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Workflow Scenario

Promotional Merchandise - Sports Club Kit Order

7 steps. Club colours to season-ready kit.

Step by step
1
Enquiry and Brief CaptureLeads

Log the club name, sport, squad sizes, decoration requirements, PMS colour codes, and required delivery date. Note whether this is a new club or a returning customer with existing artwork on file.

2
RFQ and PricingRFQs

Send RFQs to garment suppliers for the specific items, colours, and sizes required. Include a digitizing fee for new club crests and build the quote with full decoration and size-run itemization.

3
Quote Acceptance and Artwork CollectionQuotes

Issue the quote with a validity period. Collect vector artwork for crests and logos, and the confirmed player name and number list. Confirm decoration specification in writing before proceeding.

4
Pre-Production Proof ApprovaleForms

Send the decorator's pre-production proof to the customer and capture written approval via eForms. No production work begins until approval is confirmed and logged.

5
Supplier Purchase OrdersPurchase Orders

Raise separate purchase orders for blank garments and decoration. Track expected completion dates for both against the required delivery date.

6
Goods Receipt, Quality Check, and DispatchWorks Orders

Check decoration quality against the approved proof. Use Works Orders to manage kitting, individual bagging, or split delivery requirements across different club addresses.

7
Delivery Note and InvoiceDelivery Notes

Confirm dispatch in Delivery Notes, raise the invoice, and sync to the accounting system. Store approved artwork and decoration specs in the customer record for the next season's reorder.

What this workflow solves

Sports club kit orders combine multiple decoration methods - embroidered crests, printed names, numbered backs - across dozens of size variations. Coordinating two or three suppliers to hit a single delivery deadline before the season starts is difficult without a single view of all purchase order due dates.

Player name and number lists change right up to order placement, and verbal approvals are common. When changes are made after production begins, the resulting re-run costs are rarely reclaimed from the customer without a clear written approval trail.

Returning club orders are often re-quoted from memory rather than from the previous season's record. Artwork files, decoration specifications, and supplier details get repeated from scratch each year, adding unnecessary time at the start of every new season order.

Frequently asked questions

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