Implementation guide — Retail and rental

Country: Brazil is Tenka's in-production country: invoicing, payroll and banking work through the country's adapters.

1. 1
   Tenant settings

   account menu (your avatar, at the right end of the top bar)›Tenant settings

   ✓What to check: legal name, CNPJ, state and municipal registration and the tax regime — they appear on every invoice; logo, brand color and the company data (legal name, tax ID, address) — they appear on the documents; legal name, CNPJ and address · Who does it: Account administrator · Time: 35 min
2. 2
   Outbound e-invoice (NF-e)

   Deliver›Sales and shipping›Outbound e-invoice (NF-e)

   ✓What to check: a test invoice in the test environment, with key, protocol and status; the outbound invoices of the orders, with key, protocol and status · Who does it: Finance, Sales · Time: 50 min
3. 3
   Tax assessment

   Receive›Up to date with the government›Tax assessment

   ✓What to check: the month's tax assessment checked by the accountant before paying the payment slip · Who does it: Accountant · Time: 30 min
4. 4
   eSocial

   Open in the systemSee the screen help

   Receive›Up to date with the government›eSocial

   ✓What to check: the payroll events checked before sending · Who does it: Accountant · Time: 30 min
5. 5
   Connected accounts

   Receive›Money on the move›Connected accounts

   ✓What to check: if the bank has Open Finance, the connected account: the statement and balance arrive on their own; if the bank has Open Finance, connect the account: the statement and balance start arriving on their own · Who does it: Finance · Time: 40 min

How to make up for the missing adapter

• Service invoice in a city hall that the issuer does not cover yet: issue it on the city hall's portal and record the invoice number on the receivable — finance and margin do not depend on the issuer.
• Bank without Open Finance: import the statement (OFX or CSV) in Bank reconciliation once a week.

Operation format: Whoever charges a subscription or usage: the recurring contract, the metered consumption and the overage. Your industry's block and the modules' blocks bring the rest.

1. 6
   Contracts

   Receive›Contracts and billing›Contracts

   ✓What to check: the monthly subscription with the included package and the overage rule; each contract with value, expiry and adjustment date; the monthly rental contract, with due date and adjustment, for whoever rents by the month · Who does it: Finance, Sales · Time: 45 min

Operating format: Those who sell to the end consumer or to resellers, at the counter, at the fair stall or in a small store: the register on the phone, Pix on your own key, credit written down and the sale spoken on WhatsApp. It starts for free, with just the phone, and grows into the computer register and the card machine. The block for your vertical and the module blocks bring the rest.

1. 7
   Start

   on the phone›pricing page or Try it›Start free with your phone

   ✓What to check: the account created with the WhatsApp number, the 6-digit code that arrives on it and the name of the business — no email and no card; it starts on the Counter Free plan, with the Counter warehouse linked to the till and your number already talking to Tenkai on WhatsApp. To sign in again: the same phone and a new code · Who does it: Business owner · Time: 5 min
2. 8
   Today

   Home›Your counter today

   ✓What to check: the counter Home with the five entries (Items, Sell, Who owes me, How much I sold, Online orders), the "Your business now" snapshot (sold today and this month, what was left, who owes me, money this month, how I get paid, stock, best sellers, orders and production) and the analyses (6 months of money in and out with the running total, who has owed the longest, the weekday that sells most, the month day by day) and the "Get to know the counter (1 min)" tour seen to the end: register your items, who owes me, how much I sold. The rest of Tenka is one tap away in "See everything"; "See the essentials", in your user menu, goes back to the counter · Who does it: Business owner · Time: 5 min
3. 9
   My subscription

   Home›Your counter today›the "0 of 30 items" card

   ✓What to check: the Counter Free plan understood: up to 30 registered items and 50 sales a month; at 80% Home warns you, and the 51st sale of the month stops with the limit message. When your business has already grown (close to the limit, items at a subcontractor, three people, a second store), Home shows the offer of the next step once, with the price: Counter, R$ 59 a month, with no limit on items or sales · Who does it: Business owner · Time: 5 min
4. 10
   Inventory items

   Home›Items · Deliver›Supplies and inventory›Inventory items

   ✓What to check: 5 items with name, price and size (S to XXL), which show up right away on the phone register; or, with the WhatsApp of step 9, the photo of the item with a caption ("ribbed blouse 29.90 S to XXL") becomes the proposal of the item with its size grid, saved only after CONFIRM; what goes into inventory, with minimum stock; on the wholesale style, the closed size grid, the minimum and the wholesale price from N pieces · Who does it: Business owner, Production and inventory · Time: 30 min
5. 11
   Price per piece

   See everything›Deliver›Production›Price per piece

   ✓What to check: for an item you buy ready-made, the "Bought for, sell for" mode: what you paid and what you sell for show how much is left, the price that leaves the margin you want and how many items a month pay the fixed costs; taxes already come from your regime · Who does it: Business owner · Time: 5 min
6. 12
   Size grid and store

   See everything›Know›Explore›Size grid and store · Know›Explore›Size grid and store

   ✓What to check: the counter label of the 5 items printed: your price, the suggested resale price for the buyer (the house margin in Parameters, Labels) and the QR; one label scanned by the camera on the phone register opens the item; the balance of each reference by size and color · Who does it: Business owner, Production and inventory · Time: 25 min
7. 13
   Phone register

   Home›Sell · Registers and settings›Sales›Phone register

   ✓What to check: a sale in 3 taps (scan, Charge, the method): the register opens by itself and the method you use most comes first; an item without registration by its value (type "29.90" in the search and tap Enter); an item corrected in the cart without starting over; a Pix sale with your key, with the QR and copy-and-paste for the exact amount and "PIX received" when it lands; a sale on credit to a customer with name and WhatsApp. The salesperson or another device signs in with "Sign in with the phone and a code"; whoever is already in Tenka and taps Sell gets in without typing anything; the stall's phone authorized, the Stone or PagBank card machine and the Bluetooth printer; a test sale without internet · Who does it: Business owner, Sales · Time: 20 min
8. 14
   Who owes me

   on the phone›Home›Who owes me

   ✓What to check: one test sale on credit in the list, with the due date and the one-tap Collect via WhatsApp · Who does it: Cashier · Time: 10 min
9. 15
   WhatsApp channels

   Records and settings›Platform and security›WhatsApp channels · Registers and settings›Platform and security›WhatsApp channels

   ✓What to check: the owner's number linked and one spoken test sale (sold 2 size runs of the ribbed top to Maria by Pix): the proposal shows item by item and only saves after CONFIRM; with automatic Pix, the QR code arrives in the chat; deliver on tomorrow's route puts the sale on the Delivery run; the company's WhatsApp connection (official Cloud API or Evolution) · Who does it: Cashier, Account administrator · Time: 25 min
10. 16
    Day summary (mobile)

    Home›How much I sold

    ✓What to check: the day and the month: how much came in, by which method and what was left on credit. If you are MEI, how much of the yearly limit is already used, with a warning at 80% and 100%, and the reminder of the monthly MEI tax slip (DAS) in the five days before. The early-morning summary at 7 a.m. on WhatsApp (as audio, if you asked): in Parameters, "Daily summary: which summary to send" set to the counter one, and the summary turned on in My preferences · Who does it: Business owner · Time: 5 min
11. 17
    Excursions

    See everything›Registers and settings›Sales›Excursions · Registers and settings›Sales›Excursions

    ✓What to check: on the Fair calendar card, the days the stall opens — the early-morning fair every Wednesday, from 2 a.m. to 10 a.m., the Saturday shift or a fair on a given date —, with time and place; the excursion of the day, if the stall receives buses. The next days show up on Home and in your buyers’ bag; the resellers' bus: agency, guide, seats, labeled packages and the guide's commission · Who does it: Business owner, Sales · Time: 10 min
12. 18
    My bag

    the bag page, which you send to the buyer

    ✓What to check: a test buyer signs in with the phone and the WhatsApp code and sees, for each stall that uses Tenka where she bought, the orders, the items, what she still owes and the fair days; in "My resale showcase" she picks the items she bought, sets her own price and gets the link to send to her customers, without your cost or the stall’s name · Who does it: Buyer · Time: 10 min
13. 19
    Till sales

    See everything›Registers and settings›Sales›Till sales · Registers and settings›Sales›Till sales

