PORTWARE. Handbook
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PORTWARE

Handbook

The whole system, in an order you can read from start to finish: what it is, how it is used and the daily flow of every process.

Chapters: 33Version: PORTWARE 19.0

Introduction

  1. 0How to read this bookWho the book is written for, the order to read it in and what the boxes in it mean.

I · The system

  1. 1What PORTWARE isWhat an enterprise system built on the world's most widely used open-source business-management core and combined with an office suite and artificial intelligence is, and why it was built that way.
  2. 2Getting to know the interfaceThe side panel, tab strip, search, app memory, help button and mobile shell — how the screen differs from the standard core, and why.
  3. 3The first dayGetting your account, looking at the right company, seeing what your permissions mean and opening your first record.

II · Daily work

  1. 4Anatomy of a recordForm, list, conversation stream, attachments, version history and archive — the common structure every record in the system shares.
  2. 5Assigning and following workActivities, tasks raised from records, the Activity Center, the permanent activity ledger, handover, priority and the always-visible agenda.
  3. 6Searching and findingThree separate search layers, filters, grouping, saved favourites and where to look when you cannot find a record.
  4. 7Reports, dashboards and printingThe ways from a screen to a report, live dashboards, the spreadsheet and the layout of printed documents.

III · Documents

  1. 8PORTWARE Office — editing documents in the browserOpening Word, Excel and presentation files on top of the record, writing together, using templates and the AI inside the editor.
  2. 9Version history and differencesHow an office document's history is kept, how two versions are compared and why restoring does not delete.
  3. 10HTML documents and page designThe system's own document format: HTML documents that live in the chatter and can be designed, drawn on and versioned.
  4. 11SOTION, drawing and CADSOTION as a knowledge base, SODRAW for diagrams, exTable for tables and the CAD viewer that opens technical files in the browser.

IV · Cowork AI

  1. 12Cowork — what it is and how it thinksThe artificial intelligence assistant inside the system: providers, tiers, pinning a model, the thinking budget and cost.
  2. 13Tools and groundingWhich tools Cowork calls, how it reads the inside of attachments, what it counts as evidence and the layers that stop it making things up.
  3. 14Working patterns with CoworkRequest patterns that give good results, real examples of use and what not to ask Cowork for.
  4. 15AI in the office, the briefing and learningThe assistant inside Word and Excel, the morning briefing and the system learning from its own use.

V · Commercial processes

  1. 16From CRM to invoiceThe route a deal takes from lead to collection, which record is created at each stop and PORTWARE's additions on the sales screen.
  2. 17Inventory, purchasing, manufacturing, quality and PLMThe structure of product data, stock moves, the purchasing chain, manufacturing, quality management (nonconformity, 8D, AQL, calibration) and the product life cycle.
  3. 18HR, payroll and field serviceThe employee record, time off, payroll, document tracking, recruitment and managing work in the field.
  4. 19Accounting and Turkish localisationThe chart of accounts, invoices, payments, bank reconciliation and the e-Invoice/e-Archive chain.
  5. 20Finance I — Performance: measures, KPIs and financial statementsA single definition for every figure; the scorecard, financial statements and KPIs read from the same source.
  6. 21Finance II — Budget: plan, control, drivers and cashThe life of a budget, the grid's six modes, scenario comparison, control that stops documents, driver-based planning, volume/price variance and 13-week cash.
  7. 22Finance III — OKR: from objective to key resultObjective, key result, check-in and confidence; an objective setting the scorecard's target.
  8. 23Budget management, planning and analysisA lesson independent of the product: budget types, preparation approaches, variance analysis, commitment accounting and the FP&A cycle.

VI · Projects and planning

  1. 24Project management — concepts and methodologiesScrum, Kanban, Waterfall and Stage-Gate; flow, work-in-progress limits, velocity, estimation and capacity arithmetic.
  2. 25Projects in PORTWARE: methodology, sprints, backlog and releasesA project choosing its own method, the sprint and backlog board, the burndown chart, releases, components and typed links.
  3. 26Timeline, planning and loadThe planned window, whose hours and how many, planning on the calendar, My Work, the Timeline, team load and flow reports.

VII · Web and dealers

  1. 27Corporate website and catalogueThe product catalogue, the document centre, the selection guide, the quote basket and how the site's content relates to the ERP.
  2. 28The dealer channelThe catalogue a dealer sees with their own prices, the request–order life cycle, discount caps and a single timeline.

VIII · Communication

  1. 29Meeting assistantRecording on request, a speaker-attributed Turkish transcript, the note an expert in your business would write, and actions that become tasks in one click.
  2. 30Mail, notifications and everything that goes outThe approval gate for outgoing mail, signatures, calendar invitations, notification channels and not leaking information outside.

IX · Administration

  1. 31Security and the access modelThe difference between access rights and record rules, common traps, outward-facing endpoints and password discipline.

Appendix

  1. 32GlossaryWhat the terms used in the book and the interface mean.