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Implementation guide — Distribution and wholesale

The step-by-step to bring a Distribution and wholesale operation into Tenka (Brazil), built from the modules it uses: 258 steps, about 69 h 50 min of work.

7weeks
258steps
5gates
55min read
  1. 1Brazil
  2. 1Make-to-order production
  3. 1Sells wholesale
  4. 1Settings module
  5. 2Finance module
  6. 3Sales module
  7. 4Requests & Support module
  8. 4Tenkai module
  9. 5Supply module
  10. 6CRM module
  11. 7Profitability & Results module
  12. 7Distribution and inventory

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1What Tenka does for this operation

Each module in the suggested package shows its status in the country. The vertical suggests the modules; the account plan is what unlocks the screens.

Already works in Tenka: Configurações, Financeiro, Comercial, Demandas & Suporte, Tenkai, Suprimentos, CRM, Rentabilidade & Resultado

Week 1Brazil

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

  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 — they appear on the invoice · Who does it: Account administrator · Time: 35 min
  2. Outbound e-invoice (NF-e)
    DeliverSales and shippingOutbound 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. Tax assessment
    ReceiveUp to date with the governmentTax 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. eSocial
    Open in the systemSee the screen help
    ReceiveUp to date with the governmenteSocial
    What to check: the payroll events checked before sending · Who does it: Accountant · Time: 30 min
  5. Connected accounts
    ReceiveMoney on the moveConnected 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.

Week 1Make-to-order production

Operation format: Whoever produces to order: each order becomes a production order, with the consumption from the tech pack and the real cost. Your industry's block and the modules' blocks bring the rest.

  1. Bill of materials (BOM)
    DeliverProductionBill of materials (BOM)
    What to check: the consumption of each material of the best-selling product; each product with the consumption of each material and the cost · Who does it: Production and inventory · Time: 50 min
  2. Production order
    DeliverProductionProduction order
    What to check: a test order from sale to delivery, with consumption recorded; open a test order and follow it to the end · Who does it: Production and inventory · Time: 40 min

Week 1Sells wholesale

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. Price lists and promotions
    Registers and settingsSalesPrice 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. Sales order
    DeliverSales and shippingSales order
    What to check: a business customer order, with the agreed payment term; a test order, from quote to shipping; a test order through to picking · Who does it: Sales · Time: 40 min

Week 1Settings module

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. Users and access groups
    Registers and settingsPlatform and securityUsers 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); buyer, checker, picker, shipping, salesperson, finance · Who does it: Account administrator · Time: 20 min
  2. Access matrix
    Registers and settingsSettingsAccess 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. 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. Group units
    Registers and settingsFinanceGroup 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. 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; connect the e-commerce, the marketplace or the ERP in one click: the integration recipe asks only for what is missing and tests the connection · Who does it: Account administrator · Time: 20 min
  6. API keys
    Registers and settingsPlatform and securityAPI 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. Platform access
    Registers and settingsPlatform and securityPlatform access
    What to check: transparency · Who does it: Account administrator · Time: 15 min
  8. Approval limits
    Registers and settingsFinanceApproval limits
    What to check: approval flow by event and step · Who does it: Account administrator · Time: 15 min
  9. Environment / Sandbox
    Registers and settingsPlatform and securityEnvironment / 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. Automations
    Registers and settingsPlatform and securityAutomations
    What to check: create automations without programming · Who does it: Account administrator · Time: 15 min
  11. WhatsApp channels
    Registers and settingsPlatform and securityWhatsApp channels
    What to check: the company's WhatsApp connection (official Cloud API or Evolution) · Who does it: Account administrator · Time: 15 min
  12. Approval delegations
    Registers and settingsFinanceApproval delegations
    What to check: temporarily transfer your approval authority to someone else (vacations, absences) · Who does it: Account administrator · Time: 15 min
  13. Approval events
    Registers and settingsPlatform and securityApproval events
    What to check: catalog of events that may require approval · Who does it: Account administrator · Time: 15 min
  14. Migrate from the previous system
    Registers and settingsGetting startedMigrate 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
  15. Connected apps
    Registers and settingsPlatform and securityConnected 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
  16. Shareholding
    Registers and settingsFinanceShareholding
    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
  17. Access recertification
    Registers and settingsPlatform and securityAccess recertification
    What to check: the periodic review of who can do what · Who does it: Account administrator · Time: 15 min
  18. SSO / SAML
    Open in the systemSee the screen help
    Registers and settingsPlatform and securitySSO / 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
  19. Operations rails
    Registers and settingsOperationsOperations 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
  20. Storage usage
    Registers and settingsPlatform and securityStorage usage
    What to check: how much space the account's files take up · Who does it: Account administrator · Time: 15 min
  21. Tenkai on the website
    Registers and settingsPlatform and securityTenkai on the website
    What to check: the support chat that your website shows to visitors · Who does it: Account administrator · Time: 15 min
  22. Team journey
    Registers and settingsGetting startedTeam journey
    What to check: who else is in · Who does it: Account administrator · Time: 15 min
  23. Implementation journey
    Registers and settingsGetting startedImplementation journey
    What to check: guided implementation · Who does it: Account administrator · Time: 15 min
  24. Mirror month
    Registers and settingsGetting startedMirror month
    What to check: prove that Tenka reproduces the accountant's closing · Who does it: Account administrator · Time: 15 min
  25. Migrate from another system
    Registers and settingsGetting startedMigrate 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
  26. Connector monitoring
    Registers and settingsIntegrationsConnector monitoring
    What to check: the health of the integration, hiding nothing · Who does it: Account administrator · Time: 15 min
  27. Connector reconciliation
    Registers and settingsIntegrationsConnector reconciliation
    What to check: one month at a time · Who does it: Account administrator · Time: 15 min
  28. Integration connector
    Registers and settingsIntegrationsIntegration 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
  29. Orders sent to the ERP
    Registers and settingsIntegrationsOrders 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
  30. Assisted implementation
    Registers and settingsPlatform and securityAssisted 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
  31. 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
  32. WhatsApp usage
    Registers and settingsPlatform and securityWhatsApp 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

