Using Maker

Maker Guide

A practical guide to the screens and workflows in Maker. Start with the five-minute path below, then jump to the part of the app you need.

Need the reason behind a number? The Maker Guide explains what to do. How Maker Works explains costing, inventory, tax and reporting logic.

Start here

The basic Maker workflow

You do not need to configure everything before using Maker. Add what you need and build from there.

01

Add what you sell

Create a product and its sellable variants, if you use variants.

02

Add materials

Create the materials and packaging that go into the product.

03

Create a Recipe

Tell Maker how much of each material is needed for one finished unit.

04

Receive & make

Receive materials with cost, then record a Make run to turn them into finished stock.

05

Sell or order

Use Sale when the customer receives it now; use Order when delivery comes later.

Screen-by-screen

Where to go in Maker

Each section below explains the purpose of the screen, the normal action to take, and the distinction that matters most.

Home

Home

Your starting point. Use it to see the work that needs attention and jump into the main workflows.

Use it for: open work, inventory status, shortcuts and current business activity.

Sell

New Sale

Use New Sale when product is being handed to the customer now. Add the customer if needed, choose products and quantities, confirm price/tax, record payment and issue the receipt.

Key rule: delivered product is a Sale even when it has not been paid yet.

Orders

Orders & Outstanding

Use an Order for a promise to deliver later. Set the promised date, reserve stock, record partial or full payment, and fulfil it when the product is actually delivered.

Key rule: payment and delivery are separate. An order can be paid but undelivered, or delivered but unpaid.

Stock

Products

Create the items you sell, their prices, SKUs and variants. Product inventory is tracked against the exact sellable variant.

Tip: keep inactive products for history instead of recreating old transactions.

Stock

Materials

Create raw materials, ingredients and packaging. Receive stock here and enter cost when known so Maker can calculate what finished products cost to make.

Key rule: an unknown material cost stays unknown; Maker does not quietly treat it as $0.

Stock

Recipe & Make

A Recipe defines the material quantity required for one finished product. A Make run records real production, consumes materials and adds finished stock.

Key rule: completed Make runs preserve their historical material quantities and known costs.

Stock

Purchases & Receiving

Record what was purchased, from whom, taxes paid and the quantity received. Enter unit cost so current material costing stays useful.

Paid: attach supplier invoices and receipt photos/PDFs for direct lookup later.

More

Customers

Save contact information for repeat customers and associate them with sales and orders.

Paid: customer detail adds purchase history and analysis such as spend, purchase count and last purchase.

More

Suppliers

Keep supplier details and connect purchases to the supplier that provided them.

Paid: see supplier-specific purchase history, spend and material-cost trends.

More

Expenses

Record business spending as it happens so year-end totals are based on records you already kept, not reconstructed memory.

Free: three standard categories. Paid: rename them, add categories/subcategories and use Expense Analysis.

More

Reports

Use reports to review sales, costs, tax totals and business activity.

Free: core totals and history. Paid: comparative analysis, labour economics, customer/supplier analysis and deeper filtering.

More

Tax & Export

Review tax collected and tax paid by configured tax type and export your own business data.

Important: Maker organizes your records. It does not decide what tax you legally owe or can recover.

More

People & Devices

Manage who can use the business and which installations are authorized.

Free: 1 user / 1 device. Paid: up to 4 users and 4 authorized devices total.

More

Settings

Configure business details, taxes, products, orders, payments, plan/storage and other business defaults.

Tip: the information icons beside non-obvious values can be hidden globally if you no longer need the extra guidance.

More

Sync

Maker keeps a local copy so normal work can continue offline. When a connection is available, queued changes synchronize with the business cloud data.

Key rule: do not uninstall or clear local app data as a casual troubleshooting step when unsynchronized work may exist.

More

Help & Feedback

Use Help & Feedback when something is broken, confusing, missing or simply could work better. Good feedback directly shapes the next cleanup pass.

Need the deeper explanation?

See how Maker calculates and classifies things.

Material cost, reservations, tax totals, linked expenses and labour-return calculations are documented separately in plain language.

How Maker Works