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Factory How-To Video Library

Training videos to help users get started with Factory and use every feature confidently.

Overview

This index lists every video in the Factory training series, organised by feature area. Click any title to watch the video on YouTube.


How To

Adding Team Members


Dashboard

Configuring the Dashboard


Products

Setting Up a Product in the Catalogue

Setting Up a Product Kit

Materials Overview

Setting Up Labour and Adding It to an Order


Sales

Configuring the Sales Orders Page

Creating a New Sales Order: From Quote to Order

Converting an Order to an Invoice or Partial Invoice

Raising a Purchase Order from a Sales Order

Adding and Updating Customers

Price Level Manager


Purchasing

Purchase Orders from the PO Page

Adding and Updating Suppliers


Productivity

Workflow Feature

Time Tracking: Manual Time Entry

Time Tracking: Clocking On from the Job Card

Time Tracking: Clock-On Button (Top-Right of Factory)

Planner

Delivery Scheduling


Settings

Company Settings

Integrations: Xero Setup and Configuration

Integrations: MYOB Setup and Configuration

Integrations: QBO Setup and Configuration

Order Confirmation Settings

Quote Settings

Sales Settings

Customer Settings (Invoice Payment Terms)

Invoicing Settings

Purchasing Settings

Time Tracking Settings

Document Templates

Order Importer: Basic Products

Order Importer: Linking to the Product Catalogue


Mobile App

How To Use the Factory App

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