BW Joinery

BWJ ERP

BW Joinery Factory

BWJ
BWJ Tracker
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My Time

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History

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Inventory

Total

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Value

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Low Stock

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0 leaves

Total Items

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Stock Value

$0

Low Stock

0

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Reservations

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Purchase Orders

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Consumption Log

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Active

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Partial

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Items

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0 reservations

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Partial

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Total Items

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Door Lines

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Draft

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Value

$0

0 orders

Draft

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Sent

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Total Value

$0

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Order Items

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Sales

Last synced: --
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Drafts

$0

Revenue MTD

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Outstanding

$0

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Job Documents

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Sales

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Payroll

Reports

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Admin

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Suppliers

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Leaf Database

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Door Patterns

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Invoice Settings

Configure which product type prefixes route to the H (Homeview) invoice when splitting D/H jobs.

Enter the product type prefix (text before the colon in line descriptions) and press Enter to add. e.g. HOMEVIEW CAVITY SLIDER

Business rules the AI reviewer checks against when reviewing invoices. One rule per line.

Application Guide

Overview

BWJ ERP is a workshop management app for time tracking, door leaf inventory, reservations, and purchase orders.

Factory — Timer + History

Production — Timer + Inventory + History

Admin — All features including Reports, Staff, Suppliers, Leaves & Patterns

Time Tracking

  1. Enter or scan a Job Number (e.g. D8577, H8109)
  2. Select a Task from the grid (CNC, Assembly, etc.)
  3. Tap Start to begin timing
  4. Tap Stop when finished — entry is saved automatically

Timers persist if you close the app. Entries sync when online and queue offline.

Barcode Scanning

From Timer: Scan a barcode to auto-fill the job number field, then select a task and start timing.

From Inventory: Scan a job barcode to look up its reservation and consume stock items against it.

Inventory

The Inventory screen has three tabs:

Stock — View current leaf stock levels. Use Search to filter, +/- buttons to quick-adjust quantities, or Add to create new stock entries.
Reservations — View reservations created by the Glide webhook. Tap a reservation to see door line details, matched leaves, and consumption status. Colour codes: green = reserved from stock, blue = PO created, red = no match found.
Purchase Orders — View auto-generated POs for shortfall items. Each PO shows supplier, items, matched leaf with price, and status.

Automated Workflow (Glide Webhook)

When an order is submitted in Glide, the webhook automatically:

  1. Parses door lines from the product list
  2. Filters doors by job prefix (H = Homeview only, D = everything else)
  3. Matches each door to a leaf in the database by description, pattern, and size
  4. Reserves matching stock (deducts from available inventory)
  5. Creates Purchase Orders for any shortfall items (not enough stock or no exact match)
  6. Sets material required date to 7 days before the job due date

Consuming Stock

  1. Go to the Inventory tab and tap the Scan button
  2. Scan the job barcode (e.g. D8577)
  3. The app looks up the reservation and shows reserved items with remaining quantities
  4. Adjust quantities if needed, then tap Confirm Consumption
  5. Stock levels are updated and items are marked as consumed

History

View your past time entries. Tap any entry to edit the job number, task, start/end time, or add a comment. You can also add manual entries using the + button.

Reporting (Admin)

View stock summaries and time tracking reports. Filter by date range, staff member, or job number. Export data as needed.

Admin Panel

Staff — Add staff members with name, email, and role (Factory/Production/Admin). Assign specific tasks per staff member.
Suppliers — Manage supplier contacts, emails, account numbers, and lead times. Import/export via CSV.
Leaves — Database of door leaf products with item ID, description, pattern, size ranges, price, and supplier. Import/export via CSV.
Patterns — Door routing patterns (e.g. Flush Panel, VGrooved, Merivale). Non-Flush-Panel patterns match to VGrooved leaves. Import/export via CSV.

How Leaf Matching Works

When a door comes in from Glide, the system matches it to a leaf in the database using these criteria:

  1. Description — Bidirectional word match (all words must appear in both the parsed door and the leaf record)
  2. Pattern — Flush Panel/FP/F/P matches Flush Panel leaves; all other patterns match VGrooved leaves
  3. Size — Door height/width must fall within the leaf's min/max range

Example: "WR Hollow Core Deluxe PQ" will NOT match "Hollow Core Deluxe PQ" because "WR" is missing from the leaf description.

Consume Stock

Job Number

Edit Entry

Add Time Entry

Staff member added

Share this code with the staff member

Assign Tasks

Staff member

Unchecking all tasks gives the user access to every task.

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