    ✓What to check: the day’s closing: on the phone register, Menu ▸ Close the register, count cash, Pix from the statement, debit and credit without seeing the expected amount (a difference asks for the reason) and get the Z reading; here, the day’s sales with the total at the bottom matching How much I sold; each store's till and phone sales, to check where the Today and My stores numbers came from: the total at the bottom is the sum · Who does it: Business owner, Sales · Time: 15 min
14. 20
    POS — checkout counter

    Registers and settings›Sales›POS — checkout counter

    ✓What to check: a test register opened, one sale, one cash withdrawal and the register closed; open the register, make a test sale, one cash withdrawal and close the register · Who does it: Cashier, Sales · Time: 35 min
15. 21
    Card acquirer reconciliation

    Receive›Money on the move›Card acquirer reconciliation

    ✓What to check: one day of the card machine statement matched against the register sales; the card machine statement matched to each sale · Who does it: Finance · Time: 35 min

Before you start (counter)

• Have at hand the phone with the business WhatsApp, your Pix key and the list of best-selling items, with price and sizes.
• Pix key, credit and MEI are set in Tenant settings, the step of the Brazil block (account menu: your avatar, at the right end of the top bar) — in the Parameters tab, POS group: your Pix key in "POS: store PIX key" and, in "POS: PIX with automatic confirmation", the option "Static — QR from the store’s Pix key"; credit for customers without a limit and the entry sent to the buyer right away. In the Companies tab: the MEI regime, if that is your case (it turns on the MEI limit warning), and the CNPJ and email only when you need to issue invoices.
• To sell and ask on WhatsApp, the number must be verified: the one of the account created through Start already is (by the 6-digit code); another number of the business is linked in WhatsApp channels.
• The computer register (step 14) and the card machine (step 15) wait until the stall has a computer and cards; the phone sells without them.

Where the counter usually goes wrong

• Credit by word of mouth. What does not go through the register as credit does not show up in Who owes me, and nobody collects it.
• Pix without "Received". With Pix on your key, the sale only closes when you tap "PIX received"; check the statement first.
• Spoken sale without CONFIRM. The WhatsApp sale is saved only after CONFIRM; without it, only the proposal remains.
• Register closed with a sale in the queue. Without internet, the sale stays on the device and goes up by itself; close the register only after the queue is empty.

Questions Tenkai answers after the implementation

In writing or by audio, in the chat or on WhatsApp:

• "How much did I sell today?"
• "Who owes me?"
• "Where is my stock and how much is it worth?"
• "Which days do I sell best?"
• "What deserves a reorder?"

The gates and the routine (counter)

The routine (5 minutes a day): the early-morning summary at 7 a.m., Who owes me (collect what is due) and Close the register at the end of the fair.

Operation format: Whoever sells to other companies: price by quantity, payment terms and orders with invoices. Your industry's block and the modules' blocks bring the rest.

1. 22
   Price lists and promotions

   Registers and settings›Sales›Price lists and promotions

   ✓What to check: the wholesale price, with the minimum quantity for each tier; the price of each channel and the promotions with their validity · Who does it: Sales · Time: 35 min
2. 23
   Sales order

   Deliver›Sales and shipping›Sales order

   ✓What to check: a business customer order, with the agreed payment term; a test order, from quote to shipping · Who does it: Sales · Time: 35 min

What this module does: Company, AI and integrations

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

1. 24
   Users and access groups

   Registers and settings›Platform and security›Users and access groups

   ✓What to check: one group per role, starting from the suggested groups (Finance, Sales, Operations, Purchasing and inventory, HR, Executive board); whoever works in two companies has a single login — and a group is valid per company: apply the group to both, or copy it from the group record (Copy to another company); sales, yard, maintenance, finance · Who does it: Account administrator · Time: 20 min
2. 25
   Access matrix

   Registers and settings›Settings›Access matrix

   ✓What to check: whoever operates sees the operation; cost and margin stay with whoever decides price · Who does it: Account administrator · Time: 15 min
3. 26
   My preferences

   (user menu, at the top)

   ✓What to check: language, theme and "Show values" for each person · Who does it: Account administrator · Time: 15 min
4. 27
   Group units

   Registers and settings›Finance›Group units

   ✓What to check: optional: only if you want to group companies in reports (consolidated management income statement and cash flow); no operations screen depends on a unit, and whoever has one or two companies without consolidating skips this step · Who does it: Account administrator · Time: 15 min
5. 28
   Integrations

   the search bar at the top: type "Integrations"

   ✓What to check: connect your systems in one click: the integration recipe asks only for the credential · Who does it: Account administrator · Time: 15 min
6. 29
   API keys

   Registers and settings›Platform and security›API keys

   ✓What to check: the key of each integrator; the SDK comes ready at /api/v1/sdk and the OpenAPI specification has a frozen version · Who does it: Account administrator · Time: 15 min
7. 30
   Platform access

   Registers and settings›Platform and security›Platform access

   ✓What to check: transparency · Who does it: Account administrator · Time: 15 min
8. 31
   Approval limits

   Registers and settings›Finance›Approval limits

   ✓What to check: approval flow by event and step · Who does it: Account administrator · Time: 15 min
9. 32
   Environment / Sandbox

   Registers and settings›Platform and security›Environment / Sandbox

   ✓What to check: put the account in TEST mode to train the team and test processes without affecting production · Who does it: Account administrator · Time: 15 min
10. 33
    Automations

    Registers and settings›Platform and security›Automations

    ✓What to check: create automations without programming · Who does it: Account administrator · Time: 15 min
11. 34
    Approval delegations

    Registers and settings›Finance›Approval delegations

    ✓What to check: temporarily transfer your approval authority to someone else (vacations, absences) · Who does it: Account administrator · Time: 15 min
12. 35
    Approval events

    Registers and settings›Platform and security›Approval events

    ✓What to check: catalog of events that may require approval · Who does it: Account administrator · Time: 15 min
13. 36
    Migrate from the previous system

    Registers and settings›Getting started›Migrate from the previous system

    ✓What to check: bring from the garment maker what is in the previous system or in a spreadsheet, straight into Tenka · Who does it: Account administrator · Time: 15 min
14. 37
    Connected apps

    Registers and settings›Platform and security›Connected apps

    ✓What to check: the external applications (Claude, ChatGPT, IDEs) authorized by OAuth to talk to your account through MCP. Here whoever… · Who does it: Account administrator · Time: 15 min
15. 38
    Shareholding

    Registers and settings›Finance›Shareholding

    ✓What to check: how much of each company the group holds and by which method it enters the consolidation (full with minorities, or… · Who does it: Account administrator · Time: 15 min
16. 39
    Access recertification

    Registers and settings›Platform and security›Access recertification

    ✓What to check: the periodic review of who can do what · Who does it: Account administrator · Time: 15 min
17. 40
    SSO / SAML

    Open in the systemSee the screen help

    Registers and settings›Platform and security›SSO / SAML

    ✓What to check: federated login by SAML: the customer uses its own identity provider (Azure AD/Entra, Okta, Google Workspace) to… · Who does it: Account administrator · Time: 15 min
18. 41
    Operations rails

    Registers and settings›Operations›Operations rails

    ✓What to check: the document RIDES on a rail, and the rail defines what the operation means and does · Who does it: Account administrator · Time: 15 min
19. 42
    Storage usage

    Registers and settings›Platform and security›Storage usage

    ✓What to check: how much space the account's files take up · Who does it: Account administrator · Time: 15 min
20. 43
    Tenkai on the website

    Registers and settings›Platform and security›Tenkai on the website

    ✓What to check: the support chat that your website shows to visitors · Who does it: Account administrator · Time: 15 min
21. 44
    Team journey

    Registers and settings›Getting started›Team journey

    ✓What to check: who else is in · Who does it: Account administrator · Time: 15 min
22. 45
    Implementation journey

    Registers and settings›Getting started›Implementation journey

    ✓What to check: guided implementation · Who does it: Account administrator · Time: 15 min
23. 46
    Mirror month

    Registers and settings›Getting started›Mirror month

    ✓What to check: prove that Tenka reproduces the accountant's closing · Who does it: Account administrator · Time: 15 min
24. 47
    Migrate from another system

    Registers and settings›Getting started›Migrate from another system

    ✓What to check: bring customers, suppliers, items, chart of accounts and payables/receivables from Omie, Conta Azul, Bling, Nibo or a spreadsheet · Who does it: Account administrator · Time: 15 min
25. 48
    Connector monitoring

    Registers and settings›Integrations›Connector monitoring

    ✓What to check: the health of the integration, hiding nothing · Who does it: Account administrator · Time: 15 min
26. 49
    Connector reconciliation

