Customising GoSmarter and Advanced Tips

This guide is designed for system administrators, power users, and anyone who wants to configure GoSmarter to fit their organisation’s specific needs and leverage advanced features. Learn how to customise settings, manage users, use advanced tools, and get the most out of GoSmarter beyond the basic process guides.

Overview

Why Customise GoSmarter?

While GoSmarter works well out-of-the-box, customisation allows you to:

Align with your workflows - Adapt the system to how your organisation operates
Improve user experience - Configure what each team sees and can do
Unlock advanced value - Use features like APIs and calculation tools
Maximise ROI - Get more value by fully utilising all capabilities

GoSmarter is built to be flexible. This guide helps you “make GoSmarter your own.”

What You’ll Learn

This guide covers:

User management and permissions
Custom fields and data organisation
Integration and API usage
Free calculation tools (Shape Code, Emissions, etc.)
Staying updated with new features
Advanced tips and power user techniques

For Administrators
If you’re responsible for managing GoSmarter for your organisation, this guide will help you configure it optimally and support your users effectively.

User Management & Permissions

Currently users must be reviewed and assigned by GoSmarter support. Please contact support to manage users.

Once people are allocated to the organisation they can perform day-to-day activities within the application.

Billing and subscription management is handled separately via the GoSmarter sales team.

Integration & API Usage

Why Integrate GoSmarter?

GoSmarter may be one of several systems in your IT ecosystem. Integration allows:

Data sync - Keep GoSmarter data aligned with ERP, accounting, etc.
Automated workflows - Trigger actions in other systems based on GoSmarter events
Custom reporting - Pull GoSmarter data into business intelligence tools like Power BI
Extended functionality - Build custom applications on top of GoSmarter

API Overview

GoSmarter provides a RESTful API for programmatic access:

Read data - Fetch inventory, orders, certificates, scrap logs, etc.
Write data - Create or update records from external systems
Real-time sync - Keep data current between systems
Custom integrations - Build exactly what you need

Technical Audience
API usage requires programming/scripting knowledge. If you’re not technical, work with your IT team or contact GoSmarter support for integration assistance.

Getting Started with the API

1. API Documentation:

Access docs at api-docs.gosmarter.ai
Review authentication, endpoints, request/response formats
Documentation includes:
- Available endpoints (URLs for different data types)
- Request formats (how to query data)
- Response formats (what you’ll get back)
- Authentication methods (how to use your API key)
- Example code (Python, JavaScript, curl, etc.)

Common Integration Use Cases

1. Sync with ERP System:

Automatically import new purchase orders from ERP into GoSmarter Orders
Export production completion data from GoSmarter back to ERP for invoicing
Keep inventory levels synchronized

2. Power BI Dashboards:

Daily automated pull of scrap data into Power BI
Create executive dashboards showing scrap trends, production efficiency, etc.
Combine GoSmarter data with financial data for comprehensive business intelligence

3. Automated Alerts:

Script checks GoSmarter API for low stock levels every hour
Sends email or SMS alerts to purchasing team when stock is low
More responsive than waiting for users to check the system

4. Custom Mobile App:

Build a simple mobile app for shop floor operators
Uses GoSmarter API to display today’s production plan
Allows operators to log scrap completion directly from phones/tablets

Start Simple
Begin with read-only integrations (pulling data for reports) before attempting complex read-write sync. This minimizes risk while you learn the API.

Utilising Free Tools

GoSmarter provides several free calculation tools that add value even beyond the core platform:

Emissions Calculator

Quantify the carbon footprint of your steel usage:

Navigate to Tools → Emissions Calculator
Enter parameters:
- Material type (different steel grades have different footprints)
- Quantity (weight in kg/tons or number of pieces with dimensions)
- Production method (if known - virgin steel vs. recycled content)
Click Calculate
View estimated CO2 equivalent emissions

Use Cases:

Sustainability Reporting:

Calculate total emissions from monthly/annual steel use
Track progress on carbon reduction goals
Report for ESG (Environmental, Social, Governance) compliance

Supplier Comparison:

Compare carbon footprint of steel from different suppliers
Factor environmental impact into purchasing decisions

Customer Communication:

Provide customers with carbon footprint data for their projects
Support customers’ own sustainability reporting

Scrap Reduction Benefits:

Quantify environmental benefit of reducing scrap
Example: Reducing scrap by 10 tons/year = ~20 tons CO2 saved
Makes the business case for efficiency investments even stronger

Environmental Value
Use the Emissions Calculator alongside scrap tracking to demonstrate both financial and environmental benefits of GoSmarter. This supports sustainability initiatives and can be a differentiator in customer communications.

How to Access Free Tools

As a GoSmarter Customer:

Tools are integrated in the main menu: Utilities section

As a Non-Customer:

Visit the GoSmarter app
Access calculators without login
Results are not saved
Great for trying GoSmarter before committing

Staying Updated with New Features

GoSmarter is continuously evolving. New features and improvements are released regularly.

How to Stay Informed

You can subscribe to release notes at change.gosmarter.ai/ or check the What’s new section in the application.

