The "Customers" section keeps every client of your factory in one place. You can find a customer by name, phone or e-mail, open their card, view the order history and add new customers manually.
OpenThe "Firm settings" section is the central place for every parameter of your factory in CRM: from currency and units to e-mail texts and blocks visible to the customer. Parameters are grouped into folders; each row has i…
OpenThe "Order archive" section is where CRM stores completed and cancelled orders so they no longer clutter your active workspace but stay within reach. You can quickly find an old order by ID, code or customer, see its his…
OpenThe "Orders" section is the main working module of the CRM. You create new orders here, move them through the statuses from draft to shipment, search for old orders, watch problem items and close cancelled ones.
OpenThe payroll module calculates employee pay per operation. You set service rates and shift plans, open and close shifts with worker groups, mark operation readiness (manually or via a QR scanner) and produce the final pay…
OpenDocuments for production and customer: order specification, cutting card, part labels and packaging document. Every document opens in a new browser tab ready to print.
OpenProduction process management: accepting orders into work, monitoring progress across tabs (ready for production, in progress, completed, ready for shipment), creating production tasks grouped by material, adding extra g…
OpenThe "Reports and statistics" section gathers everything your factory earned, sold and produced during the selected period. You come here to check revenue, evaluate manager performance, see the production backlog and anal…
OpenThe starting point for working in the CRM: sign-in with login and password, finding your way in the top menu, the sales dashboard, the notifications bell and the interface language switch.
OpenThe "Wholesale" section is a CRM module for cooperation between factories: submitting and confirming partnership requests, maintaining the supplier's product catalogue with prices, recording material needs and creating s…
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