Glossary Terms In Alphabetical Order (see below for list by category)
Activity Tab: A feature within the system that logs every action taken, including requests, updates, and deliveries, providing a complete audit trail of all supply-related activities. It's located in two places: Supplies, Location Inventory, click the location. And Supplies, Warehouse Inventory, click the warehouse.
Billable: A checkbox option used when adding a new supply to indicate whether that item is potentially chargeable to clients.
Consumable: A checkbox option when adding a new supply to indicate whether that item is used up, like soap or paper towels.
Critical Level: The lowest threshold for a supply at a warehouse or location, indicating an urgent need for restocking. When a supply reaches this level, immediate action is required to prevent a shortage.
Current Qty Field: A field in the Location Inventory section of the system that displays the current quantity of a specific supply at a given location. This field is also used to initiate deliveries and change delivery methods.
Delivery Method: How supplies are transported from a warehouse to a location. This could include company vehicles, personal vehicles, or any other method of delivery. The system refers to these as "delivery trucks."
Delivery Screen: The screen that appears when creating or editing a delivery. It displays information such as the warehouse, supply, quantity, delivery method, and target delivery date.
Forecasted Stock % Column: A column in the Location Inventory section that shows the projected stock percentage of each supply at a location, relative to its defined thresholds. This allows users to quickly identify locations with excess supplies or those running low.
Location Assignment: A section within Manage Supply Setup where you add and manage different locations that receive supplies, such as job sites or customer facilities.
List Management: A section within Manage Supply Setup where users can manage lists of various system elements, including warehouses, supplies, and delivery methods.
Location Inventory: A section within the "Supplies" screen where users can view and manage the inventory of supplies at various locations. It allows users to monitor stock levels, identify shortages, and initiate deliveries.
Manage Supply Setup: A section accessible from the main "Supplies" screen via a camera icon, used for configuring various aspects of the supply system, such as setting up warehouses and adding new supply items.
"More Options": A button within the mobile app's "Create Delivery" function used when moving supplies between locations. It allows users to select the source location from which to transfer the supplies.
Push Notifications: Customizable alerts that can be sent to mobile devices, notifying users of important supply-related events, such as low inventory levels or delivery updates.
Reroute: A feature that enables delivery personnel to change the destination of a delivery in real-time, responding to unexpected needs or emergencies.
Supply Assignment: A section of the system where you link specific supplies to warehouses and set the quantities of each supply that should be kept in stock.
Supplies Screen: The main screen for managing supplies. It provides an overview of inventory levels, deliveries, and supply requests. It's in the left-side list of menu items.
Supply Manager Role: A user role with full access to all locations, supplies, and features of the system. The supply manager is responsible for overseeing the overall supply chain and coordinating deliveries across multiple locations.
Supply Admin Access: A user role with access to the supply management screens on the website but not to other system administrative features. Typically assigned to system administrators or designated supervisors.
Target Delivery Date: The intended date for a delivery to arrive at its destination. This information helps in planning and tracking deliveries.
Target Quantity: The ideal quantity of a supply to be kept in stock at a warehouse or location. This level represents a fully stocked state and is a benchmark for replenishing supplies.
Thresholds: Predefined levels for each supply that trigger alerts or notifications when inventory reaches certain points. These include the target quantity, warning level, and critical level.
Unit of Measure: The unit in which a specific supply, such as bottles, cases, boxes, or rolls, is measured and tracked. This ensures consistency and accuracy in inventory management.
Warehouse Assignment: A section within the system where you assign supplies to specific warehouses. Located at Manage Supply Setup, Supply Assignment
Warehouse Inventory: The section on the "Supplies" screen that displays the current inventory levels of supplies at each warehouse. Users can view the available quantity of each supply and initiate deliveries from the warehouse.
Warning Level: The threshold at which users should start planning to restock a supply, indicating that inventory is getting low but not yet at a critical level.
Glossary Terms by Category
User Roles & Access
Employee Access: Basic level access that can be set to either full supply access (ability to view quantities, request supplies, and update numbers) or view-only access (can see quantities but cannot make changes or requests).
