Your First Day¶

Create your admin account, configure your company, and learn your way around FilaOps.

What You'll Do¶

• Create the initial admin account in the eight-step setup wizard
• Load Bambu Lab-compatible example materials (optional but recommended)
• Import any existing products, customers, orders, and inventory from CSV
• Register your first printer
• Learn the sidebar navigation map
• Fill in your company settings before taking your first order

The Setup Wizard¶

When you visit FilaOps for the first time on a brand-new installation, the browser redirects automatically to /onboarding. The wizard runs exactly once — it is hidden from existing installations.

A progress bar at the top of the page shows Step N of 8 and the percentage complete. You can always click Back to return to the previous step.

Step 1 — Create Admin Account¶

Fill in every field and click Create Account & Continue.

Step 2 — Load Example Data¶

FilaOps offers to seed your database with a ready-to-use set of Bambu Lab-compatible materials. The checkbox defaults to checked (recommended).

What gets created when you click Load Example Data:

• 18 material types — PLA Basic, PLA Matte, PLA Silk, PETG, ABS, ASA, TPU, PA-CF, PC, and more
• 15 colors — Black, White, Gray, Red, Blue, Green, Yellow, Orange, Purple, Pink, Brown, Gold, Silver, Clear, and more
• 24 material + color combinations ready to assign inventory quantities to
• Example items in each catalog category (packaging, hardware, finished goods)

Uncheck the box and click Skip This Step to start with a completely empty database.

Step 3 — Import Products¶

Upload a CSV of your product catalog, or leave the file picker empty and click Skip This Step.

Expected CSV columns: SKU, Name, Description, Item Type, Unit, Standard Cost, Selling Price

You can run this import again any time from Inventory > Items.

Step 4 — Import Customers¶

Upload a CSV of your customer list, or skip.

Expected CSV columns: Email, First Name, Last Name, Company, Phone, and address fields.

After the wizard, the same import is available from Sales > Customers.

Step 5 — Import Orders¶

Choose your Order Source from the dropdown first, then upload a CSV:

Required columns: Order ID, Customer Email, Product SKU, Quantity

Optional columns: Customer Name, Shipping Address, Unit Price, Shipping Cost, Tax Amount

Step 6 — Import Inventory (Optional)¶

Upload a CSV of opening stock levels, keyed to your storage locations, or skip.

Expected CSV columns: SKU, Location, Quantity

Step 7 — Connect Your First Printer (Optional)¶

Register a printer now so FilaOps can track print jobs and material consumption from day one.

The printer code is generated automatically. Connection settings (IP address, API key, MQTT) are configured after setup from Operations > Printers.

Click Add Printer to register, or Skip to set up your fleet later.

Step 8 — Setup Complete¶

Click Go to Dashboard to enter FilaOps. The wizard will not appear again.

Finding Your Way Around¶

After the wizard, you land on the Command Center — the /admin home screen. This is the operational "what do I need to do right now?" view, showing today's action items, printer and resource status, and dispatch suggestions.

The left sidebar is your main navigation.

Sidebar Navigation Map¶

Group headers appear in uppercase. Items marked (admin only) are hidden for standard (non-admin) users.

Configure Your Company¶

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

The Settings page is organized into sections. Scroll through them, make your changes, and click Save Settings at the bottom.

Company Logo¶

Click Upload Logo (or Change Logo if one already exists) to upload a PNG, JPEG, GIF, or WebP image (max 2 MB). The logo appears in the navigation bar and on quote and invoice PDFs.

Company Information¶

Regional Settings¶

Changes take effect across the whole application immediately after saving — no page reload needed.

Tax Settings¶

If you collect sales tax or VAT:

1. Check Enable sales tax on quotes
2. Set Tax Rate (%) — e.g., 8.25 for 8.25%
3. Set Tax Name — e.g., Sales Tax or VAT
4. Optionally enter Tax Registration Number — printed on quote PDFs

Named tax rates: The Tax Rates section below the main toggle lets you define multiple named rates (e.g., GST, QST, VAT). When two or more rates are active, quotes show a rate selector dropdown automatically.

Quote Settings¶

Pricing¶

Default Target Margin (%) — used by the "Suggest Prices" tool on the Items page. Example: 71.43 gives a 3.5× markup. Formula: price = cost / (1 - margin% / 100).

Business Hours (Production Operations)¶

These hours apply to non-printer work centers in the production scheduler. Printer pools always run 20 hours/day (4 AM–12 AM) regardless of this setting.

Dispatch Settings¶

Auto-dispatch suggestions — when enabled, the Command Center automatically confirms the top-ranked production job for each idle printer on every refresh cycle. Jobs flagged with a maintenance warning are never auto-dispatched and always require operator review.

Leave this off until you are familiar with how dispatch suggestions work.

AI Configuration¶

AI provider settings (Anthropic API key, Ollama endpoint) have moved to Admin > Integrations. The Settings page shows a link to that page.

Click Save Settings when you are finished.

Recommended First Steps¶

Once your company info is saved, work through these in order:

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, shelf, or bin. You need at least one location before inventory quantities can be assigned to a place.

2. Add your materials — Go to Purchasing > Import Materials to bulk-import filament data from CSV, 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 standard cost.

4. Build Bills of Materials — Go to Inventory > Bill of Materials and create a recipe for each product — which materials and how much of each go into a finished unit.

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¶

• The Command Center is your daily home screen — it shows the operational view of what needs attention right now. Bookmark /admin.
• Locations first — receiving goods on a purchase order, running cycle counts, and shipping all require at least one location. Create it before anything else.
• Walk through the full lifecycle early — Quote → Order → Production → Ship is the fastest way to learn the system. Use example data so mistakes cost nothing.
• Set up Integrations before going live — if you use Shopify or QuickBooks, configure connectors in Admin > Integrations so data flows automatically from day one.

What's Next?¶

Quick Reference¶