    Registers and settings›Integrations›Connector reconciliation

    ✓What to check: one month at a time · Who does it: Account administrator · Time: 15 min
27. 50
    Integration connector

    Registers and settings›Integrations›Integration connector

    ✓What to check: connect Tenka to an ERP that remains the owner of the operation (e.g., Sankhya) and mirror the data here · Who does it: Account administrator · Time: 15 min
28. 51
    Orders sent to the ERP

    Registers and settings›Integrations›Orders sent to the ERP

    ✓What to check: the queue of what goes from Tenka to the ERP: waiting, accepted with the ERP number, rejected with the ERP's reason, gave up · Who does it: Account administrator · Time: 15 min
29. 52
    Assisted implementation

    Registers and settings›Platform and security›Assisted implementation

    ✓What to check: the follow-up of the system switch, end to end and on a single page · Who does it: Account administrator · Time: 15 min
30. 53
    Tax setup assistant

    account menu (your avatar, at the right end of the top bar)›Tax setup assistant

    ✓What to check: state, tax regime, NFC-e security code (CSC) and A1 certificate, with the SEFAZ test at the end · Who does it: Account administrator · Time: 5 min
31. 54
    WhatsApp usage

    Registers and settings›Platform and security›WhatsApp usage

    ✓What to check: the month's allowance by message type and, if needed, the credit package · Who does it: Account administrator · Time: 5 min

What this module does: The operation of money: transactions, reconciliations, approvals, renegotiation, closing, accounts and financial registers.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

1. 55
   Credit cards

   Registers and settings›Finance›Credit cards

   ✓What to check: each card with its limit, closing day and due day · Who does it: Finance · Time: 20 min
2. 56
   Bank accounts

   Registers and settings›Finance›Bank accounts

   ✓What to check: each account with the opening balance at the cutoff date; each account with the opening balance · Who does it: Finance · Time: 25 min
3. 57
   Financial categories

   Registers and settings›Finance›Financial categories

   ✓What to check: start with the defaults and separate the revenues and costs you want to see · Who does it: Finance · Time: 20 min
4. 58
   Recurring entries

   Receive›Money on the move›Recurring entries

   ✓What to check: what repeats: salary, rent, school, electricity. Each rule generates the entry by itself every month · Who does it: Finance · Time: 20 min
5. 59
   Profit centers

   Registers and settings›Finance›Profit centers

   ✓What to check: one per activity whose margin you want to see separately · Who does it: Finance · Time: 20 min
6. 60
   Suppliers

   Registers and settings›Finance›Suppliers

   ✓What to check: import the supplier list (name, tax ID, email); the partner who buys with their own card (1.103.0) is a supplier, with their tax ID and "Partner who gets reimbursed" checked · Who does it: Finance · Time: 20 min
7. 61
   Categorization rules

   Registers and settings›Finance›Categorization rules

   ✓What to check: "shell gas station" becomes Fuel, "hapvida" becomes Health: the imported entry already arrives in the right category · Who does it: Finance · Time: 20 min
8. 62
   Card statements

   Registers and settings›Finance›Card statements

   ✓What to check: the statements of each card by month: open (summing expenses) and closed (became a payable) · Who does it: Finance · Time: 20 min
9. 63
   Annual household bills

   Registers and settings›Finance›Annual household bills

   ✓What to check: vehicle tax, property tax, insurance, school supplies: the year's amount becomes "set aside this much per month" in the budget · Who does it: Finance · Time: 20 min
10. 64
    Exchange rates

    Receive›Money on the move›Exchange rates

    ✓What to check: the exchange contract for payment to the exporter · Who does it: Finance · Time: 20 min
11. 65
    Household debts

    Registers and settings›Finance›Household debts

    ✓What to check: financing, loans and revolving card credit, with balance, interest and the payoff plan · Who does it: Finance · Time: 20 min
12. 66
    Investments

    Registers and settings›Finance›Investments

    ✓What to check: savings, CDB, Treasury, funds, stocks and pension, with the position of each investment · Who does it: Finance · Time: 20 min
13. 67
    Approvals

    Receive›Money on the move›Approvals

    ✓What to check: who approves payment in each company · Who does it: Finance · Time: 20 min
14. 68
    Net worth

    Registers and settings›Finance›Net worth

    ✓What to check: accounts + investments + assets − statements and debts: the family's net worth on one screen · Who does it: Finance · Time: 20 min
15. 69
    The household's future

    Receive›Finance›The household's future

    ✓What to check: the estimate: saving X per month, when you reach Y, and how long the wealth lasts · Who does it: Finance · Time: 20 min
16. 70
    Bank reconciliation

    Receive›Money on the move›Bank reconciliation

    ✓What to check: import the month's OFX, let it reconcile on its own and check what is left; import the month's OFX and check what is left · Who does it: Finance · Time: 25 min
17. 71
    Financial transactions

    Receive›Money on the move›Financial transactions

    ✓What to check: the receivables and payables that sales and purchases generated in the first cycle; the month's rental receivables · Who does it: Finance · Time: 25 min
18. 72
    Rental contracts

    Registers and settings›Finance›Rental contracts

    ✓What to check: each rented property: tenant, value, due date, term, adjustment index and guarantee · Who does it: Finance · Time: 20 min
19. 73
    Financial alerts

    Know›The cash desk›Financial alerts

    ✓What to check: check proactive watch over the result · Who does it: Finance · Time: 10 min
20. 74
    Center structure

    Registers and settings›Finance›Center structure

    ✓What to check: organize the profit centers into areas/groups with N levels · Who does it: Finance · Time: 15 min
21. 75
    Treasury contracts

    Know›The cash desk›Treasury contracts

    ✓What to check: check the company's loans, financing and investments · Who does it: Finance · Time: 10 min
22. 76
    Monthly closing

    Receive›Money on the move›Monthly closing

    ✓What to check: closes the period · Who does it: Finance · Time: 15 min
23. 77
    Health Score

    Open in the systemSee the screen help

    Know›Explore›Health Score

    ✓What to check: check 0–10 index of financial health (liquidity, margin, growth, concentration, default, runway) with calculation record of… · Who does it: Finance · Time: 10 min
24. 78
    IFRS map — review categories

    Know›Explore›IFRS map — review categories

    ✓What to check: check review of the map linking each financial category to the IFRS balance sheet line: what was classified with certainty, what… · Who does it: Finance · Time: 10 min
25. 79
    Category structure

    Registers and settings›Finance›Category structure

    ✓What to check: organize the categories into packages/groups with N levels · Who does it: Finance · Time: 15 min
26. 80
    Renegotiations

    Receive›Money on the move›Renegotiations

    ✓What to check: debt renegotiation agreements closed through the customer portal (self-service) or proposed by the collection agent · Who does it: Finance · Time: 15 min
27. 81
    Partner balance

    Receive›Money on the move›Partner balance

    ✓What to check: the business partner's current account · Who does it: Finance · Time: 15 min
28. 82
    Receivable and payable types

    Registers and settings›Finance›Receivable and payable types

    ✓What to check: types of financial instrument · Who does it: Finance · Time: 15 min
29. 83
    Retailer fines

    Receive›Money on the move›Retailer fines

    ✓What to check: each retailer fine with the cause, the document and the receivable it was deducted from · Who does it: Finance · Time: 15 min

What this module does: Customers, contracts (MRR), products and partners

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

1. 84
   Product groups

   Registers and settings›Sales›Product groups

   ✓What to check: the product families you want to see separately · Who does it: Sales · Time: 20 min
2. 85
   Customers

   Registers and settings›Sales›Customers

   ✓What to check: import the customer list (name, tax ID, email); import the portfolio · Who does it: Sales · Time: 25 min
3. 86
   Products

   Registers and settings›Sales›Products

   ✓What to check: what you sell, with the sales unit and the price; each model of equipment that is rented out · Who does it: Sales · Time: 25 min
4. 87
   Vouchers and benefits

   Registers and settings›Sales›Vouchers and benefits

   ✓What to check: what the store owes customers: vouchers, gift cards and cashback · Who does it: Sales · Time: 20 min
5. 88
   Payment terms

   Deliver›Sales and shipping›Payment terms

   ✓What to check: cash, 30/60/90 and the ones you use · Who does it: Sales · Time: 20 min
6. 89
   Club tiers

   Registers and settings›Sales›Club tiers

   ✓What to check: the discount that applies automatically based on how much the customer bought · Who does it: Sales · Time: 20 min
7. 90
   Picking TV

