First-run setup

A system that speaks the wrong language never gets adopted. A print bureau does not have “Methods & Materials”; a service shop has service types and spares; a distributor sells items and has no process catalog at all. The start wizard sets those words, the properties on the catalog, a starter list of entries and the request kinds before anyone types a part.

Twenty-one templates grouped by sector — machining and fabrication (CNC job shop, sheet metal and laser, welding and steel, foundry), moulding and materials (plastics, rubber and polyurethane, composites), additive (print bureau), coating and finishing, hydraulics and service (hose and fittings, repair and assembly), electrical (PCB assembly, switchboards), construction (precast, rollforming and cladding, timber frames, steel framing, windows and doors), food and process, distribution and online sales, and a blank “Something else”. Each shows what you get before you apply it.

• The names of the two catalogs across the workspace — the menu, the Items form, request forms.
• The properties each entry carries (numbers, 1–5 ratings, text, yes/no) and whether customers can compare them side by side.
• A starter list of entries — or none, for a business that adds its own.
• The request kinds customers see — the standard set, or the template’s own.

Every choice can be changed later under Methods & Materials → Customise and Settings → Requests. Members with view-only access can look at the wizard, but only an owner or admin can apply a setup.

The Getting started card on the dashboard walks the first steps — apply a setup, add your first items, invite a customer — and can be hidden once you are through (Customize brings it back).