Tool Guides

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About this Section

Tool guides cover each GoSmarter tool in detail: inventory management, mill certificates, production scheduling, and scrap calculations. Use them to master individual components of the platform.

GoSmarter Tools Covered

GoSmarter provides a suite of AI-powered tools designed specifically for metals manufacturers. Each tool has dedicated documentation covering setup, everyday use, and advanced configuration.

Mill Certificate Reader

Step-by-step guides for uploading, processing, and validating mill certificates. Covers:

Uploading single and batch certificates
Reviewing extracted data and handling exceptions
Linking certificates to stock items and orders
Running compliance checks and generating audit reports
Exporting certificate data to external systems

Inventory Management

Guides for managing stock records, tracking material movements, and maintaining accurate inventory across sites. Covers:

Adding and editing stock items by grade, size, and form
Logging goods-in and goods-out movements
Managing offcuts and tracking remnants as live stock
Setting up reorder alerts and minimum stock thresholds
Running stock reports and reconciling physical counts

Cutting Optimiser

Instructions for generating cutting plans that minimise scrap and use available stock efficiently. Covers:

Entering job requirements and stock constraints
Running the optimiser and reviewing generated plans
Adjusting plans for practical shop-floor constraints
Exporting cut lists to production and the saw operator
Tracking actual versus planned scrap rates

Orders and Despatch

Guides for managing live orders, tracking production progress, and coordinating despatch. Covers:

Creating and managing orders
Linking orders to stock and certificates
Tracking order status through production stages
Generating despatch documentation and delivery notes

Getting the Most from These Guides

Each guide is written for the person doing the task, not an IT administrator. You do not need technical background to follow them. If you are setting up GoSmarter for the first time, start with the Getting Started guides before diving into individual tool guides.

For technical integration questions, see the Implementation Guides. For platform security and compliance, see the Trust Centre.

Inventory Management

Use Inventory Management to view your current stock, add new items, and manage each inventory line from one place.

Scrap Management

Scrap Management helps you log scrap records, monitor changes over time, and keep a clear view of where production waste is building up. The tool is designed for practical day-to-day tracking so you can review trends and decide where process …

Track scrap

The Scrap Logging tool provides a straightforward way to track and manage scrap records in your production environment. This allows you to maintain visibility over scrap output and optimise your production processes based on accurate data.

Digitise your mill certificates / MTRs

Mill certificates and Material Test Reports are quality records attached to incoming material. This guide shows how the Mill Certificates workspace supports upload, extraction, review, and traceability workflows.

Managing Orders

The Orders section is where you create and manage customer orders. Each order can contain multiple line items, and you can reserve specific inventory items against individual line items to ensure stock is not consumed by another order.

Calculating Scrap Rates

The Scrap Rate Calculator helps you model the financial impact of scrap using your own production and pricing figures. Instead of guessing what scrap costs you, you can enter your baseline numbers, set a target scrap ratio, and quickly see what …

The GoSmarter UI

This guide shows you how to use GoSmarter’s user interface (UI) features to work faster with your data across tools.

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About this Section

Tool guides cover each GoSmarter tool in detail: inventory management, mill certificates, production scheduling, and scrap calculations. Use them to master individual components of the platform.

GoSmarter Tools Covered

GoSmarter provides a suite of AI-powered tools designed specifically for metals manufacturers. Each tool has dedicated documentation covering setup, everyday use, and advanced configuration.

Mill Certificate Reader

Step-by-step guides for uploading, processing, and validating mill certificates. Covers:

Uploading single and batch certificates
Reviewing extracted data and handling exceptions
Linking certificates to stock items and orders
Running compliance checks and generating audit reports
Exporting certificate data to external systems

Inventory Management

Guides for managing stock records, tracking material movements, and maintaining accurate inventory across sites. Covers:

Adding and editing stock items by grade, size, and form
Logging goods-in and goods-out movements
Managing offcuts and tracking remnants as live stock
Setting up reorder alerts and minimum stock thresholds
Running stock reports and reconciling physical counts

Cutting Optimiser

Instructions for generating cutting plans that minimise scrap and use available stock efficiently. Covers:

Entering job requirements and stock constraints
Running the optimiser and reviewing generated plans
Adjusting plans for practical shop-floor constraints
Exporting cut lists to production and the saw operator
Tracking actual versus planned scrap rates

Orders and Despatch

Guides for managing live orders, tracking production progress, and coordinating despatch. Covers:

Creating and managing orders
Linking orders to stock and certificates
Tracking order status through production stages
Generating despatch documentation and delivery notes

Getting the Most from These Guides

For technical integration questions, see the Implementation Guides. For platform security and compliance, see the Trust Centre.