Use Daily work for Overview, Projects, and Production. Customers & sales groups Customers, Stores when enabled, and Feedback. Products & artwork contains Product Catalog and Design Library. Notifications, Help, and Settings live under Workspace. On phones, the bottom bar keeps Overview, Projects, Production, Search, and Menu within reach. Projects becomes a vertical next-action queue; desktop uses a colored order board. Drag a card or use its Move menu to change the saved stage. Opening a Project does not move it. Open Menu for every other destination, New Project, Ask Fourth Rein, account controls, and Sign Out. Find Closed Projects under Projects → Filters.
Purchasing & Receiving governance
Use Purchasing & Receiving to prepare one vendor PO from one or several Projects, then record approval, the actual vendor order and each receipt without re-entering Project status. PO numbering is configured per organization. Approval is optional and off by default; when enabled, designated approvers receive an email and the PO cannot be placed until approved. Order placement records the vendor reference, date/time, channel and payment method. Actor-stamped history documents each step. The Purchasing role can prepare, place and receive orders without general Project editing. Existing manually recorded Ordered and Received quantities remain valid history and are not converted.
Revise an issued invoice safely
Issued invoices are read-only. In Project Financials, Start Revision on an eligible unpaid invoice, enter the reason, then review and resend the new draft. Fourth Rein preserves the original customer/project identity, lines, discounts, tax evidence and totals; marks it Superseded; and retires its payment link. An open Stripe checkout is verified and expired first. Any recorded payment or provider-owned marketplace total blocks revision—use the refund, payment correction or source-provider adjustment workflow instead. Draft invoice fields save after a short pause with Saving, Saved or a clear retry/conflict message. Blank quantities and money fields are not changed to zero. Add/remove/reorder, send, payment, refund, void and revision actions still require a button.
Reliable routine saving and Catalog imports
Routine Project details, Customer profiles, organization-created custom Catalog product fields and Store setup save after a short pause with stale-edit protection. Reload and compare when another browser changed the record. Supplier-controlled Catalog facts remain read-only. S&S and SanMar import rows show Importing while work is in progress, keep the search and results on recoverable failure, and link to the saved Catalog product on success. The custom variant generator adds only missing color/size combinations and never changes existing IDs, SKU/cost data or removed variants.
Create custom Catalog variants
Catalog → Create Custom Product accepts quick-add colors and standard Adult, Youth, Toddler and One Size presets. You can also type colors and sizes, one per line or separated by commas. Each color/size combination becomes a custom variant; leaving both empty makes one base option. On an existing organization-created custom product, Generate custom variants previews and adds only combinations that are missing. Existing and removed variants are never replaced or automatically restored; use Restore Variant for a removed option. SKUs and costs for new variants are optional and can be added later. Imported S&S Activewear and SanMar options still come only from their vendor integrations and refreshes.
Analytics and invoice reminders
Analytics is available in the left navigation to billing-authorized users. Date/source filters show cash collections on recorded payment dates in America/New_York. Partial receipts count once, currencies remain separate, and uncertain provider cash dates/amounts are excluded with visible review reasons. Collections include tax/freight; they are not revenue or profit. Outstanding invoices and aging reflect today, independent of the selected payment dates. Source follows the sale, not the payment processor. Exact linked operational mirrors are excluded. Needs Reminder prompts for due-within-three-days, due-today and three-or-more-days-overdue invoices, with three days between successful sends. Preview Payment Reminder is also available on eligible project invoices. Preview the recipient, remaining balance, email and recent delivery history; Send email reminder includes the invoice PDF and current payment link or saved instructions. Draft, paid, void and refunded invoices are excluded. Sending checks for changed invoice state and prevents repeat/concurrent attempts for five minutes. Failed attempts can be reviewed before retrying; Sent does not mean Read. Automatic schedules are not enabled.
Approved sales-channel material review
Production shows a read-only material requirements preview for paid and unfulfilled Shopify merchandise, including existing Shopify-backed team stores. Exact blank color and size quantities can be grouped across orders; decoration supplies are listed only when mapped to a verified recipe. Unknown stock, reservations and outstanding supplier orders are never guessed, so the preview does not authorize or automatically create a purchase order. Direct Etsy original receipts enter Needs Attention only when the connection is explicitly in active rollout and Etsy confirms payment; they remain unmapped, unsourceable and unshippable until a production mapping workflow is available. Shadow validation does not release orders. Native Fourth Rein Stores use a separate confirmed Stripe payment and Store-order workflow; this material preview does not change checkout.
Project purchasing and supplier POs
Order / Receive is visible on Project Overview and Products, with a dedicated Order / Receive workspace. Supplier PO rows preserve each garment color and size, including saved sizes on custom Products. Project Need remains linked to the Project; Extra for Stock is editable per size and Total to Buy combines them without changing customer quantities. Use Duplicate to copy a material directly below as a stock-only row, update its size, then select Include; use the arrows to arrange lines before saving. The saved, printed and receiving PO keeps that order. Use Add manufacturer variants for stock to buy an offered Catalog color/size absent from the customer order. On a future Project, Already on hand can reserve an exact Catalog-matched leftover and reduce Still to order without marking it Ordered or Received. Drafts reserve only the remaining Project Need. Supplier confirmation moves only Project Need to Ordered. Each receipt fills that size's Project Need first, then records any excess or stock-only variant as organization stock; the PO shows Project, stock and total receipts separately. The Supplier PO can also record shipping, supplier tax, one labeled miscellaneous charge and supplier invoice identity/total, then show whether the invoice matches merchandise plus charges. Those PO-level expenses do not alter customer quantities, Project counters or inventory unit cost. Canceling returns only unreceived Project Need and preserves recorded receipts. Manual Ordered/Received editing remains available for outside-system work. Existing stock without an exact Catalog size/color remains a review exception, and closed or archived Projects remain read-only.
