# WorkSuite Help Center

## Docs

- [Activity Center](https://docs.silverfern.com/activity-center.md): Review notifications and approve or deny pending requests in one place
- [Availability Counting](https://docs.silverfern.com/availability/overview.md): Offline-capable inventory counting system
- [Release Notes](https://docs.silverfern.com/changelog.md): See what's new and improved in WorkSuite
- [February 2026](https://docs.silverfern.com/changelog/february-2026.md)
- [March 2026](https://docs.silverfern.com/changelog/march-2026.md)
- [Finish & Material Modes](https://docs.silverfern.com/count/finish-and-material.md): Lot changes, cycle counts, receiving, and shipping
- [COUNT Overview](https://docs.silverfern.com/count/introduction.md): Offline-first inventory app for retail counts, finish changes, and material handling
- [Retail Mode](https://docs.silverfern.com/count/retail.md): Store counts, drop offs, credits, and RFID scanning
- [Counting a Store](https://docs.silverfern.com/engage/counting.md): Select a location, scan or enter counts, and post them
- [History & Offline](https://docs.silverfern.com/engage/history-and-offline.md): Track posted, queued, and unposted counts
- [ENGAGE Overview](https://docs.silverfern.com/engage/introduction.md): Mobile store cycle counting with quick scan and offline support
- [EVENTS Overview](https://docs.silverfern.com/events/introduction.md): Mobile time and task tracking for production jobs
- [Jobs & History](https://docs.silverfern.com/events/jobs-and-history.md): Scan a job to see its tasks, and review completed work
- [Tracking Time](https://docs.silverfern.com/events/tracking-time.md): Start and stop timers, set headcount, and manage time entries
- [Save and Load Grid Layouts](https://docs.silverfern.com/fulfill/advanced-features/save-load-layouts.md): Learn how to save and restore custom grid column configurations
- [Advanced Grid Features](https://docs.silverfern.com/fulfill/advanced-grid-features.md): Master the AG Grid features used throughout WorkSuite
- [CSV Import Field Reference](https://docs.silverfern.com/fulfill/csv-import-field-reference.md): Complete field mappings and validation rules for all CSV imports
- [Adding New Customers](https://docs.silverfern.com/fulfill/customers/adding-customers.md): Step-by-step guide to adding new customers to your WorkSuite FULFILL™ system
- [Customer CSV Import](https://docs.silverfern.com/fulfill/customers/csv-import.md): Import multiple customers with locations, contacts, and billing addresses via CSV file
- [Managing Customer Details](https://docs.silverfern.com/fulfill/customers/customer-details.md): Learn how to view and edit detailed customer information in WorkSuite FULFILL™
- [Managing Customer Locations and Billing Addresses](https://docs.silverfern.com/fulfill/customers/managing-addresses.md): Learn how to set up and manage delivery locations and billing addresses for your customers
- [Managing Customer Contacts](https://docs.silverfern.com/fulfill/customers/managing-contacts.md): Learn how to add and manage multiple contact persons for your customers
- [Customer Management Overview](https://docs.silverfern.com/fulfill/customers/overview.md): Learn how to manage your greenhouse customers in WorkSuite FULFILL™
- [Store Classes](https://docs.silverfern.com/fulfill/customers/store-classes.md): Rank customer locations into classes (A/B/C) to prioritize replenishment and allocation
- [Glossary of Terms](https://docs.silverfern.com/fulfill/glossary.md): Key terms and definitions used in WorkSuite FULFILL™
- [Welcome to WorkSuite FULFILL™](https://docs.silverfern.com/fulfill/introduction.md): Your complete guide to managing customers, orders, and inventory for your business
- [Location CSV Import](https://docs.silverfern.com/fulfill/locations/csv-import.md): Bulk import warehouse locations with addresses via CSV file
- [Location Management](https://docs.silverfern.com/fulfill/locations/overview.md): Organize and manage warehouse locations in WorkSuite FULFILL™
- [Navigating WorkSuite FULFILL™](https://docs.silverfern.com/fulfill/navigation.md): Learn how to navigate around the WorkSuite FULFILL™ interface
- [Adding Items to Orders](https://docs.silverfern.com/fulfill/orders/adding-items.md): Learn how to add products to new or existing orders in WorkSuite FULFILL™
- [Creating New Orders](https://docs.silverfern.com/fulfill/orders/creating-orders.md): Learn how to create customer orders step-by-step in WorkSuite FULFILL™
- [Order CSV Import](https://docs.silverfern.com/fulfill/orders/csv-import.md): Bulk import customer orders with line items via CSV file
- [Inventory Allocation](https://docs.silverfern.com/fulfill/orders/inventory-allocation.md): Allocate order line items to specific warehouse locations and grades using automated strategies or manual entry
- [Master Orders](https://docs.silverfern.com/fulfill/orders/master-orders.md): Create and manage master orders for recurring customer deliveries in WorkSuite FULFILL™
- [Viewing Order Details](https://docs.silverfern.com/fulfill/orders/order-details.md): Learn how to view complete order information and track order history