Week 2Finance module

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. Credit cards
    Registers and settingsFinanceCredit cards
    What to check: each card with its limit, closing day and due day · Who does it: Finance · Time: 20 min
  2. Bank accounts
    Registers and settingsFinanceBank accounts
    What to check: each account with the opening balance at the cutoff date · Who does it: Finance · Time: 20 min
  3. Financial categories
    Registers and settingsFinanceFinancial 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. Recurring entries
    ReceiveMoney on the moveRecurring 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. Profit centers
    Registers and settingsFinanceProfit centers
    What to check: one per activity whose margin you want to see separately · Who does it: Finance · Time: 20 min
  6. Suppliers
    Registers and settingsFinanceSuppliers
    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; the suppliers and the carriers · Who does it: Finance · Time: 25 min
  7. Categorization rules
    Registers and settingsFinanceCategorization 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. Card statements
    Registers and settingsFinanceCard 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. Annual household bills
    Registers and settingsFinanceAnnual 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. Exchange rates
    ReceiveMoney on the moveExchange rates
    What to check: the exchange contract for payment to the exporter · Who does it: Finance · Time: 20 min
  11. Household debts
    Registers and settingsFinanceHousehold 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. Investments
    Registers and settingsFinanceInvestments
    What to check: savings, CDB, Treasury, funds, stocks and pension, with the position of each investment · Who does it: Finance · Time: 20 min
  13. Card acquirer reconciliation
    ReceiveMoney on the moveCard acquirer reconciliation
    What to check: the card machine statement matched to each sale · Who does it: Finance · Time: 20 min
  14. Approvals
    ReceiveMoney on the moveApprovals
    What to check: who approves payment in each company · Who does it: Finance · Time: 20 min
  15. Net worth
    Registers and settingsFinanceNet 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
  16. The household's future
    ReceiveFinanceThe 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
  17. Bank reconciliation
    ReceiveMoney on the moveBank reconciliation
    What to check: import the month's OFX, let it reconcile on its own and check what is left · Who does it: Finance · Time: 20 min
  18. Financial transactions
    ReceiveMoney on the moveFinancial transactions
    What to check: the receivables and payables that sales and purchases generated in the first cycle; the month's purchase and sales receivables and payables · Who does it: Finance · Time: 25 min
  19. Rental contracts
    Registers and settingsFinanceRental contracts
    What to check: each rented property: tenant, value, due date, term, adjustment index and guarantee · Who does it: Finance · Time: 20 min
  20. Financial alerts
    KnowThe cash deskFinancial alerts
    What to check: check proactive watch over the result · Who does it: Finance · Time: 10 min
  21. Center structure
    Registers and settingsFinanceCenter structure
    What to check: organize the profit centers into areas/groups with N levels · Who does it: Finance · Time: 15 min
  22. Treasury contracts
    KnowThe cash deskTreasury contracts
    What to check: check the company's loans, financing and investments · Who does it: Finance · Time: 10 min
  23. Monthly closing
    ReceiveMoney on the moveMonthly closing
    What to check: closes the period · Who does it: Finance · Time: 15 min
  24. Health Score
    Open in the systemSee the screen help
    KnowExploreHealth 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
  25. IFRS map — review categories
    KnowExploreIFRS 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
  26. Category structure
    Registers and settingsFinanceCategory structure
    What to check: organize the categories into packages/groups with N levels · Who does it: Finance · Time: 15 min
  27. Renegotiations
    ReceiveMoney on the moveRenegotiations
    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
  28. Partner balance
    ReceiveMoney on the movePartner balance
    What to check: the business partner's current account · Who does it: Finance · Time: 15 min
  29. Receivable and payable types
    Registers and settingsFinanceReceivable and payable types
    What to check: types of financial instrument · Who does it: Finance · Time: 15 min
  30. Retailer fines
    ReceiveMoney on the moveRetailer 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

