Order management for promo shops

Do you know where your order stands?Our users do.

Timeline keeps quotes, purchase orders, decoration and production on one calendar, so your team always knows what is due, what is late and what to do next.

Built for promotional products shops. Works in any browser. Connects to QuickBooks Online.

Timeline mark
Placed Proof Approval Production Shipped
Enter it once

The presentation builds the quote, the quote builds the PO, the PO builds the invoice.

One order, entered once at the top, carries all the way through. Each step hands its details to the next, so nothing gets retyped between them, and nothing is sent until you approve it.

Step 1

Presentation

Assemble products for your customer, drop in their logo, and print the look book.

Hands to the quoteProducts and the customer
Step 2

Quote

Add quantities, sizes, setup and decoration. Cost, sell and profit compute as you build, and the customer sees only their price.

Hands to the POProducts, sizes and pricing
Step 3

Purchase order

One click from the accepted quote, split per supplier and decorator, with sizes and decoration specs attached.

Hands to the invoiceLine items and amounts
Step 4

Invoice

Timeline creates the invoice automatically for your approval, whether or not you use QuickBooks, and holds it unsent until you say so.

Closed outNothing retyped, end to end

One entry at the top. Every step after it is a different view of the same order, for a different audience, never a re-key.

Capabilities

Everything an order needs, in one place.

Timeline runs the whole job, from the quote a rep builds to the invoice that closes it out. Here is what it does today.

01

Production calendar

  • Every order on one calendar, with a bar for each line showing exactly where it stands.
  • Stages from order placed through proof, approval, production and shipped.
  • Sort by in-hands date, start date or customer, and work straight from Today's list.
02

Quotes

  • Cost, sell and profit calculated line by line as you build.
  • Sizes, setup charges and decoration priced in, with quote numbers assigned for you.
  • The printed quote shows only what your customer should see, and follow-up dates keep nothing waiting.
03

Purchase orders

  • Build each supplier's PO straight from the accepted quote, in one click.
  • Sizes checked against the quantity, with setup and shipping alongside; ship to the customer or drop ship.
  • Preview exactly what the supplier receives, send it with the PDF attached, and track every revision.
04

Decoration

  • Blank goods and decorator POs linked, with one button per decorator.
  • The decorator's PO arrives with a size-count checklist and a memo to check the blanks received.
  • Decoration is priced inside the product, so it never shows up as a separate charge on the invoice.
05

Presentation

  • Assemble products for your customer and drop in their logo, then print the look book.
  • Turn the presentation straight into a quote, with nothing retyped.
  • The front of every order: what the customer sees first, and where the job begins.
06

Suppliers & products

  • Supplier records with contacts, order and artwork emails, payment terms and website.
  • Each supplier's catalog as picture tiles, searchable as you type and sortable by name or category.
  • Duplicate part numbers caught while you type, with or without the dashes.
07 New

AI product intake

  • Paste a supplier's product page and Timeline fills in the part number, name and description.
  • Colors, price breaks and alternate style numbers are shown for review. Nothing saves until you do.
  • Paste the product photo straight into the product's pictures.
08

QuickBooks Online

  • Your customer invoice is created automatically for approval, whether or not you connect QuickBooks.
  • Connect QuickBooks Online to push purchase orders and sync, with products by their accounting number or as one generic item.
  • Revise a PO and update QuickBooks in one press. The sync requires QuickBooks Online Plus or Advanced.
09

Built for your shop

  • Your shop's own private workspace, with permissions for each member of your team.
  • Import your customer list to get started, and set up your own sales reps.
  • Works in any modern browser, with nothing to install.
10

User input upgrades

  • The shops running real orders on Timeline steer what gets built next.
  • Ask for something and it gets built, not dropped into a backlog that never moves.
  • User-led upgrades that actually happen.
How it works

Every order has a timeline.

The name is the idea. An order moves through the same stages every time, and Timeline makes that line visible to everyone who touches it, in the same colors your customers see.

1
Placed
Order in, priced and logged
2
Proof
Artwork out for review
3
Approval
Signed off, ready to run
4
Production
On the floor, decorating
5
Shipped
Out the door, tracked

Status you can see, not chase.

Most shops lose time hunting for where an order is. Timeline puts the current stage front and center, so the answer is already on the screen before anyone has to ask, and late orders show up before your customer calls.

  • See every open order's stage without opening it
  • Know what is late, what is due, and what to do next
  • Enter it once; the quote carries through to the supplier and decorator
Who it's for

Built for the promotional products trade.

Timeline is made for the shops that quote, decorate and ship branded goods, by people who work alongside one.

Promotional products distributors Decorated apparel shops Branded merch stores

Do you know where your order stands?Our users do.

Tell us about your shop and we'll set up a walkthrough on your own orders.