Season 4 · Episode 3 of 3 · 14:06

How to run your tailoring workshop in TailorSync, from the first cut to team pay

To run your workshop in TailorSync, switch on Workshop tracking in Settings and set it up once: your stages and routes, your team and their piece rates, and the workshops you send work to. From then on every garment line on an order gets a job card that shows where its pieces are, who has them, when they will likely be ready and what they cost to make. This third episode of Season 4 sets all of that up, follows a groom's order for four wedding kanduras and a suit from cutting to the final check, then pays the team, works out what the order cost and plans for Eid. Workshop tracking comes with the free trial and the Expansion and Enterprise plans.

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What the video covers

  1. 1The Workshop page. The By stage board has a column for each stage and a card for each set of pieces, with the order, the garment, who has the pieces, how long they have waited and when they are due. Filters show one person's work, one workshop's, what is due this week, the work nobody has been given (Nobody yet) and the work that may miss its date (At risk).
  2. 2Set the rules. In Settings, under Workshop, Track work by stage switches it all on. Choose whether a finished order asks you first or marks itself ready, switch on the Morning note for the people who give out work, and add your days off and the dates the shop is closed, so ready dates count only the days you work.
  3. 3Starter sets, stages and routes. On the Templates tab, add a starter set for what you make, or one route such as Suit and blazer. On Stages, move a stage with the arrows or add your own with its usual days. On Routes, duplicate a route, make a stage required, give a stage to a person or a workshop, and type the garment names that follow the route. When two routes match a line, the longer name wins.
  4. 4Your team. Add the people who make the clothes on the Team tab, with the stages they do and how many pieces a day they finish, then set their piece rates. They don't need a login, and they don't count as users on your plan.
  5. 5Outside workshops. Edit a supplier and switch on Does work for us, with the stages they take and their usual days.
  6. 6Take the order. Pick the tailor, and the stages that nobody has by default go to them. Each garment line picks its route from its name. Tick Needs a trial fitting on a garment the customer will try on first, and pick the day. Under the delivery date, TailorSync shows when the workshop will likely have it all ready, and the latest it safely will be.
  7. 7Tags and scanning. Print a tag for each job card to travel with the pieces. Scan opens a card from its tag, and the Scan station finishes a stage tag after tag for the person you pick. A tag at the wrong stage is refused, with the reason on screen.
  8. 8Inside a job card. Start, finish, skip with a reason, or assign each step. Split a piece onto a card of its own, merge pieces back when they go the same way, and give one card its own rate under Pay for this card.
  9. 9Send work out and get it back. Send to workshop fills in the expected-back date and gives the send-out its own number. The note that goes with the pieces shows the order number, never the customer's name. Receive moves the card on, and Make a bill turns what came back into a draft purchase.
  10. 10Materials on a job. Use material on a card takes it out of stock and counts it in what the order cost. Return puts back what wasn't needed.
  11. 11Ready dates and what needs attention. Every card shows a likely date and a safe date and names the busiest stage. Needs attention lists late work, late send-outs, work at risk, stuck steps, fittings coming up, finished orders not yet marked ready, pieces nobody has and anyone with more than they can finish.
  12. 12Who has room. By person shows what each person has open, what is due or late and what they finished lately. Send someone today's list on WhatsApp, with no customer names and no prices. Team output shows the pieces each person finished and what they earned at your rates.
  13. 13Tailor links. Give a tailor a link to their own work on their phone, in English or Arabic. They tap Start and Done, and the job card moves on in the shop straight away. Switch on Show their earnings this week and they see what their work has earned.
  14. 14Fittings and finishing. Mark the trial fitting done on the order and the card moves past it. Scan the tags at the quality check, then tap Mark ready when every piece is finished.
  15. 15Team pay and costing. Team pay shows what you owe each person, pays them from a cash or bank account, puts the payment in your expenses, and prints a statement. An order's Costing tab takes the fabric, materials, team pay and outside work off the price before VAT to show your margin.
  16. 16Plan for Eid, and ask Claude. The Rush planner gives the last day to take each kind of order before your next busy dates, and which stage runs out first. If you've connected Claude or ChatGPT, ask about the workshop in plain words. The guides Piece rate pay for tailors, What a tailoring order costs and Delivery dates your workshop can keep cover these jobs in writing.

Transcript

Everything the video says, under its chapters. Click a time to play the video from there.

