ITrack Enterprise Overview - Revision history

Dillon Sadofsky: /* Questions */

2016-06-03T21:20:09Z

Questions

← Older revision		Revision as of 16:20, 3 June 2016
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	'''''5. [[#Customer Management\|Customers]]: Can you keep track of customer accounts? Are past sales and quotes saved for future lookup? Can you keep track of customers' vehicles and the work that you have done on them? Can you store information on parts that a customer is looking for that you may not have on hand? If so, is there a way to search that? What information can you store about a customer?'''''		'''''5. [[#Customer Management\|Customers]]: Can you keep track of customer accounts? Are past sales and quotes saved for future lookup? Can you keep track of customers' vehicles and the work that you have done on them? Can you store information on parts that a customer is looking for that you may not have on hand? If so, is there a way to search that? What information can you store about a customer?'''''

	'''''6. [[#Work Orders\|Work Orders]]: Can you ~~ahndle~~ service and work orders on both parts and vehicles for not only customers, but also for internally used equipment? Can you keep track of parts and labor that you have invested in ~~remanufactured~~ parts? Is that data reflected in the internal cost of the part or vehicle? Can you assign certain tasks to specific employees? Are there different pricing structures for internal part usage and for retail situations?'''''		'''''6. [[#Work Orders\|Work Orders]]: Can you handle service and work orders on both parts and vehicles for not only customers, but also for internally used equipment? Can you keep track of parts and labor that you have invested in re-manufactured parts? Is that data reflected in the internal cost of the part or vehicle? Can you assign certain tasks to specific employees? Are there different pricing structures for internal part usage and for retail situations?'''''

	'''''7. [[#Deliveries\|Deliveries]]: Is the software capable of keeping track of delivery schedules? Can you assign certain deliveries to specific drivers? If the part is shipped via UPS or FedEx, can you store tracking numbers in the program? Are there maps available suggesting the most efficient delivery routes.'''''		'''''7. [[#Deliveries\|Deliveries]]: Is the software capable of keeping track of delivery schedules? Can you assign certain deliveries to specific drivers? If the part is shipped via UPS or FedEx, can you store tracking numbers in the program? Are there maps available suggesting the most efficient delivery routes.'''''

Codeman at 18:26, 10 July 2009

2009-07-10T18:26:28Z

← Older revision		Revision as of 13:26, 10 July 2009
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	==Online==		==Online==

	~~[[Category:ITrack/Enterprise]]~~
	[[Category:ITrack/Enterprise/Concepts]]		[[Category:ITrack/Enterprise/Concepts]]

Codeman at 16:03, 10 July 2009

2009-07-10T16:03:01Z

← Older revision		Revision as of 11:03, 10 July 2009
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	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise]]
	[[Category:Enterprise Concepts]]		[[Category:ITrack/Enterprise/Concepts]]

192.168.5.1 at 20:22, 8 July 2009

2009-07-08T20:22:32Z

← Older revision		Revision as of 15:22, 8 July 2009
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	==Online==		==Online==

	[[Category:ITrack Enterprise]]		[[Category:ITrack/Enterprise]]
	[[Category:Enterprise Concepts]]		[[Category:Enterprise Concepts]]

Dillon Sadofsky at 00:59, 6 March 2009

2009-03-06T00:59:32Z

← Older revision		Revision as of 19:59, 5 March 2009
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	==Core Management==		==Core Management==
			In [[ITrack Enterprise]], [[Inventory\|inventory items]] can be independently configured to require core returns to the purchase vendor and core exchanges from a customer. In addition, optional return time windows can be configured per item (120 days/30 days/unlimited/etc) to keep track of how long after purchase a core can be returned. If a part is sold to a customer that requires a customer core exchange, an inherent core charge will automatically be added to the order. The amount of the charge is based on the inventory record's core pricing levels and the individual customer's pricing markups.

			If an acceptable dirty core exchange isn't entered immediately on the sale, an outstanding core exchange record will appear for that customer order on the [[Core Management Screen (Enterprise)\|core management screen]]. The core management screen keeps track of outstanding customer cores on the Customer Cores tab, shows returned customer cores on the Returned Cores tab, and shows outstanding vendor core charges on the Vendor Cores tab. As mentioned, the Customer Cores page allows the user to review and pursue outstanding customer cores. Once cores are returned, the Returned Cores tab allows the user to take returned core records and associate them with existing inventory records.

			This facilitates the use of dirty core pools (serialized or otherwise), or creation of individual used dirty core records for each return, depending on company policy. As with many options that ITrack leaves up to the user, often one option is easier for one business model while the other option facilitates a completely different process. In this case, a company that returns most of its dirty cores to a vendor or who doesn't care about keeping track of the items individually will probably keep items in a dirty core pool for a specific Part #. However, a company that is a certified remanufacturer for a part type or who deals in a lot of used parts might keep track of the items separately to better track individual used part performance.

			The last page, Vendor Cores, shows the user outstanding cores owed to purchase vendors. From here, the user can examine needed cores and initiate vendor returns. In order to facilitate returning cores with different core classes or qualities, the item that is returned to satisfy the owed core is flexible.