Supervisor Access: Access level tied to team assignments, allowing management of supplies, deliveries, and inventory for assigned locations only. Includes full mobile app access and ability to handle team supply requests.
Supply Admin Access: User role with access to supply management screens on the website but not to other system administrative features. Typically assigned to system administrators or designated supervisors.
Supply Manager Role: User with full access to all locations, supplies, and features of the system. Responsible for overseeing the overall supply chain and coordinating deliveries across multiple locations.
Inventory Management
Billable: A checkbox option used when adding a new supply to indicate whether that item is potentially chargeable to clients.
Consumable: A checkbox option when adding a new supply to indicate whether that item is used up, like soap or paper towels.
Critical Level: The lowest threshold for a supply at a warehouse or location, indicating an urgent need for restocking. When a supply reaches this level, immediate action is required to prevent a shortage.
Current Qty Field: A field in the Location Inventory section that displays the current quantity of a specific supply at a given location. This field is also used to initiate deliveries and change delivery methods.
Forecasted Stock % Column: A column in the Location Inventory section that shows the projected stock percentage of each supply at a location, relative to its defined thresholds. This allows users to quickly identify locations with excess supplies or those running low.
Target Quantity: The ideal quantity of a supply to be kept in stock at a warehouse or location. This level represents a fully stocked state and is a benchmark for replenishing supplies.
Thresholds: Predefined levels for each supply that trigger alerts or notifications when inventory reaches certain points. These include the target quantity, warning level, and critical level.
Unit of Measure: The unit in which a specific supply, such as bottles, cases, boxes, or rolls, is measured and tracked. This ensures consistency and accuracy in inventory management.
Warning Level: The threshold at which users should start planning to restock a supply, indicating that inventory is getting low but not yet at a critical level.
Locations & Warehouses
Location Assignment: A section within Manage Supply Setup where you add and manage different locations that receive supplies, such as job sites or customer facilities.
Location Inventory: A section within the "Supplies" screen where users can view and manage the inventory of supplies at various locations. It allows users to monitor stock levels, identify shortages, and initiate deliveries.
Supply Assignment: A section of the system where you link specific supplies to warehouses and set the quantities of each supply that should be kept in stock.
Warehouse Assignment: A section within the system where you assign supplies to specific warehouses. Located at Manage Supply Setup, Supply Assignment.
Warehouse Inventory: The section on the "Supplies" screen that displays the current inventory levels of supplies at each warehouse. Users can view the available quantity of each supply and initiate deliveries from the warehouse.
Delivery System
Delivery Method: How supplies are transported from a warehouse to a location. This could include company vehicles, personal vehicles, or any other method of delivery. The system refers to these as "delivery trucks."
Delivery Screen: The screen that appears when creating or editing a delivery. It displays information such as the warehouse, supply, quantity, delivery method, and target delivery date.
"More Options": A button within the mobile app's "Create Delivery" function used when moving supplies between locations. It allows users to select the source location from which to transfer the supplies.
Reroute: A feature that enables delivery personnel to change the destination of a delivery in real-time, responding to unexpected needs or emergencies.
Target Delivery Date: The intended date for a delivery to arrive at its destination. This information helps in planning and tracking deliveries.
System Navigation & Tracking
Activity Tab: A feature within the system that logs every action taken, including requests, updates, and deliveries, providing a complete audit trail of all supply-related activities. It's located in two places: Supplies, Location Inventory, click the location. And Supplies, Warehouse Inventory, click the warehouse.
List Management: A section within Manage Supply Setup where users can manage lists of various system elements, including warehouses, supplies, and delivery methods.
Manage Supply Setup: A section accessible from the main "Supplies" screen via a camera icon, used for configuring various aspects of the supply system, such as setting up warehouses and adding new supply items.
Push Notifications: Customizable alerts that can be sent to mobile devices, notifying users of important supply-related events, such as low inventory levels or delivery updates.
Supplies Screen: The main screen for managing supplies. It provides an overview of inventory levels, deliveries, and supply requests. It's in the left-side list of menu items.
This glossary aims to provide a clear understanding of the key terminology used in Chronotek Pro's Complete Supply Management system.
Check out our Collection of articles on the complete supply management system.