Quick 10-Step Guide to Getting Started

This guide walks through 10 simple steps designed to get comfortable with the platform in about 30 minutes. More time can be taken to explore the detailed documentation linked at each step.

💡Tip

Steps can be followed without opening links to save time, or explored further when deeper understanding is desired.

1. Add Company Details

Start by adding the company details, name, logo, and contact information. This ensures that branding appears correctly on Quotes, Invoices, and other customer-facing documents.

📍Locate: Settings > Company

2. Connect the Accounting Package

Integrating the accounting package enables syncing of Customer and Supplier.

📝 Notes

Use Import Customer or Import Suppliers to select which Customers/Suppliers to sync — as many or as few as preferred
Many users take this opportunity to clean up their customer and supplier lists before syncing.

📍Locate: Settings > Integrations

3. Configure Remaining Settings

Review and complete settings related to Quotes, Invoicing, and Purchasing.

📝 Note

Adding an email address for replies on Quotes, Order Confirmations, Invoicing and Purchasing emails ensures customer responses are received and directed to the correct inbox promptly.

4. Add Team Members

Add Team members to enable collaboration across Products, Sales, Purchasing and Productivity.

📍Locate: Settings > Team

5. Add Products to the Product Catalogue

Begin populating the Product Catalogue by adding at least one Product. This is a great opportunity to explore options such as marking the Product as being bought or sold.

📍Locate: Sales > Product Catalogue > Add New

6. Create a Sales Order

After adding Products and Customers, create a Sales Order to process an actual sale. This step helps bring everything together and demonstrates how Orders are managed in Factory.

📍Locate

Wherever you see Create sales order/Create order;
Sales > Customers > select a Customer > Create order (we've added a few "Test Customers" to get you going).

💡Tip

It's worth testing the Sales Order process by adding the following fields:

Required date
Assigned to
Label (s)
Product(s) – try adding multiple Products to simulate a large Order
Submit as a Quote and/or as an Order.

7. Explore Sales Order Options

Options vary depending on whether it's a Quote or an Order. It's worth exploring, as additional documents and actions become available at different stages.

📝 Note

Options will only appear once a Quote or Order has been submitted or updated.

8. Move Jobs Into Production (Workflow)

Track job status and progress using Workflow. Create status columns that match the business workflow — e.g., "In Progress", "Welding", "Ready for Delivery", etc.

📍Locate: Productivity > Workflow

9. Assign Orders to Team Members (Planner)

Assign jobs to Team members so work can be managed more effectively and deadlines tracked.

📍Locate: Productivity > Planner

10. Schedule a Delivery

Once production is complete, schedule the delivery by simply dragging the order onto the calendar. It's also possible to upload proof of delivery for better record-keeping.

Locating this section in app: Productivity > Delivery Scheduling