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Advanced Guides

Sections

About this Section

About this Section

Advanced guides cover the full depth of the GoSmarter platform. This section provides detailed manuals and guidance for each tool and how they connect.

What You Will Find Here

Advanced guides go beyond the essentials. They are for users who are already comfortable with the day-to-day platform and want to unlock the full capability of GoSmarter for their operation.

API and Integration Reference

Full technical documentation for GoSmarter’s REST API. Covers authentication, endpoint reference, request and response formats, pagination, error handling, and rate limits. This is the right starting point if you are building a custom integration between GoSmarter and another system in your stack.

For common integration patterns, see the Implementation Guides first.

Power User Workflows

Advanced workflows for teams that have outgrown the standard setup:

  • Multi-site configuration — managing distinct stock pools, certificate repositories, and cutting plans across multiple production sites from a single GoSmarter account
  • Custom report templates — building and saving report configurations for recurring compliance, yield, and inventory reports
  • Batch certificate processing — strategies for high-volume mills that receive hundreds of certificates per week and need efficient triage and processing workflows
  • Role-based access patterns — how to structure user roles for complex organisations where quality, production, and commercial teams have different visibility requirements

Automation and Webhooks

Configure GoSmarter to push data to external systems in real time using webhooks. Covers:

  • Setting up webhook endpoints
  • Event types available (certificate processed, stock updated, order status changed)
  • Payload formats and verification
  • Retry behaviour and error handling
  • Testing webhooks in a staging environment

Bulk Data Operations

Guides for managing large-scale data tasks:

  • Bulk importing historical stock records and certificate archives
  • Mass-updating grade, location, or status across large stock records
  • Exporting complete data sets for audit, migration, or analytics purposes
  • Archiving completed orders and historical certificates without losing traceability

Who These Guides Are For

Advanced guides assume familiarity with the GoSmarter platform. If you are new to GoSmarter, start with the Getting Started guides. For everyday tool use, see the Tool Guides. For questions about security and compliance, see the Trust Centre.

This guide is designed for inventory managers, store personnel, and operations managers responsible for stock control and daily operational data. Learn how to use GoSmarter’s Metals Manager capabilities to track materials, suppliers, and orders …
Read Moreabout Managing Inventory and Daily Operations with GoSmarter

This guide is designed for quality assurance managers, compliance officers, and anyone who handles Mill Test Certificates (MTCs) or material test reports (MTRs). Learn how to use GoSmarter’s Compliant Metals feature with its MillCert Reader AI …
Read Moreabout Digitising Mill Certificates and Ensuring Compliance

This guide is designed for production managers, shop supervisors, and continuous improvement teams focusing on minimising scrap and waste in the manufacturing process. Learn how to use GoSmarter’s Scrap Calculator, Scrap Logger, and Offcut …
Read Moreabout Tracking and Reducing Scrap with GoSmarter

This guide is designed for production planners, scheduling managers, and operations leads who organize the daily or weekly manufacturing schedule - particularly those planning cutting of long products (rebar, beams, pipes, etc.). Learn how to use …
Read Moreabout Generating Optimised Production Plans (Cutting & Scheduling)

This guide explains how to create and manage tags, build tag rules, and apply those rules to inventory so tags stay up to date without manual checking on every item.
Read Moreabout Tags and Tag Rules