Getting started
What Flyte is, signing in, the tour, and the whole journey from enquiry to delivery.
What is FlyteFlyte runs your apparel business from enquiry to delivery, with one portal for your team, one for your customers and one for your factories.Signing in and the first-login tourHow team members get their login, set a password, sign in for the first time and replay the Getting Started tour.A tour of the team portalFind your way around the team portal: the Dashboard, the sidebar, the top bar, search, Messages, notifications and the New menu.The order journey, from enquiry to deliveryEvery stage of a Flyte job end to end: who does what, what the customer and factory see, which emails go out and what each status means.Glossary of Flyte termsPlain-English definitions of the words Flyte uses, from visual and enquiry to PO, panel print, PPS, MOQ, size group and sub group.Setting up your account, a checklistThe order to set up a new Flyte account in: company details, logo, brand colour, warehouse address, team, emails, factories, products and customers.What's new in the redesignAn orientation for existing users: the system is now called Flyte, and here is what moved or was renamed at a high level.
Visuals & enquiries
Turn a customer's idea into an approved design, and an approved design into an order.
What a visual job isHow visual jobs (enquiries) work in Flyte, where they come from, and how one moves from first enquiry to an approved design and an order.Creating a visual jobStart a manual visual job for a customer, choose who receives the approval emails, and fill in the job details your designer needs.Adding products to a visualAdd base or custom products to a visual job, give them product codes, and attach the renders, logos, names and detailings the customer will approve.Sending a visual for approvalSend a visual job's products to the customer for approval, choose which products go, and understand the email and link they receive.The customer's approval pageWhat your customer sees on a visual approval link, the three decisions they can make on each product, and the rule that stops a job being half-ordered.Letting your customer's customer approveHow the "Send to my customer for approval" option and the Classic rep review phrase work, and what you do when an end customer asks for changes.Handling changes and responsesWhat happens when a customer submits decisions on a visual, who is notified, what the receipt email contains, and how to send a revised round.Orders from a visualThe two ways an approved visual becomes a draft order, what the order carries over, and what to do next.Price requestsHow a customer's "Request a price" on a price-on-enquiry product reaches you, and how to turn it into a quote.
Quotes
Price a job, send it, and track what the customer decides.
How quotes workWhat a quote is in Flyte, the Quotes list, what each quote status means, and how a quote fits in before an order.Creating a quoteBuild a quote for an existing customer or a new lead, set its validity, tax and terms, and add styles with quantity breaks and pricing.Sending a quote and the customer's responseEmail a quote to your client, what they see and do on the online quote, how accept and decline reach you, and how to record an answer given by phone.After a quote is acceptedTurn an accepted quote into a customer record, products and an order, and, if your account has Shopify connected, a Shopify draft order.
Orders
The order workspace, confirmation, stages, holds and everything in between.
The Orders pageFind your way around the Orders list, what each stage counter and chip means, and the actions available on each row.Creating a manual orderStart a draft order yourself, for example from a customer's emailed PO, and choose the contact who will receive every email about it.The order workspaceA tour of the full-screen order workspace, its header, the Order details tab, dates and urgency, delivery details and the Costs & margin tab.Products and pricing on an orderAdd products to an order, enter quantities by size, and understand automatic tier pricing, set prices, discounts and $0.00 warnings.Names & numbers, artwork and pre-production samplesAdd per-garment names and numbers to an order, download the artwork PDF, and set up a pre-production sample before bulk production.Getting the customer to confirm an orderHow to send a draft order to the customer for confirmation, what the confirmation page asks for and why, prices on the link, and pricing queries.Confirming an order and raising POsCheck a customer-confirmed order, confirm it with a delivery date, send the customer their order confirmation, and create purchase orders for your factories.Order statusesWhat every order status means, from Draft to Closed, and who is holding the job up at each stage.Holds, splits, merging and deletingPut an order on hold and release it, split an order or a delivery, merge drafts, and delete or restore a draft order.Customer emails, approvals and the timelineUse the order's Approvals & changes card, switch individual customer emails on or off, and keep a record on the order timeline and internal notes.Create in ShopifyIf your account has it switched on, push a Flyte order to Shopify as a draft order, update it, and see how the completed Shopify order links back.The dashboard and To Get DoneRead the dashboard's cards and counts, use To Get Done as your team's live work list, and find things fast with search, the bell and the New menu.The calendar and remindersUse the team calendar for meetings, closures and order ETDs, control who sees each entry, and set reminders on orders and POs.
