Getting Started With GoSmarter

Welcome to GoSmarter — the AI-assisted optimisation and management tool for the metals industry. This guide walks you through logging in, getting set up, and preparing your core data so you’re ready to start.

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

Before you can use the app, you’ll need to create an account or log in. If you’re just giving it a go, you’ll need to register. If you’ve been given access by your employer, you can sign in directly.

GoSmarter uses Microsoft’s login tool. If you’ve previously signed in, click your email address to sign in again, or click Use another account to use a different one.

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

After entering your email, you’ll be asked whether you’d like to stay signed in. This is optional, but it makes future logins faster by remembering your details.

The Dashboard

After logging in, you’ll land on the Dashboard. From here, you can jump to any tool or operation in the app.

Tutorial Mode is on by default. It offers useful tips throughout all tools to help you get up to speed quickly.

Your User Account

Click your name in the bottom left corner to access your user account menu. From here you can access your profile, return to the Dashboard, activate or deactivate Tutorial Mode, and log out.

On your User Profile, you can change your display name. To change your email address, contact your administrator.

Company Settings

In the left menu, expand Company core data and click Company to access your company information.

On the Company page, you can view your company’s details, switch between connected companies if you’re part of more than one, and see which tools your company has access to.

Scroll down the Company page to view and manage your active tools and features.

You can also switch between connected companies using the Company toggle in the top left corner of the screen.

Organisations

Still under Company core data, click Organisations to access the Organisations page.

From here, you can view a list of all organisations your company is connected to — including customers, suppliers, service providers, and more.

Setting Up Core Data

To manage inventory, you first need a database of materials, inventory types, and stock locations. GoSmarter comes with a built-in list, but you can also create your own.

The Materials, Inventory Types, and Stock Locations pages each give you several ways to populate their databases:

• Build them line by line using a form
• Upload a CSV (a downloadable template is provided, ready to open in Excel)
• Use Starter Lists to create editable copies of GoSmarter’s built-in data — the quickest option if you want to start from a sensible default and modify from there

Once a list has been created, you’ll find a data table on each page showing all your records.

You’re now set up and ready to start using GoSmarter’s tools. Check out the guides below to continue.