- [Managing Order Status](https://docs.silverfern.com/fulfill/orders/order-status.md): Understanding and updating order status in WorkSuite FULFILL™
- [Order Management Overview](https://docs.silverfern.com/fulfill/orders/overview.md): Learn how to create, manage, and fulfill customer orders in WorkSuite FULFILL™
- [Viewing Invoice PDFs](https://docs.silverfern.com/fulfill/orders/printing-invoices.md): How to view and download invoice PDFs for shipped orders
- [Portal Users](https://docs.silverfern.com/fulfill/portal-users.md): Manage customer access to the WorkSuite customer portal
- [ERP Pricing](https://docs.silverfern.com/fulfill/pricing/erp-pricing.md): View and understand ERP-based pricing in WorkSuite FULFILL™
- [Pricing Overview](https://docs.silverfern.com/fulfill/pricing/overview.md): Learn how to set up pricing and price groups for your greenhouse customers
- [Setting Up Price Groups](https://docs.silverfern.com/fulfill/pricing/price-groups.md): Create and manage price groups for different customer types in WorkSuite FULFILL™
- [Setting and Managing Prices](https://docs.silverfern.com/fulfill/pricing/setting-prices.md): Learn how to set product prices and manage pricing for different customer groups in WorkSuite FULFILL™
- [Tax Authorities](https://docs.silverfern.com/fulfill/pricing/tax-authorities.md): Create and manage the tax authorities and rates that apply to taxable items on orders
- [Payment Terms](https://docs.silverfern.com/fulfill/pricing/terms.md): Create and manage payment terms like Net 15 and Net 30 for use on customer orders
- [Availability CSV Import](https://docs.silverfern.com/fulfill/products/availability-csv-import.md): Bulk import inventory counts into a staged availability session using a CSV file
- [Availability Management](https://docs.silverfern.com/fulfill/products/availability-management.md): Track item inventory using availability sessions in WorkSuite FULFILL™
- [Product Categories](https://docs.silverfern.com/fulfill/products/categories.md): Organize your item catalog with categories in WorkSuite FULFILL™
- [Category CSV Import](https://docs.silverfern.com/fulfill/products/category-csv-import.md): Bulk import item categories via CSV file
- [Item CSV Import](https://docs.silverfern.com/fulfill/products/csv-import.md): Bulk import items and product catalog via CSV file
- [Customer Item Mappings (SKU/UPC)](https://docs.silverfern.com/fulfill/products/customer-items.md): Map SKU and UPC codes to specific customers so each customer sees their own product identifiers
- [Item Upgrades](https://docs.silverfern.com/fulfill/products/item-upgrades.md): Configure optional add-ons on items and apply them to order lines with flat or percentage pricing
- [Item Management Overview](https://docs.silverfern.com/fulfill/products/overview.md): Learn how to manage your item catalog and track availability in WorkSuite FULFILL™
- [Quick Start Guide](https://docs.silverfern.com/fulfill/quick-start.md): Get up and running with WorkSuite FULFILL™ in minutes
- [Building Reports](https://docs.silverfern.com/fulfill/reports/building-reports.md): Design report layouts with the drag-and-drop report builder
- [Reports Overview](https://docs.silverfern.com/fulfill/reports/overview.md): Build, organize, run, and schedule custom reports in WorkSuite
- [Royalty Payouts Report](https://docs.silverfern.com/fulfill/reports/royalty-payouts.md): Aggregate frozen royalty totals by payee for orders shipped in a date range, with customer and category breakdowns
- [Scheduling Reports & Run History](https://docs.silverfern.com/fulfill/reports/scheduling-and-history.md): Deliver reports by email on a schedule and review past report runs
- [Settings](https://docs.silverfern.com/fulfill/settings/overview.md): Configure your personal WorkSuite preferences including theme and display options
- [Getting Started with WorkSuite](https://docs.silverfern.com/getting-started.md): Authentication, site selection, and first steps
- [Module Integration Guide](https://docs.silverfern.com/integration-guide.md): How WorkSuite modules work together for complete workflow management
- [Integrations](https://docs.silverfern.com/integrations.md): Connect WorkSuite with external systems to automate data flow
- [Accounting Integration](https://docs.silverfern.com/integrations/accounting.md): Connect QuickBooks Online or another accounting platform to sync invoices, accounts, tax rates, and pricing with WorkSuite
- [Intelligence (Beta)](https://docs.silverfern.com/intelligence.md): Early-access market intelligence dashboards, research, and reports inside WorkSuite
- [Material Overview](https://docs.silverfern.com/material/introduction.md): Track raw materials and manage vendor purchase orders in the Material module
- [Material Items](https://docs.silverfern.com/material/material-items.md): Track and manage material items and their location quantities
- [Vendor Purchase Orders](https://docs.silverfern.com/material/purchase-orders.md): Process and receive vendor purchase orders for material items
- [FULFILL™ and Your Accounting Software](https://docs.silverfern.com/migration/accounting.md): FULFILL handles orders, pricing, and shipping — your accounting software keeps the books. Here's exactly who does what.
