and feedback goes straight to the people who build Broidry. Billing has your plan and every fee written out. Affiliate is there if you want to refer other embroiderers and earn a share. Security is your sign-in settings.