# ION Manual

## Docs

- [Introduction](https://docs.firstresonance.io/index.md): What ION is, how this manual is organized, and where to start by role.
- [ION basics](https://docs.firstresonance.io/getting-started/ion-basics.md): Global tools for working in ION: the dashboard, Search, personal settings, chat support and tickets, the sandbox, and supported browsers and devices.
- [CXOs](https://docs.firstresonance.io/getting-started/role-guides/cxos.md): How executives and cross-functional leaders use ION: analytics, the data spine, and the questions ION can answer about your operation.
- [Design Engineering](https://docs.firstresonance.io/getting-started/role-guides/design-engineering.md): How design engineers use ION: releasing parts and BOMs, authoring procedures, and keeping the design intent connected to what actually gets built.
- [Manufacturing Engineering](https://docs.firstresonance.io/getting-started/role-guides/manufacturing-engineering.md): How manufacturing engineers use ION: process design, scheduling, NPI, resource planning, and turning floor signal into upstream improvements.
- [Production Technicians and Operators](https://docs.firstresonance.io/getting-started/role-guides/production-technicians-and-operators.md): How floor operators use ION: run execution, scanning parts, capturing data, and raising issues without leaving your workstation.
- [Purchasing and Supply Chain Specialists](https://docs.firstresonance.io/getting-started/role-guides/purchasing-and-supply-chain-specialists.md): How purchasing and supply chain teams use ION: POs, receiving, inventory, supplier data, and feeding real consumption signal into MRP.
- [Quality Engineering](https://docs.firstresonance.io/getting-started/role-guides/quality-engineering.md): How quality engineers use ION: issues and NCRs, dispositions, CAPA workflows, and turning manufacturing data into upstream improvements.
- [Overview](https://docs.firstresonance.io/build-hardware/parts/index.md): How ION models a part: its identity, revisions, fields, tracking type, and link to physical inventory.
- [Manage parts](https://docs.firstresonance.io/build-hardware/parts/creating-managing.md): Add a part to the Parts Library, edit it through its lifecycle, manage revisions, and archive parts that are out of production.
- [Set a part's revision scheme](https://docs.firstresonance.io/build-hardware/parts/revision-schemes.md): Assign a revision scheme when creating a part, or move an existing part to a different scheme by casting or resetting.
- [Serial and lot tracking](https://docs.firstresonance.io/build-hardware/parts/serial-lot-tracking.md): The three part tracking types and how to pick the right one for each part.
- [Search parts and reach inventory](https://docs.firstresonance.io/build-hardware/parts/inventory-search.md): Search and filter the Parts Library, then navigate from a part to its on-hand inventory.
- [Overview](https://docs.firstresonance.io/build-hardware/bills-of-materials/index.md): How ION models a build's parts list: the mBOM plan, the aBOM record, and the build requirements that bridge them at run time.
- [Manufacturing BOM (mBOM)](https://docs.firstresonance.io/build-hardware/bills-of-materials/manufacturing-bom.md): How the manufacturing BOM defines the planned structure of a build, including line items, quantities, alternates, and how runs consume it.
- [As-built BOM (aBOM)](https://docs.firstresonance.io/build-hardware/bills-of-materials/as-built-bom.md): How the as-built BOM captures what was actually installed at run time, including parent/child hierarchy, traceability queries, and the relationship between aBOM and mBOM.
- [Trace as-built inventory](https://docs.firstresonance.io/build-hardware/bills-of-materials/trace-as-built.md): Explore a unit's as-built genealogy interactively: what was installed into it, and which parent assemblies contain it.
- [Edit build requirements](https://docs.firstresonance.io/build-hardware/bills-of-materials/editing-build-requirements.md): Add, remove, and configure build requirements on an aBOM, including quantities, substitutes, reference designators, and Made on Assembly parts.
- [Alternates and substitutes](https://docs.firstresonance.io/build-hardware/bills-of-materials/substitutes.md): How to configure interchangeable parts on the mBOM, and how operators install substitutes during runs without filing deviations.
- [Reference designators](https://docs.firstresonance.io/build-hardware/bills-of-materials/reference-designators.md): Positional identifiers on a build requirement, including when to use them, how operators install against specific positions, and why they matter for traceability.
- [Made on assembly (MOA)](https://docs.firstresonance.io/build-hardware/bills-of-materials/made-on-assembly.md): Sub-assemblies that get built directly onto the parent rather than as separate runs, including when to use MOA, how it changes the workflow, how it preserves traceability, and how to fix missing installs.
- [Manage BOM versions](https://docs.firstresonance.io/build-hardware/bills-of-materials/versions.md): How mBOMs are versioned over time, what triggers a new version, and how in-flight runs handle BOM changes.
- [Overview](https://docs.firstresonance.io/build-hardware/procedures/index.md): How ION models a procedure: its steps, step types, fields, standard steps, part links, and review lifecycle.
- [Create and release a procedure](https://docs.firstresonance.io/build-hardware/procedures/create-and-release-a-procedure.md): Create a procedure, edit its metadata, version it, and move it through review to Released.
- [Manage procedure steps](https://docs.firstresonance.io/build-hardware/procedures/manage-procedure-steps.md): Add steps to a procedure, configure them as content or datagrid steps, and copy, nest, reorder, and locate them.
- [Step field types](https://docs.firstresonance.io/build-hardware/procedures/step-field-types.md): Reference for the data-collection field types you can add to a step to capture operator input, readings, signatures, and files.
- [Manage standard steps](https://docs.firstresonance.io/build-hardware/procedures/standard-steps.md): Create, review, and reuse standard steps so shared instructions stay in sync across every procedure and run that uses them.
- [Link a part to a procedure](https://docs.firstresonance.io/build-hardware/procedures/part-procedure-relationship.md): Associate a procedure with the parts it produces or inspects, then approve the association so the procedure can start a run.
