Last updated: 23 September 2026
The Steel 365 module of CustomerGate 365
CustomerGate 365 is one app for every customer. Where iFacto Steel 365 (DXSteel) is installed, its Steel 365 module switches itself on; there is no setting for it. The line Steel 365 Module on CustomerGate Setup shows whether it is active.
What changes
| Area | With Steel 365 | Without Steel 365 |
|---|---|---|
| Portal lines | Three quantities (pieces, meters, kilograms) and which of them leads; since 1.0.44 also the length, width and thickness of the size and whether it is a one-off size, so a line can be ordered again | One quantity and its unit of measure |
| Catalog | Profile, grade, dimensions, size type and remaining inventory are filled in; voaProfiles, voaGrades and voaItemTypes are published | Those columns stay empty; only the three catalog services of the app itself |
| Converting a request | Sets the Steel 365 quantity fields on the quote | The standard quantity |
| Permissions | Tenant permission sets VOA CG S365 SYNC and, with the archive, VOA CG S365 ARCHIVE | Not created and not assigned |
| Quote validity | Falls back to the Steel 365 quote due date | Quote Valid Until Date only |
The document archive
iFacto DXSteel Doc Archive is a separate app and a separate switch; the line Document Archive on CustomerGate Setup shows whether it is installed and, without the archive, whether the portal shows the PDFs from the reports or no documents at all. With it, the portal shows archived PDFs from the categories on Archive Categories. Without it, and with Portal Documents from Reports on, the portal prints PDFs with your own reports.
No dependency on iFacto
The app does not depend on the iFacto apps. It finds their fields and tables by name while it runs, so an iFacto update cannot break it and Steel 365 is never required. If Steel 365 is installed after CustomerGate 365, the next update of CustomerGate 365 publishes the three extra catalog services.
Steel 365 and the licence
The Steel 365 module belongs to the Complete plan. If Steel 365 is installed in an environment with another plan, CustomerGate Licence says so, and so does Diagnostics. The module keeps working: it decides what the quantities on a line mean, and that does not switch on a licence.
Related help
- Archive Categories
Which documents from DXSteel Doc Archive customers see in the portal.
- Web catalog
Who decides what the website may see, and the pages it reads that from.