Quick Reference Guide
This page provides quick answers to common tasks. Bookmark this page for fast reference!
Getting Started
| Task | Steps |
|---|
| Log In | Click Sign In → Enter email and password |
| Select Company | Click company dropdown in sidebar → Select your company |
| Navigate | Use left sidebar menu |
| Log Out | Click your name at bottom of sidebar → Sign Out |
Inventory Tasks
| Task | Quick Steps |
|---|
| Add one item | Inventory → + Add Inventory → Fill form → Save |
| Upload many items | Inventory → Upload → Use template → Upload file |
| Edit quantity | Inventory → Find item → Edit → Change quantity → Save |
| Search inventory | Use search box at top of inventory table |
| Delete item | Find item → Delete (trash icon) → Confirm |
| Link mill certificate | Edit inventory → Select certificate in dropdown → Save |
Order Tasks
| Task | Quick Steps |
|---|
| Create order | Orders → + Add Order → Fill details → Save |
| Upload multiple orders | Orders → Upload → Use template → Upload file |
| Update order | Orders → Find order → Edit → Change info → Save |
| Change order status | Edit order → Change Status dropdown → Save |
| Find order | Use search box or Filter button |
| Mark order complete | Edit order → Status = Complete → Save |
Cutting Long Products Tasks
| Task | Quick Steps |
|---|
| Create cutting plan | Cut long products → New optimisation → Select inventory and orders → Run |
| View results | Click on optimisation name → See cutting patterns |
| Download plan | Open optimisation → Download → Choose PDF or Excel |
| Compare plans | Run multiple optimisations → Compare waste % |
| Delete old plan | Find optimisation → Delete (trash icon) → Confirm |
Mill Certificate Tasks
| Task | Quick Steps |
|---|
| Upload certificate | Mill Certificates → Upload Certificate → Fill form → Select file → Upload |
| Find certificate | Search by certificate number, heat number, or grade |
| View certificate | Click on certificate row → See details and preview |
| Download certificate | Open certificate → Download button |
| Link to inventory | Add/Edit inventory → Select certificate in dropdown |
Scrap Calculator Tasks
| Task | Quick Steps |
|---|
| Calculate basic scrap rate | Scrap Calculator → Enter bar length and piece length → Calculate |
| Add saw blade width | Enter allowance (usually 5-10mm) |
| Try multiple lengths | Add Another Length → Enter different pieces → Calculate |
| Compare options | Run calculator with different bar or piece lengths |
Searching and Filtering
| Feature | How to Use |
|---|
| Search box | Type part of what you’re looking for (updates as you type) |
| Filters | Click Filter button → Select criteria → Apply |
| Sort | Click column header to sort by that column |
| Clear filters | Click Clear or X to see all items again |
File Operations
| Task | What to Do |
|---|
| Download results | Click Download button → Choose format (PDF/Excel) |
| Upload template | Click Upload → Download template link → Fill it → Upload |
| View uploaded files | Click on item to see details and preview |
| Accepted formats | PDF, Excel (.xlsx), Images (JPG, PNG) |
Common Keyboard Shortcuts
| Shortcut | Action |
|---|
| Click sidebar items | Navigate to different sections |
| Tab | Move to next field in forms |
| Enter | Submit form or search |
| Esc | Close dialogs |
| Ctrl+F (Windows) / Cmd+F (Mac) | Find text on page |
Status Indicators
Order Status
- Pending - Not started
- In Progress - Currently working on it
- Complete - Finished
Optimisation Status
- Running - Calculating patterns
- Complete - Ready to view
- Failed - Error occurred (try again)
Certificate Status
- Uploaded - File stored in system
- Verified - Checked for accuracy
- Linked - Connected to inventory
Best Practices Checklist
Daily:
Weekly:
Monthly:
Quick Troubleshooting
| Problem | Try This |
|---|
| Can’t see any data | Check company selector - is correct company selected? |
| Changes not saving | Check for error messages, ensure required fields filled |
| Can’t find an item | Clear all filters and search again |
| Page won’t load | Refresh browser (F5) or log out and back in |
| Upload failed | Check file format and size, try again |
Getting Help
Need assistance?
- Check the full documentation
- Review the Troubleshooting Guide
- Contact your system administrator
- Watch video tutorials (links in each section guide)
Print this page and keep it near your computer for quick reference!