Order details

Filename

File name of the selected design. This will often be a number or alphanumeric format for easy cataloging.

Title

Defaults to filename. Add a more descriptive name for easy searching. This name appears on the approval sheet or worksheet.

Design status

Use ‘design status’ for digitizing and approvals – e.g. ‘Logged’, ‘Verified’, ‘In Progress’, ‘For Review’, ‘Approved’.

Print approval sheet

Takes you to Approval Sheet print preview directly. You have the option of sending to a printer, printing a PDF, or sending by email.

Order details

Order #

Embroidery company’s quote/order number

Order date

Date the order was placed

Order due date

Date the completed order is due

Order notes

Internal notes for the sales/order staff. They do not appear anywhere other than here. The comments in the summary tab are included in the production worksheet and are intended for production staff.

Customer details

Customer

Customer name and/or ID

Contact

Customer contact person

Reference

Customer reference / PO order or similar

Sales rep

Name of salesman dealing with the customer

Product details

Product type

Garment or article type – e.g. Polo Shirt

Position

Position of design on the product

Quantity

Total number of pieces to be stitched with design

Product

Brand, style code, product name

Product colors

May include product color code or name.

Color / Size / Qty

Matrix of product color, size, quantity for the product