Aourix Academy
Learn Aourix, end to end.
Short screen recordings with voiceover, in the order you would set the platform up. Watch a lesson, do it in your own workspace, come back for the next one. New modules are added as they are recorded.
Foundations
What Aourix is, how the lead-to-cash loop works, and how to drive the workspace.
4:14Lesson 0.1What Aourix is, and who it’s for
The platform in four minutes: the loop, the six modules, Genie, and who it is built for.
1:54Lesson 0.2The lead-to-cash mental model
The one idea that makes every screen make sense — six steps, one record, many stages.
2:26Lesson 0.3Your workspace and Genie
A tour of the sidebar, tabs and lists, then your first two questions to Genie.
Setting up
Your account, your master data, your customers and your plant — everything to configure before real work starts.
1:51Lesson 1.1Your account and preferences
Profile, password and sign-in, theme, regional format, notifications and data export.
1:52Lesson 1.2Categories, subcategories and units
The backbone of item data: locked codes, your own labels, and the type and unit that drive everything downstream.
1:40Lesson 1.3Companies and contacts
Company versus contact, what each card tells you, and three habits that keep the data clean.
1:30Lesson 1.4Plants and production lines
Plant records, the "lines identical" flag, and how the line selector filters the whole workspace.
Sales
Leads, quotations, approvals and the numbers that tell you how sales is going.
1:35Lesson 2.1The Lead-to-Cash board
The six columns of the Lead-to-Cash board, what the counts mean, and how a deal moves right.
1:26Lesson 2.2Quotations and approvals
Building a quotation, the bill of quantity, pricing, and who has to approve what.
1:10Lesson 2.3Reading your sales numbers
The four sales numbers worth watching, and what each one is actually telling you.
1:19Lesson 2.4When a deal becomes work
What happens the moment a quote is won — the order, the production request, the handover.
Products
The catalogue, families and ranges, formulations and the R&D pipeline.
1:16Lesson 3.1The product catalogue
The catalogue as your single source of truth: codes, categories, status and ownership.
1:15Lesson 3.2Families, ranges and lines
Families, ranges and lines — why the distinction saves you hours later.
1:19Lesson 3.3Formulations and material dependencies
Formulations, the bill of materials, and how a product depends on what you stock.
1:13Lesson 3.4Material requests and the R&D pipeline
Material requests from R&D, the development pipeline, and the gate before launch.
Inventory
What you have, where it is, and how material moves in and out.
1:18Lesson 4.1The four inventory views
The four inventory views, and which question each one answers.
1:13Lesson 4.2Finding and adding items
Finding an item in seconds, and adding a new one so it stays findable.
1:12Lesson 4.3Material requests and returns
Requests and returns — the two movements that keep stock honest.
Production
Dashboard, planning board, running a batch and the schedule.
1:09Lesson 5.1The production dashboard
The production dashboard: how the plant is coping, in six numbers.
1:07Lesson 5.2The planning board
The planning board — ready to plan, batch groups, and where work is piling up.
1:22Lesson 5.3Running a batch
Running a batch from start to complete, and the one discipline that matters.
1:13Lesson 5.4The production schedule
The schedule: capacity, sequencing, and whether the promise you made fits.
Procurement
Plan, source, order and receive, then pay and hand to accounting.
1:17Lesson 6.1Procurement in four steps
Procurement in four steps — plan, source, order and receive, pay — and why the order matters.
1:05Lesson 6.2Plan — requests and consolidation
Turning demand into purchase requests, and consolidating so you buy once.
1:13Lesson 6.3Source — RFQs and suppliers
Requests for quotation, comparing suppliers fairly, and keeping the list useful.
1:10Lesson 6.4Order and receive
The purchase order, goods receipt, and why receiving is the step people rush.
1:30Lesson 6.5Pay, match and hand to accounting
The three-way match, what to approve, and handing clean records to your accountant.
Genie & Intelligence
Asking Genie well, the Intelligence Center, and your first week.
1:27Lesson 7.1Asking Genie well
How to ask Genie well — be specific, cross modules, and always check the record.
1:21Lesson 7.2The Intelligence Center
The Intelligence Center: analyses that persist, rerun and can be shared.
1:29Lesson 7.3Your first week on Aourix
A five-day plan to get Aourix running, and the habit to keep after that.