App Navigation

• Left Hand Panel: Hover over icons to see the full name of each page.
• Home Button: Click the Breadboard logo at the top to return to the home page from anywhere on the platform.
• User Profile: Located at the bottom left, showing your company name and your name. Hover to see the full name. This section is branded to your company's colors, which can be edited in the settings section under export profiles.

Pages

• Projects
  • Overview: View all projects your team has ever worked on, including quotes, purchase orders, and more.
  • Filtering: Filter projects by customer, owner, date, status, and other criteria.
  • Functionality: Start a new quote, access previous quotes, and manage the status of your supply chain activities.

• Demand Aggregation
  • Purpose: Combine multiple BOMs from different projects.
  • Automation: Automatically determine shared components and show potential savings from ordering together versus separately.

• Customers
  • Management: Manage all your customer information in one place.
  • Bulk Upload: Contact support for assistance with uploading a large amount of customer data through the backend.

• Settings
  • Project Settings: Configure default batch sizes for projects.
  • Supplier Management: Enable or disable suppliers, manage contacts, and set up custom API pricing.
  • Export Profiles: Customize the platform to reflect your brand. Adjust export formats for quotes, BOM + labor and margin, POs, problem parts, raw data, ERP data dumps, and more.
  • Order Settings: Configure default settings for orders.

Need Help?

For any assistance or further customization, please contact our support team at support@breadboard.com. We are here to help you optimize your experience with Breadboard.

By familiarizing yourself with these sections, you’ll be able to navigate Breadboard efficiently and take full advantage of its capabilities.