Design Manager

The fourth tab on the Item Window is the Workroom tab. The Workroom tab is used to input information regarding the overall fabrication of a product such as a window treatment.  All of the information entered on this tab will be displayed on the Work Order document.

The Wookroom Vendor is used to designate the Vendor that will be receiving merchandise, often from other Vendors, in order to fabricate the finished product for the Client.  

The Ship Finished Product To field allows the user to enter a Ship To Code that informs the Workroom Vendor where to deliver the finished product upon its completion.   The Ship Finished Product To defaults to the Ship To Code in the Project Info tab.  

Workroom Instructions can be entered which are intended to provide the Workroom Vendor with any necessary information regarding the assembly of the product as a whole.  Workroom Special Instructions can also be entered on the Component and Special Instructions tab for the individual Components that will comprise the finished product for an additional layer of communication to the Workroom Vendor.

Item Workroom Tab

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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