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Getting Started Part 1: Basics and Divisions

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Welcome to ApparelMagic Cloud.&nbsp;<br><br>You are on your way to supercharging your business with the industry’s most popular software.&nbsp;<br><br>Follow these interactive tutorials to get the most from your system.<br><br>Click the<b>&nbsp;green box</b>&nbsp;to proceed to the next step.<br>

If you would like to use ApparelMagic Cloud in another language, open your system in Google’s Chrome browser and use their automatic translation tools.&nbsp;<br>

Click the <b>Globe</b> icon on the toolbar below each screenshot to translate these tutorials.<br><br>To toggle audio on or off, click the&nbsp;<b>Speaker</b>&nbsp;icon on the toolbar below.<br>

To get started, please navigate to your firm’s ApparelMagic Cloud system. The URL can be found in your welcome email titled “Welcome to ApparelMagic Cloud!”<br><br>You will find yourself on ApparelMagic Cloud’s secure login screen.&nbsp;<br>

ApparelMagic Cloud is protected with industry-leading security including Rackspace cloud monitoring, hashed passwords, and SSL encryption, complying with OWASP standards.<br>

Use the admin username and associated password, also found in the welcome email, to access your system. You’ll have a chance to change your password later.<br><br>Click <b>Login</b> to begin.&nbsp;

Upon entering ApparelMagic Cloud, you’ll be in Testing Mode, which allows you to familiarize yourself with the system.<br><br>This gives you an opportunity to try things out until you decide how you want to manage your information.<br>

<p>When you’re finished in Testing Mode and ready to move to Live Mode, you can choose to move&nbsp;(1) Nothing, (2) Transactions and Records, or (3) Records only.</p>

<p><span></span>Transactions include orders, pick tickets, invoices, shipments, payments, return authorizations, credit memos, manufacturing projects, purchase orders, receivers, checks, AP bills, and journal entries.</p>

Records include customers, vendors, styles, and materials.

<p>At any time, you can go to&nbsp;<b>Settings &gt; Subscription</b>&nbsp;on the left-hand navigation bar to modify your subscription. ApparelMagic Cloud is ready to grow with you, and you may add users or move to a different plan at the click of a button.<br></p>

Before you start creating products and transactions, you will be guided through Getting Started with tutorials that will walk you through how to get set up. <br><br>Access to other modules will be enabled after all setup steps are complete.

Let’s first take a look at the blue toolbar along the top of the screen.<br><br>The&nbsp;<b>Globe</b>&nbsp;icon shows your notifications. These include new updates and announcements from ApparelMagic as well as user-to-user messages we will learn to send later on.

If you ever need help while using ApparelMagic, click the&nbsp;<b>?</b>&nbsp;button on the top bar.

Here, you’ll have the option to enable Quick Help, a smart window that shows you ApparelMagic functions as you hover over them, or enter the Support Center, a source of information via Knowledge Base or support ticket.<br><br>Let’s go to the <b>Support Center</b>.

Click the&nbsp;<b>Log In Here</b>&nbsp;button to access the Support Center.<br><br>If you ever forget how to log in or which credentials to use, simply navigate to the ApparelMagic Cloud Users tab directly above the Log In Here button to get directions.

Once in the login screen of the Support Center, in the&nbsp;<b>Email</b>&nbsp;field, enter the&nbsp;<i>email address</i>&nbsp;associated with your ApparelMagic user.<br><br>Use your ApparelMagic user password in the&nbsp;<b>Password</b>&nbsp;field.

Remember this password will be used when logging into both your ApparelMagic Cloud system and the Support Center. If you change it in ApparelMagic Cloud it will automatically update here as well.<br><br>Click the button at the bottom of the page to <b>Sign In</b>.

The Support Center is a resource for you to learn more about your system.<br><br>We will look at two features, the Knowledge Base and Support Tickets.<br><br>First, let’s enter the <b>Knowledge Base</b>.

The Knowledge Base has hundreds of articles, videos, and tutorials you can refer to 24/7. This is your one stop shop to becoming an ApparelMagic power user.<br><br>Take a moment to familiarize yourself with some of the content available to you.

For example, you can access the videos we will see later on in this lesson under the&nbsp;<b>Getting Started</b>&nbsp;heading.<br><br>Let’s take a look at the&nbsp;<b>Interactive Tutorials&nbsp;</b>section.

After you finish the Getting Started tutorials, we recommend using the Interactive Tutorials to learn about each of ApparelMagic Cloud’s features in step-by-step detail.<br>

Next, let’s try searching the Knowledge Base. For our example, we’ll search for information about Shopify.

On the results page, you’ll see all articles that involve your search terms.<br><br>Now, let’s look at submitting a support ticket by clicking&nbsp;<b>Submit a Request</b>&nbsp;at the top of the page.