Customer exemption on invoices
Verified customer exemptions are applied automatically when eligible native Stripe drafts recalculate. Certificate approval records use tax_exempt with a verification timestamp and reviewer; legacy verified records remain supported. A Sales Tax Exempt checkbox alone is not certificate approval. A certificate/reference number, Georgia applicability and an unexpired certificate are required. Invoice Tax links directly to the customer exemption record and identifies stale saved tax as a previous calculation. Resolve missing evidence through the customer Tax & Compliance workflow, then return to Financials to recalculate. Issued, paid and provider invoices retain their original evidence. For an invoice-specific decision, users with billing management and tax exemption management permissions can open Invoice Tax, enter a reason, and choose Mark this invoice tax exempt. This manual override does not require or certify customer documentation. It records the authenticated actor, time and reason in the invoice and activity history, persists through draft line edits, and can be removed on an unpaid native Stripe draft. Tax then recalculates with zero taxable merchandise and delivery. Georgia destination, registration and calculation checks still apply; any calculation failure remains visible and blocks sending. Paid, issued, committed and marketplace/provider invoices cannot be overridden.
Suggested addresses
Customer profiles and Project addresses check complete US addresses after editing. Compare You entered with Suggested, then choose Use Suggested Address or Keep Entered Address. No silent replacement occurs. Existing addresses can use Check Address. Unit/suite stays as entered and is not validated. Save the customer profile; Project addresses use normal autosave. Unavailable, incomplete or ambiguous checks leave fields editable. Keeping an unmatched address does not waive tax review. Verified street/geography evidence is reused within the organization for the same complete address for up to 30 days, so price and quantity edits avoid another Census lookup. New addresses or expired evidence require verification. Tax amounts, current rates and registration still undergo server checks. No Stripe Tax subscription or Google API key is needed.
Native shipping and postage
Open Settings → Integrations → Native Shipping to configure your organization Shippo or EasyPost account, then Project → Fulfillment → Rates and Postage. Billing management and project editing permission are required to purchase. Enter actual parcel dimensions and weight, compare USD rates within the same test or live mode, and explicitly authorize the displayed postage amount. Quotes expire after 15 minutes. Test labels never change active fulfillment. A purchased label records tracking and known postage expense but does not mark the parcel shipped. Refresh Tracking or wait for carrier polling. An uncertain purchase blocks another label until its original provider transaction is reconciled; a definitive provider rejection is retained and permits a new reviewed attempt. US domestic shipments are supported; international customs, label refunds and complete provider fees or later adjustments remain unavailable.
Verify Shopify shipment lines
Before posting older Shopify lines, open Verify Shopify Lines on the Project and explicitly map each originating line to its Fourth Rein Product with verification evidence. Titles alone never authorize a match. Selected partial quantities must match exact originating identities; unresolved or excess quantities block posting. Fulfillment creation is journaled before the platform call. If the result is uncertain, review the original fulfillment ID and reconcile its order, quantities and tracking before another creation. Customer notifications remain managed by Fourth Rein. Direct Etsy operational fulfillment remains in validation; keep Channels running.
Financial ledger and source coverage
Open Financial Ledger from Customers & Sales. Dates use America/New_York boundaries; channel and destination state filters preserve separate currencies. Linked Shopify orders supply authoritative sales facts rather than counting their Fourth Rein invoice again. Historical Etsy-to-Shopify mirror observations are retained and excluded from revenue. Confirmed payments shown belong to orders sold in the selected period, not a cash-flow period. Unknown tax responsibility, payments, fees, refunds and costs require review; incomplete profit is withheld. Download order CSV uses integer minor units and UNKNOWN for missing amounts. Billing managers can capture batches of historical non-draft native invoices and payment allocations without changing the originals. Direct Etsy receipt validation is available from Settings → Integrations → Direct Etsy while Channels continues running. Only original provider-confirmed payments are captured; validation creates no production orders or invoices. This report is not comprehensive until Etsy history/refunds, provider fees/payouts, production costs and source-export reconciliation are complete.
Georgia sales-tax report
Open Sales Tax from Customers & Sales. This report uses cash basis: money received, not invoice creation. Select Payment date from, Payment date through, and Source, then Apply filters. America/New_York dates and the selected source apply to summary cards, Georgia jurisdictions, transaction details, reconciliation warnings and Download CSV. Sources are All sources, Fourth Rein, Stripe, Shopify, Etsy, Manual, Imported / historical and Other. A Fourth Rein-originated invoice stays Fourth Rein when Stripe receives its payment. Posted native partial payments use their own received dates and saved invoice tax evidence; the final payment does not count earlier receipts again. Unpaid balances are excluded. Unknown payment dates, tax allocations and jurisdictions remain visible as Needs reconciliation, excluded from mapped totals and blank rather than zero in CSV. Marketplace-remitted tax is kept outside organization tax due pending reconciliation. Manual entry and historical import are secondary controls and require cash-basis confirmation. Source history and unresolved records must be reconciled before filing; zero results do not certify complete coverage. For eligible native Stripe draft invoices, opening Project Financials automatically verifies the complete delivery address, selects the current Georgia county or supported city rate, and applies tax after the Organization has acknowledged responsibility and saved an active Georgia registration. No separate tax system is required. Incomplete or imprecise addresses and unresolved Atlanta special districts stop for review instead of guessing; marketplace invoices retain original tax evidence. Draft tax refreshes after saved item or destination changes and on reopening for a changed issue date. Subtotal, Sales Tax, Invoice Total and Balance Due are visible on the draft. Failed calculation shows the reason, leaves totals pending and blocks sending until resolved. Use Retry Tax Calculation or Resolve Tax Issue only when needed. Blank project addresses inherit the customer’s selected delivery address, including shipping same as billing. Stripe uses Fourth Rein native tax, without Stripe Tax. Rates expire January 1, 2027; automatic quarterly updates and additional states remain unavailable. Invoice tax calculation does not itself recognize a cash receipt or change a filing election.
