Glossary of Terms

activate

To make active again. For example, activating a deactivated custom page makes the page customizations active again. Only deactivated objects can be activated.

activity line

Activity lines are line items on SmartTurn documents that reflect the original or primary warehouse transaction being carried out on the document. SO Items, PO Items, Receipt Items, Shipment Items, and Storage Items are all examples of activity lines. (Billing lines are not activity lines.)

activity line manager

Activity line managers use activity line manager criteria to let you easily manage particular subsets of activity lines from across all your documents. You can use activity line managers to view activity lines based on personalized search criteria.

activity line manager criteria

Activity line manager criteria are filters and sorts that specify a particular subset of the activity lines from your documents, based on attributes of the lines. You can create and save activity line manager criteria, then use these criteria to create activity line managers.

adjust from zero

A correction to an inventory level for a quantity that wasn't showing up at all--in other words, was at "zero" count in the location.

adjustable in location

The quantities in this location can be adjusted.

adjustments

An adjustment is the act of correcting the inventory count at a location.

admin lock

A setting for an item master, specified separately for each warehouse, which prevents the item from being processed in all transactions.

agent

The business affiliate for which the role is relevant. When you assign a role to a user, you are telling SmartTurn what the user can do in the application. When you complete the role assignment by designating an Agent for, you are telling SmartTurn which data the user can see in the application. See more information in User field descriptions.

allocation (soft)

Soft allocation refers to a quantity of an inventory item that is reserved for use in a specific warehouse operation. The inventory still appears on reports and is visible throughout the warehouse.

In SmartTurn, items are automatically soft allocated to shipments (when the shipment is created, for shipments from sales orders; or when the shipment is saved, for express shipments) and kits (when the kit is created). Multiple shipments can have soft allocations for the same inventory item as long as there is enough quantity of the inventory to fulfill all the shipments.

You can choose to soft allocate items on adjustments, bin transfers, and cycle counts if desired. Inventory that is soft allocated for one of these maintenance operations cannot also be soft allocated to a shipment, because the maintenance operation may change the properties of the inventory (such as its location) and invalidate the shipment.

ASN

An ASN (Advanced Ship Notice) specifies the content of a shipment container in advance of its receipt into the warehouse.

available to promise

Goods that are available to promise can be committed to a customer.

The Available to Promise (ATP) report (Reports>Available to Promise) displays the amount of inventory available to promise, that is, the total quantity on hand plus the pending purchases and pending kit creation, less the pending sales and the pending kit consumption.

back order

A back order is an unfilled customer order. Back orders can be due to insufficient inventory level to fulfill an order, an order which is past due, or both.

bill of material

A list of materials (components or ingredients) required to produce an item. SmartTurn uses a kit order to implement BOMs.

billing

Billing is the process of tracking charges for documents within SmartTurn, based on the Owner business affiliate, and then billing the Owner for those charges.

billing line

A billing line defines a specific, billable event on a document. Billing lines can be added manually or automatically computed based on billing policies set up for the business affiliate named on the document.

billing line manager

Billing line managers use billing line manager criteria to let you easily manage particular subsets of billing lines from across all your documents. You can use billing line managers to view billing lines based on personalized search criteria, and export sets of billing lines to use in creating invoices.

billing line manager criteria

Billing line manager criteria are filters and sorts that specify a particular subset of the billing lines from all of your billable documents, based on attributes of the lines. You can create and save billing line manager criteria, then use these criteria to create billing line managers.

billing policy

A billing policy is a set of information that establishes a rule for adding billing lines to documents. Although you can add billing lines to any document manually, creating billing policies allows you to automatically compute the billing lines needed for a particular document.

bin to bin transfer

A bin to bin transfer is the transfer of goods from one storage location to another.

blind receipt

A blind receipt is a one-step process for:

bonded location

When checked, the contents in this location have been set aside for some type of inspection or payment requirement. Both owned and non-owned locations can be bonded.

broker

Brokers are third-party agents or intermediaries conducting transactions and services on your behalf or on behalf of other business affiliates in your network.

build type

A build is an item that you manufacture or assemble from cost items.

business affiliate

A business affiliate is another company or partner with whom you do business. These include customers, vendors/suppliers, owners, carriers, and brokers. You can keep track of your business affiliates in SmartTurn so that you can save time by pre-populating basic information into routine documents. You can also choose to provide access to SmartTurn for a few, most, or all of your business affiliates, depending on your operation.

SmartTurn defines the following business affiliate types:

Capacity tab desc - Check capacity for eaches

When selected, the system checks the location capacity before allowing more goods to be put away. Once maximum capacity is reached, the system no longer allows goods to be put away.