Week 3Sales module

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. Product groups
    Registers and settingsSalesProduct groups
    What to check: the product families you want to see separately · Who does it: Sales · Time: 20 min
  2. Customers
    Registers and settingsSalesCustomers
    What to check: import the customer list (name, tax ID, email); import the portfolio · Who does it: Sales · Time: 25 min
  3. Products
    Registers and settingsSalesProducts
    What to check: what you sell, with the sales unit and the price; what is sold, with unit and code · Who does it: Sales · Time: 25 min
  4. Vouchers and benefits
    Registers and settingsSalesVouchers and benefits
    What to check: what the store owes customers: vouchers, gift cards and cashback · Who does it: Sales · Time: 20 min
  5. Payment terms
    DeliverSales and shippingPayment terms
    What to check: cash, 30/60/90 and the ones you use · Who does it: Sales · Time: 20 min
  6. Club tiers
    Registers and settingsSalesClub tiers
    What to check: the discount that applies automatically based on how much the customer bought · Who does it: Sales · Time: 20 min
  7. Picking TV
    DeliverField and operationsPicking TV
    What to check: the picking queue on a warehouse TV, updating on its own · Who does it: Sales · Time: 20 min
  8. Contracts cockpit
    ReceiveContracts and billingContracts cockpit
    What to check: no contract without an adjustment or without an expiry · Who does it: Sales · Time: 20 min
  9. Exchanges and store credit
    Registers and settingsSalesExchanges 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. Contracts
    ReceiveContracts and billingContracts
    What to check: each contract with value, expiry and adjustment date · Who does it: Sales · Time: 20 min
  11. POS — checkout counter
    Registers and settingsSalesPOS — checkout counter
    What to check: open the register, make a test sale, one cash withdrawal and close the register; if there is a counter: the order made by the salesperson is brought to the register with F10 (pre-sale) and becomes billed · Who does it: Sales · Time: 25 min
  12. Delivery manifest
    DeliverField and operationsDelivery manifest
    What to check: the day's route with each vehicle's deliveries · Who does it: Sales · Time: 20 min
  13. Textile chain map
    DeliverSales and shippingTextile 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
  14. Sales representatives
    Registers and settingsSalesSales representatives
    What to check: each representative with the region and the commission · Who does it: Sales · Time: 20 min
  15. Shipping center
    DeliverField and operationsShipping 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
  16. Own fleet
    DeliverField and operationsOwn fleet
    What to check: delivery with your own vehicle: capacity, driver and maintenance · Who does it: Sales · Time: 20 min
  17. Consignment and trial sales
    DeliverSales and shippingConsignment and trial sales
    What to check: the piece that goes out on consignment and what comes back · Who does it: Sales · Time: 20 min
  18. Online sales channels
    Registers and settingsSalesOnline 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
  19. Contract templates
    Registers and settingsSalesContract templates
    What to check: library of contract models/templates with tokens, used to generate the draft · Who does it: Sales · Time: 15 min
  20. Document templates
    Registers and settingsSalesDocument 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
  21. Team targets and commissions
    Registers and settingsSalesTeam targets and commissions
    What to check: salespeople and representatives side by side · Who does it: Sales · Time: 15 min
  22. Business partners
    Registers and settingsSalesBusiness partners
    What to check: units, resellers, consultancies and sales channels · Who does it: Sales · Time: 15 min
  23. Commission rules
    Registers and settingsSalesCommission rules
    What to check: the commission of each salesperson and representative · Who does it: Sales · Time: 15 min
  24. Sales return
    DeliverSales and shippingSales return
    What to check: the return of products sold · Who does it: Sales · Time: 15 min
  25. Shipping
    DeliverSales and shippingShipping
    What to check: picking, checking (expected × picked) and shipping of sales orders · Who does it: Sales · Time: 15 min
  26. My stores
    Registers and settingsSalesMy 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
  27. Phone register
    Registers and settingsSalesPhone register
    What to check: the stall's phone authorized, the Stone or PagBank card machine and the Bluetooth printer; a test sale without internet · Who does it: Sales · Time: 5 min
  28. Excursions
    Registers and settingsSalesExcursions
    What to check: the resellers' bus: agency, guide, seats, labeled packages and the guide's commission · Who does it: Sales · Time: 5 min
  29. Shipments
    DeliverSales and shippingShipments
    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
  30. Orders at the stores
    Registers and settingsSalesOrders 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
  31. Online shop and live
    Registers and settingsSalesOnline 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
  32. What to mark down
    Registers and settingsSalesWhat 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
  33. Till sales
    Registers and settingsSalesTill sales
    What to check: 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: Sales · Time: 5 min
  34. License royalties
    ReceiveContracts and billingLicense 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
  35. EDI with the retailer
    Registers and settingsSalesEDI 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

