<aside> 💡 Please see below for a brief description of HQ Warehouse jargon and mentions to more information.

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Windfall Glossary 📖


Term Definition Mention to More Info
Articles A catalog of generic inventory for a Customer Windfall. ‣
Company Represents individual moving company locations or agents or branches. Companies have a one to one relationship with Parent records. ‣
Components Components are an extension of Inventory giving users the ability to track what is inside of a container. They have their own Work Orders and Custom fields. ‣
Configuration Each Windfall Customer can be configured differently: Custom Data Fields, Groupings, Warehouse Translations and more. ‣
Cost Centers Cost Centers are departments or units within a company to which costs may be applied differently. They are mainly used for accounting and billing purposes. ‣
Custom Fields Fields that can be configured for each Customer. ‣
Customer The CRM module and record type of Windfall, includes Commercial Accounts and Household Goods entities ‣
Grouping Grouping is an advanced process for condensing high inventory counts using Articles and potentially a combination of Attributes, Standard and Custom fields. ‣
Inventory It’s what we’re all here for. ‣
Locations Specific Locations in a Warehouse; can be a child or parent Location. ‣
Orders Orders represent specific projects for a Customer and are a requirement to receive Inventory. ‣
Parents Represents the corporate or head entity of a Moving Company. Parent records are the highest in the record hierarchy; everything else is parked under a Parent record. ‣
Portal The Customer Portal is a place for the Customer of a Moving Company to see and request their Inventory. ‣
Standard Fields Fields that are available to all Customers. ‣
Transactions Activities like receive, move and ship that come from the companion mobile application; transactions are validated by a Transaction Processor before updating inventory on the web. ‣
Warehouse Represent a warehouse for a moving company. They have a one to one relationship with Company records, however; Company records can have multiple warehouse records parked underneath them. ‣
Windfall Mobile Pro Companion iOS App ‣
Work Orders a collection of inventory that will be processed as a set (Inbound, Move and Outbound) ‣
Work Order Receipt Validation that a work order has been processed ‣