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