Week 4Requests & Support module

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. Request statuses
    Registers and settingsOperationsRequest statuses
    What to check: the statuses a ticket goes through, from open to closed · Who does it: Support coordinator · Time: 20 min
  2. Status classification
    Registers and settingsOperationsStatus 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. Request types
    Registers and settingsOperationsRequest 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. Tickets
    DeliverThe day's workTickets
    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. SLA policies
    Registers and settingsOperationsSLA policies
    What to check: the response and resolution deadline that each contract promises · Who does it: Support coordinator · Time: 20 min
  6. Sustaining (PSA)
    DeliverThe day's workSustaining (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. Requests kanban
    DeliverThe day's workRequests kanban
    What to check: the team's queue on the board, by status · Who does it: Support coordinator · Time: 20 min
  8. Requests
    DeliverThe day's workRequests
    What to check: open a test one and follow it until it closes · Who does it: Support coordinator · Time: 20 min
  9. Team capacity
    DeliverHours and capacityTeam 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. Service order
    DeliverField and operationsService order
    What to check: open a test service order, with the technician and the date · Who does it: Support coordinator · Time: 20 min
  11. Deliveries by region
    DeliverField and operationsDeliveries by region
    What to check: the day's deliveries by region: completed, failed and pending · Who does it: Support coordinator · Time: 20 min
  12. Flow metrics
    DeliverThe day's workFlow metrics
    What to check: the team's cycle time and throughput — where the ticket waits · Who does it: Support coordinator · Time: 20 min
  13. Global agenda
    DeliverHours and capacityGlobal agenda
    What to check: a single calendar, with layers you turn on and off · Who does it: Support coordinator · Time: 15 min
  14. Support
    DeliverThe day's workSupport
    What to check: answer customers' conversations (portal) · Who does it: Support coordinator · Time: 15 min
  15. Field measurement
    DeliverField and operationsField measurement
    What to check: recurring field services · Who does it: Support coordinator · Time: 15 min
  16. Team ceremonies
    DeliverThe day's workTeam ceremonies
    What to check: planning, daily, review and retrospective with timebox and factory agenda · Who does it: Support coordinator · Time: 15 min
  17. Received emails
    DeliverThe day's workReceived 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. Knowledge base
    DeliverThe day's workKnowledge 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. Daily service order map
    DeliverField and operationsDaily 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. Meeting notes with Tenkai
    DeliverThe day's workMeeting 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. Squad room
    DeliverThe day's workSquad room
    What to check: the single view of a team · Who does it: Support coordinator · Time: 15 min
  22. Requests dashboard
    DeliverThe day's workRequests dashboard
    What to check: graphical view of requests · Who does it: Support coordinator · Time: 15 min
  23. Request automations
    Registers and settingsOperationsRequest automations
    What to check: rules that act on their own on requests · Who does it: Support coordinator · Time: 15 min
  24. Request templates
    Registers and settingsOperationsRequest templates
    What to check: request templates · Who does it: Support coordinator · Time: 15 min
  25. Request workflows
    Registers and settingsOperationsRequest workflows
    What to check: configuration of the request flows · Who does it: Support coordinator · Time: 15 min

Week 4Tenkai module

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.