Delivery Runs and split destinations
In Project → Fulfillment, add one Local Delivery / Dropoff fulfillment per delivery address and select only the Product quantities going there. Choose Ready and enter the delivery address. Open Delivery Runs from the workspace menu, select ready deliveries from one or more Projects, choose a date, and assign an active team member as driver. The driver confirms the packages loaded, navigates to each stop, and records Delivered with a recipient, dropoff location, photo or signature. A failed stop stays outstanding and can be assigned to another run. Each stop updates the exact original Project fulfillment; other Product quantities and destinations remain pending. Delivery Runs never create invoices, collect payment or automatically mark a Project paid. Routes are ordered manually; Google Maps navigation is available per stop and as one link for two to four remaining stops.
Save a Proof Background for white or light artwork
For a physical Project Product, open Artwork & Presentation and find Proof Background after the placement's Position & Size controls. It is available once artwork is chosen, including placements without a product photo. Choose White, Light Gray or Dark Charcoal, then Save & Lock Background. For transparent white artwork, choose Dark Charcoal so it is visible in the customer artwork proof and PDF. Use Unlock Background to change it later; it withdraws an outstanding approval before editing. This separate lock keeps the finished width/height, Width/Height measurement choice and artwork placement as they were. The proof panel says Background shown for artwork visibility only, and production artwork keeps its existing transparency. An opaque background inside the artwork file is not removed. Changing the saved background refreshes the draft and requires a fresh approval of that appearance. Review it before Send for Approval; locking does not send it. After approval, use Create Revision before changing the background. Earlier proof versions keep their saved appearance. Digital artwork deliverables retain their existing temporary preview controls.
Correct a Project Product's Catalog color
If a Project Product shows Catalog color needs attention, choose Choose matching colors & quantities →, confirm the full Catalog style, and save the matching colors, sizes and quantities. After a style change, previous quantities stay recorded as mismatches until you save matching options. Reconcile ordered, received or on-hand materials in Sourcing before changing styles. Corrected colors cannot discard tracked purchasing quantities. Generated Catalog views, including a refreshed presentation, use the current selected-color photo; missing required photos need correction. Existing artwork and finished dimensions remain available. Check placement on the corrected image, then follow the normal lock/revision and approval flow.
Keep the staff Product Presentation preview current
After saving customer details in another tab, return to Preview Customer View to load the saved customer name. The staff preview refreshes when you return to its tab or window. You can also choose Refresh preview in the Staff Preview notice. The preview keeps the presentation's saved artwork and specifications. Refreshing does not notify the customer or record an approval; approval controls remain disabled in staff preview.
Decoration types and UV Proweave
Choose UV Proweave in Decoration Type. UV Proweave is grouped as a Patch in sourcing and production. When tracking a separate patch component, choose UV Proweave in Patch Type. Review the actual component, vendor, required quantity and purchasing details in Sourcing. Selecting a type does not mark materials ordered or received. A change still follows the existing Position & Size, approval, revision and production-lock rules.
A4 feed setup
Each organization requests its own approved feed access from A4. In Catalog → A4 feed setup, a teammate with Catalog management permission can use Request A4 feed access, then enter the organization's A4 account number, feed username, feed password and optional Feed folder. Save A4 details records the setup for this organization. Setup saved means the details are awaiting verification. After Test connection confirms both A4 workbooks, Catalog managers can choose Import A4 products. Manual import validates the feed, then loads recognized styles, variants and available vendor photos in batches. Supplier inventory is never your organization's physical stock. Automatic refreshes, ordering and unverified account pricing are not active. Replace details requires the complete account number, username and password again; stored credentials are never filled back into the form. Disconnect clears this organization's saved A4 credentials and keeps existing Catalog products, Projects and Stores.
Reorder a Product from a previous Project
Open a Project → Products → Add From Previous Project to find an earlier Product and add it to this Project. Or open an old Product → Reorder to choose New Project or Add to Existing Project. You can reuse sizing, decoration and vendor setup and optionally copy independent working artwork/files. Every copy starts as a new draft; the previous Project stays unchanged. Prior customer approvals, payment, ordering, inventory, production and fulfillment do not carry over. Recheck quantities, sourcing, artwork and approvals before making the new order.
Product workflow and next action
Every physical Project Product follows one workflow: Pick Product → Decorate → Approve → Order / Receive → Make → Fulfill. Each stage shows the relevant quantity or blocker, and the Next action opens the workspace that owns the work. While inside a Product, use ← Project Products or open the Project menu above the Product title to reach Overview, Products, Order / Receive, Production, Financials, Fulfillment, the Customer Profile, Project Sheet, Project Files, Project Activity, project copy, or Support without first backing out of the Product. Order / Receive separates physically available material from ordered-pending material and Still to order; unknown availability is never treated as ready. Approval locks customer-approved specifications, not purchasing, receipt, vendor, or material tracking, so staff can keep receiving after approval. Make and Fulfill remain in progress during partial work: for example, 36 finished on a 48-shirt order shows 12 awaiting production, and fulfilling 20 shows 28 still owed. Digital and Art Not Required Products show only the stages that apply.
Request a new approval link
Customers can request a replacement using Email Me a New Approval Link on the presentation access screen. It emails only the selected authorized contact; customers cannot enter an arbitrary email address. Requests are limited atomically to three per project access link in 15 minutes. The page confirms when the email was sent and reports delivery failures. Expired signed links return to the presentation access screen with an explanation. Invalid or tampered links show a customer-facing unavailable-link page, never the staff login page. Verification code entry remains available as a fallback. Requesting a replacement does not resend the approval request, reset its 24-hour reminder timer, change an approval, or expose the signed grant in the response.
