Factory

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

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Setting Up Labour and Adding It to an Order

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

Time Tracking: Clocking On from the Job Card

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

Integrations: Xero Setup and Configuration

Integrations: MYOB Setup and Configuration

Integrations: QBO Setup and Configuration

Customer Settings (Invoice Payment Terms)

Order Importer: Linking to the Product Catalogue

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

Factory How-To Video Library

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Factory How-To Video Library

Overview

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