Documentation
Learn how to use every feature in your workspace. Select a module from the sidebar or search for specific topics.
Dashboard
Your central hub for key metrics, recent activity, and quick-access shortcuts across the platform.
- At-a-glance KPIs for products, samples, orders, and tasks
- Recent activity feed showing the latest updates from your team
- Quick-action buttons for creating products, tech packs, and more
- Calendar widget showing upcoming milestones and deadlines
- Customizable widget layout to match your workflow
- 1Navigate to Dashboard from the sidebar top section.
- 2Review key metrics in the summary cards at the top.
- 3Scroll down to see recent activity from your workspace.
- 4Use the quick-action buttons to jump into common tasks.
- 5Click any metric card to drill into the detailed view.
Products
The core of your PLM — create and manage all product records, variants, and lifecycle stages.
- Create products with detailed attributes (name, description, season, year)
- Manage size and color variants for each product
- Track product lifecycle stages from concept to production
- Link products to tech packs, BOMs, and materials
- Bulk import and export via CSV/Excel
- Version history and change tracking
- 1Click Products in the sidebar under Product Foundation.
- 2Click "New Product" to open the creation form.
- 3Fill in basic info: name, description, season, and category.
- 4Add variants by specifying available sizes and colors.
- 5Assign the product to a collection and product line.
- 6Save the product, then link a Tech Pack or BOM from the detail page.
Product Lines
Organize products into strategic lines that group related items by brand, collection, or season.
- Create product lines with names and descriptions
- Group products under a single product line
- Filter and view all products belonging to a line
- Reorder and prioritize lines for the season
- 1Click Product Lines under Product Foundation in the sidebar.
- 2Click "New Product Line" to create one.
- 3Enter a name and optional description for the line.
- 4Assign existing products to this line from the detail page.
- 5Use the listing page to view all products in a line.
Related modules
Categories
Build a hierarchical taxonomy to classify products by type, department, or any custom structure.
- Create nested categories (e.g., Apparel > Tops > Shirts)
- Assign products to multiple categories
- Bulk reassign categories across products
- Reorder categories via drag-and-drop
- 1Click Categories under Product Foundation in the sidebar.
- 2Click "New Category" to add a root category.
- 3Enter a name and select a parent category if needed.
- 4Save and repeat to build your hierarchy.
- 5Go to any product to assign it to one or more categories.
Related modules
Collections
Group products into curated collections for seasonal drops, lookbooks, or marketing campaigns.
- Create collections with names, descriptions, and cover images
- Add products to a collection for curated grouping
- Set collection status (draft, active, archived)
- View collection gallery with product thumbnails
- 1Click Collections under Product Foundation in the sidebar.
- 2Click "New Collection" and fill in the details.
- 3Upload a cover image and add a description.
- 4Add products from the product list or search.
- 5Use the collection detail page to review all included products.
Related modules
Tech Packs
Create detailed technical packages that contain all specifications for manufacturing a product.
- Create tech packs from scratch or linked to a product
- Add size specs, measurements, and grading rules
- Include construction details, stitching, and trim info
- Attach reference images and technical sketches
- Version tracking with revision history
- Export tech packs as PDF for sharing with partners
- 1Click Tech Packs under Development Specs in the sidebar.
- 2Click "New Tech Pack" or generate from an existing product.
- 3Select the product this tech pack belongs to.
- 4Fill in size specifications and measurement tables.
- 5Add construction details and attach reference images.
- 6Save and share with manufacturing partners.
Related modules
BOM (Bill of Materials)
Define the complete list of raw materials, components, and quantities required to produce a product.
- Create BOMs linked to products or tech packs
- Add materials with quantities, costs, and units
- Import materials from the Materials library
- Track total material cost per product
- Version-controlled revisions for cost changes
- 1Click BOM under Development Specs in the sidebar.
- 2Click "New BOM" and link it to a product or tech pack.
- 3Search and add materials from the Materials library.
- 4Set quantities and unit costs for each material.
- 5Review the total cost summary at the bottom.
- 6Save and link to a tech pack for reference.
Related modules
Materials
Maintain a centralized library of all materials — fabrics, trims, packaging, and supplies.
- Create material records with type, composition, and supplier info
- Upload material swatches and reference images
- Track material costs and lead times
- Organize materials by type (fabric, trim, packaging)
- Reuse materials across multiple BOMs and products
- 1Click Materials under Development Specs in the sidebar.
- 2Click "New Material" to add a material record.
- 3Select the material type (fabric, trim, packaging, etc.).
- 4Fill in composition, weight, width, and supplier details.
- 5Upload a swatch image for visual reference.
- 6Save and the material becomes available in BOMs.
