Common questions and answers about using Rastr.AI
The system has three user roles:
Start by reviewing our Quick Start Guide. It will walk you through the initial setup, including creating your company profile, adding users, and configuring basic settings.
Yes, the system offers various customization options including custom product categories, job statuses, and workflow stages. Contact our support team for advanced customization needs.
When you create a sales order from a quote, the system maintains a link between them. This allows you to track the conversion and maintain a history of the transaction from quote to order to invoice.
Yes, orders can be modified before they are finalized. Once an invoice is generated, changes will require special handling and may need manager approval.
Rush orders can be flagged with high priority status when creating the sales order. This will highlight them on the job board and notify relevant team members.
The job board uses a drag-and-drop interface where each column represents a production stage. Jobs automatically appear when orders are finalized, and you can move them between stages as work progresses.
Yes, administrators can customize production stages to match your workflow. This includes adding, removing, or reordering stages as needed.
Staff can be assigned to jobs at both the customer and sales order level. The system tracks workload and performance metrics for assigned staff members.
The system syncs products, invoices, customers, and receipts with QuickBooks. This ensures your financial records are always up-to-date across both systems.
Syncs occur automatically when relevant data changes. You can also manually trigger a sync if needed.
Check the sync status in the QuickBooks integration section. Common issues can be resolved by reconnecting your QuickBooks account or contacting support.
Check our comprehensive documentation, including:
Contact our support team through the help desk or email support. Include detailed information about the issue and any relevant screenshots.