Documentation

Learn how to use every feature in your workspace. Select a module from the sidebar or search for specific topics.

Quick Start

Dashboard

Your central hub for key metrics, recent activity, and quick-access shortcuts across the platform.

Key features
  • 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
How to use
  1. 1Navigate to Dashboard from the sidebar top section.
  2. 2Review key metrics in the summary cards at the top.
  3. 3Scroll down to see recent activity from your workspace.
  4. 4Use the quick-action buttons to jump into common tasks.
  5. 5Click any metric card to drill into the detailed view.

Related modules

Product Foundation

Products

The core of your PLM — create and manage all product records, variants, and lifecycle stages.

Key features
  • 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
How to use
  1. 1Click Products in the sidebar under Product Foundation.
  2. 2Click "New Product" to open the creation form.
  3. 3Fill in basic info: name, description, season, and category.
  4. 4Add variants by specifying available sizes and colors.
  5. 5Assign the product to a collection and product line.
  6. 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.

Key features
  • 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
How to use
  1. 1Click Product Lines under Product Foundation in the sidebar.
  2. 2Click "New Product Line" to create one.
  3. 3Enter a name and optional description for the line.
  4. 4Assign existing products to this line from the detail page.
  5. 5Use the listing page to view all products in a line.

Categories

Build a hierarchical taxonomy to classify products by type, department, or any custom structure.

Key features
  • Create nested categories (e.g., Apparel > Tops > Shirts)
  • Assign products to multiple categories
  • Bulk reassign categories across products
  • Reorder categories via drag-and-drop
How to use
  1. 1Click Categories under Product Foundation in the sidebar.
  2. 2Click "New Category" to add a root category.
  3. 3Enter a name and select a parent category if needed.
  4. 4Save and repeat to build your hierarchy.
  5. 5Go to any product to assign it to one or more categories.

Collections

Group products into curated collections for seasonal drops, lookbooks, or marketing campaigns.

Key features
  • 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
How to use
  1. 1Click Collections under Product Foundation in the sidebar.
  2. 2Click "New Collection" and fill in the details.
  3. 3Upload a cover image and add a description.
  4. 4Add products from the product list or search.
  5. 5Use the collection detail page to review all included products.
Development Specs

Tech Packs

Create detailed technical packages that contain all specifications for manufacturing a product.

Key features
  • 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
How to use
  1. 1Click Tech Packs under Development Specs in the sidebar.
  2. 2Click "New Tech Pack" or generate from an existing product.
  3. 3Select the product this tech pack belongs to.
  4. 4Fill in size specifications and measurement tables.
  5. 5Add construction details and attach reference images.
  6. 6Save and share with manufacturing partners.

BOM (Bill of Materials)

Define the complete list of raw materials, components, and quantities required to produce a product.

Key features
  • 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
How to use
  1. 1Click BOM under Development Specs in the sidebar.
  2. 2Click "New BOM" and link it to a product or tech pack.
  3. 3Search and add materials from the Materials library.
  4. 4Set quantities and unit costs for each material.
  5. 5Review the total cost summary at the bottom.
  6. 6Save and link to a tech pack for reference.

Materials

Maintain a centralized library of all materials — fabrics, trims, packaging, and supplies.

Key features
  • 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
How to use
  1. 1Click Materials under Development Specs in the sidebar.
  2. 2Click "New Material" to add a material record.
  3. 3Select the material type (fabric, trim, packaging, etc.).
  4. 4Fill in composition, weight, width, and supplier details.
  5. 5Upload a swatch image for visual reference.
  6. 6Save and the material becomes available in BOMs.
Sampling & Quality

Samples

Track sample development from proto through fit, counter, and PP samples with partner collaboration.

Key features
  • 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
How to use
  1. 1Click Samples under Sampling & Quality in the sidebar.
  2. 2Click "New Sample Request" and link to a tech pack.
  3. 3Select the sample type (proto, fit, counter, PP, TOP).
  4. 4Set the target date and assign to a vendor partner.
  5. 5Vendor submits iteration updates via the portal.
  6. 6Review, add comments, and approve when complete.

Gantt

Visual timeline for product development milestones, sample schedules, and production deadlines.

Key features
  • 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
How to use
  1. 1Click Gantt under Sampling & Quality in the sidebar.
  2. 2View the timeline for your active projects.
  3. 3Click a date to add a new milestone or task.
  4. 4Drag task bars to adjust start and end dates.
  5. 5Use the filter bar to focus on specific products or samples.

Related modules

Quality

Manage quality control checks, inspection reports, and defect tracking throughout production.

Key features
  • 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
How to use
  1. 1Click Quality under Sampling & Quality in the sidebar.
  2. 2Click "New Inspection" and link to a purchase order or sample.
  3. 3Select a QC template or create a custom checklist.
  4. 4Record measurements and inspection results.
  5. 5Log any defects found with photos and descriptions.
  6. 6Submit the report — results are shared with the vendor.
Sourcing & Orders

Partners

Manage all external collaborators — vendors, clients, and marketing partners — from a single directory.

Key features
  • 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
How to use
  1. 1Click Partners under Sourcing & Orders in the sidebar.
  2. 2Click "New Partner" and select the partner type.
  3. 3Fill in company name, contacts, and address.
  4. 4Send an invitation email for portal access.
  5. 5Once accepted, the partner appears in your partner list.

Purchase Orders

Create and manage purchase orders for production, with vendor acknowledgment and status tracking.