SmartTurn only checks capacity with eaches as the unit of measurement. Be sure to determine the maximum capacity based on eaches.

carrier

Carriers provide both inbound and outbound transportation logistics services to your company.

charge type

A charge type is a service or fee that you bill for.

classification

A way to categorize or group your products. You can assign a classification (A, B, or C) to each item master.

Typically the ABC classification is used in cycle counting.

committed

Committed is a document status that indicates that a document has been exported from SmartTurn and sent to a third party application, such as an accounting package.

Only documents that are already in status Closed can be committed. Documents that are committed can never be edited in SmartTurn again, because a third party application is now relying on the information in that document to remain unchanged. For example, if you export a shipment to QuickBooks, marking the shipment as Committed lets SmartTurn know that QuickBooks is depending on the information in the shipment, for instance to create an invoice or to update a general ledger.

core field

A field provided by SmartTurn and not created by a user. Examples are: "Ordered Qty", "Warehouse", "Expire date", "Contact". You can modify a core field by changing its display name, display length, or (on edit screens), whether it is editable.

cost type

A cost is any item that is not sold as is. A cost can be used for manufacturing an item that will be sold, or it can be a necessary item for running the warehouse, like lightbulbs and toilet paper. All cost items are recorded as expenses.

custom field

A field you create to customize SmartTurn for your operation.

custom page

A screen in SmartTurn that you have customized. Once you customize a screen, it keeps the same name as it had when it was a Standard screen, but it contains one or more Custom fields, and/or displays Core fields or columns in a customized order.

customer

Customers are the organizations to whom you sell and ship goods. Customers are usually associated with sales orders.

customer ref

The reference field the customer of this item uses for tracking purposes.

cycle count

A cycle count is an inventory management procedure for physically counting a subset of inventory, along with the definition of that subset of inventory.

In SmartTurn, the subsets of inventory to be used in cycle counts are created using inventory managers.

deactivate

To make not active, but keep in the system. Deactivated objects cannot be acted on until they have been reactivated. For example, deactivated roles cannot be assigned to any users, and deactivated sales order items cannot appear on shipments.

default putaway location

The default putaway location for each item is the putaway location specified in the Warehouses tab on the Item Master.

default role: accountant

The accountant role is responsible for generating invoices for business affiliates. This person is in charge of computing, editing, finalizing, managing, and exporting billing lines for all billable SmartTurn documents.

default role: back office administrator

The Back office manager role has purchasing and fulfillment responsibilities within a warehouse or across multiple warehouses.

default role: broker

The Broker role is appropriate for, and assigned to, a third-party agent or intermediary conducting transactions and services on your behalf or on behalf of other business affiliates in your network.

default role: buyer

The Buyer role is responsible for ordering from suppliers and vendors for one warehouse or several warehouses.

default role: carrier

The Carrier role is for transportation logistics service providers you work with who would benefit from seeing their scheduled shipments and shipment details.

default role: contract manager

The contract manager role is responsible for setting up billing policies for business affiliates, and for viewing transactions relevant to billable business affiliates.

default role: customer

Customers are the organizations to whom you sell and ship goods. Customers are usually associated with sales orders.

default role: inventory clerk

The inventory clerk is responsible for monitoring inventory at one warehouse or in several warehouses.

default role: operations manager

The Operations manager role is responsible for overall floor operations, handling the material/inventory/product that is inbound/outbound/consumed/processed at one warehouse or in several warehouses.

default role: owner

The Owner role is used specifically when the primary SmartTurn company (your company) is a "Third-party" Logistics operator (3PL). If this is the case, the inventory you store belongs to different owners. You may want to assign the Owner role to inventory owners so they have access to see their own inventory.

default role: receiving clerk

The Receiving clerk role is responsible for receiving inventory at one warehouse or in several warehouses.

default role: sales representative

Sales representatives are responsible for outbound sales orders for one warehouse or several warehouses.

default role: shipping clerk

The Shipping clerk is responsible for shipping inventory (or otherwise making a record that goods/materials were consumed) at one warehouse or in several warehouses.

default role: SmartTurn administrator

SmartTurn administrator is a "superuser" role that has access to all SmartTurn functionality and can see all of your company's logistics data. They create and configure all your company's reference data needed to run your operations.

default role: vendor

The Vendor role is for users who provide goods to your company, fulfilling your purchase orders that you may manage within SmartTurn. Vendors can also create POs on your behalf, and have visibility to all POs with their company named as the vendor. On receipts with their company named in the vendor field, the Vendor role has permission to view items he shipped, so that he knows the items arrived at their destination successfully.

default role: warehouse administrator

Each warehouse has one or more people who can configure and administer settings for that particular warehouse. Warehouse administrators configure reference data functions within the Administration tab, and have full access to SmartTurn on a warehouse-by-warehouse basis.

directed putaway

Directed putaway is a putaway process that uses rules defined by the warehouse.

discontinued

A setting for an item master, specified separately for each warehouse, which prevents the item from being ordered.

dispatch

Dispatch is a term used with purchase orders and sales orders to indicate that the document has been approved or sent off.

