Buttons and icons for navigation
Main navigation
Provides access to:
Dashboard
Home / Customer/s
Sales
Purchasing
Productivity
Settings.
 | Factory logo | Clicking the Factory logo, from anywhere within Factory, will return you to the Home page. |
 | Chocolate menu | Provides access to moving items around a page i.e. to reorder Products on an Order |
 | Kebab/ other options menu | Provides access to further options. |
 | Profile/ avatar icon | Opens Profile options and Sign out. |
 | Notifications | Provides quick navigation to Collaborate. |
🔎 | Search | Search by Order #, PO #, phone number, name or word.
🗒️Note: adding a partial number/name/word in Search i.e. typing “61”, will return any customer with “61” in their order number or purchase order number e.g. “610” and/or typing “eng” will return any customer with “eng” in their title e.g. “Test Engineering”. |
| Global search | Search for anything, from your Dashboard, across all of Factory encompasses searching for customers, suppliers, orders, products and more. |
 | Sort | Sort columns in ascending or descending order by clicking the arrows to re-order the data. |
 | Select/ select all | Select or select all depending on where the checkbox is located. i.e if located on a row then you’re selecting the row contents, if located in the column header then you’re selecting all items listed below. |
 | Change Status | Change Status for one or more items. ****Select rows you’d like to change, using checkboxes, and select Change Status, and choose the status you’d like the items to be. |
 | Archive | Archive for one or more items. Select rows you’d like to archive, using checkboxes, and select Archive. |
 | Collapse/ view | Collapse/view of further items i.e. Orders in the Planner view. |
 | Stock level low | Flags stock on hand is lower than what’s available. |
 | Kit indicator | Flags on Orders where a kit has been added. |
Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.
Date field
🗒️ Note: you need to apply a From and To date if searching a date range.
💡 Tip: if you’re searching for all orders on 10th July 2023 double click the 10th July 2023 to set From and To dates as the 10th also.
💡 Tip for keyboard users: use Tab to navigate between each search feature i.e. type a Suppliers name in the search box, press Tab to move to the Date box, hit Enter to open the box, press Tab, Tab and Enter to navigate to a certain year, continue to until you’re where you need to be.
Dropdown arrows
When selected they display a further list of options.
Glossary
Sales Order
A document sent (prior to an invoice) by Suppliers/Vendors to a Buyer/Customer that outlines sales terms.
Purchase Order
A document sent (prior to a Sales Order) by Buyers/Customers to a Supplier/Vendor to confirm an order and trigger fulfillment.
BSB
Bank State Branch number
Action buttons
Action buttons allow you to perform further actions when selected.
An example of a Sales Order Action buttons:
Stock
Stock is finished items you sell to customers.
Inventory
Inventory includes both finished goods you sell, as well as materials used for fabrication.