Set up the workflow before the first order.

Prepare for onboarding

Bring together the information you use at the counter today: each operating site, your services and prices, the alteration operations you offer, and who needs access. Garmenly keeps stores, kiosks, factory and agents on one database, so it is worth agreeing the names and hand-off points before records are imported.

• List every counter, kiosk, factory and agent location that will handle garments.
• Provide customer, price-list and alterations-operation CSV files for onboarding.
• Confirm your cleaning production steps and the alteration bench time you want each operation to allow.
• Nominate an owner who can confirm settings and a person at each site who can complete opening checks.

Set up your first site

Start with the location where orders will be accepted first. Confirm whether it is a counter, kiosk, factory or agent hand-off point, then confirm its usual route for garments. A garment can be moved to another site later, but the destination and hand-off must be scanned so everyone sees the same location.

1. Confirm the site and its role

   Record the site name exactly as staff and customers use it. Identify whether it accepts orders, performs production, dispatches transfers, or a combination.

2. Confirm the normal route

   For work leaving the site, agree the next location and who is responsible for the transfer scan.

3. Check the local station

   Make sure the store machine, barcode scanner, tag printer and receipt printer are ready before staff begin taking orders.

Create team PIN access

Access is controlled by role and PIN. Give each person the role that matches the work they actually do: counter, machinist, factory, driver, agent or owner. This keeps counter actions, production scanning and reporting access appropriately separated.

Import customers and price lists

During onboarding, customer records, price lists and alterations operations can be imported from CSV. Use one row per record and keep column headings consistent. Remove duplicated customers where you can, but retain enough contact detail to identify the right person at the counter.

Set due-date rules

Due dates are calculated from the production steps required and current bench load. A cleaning order should reflect its cleaning and pressing work; an alteration should also allow the time configured for its selected operation. Where a fitting is needed, book it early enough that the bench still has time after the appointment.

• Use standard production steps consistently so the due-date engine can assess the work.
• Review estimated bench minutes whenever an alteration price or scope changes.
• Add an express surcharge only when the earlier promise can still be met.
• Check the factory workload before promising a tight date to a customer.

Run your first day

On the first day, make a small number of complete test orders before the counter gets busy. Include a single-garment cleaning order, a multi-garment order, and an alteration that needs a fitting card. Follow each item through tag printing, a transfer or production scan, and collection.

1. Create and tag an order

   Check that each garment receives its own barcode tag and that the tag number follows the order number, such as 40122-1 and 40122-2.

2. Scan a real hand-off

   Move the garment through the first production or transfer step, using the scan rather than a manual assumption about where it is.

3. Check the customer view

   Confirm the tracker link and collection communication are correct before relying on them for live work.

4. Review the day with the owner

   Use the payment reconciliation and workload information to spot any process gap while it is still easy to correct.

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• Prepare onboarding CSV imports