The product tour
Take the guided tour of the platform, pick up where you left it, and replay it whenever you need a reminder.
The first time you sign in, a guided tour walks the platform. It is not a slideshow: each stop navigates to the real screen it is describing, opens the right tab and highlights the actual control, so what you are being shown is the product rather than a picture of it.
It is cut to what you said you do
The trade question in onboarding decides the route. The trade you picked gets its full chapter; anything else you selected gets one glance rather than a chapter of its own; everything you did not select is left out. A profile cutting business sees around six stops. Someone whose work touches everything still stays under fourteen.
| What you said you do | Where the tour spends its time |
|---|---|
| Distribution and stock | Importing the catalogue, the product grid, quotes, orders, the customer book |
| Fabrication and made to order | The quote pipeline, building a quote by hand, the customer book |
| Custom products | The design workbench and driving a configurator from the composer |
| Profile cutting and plasma | The Machinist presets and the machine screens |
| Trade counter and online sales | The catalogue, the product grid and the Commerce consultation |
| Servicing and refurbishment | The work list on the Services page, then the services you offer and the item registry |
The order matters as much as the content. A sales-led tour walks its chapter first and closes on search and the composer, because for that trade the road to a first real request runs straight through them. Every other trade sees the glances first and its own chapter last, so the tour finishes standing in the area you actually came for rather than stranding you somewhere generic.
Tailoring the tour never limits the product. Every module stays available to every organisation whatever you answered, and the tour says so on its first card.
Moving through it
- The buttons, or the arrow keys.
- Esc, the close control or a click on the backdrop parks the tour where it stands.
- Skip the tour ends it deliberately, and it will not reopen by itself.
Parking and ending are treated differently on purpose. If you park at the fourth stop, the tour reopens at the fourth stop next time. If you skip it, it stays gone. Progress is kept in your browser, so it is per device and needs no round trip to remember where you were.
Accessibility and edge cases
The tour respects a reduced-motion preference by dropping the animation between stops. A stop whose target is not on screen, because the sidebar is hidden on a narrow window or because your role does not have the button it wants to point at, is skipped in silence rather than left highlighting nothing. The popover is a labelled dialog, and every control in it is reachable from the keyboard.
Replaying it
Open the help menu and start the tour again at any time, from any screen. It is worth doing after you have imported a catalogue or sent a first request, because several stops read differently once there is something real on the screen behind them.