0:00

What the Workshop does

This is the complete guide to the Workshop in TailorSync. It follows every garment you make, from cutting to the final check, shows who has each piece, and tells you what it cost to make. Open Workshop in the menu. The By stage board has a column for each stage, and a card for each set of pieces. A card shows the order, the garment and how many pieces, who has them, how long they have waited, and when they are due. Use the filters to see one person's work, one workshop's, or what is due this week. Nobody yet finds the work no one has been given, and At risk finds the work that may miss its date.

0:43

Switch it on and set the rules

Everything is set up in Settings, under Workshop. Track work by stage switches the whole thing on. The first time, TailorSync asks what you make and starts you with the right stages and routes. When someone starts the first step on a piece, the order moves to In progress by itself. When every piece is finished, the order can ask you first, or mark itself ready. The Morning note sends the people who give out work one short note at eight, with what needs attention that day. Ready dates only count the days you work. Friday is this shop's day off. Add the days the shop is closed too: pick the date, give it a name, and add it.

1:30

Starter sets and templates

On the Templates tab, a starter set adds the stages and routes for what you make. This shop began with Gents tailoring, so all of it is added. You can add a single route as well. The shop now makes suits, so tap Add on Suit and blazer. TailorSync shows what it will make, and what it already has and keeps as it is. Add it.

1:55

Your own stages and routes

On the Stages tab, the new Trial fitting stage has gone to the end. A suit is tried on before it is stitched, so use the arrows to move it up, right after Cutting. Add a stage of your own. Type Tassel, put it in the Finishing bucket, and add it. Then set its usual days to one, so the ready dates know how long it takes. A route is the list of stages a garment goes through. On the Routes tab, duplicate the kandura route to make one for weddings. Call it Wedding kandura. Every wedding kandura gets embroidery, so switch Optional off on that stage, and give it to Al Noor Embroidery, the workshop that does it. Add the Tassel stage, move it up after Stitching, and pick Yusuf, who usually does it. Under garment names, type wedding kandura. A line with that name now follows this route. The kandura route matches it too, but the longer name wins. You can also link stock items to a route, and pick the default route for lines that nothing else picks. Save the route.

3:11

Your team, no logins needed

Now the people who make the clothes. They are on the Team tab of the Workshop page. They don't need a login, and they don't count as users on your plan. Add a new tailor. He works freelance, so pick that, then the stages he does: stitching and tassels. He can stitch three pieces a day and finish ten tassels, which the ready dates use. Add him. Now what he earns. Open his piece rates and type the rate for one piece: twenty five dirhams for stitching and ten for a tassel. Save.

3:47

Workshops you send work to

Some work goes out to other workshops. Under Suppliers, open Al Noor Embroidery and edit it. Does work for us is switched on, with the stages they take and their usual days. That's all a supplier needs to become a workshop you can send pieces to.

4:07

Take the order

Now the order. A groom wants four wedding kanduras and a suit. Start a new order and pick the customer. Pick the tailor. The stages he does that have nobody by default, like stitching, go to him. On the Custom tab, add the kanduras: wedding kandura, four of them, at four hundred and fifty each. The route picks itself, Wedding kandura. Add the suit, one at twelve hundred. It follows the suit route. The groom will try it on first, so tick Needs a trial fitting and pick the day. Now set the delivery date. Under it, TailorSync shows when the workshop will likely have it all ready, and the latest it will safely be ready. Create the order. Open the order. Each line has a bar for its route, coloured by stage, with the date its pieces are likely ready.

5:13

Tags and scanning

Print a tag for each job card, to travel with the pieces. Tap Print tags. Each tag has the order, the garment and a short code. On the Workshop page, tap Scan, and scan a tag or type its code to open its card from anywhere. At a busy station, use the Scan station. Pick the stage being finished and the person who did it. Then scan the tags one after another. Each scan finishes the step and adds a line. Scan a tag at the wrong stage and it is refused, with the reason on screen.

5:52

Inside a job card

Open the kanduras' card. Each step shows who has it, with Start, Done, Skip for a stage a piece doesn't need, and Assign to give it to someone. Only the groom's own kandura gets the gold embroidery. Split one piece off onto a card of its own. The other three don't need it. On their card, skip the embroidery and say why, so anyone who opens the card later knows it was left out on purpose. Their stitching would go to the order's tailor, but give it to the new tailor instead. Tap Assign and pick him. Pay can change for one card. The groom's piece takes more work, so under Pay for this card, give his stitching a rate of forty dirhams, for this card only. If split pieces end up going the same way, merge them back. These two thobes were split earlier, and now they can go on together. Open the menu and pick Merge pieces. The other card is ticked already, so merge. The same menu prints one tag, adds a step to one card, or moves and removes its steps, when one piece needs something different.

