Features & Setup

Configure features and customize your workflow

Core Features Configuration

Inventory Management

Set up stock levels, reorder points, and tracking

• Configure stock alerts
• Set reorder thresholds
• Enable barcode scanning
• Multi-location setup

Production Workflows

Customize manufacturing and assembly processes

• Build custom workflows
• Set quality checkpoints
• Configure BOM structures
• Schedule production runs

Sales Orders

Configure order processing and fulfillment

• Order approval workflows
• Shipping integrations
• Payment processing
• Customer notifications

Financial Controls

Set up accounting and cost tracking

• Cost center allocation
• Budget controls
• Expense approvals
• Financial reporting

Warehouse Operations

Configure picking, packing, and shipping

• Pick list optimization
• Packing configurations
• Shipping carrier setup
• Receiving workflows

Analytics & Reporting

Customize dashboards and reports

• Custom dashboard widgets
• Automated report scheduling
• KPI tracking setup
• Data export configurations

Workflow Customization

Automation Rules

Set up automated actions based on triggers and conditions to streamline your operations.

Inventory Triggers

Auto-reorder when stock hits minimum levels

Order Processing

Automatically assign orders to fulfillment centers

Quality Control

Flag items for inspection based on criteria

Notification Settings

Configure alerts and notifications to keep your team informed of critical events.

Critical Alerts

Stock outages, system errors, security issues

Business Updates

New orders, shipment updates, approvals needed

Performance Reports

Daily summaries, weekly analytics, monthly reviews

Advanced Configuration

Must Be Subscribed

User Permissions

Set role-based access controls and permissions for different user types.

Must Be Subscribed

Security Settings

Configure two-factor authentication, API keys, and security policies.

Must Be Subscribed

Data Integration

Connect external systems, APIs, and data sources to your platform.

Quick Setup Checklist

Essential Setup Steps

Configure inventory categories and units

Set up supplier and customer databases

Configure warehouse locations and zones

Set up user roles and permissions

Optional Enhancements

Enable barcode scanning integration

Connect accounting software

Set up automated reporting

Configure mobile app access

Need Help with Setup?

Our support team is ready to help you configure your features and customize workflows to match your business needs.