Tailoring and Fashion Design Detailed Documentation

Introduction

The Tailoring & Fashion Design Add-On is a complete management solution designed to streamline tailoring business operations. It enables you to manage tailors, fabric types, design and work types, and client measurement profiles in an organized and efficient way. The system simplifies order creation with auto-filled details and automatic price calculations, while also supporting payment processing and collection tracking. From order placement to final delivery, it ensures smooth workflow management and better operational control.

How To Install the Add-On?

To Set Up the Tailoring & Fashion Design Add-On, you can follow this link: Setup Add-On

How to Use The Tailoring & Fashion Design Add-On?

Manage Tailors

• To add a new tailor, click the “Create” button on the Manage Tailors page. In the form that opens, start by entering the Tailor Name, Email, and Contact Number.
• Fill in the Address field, then enter the Specialization (e.g., Casual Wear, Sarees, Bridal Wear) and Experience Years. Set the Tailoring Charge and assign a Rating using the star selector.
• Select the tailor’s Availability by checking the applicable days of the week (Monday through Sunday). Upload a Profile Image using the Browse button, and toggle the Is Active switch to set the tailor’s active status. Click Create to save the record.
• The list page displays all tailors in a table with columns for Profile Image, Tailor Name, Contact, Specialization, Tailoring Charge, Rating, Status (Active or Inactive), and Actions.
• Use the Search bar to find specific tailors by name and apply filters using the Status dropdown (Filter by Status) and Rating dropdown (Filter by Rating). Click Apply to activate the filters or Clear to reset them. Toggle between list view and grid view using the view buttons.
• Using the Actions column, use View to see full tailor details, Edit to modify existing information, and Delete to permanently remove the tailor from the system.

Fabric Types

• To add a new fabric type, click the “Create” button on the Manage Fabric Types page. Enter the Fabric Name and Type, then set the Meter quantity and Cost Per Meter.
• Optionally, enter the Supplier Name. Set the Status using the dropdown (Active or Inactive) and select a Color using the color picker. Click Create to save the record.
• The list page displays all fabric types in a table with columns for Fabric Name, Type, Color (shown as a color swatch), Meter, Cost Per Meter, Status (Active or Inactive), and Actions.
• Use the Search bar to find specific fabric types by name and apply filters using the Status dropdown (Filter by Status). Click Apply to activate the filter or Clear to reset it. Toggle between list view and grid view using the view buttons.
• In the Actions column, use View to see full fabric type details, Edit to modify existing information, and Delete to permanently remove the fabric type from the system.

Design Types

• To add a new design type, click the “Create” button on the Manage Design Types page. In the form that opens, enter the Name and set the Price. Upload a Sample Image using the Browse button, and optionally enter a Description. Click Create to save the record.
• The list page displays all design types in a table with columns for Sample Image, Name, Price, Description, and Actions.
• Use the Search bar to find specific design types by name and click Search to retrieve results.
• Available actions: use View to see full design type details, Edit to modify existing information, and Delete to permanently remove the design type from the system.

Work Types

• To add a new work type, click the “Create” button on the Manage Work Types page. In the form that opens, enter the Work Type (e.g., Custom Tailoring, Embroidery, Stitching) and set the Price. Upload a Sample Image using the Browse button and optionally enter a Description. Click Create to save the record.
• The list page displays all work types in a table with columns for Sample Image, Work Type, Price, Description, and Actions.
• Use the Search bar to find specific work types by name and click Search to retrieve results.
• Using the Actions column, use Edit to modify existing work type information and Delete to permanently remove the work type from the system.