   Deliver›Field and operations›Picking TV

   ✓What to check: the picking queue on a warehouse TV, updating on its own · Who does it: Sales · Time: 20 min
8. 91
   Contracts cockpit

   Receive›Contracts and billing›Contracts cockpit

   ✓What to check: no contract without an adjustment or without an expiry · Who does it: Sales · Time: 20 min
9. 92
   Exchanges and store credit

   Registers and settings›Sales›Exchanges and store credit

   ✓What to check: a test exchange: the piece returns to inventory and the value becomes store credit · Who does it: Sales · Time: 20 min
10. 93
    Delivery manifest

    Deliver›Field and operations›Delivery manifest

    ✓What to check: the day's route with each vehicle's deliveries · Who does it: Sales · Time: 20 min
11. 94
    Textile chain map

    Deliver›Sales and shipping›Textile chain map

    ✓What to check: the map of who sells to whom in the group and outside it; in the Monthly close in kilos section, each company with the right link, the unexplained difference in kg and % of each link checked with management, and the month closed (the month stock locks; reopening only by whoever administers, with a reason) · Who does it: Sales · Time: 20 min
12. 95
    Sales representatives

    Registers and settings›Sales›Sales representatives

    ✓What to check: each representative with the region and the commission · Who does it: Sales · Time: 20 min
13. 96
    Shipping center

    Deliver›Field and operations›Shipping center

    ✓What to check: the single queue of everything that has to go out: marketplace, carrier, pickup or own delivery · Who does it: Sales · Time: 20 min
14. 97
    Own fleet

    Deliver›Field and operations›Own fleet

    ✓What to check: delivery with your own vehicle: capacity, driver and maintenance; delivery with your own vehicle: capacity, driver and maintenance by mileage · Who does it: Sales · Time: 25 min
15. 98
    Consignment and trial sales

    Deliver›Sales and shipping›Consignment and trial sales

    ✓What to check: the piece that goes out on consignment and what comes back · Who does it: Sales · Time: 20 min
16. 99
    Online sales channels

    Registers and settings›Sales›Online sales channels

    ✓What to check: the online store and the marketplaces connected to Tenka; Shopee, Shein and TikTok Shop with each one's seller account and "issue NF-e" on · Who does it: Sales · Time: 15 min
17. 100
    Contract templates

    Registers and settings›Sales›Contract templates

    ✓What to check: library of contract models/templates with tokens, used to generate the draft · Who does it: Sales · Time: 15 min
18. 101
    Document templates

    Registers and settings›Sales›Document templates

    ✓What to check: proposal, contract, receipt and report written by the company itself in the rich editor, with {{key}} variables that come… · Who does it: Sales · Time: 15 min
19. 102
    Team targets and commissions

    Registers and settings›Sales›Team targets and commissions

    ✓What to check: salespeople and representatives side by side · Who does it: Sales · Time: 15 min
20. 103
    Business partners

    Registers and settings›Sales›Business partners

    ✓What to check: units, resellers, consultancies and sales channels · Who does it: Sales · Time: 15 min
21. 104
    Commission rules

    Registers and settings›Sales›Commission rules

    ✓What to check: the commission of each salesperson and representative · Who does it: Sales · Time: 15 min
22. 105
    Sales return

    Deliver›Sales and shipping›Sales return

    ✓What to check: the return of products sold · Who does it: Sales · Time: 15 min
23. 106
    Shipping

    Deliver›Sales and shipping›Shipping

    ✓What to check: picking, checking (expected × picked) and shipping of sales orders · Who does it: Sales · Time: 15 min
24. 107
    My stores

    Registers and settings›Sales›My stores

    ✓What to check: the group's stores side by side, live, with the monthly target per store and per salesperson and TV mode · Who does it: Sales · Time: 5 min
25. 108
    Shipments

    Deliver›Sales and shipping›Shipments

    ✓What to check: the sale that goes by carrier or through the bus ticket office, with tracking and progress on WhatsApp · Who does it: Sales · Time: 5 min
26. 109
    Orders at the stores

    Registers and settings›Sales›Orders at the stores

    ✓What to check: the stores that sell online and a website order picked at the nearest store or collected there · Who does it: Sales · Time: 5 min
27. 110
    Online shop and live

    Registers and settings›Sales›Online shop and live

    ✓What to check: the retail shop with Pix and card, shipping by table, the live stream with reservation, the model photo and the listing per channel; the store link is shown once, when the store is created: copy it right away (lost it? generate a new one and replace it on Instagram and in the Meta and Google catalogues) · Who does it: Sales · Time: 5 min
28. 111
    What to mark down

    Registers and settings›Sales›What to mark down

    ✓What to check: the minimum margin, the discount ladder and the first markdown with the result measured · Who does it: Sales · Time: 5 min
29. 112
    License royalties

    Receive›Contracts and billing›License royalties

    ✓What to check: the license agreement with the royalty (percentage or per piece), the guaranteed minimum and the licensed pieces · Who does it: Sales · Time: 15 min
30. 113
    EDI with the retailer

    Registers and settings›Sales›EDI with the retailer

    ✓What to check: if you sell to large retail through the VAN (Neogrid): the credential in the connectors hub (EDI VAN), the channel with the GLNs, the GTIN mapping; the rehearsal order comes in through the simulated VAN; the real VAN needs the server key fingerprint confirmed by the provider · Who does it: Sales · Time: 30 min

What this module does: Tickets, kanban, SLA, workflows, templates and automations

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

1. 114
   Request statuses

   Registers and settings›Operations›Request statuses

   ✓What to check: the statuses a ticket goes through, from open to closed · Who does it: Support coordinator · Time: 20 min
2. 115
   Status classification

   Registers and settings›Operations›Status classification

   ✓What to check: the flow phases that group the statuses and become the Kanban sections; the five system ones come ready, create only your own · Who does it: Support coordinator · Time: 10 min
3. 116
   Request types

   Registers and settings›Operations›Request types

   ✓What to check: start with the defaults: incident, improvement, question; say which ones deduct from the hour bank · Who does it: Support coordinator · Time: 20 min
4. 117
   Tickets

   Deliver›The day's work›Tickets

   ✓What to check: open a test ticket and follow it until it closes; the SLA deadline runs on the line · Who does it: Support coordinator · Time: 20 min
5. 118
   SLA policies

   Registers and settings›Operations›SLA policies

   ✓What to check: the response and resolution deadline that each contract promises · Who does it: Support coordinator · Time: 20 min
6. 119
   Sustaining (PSA)

   Deliver›The day's work›Sustaining (PSA)

   ✓What to check: the assessment of each contract: the month's hour allowance against what the team consumed on requests — what goes over becomes overage · Who does it: Support coordinator · Time: 20 min
7. 120
   Requests kanban

   Deliver›The day's work›Requests kanban

   ✓What to check: the team's queue on the board, by status · Who does it: Support coordinator · Time: 20 min
8. 121
   Requests

   Deliver›The day's work›Requests

   ✓What to check: open a test one and follow it until it closes · Who does it: Support coordinator · Time: 20 min
9. 122
   Team capacity

   Deliver›Hours and capacity›Team capacity

   ✓What to check: the team's future utilization, week by week: working hours × projects and requests, with over-allocation flagged · Who does it: Support coordinator · Time: 20 min
10. 123
    Service order

    Deliver›Field and operations›Service order

    ✓What to check: open a test service order, with the technician and the date; the maintenance of each unit becomes a service order, with the technician and the date · Who does it: Support coordinator · Time: 25 min
11. 124
    Deliveries by region

    Deliver›Field and operations›Deliveries by region

    ✓What to check: the day's deliveries by region: completed, failed and pending · Who does it: Support coordinator · Time: 20 min
12. 125
    Flow metrics

    Deliver›The day's work›Flow metrics

    ✓What to check: the team's cycle time and throughput — where the ticket waits · Who does it: Support coordinator · Time: 20 min
13. 126
    Global agenda

    Deliver›Hours and capacity›Global agenda

    ✓What to check: a single calendar, with layers you turn on and off · Who does it: Support coordinator · Time: 15 min
14. 127
    Support

    Deliver›The day's work›Support

    ✓What to check: answer customers' conversations (portal) · Who does it: Support coordinator · Time: 15 min
15. 128
    Field measurement

    Deliver›Field and operations›Field measurement

    ✓What to check: recurring field services · Who does it: Support coordinator · Time: 15 min
16. 129
    Team ceremonies

    Deliver›The day's work›Team ceremonies

    ✓What to check: planning, daily, review and retrospective with timebox and factory agenda · Who does it: Support coordinator · Time: 15 min
17. 130
    Received emails

