Sheet 11 of 11 · Manual
The NE Vault manual
Every screen, what it is for and how it connects to the rest. 38 documents in 6 sections — written for the people who run a workshop, not for a support queue.
STAGetting started
Your office
What NE Vault is, how a job moves through it, and how to find your way around.
PTLCustomer portal
Your customers
What your customers see: their parts, requests, quotes, orders and trade account.
CRMSales & CRM
Your office
The office side — customers, request triage, quoting, the order pipeline and credit.
INVInventory & finance
Your office
Items, stock and movements, purchasing, despatch and invoicing.
PRDProduction
Your office
Work orders, the machine schedule, the floor board and scan-to-start job packs.
ADMAdministration
Your office
Staff access, your own settings and documents, and the audit trail.
Manual rev C
Rather see it than read it?
Thirty minutes, on your own parts if you bring a catalogue.