If you have questions for the support team or would like assistance, you can do that on this page.<br><br>Weekly training sessions are currently offered to clients on Professional and Enterprise subscriptions. They may request an invitation here.<br>

Please ensure any request has specific, detailed information so the support team can help you as quickly as possible.<br><br>Identify the part of the system you are using, what you are trying to do, and any question or issue you have.<br>

After you submit your request, you will receive updates to support tickets in the Support Center and via email.<br><br>You can reply to the ticket directly from the Support Center or by simply replying to the ticket via email.<br>

You can reply to the ticket directly from the Support Center or by simply replying to the ticket via email.<br><br>All tickets you open will be kept in the Support Center for your reference.

Back in your ApparelMagic Cloud system, we’ll continue looking at the blue toolbar at the top of the page.<br><br>You may <b>Log Off</b> using the button to the right of the Support Center icon.

Your username will appear on the far right.<br><br>Click on it to quickly access your user profile.<br>

Now is a great time to change your password if you would like.&nbsp;<br><br>Remember this password will be used when logging into both your ApparelMagic Cloud system and the Support Center.<br><br>Click <b>Save</b> at the bottom right to save your changes.

We’ll learn more about users later on in the next tutorial.<br><br>For now, let’s go back to the <b>Getting Started</b> section, found in the left hand navigation bar.

Now that you are familiar with some basics of ApparelMagic’s resources, you can set up your system using the prompts in the <b>Getting Started</b> section.<br>

You’ll notice that many of the areas on the left-hand navigation bar are not selectable. Before you access the system in full, you’ll follow along with these <b>Getting Started</b> tutorials to set up your system.<br>

After&nbsp;you have finished each section and clicked Done, you’ll be able to access your system in full.<br><br>For each section, make sure to watch the short video. Most of the videos are under 3 minutes.<br>

We’ll start with <b>Divisions</b>.&nbsp;<br><br>Divisions may be created to segment your business by sales channels such as wholesale, retail, or ecommerce, or by brand or other desired categorizations.<br><br>Please watch the short video to continue.

When we have finished the video, we’ll click the&nbsp;<b>Go to Divisions</b> button to continue.<br><br>Remember, the Basic plan includes 1 division, the Pro plan allows you to have up to 3 divisions, and the Enterprise plan invites you to have unlimited divisions.

This page lists all divisions in your system. For now, there will only be one default division, marked Main.<br><br>Let’s edit the division. Double click on it to continue and add more information about your division.<br><br><br>

The <b>Division Name</b> field allows you to enter an internal name to be used in your system.<br><br>If you’re using multiple divisions, you can specify this division as e-commerce or brick-and-mortar or any categorization that suits your business needs.<br>

The <b>Display Name</b>, which is optional, will be what shows up on your transactions including orders and invoices.<br><br>If you are happy with your text in the Division Name field showing up on your transactions, you can leave the Display Name field empty.<br>

Use the rest of the fields provided to enter or update contact information regarding your division.<br><br>This information must be filled in to have your company information appear on your transactions.<br>

You may even add a logo to your division by dragging and dropping it into the white square on the right of the screen.

Remember, you must have these fields filled in order for them to be included on transactions including orders and invoices, so please ensure you are satisfied with your updates before continuing. <br>

If you try to leave a module without saving your work, the system will remind you to save it.<br><br>Click&nbsp;<b>Save</b>&nbsp;at the bottom right to save your work.<br>

Next, we’ll move on to the <b>Accounting</b> tab.<br><br>There, you can link GL accounts to your division, so that on any transaction where this division is listed, these GL accounts will be used instead of the defaults.<br>

<p>Please Note: You must designate in the Chart of Accounts that these accounts belong to this specific division in order to be able to select them.&nbsp;To do this go to Accounting &gt; Chart of Accounts.<br></p>

<p>Professional and Enterprise clients can currently request a training session covering accounting set up and processes through the Support Center.</p>To return to the Divisions list view, click <b>List</b>.

Each module of ApparelMagic Cloud has unique actions and commands available to it.<br><br>Click on the Actions button at the bottom center of the screen to delete a division or set it as the main division.

Some businesses will use multiple divisions to keep transactions and accounting separate for ecommerce vs brick and mortar or wholesale vs retail sales.<br><br>Clients on Professional or Enterprise plans can create new divisions by clicking the <b>New</b> button.<br>

Multiple divisions are optional, and if your business wants to keep everything under one division, you can always add a division later. <br><br>Basic users can add more divisions by switching to a Professional or Enterprise plan at any time.

If you do elect multiple divisions, you will select and assign a division to each vendor and customer. Those defaults may be modified at on any transaction.<br><br>Next, click <b>Getting Started</b> to return to the main screen.

If you are finished with this section and ready to move on, click the <b>Done</b> button.&nbsp;<br><br>Remember to mark each section <b>Done</b> as it is completed so that you can access your system in full when you are finished.<br><br>In the next lesson, we’ll learn to manage users.

View All Interactive Tutorials