Related modules
Samples
Track sample development from proto through fit, counter, and PP samples with partner collaboration.
- Request samples linked to tech packs and products
- Track sample stages: Proto → Fit → Counter → PP → TOP
- Log sample measurements and fit comments
- Upload sample photos and attach files
- Collaborate with vendors on sample iterations
- Approve or reject samples with feedback
- 1Click Samples under Sampling & Quality in the sidebar.
- 2Click "New Sample Request" and link to a tech pack.
- 3Select the sample type (proto, fit, counter, PP, TOP).
- 4Set the target date and assign to a vendor partner.
- 5Vendor submits iteration updates via the portal.
- 6Review, add comments, and approve when complete.
Related modules
Gantt
Visual timeline for product development milestones, sample schedules, and production deadlines.
- Create project timelines with milestones and tasks
- Drag-and-drop schedule adjustments
- Link dependencies between tasks
- Color-coded by status (on track, at risk, overdue)
- Filter by product, sample, or team member
- 1Click Gantt under Sampling & Quality in the sidebar.
- 2View the timeline for your active projects.
- 3Click a date to add a new milestone or task.
- 4Drag task bars to adjust start and end dates.
- 5Use the filter bar to focus on specific products or samples.
Quality
Manage quality control checks, inspection reports, and defect tracking throughout production.
- Create QC checklists and inspection templates
- Record inspection results with pass/fail/conditional
- Log defects with photos and severity ratings
- Link inspections to purchase orders and samples
- Generate quality reports for vendor evaluation
- 1Click Quality under Sampling & Quality in the sidebar.
- 2Click "New Inspection" and link to a purchase order or sample.
- 3Select a QC template or create a custom checklist.
- 4Record measurements and inspection results.
- 5Log any defects found with photos and descriptions.
- 6Submit the report — results are shared with the vendor.
Related modules
Partners
Manage all external collaborators — vendors, clients, and marketing partners — from a single directory.
- Add partners by type: Vendor, Client, Marketing
- Store contact details, addresses, and tax info
- Send collaboration invitations via email
- View partner profiles and transaction history
- Manage partner portal access and permissions
- 1Click Partners under Sourcing & Orders in the sidebar.
- 2Click "New Partner" and select the partner type.
- 3Fill in company name, contacts, and address.
- 4Send an invitation email for portal access.
- 5Once accepted, the partner appears in your partner list.
Related modules
Purchase Orders
Create and manage purchase orders for production, with vendor acknowledgment and status tracking.
- Create POs linked to products and BOMs
- Set quantities, unit prices, and delivery dates
- Send POs to vendors for acknowledgment
- Track PO status: Draft → Sent → Acknowledged → In Production → Shipped
- Receive partial or full shipments
- Generate PO PDFs for record-keeping
- 1Click Purchase Orders under Sourcing & Orders in the sidebar.
- 2Click "New Purchase Order" and select a vendor partner.
- 3Add line items with products, quantities, and prices.
- 4Set the requested delivery date and shipping terms.
- 5Submit — the vendor receives a notification via the portal.
- 6Track status updates as the vendor acknowledges and ships.
Partner Quotes
Request and compare quotes from vendors for materials, samples, or production runs.
- Request quotes from multiple vendors simultaneously
- Attach tech packs and specifications to quote requests
- Compare pricing, lead times, and terms side by side
- Convert accepted quotes into purchase orders
- Track quote status: Requested → Received → Accepted → Declined
- 1Click Partner Quotes under Sourcing & Orders in the sidebar.
- 2Click "New Quote Request" and select the products or materials.
- 3Choose one or more vendors to send the request to.
- 4Vendors submit their quotes through the partner portal.
- 5Review and compare quotes, then accept the best option.
- 6Convert an accepted quote directly into a purchase order.
Related modules
Invoices
Manage vendor invoices linked to purchase orders — from submission through approval and payment.
- Vendors submit invoices against POs via the portal
- Review invoice line items against PO quantities and prices
- Approve, reject, or request revisions
- Mark invoices as paid with payment details
- Track invoice status: Draft → Submitted → Approved → Paid
- 1Click Invoices under Sourcing & Orders in the sidebar.
- 2View invoices submitted by vendors against your POs.
- 3Click an invoice to review line item details.
- 4Approve or reject with comments.
- 5Once approved, mark as paid when payment is completed.
Related modules
Media
A centralized media gallery for product images, tech sketches, lookbooks, and marketing assets.
- Upload images, videos, and documents
- Tag media with product, sample, or project associations
- Preview and organize media in gallery view
- Bulk upload and drag-and-drop support
- Search and filter by tags, date, or file type
- 1Click Media under Media & Assets in the sidebar.
- 2Upload files by dragging them into the upload area.
- 3Add tags to associate media with specific products or projects.