Company contextPoliciesAutonomyAgents at workInboxTransparency
  1. Data Tenkai cannot see
    Registers and settingsPlatform and securityData 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. Tenkai channels
    Registers and settingsPlatform and securityTenkai channels
    What to check: what Tenkai can do outside the platform: WhatsApp, email, external agent · Who does it: Account administrator · Time: 15 min
  3. Company policies
    ImproveDigital employeesCompany 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. Digital employees
    ImproveDigital employeesDigital employees
    What to check: the showcase: choose the first agent — almost always the Reconciler · Who does it: Account administrator · Time: 15 min
  5. Agent autonomy
    ImproveDigital employeesAgent 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. Digital Reconciler
    ImproveDigital employeesDigital Reconciler
    What to check: import the statement and see the matches the agent proposes · Who does it: Account administrator · Time: 15 min
  7. Agents inbox
    ImproveDigital employeesAgents inbox
    What to check: everything the agents expect from you, in one place · Who does it: Account administrator · Time: 15 min
  8. Tenkai context
    Registers and settingsPlatform and securityTenkai 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. Scheduled questions
    ImproveDigital employeesScheduled 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. Tenkai decision trail
    ImproveDigital employeesTenkai 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. Digital employees office
    ImproveDigital employeesDigital 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. Assisted closing
    ImproveDigital employeesAssisted closing
    What to check: the month-end closing checklist generated and measured in the database · Who does it: Account administrator · Time: 15 min
  13. Tenkai Transparency Center
    ImproveDigital employeesTenkai 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. Receipt forecast
    ImproveDigital employeesReceipt 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. Tenka Council
    ImproveDigital employeesTenka 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. Tour 360
    Open in the systemSee the screen help
    ImproveDigital employeesTour 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. Daily queue
    ImproveDigital employeesDaily 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; what needs attention today: stalled order, receivable falling due, inventory below the minimum · Who does it: Account administrator · Time: 20 min
  18. Tenka showcase
    ImproveDigital employeesTenka 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. Sharing with the partner
    Registers and settingsPlatform and securitySharing 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. Knowledge by screen
    ImprovePlatform and securityKnowledge 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. MCP Server
    Open in the systemSee the screen help
    Registers and settingsPlatform and securityMCP 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. AI usage
    Registers and settingsPlatform and securityAI usage
    What to check: Tenkai usage and cost per month · Who does it: Account administrator · Time: 15 min
  23. Tenkai learning
    ImproveDigital employeesTenkai 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. Bring in what you already have
    ImproveDigital employeesBring 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. Digital Buyer
    ImproveDigital employeesDigital Buyer
    What to check: check the digital employee that replenishes inventory before it runs out · Who does it: Account administrator · Time: 10 min
  26. Create an agent by chatting
    ImproveDigital employeesCreate 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. Board table
    ImproveDigital employeesBoard table
    What to check: check bring a strategic question to the table · Who does it: Account administrator · Time: 10 min
  28. Tenkai action plans
    ImproveDigital employeesTenkai 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. Tenkai watch
    ImproveDigital employeesTenkai 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 What lives there
Improve ▸ Digital employees Digital employees (the showcase), Agent autonomy, Company policies, Agents inbox, Digital employees office, Tenkai Transparency Center, Tenkai decision trail
Registers and settings ▸ Platform and security Tenkai context, Data Tenkai cannot see, Tenkai channels
The agents work on the data that is already in Tenka. Start with them after finance (and, for the Buyer, inventory) has been running in the system for at least a month.

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 1 gate: the glossary written, the sensitive data protected and the first three policies published.

Week 2 — the agents, one at a time

Week 2 gate: the first agent working at SUGGEST for a week, with the inbox cleared every day.

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.

