Administration

Analytics & Reports /a/reports

A live cross-module dashboard that pulls data from every part of Manufacturing ERP — revenue collected, orders in flight, production status, stock levels, and quality alerts — all in one place. Includes a Sales Orders register and a CSV export.

Six headline KPIs

Analytics & Reports page showing six KPI cards, a Sales Revenue chart for the last 6 months, and the Sales Orders Register table — The Analytics & Reports dashboard — six live KPI cards at the top, a revenue trend chart below, and the full Sales Orders Register.

Revenue (Paid)

$2,580

Settled collections

Total Invoiced

$4,142

Total billed value

Sales Orders

Total sales orders

Work Orders

8 completed

Total Stock

1,177

Units on hand

Open NCRs

Quality alerts active

Report sections

Below the KPIs, five pre-built report sections give you deeper insight into each area:

Report section	What it shows
Sales (Last 6 Months)	A month-by-month revenue bar chart showing confirmed and shipped order values over the trailing 6 months. Useful for spotting seasonal trends and comparing pipeline to closed revenue.
Work Orders by Status	A breakdown of all Work Orders by current status — Planned, Released, In Production, Completed, Closed. Shows how many jobs are at each stage right now.
Top 10 Products by Sales Volume	The ten best-selling products by quantity (or value) sold across all Sales Orders. Helps prioritise which products to stock and which BOMs to keep optimised.
Spend by Vendor	Total purchase order value allocated to each supplier. Helps identify your largest vendors and concentration risk.
Cash Flow Projection	An estimated inflow/outflow view based on open invoices (incoming) and open purchase orders (outgoing). Shows the projected cash position over the coming weeks.

Sales Orders Register

The Sales Orders Register below the charts lists every SO with its SO Number, Customer, Amount, Status, and Date. Use it for quick lookups without navigating to the Sales Orders module. Click any row to jump directly to that order.

Exporting data

Click Export CSV (top right) to download the Sales Orders Register as a spreadsheet. The export includes all columns visible in the table — useful for sharing with your accountant or importing into external tools.

Live data All KPIs and charts update in real time as orders are created, work orders are completed, and invoices are settled. There is no "refresh" button — the page always shows the current state of the business.

Administration

Product Groups /a/product_groups

Maps each product category to the correct QuickBooks Online accounts so that revenue, inventory, and cost of goods sold post to the right ledger lines automatically when you sync invoices and POs.

Product Groups table

Product Groups page showing a table with columns: Name, Track Inv, SOS Type, Income Acct, Asset Acct, COGS Acct, and Actions — listing groups such as Finished Goods, Manufacturing Consumables, Outside Services, and others — Product Groups — each row maps a product category to its QBO account lines. Edit any row to change the account mapping.

Column	What it controls
Name	The product group label (e.g. Finished Goods, Manufacturing Consumables, Spare Parts). Assigned to each product in Products & BOM.
Track Inv	Yes/No — whether QBO should track inventory quantity for this group. Set to Yes for physical goods; No for services or expenses.
SOS Type	The QuickBooks item type: Inventory (tracked stock), Expense (non-stock consumable), or Assembly (built item).
Income Acct	The QBO income account where sales revenue posts (e.g. Product Sales).
Asset Acct	The QBO asset account where inventory value is held (e.g. Inventory Asset). Blank for Expense-type groups.
COGS Acct	The QBO cost of goods sold account (e.g. Cost of Goods Sold).

Default product groups

Manufacturing ERP ships with the following groups pre-configured. Each maps to the standard QBO chart of accounts:

Finished Goods — Inventory, tracked
Manufacturing Consumables — Inventory, tracked
Spare Parts (Inventory) — Inventory, tracked
Repairs — Customer Owned — Assembly, not tracked
Outside Services (Expense) — Expense, not tracked
Inbound Freight — Expense, not tracked
Low-value Consumables — Expense, not tracked
Packaging (Product) — configurable based on your accounting preference

Adding a product group

Click + Add Group (top right). A new row opens in the table.

Enter the group Name, set Track Inv, choose the SOS Type, and select the Income, Asset (if applicable), and COGS accounts.

Save the row. The new group is immediately available in the Product Group dropdown when adding products in Products & BOM.

QBO account names must match exactly The Income, Asset, and COGS account names you enter here must match your QBO chart of accounts exactly — including capitalisation. A mismatch causes sync errors when pushing invoices or purchase orders.

Administration

Settings — User Management /a/settings

Control who has access to Manufacturing ERP and what they can do. Invite new team members by email, assign role-based permissions, manage pending invitations, and remove users who should no longer have access.

Settings overview

Settings page showing the Invite New User form with email and role checkboxes, a Pending Invitations table, and an Active Users table with role editing controls — Settings — invite by email, assign roles, and manage active users all from a single page.

Available roles

Each user can have one or more roles. Roles control which modules and actions are visible to that user:

Role	Intended for
Owner / Admin	Full access to all modules and settings. Typically the account holder or operations manager.
Production Manager	Work Orders, Shop Floor, Products & BOM, and Quality Control.
Shop-Floor Operator	Shop Floor only — clocking on/off operations and updating job status.
Purchasing	Inventory, Purchasing & MRP — creating POs and receiving stock.
Sales / Estimator	RFQ, Estimates, Sales Orders, Customers — managing the sales pipeline.
Quality	Quality Control — logging NCRs and managing inspections.
Accounting	Invoicing, Reports, and QBO sync actions.
Customer	Limited read-only access — for external customers who need order visibility.
App Editor	Access to the Fuzen app builder — for customising the Manufacturing ERP app itself.

Inviting a new user

Enter the new team member's Email Address in the Invite New User form.

Check the roles you want to grant. You can assign multiple roles — for example, a warehouse lead might have both Purchasing and Shop-Floor Operator.

Click Send Invitation. The user receives an email with a signup link. Their address appears in the Pending Invitations table until they accept.

Once they accept, they move from Pending to Active Users and can log in to Manufacturing ERP with their assigned permissions.

Managing existing users

The Active Users table lists every user currently with access. For each user you can:

Edit roles — check or uncheck role boxes and click Save Roles to change what they can access. Changes take effect immediately.
Remove — removes the user's access. They can no longer log in, but their historical data (orders they created, work they logged) is preserved.

Pending invitation management If an invitation expires or the user's email changes, click Delete next to the entry in the Pending Invitations table and re-invite with the correct address.

First user is always Owner / Admin The account creator automatically has the Owner / Admin role and cannot be demoted or removed — at least one Owner must always exist. To transfer ownership, promote another user to Owner first.

Need to check your overall business health? Go to Analytics & Reports, or set up your QBO account mappings in Product Groups.