Approvals
Panel prints, samples, product changes and payment requests that need your yes.
How Approvals worksThe Approvals page is where your team decides on everything a factory proposes. Learn the tabs, filters, request types and how a decision reaches the factory.Product and price changes from factoriesDecide on a factory's product updates, new buy prices, PO line price changes and extra charges, and understand how each affects your products and POs.PO change requestsWhat happens when a factory asks for changes to a purchase order before accepting it, and how to fix and resubmit the PO.Production photos and samplesReview the factory's panel-print photos, send them to the customer for approval, relay their feedback, and how pre-production samples gate the bulk run.Factory payment requestsHow a factory's request to be paid reaches you, what approving or rejecting it does, and how to record the payment afterwards.
Purchase orders & factories
Set up factories, raise POs, and follow production from accept to ready to ship.
Setting up a factoryAdd a factory record, choose its currency, add the people who receive purchase orders, and build its fabric library.Inviting a factory to the factory portalGive a factory's people a login so they can accept POs, report production and ship online, and understand what they see once connected.Creating purchase orders from ordersTurn confirmed customer orders into draft purchase orders, grouped by factory, with buy prices and ETDs filled in.Submitting a purchase order to the factorySend a draft PO to your factory through the portal or by email, see who was told, and keep track of the spec the factory was sent.Purchase order statusesWhat each PO status means, who moves the PO from one to the next, and how PO status affects your customer's orders.Choosing the delivery address on a PODecide whether a factory ships a PO to your warehouse or direct to your customer, and how that choice affects dates and shipments.Editing a PO and adding custom linesChange quantities and prices on a purchase order, add products or one-off charges as custom lines, and record freight costs.Holds and splitting a POPause work on all or part of a purchase order, release it again, and split a PO into two so parts can move separately.Factory change requests and price proposalsHandle a factory asking for changes to a PO, proposing new buy prices, or asking to add a custom line, and see what each decision does.Production photos and pre-production samplesSend the factory's production photos to customers for approval, and run a pre-production sample before bulk production starts.Garment Works perpetual POsIf your account has Garment Works switched on, how POs are added to a factory's ongoing Garment Works purchase order and what to do when resubmitting.
Shipments & freight
Freight methods, shipments, tracking and receiving goods.
How freight and shipments workThe Freight page explained, what a shipment is, and why shipments are the only thing that moves POs and orders to Shipping and Delivered.Creating a shipmentBuild a shipment from items ready to ship, handle mixed freight methods and addresses, and fill in carrier, tracking and documents.Ship now and receiving a shipmentRecord when goods leave the factory and arrive at your warehouse, what each step tells your customer, and how to close or reopen a shipment.Landed costsRecord the freight, duty and other bills for landing a shipment, spread them across its lines, and lock them into each PO's cost.Tracking numbers and carriersSet up carrier tracking links so tracking numbers become clickable for your team and your customers.Freight methods and delivery datesSet up your freight methods and volume charges, local delivery days, and understand the one date rule behind every delivery date.
Products, pricing & sizes
Base and customer products, price breaks, size groups, MOQs and detailings.