    Deliver›The day's work›Received emails

    ✓What to check: everything that came in through the support inbox and what happened to each message · Who does it: Support coordinator · Time: 15 min
18. 131
    Knowledge base

    Deliver›The day's work›Knowledge base

    ✓What to check: the articles that answer "how do I do X?" before it becomes a ticket · Who does it: Support coordinator · Time: 15 min
19. 132
    Daily service order map

    Deliver›Field and operations›Daily service order map

    ✓What to check: the map of technicians and service orders of the day with proximity-based routing · Who does it: Support coordinator · Time: 15 min
20. 133
    Meeting notes with Tenkai

    Deliver›The day's work›Meeting notes with Tenkai

    ✓What to check: paste (or upload) what was said in the meeting and receive an executive summary with the DECISIONS and the ACTIONS · Who does it: Support coordinator · Time: 15 min
21. 134
    Squad room

    Deliver›The day's work›Squad room

    ✓What to check: the single view of a team · Who does it: Support coordinator · Time: 15 min
22. 135
    Requests dashboard

    Deliver›The day's work›Requests dashboard

    ✓What to check: graphical view of requests · Who does it: Support coordinator · Time: 15 min
23. 136
    Request automations

    Registers and settings›Operations›Request automations

    ✓What to check: rules that act on their own on requests · Who does it: Support coordinator · Time: 15 min
24. 137
    Request templates

    Registers and settings›Operations›Request templates

    ✓What to check: request templates · Who does it: Support coordinator · Time: 15 min
25. 138
    Request workflows

    Registers and settings›Operations›Request workflows

    ✓What to check: configuration of the request flows · Who does it: Support coordinator · Time: 15 min

What this module does: Your company's assistant and its governance: what it knows, where it speaks, what it can decide on its own — and the trail of everything it answered.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

Who it is for: whoever wants to put the Tenka agents to work — the Reconciler, the Buyer, assisted closing, receipt forecast, scheduled questions — with rules written by the company and control over how much each agent can do on its own.

What you have at the end: Tenkai knowing how your company talks, the policies applying to every decision, each agent at the autonomy level you chose and the accountability of each: what it saw, what it decided and how much it saved.

Rhythm: 3 weeks. In each step there are two buttons: Open in the system and See the screen's help, both in a new tab.

1. 139
   Data Tenkai cannot see

   Registers and settings›Platform and security›Data Tenkai cannot see

   ✓What to check: the fields that never go to the AI (Tenkai still knows they exist, so it can say it cannot read them) · Who does it: Account administrator · Time: 15 min
2. 140
   Tenkai channels

   Registers and settings›Platform and security›Tenkai channels

   ✓What to check: what Tenkai can do outside the platform: WhatsApp, email, external agent · Who does it: Account administrator · Time: 15 min
3. 141
   Company policies

   Improve›Digital employees›Company policies

   ✓What to check: the rules in plain language: "up to 5% discount the salesperson decides; above that it goes to the manager" · Who does it: Account administrator · Time: 15 min
4. 142
   Digital employees

   Improve›Digital employees›Digital employees

   ✓What to check: the showcase: choose the first agent — almost always the Reconciler · Who does it: Account administrator · Time: 15 min
5. 143
   Agent autonomy

   Improve›Digital employees›Agent autonomy

   ✓What to check: each step in SUGGEST (only writes), REVIEW (prepares and you confirm) or EXECUTE — start at SUGGEST · Who does it: Account administrator · Time: 15 min
6. 144
   Digital Reconciler

   Improve›Digital employees›Digital Reconciler

   ✓What to check: import the statement and see the matches the agent proposes · Who does it: Account administrator · Time: 15 min
7. 145
   Agents inbox

   Improve›Digital employees›Agents inbox

   ✓What to check: everything the agents expect from you, in one place · Who does it: Account administrator · Time: 15 min
8. 146
   Tenkai context

   Registers and settings›Platform and security›Tenkai context

   ✓What to check: what Tenkai needs to know about the company, written once; the house glossary: what the acronyms mean, what you call the customer, the product, the department · Who does it: Account administrator · Time: 15 min
9. 147
   Scheduled questions

   Improve›Digital employees›Scheduled questions

   ✓What to check: the question that becomes a report: "send me the cash every Monday at 8am" · Who does it: Account administrator · Time: 15 min
10. 148
    Tenkai decision trail

    Improve›Digital employees›Tenkai decision trail

    ✓What to check: decision by decision: what the agent saw, what it decided and why · Who does it: Account administrator · Time: 15 min
11. 149
    Digital employees office

    Improve›Digital employees›Digital employees office

    ✓What to check: all agents side by side: status, runs in the month, how much they saved and how much they cost · Who does it: Account administrator · Time: 15 min
12. 150
    Assisted closing

    Improve›Digital employees›Assisted closing

    ✓What to check: the month-end closing checklist generated and measured in the database · Who does it: Account administrator · Time: 15 min
13. 151
    Tenkai Transparency Center

    Improve›Digital employees›Tenkai Transparency Center

    ✓What to check: each agent's scoreboard: what it earned, what it cost, what it got wrong; the confidence of each answer and the policy for when the agent hands over to a person · Who does it: Account administrator · Time: 15 min
14. 152
    Receipt forecast

    Improve›Digital employees›Receipt forecast

    ✓What to check: on which day each invoice should come in and the chance of delay · Who does it: Account administrator · Time: 15 min
15. 153
    Tenka Council

    Improve›Digital employees›Tenka Council

    ✓What to check: the decision ritual with the agenda ready (business health, goals traffic light, month's result) and the minutes · Who does it: Account administrator · Time: 15 min
16. 154
    Tour 360

    Open in the systemSee the screen help

    Improve›Digital employees›Tour 360

    ✓What to check: the guided tour tailored to your industry: garment manufacturing, textile chain, software house or services · Who does it: Account administrator · Time: 15 min
17. 155
    Daily queue

    Improve›Digital employees›Daily queue

    ✓What to check: what needs attention today, in a single list: what is due, what is stuck and what is waiting for you; each person's list for the day: what is due, what is stuck and what an agent left for you to decide · Who does it: Account administrator · Time: 15 min
18. 156
    Tenka showcase

    Improve›Digital employees›Tenka showcase

    ✓What to check: what else Tenka does for your industry, what is already in your plan and what requires a module · Who does it: Account administrator · Time: 15 min
19. 157
    Sharing with the partner

    Registers and settings›Platform and security›Sharing with the partner

    ✓What to check: what your account shares with the partner whose benefits program brought it here · Who does it: Account administrator · Time: 15 min
20. 158
    Knowledge by screen

    Improve›Platform and security›Knowledge by screen

    ✓What to check: check what the AI should know about each screen IN your company · Who does it: Account administrator · Time: 10 min
21. 159
    MCP Server

    Open in the systemSee the screen help

    Registers and settings›Platform and security›MCP Server

    ✓What to check: connect an AI agent (your company's Claude/ChatGPT) to the tenant's governed context · Who does it: Account administrator · Time: 15 min
22. 160
    AI usage

    Registers and settings›Platform and security›AI usage

    ✓What to check: Tenkai usage and cost per month · Who does it: Account administrator · Time: 15 min
23. 161
    Tenkai learning

    Improve›Digital employees›Tenkai learning

    ✓What to check: check what Tenkai usage taught, turned into a SUGGESTION for you to approve with one click · Who does it: Account administrator · Time: 10 min
24. 162
    Bring in what you already have

    Improve›Digital employees›Bring in what you already have

    ✓What to check: check uploads the XMLs of the invoices the company has already received and turns what is inside them into registration proposals · Who does it: Account administrator · Time: 10 min
25. 163
    Digital Buyer

    Improve›Digital employees›Digital Buyer

    ✓What to check: check the digital employee that replenishes inventory before it runs out · Who does it: Account administrator · Time: 10 min
26. 164
    Create an agent by chatting

    Improve›Digital employees›Create an agent by chatting

    ✓What to check: check the customer writes in plain language what they want · Who does it: Account administrator · Time: 10 min
27. 165
    Board table

    Improve›Digital employees›Board table

    ✓What to check: check bring a strategic question to the table · Who does it: Account administrator · Time: 10 min
28. 166
    Tenkai action plans

    Improve›Digital employees›Tenkai action plans

    ✓What to check: check ask in one sentence ("collect the 12 overdue ones") and see THE PLAN before anything goes out · Who does it: Account administrator · Time: 10 min
29. 167
    Tenkai watch

    Improve›Digital employees›Tenkai watch

    ✓What to check: check what Tenkai found on its own and nobody has resolved yet · Who does it: Account administrator · Time: 10 min

How the menu is organized (read before you start) (Tenkai module)

The agents live in Improve ▸ Digital employees. What they know and what they can never see is in Registers and settings ▸ Platform and security.

