Quick Add Order
Step 1 of 3 — Who is it for?
In motion
Scans and notifications on the moveCredits & Forecast
Available credits
0 credits
Expected usage
0 credits
Orders: 0 credits
Planned campaigns: 0 credits
Orders
Track collections from pending to collected
| Customer | Order | Status | Notifications | Actions |
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Customers
0 customers in your directory
No customers found
Consent:
can be reached
blocked — no consent or contact on file
| Customer | Phone | Pending Orders | Consent | Actions |
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Campaigns
Create and review consent-safe messaging campaigns.
Draft a consent-safe message
Build your campaign, review eligible customers, and choose when it should send.
Insert field
Estimated cost90 credits
Schedule
Choose whether this campaign should go today or on a future date.
Audience Groups
Create reusable customer lists and search customers to include in each group.
Credit Wallet
Manage your credit balance and top up when needed.
0 credits
Approximately 0 SMS remaining.
Manage Credits
Choose a bundle that suits your current sending needs.
Loading bundles…
Pricing: 1 credit = 1 SMS segment. Email is always free.
All payments are shown as prototype states in this demo.
Audit Log
Review append-only activity across orders, campaigns, and account changes.
Product Groups
Create seasonal groupings and control when they appear during order capture.
No Product Groups yet
Create your first Product Group to organise items and control availability windows.
| Name | Date Period | Status | # of Items | Last Updated | Actions |
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Preference Tags
Create reusable interest tags and assign them to the right customers.
No Preference Tags yet
Create your first tag to label customer interests for future targeting.
| Name | Customers Assigned | Last Updated | Actions |
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Products
0 titles
| Title | ISBN | Suppliers | Price | To be ordered | Active orders |
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No titles match these filters.
Notifications
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| Time | Type | Channel | Recipient | Order | Status | Actions |
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No notifications match these filters.
Reports
View and export your store's data as Excel-ready CSV.
Showing 0 of 0
No rows match these filters.
Summaries
Aggregate views. Throughput uses the date range above; the fulfilment-gap and to-order snapshots are point-in-time.
Nothing to show for this summary.
Settings
Configure your store, team, and integrations.
Shop & Team
Update your storefront details, invite staff, and review what each role can do.
Shop
Used to time daily summary emails to each team member.
Upload
Team
Invite staff to help run the shop. Owners manage the team, staff see a read-only list.
| Name | Role | Status | Actions |
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Permissions
What each role can do in Leaption.
Suppliers
The publishers and wholesalers you order from. This list powers the supplier picker used across special orders.
Your suppliers
Owners add and manage suppliers; staff can view the list. Archiving keeps a supplier's history but removes it from the active list and the picker.
| Name | Phone | Lead time | Notes | Actions |
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Connect the account Leaption uses to send your emails.
Text messages
Choose how text-message notifications are sent to your customers.
Enable SMS
When off, your shop sends email notifications only — no text messages are sent.
Use my own Twilio account
SMS is sent via the Leaption shared service and consumes credits.
Low-balance alerts
Warn me by email before my SMS credits run out.
A balance at or below this number (but above zero) shows an amber warning in your wallet. Zero shows a red “SMS paused” warning. Set to 0 to only be alerted when you run out completely.
Email me low-balance alerts
One email when you first drop to the threshold, and one when you run out. Turn off to rely on the in-app wallet warning only.
Chase Notifications
Configure the automatic messages sent after an order arrives. Each step has an email and an SMS template — we pick the best channel for each customer automatically.
Send notifications automatically
When off, no chase messages are sent — including the arrival notification.
Collection window
Mark a ready order "Overdue" once it's gone uncollected this many days after the customer was notified.
days
Billing
Your plan and account details.
Plan
—
Store created
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Billing management coming soon — contact [email protected].
Data & Privacy
Export your customer data and manage data-protection obligations (GDPR).
Export all customers
Download a CSV of every customer in your directory, including consent fields and order counts. Use this to fulfil a data-access request or to keep your own records. A customer's full consent history is available from their individual record (Export data).
Data retention
GDPR says personal data must not be kept longer than necessary. Switch this on to automatically anonymise customers who have had no order activity for a set period. Their orders are kept and relabelled “Deleted Customer” for your records — only personal contact details (name, email, phone and consent) are removed. This cannot be undone.
Automatically anonymise dormant customers
When off, customers are only ever anonymised when you delete them by hand.
Between 6 and 120 months. A customer with any uncollected order is never anonymised, no matter how old.
Your data-protection responsibilities
Under GDPR you are the data controller for your customers' personal data. Leaption stores it on your behalf. You must be able to (1) give a customer a copy of their data on request, (2) erase a customer when they ask. Both are built in: open any customer to export their data as JSON, or delete them — deleting anonymises their personal details (name, contact and consent are wiped) while preserving order history, and is logged in your Audit Log. You can also automate erasure of dormant customers above. Erasure cannot be undone.
Deliveries
Manage active and saved delivery scan sessions
No delivery sessions yet
Start a new scan to process an incoming delivery and match items to customer orders.
| Started By | Started | Items Scanned | Orders Matched | Status | Last Updated | Actions |
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