Within SmartTurn, a purchase order or sales order that has a status of Approved means that it has been dispatched and is no longer editable, but that it hasn't yet been received (for a PO) or shipped (for an SO).

do not check capacity

If this is checked, the system will permit any number of units to be putaway to this location.

document / document type

In SmartTurn, document is a general term that refers to any screen that can be saved. Document type refers to the kind of document in question. Purchase orders, sales orders, and shipments are all document types in SmartTurn.

Business affiliate billing policies must reference a specific document type.

door location

A door location is a location positioned near a door.

due date

The date the shipment is/was due to be delivered to the customer. For reference only; setting this date does not automate any functions.

Use the Due date to help determine your Expected ship date. After the shipment is shipped (Date shipped), you will want to have access to all three dates for your records.

The Due date appears in these screens:

Document screens

List screens

  • Add Shipment
  • Edit Shipment
  • View Shipment
  • Pending Shipments
  • View Shipments

EAN

Article Numbering Code.

employee

A person who is hired to provide services to your company on a regular basis in exchange for compensation and who does not provide these services as part of an independent business.

expected ship date

The date you expect the shipment to leave your warehouse as a shipment. For reference only; setting this date does not automate any functions.

If you save a shipment but don’t ship it right away, you will want to specify a target ship date, while considering the Due date (the date the shipment is expected to arrive at its destination). After the shipment is shipped, you will want to have access to all three dates for your records.

The Expected ship date appears in these screens:

Document screens

List screens

  • Add Shipment
  • Edit Shipment
  • View Shipment
  • Pending Shipments
  • View Shipments

expiration date controlled

An item that is expiration date controlled requires an expire date for each unit in inventory. This means that if the item master specifies that the item is expiration date controlled, it must have an expire date, beginning with the receipt, while it is in inventory, and when you add it to sales orders and pending shipments.

expire date

For perishable goods: the expiration date associated with an inventory item. For reference only: The SmartTurn system will not alert or prompt you when the date passes. The system also does not prevent you from assigning an expiration date in the past or far into the future. Format is mm/dd/yyyy.

explode

To explode is to replace an inventory item with the components that are used to produce that item, given a kit specification for the exploded item.

express putaway

A putaway process where the goods are put away directly without staging.

express shipment

Express shipment is a one-step shipment process where you create the shipment and ship it in one step.

fill rate

Fill rate is a measure of shipping performance, expressed as a percentage.

There are many different ways to calculate fill rate. Generally, it is calculated as the percentage of "some measure" of inventory shipped out on the initial shipment against a sales order, relative to all of the inventory on the sales order. The "some measure" may be number of lines on the sales order, number of line items across all lines on the sales order, number of eaches on the sales order, number of cases on the sales order, value of eaches on the sales order, etc.

forward location

A forward location is a location you pick from.

fulfillment

Fulfillment refers to the process of picking, packing, and sending goods from the warehouse to a customer.

general ledger / general ledger code

The main accounting record for a business. You can assign a particular general ledger code to each item master. You can also assign a particular general ledger code to each charge type (each service or fee that you bill for).

group

The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.)

hold

A setting for an item master, specified separately for each warehouse, which prevents the item from being shipped or added to sales orders.

This item master hold is different from a license hold.

hold type holds

A hold that prevents any item assigned that license (tag) from being shipped (transfers are ok).

inventory item

An inventory item is a particular, physical quantity of an item master. The goods in a single inventory item share all of their specific details, such as location and owner, but may have different license numbers. The goods may be soft allocated to different warehouse operations, however, the quantity allocated cannot be more than the total quantity of the inventory item (that is, multiple allocations against a single inventory item do not overlap).

inventory manager

Inventory managers are collections of inventory manager criteria that let you easily manage particular subsets of your inventory.

You can use inventory managers to:

inventory manager criteria

Inventory manager criteria are filters and sorts that specify a particular subset of your inventory, based on item-level attributes. You can create and save inventory manager criteria, then use these criteria to create inventory managers.

inventory turns

Inventory turns, also called inventory turnover, refers to the number of times that your inventory cycles or turns over per year. It is most often calculated as (cost of goods sold for a given period) / (average inventory for the period).

item master

An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.

item master group

The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.)

item master type

A type of item master, either Purchase, Cost, Build, Service.