Where agents usually go wrong

• Starting at EXECUTE. Without a month at SUGGEST, nobody knows whether the agent gets it right. Raise autonomy step by step.
• Policy only in the owner's head. The agent follows the written policy; what is not written it cannot guess.
• Empty context. Without the house glossary, Tenkai does not understand what "MP" or "OC" mean in your company.

Questions Tenkai answers after the implementation

• "What are the agents waiting on from me today?"
• "How much did the Reconciler save this month?"
• "Why did the agent suggest this purchase?"

The gates and the routine (Tenkai module)

Week 1 — what Tenkai knows and what it never sees

Week 2 — the agents, one at a time

Week 3 — trust and accountability

The routine (10 minutes a day): Agents inbox. Once a month: Transparency Center — and raise to REVIEW or EXECUTE only the step that got the whole month right. ✅ Go-live gate: at least two agents working, each step at the autonomy level the company chose, and the Transparency Center showing what each one saved.

What this module does: Inventory of items (raw material, inputs, materials): balance by warehouse, movements with average cost and COGS, stocktaking, turnover and ABC curve. Includes the custody/registration of fixed assets.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

1. 168
   Warehouse addresses

   Deliver›Production›Warehouse addresses

   ✓What to check: aisle, rack, shelf and position, with the scannable code and the capacity · Who does it: Production and inventory · Time: 20 min
2. 169
   Warehouses

   Deliver›Supplies and inventory›Warehouses

   ✓What to check: one warehouse for each place where inventory is kept · Who does it: Production and inventory · Time: 20 min
3. 170
   Stocktakes

   Deliver›Supplies and inventory›Stocktakes

   ✓What to check: the initial count: what was counted becomes the opening balance · Who does it: Production and inventory · Time: 20 min
4. 171
   Purchase requisitions

   Deliver›Supplies and inventory›Purchase requisitions

   ✓What to check: one department requests, the buyer approves · Who does it: Production and inventory · Time: 20 min
5. 172
   Label templates

   Deliver›Production›Label templates

   ✓What to check: the price label with the barcode from your printer · Who does it: Production and inventory · Time: 20 min
6. 173
   Purchase quotes

   Deliver›Supplies and inventory›Purchase quotes

   ✓What to check: the price from N suppliers on the map, with the winner of each item · Who does it: Production and inventory · Time: 20 min
7. 174
   Serialized units

   Deliver›Rental and fleet›Serialized units

   ✓What to check: each physical unit of the model, with serial number and status · Who does it: Production and inventory · Time: 20 min
8. 175
   Purchase orders

   Deliver›Supplies and inventory›Purchase orders

   ✓What to check: the commitment to the supplier: items, quantities, values and term · Who does it: Production and inventory · Time: 20 min
9. 176
   Inbound NF-e

   Deliver›Supplies and inventory›Inbound NF-e

   ✓What to check: import the invoice XML: check it against the order and post it — the inventory comes in; on each item, the Destination (Inventory, Use and consumption or Fixed asset: the fixed asset becomes the asset record); partner who buys with their own card (1.103.0): under Payment, pick the partner in "Who gets paid" with the installments and the 1st due date, and mark an invoice under their tax ID as receipt only (it stays out of SPED) · Who does it: Production and inventory · Time: 25 min
10. 177
    Foreign trade process (record)

    Deliver›Production›Foreign trade›the process

    ✓What to check: the customs clearance: the nationalized cost of each item goes into the inventory's average cost · Who does it: Production and inventory · Time: 20 min
11. 178
    Purchase suggestion

    Deliver›Supplies and inventory›Purchase suggestion

    ✓What to check: what is below the minimum or turning fast, with the suggested quantity · Who does it: Production and inventory · Time: 20 min
12. 179
    Third-party material

    Deliver›Production›Third-party material

    ✓What to check: the material that went to the third party, what came back and what is missing · Who does it: Production and inventory · Time: 20 min
13. 180
    Foreign trade

    Deliver›Production›Foreign trade

    ✓What to check: the import process with supplier, items and incoterm · Who does it: Production and inventory · Time: 20 min
14. 181
    Production order

    Deliver›Production›Production order

    ✓What to check: open a test order and follow it to the end · Who does it: Production and inventory · Time: 20 min
15. 182
    Shipping manifest

    Deliver›Supplies and inventory›Shipping manifest

    ✓What to check: what goes inside the load; closing the manifest deducts the inventory; the unloading schedule (1.99.0): in the GS1 tab, after the advance shipping notice, the window, the dock and the booking code the retailer's DC gave; a window after the promised delivery is highlighted · Who does it: Production and inventory · Time: 25 min
16. 183
    Received invoices

    Deliver›Supplies and inventory›Received invoices

    ✓What to check: the supplier's invoice entering the inventory · Who does it: Production and inventory · Time: 20 min
17. 184
    Rolls (individual weight)

    Deliver›Production›Rolls (individual weight)

    ✓What to check: each roll with the scale weight and the label; at the spinning mill, in Check, the moisture of each package: the conditioned weight goes on the invoice with the scale weight and the moisture; for whoever buys yarn, in Check, the moisture and the conditioned weight on the invoice of each yarn package; a difference above the tolerance becomes a weight claim to the supplier; the moisture regain comes from the standard chosen in Settings (ASTM D1909 or BISFA) or, when the supplier contract fixes it, from Moisture regain agreed with suppliers (per fiber and lot), and the Rate source column says which one applied; for whoever buys knit fabric, in Check, the measured metres of each roll; fabric that yields less than agreed becomes a claim to the supplier · Who does it: Production and inventory · Time: 20 min
18. 185
    Buy from the network

    Deliver›Supplies and inventory›Buy from the network

    ✓What to check: the garment maker's purchase through the network catalog · Who does it: Production and inventory · Time: 20 min
19. 186
    Drawback

    Open in the systemSee the screen help

    Deliver›Production›Drawback

    ✓What to check: if you import in order to export later: the concession act and what is left to prove · Who does it: Production and inventory · Time: 20 min
20. 187
    Fiscal × physical × rolls

    Deliver›Production›Fiscal × physical × rolls

    ✓What to check: the invoice's inventory, the count's and the rolls' matching — the difference shows up here · Who does it: Production and inventory · Time: 20 min
21. 188
    Bill of materials (BOM)

    Deliver›Production›Bill of materials (BOM)

    ✓What to check: each product with the consumption of each material and the cost · Who does it: Production and inventory · Time: 20 min
22. 189
    ABC curve

    Know›Explore›ABC curve

    ✓What to check: what sells most and what sits unsold · Who does it: Production and inventory · Time: 20 min
23. 190
    Inventory dashboard

    Know›Explore›Inventory dashboard

    ✓What to check: the whole inventory on one screen: value, turnover and stockouts; selling without balance (1.99.0): with it off, the register sells what is not in stock as always and the Output without balance panel flags each one (and the piece without cost); with "Inventory: refuse output without balance in every flow" on (Parameters, Production), the register refuses the sale without balance and the manager authorizes it here (item, quantity, reason, valid for 24 h); a company created from 1.99.0 on starts with the refusal turned on (existing and demo companies stayed off): post the opening balance before the first sale · Who does it: Production and inventory · Time: 30 min
24. 191
    Load × production capacity

    Deliver›Production›Load × production capacity

    ✓What to check: the setup and the bottleneck of each link · Who does it: Production and inventory · Time: 20 min
25. 192
    Commodities and energy

    Deliver›Production›Commodities and energy

    ✓What to check: cotton against the day's quote (ESALQ/ICE recorded with source), free-market energy by auction and the position… · Who does it: Production and inventory · Time: 15 min
26. 193
    Asset custody

    Deliver›Supplies and inventory›Asset custody

    ✓What to check: registration and custody of fixed assets · Who does it: Production and inventory · Time: 15 min
27. 194
    Emission factors

    Deliver›Supplies and inventory›Emission factors

    ✓What to check: the emission factor (kg CO₂e) of the fiber, processing and energy the company uses in the digital passport, with the… · Who does it: Production and inventory · Time: 15 min
28. 195
    Visual management