- [Manage step dependencies](https://docs.firstresonance.io/build-hardware/procedures/procedure-dependency-manager.md): Manage which steps depend on others so changes propagate correctly.
- [Assign installation requirements](https://docs.firstresonance.io/build-hardware/procedures/installation-requirements-beta.md): Add installation-requirement steps that tie build requirements to procedure steps with traceability.
- [Print a procedure report](https://docs.firstresonance.io/build-hardware/procedures/print-a-procedure-report.md): Produce a complete printed or PDF copy of a procedure, choosing which sections to include.
- [Procedure best practices](https://docs.firstresonance.io/build-hardware/procedures/procedure-best-practices.md): Patterns for combining steps, standard steps, and nesting to build procedures that scale.
- [Overview](https://docs.firstresonance.io/build-hardware/runs-and-execution/index.md): How ION models a run: its steps, states and rollups, batches, and the as-built record it produces.
- [Create a run](https://docs.firstresonance.io/build-hardware/runs-and-execution/starting-a-run.md): Create a run by binding a procedure to a part inventory, configure pre-run options, and assign it to an operator or work center.
- [Run steps at a work center](https://docs.firstresonance.io/build-hardware/runs-and-execution/workcenter-execution.md): Work a queue of open run steps for a single work center, completing them in sequence and delivering each to its next location.
- [Run a step](https://docs.firstresonance.io/build-hardware/runs-and-execution/step-execution.md): Run a step through fields, measurements, pass/fail, approval gates, sign-off, and the failure paths.
- [Manage run batches](https://docs.firstresonance.io/build-hardware/runs-and-execution/run-batches.md): Group runs that share steps so a single sign-off, redline, or status change propagates to every batched run at once.
- [Schedule a run](https://docs.firstresonance.io/build-hardware/runs-and-execution/scheduling.md): How to schedule runs in ION and view your factory schedule.
- [Split inventory on a run](https://docs.firstresonance.io/build-hardware/runs-and-execution/split-inventory-on-a-run.md): Split a subset of in-process units off a run into a separate inventory location while the rest of the run continues.
- [Send a step to outside processing](https://docs.firstresonance.io/build-hardware/runs-and-execution/outside-processing.md): Send a part and an in-process operation out to a supplier on a purchase order, then receive it back into the run.
- [Time tracking](https://docs.firstresonance.io/build-hardware/runs-and-execution/time-tracking.md): Review and edit the check-in and check-out sessions that capture labor time on run steps.
- [Redline a run](https://docs.firstresonance.io/build-hardware/runs-and-execution/redlines-and-deviations.md): Modify a procedure mid-run when reality diverges from the plan, adding steps, editing fields, and documenting deviations without losing traceability or breaking parallel batched runs.
- [Complete and review a run](https://docs.firstresonance.io/build-hardware/runs-and-execution/completion-and-review.md): Move a run to complete, run the data-review checklist, close open redlines and issues, and produce the records downstream consumers will need.
- [Print a run report](https://docs.firstresonance.io/build-hardware/runs-and-execution/print-a-run-report.md): Produce a printed or PDF record of a run, choosing which sections to include.
- [Export run data](https://docs.firstresonance.io/build-hardware/runs-and-execution/export-runs-data.md): Export a run's data, optionally bundled with its attachments, from the run's More options menu.
- [Manage run and run step attributes](https://docs.firstresonance.io/build-hardware/runs-and-execution/attributes.md): Add user-defined data fields to a run or a run step with custom attributes, set at run creation or edited from the run Overview and the run step right rail.
- [Place a run step on hold](https://docs.firstresonance.io/build-hardware/runs-and-execution/runs-best-practices.md): Put a run step on hold and comment the reason so others can see why work is paused.
- [Overview](https://docs.firstresonance.io/build-hardware/locations-and-work-centers/index.md): How ION models your factory: locations, their types and hierarchy, and the work center as a location that executes runs.
- [Manage locations](https://docs.firstresonance.io/build-hardware/locations-and-work-centers/manage-locations.md): Create locations, organize them into a hierarchy, edit their details, and archive or delete them from the Factory area.
- [Set up a work center](https://docs.firstresonance.io/build-hardware/locations-and-work-centers/set-up-a-work-center.md): Designate a location as a work center so operators can execute runs and run steps there.
- [Overview](https://docs.firstresonance.io/build-hardware/labels-and-scanning/index.md): How ION labels physical material and turns scans into traceable transactions: barcode format, print paths, templates, and scan-to-action workflows.
- [Print a label](https://docs.firstresonance.io/build-hardware/labels-and-scanning/printing.md): Pick a label template, choose a printer, and print barcode labels over the browser or print-server path.
- [Configure Zebra Browser Print](https://docs.firstresonance.io/build-hardware/labels-and-scanning/printing/configuring-printing-in-ion.md): Download Zebra Browser Print and connect it to ION for workstation-attached Zebra printer support.
- [Configure PrintNode server printing](https://docs.firstresonance.io/build-hardware/labels-and-scanning/printing/server-based-barcode-printing-printnode.md): Connect ION to PrintNode so printers are managed centrally and operators can print from any workstation without local setup.
- [Scanning](https://docs.firstresonance.io/build-hardware/labels-and-scanning/scanning.md): How barcode scanning works in ION and the scan-to-action workflows it enables.
- [Scan barcodes from other systems](https://docs.firstresonance.io/build-hardware/labels-and-scanning/scanning/scan-barcodes-from-other-systems.md): Configure ION to recognize barcodes from external systems using regex patterns or JSON field mappings.
- [Create label templates](https://docs.firstresonance.io/build-hardware/labels-and-scanning/templating.md): Author ZPL barcode label templates in organization settings using variables to inject entity data like serial numbers, part numbers, and run IDs.
- [Sample templates](https://docs.firstresonance.io/build-hardware/labels-and-scanning/templating/sample-templates.md): Starting-point ZPL label templates for inventory, kit, and location labels to copy and adapt for your org.
