Contacts & Definitions
Support — Contacts & Definitions
1. What this page is for
Two things every other guide points back to: who to ask when a screen will not do what you need, and what the words on the screens mean. If a guide says "tell the Logistics Manager", this is where you find out who that is today.
2. Who to ask
Work up the list. Start with the Logistics Manager — most questions stop there.
| Ask about | Who | Title | How to reach |
|---|---|---|---|
| Anything on the warehouse floor: bins, counts, picks, an item that will not scan, a number that looks wrong | Alex Tipton | Logistics Manager | Slack, or in the warehouse |
| How the system is supposed to work, a rule that seems wrong, a change you think is needed, access levels | Dave Cantin | Business Consultant | Slack, dcantin@solalt.com, 504-616-3604 |
| Anything about money on an item — cost, purchase orders, vendor bills | Connie Corkern | Administration | Slack |
| Final say on anything, and anything urgent nobody else can clear | Jeff Cantin | President | Slack |
Two habits that save everyone time:
- Say the SKU and what you expected to happen. "PV-275 shows 12 in bin A-3, I counted 9" gets an answer far faster than "the count screen is broken".
- If a screen showed you a message, quote it. The messages are written to say exactly what was refused and why.
3. The words we use
The screens use one word for one thing, on purpose. Where the floor uses a different word for the same thing, it is listed as a synonym — the screen word is what you will see.
| Word on the screen | Also called | What it means |
|---|---|---|
| Requirement | demand, need, what the job needs | What a job needs from the warehouse. A Requirement is a request for material, not a promise that it is here. |
| Requirements Order (RO) | material list, pull sheet | A numbered group of Requirements for one job, so material for a job travels together. |
| Pick | pull, take, issue | Removing an item from a bin because a Requirement needs it. |
| Return | put-back, restock | Putting an item back in a bin — material that came back from a job, or was picked in error. |
| Count | cycle count, physical count, inventory | Walking to a bin, counting what is actually there, and entering that number. A cycle count is a few items at a time; a physical count is everything at once. Same screen either way. |
| Bin | shelf, location, slot | A box on a shelf. The smallest place an item can live and the place a picker is sent to. |
| Warehouse | building, shop | A building. |
| Storeroom | room, cage, crib | A room inside a warehouse — a subset of it. |
| Gen-Loc | general location, area | The building or area an item lives in, chosen from a list an Admin maintains. Coarser than a bin. |
| SKU | item number, part number (ours) | Our item number. The one number QuickBooks, the handhelds and every report agree on. |
| Mfr Part No | manufacturer part number, MPN | The manufacturer's number for the same item. Used for ordering and warranty, never for our records. |
| UOM | unit, unit of measure | How we count it — each, feet. |
| Count Group | count rotation | Which counting rotation an item belongs to, so counts get spread through the year. |
| ABC | ABC code, value class | A, B or C ranking by value and movement. A items get counted most often. |
| Variance | difference, discrepancy | Counted quantity minus what the computer believed. Shown in units and in dollars before anything posts. |
| Batch | posting, count batch | One group of counts posted together, with a code like CC-20260904-1132, so a day's work can be found again. |
| Tile | button, box, option | A menu option — the squares on the Logistics Main Menu and the Handheld Menu that take you to a screen. Every screen's banner names itself with the same words as the tile that opens it. |
| Chip | filter, button, pill | An active square on a screen that filters the list you are looking at, usually with a live count on it, like "Needs a bin". |
| Audit trail | history, log | The permanent record of every change: field, old value, new value, who, when. Nothing can be changed without leaving a line, and lines cannot be deleted. |
| Archived | inactive, retired, switched off | An item we no longer use. Hidden from normal lists, never deleted. |
| RO Inbox | staging, waiting room | Where a job's material list waits before anyone turns it into a Requirements Order. Nothing in it is an RO yet. |
| Accept / Hold / Reject | approve, park, throw out | The three things you can do to a row in the RO Inbox. Accept creates (or refreshes) the RO; Hold and Reject both need a reason typed in. |
| Hold (on a line) | flagged, on hold | A single line that needs a person's attention — usually a SKU that isn't in QuickBooks, or no quantity on the sheet. It never blocks the rest of the order, and it clears itself once the last open issue on that line is resolved or ignored. |
| Class | department, QuickBooks class | Which part of the business an RO belongs to. Only four are offered: Administration, Commercial, Residential, Service. Maintained on the Settings screen. |
| Type (on an RO) | job type | Residential, Commercial, Service or Truck — what kind of work the order is for. Separate from Class. |
| Rush | R, hot, emergency | A request that can't wait for the normal ordering round. A Rush RO carries priority R, sorts to the top of the PO Workbench, and shows how long it has been waiting. |
| Priority | urgency, R / 1–5 | R for Rush, otherwise the 1–5 that came from the job in FieldPulse. Only Rush can be set or cleared in this app, and only by an Admin or Level 1 (or by the Rush handheld screen when a tech sends a request). |
| Buy list | shopping list, order list | A saved list of what to buy, created on the PO Workbench. Saving one does not order anything — purchase orders are still keyed in by hand. |
| Pending Count | count before buy, CC | A buy-list line that is waiting on a physical count before it can be ordered. It clears when that item is counted, or with the CC Complete button. |
| Qty to Order | recommended qty, rec qty | What the Workbench thinks you should buy: what's needed, less what's on the shelf, less what's already on a purchase order or on another saved buy list, plus a top-up to Max when the item is heading below Min. |
| Adj Quantity | adjustment, override | A plus-or-minus change a person makes to what the BOM asked for, on the Requirements Order screen. The original BOM number is never overwritten. |
4. When a word is missing
If people on the floor call something by a name that is not in this table, that is worth fixing — tell the Logistics Manager and it gets added here. The point of the table is that one thing has one name, so a message about a problem means the same thing to everybody.