- 4View media in grid or list layout.
- 5Click any item to preview and copy the share link.
Related modules
Libraries
Organize reusable assets into libraries — color palettes, material swatches, trim catalogs, and more.
- Create custom libraries for different asset types
- Add items with descriptions and reference images
- Reuse library items across multiple products and BOMs
- Share libraries with partners for aligned sourcing
- 1Click Libraries under Media & Assets in the sidebar.
- 2Click "New Library" and choose the library type.
- 3Add items to the library with descriptions and images.
- 4Reference library items when creating BOMs or tech packs.
Related modules
Documents
Store and manage internal documents — spec sheets, contracts, reports, and reference files.
- Upload documents (PDFs, spreadsheets, images)
- Organize documents in folders
- Version history with restore capability
- Share documents with team members and partners
- Full-text search within documents
- 1Click Documents under Workspace in the sidebar.
- 2Click "New Document" or upload a file.
- 3Organize by moving into a folder.
- 4Share with team members or partners by adjusting permissions.
Calendar
A shared workspace calendar for tracking milestones, deadlines, and team events.
- View tasks, milestones, and events in a calendar layout
- Filter by project, product, or assignee
- Create events and set reminders
- Drag-and-drop to reschedule
- Sync with sample and Gantt milestones
- 1Click Calendar under Workspace in the sidebar.
- 2Toggle between month, week, and day views.
- 3Click a date to create a new event or milestone.
- 4Use filters to focus on specific projects.
Tasks
Track individual and team tasks across products, samples, and projects.
- Create tasks with due dates, priorities, and assignees
- Link tasks to products, samples, or POs
- Task status workflow: To Do → In Progress → Done
- Comment and collaborate on tasks
- Filter and sort by status, priority, or assignee
- 1Click Tasks under Workspace in the sidebar.
- 2Click "New Task" and fill in the details.
- 3Assign to a team member and set a due date.
- 4Link the task to a related product or sample.
- 5Update status as work progresses.
Feedback
Collect and manage feedback from team members and partners on products, samples, and processes.
- Submit feedback with categories (bug, improvement, question)
- Attach screenshots and references
- Assign feedback to team members for resolution
- Track feedback status: Open → In Progress → Resolved
- Filter by category, status, or submitter
- 1Click Feedback under Workspace in the sidebar.
- 2Click "New Feedback" and select a category.
- 3Describe the feedback and attach relevant files.
- 4Submit — it is routed to the appropriate team.
- 5Track resolution status from the feedback list.
Billing
Manage your subscription plan, payment methods, invoices, and usage analytics.
- View current subscription plan and usage limits
- Upgrade or downgrade your plan
- Manage payment methods and billing history
- Download invoices and receipts
- View usage metrics for storage and active users
- 1Click Billing under Admin in the sidebar.
- 2Review your current plan and usage on the overview page.
- 3Click "Manage Subscription" to change plans.
- 4Access billing history to download past invoices.
- 5Update payment method if needed.
Team
Manage your workspace members, invite new users, and control their access.
- View all team members and their roles
- Invite new members via email
- Assign roles (Admin, Manager, Accountant, Staff)
- Remove or deactivate members
- View member activity and last login
- 1Click Team under Admin in the sidebar.
- 2Click "Invite Member" to send an invitation.
- 3Enter the email and select a role.
- 4The invitee receives an email to join.
- 5Manage existing members from the team list.
Roles
Define custom roles and fine-tune permissions for each module in your workspace.
- View all predefined roles (Admin, Manager, Accountant, Staff)
- Customize module-level permissions per role
- See which members are assigned to each role
- Audit permission changes with activity logs
- 1Click Roles under Admin in the sidebar.
- 2Select a role to view its current permissions.
- 3Toggle module-level read/create/update/delete access.
- 4Changes take effect immediately for all assigned members.
Modules
Enable or disable modules to customize your workspace — show only what your team needs.
- View all available modules at a glance
- Toggle modules on or off for your workspace
- Disabled modules are hidden from the sidebar
- Changes are reflected for all team members
- 1Click Modules under Admin in the sidebar.
- 2Browse the list of available modules.
- 3Toggle a module on to enable it across the workspace.
- 4Toggle off to hide it from the sidebar and permissions.
Settings
Configure your workspace profile, branding, locale preferences, and notification settings.
- Update workspace name, logo, and branding
- Set default language and timezone
- Configure notification preferences
- Manage workspace-level preferences
- View API keys and webhook configurations
- 1Click Settings under Admin in the sidebar.
- 2Update workspace information in the General tab.
- 3Configure branding (logo, colors) for your workspace.
- 4Set preferred language and timezone.
- 5Save changes — they apply across the workspace.