Factory

This section delivers clear, structured guidance for managing Products and Materials within Factory

Products

Overview of core capabilities that streamline product management

Product Catalogue: Key Features

Manage the colours and finishes that drive product pricing

Materials

Reconcile stock counts to keep inventory levels and job costing accurate

Product Catalogue: Stocktake

Create Custom Formulas for irregular priced Products

Custom Formulas explained

Define permissions to maintain data integrity and controlled access

Product Catalogue: User Roles and Access

Quick answers and fixes for everyday product and kit questions.

Product Catalogue: Product and Product Kit FAQs

Manage flashing configurations to ensure accuracy and consistency in production

Drawings/Flashings (Product Catalogue)

Contains answers to common questions and troubleshooting guidance

Materials: FAQs

Manage individual products with precision and consistency

Product Catalogue: Product

Assign access levels to safeguard material data

Materials: User Roles and Access

Group products into kits for faster quoting and consistent builds

Product Catalogue: Product Kits

Structure the catalogue so products and kits flow cleanly into quotes and jobs

Product Catalogue: Add Category, Product, and Product Kit

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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