Help centre
Help centre
How Baylogik works, step by step: from a new workspace to a quote your customer accepts online.
14 screens · at your own pace
Watch the demo
Click through real screens, from an empty chiller dock to an accepted quote with used stock drawn down. No sign-up, go at your own pace.
32 articles
Getting started
- Getting startedThe steps from a new workspace to your first sent quote.
- Take the interactive tourThe guided tour of your workspace, the top bar, and a click-through of Baylogik from room to signed quote.
- Feature requests and problem reportsWhat's new, requesting and voting for features, and reporting a problem.
Set up
- Brand your workspaceLogo, colours and the proposal your customers see.
- Choose your catalogueEnable the brands you sell, and add your own frames, beams and services.
- Your own load tablesEnter manufacturers' load tables with their source and date, so your parts are rated from them (Team).
- Price your rackingCost, sell and margin, lead times, and editing prices in Excel.
- Import a supplier price fileUpdate prices and supplier costs from a supplier's CSV or Excel file, with a preview and undo.
- SuppliersYour vendors and distributors: their codes for your products, their costs, and which one sets your prices.
- Tax and currencyPick your country for GST or VAT and your currency, or set your own rate.
Stock
- Used pricing and stockOffer used equipment alongside new, and count the stock you hold.
- Stock locations, transfers and countsHold stock in yards, stores and vans, move it between them and count it.
- Correct a stock movementPut right a receipt, count or write-off recorded wrongly, or return sold stock.
- Import and export stockCount stock in a spreadsheet and load the counts back, with a review first.
- New stock and lead timesCount new stock and tell customers how long ordered-in items take.
Customers and sales
Design and quote
- ProjectsFind a job, see its layout and quotes, and open it in the designer.
- Design a layoutRooms, racking choices, walkways and the 3D view.
- Doors, exits and docksMark exits, docks and stairs in the warehouse designer, and read the route checks.
- Create and send a quoteGenerate, review and send a priced, branded proposal.
- Discounts and end datesGive a quote a discount, set the day it ends, and what happens after that.
- Quote new, used or bothLet the customer choose new or used line by line.
Day to day
- Your dashboardQuote health, what needs a decision today, and your tasks for the week.
- Tasks and follow-upsGive each follow-up an owner and a due date, and record what was done.
- The calendarTasks, quote expiry, deliveries, installations and price changes by day, week or month.
- Subscribe to your calendarSee your Baylogik dates in Google Calendar, Outlook or Apple Calendar.
Team and security
Plans and billing
Latest: 1.39.0 · Doors, exits and docks
Release notes
What changed in each Baylogik release, in plain English.
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