	==Customer Management==		==Customer Management==
			The [[Customer Management Screen (Enterprise)\|customer management screen]] in Enterprise is very flexible and
			To be continued...

	==Work Orders==		==Work Orders==

Dillon Sadofsky: /* Vendors & Ordering */

2009-03-02T21:15:54Z

Vendors & Ordering

← Older revision		Revision as of 16:15, 2 March 2009
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	==Vendors & Ordering==		==Vendors & Ordering==
	In ITrack, the tracking and maintenance of vendors and their catalogs is very well developed. Vendors can be entered with extensive information on the [[~~Vendors~~ (Enterprise)\|vendor screen]] and searched on the [[Vendor List (Enterprise)\|vendor list screen]].		In ITrack, the tracking and maintenance of vendors and their catalogs is very well developed. Vendors can be entered with extensive information on the [[Vendor Information Screen (Enterprise)\|vendor screen]] and searched on the [[Vendor List (Enterprise)\|vendor list screen]].

	From the [[Vendor Information (Enterprise)\|vendor screen]], an unlimited number of contacts/addresses associated with each vendor, in the case of multiple vendor contacts or locations. Minimum order information and minimum prepaid freight information can be entered for automatic order generation. Attachments can be associated with the vendor, in order to easily store catalogs, documents, rebates, and other documents. Vendor messages allow the user to create prompts that will automatically display on certain screens or print on certain reports when this vendor is associated with the document. Also from the vendor information screen the user can easily view that vendor's catalog (and create/view matching parts) and purchase order history.		From the [[Vendor Information (Enterprise)\|vendor screen]], an unlimited number of contacts/addresses associated with each vendor, in the case of multiple vendor contacts or locations. Minimum order information and minimum prepaid freight information can be entered for automatic order generation. Attachments can be associated with the vendor, in order to easily store catalogs, documents, rebates, and other documents. Vendor messages allow the user to create prompts that will automatically display on certain screens or print on certain reports when this vendor is associated with the document. Also from the vendor information screen the user can easily view that vendor's catalog (and create/view matching parts) and purchase order history.

Dillon Sadofsky at 22:40, 27 February 2009

2009-02-27T22:40:02Z

← Older revision		Revision as of 17:40, 27 February 2009
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	[[Category:ITrack Enterprise]]		[[Category:ITrack Enterprise]]
			[[Category:Enterprise Concepts]]

Dillon Sadofsky: This page is an overview of general ITrack Enterprise concepts, and is a good place to start for those that don't know what ITrack Enterprise is and want to find out.

2009-02-27T21:53:40Z

This page is an overview of general ITrack Enterprise concepts, and is a good place to start for those that don't know what ITrack Enterprise is and want to find out.

@@ Line 1: / Line 1: @@
-'''''1. What kind of parts can you enter into the program?  When dealing with new parts, can you set min and max stock limits?  Can you keep track of costs of each part?  Can you enter more than one part at a time?  What kind of information can you store about each part type and can you add pictures of each item?  How are parts labeled in Enterprise?'''''
+==Questions==
 Inventory is central to [[ITrack Enterprise]], and therefore a great amount of thought has gone into how it is stored, displayed, searched, and entered.  Enterprise is flexible and allows the user to enter pretty much anything into your inventory, even things that don't have a physical representation.  However, inventory history is much richer on those items whose quantity on hand fluctuates over time.
@@ Line 21: / Line 39: @@
 * And much more...
-<br>
+==Vehicles==
 In [[ITrack Enterprise]], the concept of teardown lists are somewhat central to the categorization of vehicle records in the system.  Essentially, the user can create as many teardown lists as they want, and associate one with every vehicle make/model combination.  Directly, teardown lists allow the user to choose a list of part types that are automatically created when vehicles of that type go through the teardown process.  For example, a company might only take the hood, wheels, engine, and transmission off of a certain class of vehicle.  Creating a teardown and associating it with those vehicles facilitates this process automatically.  In addition to the teardown process, Q&A for vehicles is associated with teardown lists, meaning that vehicles inherit their 'questions' based on their teardown type.
@@ Line 37: / Line 53: @@
 * Vehicle cost tracking: in order to properly track the performance of a unit in ITrack, purchase costs, related fees, and internal work/rebuild orders are all tracked for a vehicle.  ITrack Enterprise supports both VCR (vehicle cost ratio) part pricing and time of sale %OfP (percent of price) pricing.  In VCR pricing, a portion of a vehicle's cost is assigned to each of its components at the time of breakdown based on ratios configured in the teardown.  In %OfP, at the time of sale, parts consume a portion of a vehicle's cost when they are sold, based on a percentage of the part's sale price.  No matter how a company likes to track vehicle performance, ITrack can track, maintain, and report vehicle costs and sale performance.
-<br>
+==Vendors & Ordering==
 In ITrack, the tracking and maintenance of vendors and their catalogs is very well developed.  Vendors can be entered with extensive information on the [[Vendors (Enterprise)|vendor screen]] and searched on the [[Vendor List (Enterprise)|vendor list screen]].
@@ Line 48: / Line 62: @@
 Since vendors continuously release new versions of their catalogs, ITrack facilitates quick and easy vendor catalog importing.  These vendor catalogs can be imported either by ITrack specialists or by the user through the [[Data Management (Enterprise)|importer on the data management screen]].
-ITrack Enterprise also has a very fully featured automatic reordering subsystem.  Based on part usage on work orders, sales orders (quotes and invoices), transfer orders, and purchase orders, the system can calculate what the [[Available Quantity (Enterprise)]] and [[Quantity On Hand (Enterprise)]] is for the item at each branch.
+ITrack Enterprise also has a very fully featured automatic reordering subsystem.  Based on part usage on work orders, sales orders (quotes and invoices), transfer orders, and purchase orders, the system can calculate what the [[Available Quantity (Enterprise)|available quantity]] and [[Quantity On Hand (Enterprise)|quantity on hand]] is for the item at each branch.  This data is used to drive the [[Inventory Overview (Enterprise)|inventory overview screen]], which is designed to facilitate automatic, reordering, special order (hot item) management, consumption and order history, multi-branch purchase order creation, and stock transfer creation.  Available and on hand quantity, along with part information, such as minimum quantity, maximum quantity, Tag #, order history, and consumption history are presented to the user with a suggested order quantity.  This is designed to help the user build a suggested order to a specific purchase vendor.
 [[Category:ITrack Enterprise]]

