Bill of Materials (BOM)

All of the Buy Items and Make Items that are required in the Routing of a Make Item.

Buy Item

An Item that you purchase from a Vendor. Buy Items can be used as an input in the Routing of a Make Item. They can also be re-sold to your own Customers if marked as sellable

Company

A Company can be a Customer, who you sell to, or a Vendor, who you buy from. (One Company can be both a Customer and a Vendor, if you want.)

Customer

A Company who you sell to.

Cycle Session

An Operator uses Cycle Session during a Session to record the output of each machine or tool run.

Demand

Demand is the idea that there is a requirement to physically possess a quantity of an item. Demand can be created from different entities such as Sales Order Line Items or Minimum Stock

End Session

An Operator uses End Session to finish a Session and record its output.

Input Part

An Input Part is an item that is consumed by an Operation.

Inventory

The real-world existence of an item

Item

A Buy Item, WIP Item, or a Make Item.

Line Item

An Item that has been attached to a Quote, Sales Order or Purchase Order. Each Line Item has a Unit Price and Quantity.

Make Item

A Make Item is something that you manufacture in your workshop. Make Items are the output of a Routing. They can also be the input.

Minimum Stock Demand

A demand type that is generated based on having a certain number of parts always on-hand. This is useful for make-to-shop manufacturers.

Misc Charge

A Misc Charge (miscellaneous charge) can be added to Quotes and Sales Orders to adjust the total price. They can have any purpose, including delivery charges, installation charges, fees for urgency, etc.

Non-Conformance Report (NCR)

An Operator should generate an NCR when an action in a Session was not successful, for example if quality standards were not met.

Op Details Page

The page that shows the details related to the operation.

Operation

A step in a Make Item’s Routing. Each Operation uses one Process, has at least one Input Part, and one Output Part. Operations can be chained together so the output of one is the input of the next.

Operator

A person who physically runs Work Centers.

Operator Home

The page that shows the Priority List.

Output Part

An Output Part is created in an Operation. It is the Input Part of the next Operation, if there is one.

Priority List

A list in the app of the Operations that BOTH need to be completed and are ready for work. Populated through Work Generation & Demand.

Process

An action that can be done using a Work Group. Typically, this is an action on a tool or machine, like Cut with table saw. Each Operation in a Make Item’s Routing makes use of a Process.

Purchase Order

An order for goods that you have agreed to buy from a Vendor. Contains Line Items. Purchase Order Line Items can only be Buy Items.

Purchasing List

A list in the app of the Buy Items that need to be purchased. Populated through Work Generation & Demand.

Quote

A Quote is a proposal for work that is sent to a Customer. Contains Line Items and/or Misc Charges. Quote Line Items can be both Buy Items and Make Items. Becomes a Sales Order if accepted.

Receiving List

A list of open Purchase Orders that we are awaiting to receive. Unlike the other lists, this list is detached from work generation and is ONLY set from open Purchase Orders.

Routing

The steps that define what is required to create a Make Item. Each step is called an Operation. The inputs into routing can be Buy Items, or other Make Items (with their own Routing). This lets you build up complex products in stages.

Sales Order

An order for goods that you have agreed to sell to a Customer. Contains Line Items and/or Misc Charges. Sales Order Line Items can be both Buy Items and Make Items.

Session

Work done by an Operator for an Operation. Produces parts every time Cycle Session is used. Ended with End Session. Can also produce Non-Conformance Reports (NCRs).

Shipping List

A list in the app of the Items that are ready to be shipping out through Sales Orders. Populated through Work Generation & Demand.

SKU

SKU stands for Stock Keeping Unit. It’s a unique identifier that businesses use to track a product for inventory purposes. SKUs can vary from one manufacturer to another, even for the same product. They commonly distinguish a variant of a particular product from another.

Transaction log

The transaction log shows the history for an Item, recording who changed what and when).

Unit

The unit that parts are tracked in your system. ea units must be created and consumed in whole quantities. All other units can be

Unplanned Work

Unplanned Work is a Session that is triggered manually, rather than due to Demand from Sales Orders.

Vendor

A Company who you purchase Buy Items from.

Work Center

An individual tool or machine that work gets accomplished on. Part of one or more Work Groups.

Work Generation

How StartProto generates what your team needs to do. The input to this is demand and routings, and the output is what shows up on the Shipping, Purchasing, and Purchasing Lists.

Work Group

A category of tool or machine. Actions done on a Work Group are called Processes, which are part of a Make Item’s Routing.

Work In Progress (WIP) Item

A WIP Part is a special type of Output Part that is only used as the Input Part of the next Operation in a Routing.