7:07

Send work out and get it back

Now send the groom's kandura to Al Noor for the embroidery. On its card, tap Send to workshop and pick the workshop. Expected back fills in from their usual days. Add their rate for a piece, check what goes, leave them a note, and send. The send-out gets its own number. Print the note to go with the piece. It shows the order number but not the customer's name. You can send it on WhatsApp too. When it comes back, open Out at workshops and tap Receive. Check how many came back and the day, and save. The card moves on to stitching. To pay the workshop, tap Make a bill. Every line that's back and not billed yet is ticked, with its rate. Make the draft purchase, and it waits in Purchases for you to check.

8:03

Materials on a job

Record what each job uses. Open the suit's card, then its menu, and pick Use material. Pick the buttons, say how many, add a note, and use them. They come out of stock and count toward what the order cost to make. If you used more than you needed, Return puts it back in stock.

8:28

When will it be ready

Every card shows the day it will likely be ready, and the day it safely will be. It names the busiest stage, and says what the dates are based on. At first the dates are rough, worked out from your settings: each stage's usual days and the pieces a day you gave each person. As your team finishes work, the dates come from what really happened. When a card's likely date runs past its due date, it is marked At risk, and the At risk filter lists them all.

9:01

What needs attention

Needs attention, above the board, sums up what to deal with today: late work, workshops that are late sending pieces back, work at risk, steps stuck for too long, and fittings coming up. Tap a line to go straight to that card. It also lists finished orders not yet marked ready, pieces nobody has been given, and anyone who has more than they can finish. On the dashboard, the Workshop card shows the same counts.

9:31

Who is busy, who has room

By person shows what each person has open at each stage, what is due this week or late, and what they finished lately. Tap a row to see their cards on the board. Send someone today's list on WhatsApp, share it, or copy it. It lists their pieces, with no customer names and no prices. Team output shows the pieces each person finished in a period, and what they earned at your rates.

10:01

Tailor links

The new tailor has no login, so give him a tailor link. On the Team tab, tap the link button on his row, and make a link. Send it on WhatsApp, share it, or copy it. Switch on Show their earnings this week, so he can see what his work has earned. On his phone, the link opens his own work: each piece, its stage and when it is due, with no customer names and no prices. It reads in Arabic too. He taps Start when he picks the pieces up, and Done when he finishes, with Undo if he slips. In the shop, the job card moves on straight away. With earnings on, his page shows the pieces he finished this week and what they pay. Stop the link at any time, and it stops working at once.

10:53

Fittings and finishing

The groom comes in to try on his suit. On the order, mark the trial fitting done. The suit's card moves past its trial fitting by itself. Over the next days the team works through the stages. At the end, scan each tag at the quality check station. Pick the stage and who is checking, then scan the tags one by one, and each piece is done. The order now says All pieces finished. Mark it ready? Tap Mark ready and confirm, and the order is ready for the groom to collect.

11:31

Team pay

Team pay shows what you owe each person: what they earned for finished work, less what you've paid them. Pay the new tailor. Tap Pay, then Pay all owed, pick the cash account it comes from, and save. It goes into your expenses too. From More, give an advance, take off a deduction, or set an opening balance. The statement lists every piece, rate and payment for a period. Print it for him.

12:05

What it cost, what you kept

Open the wedding order's Costing tab. It starts from the price before VAT, then takes off the fabric and stock, the materials used on its cards, the team's pay and the outside work. What's left is your margin. Missing lists anything without a rate or a cost price, so you know what isn't counted. The Costing tab on the Workshop page compares your routes: cost per piece and total margin, for the orders that finished their workshop work in a period.

12:37

Plan for Eid and busy dates

The Rush planner looks ahead to your next three busy dates, like National Day, Ramadan and Eid. On every card is the last day to take each kind of order and still have it ready in time. When it is already too late, it says so, and how many more pieces a day would cover it. The chart shows how full each stage gets week by week, and which one runs out first. Below are your busy dates, the same list as in Settings. Switch one off, confirm a date once the moon is sighted, or add your own, like a wedding season. Give it a name, the month and the day, and how many days before it the orders should be ready. The planner works from it straight away.

13:24

Ask Claude about the workshop

If you've connected Claude or ChatGPT to your shop, you can ask about the workshop in plain words. It reads the same job cards you see, and answers with who has each piece and where it is. Ask who has room for stitching this week, or what is out at a workshop. It can give out work or pay a tailor too, but only when the owner says yes.

13:49

Wrap up

That's the Workshop in TailorSync, from the first cut to the final check. Thanks for watching.

Part of Season 4: the workshop and the counter

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