Getting started with GoSmarter
Table of Contents
Welcome to GoSmarter docs! This guide will help you get the most out of the system for supporting your metals manufacturing processes.
New Customer?
If you’re new to GoSmarter, check out our comprehensive Customer Onboarding Guide which includes a complete first-week action plan, setup instructions, and training materials.
What is GoSmarter?
GoSmarter is a tool that helps you manage your metals production and fabrication more efficiently. It helps you:
- Keep track of your metals inventory
- Manage customer orders
- Plan how to cut long products to reduce waste
- Store and find steel mill certificates for quality compliance
Getting Started
Logging In
When you first open GoSmarter, you’ll see a login screen.
- Click the Sign In button
- Enter your email address and password
- You’ll be taken to the Dashboard
Selecting Your Company
After logging in, you’ll need to select which company location you’re working with if you’re part of multiple companies.
- Look at the left sidebar
- Click on the company name dropdown at the top
- Select your company from the list
- All your data will now show for that company
Selecting Your Company
You only need to select your company once. The system will remember your choice next time you log in.
Main Sections
GoSmarter is organised into clear sections. Use the menu on the left side to navigate:
Dashboard
Your starting point.
Company core data
Manage your company’s key information:
- Materials - Define steel grades and types
- Types - Set up product types (bars, plates, etc.)
- Stock Locations - Manage warehouses and storage areas
- Organisations - Store customers, suppliers, and partners
- Company - Update your company details
Production Planning
Handy capabilities you need to plan and manage your metals business:
- Inventory - Track all your stock
- Orders - Manage customer orders
- Cut Long Products - Plan how to cut long products efficiently
- Scrap - Track scrap in your business
Compliant Metals
Quality documentation and traceability:
- Mill Certificates - Store and search quality certificates
Utilities
Additional tools and calculators to help you:
- Scrap Calculator - Estimate scrap percentages
- Emissions Calculator - Calculate carbon emissions
- Business Case Calculator - Evaluate cost savings
Common Tasks
Quick Links to Common Tasks
- How do I add new steel bars to inventory?
- How do I create a new customer order?
- How do I find a mill certificate?
Getting Help
Icons and Buttons
Throughout the system, you’ll see these common buttons:
- + Add or + New - Create something new
- Edit (pencil icon) - Change existing information
- Delete (trash icon) - Remove something
- Download (download icon) - Save information to your computer
- Search (magnifying glass) - Find specific items
- Filter (funnel icon) - Narrow down what you see
Tips for Success
- Use filters to find things faster - Instead of scrolling through long lists, use the search and filter options
- Check your company selection - Make sure you’re viewing the right company’s data
- Download important results - Save cutting plans and reports to your computer for record-keeping
Contact Support
If you need help or something isn’t working:
- Contact your system administrator
- Report any errors you see on screen
- Keep note of what you were trying to do when the problem occurred
Next Steps
Ready to dive in? Start with these guides:
- Customer Onboarding Guide - Comprehensive onboarding with first week action plan
- Dashboard Overview - Understand your starting point
- Inventory Management - Learn to track your steel
- Order Management - Start managing customer orders