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Introduction

Welcome to the Velosity Help Documentation, your comprehensive guide to navigating and maximizing the potential of Velosity's innovative software solution. Designed specifically for businesses engaged in build-to-order (BTO) product management, Velosity streamlines and revolutionizes the processes of quoting, scheduling, and overall production management.

Table of Contents

Table of Contents

Understanding Velosity

At Velosity, we understand the unique challenges faced by companies in the BTO sector. Our platform is tailored to address these challenges by providing a suite of tools that enhance operational efficiency, accuracy, and customer satisfaction. From generating rapid and precise quotes to optimizing production schedules, Velosity equips your business with the capabilities needed to excel in today's competitive market.

This documentation is structured to guide you through each feature of the Velosity platform, offering detailed insights and step-by-step instructions. Whether you are a new user familiarizing yourself with the basics or an experienced user seeking to delve deeper into advanced functionalities, this guide is designed to support your journey.

What to Expect in This Guide

  • SmartQuote: A dedicated section on SmartQuote, our dynamic tool for rapid and accurate quoting.

  • SalesQuote: Insights into creating and managing sales quotes efficiently.

  • SalesOrders: Guidance on the comprehensive management of sales orders.

  • Production: Strategies for optimizing your production processes and schedules.

  • Customers: Best practices for managing customer information and fostering strong relationships

  • Items: How to effectively manage your items and inventory within Velosity

  • Admin: Understanding administrative controls and customization of the Velosity platform

  • Documents: Tips for managing business documents through Velosity

  • About: Additional information about Velosity, our vision, and how our solutions are crafted to meet your build-to-order challenges

As you explore the Velosity platform through this documentation, you will discover how each feature is intricately designed to support and enhance your business operations. We invite you to dive into this guide and unlock the full potential of Velosity for your business success.

Velosity in Action

Entities

Click here to learn how each of the major entities are related.