ThreadCloud SOPs

For the ThreadCloud team only

ThreadCloud SOPs

Custom orders

Custom orders are one-off special orders: a made-to-measure suit, a special-order jacket, anything you buy for a single customer. You start from the supplier’s confirmation, review the details, send the customer a deposit, and receive the item when it lands.

Last verified against the app: 2026-07-10
This screen is labelled Custom orders in the app (it used to be called MTM). If a button name here doesn’t match, the app changed and this page is stale — tell the team.

Quick path

  1. New custom order — drop in the supplier confirmation, or enter it by hand.
  2. Review — check the customer, the item details, and the price.
  3. Create draft — sends the customer a Shopify draft order for the deposit.
  4. Mark received when it arrives, and enter the final cost.
  5. Fit the customer when they come in.

Start a custom order

From the sidebar, open Custom orders and click New custom order. Two ways in:

  • Drop in the supplier confirmation — a PDF, image, or text file (up to 25 MB). The AI reads it and pulls out the customer, the supplier and reference, the items and options, the price, and any measurements it can see. This is the fast path when the brand sent you a confirmation.
  • Enter manually — click this for a phoned-in order. It skips the upload and gives you a blank order to fill in.

Either way you land on the Review screen with whatever was found pre-filled.

One customer, several garments, several confirmations
If a customer’s order came as more than one supplier confirmation (say, a jacket from one maker and trousers from another), drop all the files in at once — the upload zone takes multiple files. ThreadCloud reads each one and merges them into a single order: the customer and pricing details come from whichever file has them, and every garment from every file lands on the one order. One unreadable file in the batch doesn’t block the rest — you’ll just need to fill that garment in by hand on Review.

The Review / Sent / Fit tabs

Three tabs track where the order is:

  • 02 Review — check and complete the details
  • 03 Sent — sent to the supplier, waiting for the item
  • 04 Fit — fit notes after the customer picks up

(Upload is step 01 and happens before the tabs.)

02 Review — check the details

Everything on this screen saves on its own as you go (no Save button). Work top to bottom:

  • Customer — type a name, or search your Shopify customers and link the right one. If they’re new, create them here. If they’ve ordered before, you’ll see their past custom-order count.
  • Supplier — pick the brand and enter the supplier’s reference number. Add an estimated delivery date.
  • Measurements — toggle IN or CM at the top. Only the measurements that matter for the item type show. If the customer is linked and has been measured before, their fit profile appears on the right so you can compare.
  • Items — one card per garment or product. Pick the type, fabric, and options (lapel, vents, lining, and so on), enter the unit cost and the retail price, and note any adjustments. Click Add garment for more. Custom orders aren’t limited to tailoring — accessories, ties, and scarves work too.
  • Pricing — set the currency, and an optional deposit in your store currency.

The fit profile saves you re-measuring
When a customer is linked, ThreadCloud snapshots their measurements onto the order. Next time, their profile pre-fills, and over time it learns their adjustments (e.g. always shorten the sleeve a touch).

Combine garments into one priced Suit or Set

An order with more than one garment doesn’t have to price each one separately. Tick the checkbox on two or more garment cards and a “Combine N — bill as one” pill appears; tap it to group them under a single cost and retail price (or tap All one item to group everything on the order in one go). ThreadCloud names the group for you: a jacket-family top plus trousers becomes a Suit; any other combination (a shirt and tie, or two shirts) becomes a Set.

A grouped block shows one cost/retail pair and an Ungroup button — ungrouping restores each garment’s own price, nothing is lost. An order can hold several groups at once (Suit 1, Suit 2, a standalone Set) alongside ungrouped garments; each group pushes to Shopify as its own product. Every group and every standalone item needs a price before Create draft unlocks.

Create the draft (take the deposit)

When the details are right, click Create draft. ThreadCloud creates a Shopify draft order for the customer with the deposit amount, and moves the order to Sent. Send the draft-order link to the customer for payment.

Always take the deposit
Custom orders are non-returnable. The deposit is the customer’s commitment before you commit to the supplier. Walk the customer through the spec before you create the draft — once it’s with the supplier, changes are expensive or impossible.

Receive on arrival

When the item lands, open the order (it’s on the Sent tab) and click Mark received. Enter the final cost per item and any receiving notes, then save. You can print the receiving document (units and cost per item) for your records. Use Edit receipt if you need to correct the cost later.

On the sales floor (POS)

The Custom Orders tile in POS lists every order that’s sent, received, or fitted, has a linked Shopify customer, and hasn’t been paid on POS yet. Each row shows the customer, the garments, the status, the deposit already on file, the ETA, and the total price (once every garment on the order has a price set). Tap a row to load its items — and the linked customer — straight into the cart for checkout.

If loading a row fails
You’ll get a clear error toast and stay on the list — it won’t silently drop you back out. Nothing is added to the cart until you see the “Loaded” confirmation.

Fit notes

The Fit tab is where post-pickup fit notes will live — observed alterations that feed back into the customer’s fit profile.

Not live yet
Fit notes are still being built. For now, keep alteration notes on the order’s receiving notes or the customer’s record, and we’ll migrate them when the Fit tab ships.

If it goes wrong

  • The upload didn’t read the confirmation well — that’s fine. Fix the fields on Review, or start over with Enter manually.
  • Create draft is greyed out — every item needs a type set. Fill in any blank item type.
  • Anything else — see If something breaks.

Next steps