Dillon Sadofsky: Frequently Asked Questions (Enterprise) moved to ITrack Enterprise Overview

2009-02-27T21:18:11Z

Frequently Asked Questions (Enterprise) moved to ITrack Enterprise Overview

← Older revision	Revision as of 16:18, 27 February 2009
(No difference)

Dillon Sadofsky at 21:17, 27 February 2009

2009-02-27T21:17:55Z

@@ Line 37: / Line 37: @@
 * Vehicle cost tracking: in order to properly track the performance of a unit in ITrack, purchase costs, related fees, and internal work/rebuild orders are all tracked for a vehicle.  ITrack Enterprise supports both VCR (vehicle cost ratio) part pricing and time of sale %OfP (percent of price) pricing.  In VCR pricing, a portion of a vehicle's cost is assigned to each of its components at the time of breakdown based on ratios configured in the teardown.  In %OfP, at the time of sale, parts consume a portion of a vehicle's cost when they are sold, based on a percentage of the part's sale price.  No matter how a company likes to track vehicle performance, ITrack can track, maintain, and report vehicle costs and sale performance.
 '''''3. Can you enter all of your vendors and their parts into the program?  Is it possible to do an import from a vendor catalog?  Can you automatically build purchase orders?  Is there a tool that allows you to make an educated decision as to which vendor to buy a part from?  Can you search for a vendor's parts even if you don't happen to have that part in stock?'''''
 [[Category:ITrack Enterprise]]

← Older revision		Revision as of 16:20, 3 June 2016
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	'''''5. [[#Customer Management\|Customers]]: Can you keep track of customer accounts? Are past sales and quotes saved for future lookup? Can you keep track of customers' vehicles and the work that you have done on them? Can you store information on parts that a customer is looking for that you may not have on hand? If so, is there a way to search that? What information can you store about a customer?'''''		'''''5. [[#Customer Management\|Customers]]: Can you keep track of customer accounts? Are past sales and quotes saved for future lookup? Can you keep track of customers' vehicles and the work that you have done on them? Can you store information on parts that a customer is looking for that you may not have on hand? If so, is there a way to search that? What information can you store about a customer?'''''

	'''''6. [[#Work Orders\|Work Orders]]: Can you ~~ahndle~~ service and work orders on both parts and vehicles for not only customers, but also for internally used equipment? Can you keep track of parts and labor that you have invested in ~~remanufactured~~ parts? Is that data reflected in the internal cost of the part or vehicle? Can you assign certain tasks to specific employees? Are there different pricing structures for internal part usage and for retail situations?'''''		'''''6. [[#Work Orders\|Work Orders]]: Can you handle service and work orders on both parts and vehicles for not only customers, but also for internally used equipment? Can you keep track of parts and labor that you have invested in re-manufactured parts? Is that data reflected in the internal cost of the part or vehicle? Can you assign certain tasks to specific employees? Are there different pricing structures for internal part usage and for retail situations?'''''

	'''''7. [[#Deliveries\|Deliveries]]: Is the software capable of keeping track of delivery schedules? Can you assign certain deliveries to specific drivers? If the part is shipped via UPS or FedEx, can you store tracking numbers in the program? Are there maps available suggesting the most efficient delivery routes.'''''		'''''7. [[#Deliveries\|Deliveries]]: Is the software capable of keeping track of delivery schedules? Can you assign certain deliveries to specific drivers? If the part is shipped via UPS or FedEx, can you store tracking numbers in the program? Are there maps available suggesting the most efficient delivery routes.'''''