This is the first time the workstation has run. The account you create here can add other users.
Enter the 6-digit code from your authenticator app, or one of your backup codes.
Choose your Excel (.xlsx) or CSV file, or copy the cells in Excel, header row included, and paste them below. Columns are matched by their header names.
Viewer looks things up. Editor also adds, edits and imports parts, BOMs and files. Admin can do everything, including managing users. The switches add to the role: Sees cost shows cost, margin and rolled-up cost; Moves stock allows receiving, issuing, counting, moving and building; Writes reports allows creating and editing field reports.
When this is on, anyone who hasn't set up two-factor is asked to do so at their next sign-in, before they can use the Workstation.
Buildings where stock is kept. Shelves inside a facility are entered with the stock itself, as shelf letter and section (A-1). A facility can only be closed once it's empty.
The parts list for something you build. It's reused for every unit and feeds the Build Sheet.
The next number in the category is assigned when you create it.
A one-off parts list for a job, install or quote.
Picking a saved contact fills in the address, email, phone and terms. The number is assigned when you create it.
Position adjustments are remembered on this computer for each sheet type. To check alignment, tick outlines, print on plain paper and hold it against a label sheet up to the light.
In the print window set Scale: 100% (or "Actual size") and Margins: None, and load the label sheets the right way up. The bar code is Code 128 of the part number, which any standard scanner reads.
These details print at the top of reports issued under each company. The page footer prints at the bottom of every page, with page numbers; leave it blank to build it from the address and phone.