- [Overview](https://docs.firstresonance.io/build-hardware/tools/index.md): How ION models a tool: a tool model as a part, its serialized inventory, subtypes, maintenance interval, and derived maintenance status.
- [Manage tool models](https://docs.firstresonance.io/build-hardware/tools/manage-tool-models.md): Create tool models in the Tools Library, categorize them with subtypes, set maintenance intervals, revise them, and delete them.
- [Manage tool inventory](https://docs.firstresonance.io/build-hardware/tools/manage-tool-inventory.md): Add individual serialized tool units, record their last service date, and track maintenance status and service due dates.
- [Record tool usage on a run](https://docs.firstresonance.io/build-hardware/tools/record-tool-usage.md): Require a tool on a procedure step with a Tool field, then log which tool was used during run execution.
- [Overview](https://docs.firstresonance.io/manage-supply-chain/purchasing/index.md): How ION models a purchase order: its lines, statuses, purchase types, and links to suppliers, receiving, inventory, and runs.
- [Create a purchase order](https://docs.firstresonance.io/manage-supply-chain/purchasing/create-a-purchase-order.md): Place an order with a supplier in ION, add lines and parts, and reuse common orders with templates.
- [Approve purchase orders](https://docs.firstresonance.io/manage-supply-chain/purchasing/approve-purchase-orders.md): Run the approval workflow on a purchase order and review approvals in ION.
- [Manage suppliers](https://docs.firstresonance.io/manage-supply-chain/purchasing/manage-suppliers.md): Create suppliers, edit their contact details, and link supplier part numbers and costs to the parts you buy.
- [Purchase consigned parts](https://docs.firstresonance.io/manage-supply-chain/purchasing/purchase-consigned-parts.md): Track parts you provide to a supplier or assembler that you own until they're consumed in production.
- [Unit of measure conversions](https://docs.firstresonance.io/manage-supply-chain/purchasing/unit-of-measure-conversions.md): Buy parts in the supplier's pack quantity while stocking and consuming them in the unit your floor uses.
- [Overview](https://docs.firstresonance.io/manage-supply-chain/receiving/index.md): How ION models receiving: a receipt turns a PO shipment into part inventory and can trigger incoming inspection.
- [Receive parts](https://docs.firstresonance.io/manage-supply-chain/receiving/receive-parts.md): Process a receipt against a purchase order and capture serial, lot, and location.
- [Run incoming inspections](https://docs.firstresonance.io/manage-supply-chain/receiving/run-incoming-inspections.md): Inspect incoming parts at the dock with inspection runs that ION creates automatically on receipt.
- [Overview](https://docs.firstresonance.io/manage-supply-chain/inventory/index.md): How ION models physical material as serials, lots, and untracked quantities at locations, its statuses, and the operations that keep it accurate.
- [Manage inventory records](https://docs.firstresonance.io/manage-supply-chain/inventory/manage-inventory-records.md): Add, move, adjust, and review inventory records on the Inventory page, and act on several at once.
- [Merge inventory](https://docs.firstresonance.io/manage-supply-chain/inventory/merge-inventory.md): Consolidate identical inventory records from multiple receipts and purchase orders into a single record.
- [Split inventory](https://docs.firstresonance.io/manage-supply-chain/inventory/split-inventory.md): Break a lot or quantity into smaller inventory records, manually or automatically.
- [Scrap inventory](https://docs.firstresonance.io/manage-supply-chain/inventory/scrap-inventory.md): Scrap inventory directly to make it unavailable for use, including partial quantities.
- [Line-side inventory](https://docs.firstresonance.io/manage-supply-chain/inventory/line-side-inventory.md): Stock high-velocity consumables at the work center and let runs consume them automatically.
- [Cycle counting](https://docs.firstresonance.io/manage-supply-chain/inventory/cycle-counting.md): A standard operating procedure for cycle counting part inventory so your digital counts match the floor.
- [Overview](https://docs.firstresonance.io/manage-supply-chain/kitting/index.md): How ION models a kit: the parts it requests, the inventory that fulfills it, its statuses, and its link to a run.
- [Create and fulfill kits](https://docs.firstresonance.io/manage-supply-chain/kitting/create-and-fulfill-kits.md): Request parts into a kit, then fulfill it with specific inventory.
- [Kit parts to a run](https://docs.firstresonance.io/manage-supply-chain/kitting/kit-parts-to-a-run.md): Reserve parts against a specific run by requesting kits from the run, then install them on run steps straight from the kit.
- [Kanban kitting](https://docs.firstresonance.io/manage-supply-chain/kitting/kanban-kitting.md): Run a reusable kit container that cycles between inventory and the line for high-volume repeat builds.
- [Overview](https://docs.firstresonance.io/manage-supply-chain/planning/index.md): How Autoplan turns a demand into a supply plan: netting against inventory and open orders, proposed purchase orders and runs, and the plan lifecycle.
- [Overview](https://docs.firstresonance.io/track-quality/issues/index.md): How ION models an issue: its lifecycle states, dispositions, approval gates, and links to inventory, runs, and steps.
- [Create an issue](https://docs.firstresonance.io/track-quality/issues/create-an-issue.md): Raise a quality issue in ION, attach the affected parts, runs, and run steps, and route it to the right person.
- [Find and export issues](https://docs.firstresonance.io/track-quality/issues/find-and-export-issues.md): Narrow the Issues page with shortcut cards and filters, read the matching total, and export the results to CSV.
- [Work with an issue](https://docs.firstresonance.io/track-quality/issues/work-with-an-issue.md): Comment on, label, and attach files to an issue as you investigate and resolve it.
- [Associate inventory to an issue](https://docs.firstresonance.io/track-quality/issues/associate-inventory-to-an-issue.md): Link the inventory an issue affects and the inventory used to resolve it, for full traceability.
