Getting started with GoSmarter

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.

1. Click the Sign In button
2. Enter your email address and password
3. 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.

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

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.

• View Dashboard Guide

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
  • View Inventory Guide
• Orders - Manage customer orders
  • View Orders Guide
• 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
  • View Mill Certificates Guide

Utilities

Additional tools and calculators to help you:

• Scrap Calculator - Estimate scrap percentages
  • View Scrap Calculator Guide
• 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

1. Use filters to find things faster - Instead of scrolling through long lists, use the search and filter options
2. Check your company selection - Make sure you’re viewing the right company’s data
3. 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