Products, areas and parts
Tell a product from an area and a part, know what you install inside a product and where each one shows up.
Updated 23 September 2026
On this page
- Why
- One vocabulary makes every screen, every doc and every conversation with us mean the same thing.
- What
- Products are what you switch on, areas are where you work and parts repeat across areas; and some products take a design module, wizard module, machine module or service model you install.
- How
- Switch products on in Settings then Products; the areas, views and parts follow on their own.
Products
What a workspace switches on by need, never by plan, in Settings then Products.
| Product | Element | What it does |
|---|---|---|
| Sales Engineer | Sales | Sales Engineer answers the technical customer request, from the enquiry arriving to the quote or order going back. |
| Design Engineer | Sales | Design Engineer turns a custom enquiry into a configured, priced and drawn product. |
| Route | Logistics | Route takes the confirmed order and gets it to the customer's door. |
| Source | Logistics | Source runs your buy side, from the request for quotation to the invoice matched against what arrived. |
| Stock | Logistics | Stock keeps one true quantity for everything you hold, wherever it is. |
| Service Centre | Production | Service Centre runs the work you do on the customer's own property, from the item arriving to the item going back. |
| Machinist | Production | Machinist runs the floor and tells you what the job cost. |
| Wizard | Marketing | Wizard picks the right product for the application, the way an application engineer would. |
| Inspect | Marketing | Inspect tells your sales team which manufacturers to approach and what to say when they get there. |
| Commerce | Marketing | Commerce puts your catalogue online as a B2B trade site and connects it to the platform, and gives your customers their own sign in. |
Areas
The places you work. An area is there when any product that brings it is on, and its views are whatever your products add.
| Area | Where | Kind | Menu group |
|---|---|---|---|
| AI | /app | In the menu | |
| Quotes | /app/quotes | In the menu | Sales |
| Orders | /app/orders | In the menu | Sales |
| Customers | /app/customers | In the menu | Sales |
| Suppliers | /app/suppliers | In the menu | Sales |
| Catalogue | /app/catalog | In the menu | Products |
| Stock | /app/stock | In the menu | Products |
| Servicing | /app/servicing | In the menu | Products |
| Design | /app/design | Full screen workbench | Products |
| Wizard | /app/wizard | Full screen workbench | Products |
| Machinist | /app/machinist | Full screen workbench | Operations |
| Route | /app/route | Full screen workbench | Operations |
| Inspect | /app/inspect | Full screen workbench | Growth |
| Commerce | /app/commerce | Full screen workbench | Growth |
| Settings | /app/settings | Settings | |
| Scan | /app/scan | Station screen |
Parts
Parts never have a menu entry. They appear inside areas as a panel, a button or a field, shaped to where you meet them.
| Part | What it is |
|---|---|
| Pricing | Discounts, special prices, margins, quantity breaks and price brackets per customer, product, service or group, at scale |
| Costing | Cost against a product, against time, against machines, against stock and formulas, everywhere a margin needs to be real |
| Customer context | Custom fields, history, patterns and interactions behind every customer, feeding the AI without leaking or guessing |
| Monitoring | Watchers set against any area that act when something changes |
| Traceability | One Kabaido code on any item, batch, package or job, scannable and followed through the platform and the workshop |
| Integrations | Every connection to the systems around the workspace, tailored per product, plus custom ones |
| Roles | Who sees what and does what, per person and per station |
| Presets | Ready made setup for a trade, applied at onboarding or later |
| Customer facing | The org's own customers on a branded surface of the same platform |
| Activity | Every action recorded, and the notifications the team and the org's customers receive |
| Documents | Quotes, orders, dockets, drawings, work orders, labels and attachments, templated and branded |
What you install inside a product
Design modules in Design Engineer, wizard modules in Wizard, machine modules in Machinist and service models in Service Centre. Presets install them. Each design, wizard and machine module opens as its own workbench; service models sit in the Services view of Servicing.
Related
- How your workspace adaptsPredict what appears, what stays and what goes when a product is switched on or off.
- The four elementsFind the product that fits a need by its element, and know why the menu is grouped differently.
- SettingsKnow what each settings section holds and who can open it.
- PresetsSet a workspace up for your trade in one step, at onboarding or later, and know what a preset will and will not touch.