Areas
Every space in the platform: what it holds, its views, which products bring it and the parts inside it.
- AISend a request, a purchase order or a question from the one input in the platform and find every thread again.
- QuotesDraft, send and revise a quote, follow it through its statuses and see what the customer sees at the portal link.
- OrdersRaise an order from a won quote, move it through its statuses and switch between the views your products add.
- CustomersKeep one record per customer with its contacts, terms, special prices, context for the AI and, with Commerce, its sign in.
- SuppliersKeep your suppliers, their contacts, their price lists and your requests for quotation in one area.
- CatalogueFind where products, schemas, imports and pricing rules live, and which products bring each view.
- StockRead a balance per item per location, the ledger behind it and the lines under their reorder point.
- ServicingFollow every customer item from registration to return, and find the service models, rules and costing behind it.
- DesignOpen the design workbench, move between its views and find each design module's rates and stock.
- WizardRun a wizard, read its specification and see where it is embedded.
- MachinistFind each machine module's screens and the machines, operators, schedule and costs that span them.
- RouteTake a confirmed order to the door: deliveries, runs, loading, vehicles and couriers.
- InspectMove around the Inspect workbench: the region, your lists, the planner, companies, campaigns, your offering and one company's profile.
- CommerceSee who uses your customer sign in, and run your trade website once one is connected.
- SettingsKnow what each settings section holds and who can open it.
- Scan stationScan a code at a bench or a dock, record what happened to it and sign a device in with its key.