How everything hangs together: customer product flows and influence...

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This document describes the product flows in GoSmarter and the functional capabilities you will want to review. It is written for potential customers, operations teams, quality teams, and commercial stakeholders who want to understand how the product works end to end before adoption.

What This Document Is For

This is not a technical implementation spec. It is a functional design document that explains:

what you can do in the frontend
how the major areas connect together
how inventory, orders, mill certificates, and planning work as a joined-up workflow
what business outcomes the product is designed to support

Influence Map

The influence map shows how your actions in one area affect other parts of the business.

Its purpose is to make the product logic easier to understand for you. Instead of describing screens in isolation, the map shows how actions like updating inventory, approving a mill certificate, or reserving stock influence traceability, audit readiness, planning quality, and customer confidence.

mindmap
  root((GoSmarter))
    Public Visitor
      Explore calculators
      Read product updates
      Learn product fit
      Result
        Confidence to trial
        Faster onboarding
    Signed-in Customer User
      Use dashboard
      Use help and tutorial mode
      Work on the move
      Result
        Faster adoption
        Cleaner task focus
        Better mobile usage
    Operational Data Foundation
      Company details
      Organisations
      Materials and inventory types
      Stock locations
      Order statuses
      Tags and rules
      Result
        Clean master data
        Fewer downstream errors
    Production Planning
      Inventory
      Orders
      Cut planning
      Scrap tracking
      Result
        Better planning quality
        Lower waste
        Improved throughput
    Compliance and Traceability
      Mill certificates
      Certificate approval
      AI output correction
      Inventory to order joins
      Inventory to certificate joins
      Result
        End-to-end traceability
        Stronger audit readiness
        Faster customer assurance responses
    Cross-Workflow Outcomes
      One connected operational view
      Better decisions from linked context
      Higher service reliability
      Stronger customer trust

Customer Roles

Public Visitor

You do not need a login to get a feel for what we do. Without giving even your email address, you can use a number of tools that help make your day easier and show how the platform works.

Signed-in Customer User

A signed-in customer can move from exploring to doing real work. They can use the dashboard, follow guided help, and start managing the day-to-day tasks that keep operations moving.

Operations and Planning User

This is the person who keeps stock, orders, and planning aligned. They use the system to see what is available, reserve the right material, reduce waste, and keep production on track.

Quality and Traceability User

This user cares about proof, not just data entry. They upload and review mill certificates, correct extracted values when needed, and make sure the evidence behind the material is ready for audits and customer questions.

Product Areas

1. Public Product Evaluation

Prospective buyers can use practical calculators and read product updates to understand the value of the platform before committing.

Buyers typically want to see:

calculators for business and production decisions
clear product messaging about traceability and planning
guided help and onboarding content

2. Operational Master Data

This is the operational foundation buyers rely on to keep the rest of the system usable.

Buyers expect to maintain:

company details
organisations and locations
materials and inventory types
order statuses
tags and tag rules

3. Inventory and Order Execution

Buyers use this area to understand what stock is available, reserve stock against an order, and see how execution changes availability.

4. Mill Certificate and Compliance Workflows

Buyers use this area to upload certificates, review extracted information, correct AI output when needed, and confirm approval status for audit purposes.

5. Planning and Waste Reduction

Buyers use cut planning, scrap tracking, and optimisation views to reduce waste and improve material utilisation.

Core Customer Flows

Flow 1: New Buyer Evaluation

flowchart TD
  A[Visitor lands on GoSmarter] --> B[Explores calculators and product updates]
  B --> C[Reviews fit for planning, inventory, and traceability]
  C --> D[Signs in or requests access]
  D --> E[Uses dashboard and guided help]
  E --> F[Starts working with operational data]

Flow 2: Inventory to Order Join-Up

flowchart TD
  A[Receive or inspect stock] --> B[Add or update inventory]
  B --> C[Review available stock]
  C --> D[Select stock for an order]
  D --> E[Reserve stock]
  E --> F[Stock is linked to the order]
  F --> G[Order view shows related inventory]
  G --> H[Customer can trace usage and availability]

Flow 3: Mill Certificate to Inventory Join-Up

flowchart TD
  A[Receive mill certificate] --> B[Upload certificate]
  B --> C[AI extracts certificate data]
  C --> D[User reviews and corrects output if needed]
  D --> E[User approves or marks issues]
  E --> F[Link certificate to inventory]
  F --> G[Inventory shows certificate evidence]
  G --> H[Order and traceability views can reference the same evidence]

Flow 4: Planning and Fulfilment

flowchart TD
  A[Customer demand arrives] --> B[Orders are created or updated]
  B --> C[Available inventory is reviewed]
  C --> D[Stock is reserved against the order]
  D --> E[Cut planning or optimisation is run if needed]
  E --> F[Scrap and waste are tracked]
  F --> G[Results are reviewed and adjusted]
  G --> H[Customer gets a better planned fulfilment outcome]

How The Areas Connect

People don’t usually think in isolated screens. They think in questions:

Which stock can I use for this order?
Which certificate proves this material is compliant?
Which order consumed this inventory?
What changed when stock was reserved?
Can I correct AI-extracted certificate data without losing audit history?

GoSmarter answers those questions by connecting the data across the frontend:

inventory can be linked to mill certificates
order lines can be linked to inventory
certificate status can be reviewed and locked down after approval
tags can help identify stock properties and operational status
planning tools can reuse the same operational data instead of duplicating it

Functional Expectations Buyers Typically Ask About

Traceability

You can see how a piece of stock was received, what certificate supports it, whether it was reserved for an order, and how it moved through the process.

Audit Control

You can expect approved certificate data to be protected, with a clear review path for corrections and issues.

Data Quality

You can expect validation, consistent labels, and clear joins between records so teams can trust what they see.

Ease of Use

You can expect a clean interface, responsive layout, guided help, and mobile-friendly usage for warehouse and shop-floor contexts.

Planning Confidence

You can expect stock visibility, order context, and optimisation results to support better decisions and reduce waste.

Typical Outcomes

The product is intended to help metals manufacturers and distributors:

improve stock utilisation
reserve the right material for the right order
keep certificate evidence attached to the material record
respond faster to quality questions
reduce manual cross-checking between systems
plan cuts and usage with more confidence

Non-Functional Expectations

People often also care about how the product behaves, not only what it does.

Usability

The interface should be understandable without specialist training and should support fast task completion.

Responsiveness

You should be able to use the product on laptop, tablet, and mobile in warehouse and operations settings.

Reliability

You can expect the data you enter or review to remain consistent and recoverable.

Auditability

You can expect important changes, especially around certificates and traceability, to remain explainable.

Assumptions

You are operating in a production or distribution environment where traceability matters.
You want one connected view of inventory, orders, and quality evidence.
You expect practical workflows rather than abstract software features.
You may need both office and mobile use cases.

Summary

GoSmarter is designed as a connected operational system. The value comes from joining the workflow across inventory, orders, mill certificates, planning, and traceability so you can make better decisions with less manual effort.

How everything hangs together: customer product flows and influence map