Direct access from approval emails
Original Product Presentation emails, manual resends and 24-hour reminder emails use a signed link for the exact authorized email recipient. A valid link opens the presentation without a separate emailed code. Links expire after 72 hours and establish a 12-hour project session; approval still requires the customer's explicit decision. Revoked project access or removal of that authorized contact prevents sign-in. Treat the email link like a temporary password: anyone it is forwarded to can use it while valid. Plain copied presentation URLs still require an existing verified session or an email code. Emails already delivered cannot be changed; use a new approval email if a fresh direct-access link is needed. Staff can use Preview Customer View while signed in to their organization; that preview does not approve as the customer. If a secure link cannot be created for the actual email recipient, delivery fails visibly rather than falling back to a different contact's identity or a plain link.
Presentation status lights and Eastern Time
Product cards, the Project Production view and the Product workspace tabs show a compact, clickable presentation status. The Product Presentation section shows the full status beside the presentation: blue means Sent / Awaiting Approval, green means Approved, red means Needs Attention (including requested changes or reminder failures), and gray means Ready to Send. Text labels accompany every color. An open revision or outdated setup never shows a current green approval. Digital artwork, Art Not Required and advanced artwork variations retain their own workflows. Shared activity timestamps, Product presentation sent/approved/upload times, approval PDFs and fulfillment timestamps in invoice emails/PDFs display America/New_York time, labeled EST or EDT as appropriate. Timestamp storage remains UTC. Calendar-only dates retain their entered day. One reminder is due 24 elapsed hours after a successful send and is processed every five minutes. Still-current pending presentations sent before the reminder feature went live are enrolled by the release migration; overdue requests become eligible on the next cron run. Approval, requested changes, superseding and closed/production-locked projects stop reminders. Failed reminder delivery shows Needs Attention; a manual Resend schedules a new reminder.
Artwork & Presentation workspace
Open Product → Artwork & Presentation. Choose or upload artwork, enter decoration specs, position the artwork and set finished dimensions beside the product image. Save & Lock updates the presentation in the same workspace. Unlock withdraws a pending approval before editing. After approval, use Create Revision and give a reason; the approved version remains in history and the revision needs fresh approval before production. The status banner shows Needs Attention, Ready to Send, Awaiting Approval or Approved, with sent/approved timestamps and the approver. Organization Owners and Admins may approve the exact presentation internally with a reason. Locking never sends customer email. Send for Approval and Resend are explicit actions. One email reminder is scheduled 24 hours after each successful send, processed every five minutes. Approval, requested changes, replacement or a closed/production-locked project stops the reminder. Reminder failures are visible; use Resend to retry and schedule a new reminder. Automatic reminder delivery is claimed once per send to prevent duplicates. Existing organization email preferences and customer access checks apply. Finished dimensions are authoritative. Product-photo placement remains an approximate visual projection. Advanced artwork variations retain their dedicated Artwork Approval flow.
Production expectations
Set Estimated Production Time on the Project as a business-day range. New Quotes inherit it. Customer-facing Quotes explain that the production clock begins after final artwork approval and satisfaction of applicable payment terms, and that all production timelines are estimates rather than guarantees. Once both gates are satisfied, Fourth Rein automatically calculates an estimated Projected Completion Window. Rush / Express remains an inquiry only until staff confirms feasibility and added fees.
Shopify connection status
Settings → Payments & Invoicing shows Shopify readiness in plain language. Payments & Orders can remain Ready even when Fulfillment & Tracking is Fourth Rein managed. In that state Fourth Rein still records shipping, pickup, local delivery, signatures, receipts, payment status and customer confirmations; it simply avoids attempting a Shopify write-back that the connection has not been granted. Technical permission names stay out of the normal organization workflow.
Payments, fulfillment, and closeout
Project header and Overview status use the same fulfilled quantities as Fulfillment: some units fulfilled means Partially Fulfilled; all means Fulfilled. Closed, archived and customer/revision blockers keep their own labels. Assigned ready quantities do not count as fulfilled. Pickup badges read Ready for Pickup or Picked Up; local delivery reads Ready for Delivery or Out for Delivery. These labels do not change quantities, payments, notifications or saved workflow stages. Shopify-backed invoices reconcile payment status into Fourth Rein. A fully paid invoice records the payment, shows a zero balance, and sends one Fourth Rein paid-in-full confirmation. Project → Fulfillment supports Shipping, Customer Pickup, and Local Delivery / Dropoff with tracking, saved pickup locations, recipient name, access instructions, completion details, and signature capture. Fourth Rein syncs supported fulfillment/tracking data with linked Shopify orders while keeping richer closeout details in Fourth Rein. Fourth Rein-created Shopify fulfillment suppresses Shopify fulfillment notifications so the Organization remains the customer-facing communication source.
Invoice email and PDF
When an invoice is sent by Email or Email + Text, the customer receives a readable summary in the email body with invoice number, Project reference, amount due, due date, line items, total and payment instructions. A Pay Invoice button appears when a payment URL exists. A PDF copy is attached for the customer's records and contains the same payment destination with a clickable PAY INVOICE ONLINE action. Resending reuses the saved invoice/payment link rather than intentionally creating another Shopify draft order.
Advanced multiple-artwork placement variations
Normal Project Product decoration stays unchanged. For exception jobs where one placement uses different artwork on different units, open Advanced: multiple artwork variations. Add an artwork row and quantity for each variation, use No decoration when some units intentionally skip that placement, and save the roster. Fourth Rein validates the running count, preserves each row after reload, reconciles separately purchased sourcing materials without replacing purchasing history, and uses the same rows for Artwork Approval and the Production Sheet.
