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Getting Started with StartProto AI

A list of things StartProto AI can help with.

Greg Finnegan avatar
Written by Greg Finnegan
Updated today

Order & Quote Management

  • Create a Make Item

  • Create a Quote

  • Create a Customer Sales Order

  • Create a Purchase Order

  • Extract data from drawing

  • Prefill RFQ line items

  • Convert Quote to Sales Order

  • Update existing Sales Orders, Quotes, or Purchase Orders

  • Force close Sales Orders

  • Mark Purchase Orders as sent

  • Create Invoices from Sales Orders

Parts & Inventory Management

  • Create Buy Items

  • Clone Make Items or Buy Items (for templates)

  • Update part information and routings

  • Check inventory levels for parts

  • View Bill of Materials (BOM) for parts

  • Get cost breakdowns for manufactured parts

  • Identify what needs to be purchased (purchasing list)

Production & Shop Floor

  • Create Jobs (internal work orders)

  • View demand priority list

  • Check work queues for work groups/machines

  • See remaining operations for jobs or orders

  • Get time estimates for operations

  • Track work sessions and labor hours

  • Calculate time and cost spent on jobs/orders

  • Identify production bottlenecks

  • Determine which orders are closest to completion

Analysis & Reporting

  • Analyze drawings for manufacturing requirements

  • Generate detailed work breakdowns

  • Track employee work sessions and productivity

  • Calculate financial values of orders, shipments, receipts

  • Find purchasing information tied to specific demand

  • Query custom field configurations

Document Management

  • Attach files to parts, orders, or other entities

  • Create and save text documents (CSV, JSON, Markdown)

  • Retrieve files associated with entities

Company & Contact Management

  • Look up customers, vendors, and companies

  • Find sales order, purchase order, or shipment information

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