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