- [Split or clone an issue](https://docs.firstresonance.io/track-quality/issues/split-or-clone-an-issue.md): Copy or divide one issue into separate issues, each with its own inventory, disposition, and assignee.
- [Resolve an issue](https://docs.firstresonance.io/track-quality/issues/resolve-an-issue.md): Move an issue through its states to resolution, get the required approvals, and reopen it if more work is needed.
- [Scrap inventory with integrated traceability](https://docs.firstresonance.io/track-quality/issues/scrap-inventory.md): Scrap nonconforming inventory through an issue so the reason and approvals are recorded.
- [Containment](https://docs.firstresonance.io/track-quality/containment.md): Stop suspect inventory or work from moving forward while you investigate a quality problem.
- [Overview](https://docs.firstresonance.io/track-quality/further-actions/index.md): How ION models a Further Action (CAPA): its three working fields, its states, and its two-way link to the issues it addresses.
- [Create a further action](https://docs.firstresonance.io/track-quality/further-actions/create-a-further-action.md): Open a further action on its own or from one or more issues, and describe the problem you're tracking.
- [Work with a further action](https://docs.firstresonance.io/track-quality/further-actions/work-with-a-further-action.md): Comment on, label, and attach files to a further action as you investigate and resolve it.
- [Link records to a further action](https://docs.firstresonance.io/track-quality/further-actions/link-records-to-a-further-action.md): Link the issues, parts, and runs a further action addresses, so related records are investigated under one root cause.
- [Resolve a further action](https://docs.firstresonance.io/track-quality/further-actions/resolve-a-further-action.md): Move a further action through review and approval to resolution, and cancel or reopen one when needed.
- [Quality reporting](https://docs.firstresonance.io/track-quality/quality-reporting.md): See quality metrics in the Analytics Quality tab, and build your own reports from quality data.
- [ION Actions](https://docs.firstresonance.io/automate-with-ion/ion-actions.md): Validation rules that allow, block, or warn on a change when an ION event fires, and how to write them.
- [Manage actions](https://docs.firstresonance.io/automate-with-ion/ion-actions/manage-actions.md): Create, edit, enable, disable, and delete ION Actions from the Actions page in ION or through the GraphQL API.
- [Action targets](https://docs.firstresonance.io/automate-with-ion/ion-actions/action-targets.md): The entity types an action can watch, with their context query names and changes keys.
- [Example actions](https://docs.firstresonance.io/automate-with-ion/ion-actions/example-actions.md): Worked ION Action configurations for common validations across quality, procedures, purchases, and receipts.
- [View action execution logs](https://docs.firstresonance.io/automate-with-ion/ion-actions/view-action-execution-logs.md): Inspect the exact code and context of an ION Action run to confirm behavior and debug failures.
- [Integrations](https://docs.firstresonance.io/automate-with-ion/integrations.md): Third-party integrations and ION automations, prebuilt or build your own.
- [Create an integration](https://docs.firstresonance.io/automate-with-ion/integrations/create-an-integration.md): Build your own integration when no prebuilt connector fits, using the Workflow Builder, webhooks, or the GraphQL API.
- [Deploy an integration or automation](https://docs.firstresonance.io/automate-with-ion/integrations/deploying-integrations-and-automations.md): Deploy a prebuilt integration or automation from the ION Marketplace by configuring its ION API connection and the fields it needs.
- [Export data as PDF](https://docs.firstresonance.io/automate-with-ion/integrations/export-data-as-pdf.md): How to export data from ION in the form of a PDF
- [ERP and PLM reference architecture](https://docs.firstresonance.io/automate-with-ion/integrations/erp-plm-reference-architecture.md): How ION integrates with ERP and PLM systems: the triad model, BOM lifecycle, canonical data flows, the 3-way match pattern, the 14 rules, and the recommended deployment sequence.
- [Using Workflow Builder](https://docs.firstresonance.io/automate-with-ion/integrations/workflow-builder.md): What the Workflow Builder is and how to build a typical ION automation flow that reacts to ION events.
- [Auto-approve part-procedure relationships](https://docs.firstresonance.io/automate-with-ion/integrations/automations/auto-approve-part-procedure-relationships.md)
- [Auto Assign Issue on Creation](https://docs.firstresonance.io/automate-with-ion/integrations/automations/auto-assign-issue-on-creation.md): Automatically assign issues upon issue creation.
- [Auto-checkout of Run Steps](https://docs.firstresonance.io/automate-with-ion/integrations/automations/auto-checkout-of-run-steps.md)
- [Auto-Consumption of Lineside Inventory](https://docs.firstresonance.io/automate-with-ion/integrations/automations/auto-consumption-of-lineside-inventory.md): Consume non-serial-tracked inventory from inventory location.
- [Auto Populate PO Line Attributes](https://docs.firstresonance.io/automate-with-ion/integrations/automations/auto-populate-po-line-attributes.md): Marketplace automation that copies purchase order header attributes down to matching PO line attributes.
- [Auto-Update mBOM Revision on Part Revision Update](https://docs.firstresonance.io/automate-with-ion/integrations/automations/auto-update-mbom-revision-on-part-revision-update.md)
- [Automatically Send Purchases to Suppliers](https://docs.firstresonance.io/automate-with-ion/integrations/automations/automatically-send-purchases-to-suppliers.md): Automatically send emails to the supplier with the purchase PDF attached.
- [Imprint Attributes from One Object to Another on a Desired Event](https://docs.firstresonance.io/automate-with-ion/integrations/automations/imprint-attributes-from-one-object-to-another-on-a-desired-event.md)
- [Kit Packing/Pick List PDF](https://docs.firstresonance.io/automate-with-ion/integrations/automations/kit-packing-pick-list-pdf.md): Marketplace automation that generates pick list and packing list PDFs as a kit moves through its statuses.
