● Handbook
FurnFlow documentation
Everything you need to run a furniture business on FurnFlow — sell it, fulfil it, service it, and buy the stock to do it again. Each topic has its own page with the workflow, the record lifecycle, the fields, and exactly who can do what.
🧭 How FurnFlow fits together
Almost everything is one continuous thread: a customer becomes a quote, a quote becomes an order, an order reserves stock and schedules a delivery and/or installation, and anything that goes wrong afterwards becomes a service case. Purchasing keeps stock topped up behind the scenes.
1
Customer
CRM & 360 history
4
Reserve
Available-to-promise
5
Deliver / Install
POD & work orders
6
Service
Warranty & repairs
Read Core concepts first if you're new — it explains the five ideas (tenancy, roles, modules, lifecycles, audit) that make the whole platform click.
📚 Browse the documentation
🧱
Core concepts
Tenancy, branches & warehouses, modules & plans, record lifecycles, the money/approval model, and audit.
🧭
Navigating FurnFlow
The nav groups, search, keyboard shortcuts, role workspaces and the account menu.
🔑
Roles & permissions
The full access model, every built-in role, permission groups and worked examples.
📊
Dashboard & Tasks
The KPI home base and the internal to-do system (and how Tasks differ from Service).
👤
Customers (CRM & 360)
The directory, Customer 360, interactions, scoped notes and risk flags.
📝
Quotes
Build, send and convert quotes; discount caps and approvals.
📦
Orders
The derived status lifecycle, the editor, the >10% approval gate, payments and locking.
🏪
Inventory & stock
Available-to-promise, variants, transfers, cycle counts and the movement ledger.
🚚
Deliveries & Installations
Scheduling, driver assignment, proof of delivery, install work orders, parts & revisits.
🛟
Service cases
Priority, SLA clocks, smart routing, evidence and resolution.
🏭
Purchasing & suppliers
Suppliers, catalog, requests, POs & receiving, reorder, RFQs, returns and budgets.
👥
Workforce & Dispatch
Shifts, attendance, time-off, auto-scheduling and the dispatch board.
📈
Reports & insights
Branch & purchasing analytics, with CSV export.
🏢
Admin, billing & security
Tenant admin, billing/caps/trials, branding, settings, and audit/security.
🧵
Common workflows
Step-by-step recipes that cross several screens — sell→install, restock, claims, transfers and more.
📖
Glossary
Every term FurnFlow uses, in plain language, with links to the detail.
🚀 Start here, by role
💬Can't find something? Use the search box above (or press /). Still stuck? In the app, use Send feedback in the account menu — it reaches the FurnFlow team and is tracked.