Measurement Profiles

• To create a new measurement profile, click the “Create” button on the Manage Measurement Profiles page. Enter the Client Name, Contact Number, Email, and Address.
• Fill in the body measurement fields: Neck, Chest, Waist, Hip, Shoulder, Arm Length, Sleeve Length, Inseam Length, and Outseam Length. Optionally, add any Additional Notes relevant to the client’s fitting requirements. Click Create to save the record.
• The list page displays all measurement profiles in a table with columns for Measurement Number (auto-generated, e.g., #MEA0001), Client Name, Contact, Email, Neck, Chest, Waist, and Actions.
• Use the Search bar to find specific measurement profiles by client name and click Search to retrieve results. Toggle between list view and grid view using the view buttons at the top-right.
• In the Actions column, use View to see the full measurement profile details, Edit to modify existing measurements, and Delete to permanently remove the profile from the system.

Manage Orders

• To create a new order, click the “Create” button on the Manage Orders page. Fill in the required details, including selecting the Measurement Profile ID & Name from the dropdown (populated from the measurement profiles), and the Client Name will be auto-filled accordingly.
• Select the Design Type from the dropdown (populated from the Manage Design Types section) and Work Type from the dropdown (populated from the Manage Work Types section). Choose the assigned Tailor from the dropdown (populated from the Manage Tailors section), then set the Order Date and Collection Date using the date pickers.
• The Tailor Charge, Design Price, and Work Price fields will populate automatically based on the rates defined in their respective sections. The Total Amount is calculated automatically. Optionally, select a Fabric Type from the dropdown (populated from the Manage Fabric Types section), then choose the Fabric Meter and the Fabric Cost per Meter will auto-fill based on the selected fabric. Click Create to save the order.
• The list page displays all orders in a table with columns for Order Number (auto-generated, e.g., #ORD0001), Order Date, Client Name, Design Name, Tailor Name, Total Amount, Status (Pending, In Progress, or Completed), Payment Status (Pending or Paid), and Actions.
• Use the Search bar to find specific orders by Order Date or Client Name, and apply filters using the Status dropdown (Filter by Status) and Payment Status dropdown (Filter by Payment Status). Click Apply to activate the filters or Clear to reset them. Toggle between list view and grid view using the view buttons at the top-right.
• The Status column includes an inline dropdown, allowing you to update an order’s status directly from the list.
• Available actions: use the Payment to create a payment for the order (the Payment Amount and Client Name auto-fill from the order); select the Bank Account from the dropdown (populated from the bank accounts section); enter the Order Date, Reference Number, and an optional Description; please note that once a payment is made, the order cannot be edited or deleted.
• Use View to see full order details, Edit to modify the order, and Delete to permanently remove it from the system.

Manage Payments

• The Manage Payments page provides a complete overview of all payments linked to orders. Payments are created directly from the Manage Orders section using the Payment action and are listed here automatically.
• The list page displays all payments in a table with columns for Order Number, Reference Number (auto-generated, e.g., PAY-2026-001), Payment Date, Client, Amount, Status (Pending, Cleared, or Cancelled), and Actions.
• Use the Search bar to find specific payments by Reference Number or Client Name, and apply filters using the Status dropdown (Filter by Status) and the Payment Date Range picker. Click Apply to activate the filters or Clear to reset them.
• In the Actions column, available options depend on the payment’s current status. For Pending payments use the Mark as Cleared to confirm and clear the payment, Cancel Payment to cancel it; View to see full payment details, and Delete to permanently remove the record. For Cleared or Cancelled payments, only the View option is available, as these statuses are final and cannot be modified.

Manage Collections

• The Manage Collections page tracks the collection status of completed orders. Collection records are generated automatically from the Manage Orders section only when an order’s status is set to Completed.
• The list page displays all collections in a table with columns for Order Number, Client Name, Collection Date, Status (Pending or Collected), and Actions.
• Use the Search bar to find specific collections by Collection Date, Client Name, or Order Number, and apply filters using the Status dropdown (Filter by Status). Click Apply to activate the filter or Clear to reset it.
• Using the Actions column, available options depend on the collection’s current status. For Pending collections, use the ‘Mark as Collected’ to confirm that the order has been collected by the client and ‘Delete’ to remove the record. For collected entries, only the Delete option is available, as the status is final and cannot be reversed.