HB Plastics Knowledge Base

Everything on how to use the tools we’ve built. Type your question into the Ask DH box in the PIM dashboard, browse by system below, or watch #whats-new in Teams for what’s changed.

Browse by system

📝 Quoting

• Quotes — build and send a quote from the deal panel
• Quote a sign — letters, numbers, stencils
• Quote a tank — custom tanks, end to end

💵 Money & orders

• Invoicing — how invoices are created and sent
• Xero — how we interact with Xero
• Purchase orders — supplier POs vs client POs
• Shipping & freight — quotes, booking, the pallet/oversize flags
• Coupons & accounts — issuing/checking codes, customer logins

🗂️ CRM & reference

• Pipedrive — deals, people, and the order → deal → invoice flow
• Third-party systems — Pipedrive/Xero/Woo how-tos (maintained by hand)
• Brand IDs — which brand number means what, in which system
• All workers & storefronts — every system we run, and what each does

🏭 Products & jobs

• PIM dashboard — products, pricing, images, publishing to the sites
• Fabrication drawings — technical drawings for custom jobs

📣 Marketing

• Marketing blasts (email/SMS) — how to send a campaign safely
• CMS / website content pages — add or edit content pages on the sites (EmDash)
• Ad copy & creative — on-brand ad copy and designed ad creative

🛒 Storefront

• Calculators & storefront — the website pricing calculators, and how they fit with quoting

How this knowledge base stays current

• It’s derived from the same notes the systems are built with, so it updates as we ship — not hand-maintained.
• When it doesn’t know something, it says “I don’t know yet” and logs the gap instead of guessing. Those gaps become the next guides.
• See something wrong? Tell Daniel or flag it in #whats-new.