- [Prevent Run Closure if aBOM is Not Completed](https://docs.firstresonance.io/automate-with-ion/integrations/automations/prevent-run-closure-if-abom-is-not-completed.md): Marketplace automation that blocks completing the last open step of a run until the aBOM is fully installed.
- [Purchase Order PDF and Versions](https://docs.firstresonance.io/automate-with-ion/integrations/automations/purchase-order-pdf-and-versions.md): Marketplace automation that increments a purchase order version attribute and attaches a generated PO document on approval or order.
- [Set Close by Run Step on Issue Creation](https://docs.firstresonance.io/automate-with-ion/integrations/automations/set-close-by-run-step-on-issue-creation.md)
- [Arena](https://docs.firstresonance.io/automate-with-ion/integrations/arena.md): Arena PLM Integration
- [Cofactr](https://docs.firstresonance.io/automate-with-ion/integrations/cofactr.md): Bi-directional sync of parts, BOMs, suppliers, purchase orders, and receiving status between ION and Cofactr.
- [Datum](https://docs.firstresonance.io/automate-with-ion/integrations/datum.md): Connect ION purchasing with Datum sourcing so approved quotes create draft purchase orders in ION.
- [Duro](https://docs.firstresonance.io/automate-with-ion/integrations/duro.md): Duro PLM Integration
- [NetSuite](https://docs.firstresonance.io/automate-with-ion/integrations/netsuite.md): How the paid NetSuite ERP integration connects ION purchasing, receiving, and inventory data with NetSuite accounting.
- [Purchasing in NetSuite, Receiving in ION](https://docs.firstresonance.io/automate-with-ion/integrations/netsuite/netsuite.md): Sync purchase orders from NetSuite into ION and send ION receipts back for three-way matching.
- [Work Order/Assembly Builds](https://docs.firstresonance.io/automate-with-ion/integrations/netsuite/work-order-assembly-builds.md): IN PROGRESS, MORE DETAIL TO COME
- [Procurable](https://docs.firstresonance.io/automate-with-ion/integrations/procurable.md): Supplier onboarding and compliance through the Procurable partner integration.
- [Quickbooks](https://docs.firstresonance.io/automate-with-ion/integrations/quickbooks.md): Quickbooks Online (QBO) Integration
- [Ramp](https://docs.firstresonance.io/automate-with-ion/integrations/ramp.md)
- [Silkline Integration](https://docs.firstresonance.io/automate-with-ion/integrations/silkline-integration.md): Supply chain management capabilities layered on ION purchasing through the Silkline partner integration.
- [Slack](https://docs.firstresonance.io/automate-with-ion/integrations/slack.md): Integrate ION notifications with Slack and Gov Slack
- [Smartsheet](https://docs.firstresonance.io/automate-with-ion/integrations/smartsheet.md): Smartsheet Integration
- [SOLIDWORKS](https://docs.firstresonance.io/automate-with-ion/integrations/solidworks.md): SOLIDWORKS Pro PDM Integration
- [Teamcenter](https://docs.firstresonance.io/automate-with-ion/integrations/teamcenter.md): Teamcenter PLM Integration
- [Overview](https://docs.firstresonance.io/automate-with-ion/notifications/index.md): How ION notifies you about events on the objects you follow, in-app and by email, and how to control what you receive.
- [View your notifications](https://docs.firstresonance.io/automate-with-ion/notifications/view-notifications.md): Open your notification inbox, filter and search it, mark notifications read, and see which events ION notifies you about.
- [Subscribe to notifications](https://docs.firstresonance.io/automate-with-ion/notifications/subscribe-to-notifications.md): Subscribe yourself to an object, unsubscribe, and add other people as subscribers so the right people get notified.
- [Overview](https://docs.firstresonance.io/automate-with-ion/analytics/index.md): ION's built-in Analytics area: five dashboard surfaces covering inventory, build readiness, purchasing, quality, and run execution.
- [Inventory analytics](https://docs.firstresonance.io/automate-with-ion/analytics/inventory-analytics.md): Stock on hand by status and location, inventory transaction history, and expiring or expired inventory.
- [Purchase order analytics](https://docs.firstresonance.io/automate-with-ion/analytics/purchase-order-analytics.md): Open PO lines, past-due aging, supplier on-time performance, and receipt volume over time.
- [Build readiness](https://docs.firstresonance.io/automate-with-ion/analytics/build-readiness.md): mBOM readiness and shortages, as-built installation progress, and plan fulfillment across supply statuses.
- [Build readiness mBOM reference](https://docs.firstresonance.io/automate-with-ion/analytics-and-dashboards/build-readiness-mbom.md): Column definitions for the mBOM dashboard and its CSV export in ION Analytics.
- [Build readiness aBOM reference](https://docs.firstresonance.io/automate-with-ion/analytics-and-dashboards/build-readiness-abom.md): Column definitions for the aBOM dashboard and its CSV export in ION Analytics.
- [Build readiness plans reference](https://docs.firstresonance.io/automate-with-ion/analytics-and-dashboards/build-readiness-plans.md): Column definitions for the Plans dashboard and its CSV export in ION Analytics.
- [Quality analytics](https://docs.firstresonance.io/automate-with-ion/analytics/quality-analytics.md): Open issue counts, resolution time, age distribution, and disposition breakdown across quality issues.
- [Run execution analytics](https://docs.firstresonance.io/automate-with-ion/analytics/run-execution-analytics.md): Active and overdue runs, completion progress, step counts, and labor hours per run.
- [Data Connector](https://docs.firstresonance.io/automate-with-ion/analytics-and-dashboards/data-connector.md): Connect ION data to external BI tools and data warehouses via a read-only SQL analytics layer.
- [Get started with the Data Connector](https://docs.firstresonance.io/automate-with-ion/analytics-and-dashboards/get-started-data-connector.md): Connect your BI tool to ION's Snowflake replica and build your first dashboard.