Workspace assistant and release identity
Ask Fourth Rein now lives directly below Search your workspace in the main workspace navigation. It no longer floats over Organization pages, sits in the account block, or moves into Product workflow controls. On mobile and tablet it appears directly below workspace search inside the menu. The application footer stays at the bottom of short pages and follows content on long pages. It shows the Fourth Rein release version and, on Vercel deployments, the short deployed Git build identifier for support and troubleshooting.
Passkey-first sign-in
On the Organization login screen, Continue with Passkey is the primary sign-in path. A registered passkey can use Face ID, Touch ID, Windows Hello, a device PIN, password manager, or security key and creates a strong AAL2 session in Fourth Rein. Google and email/password remain under Use another sign-in method and continue to use the saved-device or authenticator security check. Add or remove native passkeys under Settings → Security; account recovery remains available if all authenticators are lost.
Unified Product Builder
Store items follow Product → Variants → Design → Images. In Design Studio, upload or choose saved artwork and drag, resize proportionally or rotate directly on the large blank preview. Same art for all colors is the default. Uncheck it, tap a blank color and choose its alternate logo; Use shared art restores that color's shared placement. Next saves product/variant/placement changes before moving on. Physical print dimensions are entered proportionally in Mockup and are required, with a production master and locked placement, before Ready. Unlocking retains the previous artwork setup as a revision. The store-wide readiness review lists missing requirements; verify blank/options and prices explicitly before publishing. Upload Art accepts SVG, PNG, JPG, WebP and AVIF up to 4 MB. Transparent margins are trimmed automatically; proportions and linked finished dimensions use the visible artwork. Images accepts finished mockups directly and prepares generated mockups from saved color/art combinations. Save item & done saves gallery curation, including an intentionally empty gallery. Blank photos and finished mockups are labeled separately; generated decorated images are the default cover. Missing artwork or required garment photos fails rendering visibly. Project stages and production/approval workflows are unchanged.
Closing and deleting Stores
Close Store is the normal end-of-life action. Closed Stores leave the active workspace but preserve orders, reporting, mappings and history, and they can be reopened. Permanent deletion is only for an accidental/test Store in Draft or Closed status with no protected order or checkout history. Fourth Rein requires the exact Store name before deletion.
Production sourcing and print on demand
Shopify Orders can be marked In-house production or Print on demand at the order level, with an optional line-item override. Print-on-demand items remain visible for fulfillment and tracking but are excluded from blank sourcing, graphics sourcing, What Do I Need to Make, Needs Attention and Purchase Orders. Historical Shopify orders from before the organization activated Fourth Rein production remain visible for reference but do not create current production work.
Resolve Shopify production mappings
Resolve Mapping searches the organization Catalog first and also checks connected vendor catalogs. Search by product, style number or SKU. A connected vendor result can be saved to the organization Catalog from the picker. After choosing the product, select the exact color/size/SKU variant before confirming production artwork.
Formatted Store policies
Organization Settings → Store Policies uses a formatted editor for policy text. Bold, italic, headings, bulleted or numbered lists, and secure HTTPS links are supported. Fourth Rein stores constrained Markdown rather than raw HTML and the storefront renders only supported formatting.
Vendor photos and mockups
Open a Store item → Images → Upload mockup images. Choose multiple finished images at once or drop them into the upload area. PNG, JPG, WebP and AVIF are accepted up to 12 MB each, with up to 30 selected gallery images. Successful uploads save to the item automatically without reloading the builder. Failed files can be retried separately. If uploading succeeds but gallery saving fails, keep the selection and choose Save images instead of uploading again. Choose existing images opens available generated mockups, matching vendor views and safe artwork previews. Search by color or view. Set cover moves an image to the first position; use the arrows to reorder and Remove to hide a selection. Choose Save images or Save item & done after curation. Artwork thumbnails are optional, not forced into a saved gallery. Uploaded finished mockups do not replace the blank garment source, change production artwork or placement, reset rendering, or automatically enter Library or Design Library. For vendor photos, first save the product to Catalog using Save to Catalog & use. The vendor supplying Catalog data does not determine a Project purchasing source. Generated mockups prepare automatically in Images after artwork is saved; uploaded finished mockups do not have to wait for generation. Use Retry mockups after correcting a generation error. Some vendors do not provide every view.
Store-specific Shipping and Pickup
Pickup is configured per Store, not in global Settings. Open Stores → select the Store → Sales & Delivery → Shipping & Pickup. Delivery methods, contacts, instructions and pickup locations apply only to that Store; configure every Store separately for the customers and location it serves. Personal Pickup and Team Pickup are optional and start off. Personal Pickup keeps the street address private before payment while showing the general pickup area. Team Pickup uses the Store contact unless a team campaign supplies its own contact. Shoppers choose Shipping, Personal Pickup or Team Pickup in the bag. Fourth Rein retains the chosen delivery method with the order for tax, fulfillment and production.
Customer checkout and U.S. shipping
Native Store checkout collects First name, Last name, Email for order updates and optional Phone. Shipping customers enter their address and choose one of the 50 U.S. states or DC; pickup customers follow the Store instructions without entering a shipping address. Existing flat/free shipping applies, and payment completes in secure Stripe checkout. Georgia shipping and configured Georgia pickup retain verified Georgia tax. Another state can accept a shipment only when the seller has a current, reviewed decision that no collection is required there and no conflicting active registration. Otherwise checkout asks the shopper to contact the seller before paying. A state selection does not override the seller tax setup. International addresses and additional-state tax calculation are not included. Contact details stay with the Store order; a supplied phone appears beside email in the Store Production Order Queue. Checkout does not automatically create a Customer-directory record.