IUT

Inter-unit transfers. The movement of materials between warehouses within the same company.

kit

A kit is a document that fulfills a kit order by transferring the component items into a Kit WIP (Work In Progress) location to be built, then adding the newly assembled items, and any by-products, into inventory.

kit order

A kit order is a document that specifies goods to be produced, assembled, or manufactured in your warehouse.

kit specification

Kit specifications describe how to assemble a quantity of a product (item master).

label printing

Sometimes, you need to print information about your transactions, such as shipments or receipts, or about your items, directly on to labels.

If you have a label printer, you can use SmartTurn to print labels that include information from your shipments, shipment items, receipts, receipt items, or inventory items. Additionally, if you have your own copy of label design software, you can create your own label templates or designs, upload them to SmartTurn, and then print labels using your SmartTurn data and these templates. SmartTurn supports the NiceLabel family of label design software (.lbl files).

license bundles

A license bundle is a set of individual function permissions in SmartTurn.

When you are setting up access to your system, you give each role in the system a unique name, a description, and a specific combination of permissions. Then you assign one or more roles to one or several different users.

The individual function permissions that are available to assign to a role are determined by the license bundle(s) to which your company subscribes.

license hold

When creating or editing a license number, you can optionally set the hold status of the license number. How you configure your licenses impacts whether a licensed item is available for picking.

A license hold is different than an administrative (item master) hold.

Hold types

There are 2 types of holds for licenses in SmartTurn: Hold type and Warn type. Each type has different handling implications, as noted below.

license number

A license number, also called a tag number or pallet number, is an ID label generated by SmartTurn (default) or by the user (optional) that is attached to a particular item, container, pallet, etc. This number can be a pallet number, tote number, lot number, or any other number used to identify an object, pallet, or item.

location

A location is a site where you store goods. How a location is configured determines how it is used and what restrictions there are on its use.

location capacity check is only for eaches

SmartTurn only checks capacity with eaches as the unit of measurement. Be sure to determine the maximum capacity based on eaches.

location type

lot controlled

An item that is lot controlled requires a lot number assignment for each unit in inventory. This means that if the item master specifies that the item is lot controlled, it must have a lot number, beginning with the receipt, while it is in inventory, and when you add it to Sales orders and pending shipments.

number of eaches that fit in a location

Enter the number of eaches you will allow in this location. You can only set this if Check capacity for eaches is selected.

outbound id

An Outbound ID is a unique number assigned to each unit being shipped during the outbound process. Items with Outbound IDs are said to be Outbound ID Controlled.

outbound id controlled

An item that is Outbound ID Controlled requires a unique identifier for each unit on a shipment during the outbound process.

owned location

When checked, the contents in this location are owned by a third party.

owner

Owners own inventory or goods you store. If you have business affiliates who are owners, your company is probably a Third-Party Logistics provider (3PL).

owner ref

The reference field the owner of this item uses for tracking purposes.

parcel posting

In SmartTurn, parcel posting refers to recording parcel-specific information to be saved in your shipment record, such as tracking number and estimated charges from the parcel carrier. (This information is typically unavailable at the time you ship the shipment in SmartTurn.)

After your shipment is shipped in SmartTurn, you can parcel post the shipment. You can either recording the parcel-specific information manually, by keying in the information when you parcel post the shipment, or by using a third party application.

pick plan

Criteria and priorities used to select goods for a shipment. Dependent in SmartTurn upon whether you want to pick by inventory item, pick by license number, or pick by a predefined pick policy.

pick policy

A pick policy is an order in which items should be picked together with information about when that order should be used. In SmartTurn, you create pick policies from inventory managers.

pickable location

When a location is pickable, goods can be picked for shipment from this location.

picking

Selecting shipment items from inventory. Often based on a set of priorities (pick plan).

product ID

The Item number that the Vendor for this product uses.

purchase order

A purchase order is a document that specifies commodities ordered from a specific vendor, as well as the cost, terms, and conditions of that order.

purchase order status

The PO status is one of the following:

purchase type

A purchase is an item that can be bought.

putaway

Putaway is the process of placing goods into storage locations. There are two different types of putaway processes:

putaway location

When checked, goods can be putaway in this location.

putaway plan

A report listing all the items to be put away and the locations where they go.