- [Manage Data Connector users](https://docs.firstresonance.io/automate-with-ion/analytics-and-dashboards/manage-data-connector-users.md): Add Data Connector users, reset their passwords, and control admin access from the Data Connector page.
- [Available tables](https://docs.firstresonance.io/automate-with-ion/analytics-and-dashboards/available-tables.md): The full set of raw, cleaned, and computed tables available through the ION Data Connector.
- [Data Products](https://docs.firstresonance.io/automate-with-ion/analytics-and-dashboards/data-products.md): Curated datasets maintained by First Resonance that pre-join and aggregate the most common analytics views.
- [SLAs](https://docs.firstresonance.io/automate-with-ion/analytics-and-dashboards/slas.md): Replication latency targets between ION and the Data Connector's read-only warehouse.
- [Custom analytics with the Data Connector](https://docs.firstresonance.io/automate-with-ion/analytics-and-dashboards.md): Connecting your BI tools to ION data through the Data Connector, and how to troubleshoot a dashboard that looks wrong.
- [Overview](https://docs.firstresonance.io/administration/users-and-permissions/index.md): ION's access model: users, roles, and teams, how permissions flow, and the full permissions reference.
- [Invite a user](https://docs.firstresonance.io/administration/users-and-permissions/invite-a-user.md): Send an email invitation to add a new person to your ION organization.
- [Manage roles](https://docs.firstresonance.io/administration/users-and-permissions/manage-roles.md): Create and delete the roles that group the permissions you assign to users and teams.
- [Manage role permissions](https://docs.firstresonance.io/administration/users-and-permissions/manage-role-permissions.md): Configure which actions a role can perform by enabling or disabling permissions on the role's detail page.
- [Manage user roles](https://docs.firstresonance.io/administration/users-and-permissions/manage-user-roles.md): Add or remove roles directly on a user's profile to control what they can do in ION.
- [Manage teams](https://docs.firstresonance.io/administration/users-and-permissions/manage-teams.md): Create and delete the teams that group users so they can be assigned and notified collectively.
- [Manage team roles](https://docs.firstresonance.io/administration/users-and-permissions/manage-team-roles.md): Assign roles to a team so all team members inherit those permissions.
- [Manage team members](https://docs.firstresonance.io/administration/users-and-permissions/manage-team-members.md): Add users to a team so they inherit the team's roles and can be assigned and notified as a group.
- [Deactivate a user](https://docs.firstresonance.io/administration/users-and-permissions/deactivate-a-user.md): Remove a user's access to ION without deleting their history or records.
- [Overview](https://docs.firstresonance.io/administration/authentication-settings/index.md): How authentication works in ION: email and password or SSO, and the domain verification that ties users to your organization.
- [Sign in to ION](https://docs.firstresonance.io/administration/authentication-settings/sign-in.md): How to sign in to ION with email and password or single sign-on.
- [Reset your password](https://docs.firstresonance.io/administration/authentication-settings/reset-your-password.md): How to reset a forgotten ION password from the sign-in page.
- [Manage domains](https://docs.firstresonance.io/administration/authentication-settings/manage-domains.md): Claim and verify your company's email domain so ION can route users to your organization at login.
- [Overview](https://docs.firstresonance.io/administration/authentication-settings/sso/index.md): The life of an SSO connection in ION: set it up, keep its certificate current, and retire it.
- [Set up SSO](https://docs.firstresonance.io/administration/authentication-settings/sso/set-up-sso.md): Connect your identity provider to ION so your team can sign in with their existing company credentials.
- [Rotate your SAML signing certificate](https://docs.firstresonance.io/administration/authentication-settings/sso/rotate-saml-certificate.md): Replace an expiring or rotated SAML signing certificate on your SSO connection without opening a support ticket.
- [Disable SSO](https://docs.firstresonance.io/administration/authentication-settings/sso/disable-sso.md): Turn off your SSO connection so users sign in with email and password instead.
- [Enforce MFA](https://docs.firstresonance.io/administration/authentication-settings/enforce-mfa.md): Require multi-factor authentication for everyone in your organization or just yourself.
- [Customize the login page](https://docs.firstresonance.io/administration/authentication-settings/customize-login-page.md): Add your organization's logo and brand colors to the ION sign-in page.
- [Configure general settings](https://docs.firstresonance.io/administration/organization-settings/configure-general-settings.md): Update your organization's name and logo in ION.
- [Set the date format](https://docs.firstresonance.io/administration/organization-settings/set-the-date-format.md): Choose how dates are displayed across your ION organization.
- [Configure barcode labels](https://docs.firstresonance.io/administration/organization-settings/configure-barcode-labels.md): Customize barcode label templates for inventory, kits, and locations in ION.
- [Manage OAuth apps](https://docs.firstresonance.io/administration/organization-settings/manage-oauth-apps.md): Register a custom application to authenticate with the ION API using OAuth 2.0.
- [Configure export control](https://docs.firstresonance.io/administration/organization-settings/configure-export-control.md): Configure identity groups and understand how ION restricts export-controlled parts, procedures, and runs.
- [Configure run enforcement](https://docs.firstresonance.io/administration/production-settings/configure-run-enforcement.md): Set which rules ION enforces when runs are in progress or completing.
- [Auto-assign runs to their creator](https://docs.firstresonance.io/administration/production-settings/auto-assign-runs-to-their-creator.md): Assign every new run to the person who created it, unless they pick a different assignee.
- [Require barcode scanning for installations](https://docs.firstresonance.io/administration/production-settings/require-barcode-scanning-for-installations.md): Require barcode scanning when you install inventory on an aBOM.
- [Enforce mBOM parts assigned to steps](https://docs.firstresonance.io/administration/production-settings/enforce-mbom-parts-assigned-to-steps.md): Require every mBOM part to be pinned to a version and assigned to a step before a procedure can be sent for review or released.
