Setting up your account, a checklist

A new Flyte account works best when it is set up in a sensible order, because later steps rely on earlier ones. Customer emails need your logo and colour; purchase orders need your warehouse address and a factory with people to email; a customer needs products before their portal shows anything. Work down this list.

#1. Company information

Settings → General → Company

Company name, Trading name, Phone, Website, and the Tagline shown on the login screen.
Contact email — use an inbox someone actually reads. Quote accepted and declined alerts, factory change requests, customer change requests and factory replies on PO threads all go here.

Press Save company info.

#2. Logo and brand colour

Settings → General → Brand

Logo — Upload logo. A PNG or SVG on a transparent background works best.
Logo for dark backgrounds — optional white or light version for the dark menu. Leave blank to use the main logo.
Brand colour — paints the banner behind your logo and the buttons on every email. Choose a dark colour, because button text is white.
Currency — your business currency.

Check How it will look for a live preview of an email.

#3. Addresses

Settings → General → Addresses

Business address.
Warehouse / delivery address — where factories send goods by default. It prints in the Deliver To block on every PO.

#4. Your team

Settings → Team & access

Add each person with Add a team member, tick the sections they need, and send the invite. See Adding and managing team members.
Mark your designers with Designer, so they appear in the designer list and are emailed when customers respond.
Tick each person's Team emails (all start off). If nobody ticks New enquiries or New purchase orders, nobody is emailed about them.

#5. Emails and reminders

Settings → Emails & reminders

Press Send test email to check sending works.
Decide whether to switch on Follow-up reminders for order confirmation, artwork approval and panel print approval. They are off until you switch them on and save.
Optionally adjust the wording of the editable email templates.

#6. Catalogue settings

Settings → Product attributes — your styles, categories, techniques, colours, necklines and genders, plus the PO and default product code prefixes.
Settings → Size groups & detailings — the size groups your products are ordered in. Give every group a unique name.
Settings → Pricing & FX — default mark-up tiers and exchange rates.
Settings → Shipping & freight — carriers, a freight table per method (for example Air and Sea) with a default, and local delivery days.

#7. Factories

Factories

Create each factory with a code and name.
Add the people who should receive POs, with factory emails on. A factory with no notification users receives nothing when you submit a PO.
Invite them to the factory portal if they'll use it.

#8. Products

Products

Add base products with a factory, lead time, MOQ, size group and buy prices. A product with no buy price produces $0.00 PO lines.

#9. Customers

Customers

Create each customer and agree their customer code first. It becomes part of every product code.
Add addresses, people, sub groups, and assign people to sub groups.
Give them catalogue products, then invite them.

See Creating a customer for the full order of work.

#10. Check the result

Use View as Customer to see the portal as one of their people would.
Send yourself a test of an email template to see your branding in place.

#Common questions

My logo or colour isn't showing. Press Save company info; it shows on the next page load. If a customer's emails look different, they have their own logo or colour on their record, which wins on emails about them.

Which integrations should I set up? Look at Settings → Integrations. Some are switched on by your platform support team and show Managed by your provider or Contact your provider to connect.