<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