How work flows through Twelfth
How work flows through Twelfth
Twelfth turns your overnight data into a short list of work with a person on it, and keeps a record of what was decided. Orders, price moves and transfers all travel the same way:
Routine → task → decision.
Routines check your range on a schedule. When a check finds something, it raises a task. You open the task, work its lines, and raise the order or record the decision. The result lands in Decisions, the permanent record.
Projects are for work that people start themselves: a supplier negotiation, a promo plan, a pre-order window, a clearance plan, or a problem logged out of a conversation.
To review today’s orders, open Tasks from the left rail. Each supplier order, price review and transfer is a task assigned to you. Open one to see its lines, set your quantities or prices, and raise the order or record the decision.
Routines raise tasks
A routine is a check you want kept up. Each run reads the day’s data and raises a task when something meets its condition. Some routines are set up by Twelfth for your workspace:
| Routine | What it raises |
|---|---|
| Planned buy and Daily sell-out scan | An order task per supplier, with the quantity to order on each line. |
| Running hot | A review task of products selling faster than expected. |
| Daily price scan and Slow movers | A price task per category: lines to review, or a suggested price move on each line. |
| Store transfer check | A transfer task per destination store, with the packs to send. |
| Reorder, Price review and Transfers | The engine’s daily supplier orders, price reviews and transfer lanes, one task each. |
A routine keeps one task open across its runs and refreshes it, so you are not handed a new task every morning. See Routines for how to build your own, and Tasks and routines settings for the engine routines.
A task opens its lines
Open Tasks from the left rail. The table lists your open tasks, soonest due first. Open a task and its lines grid fills the page: one row per product, with the figures behind the suggestion, and the lines that need you first.
- Read the suggestion. Each line shows what Twelfth suggests, such as an order quantity or a new price, and the figures behind it. A flagged line says why it was flagged.
- Change it where you know better. Type your own quantity or price. Nothing is committed while you work.
- Raise the order or record the decision. On an order task, Raise the order shows the order by supplier before it goes out. On a price review or a transfer, you record the decision once every line is settled.
- Or close it with a reason. Reviewed, no action closes a task when there is nothing to do, and holds the finding so the routine does not raise it again on the same evidence.
A quantity or price you change is still your decision. Twelfth records what you decided and, separately, what it suggested, so the two can be compared later in Decisions.
See Tasks for the table, the task page, cover, muting lines, and how a task closes.
Decisions are the record
Every raised order and recorded decision lands in Decisions, showing what you committed and what was suggested, so anyone can see where a human call differed from the suggestion, and why. It is read-only: you cannot edit history, only add to it.
Raising an order sends it to every destination set to receive raised orders. Twelfth does not contact the supplier itself.
Projects hold the work you start
A project is for work with a shape of its own, which you start from New project:
- a supplier negotiation across one category,
- a promo plan for an event or a supplier programme,
- a pre-orders window,
- a clearance / exit plan for a remit, or
- log a problem, often promoted out of a conversation.
A project can raise tasks of its own. A promo plan’s deals, for example, are decided on their tasks. Those tasks appear in Tasks beside the ones your routines raise, and the From column names the project. Supplier orders, price reviews and transfers are never projects: they are always tasks.
Who does what
Twelfth suggests and people decide. Nothing is committed on its own: a person always opens the task and raises the order or records the decision. Guardrails decide when a decision needs a second pair of eyes, such as a line below the category gross-profit floor or a value above your authority limit.
Nothing Twelfth suggests has any effect on price, stock or orders until a person acts on it. A task left open changes nothing.