Quick Reference Guide
Table of contents Show Hide
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 |
| Clone one item | Inventory → Find Item → Duplicate |
| Split one item into two | Inventory → Find Item → Split → Update weight and/or quantity → Save |
| Upload many items | Inventory → Upload → Use template → Upload file |
| Edit quantity | Inventory → Find item → Edit → Change quantity → Save |
| Search inventory | Use the filters section at top of inventory table |
| Delete item | Find item → Delete (trash icon) → Confirm |
| Link mill certificate | Edit inventory to add heat code → Save → Upload mill certificate |
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 the filters section at top of orders table |
| Mark order complete | Edit order → Status = Complete → Save |
Mill Certificate Tasks
| Task | Quick Steps |
|---|---|
| Upload certificate | Mill Certificates → Upload Certificate → Select file → Upload |
| Find certificate | Use the filters section at top of mill certificates table |
| View certificate | Click on certificate row → See details and preview |
| Download certificate | Open certificate → Download button |
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:
- Check you're viewing the correct company
- Update inventory after receiving deliveries
- Update order statuses as work progresses
Weekly:
- Review pending orders
- Clean up old completed optimisations
- Verify recent inventory has certificates
Monthly:
- Audit inventory accuracy
- Archive old completed orders
- Review waste percentages for improvement opportunities
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)
Tip
Bookmark this page for quick access to the checklists. You can click the checkboxes to help keep track!