> ## Documentation Index
> Fetch the complete documentation index at: https://docs.garmentflow.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up your tenant

> Configure your company profile, defaults, and document templates.

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.

## The setup sequence

Setting up a workspace happens in three broad phases:

1. <Tooltip tip="A shared reference list — fabrics, accessories, colors, units, body parts, or categories — that styles, BOMs, and purchase orders read from.">[**Master catalogs**](/reference/glossary#master-catalog)</Tooltip>
   **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](/admin/importing-master-data).
2. **Users next.** Add your team and set what each person can do. See
   [user management](/admin/user-management).
3. **Feature configuration last.** Turn on the optional capabilities your business uses
   and tailor the navigation to your team. See [feature settings](/admin/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.

## 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
<Tooltip tip="The bill of materials — the list of fabrics and trims a style is made from.">[BOM](/reference/glossary#bom-bill-of-materials)</Tooltip>
names fabrics, trims, suppliers, and units that must already exist, and the
<Tooltip tip="A specific color or color combination that a style is produced in.">[colorways](/reference/glossary#colorway)</Tooltip>
a style ships in are built from your color list. So the catalogs come first, and the
order you create them in matters.

| Catalog                                                                                                                                                                                                         | What it's for                                                                                                  | Where it's used downstream                                                                                                                                                                                                                  |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Customers**                                                                                                                                                                                                   | The buyers you sell to, with their default trade term and destination.                                         | Chosen on every quotation and <Tooltip tip="A customer's commitment to buy specific styles, colorways, and quantities to ship by a given date.">[order](/reference/glossary#order)</Tooltip>; the saved defaults pre-fill the order header. |
| **<Tooltip tip="The canonical record for one outside party — a garment factory, a fabric mill, or an accessory supplier — your workspace places orders with.">[Vendors](/reference/glossary#vendor)</Tooltip>** | Your factories and suppliers, each typed as a **garment factory**, **fabric mill**, or **accessory supplier**. | Factories are chosen on factory orders; mills and suppliers on purchase orders and material catalogs.                                                                                                                                       |
| **Fabric masters**                                                                                                                                                                                              | Your catalog of fabrics — the main materials.                                                                  | A fabric referenced on a style's BOM must exist here first.                                                                                                                                                                                 |
| **Accessory masters**                                                                                                                                                                                           | Your catalog of trims and accessories.                                                                         | A trim referenced on a BOM must exist here first.                                                                                                                                                                                           |
| **Colors**                                                                                                                                                                                                      | Your shared color list.                                                                                        | Colors are combined into the colorways a style is produced in.                                                                                                                                                                              |
| **Units**                                                                                                                                                                                                       | Units of measure, such as yards or pieces.                                                                     | Used wherever a quantity is recorded — BOM lines, purchase orders, inventory.                                                                                                                                                               |

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](/admin/master-catalogs).
For the vendor directory itself — the three vendor types, the currency and
payment-terms defaults, and the detail view — see [Vendors](/admin/vendors). For the
bulk-import route, see [Importing master data](/admin/importing-master-data).

## 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 <Tooltip tip="A price offer sent to a customer before an order is placed.">[quotation](/reference/glossary#quotation)</Tooltip>,
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](/admin/workspace-settings).

## 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.

## Recommended setup order

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](/modules/styles).
8. **Your first quotation** — put a price in front of a customer. See
   [Create a quotation](/modules/create-a-quotation).
9. **Your first order** — convert the approved quotation into an order and you're
   running. See the [Orders module guide](/modules/orders).

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.

## Related pages

* [Master catalogs](/admin/master-catalogs)
* [Vendors](/admin/vendors)
* [Importing master data](/admin/importing-master-data)
* [User management](/admin/user-management)
* [Workspace settings](/admin/workspace-settings)
* [Feature settings](/admin/feature-settings)
* [Audit log](/admin/audit-log)
* [Styles module guide](/modules/styles)