- [Configure procedure reviewer roles](https://docs.firstresonance.io/administration/production-settings/configure-procedure-reviewer-roles.md): Set which roles must approve a procedure before it can be released.
- [Configure standard step reviewer roles](https://docs.firstresonance.io/administration/production-settings/configure-standard-step-reviewer-roles.md): Set which roles must approve a standard step before it can be released.
- [Set the redline approver count](https://docs.firstresonance.io/administration/production-settings/set-redline-approver-count.md): Set how many approvals are required before a redline is applied in ION.
- [Configure issue creation and approvals](https://docs.firstresonance.io/administration/quality-settings/configure-issue-creation-and-approvals.md): Auto-create issues on run step failure and set how many approvals are required to close an issue.
- [Set the default availability behavior for issues](https://docs.firstresonance.io/administration/quality-settings/set-default-availability-behavior.md): Control whether inventory tied to an open issue remains available or is put on hold by default.
- [Manage disposition types](https://docs.firstresonance.io/administration/quality-settings/manage-disposition-types.md): Create, edit, and delete issue disposition types, along with their availability behavior and approval roles.
- [Enable auto-submit redlines](https://docs.firstresonance.io/administration/quality-settings/enable-auto-submit-redlines.md): Automatically apply a redline's changes once all required reviewers have approved.
- [Rename fields](https://docs.firstresonance.io/administration/quality-settings/rename-fields.md): Replace default ION field labels with your organization's terminology, from Settings.
- [Manage intent options](https://docs.firstresonance.io/administration/quality-settings/manage-intent-options.md): Add, edit, and remove the intent values available in your organization.
- [Configure intent control policies](https://docs.firstresonance.io/administration/quality-settings/configure-intent-control-policies.md): Set how intent affects run execution, inventory availability, installs, and part quality in ION.
- [Manage units of measure](https://docs.firstresonance.io/administration/supply-chain-settings/manage-units-of-measure.md): Add and remove the units of measure available for inventory quantities in ION.
- [Configure part revision schemes](https://docs.firstresonance.io/administration/supply-chain-settings/configure-part-revision-schemes.md): Define the naming formats used to track part revisions in ION.
- [Enable part interchangeability](https://docs.firstresonance.io/administration/supply-chain-settings/enable-part-interchangeability.md): Allow any revision of a part to be used in place of the specific revision specified in the aBOM.
- [Disable automatic location update on run start](https://docs.firstresonance.io/administration/supply-chain-settings/disable-auto-location-update.md): Keep inventory at its current location instead of moving it to the step location when a run starts.
- [Configure inventory merge behavior](https://docs.firstresonance.io/administration/supply-chain-settings/configure-inventory-merge-behavior.md): Control whether merging inventories creates a single new inventory record in ION.
- [Allow kitting of WIP inventory for outside processing](https://docs.firstresonance.io/administration/supply-chain-settings/allow-wip-osp-kitting.md): Let inventory that is out at a supplier on an outside-processing purchase order be kitted while it is still in WIP.
- [Set purchase order defaults](https://docs.firstresonance.io/administration/supply-chain-settings/set-purchase-order-defaults.md): Pre-populate default locations, currency, and payment terms on new purchase orders in ION.
- [Configure purchase order approval workflow](https://docs.firstresonance.io/administration/supply-chain-settings/configure-purchase-order-approval.md): Define the approval levels required before a purchase order can proceed in ION.
- [Configure demand settings](https://docs.firstresonance.io/administration/supply-chain-settings/configure-demand-settings.md): Control how ION calculates material demand and what counts as supply when running Autoplan.
- [Set working time](https://docs.firstresonance.io/administration/supply-chain-settings/set-working-time.md): Define which days of the week count as working days for lead time calculations in ION.
- [Manage requirements](https://docs.firstresonance.io/administration/supply-chain-settings/manage-requirements.md): Create and manage terms and conditions and quality clauses used on purchase orders in ION.
- [Overview](https://docs.firstresonance.io/administration/ion-importers/index.md): Use CSV imports to bulk-create or update records in ION.
- [mBOM Imports](https://docs.firstresonance.io/administration/ion-importers/mbom-imports.md): Import multi-level bills of materials from a CSV file, using Depth or Level notation to define part hierarchies.
- [Location Imports](https://docs.firstresonance.io/administration/ion-importers/location-imports.md): Import factory locations from a CSV file, including nested hierarchies, supervisors, and custom attributes.
- [Parts Imports](https://docs.firstresonance.io/administration/ion-importers/parts.md): Import parts from a CSV file, including revisions, supplier parts, quality clauses, and custom attributes.
- [Part Inventory Imports](https://docs.firstresonance.io/administration/ion-importers/part-inventory.md): Create or update part inventory records from a CSV file.
- [Purchase Orders Imports](https://docs.firstresonance.io/administration/ion-importers/purchase-orders.md): Import purchase orders and their lines from a single denormalized CSV.
- [Supplier Imports](https://docs.firstresonance.io/administration/ion-importers/suppliers.md): Create or update suppliers from a CSV file, including contact details and custom attributes.
- [Tools Imports](https://docs.firstresonance.io/administration/ion-importers/tools.md): Create or revise tools from a CSV file, including subtypes and maintenance intervals.
- [Tool Inventory Imports](https://docs.firstresonance.io/administration/ion-importers/tool-inventory.md): Create or update tool inventory records from a CSV file, including maintenance dates and asset URIs.
- [Plan Input Imports](https://docs.firstresonance.io/administration/ion-importers/plan-inputs.md): Bulk-add inputs to existing draft plans from a CSV file.
- [Part-Procedure Relation Imports](https://docs.firstresonance.io/administration/ion-importers/part-procedure-relations.md): Link parts to procedures in bulk from a CSV file.
- [Issue Imports](https://docs.firstresonance.io/administration/ion-importers/issues.md): Create or update issues from a CSV file, including dispositions, assignees, and custom attributes.
