Getting started

Circular OS brings your orders, documents and reports into one place. This guide walks through the first ten minutes.

1. Log in at your company’s Circular OS address with the account your administrator created. Single sign-on is used where your company has it.

2. Find your way around. The sidebar lists the areas you have access to: Orders, Operations, Documents, Reporting and Accounting. The bell in the top bar collects updates on your orders.

3. Open your first order. Orders lists every collection, newest first. Open one to see its status, the documents linked to it and the people involved.

4. Upload a document. Drag a delivery slip or invoice onto the order. Circular OS links it to the order and reads the weights for you.

Where to go next

Each area has its own guide in the sidebar. New features appear under What’s new as soon as they ship.