Base, customer and stock productsThe three kinds of product in Flyte, how a customer product stays linked to its base, and which details follow the base when it changes.The Products page and product workspaceFind, filter and open products, and get to know each tab of the product workspace.Adding a base productSet up a new blank garment with its factory, sizes, folded size and buy prices so it can be ordered and sent to a factory.Creating a customer productMake a decorated version of a base product for one customer, with its own code, sub group and pricing choice.Pricing tiers: buy and sell pricesHow quantity-break tiers work, the difference between buy and sell prices, how the sell price is calculated, and how to lock prices.Linked and custom pricing on customer productsChoose whether a customer product follows its base product's prices or keeps its own, and how to switch between the two.Mark-ups and exchange ratesSet your default mark-up tiers, give a customer their own mark-ups, and control the exchange rates used in sell prices.Price on enquiryHide prices on products you quote job by job, and handle the price requests customers send instead.Size groups and size chartsControl which sizes a product can be ordered in with size groups, and record garment measurements with size charts. They are not the same thing.Minimum order quantity and lead timeSet a product's MOQ and lead time, and understand how they affect pricing, customer orders and delivery dates.Detailings (labels, neck tape and tabs)Build a customer's library of neck labels, neck tape, care labels and woven tabs, and attach them to products so the factory always sees them.Product images and filesUpload photos and files to a product, choose the main image that shows everywhere, and see what the factory and customer get.Catalogue visibility, status and deleting productsDecide which customers see a base product, what Active, Draft and Inactive mean, and how to remove a product safely.Product attributes and fabricsManage the lists behind styles, categories, techniques and colours, rename values everywhere at once, and keep each factory's fabric library.
Customers & the customer portal
Customers, groups, contacts, and what your customers see in their portal.
Creating a customerAdd a new customer company, choose their customer code, set their type, currency and mark-up, and follow the order of work that avoids "I can't see it" calls.Saved addressesKeep up to five delivery addresses on a customer, set the default that preloads on new orders, and see where customers pick an address.People and portal accessAdd the people at a customer, choose an account admin, set their order emails and reports, and disable or remove someone who has left.Who receives customer emailsThe contact rule explained: every order email goes to the order's contact, the visual's emails go to the visual's contact, and what Order emails switches off.Sub groups and the logo libraryCreate sub groups for each club, school or team under a customer, assign people to them, and build a reusable logo library.Inviting customers to the portalSend a customer's people their set-password invite, resend expired links, reset passwords, and fix invites that never arrive.What customers can seeExactly what each person at a customer sees in the portal, what is shared company-wide, and what customers never see.The customer portal, from your sideA merchant's tour of what your customers use: Home, Catalogue, Stock, Visuals, To get done, Orders, Shipments, the Locker Room and the link pages.Customer logo and brand colourGive each customer their own logo and brand colour so the emails and approval pages they forward carry their branding, not yours.Customer detailingsKeep each customer's neck labels, neck tape, care labels and woven tabs in a library, and add them to products in two clicks.
Messages & translation
Every conversation in one drawer, with automatic Chinese ↔ English translation.
The Messages drawerFind your way around Messages, its tabs and filters, how to read and write messages, attach files, use saved replies and edit or delete what you sent.Order and PO conversationsMessage customers about their orders and factories about their POs, see what each side receives, and archive conversations you're done with.Team chat and support ticketsStart direct and group chats with your team, and raise and track support tickets with your platform support team.Asking a factory to meet a dateUse the Requests tab to check a factory can meet a delivery date before you commit to the customer, and handle requests from factories to join.Automatic translation of factory messagesIf your account has it switched on, PO messages between your team and your factories are translated between Chinese and English automatically, both ways.View as CustomerSee the customer portal exactly as one specific person sees it, read-only, to answer "I can't see my order" questions quickly.
Payments, invoicing & reports
Paying factories, invoicing customers, financials, reports and the graveyard.
Paying factoriesGroup purchase orders into a payment, record deposits and balances with their real exchange rates, and close the payment to mark POs paid.Factory payment requestsReview and approve a factory's request to be paid, then record the payment, or decline it with a reason the factory can act on.FinancialsSee revenue, cost of goods and margin by customer, product, factory, PO and order, and find orders and POs that need attention.Team PerformanceSee turnaround times, workload and reply speed across your team, worked out from the dates Flyte already records.Invoices, deposits and credit notesIf your account has invoicing switched on, set up GST, payment terms and invoice details, and understand deposits on POs and what customers see.The GraveyardFind and restore deleted orders, products, POs, customers and factories, and permanently delete what you no longer need.Lead GenerationSend personalised outreach emails to prospects, track replies and clicks, and convert interested leads into customers.
