How to Add Clients?

How to Add Clients?

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Every production order belongs to a specific customer, and knowing how much business you're doing with each one shouldn't take extra effort. This update puts that data in one organized place.

Company Settings | Customer Management

Tracking customer data and linking it to production orders required unnecessary manual effort, especially as the number of orders per customer grew.

That changes now.

You can now add your customers and manage your relationship with them directly inside the system, with every production order automatically linked to its respective customer.


How It Works

1. Access the Customers Page

From the main menu, go to: Company Settings → Customers.

2. Add a New Customer

  • Click the "+" button on the Customers page.
  • Enter the name of the customer you want to add.

3. Link Production Orders to the Customer

When creating a new production order, link it directly to the relevant customer. Every order you create for a specific customer is automatically added to their record.

4. Track Each Customer's Order Volume

As production orders accumulate for a given customer, the number shown in the "Production Orders" column next to their name increases, giving you a quick reference for each customer's order volume without manual searching.

Add Clients

Frequently Asked Questions (FAQs):

  • Can one production order be linked to more than one customer?
    Each production order is linked to a single, specific customer when it's created.
  • How do I see the number of production orders for a specific customer?
    The "Production Orders" column next to each customer's name on the Customers page displays this number automatically.
  • Does adding a new customer require complex steps?
    No, simply click "+" and enter the customer's name, and the system adds them instantly.

Have a question about this article?

Reach out to the Garment IO team. We're here to make sure you're getting the most out of every feature.