- [Run Imports](https://docs.firstresonance.io/administration/ion-importers/runs.md): Bulk-create runs from a CSV file, including procedures, part inventory, assignees, and run batches.
- [Labels](https://docs.firstresonance.io/administration/labels.md): Create and delete the shared labels used to tag and group procedures, runs, purchases, issues, and other records across ION.
- [Custom attributes](https://docs.firstresonance.io/administration/custom-attributes.md): Add org-defined metadata fields to ION records (procedures, runs, parts, issues, and more) from Settings.
- [Security and compliance](https://docs.firstresonance.io/administration/security-and-compliance.md): How First Resonance handles backups, encryption, and data access for ION.
- [SIEM integration](https://docs.firstresonance.io/administration/siem-integration.md): How to pull ION data into your SIEM using the GraphQL API.
- [Export data](https://docs.firstresonance.io/administration/export-data.md): Export ION data to CSV or Excel on demand or on a schedule, track each export job, and download the finished file.
- [Data Snapshots](https://docs.firstresonance.io/administration/data-snapshots.md): Create a full snapshot of your organization's data and attachments from ION for backup, compliance, or analytics purposes.
- [Customer S3 Delivery Setup](https://docs.firstresonance.io/administration/customer-s3-delivery-setup.md): Set up an S3 bucket in your AWS account to receive automated data snapshots from ION.
- [Getting started](https://docs.firstresonance.io/api-reference/getting-started.md): Make your first authenticated GraphQL request to the ION API.
- [Authentication](https://docs.firstresonance.io/api-reference/authentication/index.md): How to authenticate against the ION GraphQL API: API keys for machine-to-machine integrations and OAuth 2.0 for user-facing applications.
- [Manage API keys](https://docs.firstresonance.io/api-reference/authentication/api-keys.md): Create, use, list, rotate, disable, and delete ION API keys for machine-to-machine integrations.
- [Authenticate with OAuth 2.0](https://docs.firstresonance.io/api-reference/authentication/oauth.md): Register an OAuth application, run the authorization code flow, and handle token refresh and scopes for user-facing apps on ION.
- [Sandbox & dev environments](https://docs.firstresonance.io/api-reference/sandbox.md): Request a non-production ION environment for integration development, learn what differs from production, and promote your integration when it's ready.
- [API playground](https://docs.firstresonance.io/api-reference/playground.md): Explore the ION GraphQL schema, write queries, and run them against your tenant from the docs.
- [Data model](https://docs.firstresonance.io/api-reference/data-model.md): How ION's core entities relate to each other and how they map to terminology in adjacent systems (ERP, MES, PLM, QMS).
- [Example requests](https://docs.firstresonance.io/api-reference/examples.md): The most common queries and mutations you can run on the ION API
- [Error codes](https://docs.firstresonance.io/api-reference/error-codes.md): HTTP status codes and GraphQL error payloads ION returns: what each one means, what causes it, and how to fix it.
- [Build a production integration](https://docs.firstresonance.io/api-reference/guides/build-a-production-integration.md): Take an integration from your first API call to production.
- [Build an API client](https://docs.firstresonance.io/api-reference/guides/python-quickstart.md): A runnable Python integration template for ION: authenticate, list parts, create a run, and attach a file.
- [Paginate query results](https://docs.firstresonance.io/api-reference/guides/pagination.md): Use cursor-based pagination to fetch large GraphQL result sets in batches and avoid timeouts.
- [Upload a file](https://docs.firstresonance.io/api-reference/guides/file-upload.md): Upload files to ION with a three-step flow: request a signed upload URL, send the file directly to ION's file storage, then register the attachment.
- [Set up webhooks](https://docs.firstresonance.io/api-reference/guides/webhooks.md): Register, subscribe, secure, and test a webhook receiver so your service reacts to changes in ION.
- [Manage parts and revisions](https://docs.firstresonance.io/api-reference/guides/parts-and-part-revisioning.md): Query, create, update, revision, and delete Parts through the ION GraphQL API, including custom revision schemes.
- [Manage part inventory and kitting](https://docs.firstresonance.io/api-reference/guides/part-inventory-and-kitting.md): Create part inventory through the ION API, issue parts to kits to allocate inventory to runs, and move parts back to inventory.
- [Manage mBOM items](https://docs.firstresonance.io/api-reference/guides/mboms.md): Query and manage mBOM items and substitutes through the ION GraphQL API.
- [Build an aBOM](https://docs.firstresonance.io/api-reference/guides/abom-as-built-bill-of-materials-api.md): Build an as-built bill of materials (aBOM) with the ION API: install parts and manage build requirements.
- [Migrate to the new aBOM API](https://docs.firstresonance.io/api-reference/abom-actions-for-developers.md): Update API, ION Actions, webhooks, and SQL from the legacy AbomItems model to BuildRequirements and AbomInstallations.
- [Create a run](https://docs.firstresonance.io/api-reference/guides/runs.md): Create a run from a procedure using the ION GraphQL API.
- [Update run step fields](https://docs.firstresonance.io/api-reference/guides/automatically-updating-fields-in-runs.md): Query the fields on a run step and update a field value with the GraphQL API.
- [Edit time-tracking session data](https://docs.firstresonance.io/api-reference/guides/edit-time-tracking-session-data.md): Update the check-in and check-out times for a time-tracking session through the ION GraphQL API.
- [Send a custom notification](https://docs.firstresonance.io/api-reference/guides/notifications.md): Send custom notifications to ION users with the dispatchNotification GraphQL mutation.
- [API change policy](https://docs.firstresonance.io/api-reference/api-change-policy.md): How First Resonance handles API stability and breaking changes.
- [Changelog](https://docs.firstresonance.io/api-reference/changelog.md): Record of ION API changes, including breaking changes and deprecation warnings.