The Library is a central place in tex.tracer where you can manage information and documentation related to your products and orderlines.
The Library will continue to grow into a broader feature within the platform. In addition to documents, more functionalities may be added in future phases to help you collect, organise, and access product-related information in one place.
Documents
The first phase of the Library introduces the Documents tab. Here, you can create the different types of documents that you would like to collect from your supply chain partners, such as:
Quality reports
Chemical reports
Fabric-related certificates
Test reports
EUDR documentation
Other product-related documents
Creating document types allows you to prepare your Library and determine which documentation is relevant to your products and orderlines.
Please note that, during this first phase, you can create and manage document types. The functionality to request documents from your partners and view the collected documents by orderline will be introduced in a later phase.
Creating a document type
To create a new document type:
Open Library in the navigation menu.
Go to the Documents tab.
Click Create.
Enter the name of the document type.
Add a template when applicable.
Select the relevant document options and save the document type.
Adding a template can help your partners understand which format or information is required when they receive a document request in the future.
Once created, the document type will be shown in the Document type section of the Library. You can also see who created it and preview the template when one has been added.
Editing a document type
Users with Admin or Editor permissions can edit an existing document type by clicking the edit icon.
You can update the name, template, and document options. Changes will apply to new orderlines and orderlines for which the related request is still pending. Existing completed requests will not be changed.
Archiving a document type
When a document type is no longer needed, users with Admin or Editor permissions can archive it.
Archiving removes the document type from the active list and means it can no longer be selected for new document requests. Existing requests and previously uploaded documents connected to the document type will remain available.
Archived document types can be found under the Archive tab. From here, they can be made active again when needed.
What is coming next?
In the next phase, you will be able to request documents directly from your supply chain partners. These requests and the uploaded documents will be connected to the relevant orderlines.
The Library will provide an overview of the orderlines for which each document has been requested, including information such as the order number, style number, colour, delivery date, partner, brand, and document status.
This will make it easier to follow up on outstanding requests, review uploaded documents, and access product-related documentation from one central place in tex.tracer.
Need more help? You can get in touch with us via chat or contact us via email at [email protected].
