Help

Getting Started

Starting to work with the system is a structured and quick process. The key steps below take you from registration and subscription activation to creating users and the initial settings that ensure a smooth start of production and warehouse operations.

1) Company Registration

• Registration is performed by the person who will act as the initial administrator.
• Enter the core company and billing details:
  • company name;
  • EIK/Bulstat and VAT number (if applicable);
  • country and address;
  • contact details (email, phone).
• The first user account (administrator) is created to manage access and permissions.
• A valid email address is required — it is used as the login username.

Note: Initial registration creates the tenant’s “primary administrator”. Even if the subscription is terminated, access to the “Subscription & Billing” module remains available so you can activate a new plan.

2) Email Confirmation

• After submitting the registration form, the system sends a confirmation email.
• Through this email:
  • the address is validated;
  • the account is activated;
  • secure access to the system is ensured.

3) Password Creation

• After confirmation, the administrator sets a secure password for login.
• The password is used together with the email (username).
• Security recommendations:
  • minimum length and a combination of lowercase/uppercase letters, digits, and symbols;
  • do not use obvious or previously used passwords.

4) Plan Selection and Payment (Subscription & Billing module)

Work with a 4‑step wizard:

1. “Choose a plan” — select the plan (e.g., trial/basic/professional/corporate) and billing period.
2. “Choose add‑ons” — add extras (e.g., additional users, OCR packages).
3. “Order review” — summary of selected items and amounts (including promotions and VAT per country).
4. “Order & payment” — choose payment method:
   • Card (Stripe),
   • PayPal,
   • Bank transfer (“Awaiting payment” until posted),
   • SEPA Direct Debit (for supported countries),
   • Trial period (if eligible).

After successful payment, the subscription is activated. Even without an active subscription you can access the “Subscription & Billing” module to create/extend an order.

5) Create Users and Assign Roles (User Management module)

• Create organizational roles: “Administrator”, “Production Manager”, “Warehouse — Main”, “Warehouse — Auxiliary”, “Technologist”, “Data Entry”, “HR”, “Payroll”, “View Only”, etc.
• For each role, configure module permissions (read/write/print/export) in the “Roles — Permissions” screen.
• Create users:
  • enter email, name, and activate the account;
  • assign roles (the user inherits permissions from the roles);
  • send an email invitation for activation (inactive users receive a link to create a password).
• Each new user activates their access via the invitation link and sets their own password.

---

Recommended Initial Settings (before you start operations)

After activating the subscription and creating users, prepare the master data and settings to quickly start operational work.

A) Company Data and General Settings

• Company data (Standards → Master Data → “Company Data”)
  • enter legal name, address, contacts, logo (for print forms).
• Company data (Subscription & Billing → “Company Data”)
  • verify billing data (country, VAT status).
• General settings (Subscription & Billing → “General Settings”)
  • enable required functionality (e.g., knitting/sewing),
  • set parameters such as “number of pieces per bundle” and other key options.

B) Core Master Data — Materials and Suppliers

• Main materials
  • “Main Materials” — add materials, units of measure, colors/variants;
  • “Suppliers” — enter suppliers and contact details.
• Auxiliary materials
  • “Auxiliary Materials” — define groups, materials and “Color/Type”.

C) Technological Standards and Models (Standards module)

• Master data:
  • “Measurements”, “Details”, “Machines”, “Knitting Operations”, “Sewing Operations”, “Model Groups”.
• Models (Steps 1–4):
  • Model Information → Sizes & Weights → Main Materials → Auxiliary Materials.
• Labor:
  • “Planned Knitting/Sewing Labor” and “Actual Knitting/Sewing Labor” — enter/verify operations, times, rates.

D) HR and Payroll (optional)

• HR: team groups, teams, positions, employee categories, education levels, labor code reasons; calendars (working/non-working days).
• Payroll: “Parameters” (effective from month/year) and “Payroll Model” (configuration of elements).

---

First Practical Scenarios (quick start)

Scenario 1: Load Opening Warehouse Balances

1. Create materials (main/auxiliary) and suppliers.
2. Go to “Warehouse Receipts” (for main and/or auxiliary materials):
   • select supplier and date;
   • per line enter batch/lot, material, customer (if applicable), color/type, quantity;
   • “Save” and, if needed, “Print” and barcode labels.
3. Check “Materials Stock” (main/auxiliary) to verify ending balances.

Scenario 2: Production Request → Notification to Warehouse

1. In “Orders for Model” / “Orders by Models” enter a customer order (colorways/sizes and quantities).
2. In “Production Requests”:
   • select order and model;
   • fill in details (colorway/size/pieces) → “Calculate”;
   • review required materials and stock → “Save” (sends notification to warehouses).
3. In the warehouse modules:
   • “Warehouse Requests” (main/auxiliary): open the bell notification, fill batch/supplier/released quantity → “Save”.
   • If needed, issue materials via “Warehouse Requests”.

Scenario 3: Shop‑floor Reporting (barcode/OCR)

1. Print personal sheets/barcodes (PDP → “Personal Sheet/Barcode”).
2. Data entry:
   • “Knitting/Sewing — Personal Sheet (manual)” → scan barcodes, enter quantities/operations → “Save”;
   • OCR (“Capture” → “Edit”) — upload photos, review annotations, correct barcodes/quantities → “Save”.

Scenario 4: HR and Payroll (optional)

1. HR: create personnel, calendars, and leave orders (if needed).
2. “Attendance Sheet” — generate and adjust attendance (month/team).
3. “Payroll Run” — create a run, start it, check steps/results and print payslips if needed.

---

Tips for a Successful Start

• Roles and permissions: assign the minimum necessary permissions to each role; verify the “Roles — Permissions” matrix.
• Data and master records: keep clear and standardized names (materials, operations, models) — this reduces selection errors.
• Barcodes and OCR: apply barcode labels to batches/bundles and use sufficiently high‑quality images for OCR.
• Notifications: use the bell icon for fast communication between production and warehouse.
• Print/Export: available per permissions; use them for control and information exchange.

With these steps and an initial set of data you can activate the subscription, organize your team in the system, and start the core flows — production planning, materials management, shop‑floor reporting and (optionally) HR/Payroll.