Description

In this in-depth training walkthrough, ERP specialist Keith from Brainstorm Software demonstrates how to easily navigate Infor CloudSuite Industrial (CSI), also known as Syteline. This tutorial covers essential CSI functionality including menu navigation, the Explorer panel, form access, and how to customize your workspace for faster daily operations. Keith shows how to manage items through grid and form views, reorganize columns for efficient data entry, and quickly locate master records such as customers, items, and warehouses.

The video also explores CSI’s powerful data maintenance capabilities—such as bulk updating lead times, creating custom grids, and modifying data directly within the system. You’ll see a complete walkthrough of understanding item availability by warehouse, reviewing multi-level BOM structures, and using the Engineering Board to visualize production processes like sub-jobs, material flow, and operations.

Keith demonstrates how to generate key ERP reports such as the Inventory Balance Report, previewing them as PDFs or transforming them into flexible data views. Learn how to sort, group, filter, export to Excel, and save custom report layouts for repeat use. This tutorial is ideal for new CSI users, ERP teams, and businesses seeking to improve efficiency, reporting accuracy, and navigation skills within Infor CloudSuite Industrial.

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