General System

Here is the catch-all category for how the system works.

How to add a Contact

Contacts can be anyone within our without an account. A contact can also be a team member. If you are...

How do I see the Assets?

Your assets are located in the same place of all your products. To see them only, you can filter for...

How do I see all my inventory?

You are able to see all of your inventory in one window. That includes products, BOMs, assets, kits, consumables, and...

How do I add an Account Type?

Accounts in the system refers to any type of entity or person that will be connected to your orders. For...

How do I check in and out an asset on the mobile app?

The mobile app can be used to check in and out inventory to people. Any employee or contact can check...