Company Administrator learning path
Start with customer and part records, prepare an order, then follow its material and production work. Company settings and access guides will follow.
Create and update an account
Create a customer account, find its saved record, and update its notes from the account detail page.
Create a part
Create a reusable wire part with its identifier and configured fields, then check the saved details before preparing its production steps.
Define a part’s production steps and instructions
Set the sequence of production steps for a part, add instructions for each step, and check the saved routing before creating orders.
Create an order from an account and part
Create an order using an existing customer account and part, then confirm its quantity, linked records, spool, and production steps.
Assign inventory to an order
Select available inventory, assign a partial quantity to an order, and verify both the saved assignment and the remaining inventory balance.
Start work and move an order to the next step
Use an order’s Production Progress to start the current step, then move the entire order to the next step and verify the result.