Week 5Supply module

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. Warehouse addresses
    DeliverProductionWarehouse 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. Warehouses
    DeliverSupplies and inventoryWarehouses
    What to check: one warehouse for each place where inventory is kept; each warehouse or distribution center · Who does it: Production and inventory · Time: 25 min
  3. Stocktakes
    DeliverSupplies and inventoryStocktakes
    What to check: the initial count: what was counted becomes the opening balance; the initial count: the difference becomes the opening adjustment · Who does it: Production and inventory · Time: 25 min
  4. Inventory items
    DeliverSupplies and inventoryInventory items
    What to check: 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: Production and inventory · Time: 20 min
  5. Purchase requisitions
    DeliverSupplies and inventoryPurchase requisitions
    What to check: one department requests, the buyer approves · Who does it: Production and inventory · Time: 20 min
  6. Label templates
    DeliverProductionLabel templates
    What to check: the price label with the barcode from your printer · Who does it: Production and inventory · Time: 20 min
  7. Purchase quotes
    DeliverSupplies and inventoryPurchase 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
  8. Serialized units
    DeliverRental and fleetSerialized units
    What to check: each physical unit of the model, with serial number and status · Who does it: Production and inventory · Time: 20 min
  9. Purchase orders
    DeliverSupplies and inventoryPurchase orders
    What to check: the commitment to the supplier: items, quantities, values and term · Who does it: Production and inventory · Time: 20 min
  10. Inbound NF-e
    DeliverSupplies and inventoryInbound 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
  11. Foreign trade process (record)
    DeliverProductionForeign tradethe 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
  12. Purchase suggestion
    DeliverSupplies and inventoryPurchase 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
  13. Third-party material
    DeliverProductionThird-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
  14. Foreign trade
    DeliverProductionForeign trade
    What to check: the import process with supplier, items and incoterm; whoever imports: the process calculates II, IPI, PIS, COFINS and ICMS from goods, freight, insurance and exchange rate, and carries them into the inventory cost — see the importer's guide · Who does it: Production and inventory · Time: 25 min
  15. Shipping manifest
    DeliverSupplies and inventoryShipping 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: 30 min
  16. Received invoices
    DeliverSupplies and inventoryReceived invoices
    What to check: the supplier's invoice entering the inventory · Who does it: Production and inventory · Time: 20 min
  17. Rolls (individual weight)
    DeliverProductionRolls (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. Buy from the network
    DeliverSupplies and inventoryBuy 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. Drawback
    Open in the systemSee the screen help
    DeliverProductionDrawback
    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. Fiscal × physical × rolls
    DeliverProductionFiscal × 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. ABC curve
    KnowExploreABC curve
    What to check: what sells most and what sits unsold; the inventory Pareto: the A, B and C items by consumption · Who does it: Production and inventory · Time: 25 min
  22. Inventory dashboard
    KnowExploreInventory 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
  23. Load × production capacity
    DeliverProductionLoad × production capacity
    What to check: the setup and the bottleneck of each link · Who does it: Production and inventory · Time: 20 min
  24. Commodities and energy
    DeliverProductionCommodities 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
  25. Asset custody
    DeliverSupplies and inventoryAsset custody
    What to check: registration and custody of fixed assets · Who does it: Production and inventory · Time: 15 min
  26. Emission factors
    DeliverSupplies and inventoryEmission 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
  27. Visual management
    DeliverProductionVisual management
    What to check: the factory scoreboard by cell, right now · Who does it: Production and inventory · Time: 15 min
  28. External industrialization
    DeliverProductionExternal 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
  29. Shop-floor hours and safety rules
    DeliverProductionShop-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
  30. Knitting and fabric
    DeliverProductionKnitting 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
  31. Inventory movements
    DeliverSupplies and inventoryInventory movements
    What to check: the inventory ledger · Who does it: Production and inventory · Time: 15 min
  32. Production process
    DeliverProductionProduction process
    What to check: the reusable production process · Who does it: Production and inventory · Time: 15 min
  33. Production board
    DeliverProductionProduction board
    What to check: the factory floor on one screen · Who does it: Production and inventory · Time: 15 min
  34. Warehouse dashboard
    DeliverProductionWarehouse 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
  35. Size grid and store
    KnowExploreSize grid and store
    What to check: the balance of each reference by size and color · Who does it: Production and inventory · Time: 20 min
  36. Store-to-store transfer
    KnowExploreStore-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. Store picking
    store phoneStore 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. Scheduled stock counts
    DeliverSupplies and inventoryScheduled stock counts
    What to check: the weekday of each product group per store · Who does it: Production and inventory · Time: 5 min
  39. Count on the phone
    store phoneCount 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. Received shipments
    DeliverProductionReceived 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. Subcontractor plan
    DeliverProductionSubcontractor 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. Subcontractor network
    DeliverProductionSubcontractor 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. Style from photo
    DeliverSupplies and inventoryStyle 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. Allocation under shortage
    KnowExploreAllocation 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. Network exchange
    DeliverProductionNetwork 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. Textile EPR by country
    DeliverProductionTextile 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

