Steps to Verify

1. Find the order in TruSim Admin — it shows ⚠ VERIFY badge
2. Click View to open the order drawer
3. Check the customer's company name and email against Fishbowl
4. Choose the appropriate action:

✓ Found in Fishbowl (Existing Customer)

1. Click "✓ Verified — Existing Customer"
2. Order status changes to Submitted automatically
3. Action buttons appear — you can now approve, move to production, mark shipped
4. Future orders from this customer skip verification automatically

✕ NOT Found in Fishbowl (New Customer)

1. Click "✕ Not Found — Treat as New"
2. System automatically emails the customer with a link to complete their new customer setup form
3. Order status changes to Awaiting Form
4. Wait for the customer to submit the form, then review in Customer Onboarding

Reviewing an Application

1. Open Customer Onboarding from the admin dashboard
2. Click any customer record to open it
3. Review: company info, billing address, payment method, contacts
4. Check the Activity Log at the bottom for full history

Approving a Customer

1. Open the customer record
2. Change status to Approved
3. Click Save
4. Customer receives an approval email automatically
5. If they have pending TruSim orders, those orders automatically move to Submitted

Denying a Customer

1. Change status to Denied and click Save
2. System automatically cancels any pending TruSim orders
3. Customer receives a standard denial email
4. Contact the customer directly if you need to explain the decision

Credit Card

1. Customer selects CC on their form
2. Click Send CC Auth Form button in the record
3. Customer receives CC Authorization Form by email
4. Customer returns completed form to accounting@canwiltextiles.com
5. Once received, approve the account

Wire / ACH

1. Customer selects Wire on their form
2. Click Send Wire Instructions button in the record
3. Customer receives your banking details by email
4. Once payment confirmed, approve the account

NET 30

1. Customer fills out three trade references on their form
2. Reference emails are sent automatically when they submit
3. References reply by email or online form
4. Once references are satisfactory, approve the account

Adding a New Staff Member

1. Dashboard → click 🔑 User Management card
2. Fill in: Name, Email, Department, Role
3. Check the cards they should see: Import · Onboarding · TruSim · Fishbowl
4. Click Save & Send Invite
5. Staff member receives an email with a link to set their password
6. They sign in via Google OR email/password

Editing a Staff Member's Access

1. Find them in the user list
2. Click Edit
3. Change their card access
4. Click Save — updates immediately

Removing a Staff Member

1. Find them in the user list
2. Click Remove
3. They lose access immediately on next page load

Emails You Receive

Configuring Who Gets Order Emails

Go to TruSim Admin → Settings tab to configure:

• Access Request Notifications — who gets notified when someone requests configurator access
• Order Submission Notifications — who gets the order email
• Order Report Recipients — who gets the full order email with direct link to the order

Morning (5 minutes)

1. Check TruSim Admin → Pending Review count in the stats row
2. Check Customer Onboarding → any new applications or form submissions
3. Action anything that came in overnight

When an Order Comes In

1. Check email notification for order summary
2. Open TruSim Admin → find the order
3. If Pending Verification → check Fishbowl → verify or not found
4. If Submitted → review and approve when ready for production

When a New Customer Form Arrives

1. Check email notification (goes to accounting@ + jaya@)
2. Open Customer Onboarding → find the record
3. Review the application
4. Send CC auth form or wire instructions if applicable
5. Approve once payment method is sorted

Order Stuck at Pending Verification

Check that the customer's email on the order matches Fishbowl exactly. If it does and they're a real customer, click Verified.

Customer Didn't Get Their Approval Email

Check accounting@canwiltextiles.com sent folder. Ask customer to check spam. You can trigger a resend from the Customer Onboarding record.

Customer's Yellow Banner Won't Go Away

They have an order in a hold status. Check TruSim Admin for their order — it needs to reach Submitted status. If their onboarding was approved, the banner disappears automatically on their next refresh.

Staff Member Can't See a Card

Go to User Management → Edit their account → make sure the right cards are checked → Save. Takes effect on their next page load.

Escalation Contacts