Approve artwork internally and find its working file
In a custom Product, open Artwork & Proof and review the current Design Proof. Organization Owners and Admins can choose Approve internally when customer sign-off should be waived. Enter a reason, confirm that you approve the complete saved proof on behalf of the organization, then choose Confirm internal approval. Cancel leaves the proof unchanged. The action covers the exact artwork versions, every placement and its finished size, and the saved product details. Fourth Rein checks production files at each finished size before recording the decision. Missing or low-resolution artwork, changed product details, and replaced proofs stop approval. Internal approval does not release production or waive roster, specification, payment or other production requirements. The proof, customer review and PDF say Approved internally. The reason, approver, date and exact proof remain in internal artwork history. Customers are not credited with making this decision. The internal reason and working-file locations are not shown on customer proofs. No customer message is sent by this action. Changing artwork requires a fresh proof and approval; the earlier approval remains in history. Draft artwork location is beside the selected artwork. Enter Kittl, Canva, Illustrator, a Google Drive folder, a local folder path or a link, then Save draft location. This is a reference note: it does not upload, open or synchronize the external file. Each change is recorded with your name and date. A new revision of the same artwork starts with the previous location, which you can update. Duplicate product offers Reuse existing artwork and placement setup (on by default). Each copy gets new working artwork using the same Design Library assets or independently copied source files. Existing approval and placement locks never carry over, and new quantities begin empty unless selected. The source artwork and its draft location stay unchanged. Updating the location does not change artwork approval.
Custom products, artwork placements and history
In a custom Project, use one product entry per design. For 28 garments with 12 different designs, create the first product, then Duplicate product for the other designs. Copies keep the garment and placement setup. Sizes are copied only when you choose that option. Artwork, customer approvals, production locks and order history are not copied. Each entry can reference the same Catalog garment. Sizes and quantities save automatically in the Product workspace. Watch the saving indicator and resolve a conflict before leaving. The total follows the entered sizes when Set Item Quantity to the Size Total is checked. Product types include 1/4-Zip Pullover and Mockneck Sweatshirt. Under Artwork & Proof, each placement has a separate card showing its name, selected artwork thumbnail, print size and status. Open only the placements you need. Choose Upload new artwork or Choose saved artwork inside that placement. Saved artwork is searchable by name or design number with available previews. The two choices retain your selection while you switch between them. Give new artwork a meaningful name. Enter its finished width or height; the other dimension follows the artwork’s proportions. This size belongs to that placement. You can change it using Set finished size for this placement. Artwork is checked at the new size, and changing approved dimensions requires an updated customer proof. Customer proofs are grouped below the placement cards. Completed uploads are saved immediately with the Project and appear in Library → Project Files. Draft work is preserved while approval is pending. Customer approval or recorded internal approval makes the exact approved artwork version available as a reusable design. An Illustrator master stays private; customers receive a separate viewable preview. Fourth Rein reads the PDF content inside compatible AI files. If that content is absent, save a copy in Illustrator with Create PDF Compatible File selected. If preview preparation fails for an already-compatible file, try again or provide a PNG, JPG or PDF preview. An AI file cannot be selected as the customer preview itself. If an upload fails, retrying uses the finished size currently entered in that placement. A preview that finishes after artwork approval cannot replace the approved preview. Digital artwork uploads use the same draft-and-preview flow. Use Artwork history notes to record context against the artwork overall or one version. Each note retains its author and date. Notes are internal and do not change customer approval. Add a new note to correct an earlier one. Notes associated with promoted Project artwork remain visible in its reusable design history. Use + Add placements to add more locations to a product that already has artwork. Existing standard placements say Already added. Choose the new locations, then Add placements. A custom placement needs its own name. The first newly added placement opens after saving. Existing artwork and sizes stay in place. A failed save keeps your selections and shows an explanation. Use Edit placement to correct a location without changing its selected artwork, approved version or finished size. Use Remove placement, then confirm, to stop using that placement. Its artwork file, approval and earlier proofs remain in history. Adding, changing or removing placements requires an updated Design Proof and approval before production. Locked production items cannot be changed.
Several teams in one Store
Use Teams & campaigns to associate each team with its own named fundraiser and link ending. Turn fundraising on for the Store. Add a team name, campaign name, link ending, and optional opening/closing times. Share that team’s link. At checkout the active team is selected and locked. Visitors using the main Store link see Supporting a team? and can choose among active campaigns. A closed, future, or disabled campaign cannot receive new checkout credit. If nobody is chosen, no team contribution is assigned. Each order retains the team and campaign names from checkout even if you rename them later. Individual supporter links remain available. Test orders stay out of fundraising totals.
Choose Store products, images and sale prices
New Store products start with no colors or sizes selected. Choose a Catalog item or use Find a Product to save a vendor/custom item to Catalog. Title and description start with garment details and remain editable. In Variants, select color swatches and the sizes to offer, then Save colors & sizes. Selecting a color turns on its sizes; deselect sizes you do not want. Matching product photos follow the selected colors. In Images, upload finished mockups or choose existing images, set a cover and arrange the gallery. Uploads save automatically; choose Save images after changing the cover, order or selections. A safe artwork preview is an optional gallery choice. Saving no options returns the item to Draft. Clearing every color and size pauses the linked Shopify product before it can be sold again. Checkout checks the currency as well as the displayed price; a mismatch stops checkout for review. Currency fields show dollar amounts; the optional bulk price applies to selected options. Sale pricing is a percentage off regular price, with an end date and optional start date. Set it on one product or apply the same sale to all products. Shoppers see a red On sale through date during an active sale. Variant regular prices are discounted individually. Save and refresh the preview before publishing.