Week 6CRM module

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. Opportunities
    SellThe funnelOpportunities
    What to check: the open deals, with value and stage · Who does it: Sales · Time: 20 min
  2. Proposals
    SellThe funnelProposals
    What to check: build a proposal with scope, hours per role and price · Who does it: Sales · Time: 20 min
  3. Push campaigns
    SellMarketing and growthPush campaigns
    What to check: short message to the portal customers · Who does it: Sales · Time: 15 min
  4. Email campaigns
    SellMarketing and growthEmail 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. Customer map by region
    SellMarket intelligenceCustomer 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. Meeting scheduler
    SellThe funnelMeeting 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. Sales cadences
    SellThe funnelSales 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. Salesperson portfolio
    SellAfter the winSalesperson portfolio
    What to check: the portfolio cockpit by sales owner · Who does it: Sales · Time: 15 min
  9. Customer 360
    SellAfter the winCustomer 360
    What to check: everything about a customer on a single screen · Who does it: Sales · Time: 15 min
  10. Sales dashboard
    SellThe funnelSales 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. Customer Success
    Open in the systemSee the screen help
    SellAfter the winCustomer Success
    What to check: portfolio health · Who does it: Sales · Time: 15 min
  12. Forms and surveys
    SellThe funnelForms 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. Funnel (kanban)
    SellThe funnelFunnel (kanban)
    What to check: kanban of opportunities by funnel stage · Who does it: Sales · Time: 15 min
  14. Funnels
    Registers and settingsSalesFunnels
    What to check: sales funnels and their stages (the kanban columns) · Who does it: Sales · Time: 15 min
  15. Ideal customer profile
    SellThe funnelIdeal 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. Leads
    Open in the systemSee the screen help
    SellThe funnelLeads
    What to check: contacts being qualified (pre-sales), with dedupe and conversion to customer · Who does it: Sales · Time: 15 min
  17. Market
    SellThe funnelMarket
    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. Loss reasons
    Registers and settingsSalesLoss reasons
    What to check: reasons for losing opportunities · Who does it: Sales · Time: 15 min
  19. Customer personas
    SellMarket intelligenceCustomer 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. Prospecting
    SellThe funnelProspecting
    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. Sales cockpit
    SellAfter the winSales cockpit
    What to check: performance by salesperson (leads, conversion, average ticket, value won) with internal benchmark · Who does it: Sales · Time: 15 min
  22. White space
    SellMarket intelligenceWhite space
    What to check: map of what each customer does NOT have yet · Who does it: Sales · Time: 15 min
  23. Customers to contact today
    SellAfter the winCustomers 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

