Navigating Factory

Navigating Factory easily

Updated over a week ago

Buttons and icons for navigation


It isn't just a pretty logo, the Factory logo returns you to your Dashboard from any location within the app.


Global Search

Located on most pages, a single search experience across all of Factory encompassing customers, suppliers, orders, products and more.

Find historical orders, or kick off new Sales or Purchases, all from within the same experience.


Dashboard

Customise your Dashboard to view historical sales performance, and forecast work based on your Orders.


Products

Products consists of Product Catalogue and Materials.

Product Catalogue

A list of all Products being bought and sold

Materials

Displays a searchable list of materials, colours and finishes.


Sales

Sales Orders

A complete searchable, filterable and sortable list of all Sales Orders.

Use this page, by clicking on a Sales Order, to view the full details of a Sales Order:

Customers

Add, archive, search, sort and view Customers.

Use this page, by clicking on a Customer, to view the full details of a Customer:

Price Level Manager

Create price levels and discounts for your Customers.


Purchasing

Purchasing consists of Purchase Orders and Suppliers.

Purchase Orders

A complete searchable, filterable and sortable list of all Purchase Orders.

Use this page, by clicking on a Purchase Order, to view the full details of a Purchase Order:

Suppliers

A complete searchable and sortable list of all Suppliers.

Use this page, by clicking on a Supplier, to view the full details of a Supplier:


Productivity

Productivity includes Workflow, Planner and Delivery Scheduling.

Workflow

Manage the status/progress of jobs in a Kanban board/master view.

Planner

Job schedule/production planner; assign jobs to people and/or labels

Delivery Scheduling

Schedule deliveries for completed orders.


Settings

Enable company-wide settings for Factory.

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