Browse by topic. Each section covers the questions we hear most often. If you can't find what you need, open a ticket and we'll get you sorted.
Everything related to running production: creating work orders, building routings, scheduling jobs across machines, and tracking what's happening on the floor.
From the main dashboard, go to Production → Work Orders → New. Select the item you're producing, the quantity, and the due date. Nodal Shopfloor will auto-populate the routing and BOM based on the item's setup.
If the item doesn't have a routing yet, you'll be prompted to either pick a template or build one inline.
Go to Production → Schedule. The default view shows the next 7 days across all active work centers. Use the filter at the top to narrow by line, shift, or work order status.
Shopfloor operators see a simplified version of this same view from the floor terminal.
Drag and drop on the schedule view. Or open the work order and edit the start date directly. Nodal Shopfloor will warn you if the change conflicts with material availability or another job on the same machine.
Open the work order, click the routing step you want to assign, and pick the work center from the dropdown. If multiple machines can run the step, Nodal Shopfloor defaults to the one with the earliest available slot.
Three common reasons:
Draft status: it needs to be Released to appear on the floor.Operators report production from the floor terminal as they finish each step. The reported quantity, scrap, and any operator notes flow back into the work order in real time.
Supervisors can review and post completion from Production → Work Orders → In Progress.
Managing what's on the shelf, what's on order, and what goes into what. Includes receiving, vendor setup, and bill of materials maintenance.
Go to Inventory → Stock Levels. You'll see on-hand, committed, available, and on-order quantities for every item across every location.
Click any item to drill into transaction history, lot/serial detail, and reorder settings.
Two ways. From Purchasing → New PO, pick a vendor and add line items manually. Or from the Reorder Suggestions view, select recommended items and Nodal Shopfloor generates POs grouped by vendor.
Go to Purchasing → Vendors → New. Required fields are name, payment terms, and remit-to address. Everything else (contacts, lead times, preferred items) can be filled in over time.
Open the PO, click Receive, and enter the quantity received against each line. Partial receipts are supported: the PO stays open until everything is in.
Receiving updates stock levels immediately and creates the inventory transactions that flow to your accounting system.
Open the parent item, click the BOM tab, and add or remove components. Changes apply to new work orders only: work orders already in progress keep their original BOM snapshot.
For versioned BOMs, create a new revision instead of overwriting the existing one.
On any item, go to the Inventory Settings tab. Set the reorder point (when to reorder) and the reorder quantity (how much to order). Safety stock is a separate field for the buffer you want to keep on hand.
Nodal Shopfloor uses these to generate reorder suggestions daily.
Standard connectors for the systems you already use, plus a REST API and webhooks for anything custom.
Go to Settings → Integrations → QuickBooks. Click Connect and sign into your QuickBooks account. Nodal Shopfloor will pull your chart of accounts, customers, and vendors automatically.
Sync runs every 15 minutes by default. Push direction (Nodal Shopfloor → QuickBooks or both ways) is configurable per data type.
From Settings → Integrations → Shopify, enter your Shopify store URL and authorize the connection. You'll be asked to map Shopify product SKUs to Nodal Shopfloor item codes.
Once mapped, orders flow into Nodal Shopfloor as sales orders, and inventory updates push back to Shopify in near real-time.
We support standard X12 transactions (850, 855, 856, 810, 820) and EDIFACT for international partners. Most major retailers and 3PLs work out of the box.
If you have a partner with custom mapping requirements, open a Development ticket and we'll scope the integration.
Go to Settings → Developer → API Keys. Click Generate New Key, give it a name, and pick the permission scope. Store the key somewhere safe: you won't be able to see it again after this screen.
Keys can be revoked at any time without affecting other keys.
From Settings → Developer → Webhooks, add your endpoint URL and pick the events you want to subscribe to. Use the Send Test button to fire a sample payload to your endpoint.
The Recent Deliveries log shows every webhook attempt with full request and response data: useful for debugging.
Standard plans get 60 requests per minute per API key. Higher tiers get 600 per minute. Webhook deliveries don't count against the limit.
If you're pushing batch loads of data, use the bulk endpoints instead: they accept up to 1,000 records per request.
Everything related to your Nodal Shopfloor subscription: managing users, updating payment methods, changing plans, and accessing past invoices.
Go to Settings → Billing → Invoices. You'll see every invoice from the day you signed up, with download links for PDF copies.
Need an invoice resent to a different email? Reply to support@nodalerp.com and we'll handle it.
From Settings → Users, click Invite User. Enter their email and pick a role. They'll get an email to set their password and log in.
Adding a seat above your plan limit triggers a prorated charge for the rest of the billing period. Removing a seat doesn't issue a refund, but the slot is reclaimed at the next renewal.
Go to Settings → Billing → Plan. Pick the new tier and confirm. Upgrades take effect immediately and are prorated. Downgrades take effect at the end of your current billing period.
From Settings → Billing → Payment Method, click Update. We accept all major credit cards and ACH for annual plans. The new method is used starting with your next invoice.
Your renewal date is shown at the top of the Billing page. Monthly plans renew on the same day each month; annual plans renew on the anniversary of your signup.
We send a reminder email 14 days before any annual renewal.
From Settings → Billing → Plan → Cancel Subscription. Your account stays active until the end of the current billing period: you won't lose data or access mid-cycle.
If you're cancelling because something isn't working, email support@nodalerp.com first. We'd rather fix the problem than lose you.
Didn't find an answer? Open a ticket and we'll route it to the right team, fast.