In this guide, we'll help you collaborate cross-functionally within Backbone. Understanding these tools will help you eliminate duplicative data entry and maintain a single source of truth.
Level 1 - Set up Custom Fields and Dividers for Specific Teams 🗂️
What you will need:
You'll need to lay the groundwork to help teams line up their goals and workflows. This will involve creating organized custom fields with dividers for each team.
Tips and Tricks:
Currency signs such as '$' are best recommended either as a Text Area Custom Fields as or denoting the Currency with the name of the Custom Field.
These can be different between products and components so here's a video on the nuance of Component / BoM Custom Fields
Level 2 - Unlock the Power of Interconnected Reports: Item Views, Line Sheets, and CURs 🔋
What you will need:
This Level calls for some of our more powerful modules, where changes will get pushed out to multiple areas of Backbone.
Tips and Tricks:
Leverage Call to Action Statuses during your Custom Field Creation in Level 1 so that each team can see who needs to do what, and when its ready for the next team
Level 3 - Collaborate with Factories and Vendors 🏭
What you will need:
If you have teams overseas, work different hours, or rarely communicate real time, you might want to master these areas.
Tips and Tricks:
Make sure you give some training to the contacts at your factory as well! Even sending them the FAQs here like FAQ: Help vendors access Shared Folders might go a long way.
Level 4 - Understand Color Variants and Active / Inactive Variants 🎨
What you will need:
It's important to learn some of the terminology of different departments to better communicate. At Backbone we often refer to Color Ways, or variations in colors, as Color Variants.
Tips and Tricks:
Additional Resources 🥳
You can register for a live training to go over important themes when you have multiple teams in Backbone. These trainings can help ease the friction and derive the maximum amount of value from Backbone!
To register, click on the Sign Up button below:
Other Resources and FAQs:
Merchandising
Sales & Marketing