Fi Quick Rules

CSR training guide. Backend remains the pricing authority; collect the right fields first, then use /api/quote.

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YINK Product Catalog

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CSR Coach Checklist

  • Confirm customer/company context before pricing.
  • Add one service line item from the picker.
  • Use Save as incomplete when the customer has missing details.
  • Select delivery/collection before requesting the backend estimate.
  • Use manual review when production feasibility is uncertain.
  • Remember: backend pricing remains the authority.

CSR Intake Templates

DTF Print + Press

Ask for quantity, garment type, garment colour, garment source, placement, print size, artwork status, due date and delivery/collection.

Embroidery

Ask for quantity, garment type, hat or flat, placement, artwork/logo status, stitch estimate if known, thread colour and repeat/new order.

Screen Printing

Ask for quantity, garment source, placement, artwork size, number of colours and whether it exceeds the 3-colour screen print limit.

Banners / Signs

Ask for width, height, orientation, material, artwork source, finishing, mounting or installation review needs.

Labels / Stickers

Ask for material, finish, size, shape, quantity, number of designs and whether luxury/specialty finishing is needed.

HTV / Laser

Ask what material is being decorated, size, location, quantity, artwork status and whether production suitability needs review.

End-to-End QA Scenario

  • DTF tees: customer, qty, garment, placement, size, artwork, delivery.
  • Embroidery caps: keep hats separate from flats.
  • Screen print bags: confirm colour count; 4+ routes to DTF/manual review.
  • Banner: confirm size, orientation, artwork source and finishing.
  • Training mode: estimate should be simulated, not submitted live.

Quote Flow

  • Confirm customer context first. Do not price before the customer/company is selected.
  • Add one line item per service or placement. Use notes for partial details while waiting on the customer.
  • Delivery is quote-level. Pickup is free; TTPOST is $40 TTD and needs a full address.

APPMA Production

  • Screen printing: maximum 3 colours. 4+ colours should route to DTF.
  • Embroidery: hats and flats are priced separately. Never combine quantities.
  • HTV: specialty use only — stretch, reflective, dye migration, or Core Shield cases.
  • Laser: APPMA jewellery uses the APPMA TTPOST rate, not YINK retail shipping.

Large Format / Labels

  • Banners/signs: confirm dimensions and orientation for rectangular sizes.
  • Banners: artwork source and finishing affect the backend rate path.
  • Labels: specialty finishes, luxury clear, raised/spot-gloss, and unusual cuts may need review.

Business Rules

  • APPMA and Supply Scoot are separate businesses. Mixed quotes may require separate invoices.
  • 50% deposit is required before any job starts.
  • Saturday is pickup only. It is not a production day.