PORTWARE HTML Document

2:46 PORTWARE Intro Film · Part 1 Monday morning at a robot maker, PORTWARE, the industries, 76 apps and the language of the screens. The full film is on our YouTube channel. 2:43 PORTWARE CRM From first contact to a signed order: pipeline, forgotten-deal badge, a probability that says why, activities, letterhead quotation, CRM dashboard and reports. 1:49 PORTWARE Dealer Channel and CRM Setup Your dealers in the same system: dealer opportunities and requests, dealers, CRM settings, teams, activity types and plans, stages, tags, lost reasons, lead mining. 2:56 PORTWARE Sales From quotation to signed order: margin warning, currency conversion, letterhead PDF, signing on the portal, orders to invoice, price lists, reports and the Cowork morning brief. 1:18 PORTWARE Sales Setup Your rules are set once: sales settings, quotation templates and covers, combos, product tags, dealer price requests and dealer levels. 2:37 PORTWARE Purchasing Compare vendors by price and lead time and see the price history: requests for quotation, price comparison, currency conversion, receipts, budget control. 2:42 PORTWARE Inventory From the inventory cockpit to lot tracing: overview, transfers, counts, replenishment, product forecast, lots and packages, demand estimates, stock reports. 2:03 PORTWARE Warehouse Setup A warehouse set up right once: warehouses, operation types, locations, routes, rules, categories, units, barcodes and delivery. 2:58 PORTWARE Manufacturing From BoM to work order: product card, BoM and routing, multi-level MRP, manufacturing and work orders, order overview, scrap, effectiveness. 3:00 PORTWARE Finance Management Before month-end: scorecard, financial statements, budget grid, 13-week cash, OKR and the finance school. 3:02 PORTWARE Project From projects to the Gantt, from the occupancy warning to planning on the calendar: the planning pages of PORTWARE Project, on a real project week. 2:06 PORTWARE Software Development From task to requirement, from code to test: browse the code, compare versions; requirements, test cases and GitHub repositories in one place. 2:23 PORTWARE Project Reports Flow overview, portfolio, health, cycle time, cumulative flow, velocity, release progress, customer satisfaction and assistant jobs: seventeen reports on real data. 1:38 PORTWARE Project Setup Project settings, stages, tags, roles, activity types and plans, project templates: your rules are set once. 2:44 PORTWARE PLM · Parts and CAD Every part with its revision and history: engineering parts, CAD in the browser, documents, boxes, bills of materials and PLM activities. 2:07 PORTWARE PLM · Change Management From request to order, from signature to baseline: change requests with impact analysis, change orders, effectivity, deviations, supplier shares and electronic signatures. 3:04 PORTWARE PLM · Electronics and Setup Electronic components, approved manufacturers, ECAD documents, materials, treatments, boards, conversion and multi-site sync. 3:30 PORTWARE PLM Process · A Robot’s Journey What PLM is and how it is used: a robot arm from a crack in the field to a new revision -- breakage record, BoM, CAD, change request with impact analysis, signed board decision, revision, supplier share, electronics, production and baseline. 3:58 PORTWARE Quality From a field return to a lasting fix: nonconformities and 8D, inspections and the defect Pareto, calibration, incoming inspection, triggers, customer part approval and the analyses. 2:28 PORTWARE Quality From the first finding to a lasting fix: nonconformities, 8D, incoming inspection, calibration. 3:23 PORTWARE Field Service From a maintenance contract to a signed work order: recurring orders, work orders, routes, team and equipment dashboards, analytics and reports. 3:40 PORTWARE Field Service · Setup Customers and sites, equipment, technicians and their skills, vehicles, routes, delivery windows, holidays, job templates and the rules of maintenance contracts. 3:33 PORTWARE Cowork A colleague that acts with your approval: quotation summary, step-by-step approval and undo, Excel, morning briefing, background analysis, company memory, meeting minutes and the change log, in real answers. 2:55 PORTWARE Cowork Administration Running Cowork: health, analytics, the spend dashboard and invoice reconciliation, Claude, ChatGPT and Cursor connected over MCP with your rights, approvals, tool policies and custom tools. 2:54 PORTWARE Office Quotation in Word, budget in Excel, specification in PDF; every version compared cell by cell, a record printed as a filled PDF from a template. With PORTWARE Office documents live inside the record. 1:57 PORTWARE Cowork AI A colleague that works with your approval: questions, approved changes, documents, briefing, voice. 2:22 PORTWARE Office · SODRAW The diagram inside the document: SODRAW works in Word, Excel, PowerPoint and PORTWARE HTML Doc; a double click opens it again, each save is a new version. In the film, the flow of an engineering change is drawn inside a Word notice. 2:14 PORTWARE Office · Cowork AI Cowork reads the open quotation, finds the missing clause and edits it with your approval; every change is a version and one click undoes it. It reads PDFs too.