Get started in SecturaFAB with this guide. You will be able to understand the dashboard and key areas of including:
- Navigate SecturaFAB's homepage.
- Understand key customization within settings.
- Edit/Add products and quotes
Logging into SecturaFAB
Navigate to www.secturafab.com
After logging in you will now see your homepage.
Quick Action links for important items such as
- Quotes: A complete quote history of all processed quotes.
- New Quote: Start a new quote.
- Quote Control Panel: A quote dashboard providing data.
Other quick action links:
-Quote Request: Request a quote from an outside SecturaFAB organization (RFQ)
-Organizations: Visibility to customers or organizations you quote for.
-Contacts: Email contacts you send quotes to.
-Vendors: Outsource partners.
-Dashboards: Quick link to quote/order dashboards.
-Help: SecturaFAB's support library.
SecturaFAB Settings
Navigate to settings for quick customization of your tenant.
Key customizations:
- Production: The product box gives insight into information such as equipment, operations, routings, and rules.
- Products: Upload product definitions and more shapes to the SecturaFAB shape library.
- Inventory: Make adjustments/upload to material types, thickness maps, and company locations.
SecturaFAB Customer Resource Manager (CRM)
SecturaFAB CRM is a built-in Customer Resource Manager that allows for quick upload of customer information in three ways.
- By contact: upload your company contact list by imputing information such as organization, comments, lead source, and status.
- By Organization: upload organizations including financial details, linking contacts, website, address, and main sales location.
- By Vendor: upload vendor partners similar to organizations. Include information such as comments, status, and ship via.
SecturaFAB Products
Adding new products or editing existing products within SecturaFAB can be easily done using the product's quick action link.
Products are based on category including Linear Products, Sheets, Plates, and parts. The products link also gives quick access to any configurations you have built along with price lists you have saved.
SecturaFAB Quotes
Navigating to the Quotes section within SecturaFAB gives visibility to every quote completed within the environment. Filter the quotes by quote or reference number, description, sales rep, organization, etc.
Also easily edit any existing quote or view important information through the arrow drop-down on each quote.
Congratulations! Explore more resources in our knowledgebase such as uploading and editing a DXF file.