GoSmarter User Guide

Welcome to GoSmarter docs! This guide will help you get the most out of the system for supporting your metals manufacturing processes.

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.

[SCREENSHOT: Login page]

1. Click the Sign In button
2. Enter your email address and password
3. You’ll be taken to the Dashboard

Video Script: “Welcome to GoSmarter. To get started, click the Sign In button. If you were invited to the app, you can use your Microsoft 365 work email and password, otherwise use the email and password you signed up with. Once you’ve logged in successfully, you’ll see the main dashboard where you can access all the features.”

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.

[SCREENSHOT: Company selector dropdown in the sidebar]

1. Look at the left sidebar
2. Click on the company name dropdown at the top
3. Select your company from the list
4. All your data will now show for that company

Tip: You only need to select your company once. The system will remember your choice next time you log in.

Main Sections

GoSmarter is organized into clear sections. Use the menu on the left side to navigate:

Dashboard

Your starting point. See a summary of what’s happening across your operation.

• View Dashboard Guide

Production Planning

Everything you need to plan and manage your steel production:

• Inventory - Track all your stock
  • View Inventory Guide
• Orders - Manage customer orders
  • View Orders Guide
• Cut Long Products - Plan how to cut long products efficiently
  • View Cutting Guide
• Scrap Rate Calculator - Calculate waste percentages
  • View Calculator Guide

Compliant Steel

Quality documentation and traceability:

• Mill Certificates - Store and search quality certificates
  • View Mill Certificates Guide

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 plan a cutting job?
• How do I find a mill certificate?
• How do I download results?

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

1. Save your work regularly - Most actions save automatically, but double-check before moving to a new page
2. Use filters to find things faster - Instead of scrolling through long lists, use the search and filter options
3. Check your company selection - Make sure you’re viewing the right company’s data
4. 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

Video Tutorials

[PLACEHOLDER: Links to video tutorials for each section]

• Introduction to GoSmarter (5 minutes)
• Managing Your Inventory (8 minutes)
• Creating and Managing Orders (10 minutes)
• Planning Efficient Cuts (12 minutes)
• Working with Mill Certificates (7 minutes)

Next Steps

Ready to dive in? Start with these guides:

1. Dashboard Overview - Understand your starting point
2. Inventory Management - Learn to track your steel
3. Order Management - Start managing customer orders
4. Cutting Optimization - Reduce waste and save money

Last updated: October 2025