Fusion Operations

A Sales Order groups the products that your company will have to send to your clients, even if it evolves multiple Shippings.

How to use Sales Orders?

This article explains how to import multiple sales orders

Import multiple Sales Orders

Learn how to customize your Sales Order imports

Configurable Sales Order Import

A Client is an entity that orders the products your factory produces.

How to create a client?

How to import multiple clients

This article explains how to create Production Orders/Jobs from your Sales orders

How to create Production Orders/Jobs from Sales orders?

Learn how to ship your products to fulfill Sales Orders

Shipping in the back office

Learn how to create and manage quotes for your clients

Quoting

Learn what documents you can print from Sales Orders

Printing options for Sales Orders

How can I assign the shipping code to the Production Order (PO)?

Learn how to utilize client product codes.

How to associate your Products to a Client

Vânia Lourenço

David Andrade

Syed Aftab Hussani

Sales Orders

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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