What's new in the redesign
An orientation for existing users: the system is now called Flyte, and here is what moved or was renamed at a high level.
The system you use has been fully redesigned and renamed Flyte. Your data, your customers and the way the order journey works have not changed. What has changed is how screens are laid out and what a few things are called. This page is a quick orientation for people who knew the old screens.
#The name
The system is now Flyte. Emails, approval pages and portals still carry your own logo and colours, and your customers' where set.
#Full-page workspaces instead of side panels
Orders, visuals and customers now open as full-page workspaces instead of side panels.
- Click an order number to open the order workspace. It has tabs for Order details and Products, and Costs & margin for people with Financials access. A breadcrumb or ✕ closes it, and ‹ › steps through the list.
- Clicking a customer opens the customer workspace, with tabs Overview, Company details, Sub groups, People, Detailings and Products. There is no customer side panel any more.
- Visual jobs open in a workspace with Job details and Products tabs.
Each workspace has one main button for the next step, with everything else under Actions.
#Renamed on customers' people
| Before | Now |
|---|---|
| Primary | Account admin |
| Notify | Order emails |
The meaning is the same: the account admin manages the account, and order emails is the per-person switch for order emails.
#Settings has a grouped menu
Settings now has a menu on the left in groups, with Search settings at the top:
- Business — General, Team & access
- Catalogue — Product attributes, Size groups & detailings, Vendors
- Money & freight — Pricing & FX, Invoicing (where switched on), Shipping & freight
- Communication — Emails & reminders, Reports
- System — Integrations
Team members and their access are managed in Team & access, where adding or editing someone opens a side drawer.
#One messenger for everything
Messages opens over any page and holds every conversation: orders, POs, team chats and support tickets. The first tab, All, puts them in one list, with Orders & POs, Team, Support and Requests alongside. Stars, mutes and drafts are saved to your login, so they follow you to another computer.
#Pricing shows every freight method side by side
A product's pricing table now shows all freight methods side by side, each keeping its own manual prices, instead of separate freight tabs.
#Customer emails can be paused per order
Every order has a Customer emails card on its Order details tab, listing every email the customer can get about that order, with a switch for each and Pause all emails for this order. See Pausing emails on one order.
#Common questions
Has anything happened to my data? No. The redesign changes the screens, not your records.
Where do I find the customer's people now? Open the customer and go to the People tab.
Where's the Getting Started tour? Under your name in the menu. It runs once for everyone on their first sign-in and can be replayed at any time.