    Deliver›Production›Visual management

    ✓What to check: the factory scoreboard by cell, right now · Who does it: Production and inventory · Time: 15 min
29. 196
    External industrialization

    Deliver›Production›External industrialization

    ✓What to check: what is in the hands of each third party (dyehouse, subcontract sewer, finishing) and what came back from there; the return invoice and the deadline (1.99.0): on the shipment record, Return invoice tab, each return is matched to the third party's invoice (CFOP 1902/2902 for the input and 1124/1125 for the processing) and Tenka checks the value against the cost of what went out; the Return deadline panel shows the shipments due in 30 days ("Industrialization: shipment return deadline", default 180 days) · Who does it: Production and inventory · Time: 25 min
30. 197
    Shop-floor hours and safety rules

    Deliver›Production›Shop-floor hours and safety rules

    ✓What to check: overtime against the legal limit, break, hour bank and the NR-17, NR-12, PGR and PCMSO checklist per workstation · Who does it: Production and inventory · Time: 15 min
31. 198
    Knitting and fabric

    Deliver›Production›Knitting and fabric

    ✓What to check: the looms and the light scheduling of the knitting mill (article, yarn, kg, forecast by kg/day), fabric inspection by roll… · Who does it: Production and inventory · Time: 15 min
32. 199
    Inventory movements

    Deliver›Supplies and inventory›Inventory movements

    ✓What to check: the inventory ledger · Who does it: Production and inventory · Time: 15 min
33. 200
    Production process

    Deliver›Production›Production process

    ✓What to check: the reusable production process · Who does it: Production and inventory · Time: 15 min
34. 201
    Production board

    Deliver›Production›Production board

    ✓What to check: the factory floor on one screen · Who does it: Production and inventory · Time: 15 min
35. 202
    Warehouse dashboard

    Deliver›Production›Warehouse dashboard

    ✓What to check: occupancy by aisle, rolls without address, blocked, scan incidents, transfers in transit and stocktakes by… · Who does it: Production and inventory · Time: 15 min
36. 203
    Store-to-store transfer

    Know›Explore›Store-to-store transfer

    ✓What to check: a transfer between two stores with packing list, package label and check on arrival · Who does it: Production and inventory · Time: 5 min
37. 204
    Store picking

    store phone›Store picking

    ✓What to check: the store's website order queue: scan, ship and hand over checking the CPF · Who does it: Production and inventory · Time: 5 min
38. 205
    Scheduled stock counts

    Deliver›Supplies and inventory›Scheduled stock counts

    ✓What to check: the weekday of each product group per store · Who does it: Production and inventory · Time: 5 min
39. 206
    Count on the phone

    store phone›Count on the phone

    ✓What to check: today's count scanned with the camera and applied with the reason for the difference · Who does it: Production and inventory · Time: 5 min
40. 207
    Received shipments

    Deliver›Production›Received shipments

    ✓What to check: for the workshop that uses Tenka: shipments from garment makers arriving by themselves and the capacity published on the network · Who does it: Production and inventory · Time: 5 min
41. 208
    Subcontractor plan

    Deliver›Production›Subcontractor plan

    ✓What to check: each workshop's capacity per operation: pieces per week, lead time and price per piece · Who does it: Production and inventory · Time: 5 min
42. 209
    Subcontractor network

    Deliver›Production›Subcontractor network

    ✓What to check: searching for a workshop with free capacity on the network and the sewing request that becomes a shipment · Who does it: Production and inventory · Time: 5 min
43. 210
    Style from photo

    Deliver›Supplies and inventory›Style from photo

    ✓What to check: a new style from the camera, with the house size grid, barcode and labels · Who does it: Production and inventory · Time: 5 min
44. 211
    Allocation under shortage

    Know›Explore›Allocation under shortage

    ✓What to check: the rule for who gets the stock when pieces run short and how much is held back for e-commerce · Who does it: Production and inventory · Time: 10 min
45. 212
    Network exchange

    Deliver›Production›Network exchange

    ✓What to check: the idle loom or leftover knit fabric offered to the network, and the acceptance that becomes a shipment or an invoice; the leftover's CFOP (1.99.0): when you enter the leftover's invoice, Tenka tells you the CFOP (5101/5102 sale, 5151/5152 transfer between head office and branch, 5949 no value; 6xxx between states) and the buyer's receipt carries the invoice preview, the invoice and the inherited lot · Who does it: Production and inventory · Time: 15 min
46. 213
    Textile EPR by country

    Deliver›Production›Textile EPR by country

    ✓What to check: the producer fee by country and category, and the calculation of what was exported · Who does it: Production and inventory · Time: 15 min

What this module does: Rental of assets and the fleet of rented equipment: rental contract, return and fleet availability.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

1. 214
   Rental fleet

   Deliver›Rental and fleet›Rental fleet

   ✓What to check: each piece of equipment with the status (idle, rented, under maintenance) and the hour meter that triggers preventive maintenance · Who does it: Production and inventory · Time: 20 min
2. 215
   Item rental

   Deliver›Rental and fleet›Item rental

   ✓What to check: a test rental: the units free in the period appear; the same unit is not rented twice · Who does it: Production and inventory · Time: 25 min

What this module does: Pre-sales: leads, configurable funnel, opportunities (kanban) and conversion to customer/contract.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

1. 216
   Opportunities

   Sell›The funnel›Opportunities

   ✓What to check: the open deals, with value and stage · Who does it: Sales · Time: 20 min
2. 217
   Proposals

   Sell›The funnel›Proposals

   ✓What to check: build a proposal with scope, hours per role and price · Who does it: Sales · Time: 20 min
3. 218
   Push campaigns

   Sell›Marketing and growth›Push campaigns

   ✓What to check: short message to the portal customers · Who does it: Sales · Time: 15 min
4. 219
   Email campaigns

   Sell›Marketing and growth›Email campaigns

   ✓What to check: email communication to your own base (customers, leads or a segment), with a duplicate-free list, link to… · Who does it: Sales · Time: 15 min
5. 220
   Customer map by region

   Sell›Market intelligence›Customer map by region

   ✓What to check: where your customers are and where revenue comes from, on the map of Brazil by state · Who does it: Sales · Time: 15 min
6. 221
   Meeting scheduler

   Sell›The funnel›Meeting scheduler

   ✓What to check: creates scheduling links for the customer to pick a free slot on their own · Who does it: Sales · Time: 15 min
7. 222
   Sales cadences

   Sell›The funnel›Sales cadences

   ✓What to check: sequences of touches (email, WhatsApp, task) that do the follow-up on their own · Who does it: Sales · Time: 15 min
8. 223
   Salesperson portfolio

   Sell›After the win›Salesperson portfolio

   ✓What to check: the portfolio cockpit by sales owner · Who does it: Sales · Time: 15 min
9. 224
   Customer 360

   Sell›After the win›Customer 360

   ✓What to check: everything about a customer on a single screen · Who does it: Sales · Time: 15 min
10. 225
    Sales dashboard

    Sell›The funnel›Sales dashboard

    ✓What to check: weighted pipeline, monthly sales forecast, funnel by stage, average cycle and loss reasons · Who does it: Sales · Time: 15 min
11. 226
    Customer Success

    Open in the systemSee the screen help

    Sell›After the win›Customer Success

    ✓What to check: portfolio health · Who does it: Sales · Time: 15 min
12. 227
    Forms and surveys

    Sell›The funnel›Forms and surveys

    ✓What to check: public lead-capture forms and surveys (NPS/CSAT) that feed leads and the funnel · Who does it: Sales · Time: 15 min
13. 228
    Funnel (kanban)

    Sell›The funnel›Funnel (kanban)

    ✓What to check: kanban of opportunities by funnel stage · Who does it: Sales · Time: 15 min
14. 229
    Funnels

    Registers and settings›Sales›Funnels

    ✓What to check: sales funnels and their stages (the kanban columns) · Who does it: Sales · Time: 15 min
15. 230
    Ideal customer profile

    Sell›The funnel›Ideal customer profile

    ✓What to check: the profile of the customers who give margin and pay on time · Who does it: Sales · Time: 15 min
16. 231
    Leads

    Open in the systemSee the screen help

    Sell›The funnel›Leads

    ✓What to check: contacts being qualified (pre-sales), with dedupe and conversion to customer · Who does it: Sales · Time: 15 min
17. 232
    Market

    Sell›The funnel›Market

    ✓What to check: cross the Federal Revenue public database with your portfolio and see how much of your sector's and region's market you… · Who does it: Sales · Time: 15 min
18. 233
    Loss reasons

