Setup · onboarding · roles
Live with your first customer in 3 days.
No ERP rip-and-replace. PackFlow sits customer-facing; your shop floor keeps working. Here’s the exact setup path, who does what, and what data moves where.
Branded workspace
We create your portal: logo, plant(s), machine list (flexo, gravure, corrugator…), users & roles. Your domain or ours. Supabase project with RLS per org.
- Admin + CS + Prepress logins
- Customer orgs created
- Email invites ready
SKU + history import
Bulk-upload SKUs across formats — code, material, specs, size, colours, dieline PDFs, MOQ, rate, revision. We map open job cards + pending proofs so day-one login already shows live work.
- Excel/CSV template provided
- Dieline + proof PDFs linked
- Rates + MOQs validated
Invite customers
Brand Owners (canApprove), Procurement (POs/forecast), Quality Viewers (view-only). Each sees only their org. 10-min Loom + 1-page PDF does the training.
- Role matrix per org
- Approval routing set
- Ship-to addresses saved
Go live: PO → dispatch
First forecast released → PO created → Job Card acknowledged → proof approved (view-gated) → printing → QC → dispatch with COA + packing list → invoice. Support tickets ride on job cards.
- First 5 Job Cards live
- First COA issued in-app
- Weekly review call
The daily loop (after go-live)
- 1Customer releases forecast month → Create PO (or raises PO directly)
- 2You Acknowledge → Job Card JC-xxxxx + promised date
- 3Prepress uploads proof → customer views → Approves (or rejects with reason)
- 4Production → Finishing → QC (batch verdicts) → Dispatch + COA + packing list
- 5Invoice raised · customer downloads · ticket if anything’s off
Roles & what each can do
Vendor checklist (bring to demo)
- SKU list + rates + MOQs
- Dieline PDFs + latest proofs
- Open orders + ETAs
- 2–3 customer emails to invite
- Machine + QC naming
- Invoice format
We’ll import your first 50 SKUs with you.
On the demo call. Bring the Excel — leave with a portal.