- [Migration FAQ](https://docs.silverfern.com/migration/faq.md): Straight answers to the questions GrowPoint customers ask most about moving to FULFILL
- [Moving from GrowPoint to FULFILL](https://docs.silverfern.com/migration/from-growpoint.md): Your migration hub — what's already done, what to expect, and how to get started with FULFILL at your own pace
- [Browsing & Ordering](https://docs.silverfern.com/portal/browsing-and-ordering.md): How customers find items, build a cart, and submit orders
- [Customer Portal Overview](https://docs.silverfern.com/portal/introduction.md): A branded storefront where your customers browse availability and place orders
- [Orders & Account](https://docs.silverfern.com/portal/orders-and-account.md): Order tracking and account details for portal customers
- [Production Events](https://docs.silverfern.com/produce/events.md): Track material, task, and space events during production
- [PRODUCE™ Overview](https://docs.silverfern.com/produce/introduction.md): Plan and manage production workflows, recipes, events, and triggers
- [Labor Schedule](https://docs.silverfern.com/produce/labor-schedule.md): Plan and track labor assignments across production tasks and sites
- [Production Items](https://docs.silverfern.com/produce/production-items.md): Manage production catalogs, categories, and items
- [Vendor Purchase Orders](https://docs.silverfern.com/produce/purchasing-orders.md): Create and manage vendor purchase orders for materials used in production
- [Production Recipes](https://docs.silverfern.com/produce/recipes.md): Create and manage production recipes with materials, tasks, and space requirements
- [Space Planning](https://docs.silverfern.com/produce/space-planning.md): Plan and manage greenhouse space allocation with the Setup View
- [Production Triggers](https://docs.silverfern.com/produce/triggers.md): Configure automated production triggers based on dates and events
- [Restock Dashboard](https://docs.silverfern.com/restock/dashboard.md): Monitor replenishment health across all locations with KPI tiles, demand and supply grids, and SKU filtering
- [Data Management: Containers](https://docs.silverfern.com/restock/data-management-containers.md): Define and manage container configurations for shipping items
- [Data Management: Defaults](https://docs.silverfern.com/restock/data-management-defaults.md): Configure default settings for demand calculation algorithms
- [Delivery Schedules](https://docs.silverfern.com/restock/data-management-delivery-schedules.md): Create and manage delivery schedules to control which days locations receive restocking deliveries
- [Data Management: Items](https://docs.silverfern.com/restock/data-management-items.md): Manage item configurations, containers, pricing, and replenishment rules
- [Data Management: Locations](https://docs.silverfern.com/restock/data-management-locations.md): Manage location configurations, notes, and location-specific replenishment rules
- [Data Management: Orders](https://docs.silverfern.com/restock/data-management-orders.md): Create and manage demand-based replenishment orders with intelligent allocation
- [Data Management: Rules](https://docs.silverfern.com/restock/data-management-rules.md): Configure blocking and promotion rules to control replenishment ordering
- [DBR Sessions](https://docs.silverfern.com/restock/dbr-sessions.md): Create and manage Demand-Based Replenishment sessions for store orders
- [RESTOCK™ Overview](https://docs.silverfern.com/restock/introduction.md): Manage load lists for route-based delivery and station-to-station transfers
- [Load List Management](https://docs.silverfern.com/restock/load-lists.md): Create and manage load list sessions for route delivery and station transfers
- [Session Workflows](https://docs.silverfern.com/restock/session-workflows.md): Step-by-step workflows for route delivery and station transfer sessions
- [Shrink Entry](https://docs.silverfern.com/shrink/introduction.md): Record production losses against jobs from a mobile device and track yield variance
- [User Access & First Login](https://docs.silverfern.com/user-access.md): How new users join WorkSuite — invitation email, password setup, and first sign-in
- [History & Offline](https://docs.silverfern.com/verify/history-and-offline.md): Review past verifications and how offline queuing works
- [VERIFY Overview](https://docs.silverfern.com/verify/introduction.md): Mobile order verification with barcode scanning and offline support
- [Verifying Orders](https://docs.silverfern.com/verify/verifying-orders.md): Scan or count items on an order and submit a verification