NorthForm Metals

Dashboard

📋 Stock Sheet Requirements

⏳ Pending Orders

Quotes

Orders

Shop Floor

Manufacturing

Shipping & Receiving

Inventory Management

Projects

📷 Scanner

Setup

Data Management

📱 Android App

Download and install the NorthForm Metals app on your Android device.

⬇ Download Android App

Customer Portal

Open Portal Admin

📷 Scanner App

Open Scanner App

📡 Devices

📧 Microsoft 365 Email

Register an app in Azure AD, then paste the Client ID here. Staff connect their own accounts from their profile.

Azure App Client ID

Tenant ID (leave as "common" for any M365 account)

Azure AD setup steps:
1. Go to portal.azure.com → Azure Active Directory → App registrations → New registration
2. Under Authentication → Add platform → Single-page application → Redirect URI:
3. Under API permissions → Add → Microsoft Graph → Delegated → Mail.Send, offline_access, User.Read
4. Copy the Application (client) ID and paste it above

💼 QuickBooks Online Integration

Employees

Customer Portal Users

Customer accounts are created via invite from the customer record.