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Table of Contents
General – Screen Functionality 9
Shortcuts 9
General Purpose Links 9
Screens with Grids 9
Selection lists (“drop downs” that open a new Windows) 9
Security 9
Objects 10
Users 10
Groups 12
Actions 12
How to Setup the Security for an Object 13
ECommerce 13
Unisex Styles – Display Two Products, Consume the Same Inventory 13
Magento Ecommerce InStyle Interface 13
Magento 1.9 Interface 13
Magento 2 InStyle Interface 13
Attachments 14
Spec Sheets – Patterns 17
Product Development Management (PDM) 20
Costing Workbooks 20
Spec Sheet Excel 22
Pre-production 23
Setup Basic Information 29
Agent 29
Application 29
Body type 29
Color 29
Color Group 30
Country 31
Divisions 33
Group 33
Labels 33
Freight 34
Sales Representatives 34
Garment type 34
Brands 34
Labor operations 35
Manufacturers 35
Markets 35
Vendors 36
Seasons 36
Spread Method 36
Cost Types 36
UPC 37
Warehouse 37
Sizes 37
Size Scales 37
Special instructions 38
Company 38
Royalties 38
Licensors 38
Price lists 39
Widths 39
How to Setup the Cost Template for a Manufacturer 40
Costing 47
Creating a New Cost Sheet 47
Cost Sheet Raw Material Detail 48
Example: 50
Bindings 50
Cost Summary 51
Raw Materials classification by Type, Subtype and Class 53
Raw Material Inventory 56
On-Hand 56
Issued 56
Reserved 56
Open PO 56
Balance 56
Raw Material Inventory Options 56
Raw Material Inventory: Switching from inventory by warehouse to inventory by detail 58
Raw Material Inventory Adjustments 60
Purchasing Raw Materials 62
How to create a Purchase Order 62
Creating a Purchase Order based on Material Requirements 63
Using Raw Materials as Subcomponents 64
Raw Material Packing Lists and Receiving of Rolls 65
Yields by Marker and Pulling of Rolls 67
Finished Goods Inventory 72
How to create a Style 74
Add Colors to a Style 74
Style Images 76
How to create an Assortment Style 77
How to Create a Pack (Cross Reference) 83
How to Create an Ecommerce Pack 86
How to Create a Customer 90
How to Create an Order 91
How to Print an Order as a PDF 91
How to Enter Order Comments 92
How to Create a Production Order Based on an Order 93
How to Create an Order Based on Customer Orders or Minimum 96
How to Create a Subcontractor PO 97
How to Receive a Subcontractor PO 102
Receiving of a Service in finished goods units 102
Receiving of a Service in raw material units 102
How to Create a Finished Goods PO (FGPO) 104
Creating a Manufacturer from a Vendor 104
Create a FGPO 105
Creating a FGPO in Front-End 107
How to Create a Pick Ticket Based on an Order 108
How to Create a Pick Ticket by Size Based on an Order 108
How to Create a Packing List for a Pick Ticket 109
How to Create an Automatic Packing List for a Pick Ticket 110
Pick Ticket – Packing by Carton 111
How to Void or Delete a Pick Ticket 113
How to Send Automatic Emails 114
Shipping 128 Box Labels 116
Auto Packing by Style/Color/Size 116
Pack and Hold 117
Packing Verification 118
Pack and Hold 118
Load Shipment 119
How to Create an Advance Invoice 121
How To Print Invoices For A Specific Day 122
Setup Printer for Invoices 122
Order Entry, Allocation, Picking, Packing and Invoicing Chart 124
Order Entry 124
Creating a New Customer Order 126
Bulk Orders 127
Confirmation Orders 128
Order Status Inquiry 128
Credit Hold 128
Note on Credit Hold Criteria 129
Set up Credit Limits 129
Credit Hold based on Terms 130
Credit Card Payments 130
Authorize.Net 131
Parameters 131
Order Customizations 133
Subcontractor PO Created from Customer Order Customizations 135
Printing a Subcontractor PO 136
Customer Relationship Management (CRM) 137
Customer Service 137
Picking Tickets 143
Automatic Allocation 144
Manual Allocation 144
Printer Setup for Pick Tickets 144
Manual vs. Automatic Boxing 146
How to Backorder an Order with Multiple Lines with the Same SKU 148
Box Weight 150
Invoice Status 150
Invoice Form 150
Miscellaneous Invoicing 152
UPS Interface Mappings 160
UPS WorldShip – How to Use the Interface 164
Bill of Lading 165
Creating a New Bill Of Lading 166
Shipping “End of Day” Process 167
Advanced Ship Notice (ASN) 168
Creating an ASN 168
Manifest 168
Manifest without store totals 168
Manifest by Ship-To 168
Sales 168
Commission Report 169
How to take a Physical Inventory 171
Scope 171
Raw Material Physical Inventory 171
Finished Goods Physical Inventory 174
Finished Goods Packing Lists and Shipments 177
Finished Goods PO – Sending an email 182
Finished Goods Shipment Receiving by Carton 183
Collecting PW tickets and scanning. 189
Labor Operations 191
Labor Rates 191
A Piece Work Ticket 191
Cost Sheet Labor Operations 192
Time Calculation Method 192
Time Code Master 192
How to Update the Manufacturer Base Rate 192
How to Update The Bundle Size when Using Automatic Spreading 192
Accounts Payable 195
Check form – Adjust check form in printer 196
How to Reprint a Check 198
Work with Checks 198
Return Authorizations and Credit Memos 200
How to Transfer Documents to AR and AP 203
Splitting Invoice Transfer Batches (VBS Only) 205
Define a Financial new fiscal year 205
EDI 207
How to set up the EDI invoices creation to run at night. 208
EDI Cross Reference Price Validation 208
Process EDI Documents Excel. 208
Excel Format for EDI Import 210
Process EDI Documents Text 211
IMPORT 852 DOCUMENT 211
Order Status Inquiry 869 and Order Status Report 870 215
Order Status Inquiry 869 215
Order Sts Report 870 220
EDI POS Sales 221
Factor EDI Interface 224
Style Inventory – How to Create an Adjustment 226
1 – ON HAND, SECONDS TO ON HAND, QUALITY CONTROL TO ON HAND, MINIMUM, MAXIMUM, OPTIMUM QUANTITIES. 226
2 – To Change WIP, Transit, Shipped, Pick Quantities. 229
Style Inventory – How to do an Inventory Transfer 232
Pending Style Transfers [Win] 232
Orders with Pending Style Transfers [CRM] 233
Style Inventory Management by Location 234
Style Inventory by Warehouse Location 234
Carton Inventory by Location 235
Carton Move to Location 237
Importing Data From Excel 239
Style Master Import from Excel 239
Data Migration 239
Data Migration – Size Scale 243
InStyle QuickBooks Interface 244
Reporting and BI 244
Web Based System Reports 246
Style Inventory Query 246
Special reports 246
UPS international rates 249
Configuration 252
Report Parameters 253
Company Parameters – Default Values 253
Technical Information 255
NOTE: Instructions for Companies that Purchased the Source Code and will make changes to the Source Code 255
CD Contents 255
Methodology – Making Changes to the Knowledge Base 256
Menus 257
INITIAL SETUP 258
System Requirements 260
