Order tracking by job role

Various job roles within the organization may be involved in preparing and managing orders.

All staff

All staff who have access to Design Library can:

• Easily search and view designs
• Manage and modify design information
• Create design requests
• Create or modify actual designs
• Update design status.

Sales & customer service staff

Embroidery sales and customer service staff will use this kind of workflow:

• Create new design requests and enter order details in new or existing designs.
• Determine stitch estimates to help determine pricing for quotations.
• Visualize artwork or digitized design on the product to be embroidered.
• Estimate design run-time and job-time.
• Email approval sheets to customers for approval.
• Track status of designs and customer approvals.
• Release approved jobs for digitizing and/or production.

Digitizing managers & staff

Digitizing managers and staff will use this kind of workflow to plan and manage the design process:

• Review orders by customer, order, or date.
• Use ‘design status’ for digitizing and approvals. Staff update status manually as necessary.
• Designs can be searched, grouped, and managed by status.
• Track and manage internal checking status of newly digitized or modified designs.
• Track and manage previous and new designs by customer, order, date and other job details.

Production managers & staff

Production managers and staff will use this kind of workflow to plan and manage production jobs:

• Review orders which have been approved for production.
• Check order details including:
• which designs to use for which order
• how many pieces to embroider on what products and in what position
• color/size/quantity details.
• Estimate design run-time and job-time.
• Help plan production schedules from order-due date, design statistics, and job quantities.