QOH

Quantity on hand. A report that provides an update of current quantities in inventory.

receipt

A receipt is the record of an intake of goods into the warehouse inventory. For example, if a shipment of 12 crates of oranges arrives at the warehouse, you create a receipt for those 12 crates of oranges.

receipt status

The state of the receipt. Values include:

recovered documents

If you are in the process of creating a document, such as a sales order or shipment, and you leave the system unexpectedly, SmartTurn recovers your work for your automatically. You can then choose to save or delete these recovered documents.

For example, if you are in the process of creating a receipt and your internet connection fails, SmartTurn recovers your partially created receipt. You can then choose to save or delete it.

reorder point

The point at which the item is considered low on stock. Any time an item goes below this point, it appears in the Inventory Stockout report under Reports>Inventory Stockout.

However, if you leave the reorder point as zero, the item will not appear in the stockout report when it reaches zero.

RMA

RMA stands for Return Materials Authorization, a number that is assigned to a return record.

role

A role is a specific combination of individual function permissions in SmartTurn. You give each role in the system a unique name, a description, and a set of permissions. You can assign a single role to one or several different users. SmartTurn applies the set of permissions contained in the role within the context of the user's assigned warehouse(s), and agent(s).

The individual function permissions that are available to assign to a role are determined by the license bundle(s) to which your company subscribes.

sales order

A sales order is an order placed by warehouse customers for warehouse goods.

sales order status

The state of the sales order. Values include:

serial controlled

An item that is serial controlled requires a serial number assignment for each unit in inventory. This means that if the item master specifies that the item is serial-controlled, it must have a serial number, beginning with the receipt, while it is in inventory, and when you add it to sales orders and pending shipments.

There are four types of serial control in SmartTurn:

serial number

A unique number assigned to each inventory item. Items with serial numbers are said to be serial controlled.

service type

A service is any work that is provided, such as the assembly of a gift basket or the manufacture of a tool.

shipment

A shipment is a record of goods to be shipped or that have already been shipped.

shipment status

The state of the shipment. Values include:

split

To split is to separate line items of the same item master. This is useful for instance if you need to enter different attributes, such as different serial numbers.

There are two ways to split the quantity in single line items:

staging location

A staging location is a location where you organize goods/boxes for putaway or shipment.

standard screen

A screen provided by SmartTurn, as it exists before you customize: Examples are: "Receive Purchase Orders", "Quantity by Inventory", "Transfer Item", "Edit Item Master Group", "Edit Sales Order #: SO-nnn". Standard screens that are available in SmartTurn for customization are called "customizable pages." (Only some Standard screens can be customized.) You can customize a Standard screen by:

stockout

An inventory item whose total quantity on hand in a particular warehouse is less than the reorder point for that item master for that warehouse as specified in the item master record. The Inventory Stockout report (Reports>Inventory Stockout) lists these items.

storage

A storage document is a record of inventory items that are owned by a particular Owner. The effect of a storage document is to save a snapshot of a subset of inventory at a given point in time.

storage location

A storage location is a location used for storage.

tag

Tag is another term used to refer to a license number.

tagged quantity

A quantity of inventory with an assigned license number.

transaction

In SmartTurn, transaction is a general term that refers to any system action that can change inventory. Receipts, bin transfers, adjustments, and cycle counts are all examples of transactions in SmartTurn.

transfer order

A transfer order is a request to move goods between warehouses owned by the same company.

unit of measurement

How a warehouse item is measured. One item might use several different units of measure, depending on where it is in the business process. For instance, an item might be received in cases, stored in inventory as pallets, and shipped as eaches.

SmartTurn allows you to create separate units of measure of inventory, shipping, receiving, weight, billing, and measurement.

Sample values are:

untagged quantity

A quantity of an inventory item that does not have a license number assignment.

UPC

Universal Product Code. The bar code for an item.

vendor/supplier

Vendors are the organizations that provide goods to your company. Vendors are usually associated with purchase orders.

void

Voiding is a one step process for cancelling a transaction and optionally undoing the effects of that transaction.

For example, voiding a shipment is a one step process for cancelling all or part of each shipment line item and optionally returning that cancelled quantity to inventory.

warehouse

A commercial building for the storage of goods.

In SmartTurn, you can create multiple warehouses, with separate contact information and locations for goods in each one. You can view your inventory for a specific warehouse, or across all warehouses.

warn holds

A hold on a license (tag) that throws a warning when any items with the license (tag) are added to a shipment (transfers are ok).

WIP location (kits)

A Kit WIP (Work in Progress) location is used for assembly or manufacturing. (Each kit document must specify a Kit WIP location. When you start building the kit, the component items are transferred to the Kit WIP location.)