Concept1 min read
The production area
Production groups the screens the build side of the business uses: the hub, the scheduler, the Order Manager and its submitted-order views, quote templates, in-house inventory, and subcontractors.
Each has its own topic and its own permission; Overview under Production in the sidebar is the way in.
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- Quotes and ordersA quote is the price you offer; an order is the fulfilment record made from it. Here is how the two relate and where each lives.
- Supplier recordsSupplier records live on the Suppliers card of the Custom Fields screen under Settings, with Add to create one.
- Orders and the Order ManagerWhat happens to an order once it exists: its statuses, the Order Manager screen, and what an office manager does with it.
- Scheduling crews and tradesThe Scheduler Manager assigns a project's labor and delivery work to your crews and subcontractors, organized by trade.