🏢 Stores
Stores are different places where your company might operate and manage inventory. Stores help you organize your inventory, employees, financials, and more. Stores might represent an office location, a customer-facing storefront, a warehouse location that’s used for shipping only, etc.
Read more about Stores.
For example, I might run most of my customer sales out of my main address in Lincoln, Nebraska, and have a satellite warehouse in Omaha. I can set up each address as a store, and manage separate inventory at each store. If a customer comes to the Lincoln store and we can’t find a part on-site, I can search to see if we have the part at the Omaha store, and either transfer it from the Omaha store to the Lincoln store for customer pickup, or I can ship it directly from the Omaha store to the customer.
Employees will log into a store when they access ITrack. Employees can be restricted to a certain store if they only work at one store, such as a technician, or they may be allowed to log into any store, for example if they are a regional manager. User permissions are generally assigned to an employee based on the store or stores they can access.
Read more about User Permissions.
Inventory is tracked by which store keeps it in stock. Some inventory might be stocked at more than one store and can be replicated to all stores that stock it. In cases where inventory is tracked at more than one store, the quantity is always tracked separately for each store.
Read more about Replicating Parts.
Documents such as Sales Orders, Purchase Orders, and Work Orders are specific to the store they are created at. Documents are automatically created for the store that the user is currently logged into.
📦 Locations
Locations represent a physical inventory location inside of a store, and parts are assigned to those locations. Locations are configured specifically for each store. Bar codes can be attached to locations in order to use scanners to move inventory between locations, assist with picking, etc.
Locations let me specify where in my facility any part is located. For example, I might have parts out in the yard, at the receiving dock, or on a specific rack, such as Rack G12. I can set up my locations specific to each store.
Read more about inventory locations.
đź“Ť Regions
Regions are used to assign geolocations to Stores, Salespeople, or Purchasing Agents. Customers and Vendors that have addresses that fall within these geolocations can be automatically assigned to a Store, Salesperson or Purchasing Agent.
For example, I have an Omaha store and a Lincoln store. I assigned the counties around Omaha to the Omaha store, and the counties around Lincoln to the Lincoln store. Customers that have addresses in the Omaha area are automatically assigned to the Omaha store, and similarly for the Lincoln store. However, I have three sales people, one in Omaha, one in Lincoln, and one in Waverly about half way in between both stores. I can assign the Omaha counties to the Omaha salesperson, Lincoln’s county to the Lincoln salesperson, and the rural areas around both are assigned to the Waverly salesperson. A customer that lives just outside of Omaha is assigned to the Omaha store because it is their most convenient store, but assigned to the Waverly salesperson because that salesperson is best capable of serving that customer.
Read more about Regions.