Writing an entry
Open User Manual → My Knowledge Base. Click New in the button bar at the bottom. Type the Question, optionally a Category. Write the Answer in the editor. Click Save. To change an entry later, select it in the list and click Edit; Cancel abandons your changes and Delete removes the entry. Buttons that do […]
How the AI assistant uses it
When a user asks the in-app assistant a question, the assistant searches your Knowledge Base and answers from it — so an entry you write once becomes the answer everyone gets, in your company’s own words. It searches the Question and the text of the Answer. Formatting is ignored, so a fact must be written […]
Job types (job type setup: supply only, supply and install, service; installation, tax and default warranty per job type)
A job type tells the system what kind of work an order is — supply only, supply and install, a service call — and carries the defaults that come with it. Manage them in OJ Setup → Product Setup → Job Types. The list on the left shows each job type’s Seq and Description; the […]
The Install flag on an order line
Every line item carries an Install flag. Only flagged items go on the installation ticket, so you can sell a unit on an install job without scheduling it for installation. The flag is not ticked by hand: it follows the series’ Install option. Setting up the Install option In OJ Setup > Options, open the […]
Guided series setup (AI interview)
Guided setup walks you through a product series one plain question at a time, in the words of a salesperson, not an engineer. You answer by ticking choices, filling a small form, or typing a sentence that the AI turns into the form. Nothing reaches the series until you (or the setup owner) write it, […]
Grids & the SUH (sealed-unit) setback
SUH (Sealed-Unit Height) on the grids table is a setup-time distance that pushes the topmost horizontal grid line down from the top edge of the glass, so the grid pattern starts below the sealed unit’s top line instead of running all the way to the glass edge. It is a property of a grid template, […]
Glossary & domain overview
The system is dense with fenestration jargon. This glossary gives each term its general industry meaning so the rest of the manual reads cleanly. The product — a window or door A manufactured unit is modelled as a hierarchy, top to bottom: Term Meaning Unit / Overall One complete manufactured window or door assembly — […]
Direct-to-shipping orders — turn off Gen Shipping on production lines
Rule of thumb If an order goes directly to shipping (it does not physically flow through production), turn OFF the Gen Shipping flag on the production lines it would otherwise be routed to. What Gen Shipping does When Gen Shipping is set on a Production Line (the same flag also exists on a Series), the […]
Shaping one frame of a coupled unit
In the item designer’s Shapes panel, the two radios at the top choose what a shape is applied to: Overall — the whole unit takes the shape. On a coupled unit this removes the couplers and the unit becomes one shaped frame. Frame — only the frame you click takes the shape. The couplers stay, […]
Flash Discount (flash sale discount by series and partner group, with a due date)
A flash discount is a temporary percent off item prices for chosen series and customer groups, with a reference text and an end date. Set it in Administration and Setup → Company Preferences, on the Flash Discount tab (titled Company Flash Sale Discount). To create, delete or save rows you need the user right Create/Edit […]