Settings

The details every document and alert depends on — company identity, the workshop stages, who each notification routes to, the warehouse kiosk, and the connected systems. Change one here and it flows through the whole build.

Company detailsOn every invoice, quote & PO

Company name Address

Phone Email

Website

NZBN GST number

Bank accountShown on every tax invoice as the EFT payment account.

Custom job stagesDrive the workshop board

StagesThese are the workshop stages, in order. Comma-separated — the custom & print jobs board builds its columns from this list.

1. Awaiting artwork2. Awaiting materials3. In production4. Ready

Notification routingOne owner per alert

Each alert goes to one person, not everyone. Pick who owns each kind.

Stock below reorder New web order Sales & quotes Custom jobs Dispatch Finance & invoices

WarehouseKiosk name picker

These people appear on the warehouse kiosk name picker when stock is picked, packed and dispatched:

Liam MoanaTom HarrisBaljit Singh

Kiosk staff (person ids)Comma-separated person ids (e.g. lmoana,tharris,bsingh). These show on the warehouse kiosk picker.

IntegrationsConnected systems

Xero Connected

Accounting — invoices post and sync automatically

Outlook Connected

Email — quotes, invoices & POs send and file to Sent Items

Brevo Connected

Email marketing — Alex Distributors NZ

SharePoint Connected

File storage — documents sync from the platform; large drawings live here

Websites

whiteboardsnz.co.nz Connected

WooCommerce · Sells online

axiomacoustics.co.nz Connected

Shopify · Sells online

alexnz.co.nz Connected

Corporate · Enquiries only — no cart

Connections are managed by Alex Distributors NZ Limited. Credentials are held securely and never shown here.

People & team6 on the system

Name	Role	Team	Email	Warehouse	Status
Jay Thomas	Director	Office	jthomas@alexnz.co.nz	—	Active
Sharon Alexander	Director & Accounts	Office	salexander@alexnz.co.nz	—	Active
Megan Reid	Sales & Customer Service	Sales	mreid@alexnz.co.nz	—	Active
Liam Moana	Workshop & Assembly	Workshop	lmoana@alexnz.co.nz	On kiosk	Active
Tom Harris	Warehouse & Dispatch	Warehouse	tharris@alexnz.co.nz	On kiosk	Active
Baljit Singh	Warehouse & Assembly	Warehouse	bsingh@alexnz.co.nz	On kiosk	Active