Settings, team & emails
Your company details, your team and permissions, and every email Flyte sends.
Finding your way around SettingsHow Settings is organised, who can see and change it, how saving works, and what each settings page is for.Settings: GeneralSet your company name and contact email, upload your logo, choose your brand colour and currency, add your warehouse address and recolour statuses.Adding and managing team membersAdd a team member, send their invite, mark designers, change their access, reset passwords, and disable or delete someone who has left.Sections and powersWhat each permission section opens in the team portal, what the extra powers allow, and how to give someone the right access.Which emails go out, and who gets themEvery email Flyte sends to your customers, your factories and your team, what triggers it and who receives it.Editing email wordingChange the wording of the editable customer, factory and team emails, use placeholders safely, send a test, and revert to the default.Follow-up remindersSwitch on automatic reminders for order confirmation, artwork approval and panel print approval, choose how often they send, and preview the next run.Pausing emails on one orderUse an order's Customer emails card to see every email the customer can get about it, switch individual emails off, or pause them all.Product attributes, ranges and vendorsSet your code prefixes, group base products into ranges, manage styles, categories, techniques, colours and genders, and add stock vendors.Size groups and shared detailingsCreate the size groups products are ordered in, understand Uni and OSO, set measurement types for size charts, and add detailings shared by every customer.Pricing, exchange rates and freight settingsSet default mark-up tiers and exchange rates, see how sell prices are calculated, and set up carriers, freight tables and local delivery days.The weekly production scheduleSend customers a weekly spreadsheet of everything they have in production: design the layout, switch it on per customer and choose who receives it.IntegrationsWhat each tile on Settings → Integrations means, which integrations you control yourself, and which are switched on for you by your platform support team.
The Flyte assistant
Ask Flyte how to do anything, or have it train you, right inside the app.
What is the Flyte assistantThe Flyte assistant answers your team's how-to questions, walks through tasks and trains new staff. Here's where to find it and what it can and can't do.Getting good answers from the assistantHow to phrase questions to the Flyte assistant so you get clear, accurate steps, with examples of good questions for common tasks.Learning with training lessonsAsk the Flyte assistant to teach you an area of Flyte in short lessons, and say "next" to move on. Ideal for new staff.Sending a conversation to a human, and privacyWhen the assistant can't help, Send to a human turns your conversation into a support ticket. What happens next, and what the assistant keeps private.Flyte for your customers and factoriesOn accounts where it's switched on, your customers can ask Flyte about their portal and orders too. What they see and how it hands over to your team.
For your customers
Guides to send your customers: approvals, confirming orders, tracking and more.
Signing in and setting your passwordHow you get access to your supplier's online portal, set your password, take the first-time tour, and what to do if you're locked out.Your home page and To get doneWhat you see when you sign in, how to use the calendar, and how To get done lists everything that is waiting on you.Browsing your catalogue, stock and resourcesFind the products made for you, check off-the-shelf stock, and use the colour chart, fabrics and your detailings on file.The Locker RoomUse the Locker Room basket to collect products to order and styles to enquire about, choose freight and a date, and send it all in one go.Making an enquiry or requesting a priceAsk your supplier to design something new, or get a quote on a product priced per job, without committing to an order.Your visual jobs and their statusesFollow every enquiry on the Visuals page, understand what each status means, and know which button to press next.Approving a visualReview the artwork for each product, choose one of three decisions per product, and understand why you can't order half a job.Sending a visual to your customer for approvalGet the club, school or team you're ordering for to approve the artwork themselves, on a page that shows no prices.Confirming an orderEvery order starts as a draft. Confirm it with your PO number, freight method, delivery address and required-by date so your supplier can start.Confirming an order from a purchase order you emailedWhen your supplier builds an order from a PO you sent, one link lets you approve the artwork and confirm the order together.Raising an order from approved productsOrder products you approved for later on a visual, or reorder products already made for you from your catalogue.Reviewing and accepting a quoteOpen a quote from your supplier, choose