Week 7Profitability & Results module

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. Default risk
    ReceiveMoney on the moveDefault 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. Management income statement
    KnowWhat is left overManagement 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. Budget
    KnowThe cash deskBudget
    What to check: the month's target per center, for budget × actual from the 2nd month · Who does it: Manager · Time: 15 min
  4. IFRS statement (consolidated)
    KnowWhat is left overIFRS 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. Profitability
    KnowWhat is left overProfitability
    What to check: the margin by customer, by product and by profit center · Who does it: Manager · Time: 15 min
  6. Income statement by category (rollup)
    KnowWhat is left overIncome 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. Model governance
    KnowSimulate before you decideModel governance
    What to check: check the auditable fact sheets (model cards) of the actuarial core models · Who does it: Manager · Time: 10 min
  8. Actuarial core
    KnowSimulate before you decideActuarial core
    What to check: check the math of risk, VISIBLE (no black box) · Who does it: Manager · Time: 10 min
  9. Actuarial balance
    KnowThe balance sheet and the proofActuarial balance
    What to check: check the ACTUARIAL LAYER BALANCE · Who does it: Manager · Time: 10 min
  10. Public calibration
    KnowThe balance sheet and the proofPublic calibration
    What to check: check the PUBLIC CALIBRATION REPORT · Who does it: Manager · Time: 10 min
  11. Product revenue
    KnowWhat is left overProduct revenue
    What to check: check MRR, margin by product, revenue per customer and recurring-revenue adjustment · Who does it: Manager · Time: 10 min
  12. Investment analysis
    KnowSimulate before you decideInvestment 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. Month's cash
    KnowThe cash deskMonth'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. CFO calculators
    KnowSimulate before you decideCFO calculators
    What to check: check quick decision tools · Who does it: Manager · Time: 10 min
  15. Cards and checks
    KnowThe cash deskCards 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. Scenarios (what-if)
    KnowSimulate before you decideScenarios (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. Results certificate
    KnowThe balance sheet and the proofResults certificate
    What to check: check the monthly seal of what the platform PROVED in the month · Who does it: Manager · Time: 10 min
  18. Cash flow statement
    KnowThe cash deskCash flow statement
    What to check: check 12-month management cash flow statement (direct method) · Who does it: Manager · Time: 10 min
  19. Income statement by packages
    KnowWhat is left overIncome 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. Daily statement
    KnowThe cash deskDaily statement
    What to check: check cash day by day · Who does it: Manager · Time: 10 min
  21. Working capital (Fleuriet)
    KnowThe cash deskWorking capital (Fleuriet)
    What to check: check dynamic working capital model · Who does it: Manager · Time: 10 min
  22. Flow by category
    KnowThe cash deskFlow by category
    What to check: check the category × day-of-month matrix · Who does it: Manager · Time: 10 min
  23. Margin forecasting
    KnowSimulate before you decideMargin 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. Digital twin (what if…?)
    KnowSimulate before you decideDigital twin (what if…?)
    What to check: check the company's what-if simulator · Who does it: Manager · Time: 10 min
  25. Indicators
    KnowExploreIndicators
    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. Live margin
    KnowWhat is left overLive margin
    What to check: check where the company makes money, month by month · Who does it: Manager · Time: 10 min
  27. Variance narrative
    KnowThe cash deskVariance narrative
    What to check: check the explanation of the budget variance, written and ready · Who does it: Manager · Time: 10 min
  28. Credit score
    GrowCapitalCredit 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. Profitability simulator
    KnowSimulate before you decideProfitability 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

Week 7Distribution and inventory

Who it is for: the distributor, wholesaler or manufacturer that buys, stores, picks and delivers — with supplier quotes, inbound invoices, an addressed warehouse, picking and shipping by carrier or own fleet.

What you have at the end: purchasing coming from requisition and quote, the inbound invoice matching the order, addressed inventory, picking in a single queue and delivery tracked by region.

Rhythm: 4 weeks. In each step there are two buttons: Open in the system and See the screen's help, both in a new tab.

RequisitionQuotePurchase orderInbound invoiceWarehousePickingDelivery

How the menu is organized (read before you start) (Distribution and inventory)

Where What lives there
Deliver ▸ Supplies and inventory Requisitions, Quotes and Purchase orders, Inbound NF-e, Warehouses, Items, Movements, Stocktakes, Purchase suggestion, Shipping manifest
Deliver ▸ Sales and shipping Sales order, Outbound NF-e, Payment terms
Deliver ▸ Field and operations Shipping center, Picking TV, Delivery manifest, Deliveries by region, Own fleet
Know Inventory dashboard, ABC curve, Profitability

Where distribution usually goes wrong

  • Inbound invoice without an order. An invoice that arrives without an order does not match and the receipt goes unchecked. Every receipt is born from a purchase order.
  • Inventory without an address. Without the address, picking depends on whoever knows where everything is.
  • Open manifest. While the manifest is not closed, inventory is not deducted and looks bigger than it is.

Questions Tenkai answers after the implementation

  • "Which items are below minimum stock?"
  • "Which orders have not yet gone out today?"
  • "Which supplier was the most late in the quarter?"

The gates and the routine (Distribution and inventory)

Week 1 — the foundation and the warehouse

Week 1 gate: products, suppliers and customers registered, warehouse addressed and opening inventory counted.

Week 2 — purchasing

Week 2 gate: one purchase end to end: requisition, quote, order and matched inbound invoice.

Week 3 — sales and picking

Week 3 gate: one week of orders picked through the Shipping center, with manifest and invoice.

Week 4 — delivery and money

The routine (15 minutes a day): Shipping center (what has to go out), Purchase suggestion (what to replenish) and Deliveries by region (what failed). ✅ Go-live gate: purchasing, warehouse, picking and delivery running in the system, and the system's inventory matching the stocktake.