Getting Started With GoSmarter
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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
- Store and find steel mill certificates for quality compliance
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.
- Click the Sign In button
- Enter your email address and password
- 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.
If Your Account is Not Associated With a Company
After logging in, if your account is not associated with a company, you can still access our free tools or request a demo from the Dashboard.
Once your account is linked to a company workspace, you’ll have access to the full set of tools and features available to your organisation.
The Dashboard
After logging in, you’ll land on the Dashboard. From here, you can quickly jump to any tools and operations in the app. Tutorial Mode is on by default, offering useful tips throughout all tools to help you get up to speed.
Tutorial Mode
Your User Account
Click your name in the bottom left corner to access your user account menu. From here you can access your User 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. The Company Settings page lets you manage key details about your company and what services it has access to.
The Certificate Settings section lets you define what information and logo appear on certificates and other document outputs your company generates. The Email Domains section lets you define one or more email domains associated with your company — GoSmarter uses these to automatically link new users to your company workspace.
Scroll down the Company page to the Feature Access tables to view and manage what tools and features your company has access to.
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. For more on how to use data tables and other UI elements in GoSmarter, see the GoSmarter UI guide.
You’re now set up and ready to start using GoSmarter’s tools. Check out the guides below to continue.