Use cases: I want to:
Create and manage purchase orders to initiate the procurement process and track commercial agreements.
Log inbound and outbound deliveries to accurately record the physical movement of shipments across different locations.
Add and track specific items (batches, lots, or units of goods) as they move through the supply chain in each delivery.
Record manufacturing processes to document exactly how specific inputs are consumed, transformed, and turned into new output items.
Follow the sequence below to accurately record your Transactional Data.
1. Create Purchase Orders
Purchase Orders establish the foundational agreement between a buyer and a supplier, acting as the central hub connecting commercial records to the physical Deliveries that follow.
Add Purchase Orders: Learn how to generate and log new Purchase Orders in the system to initiate the procurement process.
Check Purchase Order Details: Review or edit your existing purchase orders to track their status and ensure alignment.
2. Log Deliveries
Once your ordered goods arrive or when you ship them out, you need to record the physical movement of the shipments. Deliveries are the critical links that showcase the movements of the Items.
Add Deliveries: Record the arrival or dispatch of shipments at designated locations.
Check Delivery Details: Verify or edit the logistic information for specific deliveries.
Delivery Items: Learn how to associate tracked items with a delivery record.
3. Add Items
While Products act as the overarching templates for what you buy and sell, and Materials define the raw botanical species, Items represent the actual, physical batches of goods that are shipped and tracked in each delivery.
Add Items: Create records for specific units, batches, or lots of Products involved in Deliveries or Processes.
Check Item Details: Review or edit the detailed specifications, quantities, and current status of a specific item.
Item Deliveries: View the transit history of a specific item to see which deliveries it was part of.
4. Record Processes
When Items are transformed, assembled, or manufactured into new products, you capture that transformation by recording Processes. This allows you to document these physical manufacturing events, tracking exactly how specific Items are consumed to create entirely new Items.
Add Processes: Log a new manufacturing or transformation event to document the conversion of goods at a specific location.
Process Inputs: Record the exact items that were consumed or used during the process.
Process Outputs: Log the new items that were created as a result of the transformation.