your quantity break, send files, and accept or decline it.Approving panel printsCheck photos of the factory's sample print before the full production run, and approve or request changes product by product.Pre-production samples and job sheetsApprove a full sample garment before bulk production starts, or sign off a production job sheet for the whole job.Following your order through its stagesFind your orders, read what's on an order page, and understand each stage from Order Placed to Delivered.Messages and notificationsTalk to your supplier about any order, send files and photos, and keep on top of notifications and emails.Shipments and trackingSee what has left the factory, understand the two legs of the journey, find tracking numbers and follow split deliveries.Delivery addressesWhere your saved addresses come from, how to choose one when confirming, and how to change the address on an order.Who in your organisation sees whatWhy colleagues see different orders, products and enquiries, what the account admin can do, and how to fix something that's missing.Managing your groups (account admin)For account admins - add sub groups, choose who belongs to each, and set each group's logo, delivery address and colours.Invoices and credit notesIf your supplier invoices through the portal, how to read an invoice, pay it, handle deposits and understand credit notes.The order journey and the emails you'll receiveThe whole process from enquiry to delivery, the email that arrives at each step, and what each one asks of you.What to do when you're stuckHow to get help from your supplier, what "Link not found" means, quick fixes for common problems, and what only your supplier can change.
For your factories
Guides to send your factories: accepting POs, photos, samples, shipping and payment.
Getting started with the factory portalHow to sign in to the factory portal for the first time, set your password, and get back in if you forget it.Finding your way around the portalWhat is in the top bar and the sidebar, and how to view one company's work at a time if you make for several companies.Switching between English and ChineseHow to change the portal language, what the switch translates, and what it does not translate.To get done and the DashboardUse To get done to see every task waiting on your factory, and the Dashboard to see your production at a glance.The purchase orders list and boardFind, filter and sort your purchase orders, understand the colours and pills, and act on many POs at once.Opening a purchase orderA guide to every part of a PO page, from the stage card and dates to delivery, attachments, payments and messages.Products, artwork and sizes on a POHow to read each product on a purchase order, including the size grid, artwork, logos, detailings, size chart, names and numbers.Accepting a PO and what each status meansSet the ETD, accept a PO to start production, request changes, mark production complete, and understand every PO status.Proposing changes, prices and custom itemsHow to ask the company to change a product, a price, the MOQ or lead time, or add an extra charge, and how to follow your proposals on Approvals.Production photos and panel printsUpload and submit panel prints for approval, resubmit after changes, mark repeat orders, and add finished garment photos.Pre-production samples (PPS)What to do when a PO needs a pre-production sample approved before you start bulk production.Holds — pausing work on a POWhat it means when a PO is on hold, how to put a PO on hold yourself, and how a hold is released.Freight and shipmentsPack finished goods into shipments, add the carrier, tracking and documents, and press Ship now when the goods leave your factory.Messages and support ticketsTalk to the company about each PO, use saved replies, stars and mute, and contact support about the portal itself.Automatic translation of messagesIf translation is switched on for your account, PO messages are translated between Chinese and English automatically. Here is how it works.Date requestsAnswer a company's request to check whether you can make products by a certain date, before they send the order.Calendar and closuresSee your closures, holidays and PO dates on the calendar, and tell every company you make for when your factory is closed.Capacity planningSet how many units your factory can make each week and see a 12-week plan of committed work against that capacity.RemindersSet private or team reminders on a PO, shipment or payment request so nothing is forgotten.Team and permissionsFor factory owners and admins - add colleagues, choose which pages they can open, control their emails, and manage sign-in.Payments and payment requestsGroup shipped POs into a payment request, send it to the company to check, and follow it until it is paid.Products, fabrics and the companies you make forBrowse the products assigned to you, keep your fabric catalogue up to date, and see each company's POs, products and payments.Settings, notifications and emailsUpdate your factory's details, understand the notification bell, and control which emails you receive.