Your First Day¶

Create your admin account, load sample data, and take a guided tour of FilaOps.

What You'll Learn¶

• How to create your first admin account
• How to load example data so you can explore the system
• How to import your own products, customers, and orders
• Where everything lives in the sidebar navigation
• How to configure your company settings

The Setup Wizard¶

When you open FilaOps for the first time, the Onboarding Wizard walks you through seven quick steps. You only see this wizard once — on a brand-new installation with no users.

Step 1: Create Admin Account¶

Fill in the form with your details:

Click Create Admin Account. You're now logged in and the wizard advances automatically.

Step 2: Load Example Data¶

The wizard offers to populate your database with sample items and materials — filament types, example products, and standard units of measure. This is a great way to explore FilaOps before entering your own data.

• Load Example Data (recommended for first-time users) — creates sample PLA/ABS/PETG filaments, a few example products, color variants, and standard UOMs (grams, kilograms, meters, etc.)
• Skip — start with a completely empty database

Step 3: Import Products¶

Upload a CSV file containing your products, or click Skip to add products manually later. The CSV importer accepts columns like name, sku, description, selling_price, and cost.

Step 4: Import Customers¶

Upload a CSV of your customers (name, email, phone, address), or skip this step.

Step 5: Import Orders¶

Upload orders exported from your e-commerce platform (Etsy, Shopify, etc.) as CSV, or skip to enter orders manually.

Step 6: Import Inventory¶

Upload a CSV with current inventory levels, or skip and enter stock counts later using the Cycle Count feature.

Step 7: Complete¶

Click Go to Dashboard to enter FilaOps. The wizard is finished — you won't see it again.

Finding Your Way Around¶

After the wizard, you land on the Dashboard. The left sidebar is your main navigation. Here's a map of every section:

Sidebar Navigation¶

Configure Your Company¶

Before you start creating orders, take a minute to fill in your company details. Go to Admin > Settings.

Company Information¶

Tax Settings¶

If you collect sales tax, enable it here:

1. Toggle Tax Enabled to on
2. Set Tax Rate (percentage, e.g., 7.5)
3. Set Tax Name (e.g., "Sales Tax" or "VAT")
4. Optionally enter your Tax Registration Number

Quote Defaults¶

Configure defaults that apply to all new quotes:

• Default Validity Days — how many days a quote stays valid (default: 30)
• Quote Terms — standard terms and conditions text
• Quote Footer — footer text printed on quote PDFs

Business Hours¶

Set your operating schedule. This is used by the production scheduler:

• Hours — start and end time (e.g., 8 AM to 4 PM)
• Days Per Week — typically 5 for Monday-Friday operations
• Work Days — select which days of the week you operate

Company Logo¶

Upload your company logo by clicking the logo area at the top of the Settings page. The logo appears on quotes, invoices, and the navigation bar.

Click Save Settings when you're done.

Recommended First Steps¶

Once your company info is saved, here's a suggested order for setting up your data:

graph LR
    A[1. Add Locations] --> B[2. Add Materials]
    B --> C[3. Create Products]
    C --> D[4. Build BOMs]
    D --> E[5. Add Customers]
    E --> F[6. Create First Order]

1. Add storage locations — Go to Inventory > Locations and create your warehouse, shelves, or bins. You need at least one location before you can receive inventory.

2. Add your materials — Go to Inventory > Import Materials to bulk-import filament data, or go to Inventory > Items and click + New Item to add materials one at a time. Set the item type to Raw Material.

3. Create your products — In Inventory > Items, click + New Item and choose type Finished Good. Add your SKU, description, selling price, and cost.

4. Build Bills of Materials — Go to Inventory > Bill of Materials and define recipes for your products. A BOM tells FilaOps what materials (and how much) go into each product.

5. Add customers — Go to Sales > Customers and add your customer list, or import from CSV.

6. Create your first order — Go to Sales > Orders and click + New Order. Select a customer, add line items, and save.

Tips & Best Practices¶

• Bookmark the Dashboard — it gives you a quick snapshot of what needs attention each day.
• Set up locations first — many features (receiving, production, shipping) require at least one location.
• Use the Command Center for real-time monitoring — if you have printers connected via MQTT, the Command Center shows live status.
• Create a test order early — walking through the full order lifecycle (quote → order → production → ship) is the best way to learn the system.

What's Next?¶

Quick Reference¶