    Registers and settings›Sales›Loss reasons

    ✓What to check: reasons for losing opportunities · Who does it: Sales · Time: 15 min
19. 234
    Customer personas

    Sell›Market intelligence›Customer personas

    ✓What to check: classifies the portfolio by persona/ICP from firmographic criteria (size, CNAE, state, segment) and from… · Who does it: Sales · Time: 15 min
20. 235
    Prospecting

    Sell›The funnel›Prospecting

    ✓What to check: search for companies that are not yet your customers in the Federal Revenue public database · Who does it: Sales · Time: 15 min
21. 236
    Sales cockpit

    Sell›After the win›Sales cockpit

    ✓What to check: performance by salesperson (leads, conversion, average ticket, value won) with internal benchmark · Who does it: Sales · Time: 15 min
22. 237
    White space

    Sell›Market intelligence›White space

    ✓What to check: map of what each customer does NOT have yet · Who does it: Sales · Time: 15 min
23. 238
    Customers to contact today

    Sell›After the win›Customers to contact today

    ✓What to check: the five ready-made rules, the consent of who receives and the first day's list on WhatsApp · Who does it: Sales · Time: 5 min

What this module does: The reading of money: profitability X-ray, live margin, income statements, cash flow, budget, forecasting, actuarial and the result indicators.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

1. 239
   Default risk

   Receive›Money on the move›Default risk

   ✓What to check: turn on the D-3 and D+1 notices; automatic suspension only when you feel safe · Who does it: Manager · Time: 15 min
2. 240
   Management income statement

   Know›What is left over›Management income statement

   ✓What to check: one company at a time and then the two selected: the group · Who does it: Manager · Time: 15 min
3. 241
   Budget

   Know›The cash desk›Budget

   ✓What to check: the month's target per center, for budget × actual from the 2nd month · Who does it: Manager · Time: 15 min
4. 242
   IFRS statement (consolidated)

   Know›What is left over›IFRS statement (consolidated)

   ✓What to check: the group's result eliminating what one company sold to the other · Who does it: Manager · Time: 15 min
5. 243
   Profitability

   Know›What is left over›Profitability

   ✓What to check: the margin by customer, by product and by profit center; the margin by customer and by contract · Who does it: Manager · Time: 20 min
6. 244
   Income statement by category (rollup)

   Know›What is left over›Income statement by category (rollup)

   ✓What to check: the group's result with the sale between the companies eliminated (intercompany) · Who does it: Manager · Time: 15 min
7. 245
   Model governance

   Know›Simulate before you decide›Model governance

   ✓What to check: check the auditable fact sheets (model cards) of the actuarial core models · Who does it: Manager · Time: 10 min
8. 246
   Actuarial core

   Know›Simulate before you decide›Actuarial core

   ✓What to check: check the math of risk, VISIBLE (no black box) · Who does it: Manager · Time: 10 min
9. 247
   Actuarial balance

   Know›The balance sheet and the proof›Actuarial balance

   ✓What to check: check the ACTUARIAL LAYER BALANCE · Who does it: Manager · Time: 10 min
10. 248
    Public calibration

    Know›The balance sheet and the proof›Public calibration

    ✓What to check: check the PUBLIC CALIBRATION REPORT · Who does it: Manager · Time: 10 min
11. 249
    Product revenue

    Know›What is left over›Product revenue

    ✓What to check: check MRR, margin by product, revenue per customer and recurring-revenue adjustment · Who does it: Manager · Time: 10 min
12. 250
    Investment analysis

    Know›Simulate before you decide›Investment analysis

    ✓What to check: check does the investment pay the cost of capital? NPV, IRR, MIRR, payback and IBC of the flow, discounted by the automatic WACC of the… · Who does it: Manager · Time: 10 min
13. 251
    Month's cash

    Know›The cash desk›Month's cash

    ✓What to check: check four numbers for whoever looks after cash without being a finance person · Who does it: Manager · Time: 10 min
14. 252
    CFO calculators

    Know›Simulate before you decide›CFO calculators

    ✓What to check: check quick decision tools · Who does it: Manager · Time: 10 min
15. 253
    Cards and checks

    Know›The cash desk›Cards and checks

    ✓What to check: check the acquirer's fees by card brand, mode and installments (the POS card sale becomes a receivable on the due date, net… · Who does it: Manager · Time: 10 min
16. 254
    Scenarios (what-if)

    Know›Simulate before you decide›Scenarios (what-if)

    ✓What to check: check simulate hiring/losing a customer/adjusting prices and compare the impact on result, margin and break-even point · Who does it: Manager · Time: 10 min
17. 255
    Results certificate

    Know›The balance sheet and the proof›Results certificate

    ✓What to check: check the monthly seal of what the platform PROVED in the month · Who does it: Manager · Time: 10 min
18. 256
    Cash flow statement

    Know›The cash desk›Cash flow statement

    ✓What to check: check 12-month management cash flow statement (direct method) · Who does it: Manager · Time: 10 min
19. 257
    Income statement by packages

    Know›What is left over›Income statement by packages

    ✓What to check: check the 12 months of actuals read in the category tree (packages sum their children) with budget and variance of the current version of the… · Who does it: Manager · Time: 10 min
20. 258
    Daily statement

    Know›The cash desk›Daily statement

    ✓What to check: check cash day by day · Who does it: Manager · Time: 10 min
21. 259
    Working capital (Fleuriet)

    Know›The cash desk›Working capital (Fleuriet)

    ✓What to check: check dynamic working capital model · Who does it: Manager · Time: 10 min
22. 260
    Flow by category

    Know›The cash desk›Flow by category

    ✓What to check: check the category × day-of-month matrix · Who does it: Manager · Time: 10 min
23. 261
    Margin forecasting

    Know›Simulate before you decide›Margin forecasting

    ✓What to check: check projection of revenue, cost and margin for the next 6 months from the real income statement trend, in scenarios… · Who does it: Manager · Time: 10 min
24. 262
    Digital twin (what if…?)

    Know›Simulate before you decide›Digital twin (what if…?)

    ✓What to check: check the company's what-if simulator · Who does it: Manager · Time: 10 min
25. 263
    Indicators

    Know›Explore›Indicators

    ✓What to check: check traffic lights of the financial indicators (liquidity, margin, growth, concentration, default, runway) approximated by… · Who does it: Manager · Time: 10 min
26. 264
    Live margin

    Know›What is left over›Live margin

    ✓What to check: check where the company makes money, month by month · Who does it: Manager · Time: 10 min
27. 265
    Variance narrative

    Know›The cash desk›Variance narrative

    ✓What to check: check the explanation of the budget variance, written and ready · Who does it: Manager · Time: 10 min
28. 266
    Credit score

    Grow›Capital›Credit score

    ✓What to check: the credit score (0 to 1000) of a customer or of the tenant itself, combining the signals that already exist in the system · Who does it: Manager · Time: 15 min
29. 267
    Profitability simulator

    Know›Simulate before you decide›Profitability simulator

    ✓What to check: check the quick simulation of a contract's real hourly cost and margin, before signing · Who does it: Manager · Time: 10 min

Who it is for: whoever rents equipment or vehicles — scaffolding, generators, machines, tools, cars — by unit with a serial number, by period, with maintenance by hour meter or mileage.

What you have at the end: each unit with its status (free, rented, under maintenance), the rental showing only what is free in the period, preventive maintenance triggering on its own and the revenue of each piece of equipment.

Rhythm: 3 weeks. In each step there are two buttons: Open in the system and See the screen's help, both in a new tab.

How the menu is organized (read before you start) (Equipment and fleet rental)

Where rental usually goes wrong

• Unit without a serial number. Without the individual unit, the system does not know which one went out and which one came back.
• Outdated hour meter. Preventive maintenance triggers by hour meter; if nobody updates it on return, it does not trigger.
• Return outside the system. A unit that came back and was not checked in stays "rented" and disappears from availability.

Questions Tenkai answers after the implementation

• "Which equipment is idle today?"
• "Which units are due for maintenance this week?"
• "Which equipment earned the most in the quarter?"

The gates and the routine (Equipment and fleet rental)

Week 1 — the foundation and the units

Week 2 — the rental

Week 3 — money and yield

The routine (10 minutes a day): Rental fleet (what is idle and what is due for maintenance) and Item rental (what comes back today). ✅ Go-live gate: no unit rented twice in the same period, preventive maintenance goes out on its own and the owner answers "which equipment earns the most?" without a spreadsheet.