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This guide walks a new administrator through setting up a GarmentFlow workspace, from an empty account to the point where your team can place its first order. Work through it roughly in order — each step lays the groundwork for the next.

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The setup sequence

Setting up a workspace happens in three broad phases:
  1. first. Load the reference data the rest of the system draws on — your customers, vendors, materials, colors, and units. Everything downstream references these, so they come first. Enter them by hand or load them in bulk with the Data Import wizard.
  2. Users next. Add your team and set what each person can do. See user management.
  3. Feature configuration last. Turn on the optional capabilities your business uses and tailor the navigation to your team. See feature settings.
The rest of this page covers the master catalogs, your company and branding settings, and the sidebar — then closes with a checklist that ties it all together.

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Configuring master catalogs

Master catalogs are the shared reference data every workflow builds on; set them up once and they’re available everywhere. They underpin the rest of the system: a style’s names fabrics, trims, suppliers, and units that must already exist, and the a style ships in are built from your color list. So the catalogs come first, and the order you create them in matters. Because the catalogs reference one another, materials come after the vendors and units they name, and styles come after the colors and materials they’re built from. For the on-screen reference for each catalog — what it holds, how the bilingual names work, and what each one feeds downstream — see Master catalogs. For the vendor directory itself — the three vendor types, the currency and payment-terms defaults, and the detail view — see Vendors. For the bulk-import route, see Importing master data.

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Company and branding settings

Your company profile and branding are what make GarmentFlow’s documents look like your documents. Find them under Settings.
  • Company info. Set your Company name, the display name shown in the app, your contact email, and your company address. These identify you on every document you send.
  • Bank accounts. Add the bank accounts that appear on your proforma invoices, so customers know where to pay. You can mark one as the default.
  • Branding. Upload your logo and set your brand color. You can also configure how the logo sits on PDF exports and add a footer line.
Every , proforma invoice, and packing list renders as a PDF using these settings, so a customer always sees your name, logo, and bank details — never a generic template. Because the documents read these settings fresh each time they’re generated, updating your address or bank details here updates every future document at once. For the full field-by-field reference — including the AI assistant defaults that share the same page — see Workspace settings.

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Setting up your sidebar

You can tailor the navigation sidebar to match how your team works. In Feature Settings, the sidebar configuration lets an administrator hide the top-level items your team doesn’t use and reorder the rest into the sequence that suits you.
  • Hiding an item removes its link from the sidebar; it doesn’t remove the feature. Hidden pages stay reachable, so nothing is lost — the sidebar is just less cluttered.
  • A couple of core items, such as Dashboard and Orders, are always shown and can’t be hidden.
  • Leave the configuration untouched and every team gets the standard layout in its default order.
This is purely about presentation — use it to bring the modules your team lives in to the top and tuck away the ones it doesn’t. Here is a checklist a new administrator can follow from an empty workspace to a first order. It puts each piece of reference data in place before the step that needs it.
  1. Units — your units of measure, so quantities have something to count in.
  2. Colors — your shared color list, the building blocks of colorways.
  3. Vendors — your factories, fabric mills, and accessory suppliers.
  4. Fabric and accessory masters — your material catalogs, which reference the vendors and units above.
  5. Customers — the buyers you sell to, with their default terms.
  6. Users — your team, with their roles and access.
  7. Your first style — define a product: its BOM, cost sheet, and the colorways it comes in. See the Styles module guide.
  8. Your first quotation — put a price in front of a customer. See Create a quotation.
  9. Your first order — convert the approved quotation into an order and you’re running. See the Orders module guide.
By the time you reach the first order, every reference it needs — the customer, the styles, the materials, the colors — is already in place, and nothing has to be entered twice.