Artwork size and production quality
Artwork proportions stay locked. Enter either print width or height; Fourth Rein calculates the other dimension. For a Store product, upload an image or select saved Design Library artwork, then choose Continue to Position & Size. Artwork attaches before the editor opens. Finished dimensions can be entered there; older designs without stored dimensions use the loaded image proportions. In Stores, product placement applies to all selected colors and sizes. Custom Projects keep a separate finished print size on every placement. For a Project Product Presentation, saved Position & Size is the starting geometry: X/Y position, visual scale and rotation carry into the presentation with the finished production dimensions. Fine-tuning the Product Presentation is visual-only and does not rewrite production placement or dimensions. Production art must provide at least 300 DPI at the finished print size. Fourth Rein checks actual image pixels, including images embedded in a PDF; changing a file’s DPI label does not improve it. Self-contained vector art is checked for supported content. Files that cannot be verified need a supported export. In Design Library, use Check for production for an existing reference or production file. Production downloads and vendor downloads check quality again. Enlarging the approved print size may make an earlier file fail. Original files stay private; public Stores receive separate previews. These checks cover resolution and readable formats, not spelling, colors, registration, embroidery digitizing, or customer approval.
Getting started
Create an organization workspace, choose your project-number prefix, configure customer intake, and invite your internal team.
Saving changes
Routine Project and Product edits save beside the section. If another tab changed the record, copy your intended changes, reload and review before editing again. Customer/portal contact authorization uses an explicit save.
Projects
Projects are the operating record. A project can contain one or many products, sourcing details, artwork, garment specifications, invoices, files, vendor information, and production releases. On desktop, the high-contrast order board gives each saved Project stage a colored lane. Drag a card or use Move to change lanes. Cards keep a stable due-date/project-number order; opening a Project never changes its stage. Recorded approval, production, fulfillment and payment milestones advance the saved stage. Finished production moves to Shipping; after fulfillment, an outstanding invoice keeps the Project in Shipping until its balance reaches zero, then Fourth Rein moves it to Complete.
Customer intake
Each organization can publish a mobile-friendly Start a Project link. Customers can submit contact information, project type, product preferences, quantities, sizes, artwork placement, desired graphic size, headwear details, notes, and reference files without a Fourth Rein login.
Product Presentation delivery
Position & Size is the source visual for Product Presentation. When Position & Size is locked, Fourth Rein records the exact product image used with the saved artwork position, scale, rotation and finished dimensions. Product Presentation reuses that locked visual unchanged and only adds the customer-facing product specifications, approval controls and PDF shell. After a presentation is sent, staff can use Resend Final Approval while it is still awaiting customer action; the same presentation version and secure approval link are reused.
Artwork & garment approvals
Design Proof versions and garment specification versions can be sent through secure customer review links. Customers can approve or request revisions, and Fourth Rein preserves the version and decision history. Verified customers can download organization-branded Design Proof, Artwork Proof and garment presentation PDFs. Garment presentations pair mockup views with the exact source proof’s artwork and recorded style, color, quantity, size breakdown, decoration, location and finished dimensions. Product fit, construction, notes, quantities and artwork are frozen with approval; material changes require reapproval.
Product titles
Product titles may be renamed after Product Presentation approval while the Project and Product remain editable. A title-only change preserves the approved artwork, specifications, quantities and purchasing details. Existing presentation snapshots and PDFs keep their original title as historical approval evidence. Changes to artwork, physical specifications, size, placement or quantities still require Create Revision. Production locks and save-conflict protection still apply. Product titles start with the selected product type and remain ordinary editable fields, including Catalog products. Click the Product title field and type your wording; the Product workspace saves automatically. Catalog selection and later saves preserve custom titles. Product details stay visible without opening an editor. Headwear is the category name throughout internal pick lists, customer reviews and production documents. Older type, style and placement identifiers remain compatible.
Store name / number pricing
On a Store product, add a Name / Text field and/or a Number field under Personalization. Set each field’s upcharge per item, placement and finished dimensions. Leave the upcharge at $0 for free personalization. Only an entered value adds its charge. At most one paid name field and one paid number field are allowed. Shoppers see the updated unit price before adding to the bag. A quantity of two applies the same entered name/number to both pieces; add separate bag lines for different names or numbers. Published item changes synchronize Shopify pricing; resolve any sync error before checkout.
Products & sourcing
Decoration type is required when adding or editing an artwork placement. Existing placements missing a type must be corrected before starting another production run; Production shows the affected placement and a link to Artwork. Art Not Required and digital artwork products are exempt from this production check. Selecting DTF does not mark transfers ordered or received. Track preferred brand/style, product color, purchasing vendor, vendor SKU, source URL, availability/sourcing status, size quantities, decoration type, placements, graphic size, and headwear-specific profile/closure/bill details. For Project products, the Catalog item used for product data or mockup photos is independent from the purchasing source. Use Product actions → Remove Product for working products that are not production-locked and do not have protected approval, shipment, production, deliverable, or approved roster history; linked artwork/files that use detachable references remain preserved.
Customer status
Every project can have a permanent unguessable read-only status link. The customer sees the project number, workflow stage, target date, and customer-relevant product information—never internal notes, sourcing notes, vendor pricing, or private production files.
Stripe confirmed payments
Stripe payments are recorded only after confirmation of payment, including delayed payment success. Payment, invoice allocation and invoice balance are saved together. Partial payments leave the invoice Partially Paid. Repeated events for the same checkout do not create another payment. Currency or project/invoice mismatches require review. Any payment beyond the invoice balance remains unallocated on the Project. This does not generate a new invoice.
Invoices & payments
Build quotes and use Preview Quote for an invoice-style branded document. Preview PDF opens the actual PDF, Download PDF saves it, and Print / Save PDF prints the document. Verified customers have View Quote and Download PDF in their portal. Draft quotes include calculated sales tax in Financials, preview and PDF totals. Resolve any tax review message before sending. Payment Terms describes deposits and due dates. Saved quote snapshots preserve issued prices, tax and terms; previews and downloads do not send or accept quotes. Record invoices, payment links, due dates, payments received, and payment methods. An organization can require a specified amount to be recorded before production release is allowed.
Shopify customer access
An Organization Admin can authorize customer access in Settings → Integrations. Fourth Rein verifies Shopify permissions and the customer API before reporting success. If authorization returns to the same banner, the existing Shopify app's active permission configuration needs attention. The store connection is retained. Customer-data access also depends on Shopify's protected-data approval.
