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Build guide

E-commerce Customer Center OS

Customer ticket logs, refund requests, channel KPI reports, FAQ templates, and team shift plans.

For: Boutiques, gift shops, specialty stores, florists and small online shops

Linked databases
8
Connections
6
Automatic calculations
12
Ready-made views
19

What it saves you

How the parts work together

  1. Set up: Add products with cost, price and reorder point → Link each product to its supplier
  2. Daily close: Log sales from the till report → Link regulars as customers
  3. Weekly buying: Open "Reorder now" grouped by supplier → Raise a purchase order → Chase anything in "Late orders"

Databases inside

Products

Your catalogue with cost, price and stock. Units sold, revenue and margin are calculated from linked sales.

13 fields · 4 calculated automatically · linked to Suppliers, Sales Log, Refunds & Returns

Views: Catalogue, Reorder now, Best sellers, Shelf gallery

Sales Log

Sales by product and day, from the till export or typed in at close. Totals feed product revenue and customer spend.

8 fields · 1 calculated automatically · linked to Products, Customers

Views: This week, By channel, Sales calendar

Customers

Regulars and trade accounts with total spend rolled up from sales - your shortlist for events, previews and thank-yous.

8 fields · 2 calculated automatically · linked to Sales Log, Support Tickets

Views: Top customers, Trade accounts

Suppliers

Makers and wholesalers with terms and lead times. Spend and product count roll up automatically.

8 fields · 2 calculated automatically · linked to Products, Purchase Orders

Views: All suppliers

Purchase Orders

Orders placed with suppliers, expected dates and totals. Late orders flag themselves.

7 fields · 1 calculated automatically · linked to Suppliers

Views: Incoming, Late orders

Promotions & Events

Sales, pop-ups and launches with dates, budget and results so you can repeat what works.

8 fields · 1 calculated automatically

Views: Promo calendar, Results

Support Tickets

Customer emails and chats with reason, channel and age - tickets past your response target flag themselves.

7 fields · 1 calculated automatically · linked to Customers

Views: By status, Overdue, By reason

Refunds & Returns

Every refund with reason and amount, so you can see which products and reasons cost the most.

6 fields · linked to Products

Views: This month, By reason

You get the finished workspace, not homework.

Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.

See E-commerce Customer Center OS →