Key features
  • 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
How to use
  1. 1Click Purchase Orders under Sourcing & Orders in the sidebar.
  2. 2Click "New Purchase Order" and select a vendor partner.
  3. 3Add line items with products, quantities, and prices.
  4. 4Set the requested delivery date and shipping terms.
  5. 5Submit — the vendor receives a notification via the portal.
  6. 6Track status updates as the vendor acknowledges and ships.

Partner Quotes

Request and compare quotes from vendors for materials, samples, or production runs.

Key features
  • 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
How to use
  1. 1Click Partner Quotes under Sourcing & Orders in the sidebar.
  2. 2Click "New Quote Request" and select the products or materials.
  3. 3Choose one or more vendors to send the request to.
  4. 4Vendors submit their quotes through the partner portal.
  5. 5Review and compare quotes, then accept the best option.
  6. 6Convert an accepted quote directly into a purchase order.

Invoices

Manage vendor invoices linked to purchase orders — from submission through approval and payment.

Key features
  • 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
How to use
  1. 1Click Invoices under Sourcing & Orders in the sidebar.
  2. 2View invoices submitted by vendors against your POs.
  3. 3Click an invoice to review line item details.
  4. 4Approve or reject with comments.
  5. 5Once approved, mark as paid when payment is completed.
Media & Assets

Media

A centralized media gallery for product images, tech sketches, lookbooks, and marketing assets.

Key features
  • 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
How to use
  1. 1Click Media under Media & Assets in the sidebar.
  2. 2Upload files by dragging them into the upload area.
  3. 3Add tags to associate media with specific products or projects.
  4. 4View media in grid or list layout.
  5. 5Click any item to preview and copy the share link.

Libraries

Organize reusable assets into libraries — color palettes, material swatches, trim catalogs, and more.

Key features
  • 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
How to use
  1. 1Click Libraries under Media & Assets in the sidebar.
  2. 2Click "New Library" and choose the library type.
  3. 3Add items to the library with descriptions and images.
  4. 4Reference library items when creating BOMs or tech packs.
Workspace

Documents

Store and manage internal documents — spec sheets, contracts, reports, and reference files.

Key features
  • 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
How to use
  1. 1Click Documents under Workspace in the sidebar.
  2. 2Click "New Document" or upload a file.
  3. 3Organize by moving into a folder.
  4. 4Share with team members or partners by adjusting permissions.

Related modules

Calendar

A shared workspace calendar for tracking milestones, deadlines, and team events.

Key features
  • 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
How to use
  1. 1Click Calendar under Workspace in the sidebar.
  2. 2Toggle between month, week, and day views.
  3. 3Click a date to create a new event or milestone.
  4. 4Use filters to focus on specific projects.

Related modules

Tasks

Track individual and team tasks across products, samples, and projects.

Key features
  • 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
How to use
  1. 1Click Tasks under Workspace in the sidebar.
  2. 2Click "New Task" and fill in the details.
  3. 3Assign to a team member and set a due date.
  4. 4Link the task to a related product or sample.
  5. 5Update status as work progresses.

Related modules

Feedback

Collect and manage feedback from team members and partners on products, samples, and processes.

Key features
  • 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
How to use
  1. 1Click Feedback under Workspace in the sidebar.
  2. 2Click "New Feedback" and select a category.
  3. 3Describe the feedback and attach relevant files.
  4. 4Submit — it is routed to the appropriate team.
  5. 5Track resolution status from the feedback list.

Related modules

Admin

Billing

Manage your subscription plan, payment methods, invoices, and usage analytics.

Key features
  • 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
How to use
  1. 1Click Billing under Admin in the sidebar.
  2. 2Review your current plan and usage on the overview page.
  3. 3Click "Manage Subscription" to change plans.
  4. 4Access billing history to download past invoices.
  5. 5Update payment method if needed.

Related modules

Team

Manage your workspace members, invite new users, and control their access.

Key features
  • 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
How to use
  1. 1Click Team under Admin in the sidebar.
  2. 2Click "Invite Member" to send an invitation.
  3. 3Enter the email and select a role.
  4. 4The invitee receives an email to join.
  5. 5Manage existing members from the team list.

Related modules

Roles

Define custom roles and fine-tune permissions for each module in your workspace.

Key features
  • 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
How to use
  1. 1Click Roles under Admin in the sidebar.
  2. 2Select a role to view its current permissions.
  3. 3Toggle module-level read/create/update/delete access.
  4. 4Changes take effect immediately for all assigned members.

Related modules

Modules

Enable or disable modules to customize your workspace — show only what your team needs.

Key features
  • 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
How to use
  1. 1Click Modules under Admin in the sidebar.
  2. 2Browse the list of available modules.
  3. 3Toggle a module on to enable it across the workspace.
  4. 4Toggle off to hide it from the sidebar and permissions.

Related modules

Settings

Configure your workspace profile, branding, locale preferences, and notification settings.

Key features
  • Update workspace name, logo, and branding
  • Set default language and timezone
  • Configure notification preferences
  • Manage workspace-level preferences
  • View API keys and webhook configurations
How to use
  1. 1Click Settings under Admin in the sidebar.
  2. 2Update workspace information in the General tab.
  3. 3Configure branding (logo, colors) for your workspace.
  4. 4Set preferred language and timezone.
  5. 5Save changes — they apply across the workspace.

Related modules