End-to-end business management training

INTRODUCING PORTWARE

All of the company's work in one system

From quotation to collection, from manufacturing to maintenance, every process in the same database. Built on the world's most widely used open-source business-management core, backed by CapitalG, the growth fund of Google's parent Alphabet — and taken far beyond it with manufacturing, engineering, AI and office layers.

One record, one truthQuotation, shipment and invoice are the continuation of the same record — no two figures in two places.
Far beyond the corePORTWARE Office documents, the SOTION knowledge base, SODRAW diagrams and Cowork AI on every screen.
Works in Türkiyee-Invoice, e-Archive, GİB integration and the uniform chart of accounts out of the box.

Open the presentation Go to the handbook

One page, thirty minutes. No technical knowledge needed.

PORTWARE sales pipeline: opportunities in kanban columns, the application rail on the left, the tab strip at the bottom

BUILT TO GROW

Companies slow down from disorder, not from work

The biggest obstacles to growth are the same in most companies. PORTWARE builds the order and the system that solve them, and much more.

TraceabilityEvery job, document and decision on its record, with its whole history.

Action and follow-upEvery decision becomes a task with an owner and a date; the morning briefing reminds.

ScalabilityA new team, branch or application opens in the same system; the process depends on the system, not on people.

HANDBOOK

Text to sit down and read. Every part also works on its own.

Read it end to end

The whole system in 33 chapters: what it is, how it is used and the daily flow of every process.

Reading paths by role
Real use cases
Screen-by-screen explanation
Full-text search with Ctrl+K

Where to start

Separate reading orders for new users, process owners, project managers and system administrators.

Glossary

The terms used on the screens and in this book, in one sentence each.

PROCESSES

Screen-by-screen use of the applications.

Accounting

Financial accounting, invoicing, payments and reporting

Sales & CRM

Sales

Customer relations, opportunity management and sales processes

Inventory & Warehouse

Inventory

Inventory management, shipping and the supply chain

Manufacturing

Manufacturing orders, bills of materials and work centres

Purchase

Vendor management, purchase orders and goods receipt

Human Resources

Employees

Employee management, payroll, time off and recruitment

Projects & Services

Project

Project management, timesheets and field service

Website

Corporate site, catalogue and document centre

Productivity

Documents, knowledge base, calendar, chat and AI

Point of Sale

POS sessions, receipt design and cash management

Maintenance

Equipment, preventive maintenance and breakdown requests

Fleet

Vehicle management, contracts and cost tracking

PORTWARE CUSTOM MODULES

The layer written for this system, not found in the open-source core.

COWORK AI

The AI assistant that works with the system's data: it searches records, reads inside PDFs, produces reports and updates records with your approval.

Eight providers, four tiers
Model chosen by measurement
Document reading and OCR
Reversible write operations

AI providers

Anthropic, OpenAI, Google Gemini, DeepSeek, Z.ai GLM, ElevenLabs and local AI behind one interface; web research never opens the company up.

The model fits the job, a backup in an outage
A local model on your own server
One-way, safe web research
Every call on the spend ledger

PORTWARE from Claude, ChatGPT and Cursor

Every MCP client connects at one address, with the rights of the person who connected it; writes are undoable, critical work waits for PORTWARE.

One address, two ways to sign in
With your own rights
Every change can be undone
Invoices and payments approved in PORTWARE

Meeting assistant

On request it transcribes the meeting by speaker, writes the note an expert would, and turns actions into tasks in one click.

Recording on request, announced
Turkish transcription
An expert's note and decisions
A task or activity in one click

Digital team

Cowork Assistants that take tasks: they research, draft, watch and reconcile; they prepare the work and leave the decision to a person.

An assistant with an owner and a budget
Written skills
Automation first, the model second
Fields it may never touch, as rules

Dashboards

The company's pulse on one screen: live dashboards that respect permissions, compare with last year and open every figure's records.

One true number
Insights and “why did it change”
Excel and presentation mode
Cowork builds one from a sentence

PORTWARE Office

Word, Excel and presentation files open in the browser, are written together, and every save leaves a version.

Office files on the record
Simultaneous editing
Native version history
Colour semantic diff panel

SOTION

A Notion-style knowledge base: nested pages, {{variable}} and [[property]] system.

Hierarchical page structure
Variable system
Colourful status tags
Real-time collaboration

SODRAW

A draw.io diagram editor inside rich text; the drawing carries its own source and stays editable.

The /sodraw command
Flow and architecture diagrams
Stored as SVG
Vector quality in PDF

CAD Viewer

STEP, DXF, DWG and STL files open in the browser without downloading.

2D and 3D viewing
Measuring and sections
Layer management
Touch on mobile

HTML Documents

The system's own document format: it lives in the chatter, its page is designed, drawn on and versioned.

Page background and ink
Free drawing layer
Status tracking component
Identical in PDF and download

Interface Layer

Tab strip, side panel, application memory, global search and the mobile shell.

Several screens at once
Remembers with its filters
A side panel that pushes
PWA and notifications

Dealer Channel

A dealer sees the catalogue everyone sees with their own prices; the basket becomes a request, the request an order.

Tier-based pricing
Request–order life cycle
Signing in the portal
A single timeline

CRM Plus

A win probability that states each factor's share in points, opportunity back to lead and a required lost reason.

A probability that means something
Live sales signals
Opportunity back to lead
A warning for rotting deals

Contracts and installed base

The commercial chain from quote to online signature, change request to renewal, installation to maintenance; the product price list.

Signed on the portal
Versions and change requests
Renewals at 90-60-30 days
Installation and version history

Ready from day one

A new company opens with the configuration an industrial SME expects, an exemplary project template and a company formation system.

Base setup
Exemplary project template
Company formation
Shared knowledge layer