Order Creation and Management in EpicStitch

Epic Stitch provides a comprehensive system for creating and managing orders, ensuring smooth workflows and efficient customization of designs.

Creating an Order

1. Access the Designer:
   1. Navigate to the Designer option from the home screen or side menu.
2. Create a New Order:
   1. Ensure the order status is set to NEW.
   2. Click on the Create Order button at the top right.
   3. Fill in the necessary details, including the order type (e.g., embroidery, heat transfer, or screen print).
   4. Click Save Order to finalize the order creation.

Import Orders

1. Design Import:
   1. From the home screen or side menu, click on Design Import.
   2. Upload a CSV file containing the order details.
   3. Click the Upload button to complete the import process.

Editing or Deleting an Order

1. Click the Action button next to the order.
2. Choose Edit to modify order details or Delete to remove the order.

Adding and Updating Product Items

Add Product Items:

1. Select the order and click Add Item.
2. Choose product items, sizes, and quantities.
3. Save your additions with Save or Save and Add for multiple items.

Update Product Details:

1. Click the Edit button next to the product in the order.
2. Modify details and click Save to apply changes.

Logo Management 

Add a Logo:

1. Select the product and click Add Logo.
2. Choose the logo, placement, and color details.
3. Save the configuration.

Design a Logo:

1. Click Design to customize the logo further.
2. Adjust thread colors, thread groups, and visualize the final design using the Visualize button.
3. Save changes once complete.

Change a Logo:

1. Reopen the Add Logo window and update the details.

Additional Logo Features

1. Comments: Notes associated with a logo or product.
2. History: Shows previous actions related to the order.
3. View File: Access associated logo documents.
4. Suggested Thread: View previously used thread details for reorders.
5. Design Notes: Add notes for trim sheets.

Order Status Colors

1. Red: Logo added, order not designed.
2. Blue: Designed but not finalized (work order documents unavailable).
3. Green: Designed and finalized (work order and documents shareable).

Copy Design to Other Orders

1. Use the green check option to copy designs.
2. Choose Copy to Selected for specific items or Copy to All for all items.

Changing Order Stages and Adding Notes

1. Select a new stage from the Action dropdown.
2. Add notes by selecting Notes from the same menu.

Downloading and Sharing PDFs

1. Download PDFs: Select Download PDF from the Action menu for order details.
2. Send Approval PDF: Use the Send Approval PDF option to email the document to clients.
3. Download Work Order or Customer PDF: Choose the required option from the Action menu to download these files.