Various job roles within the organization may be involved in preparing and managing orders.
All staff who have access to Design Library can:
3Easily search and view designs
3Manage and modify design information
3Create design requests
3Create or modify actual designs
3Update design status.
Embroidery sales and customer service staff will use this kind of workflow:
3Create new design requests and enter order details in new or existing designs.
3Determine stitch estimates to help determine pricing for quotations.
3Visualize artwork or digitized design on the product to be embroidered.
3Estimate design run-time and job-time.
3Email approval sheets to customers for approval.
3Track status of designs and customer approvals.
3Release approved jobs for digitizing and/or production.
Digitizing managers and staff will use this kind of workflow to plan and manage the design process:
3Review orders by customer, order, or date.
3Use ‘design status’ for digitizing and approvals. Staff update status manually as necessary.
3Designs can be searched, grouped, and managed by status.
3Track and manage internal checking status of newly digitized or modified designs.
3Track and manage previous and new designs by customer, order, date and other job details.
Production managers and staff will use this kind of workflow to plan and manage production jobs:
3Review orders which have been approved for production.
3Check order details including:
3which designs to use for which order
3how many pieces to embroider on what products and in what position
3color/size/quantity details.
3Estimate design run-time and job-time.
3Help plan production schedules from order-due date, design statistics, and job quantities.