Proactive Feature Adoption

Make it a practice to:

Monthly review - Spend 15 minutes reading latest release notes
Identify relevance - Which new features apply to your operation?
Test new features - Try them on non-critical data first
Train users - Share relevant updates with your team
Provide feedback - Let GoSmarter know what works and what could be better

This ensures you’re continuously getting more value from the platform, not just using the same features year after year.

Advanced Tips & Tricks

Power User Techniques

1. Bulk Operations:

For repetitive tasks, use bulk edit/update features
Example: Select multiple inventory items and update their location at once
Much faster than editing individually

2. Save Filters and Views:

Bookmark frequently-used filter combinations
Example: “My urgent orders”, “Low stock items”, “Pending certificates”

3. Data Export/Import:

Use CSV export/import for bulk data operations
Example: Export inventory, make bulk changes in Excel, re-import
Faster than web forms for large datasets
Be cautious: verify data before import to avoid errors

4. Multi-Tab Workflow:

Open GoSmarter in multiple browser tabs
View reference data in one tab while entering new data in another
Example: Have production plan in one tab, inventory in another, update both in parallel

Admin Efficiency Tips

1. Regular Data Quality Audits:

Monthly: Run data quality reports (duplicates, missing data, etc.)
Quarterly: Review and clean up old, inactive records
Maintain high data quality for better system performance and user experience

2. User Training Schedule:

New user onboarding: Show them their role-specific features only (avoid overwhelming)
Quarterly refresher: Share new features, best practices
Just-in-time training: When a new feature launches, train relevant users immediately

3. Backup and Recovery Plan:

Understand GoSmarter’s backup procedures (ask support if unclear)
Know how to request data restoration if needed
Document your customisations (custom fields, roles, etc.) so they can be recreated if necessary

4. Performance Monitoring:

Watch for slow performance or errors
Report issues to support promptly
Keep track of system usage patterns (e.g., peak times) for planning

5. Change Management:

When making significant configuration changes, communicate to users beforehand
Test changes in non-production environment if possible
Have a rollback plan if a change causes issues

FAQ / Troubleshooting

Common Questions

Q: Can GoSmarter do [specific feature]?

Check documentation or see the in-app Help guides
If not found, contact support with your specific use case
GoSmarter is actively developed; even if a feature doesn’t exist, it might be planned

Q: How do I request a new feature?

Go to What’s new and navigate to the feedback section
Describe your need and use case
GoSmarter works closely with manufacturers; customer input heavily influences roadmap
You may be contacted for more details or to participate in beta testing

Q: What if my company’s process is slightly different from GoSmarter’s default workflow?

A: Two approaches:

Adapt GoSmarter: Use custom fields, tags, and configuration to bend the tool to your process
Adapt your process: Sometimes the “GoSmarter way” may actually be a best practice; consider if adjusting your process makes sense

Often a hybrid approach works best. Contact support for guidance specific to your situation.

Q: Can I access GoSmarter from multiple locations/devices?

A: Yes:

Cloud-based, accessible from anywhere with internet
Use on desktop, laptop, tablet, mobile
Login from office, shop floor, home office, etc.
Data is synchronised in real-time

Q: What if we have multiple plants/locations?

GoSmarter supports multi-location organisations
Can separate data by location or consolidate - depends on your preference
Contact support to configure for your structure

Q: Is multi-language support available?

This is planned for future releases

Q: How do I measure the ROI of GoSmarter for our organisation?

A: Track:

Time savings: Hours saved on manual tasks (planning, certificate searching, etc.)
Material savings: Scrap reduction value
Error reduction: Fewer mistakes, rework, customer complaints
Compliance benefits: Faster audits, avoided penalties

Quantify before and after using GoSmarter to calculate ROI. GoSmarter support can help with ROI analysis.

Making GoSmarter Your Own: Summary

Key Takeaways

Customisation - Use custom fields and tags to fit GoSmarter to your specific needs
Integration - Leverage APIs to connect GoSmarter with your broader IT ecosystem
Free Tools - Use Shape Code, Weight, and Emissions calculators for added value
Stay Current - Regularly review new features and adopt those that benefit you
Power User Practices - Employ advanced techniques to maximise efficiency

By investing time in customisation and learning advanced features, you’ll get far more value from GoSmarter than just using it “as is.”

Next Steps

To make GoSmarter truly your own:

Audit your current setup - Review users, permissions, custom fields
Identify gaps - What’s missing that would make GoSmarter more useful?
Prioritise customisations - Start with highest-impact changes
Implement gradually - Don’t overwhelm users with too many changes at once
Gather feedback - Ask users what would improve their experience
Iterate - Continuous improvement applies to system configuration too

Additional Resources

Managing Inventory and Daily Operations - Core inventory features
Digitising Mill Certificates - Certificate management
Tracking and Reducing Scrap - Scrap management
Optimised Production Plans - Production planning
Getting Started - Basic GoSmarter navigation
Troubleshooting - Solutions to common issues

Your Platform, Your Way
GoSmarter provides the tools; you configure it to fit your unique operation. Take advantage of customisation options to maximise efficiency, improve user adoption, and drive better business results.