We set it up. You run your business.
There is no self-serve signup and no blank screen. Every client gets its own private instance, set up by us with your line, your accounts and your open orders already in it.
The steps, and who does what
01First call
We do:Learn how your team works today: the line, the buyers, the factories, the warehouse, and what you keep in your ERP.
You do:Walk us through a normal week, and tell us where it hurts.
02Import
We do:Bring across your styles and photos, your accounts and buyers, and your open orders, from spreadsheets or exports of the systems you use.
You do:Send the files you have. You do not clean them up first.
03Configure
We do:Set up your roles and who sees money, the default owner of each workflow step, your points of measure presets, your workspace name and logos.
You do:Decide who owns what. We bring a starting point from a business that runs this way every day.
04Invite and train
We do:Invite your team first and train each role on the parts it uses; then invite your buyers, each scoped to their company and divisions.
You do:Choose which buyers go first.
05Run
We do:Run your instance, wire your integrations and the API, answer the phone, and keep shipping releases.
You do:Run your business in it.
What comes across at import
- Your styles, with their photos and attributes
- Your lists: the current line, line sheets and the pricing each one shows
- Your accounts, the buyers at each one and the divisions they buy for
- Your open purchase orders, with their size grids
- From spreadsheets or exports of the systems you use today, as they are
Your own private instance
Each client runs on its own deployment with its own database. Your line, your buyers and your orders never share a database with another company's.
After the first call, you can click through a demo company on your own before you decide.
Start with one call.
A 30 minute walkthrough shaped around how your team works today. We quote after the first call.
Book a demo