DigiTally

This feature is designed to speed up daily operational tasks and reduce navigation time during audits and stock management activities.

Accessing Quick Add

The Add Location option allows users to quickly create a new inventory location directly from the Dashboard.

Add Location

The Add Department option allows users to quickly create a new department directly from the Dashboard.

Add Department

The Add Product option allows users to quickly create a new product directly from the Dashboard.

Add Product

The Add Entry option allows users to quickly enter operational values directly from the Dashboard.

Add Entry

Bernard Treacy

The Quick Add feature allows users to quickly create Locations, Departments, Products, and operational entries directly from the Dashboard without navigating to separate management sections.

Quick Add

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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