Settings Terminology: Parts & stock

  • Purchase order return reasons
    • When a Purchase Order Return form is created, a modal window prompts for further details.
    • This pop up includes a drop-down of define-able reasons and is also used in purchase order reporting.
  • Units of measure
    • A unit of measurement is a required field during part creation, to help ensure that users are aware how a part can be bought/sold or consumed within the system.
  • Categories
    • These are categories that can be set against your parts, to help easily filter the list of uploaded parts.
    • It is also possible for categories to have a parent/child relationships, meaning that categories can be setup to have sub-categories.
      ! Only certain users will have access to all areas covered in this glossary.

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