Production
Assign vendors, upload vendor-visible production files, and release a project only after required approvals and payment gates are satisfied. The production release snapshots the exact approved garment specs and vendor-visible files for that run. The imported Shopify merchandise work list separately identifies unmapped orders, preserves confirmed recipes, and excludes canceled, fulfilled, payment-only, and Project-linked demand. A Catalog match without complete artwork instructions or an explicit no-artwork confirmation stays in Needs Attention.
Project communication
Internal notes and customer messages are separate. Internal notes remain inside the organization. Customer messages appear on the customer status page and can follow the configured email-notification path.
Closing inactive work
Close completed, delivered, canceled, or inactive projects without deleting their history. Record a close reason and optional note, then find the original record under Projects → Filters → Closed Projects. Users with permission can reopen the same project when work resumes.
Customer acknowledgments
Customer-supplied items and artwork/reference uploads can require acknowledgments. Fourth Rein stores the accepted policy version, text snapshot, customer identity, acceptance method, and timestamp.
Security & team access
Organization workspace access requires verified device or authenticator protection after the initial sign-in. Device setup depends on platform configuration; use an existing security method once before adding another. Manage sign-in methods in Settings → Security. Team roles and permissions control access to artwork, production, sales, billing, settings, and other workspace functions.
Upload files and reuse images
Every upload shows accepted formats and size limits, with filenames listed separately. Choose from Library reuses an image your account can access where that picker is offered. Catalog photos, organization logos and legacy blank-product image uploads are automatically saved to Library. Finished Store mockups use Images → Upload mockup images instead: they stay associated with that item and do not automatically enter Library or Design Library. Customer and shopper forms remain limited to their own uploads.
Find a Product
Search saved Catalog products and connected S&S Activewear / SanMar vendors together. Saved matches appear first. Matching brand/style results show vendor choices with the vendor name below. Use saved item reuses the existing record; Save to Catalog & use adds a new vendor style once. An exact style number works best for SanMar.
Store completion · v0.15.4
Build products and select variants, then attach artwork when needed. The Images stage accepts your finished mockups directly; generating mockups is optional. Choose Also save to Design Library on an artwork upload when you want to reuse a logo; an unchecked artwork upload stays attached to the Store product. Finished mockup uploads remain merchandising images, not production artwork.
Fundraising contributions are included in item prices. Use the pricing example before saving. Fixed contributions are capped at item revenue after discounts; percentage contributions use that revenue. Tax and shipping are excluded. Copy a team link or create a personal supporter link under Store & supporter links. The shopping bag explains the contribution and lets the shopper choose team or supporter credit.
The fundraising report covers all imported orders and keeps currencies separate. Pending, paid, refunded/reversed and net contributions are different balances. Refunds without enough item detail are held for review. Fourth Rein does not automatically pay beneficiaries. Older carts are marked as legacy records.
Closed Projects searches all authorized history with 50 results per page. Store duplication cleans up a failed copy before it can be mistaken for a finished draft. Original Catalog and Design Library records stay shared; Store configuration and placement links are independent.
Open Notifications → My notification preferences to mute email, push or verified-account SMS by event for yourself. Organization delivery policies still apply. Feedback requests report email failures instead of claiming success.
Stores and shopping
Store Logo: recommended 800 × 800 px square or 1000 × 400 px wide; use a transparent PNG. Store Banner: Uploaded banners fill the entire storefront width in a 4:1 frame, without a text or button overlay. Export 2400 × 600 px and use the banner template beside Store Banner. A 4:1 image displays in full on desktop and mobile; other proportions are center-cropped to fill. Keep important artwork 120 px from the edges and remove template guides before exporting. PNG, JPG, WebP and AVIF are accepted up to 12 MB. The banner links to the collection. Stores without a banner retain the headline and shopping button; ordering deadlines remain visible.
In Store Setup, use Primary color, Accent color, and Secondary color with hex codes such as #B5121B, or choose a swatch. Choose Save colors and refresh Preview Draft. Invalid codes cannot be saved. Blank fields use their displayed defaults; uploading a banner does not set these colors.
Organizations with Stores enabled can choose Performance, Heritage, or Minimal themes and configure their own branding. Customers browse collections, open product details, choose color and size, complete personalization, and review their bag before Shopify checkout. Draft preview keeps checkout disabled.
Inside a Store product, choose Preview as shopper to save the active step and inspect only that item in the real Store presentation. Switch between Desktop and Mobile without opening the full draft Store. Checkout remains disabled. If a vendor swatch is missing, Fourth Rein clips a sample from the garment photo. Catalog managers can choose Adjust color sample, move and zoom the clip, reset it, and save it for reuse across Store surfaces.
Branded store addresses require verified domain and DNS configuration. The customer-action domain setting does not automatically configure a storefront hostname.
Store policies and shopping
Store collections support search, global sorting, size and color filters, selectable color swatches, and mobile filters. Show more products expands the initial 24 products.
With Stores enabled, open Settings → Organization → Store Policies. Add shared policy text or link existing organization policies. Each policy starts enabled. Publishing requires content for every enabled policy or an explicit, saved acknowledgment of opting out. Disabled policy text is kept for reuse.
The footer uses your organization’s Store logo, available social profiles, current copyright year, and shared policies. Policy links open in a new tab to keep the shopping bag available.
Production completion · v0.15.49
After a Product is approved and locked, open Project → Production. Choose Start Production when decoration or manufacturing begins. When the finished goods are complete, record the finished quantity, any rejected/damaged units, and optional production notes, then choose Complete Run. Production Complete means the required finished quantity is Ready for Fulfillment. In-house documents use Production Work Order terminology.
Detailed help
Open Help & Support to read the complete articles available to your role or ask Fourth Rein for guidance.