Order details

Basic order details are stored as EMB file properties. Any alphanumeric information can be entered. Fields include:

Field	Details
Filename	File name of the selected design. This will often be a number or alphanumeric format for easy cataloging.
Title	Defaults to filename. Add a more descriptive name for easy searching. This name appears on the approval sheet or worksheet.
Design status	Use ‘design status’ for digitizing and approvals – e.g. ‘Logged’, ‘Verified’, ‘In Progress’, ‘For Review’, ‘Approved’.
Print approval sheet	Takes you to Approval Sheet print preview directly. You have the option of sending to a printer, printing a PDF, or sending by email.
Order details
Order #	Embroidery company’s quote/order number
Order date	Date the order was placed
Order due date	Date the completed order is due
Order notes	Internal notes for the sales/order staff. They do not appear anywhere other than here. The comments in the summary tab are included in the production worksheet and are intended for production staff.
Customer details
Customer	Customer name and/or ID
Contact	Customer contact person
Reference	Customer reference / PO order or similar
Sales rep	Name of salesman dealing with the customer
Product details
Product type	Garment or article type – e.g. Polo Shirt
Position	Position of design on the product
Quantity	Total number of pieces to be stitched with design
Product	Brand, style code, product name
Product colors	May include product color code or name.
Color / Size / Qty	Matrix of product color, size, quantity for the product

TIP

Companies can and should establish guidelines for staff to enter consistent information. No checking or enforcement is done by EmbroideryStudio.

Related topics...

• Printing design reports