Terms and Definitions
Order Types:
Production
Fulfillment
Service
Product Types: this is the type of product that is being produced. These cannot be edited/added.
- Card
- Deck Board
- Digital
- Folder
- Swatch
- Tray Board
- Tray Card
Product Subtypes: this is a subtype of the product being produced. These are able to be edited/added under Admin --> Orders --> Product Subtypes
Component Types vs Product Component Types:
Component Types are set up by choosing a Product Component Type- These are being used to create the product. The below are the systems Common product component types.
Go to Admin --> Orders --> Component Types to add Custom component types.
- Hardware
- Plastic
- Raw Material
- Sample
- Service
Service Types vs Material Types:
GL Codes- If using the purchasing or any manufacturing modules, GL Codes are used for determining how expenses and revenues should be applied within your accounting system. We require a minimum of two GL Codes: one for revenue and one for expense. If you have no need of exporting accounting information from Blue Kollar to an accounting system, send in a support ticket and someone on our support team can create the required default GL Codes for you.
NOTE: they are identical, but are not the same!
Inventory Types:
Serial Numbers: Blue Kollar has a number of generated numbers that identify various things:
- Invoice Batch # (prefix: IB-)
- Invoice # (prefix: I-)
- Item Serial # (prefix:S-)
- Job # (prefix: J-)
- Order # (prefix: O-)
- Package # (prefix: PK-)
- Pick Ticket # (prefix: PT-)
- PO # (prefix: PO-)
- Project # (prefix: PJ-)
- Shipment # (prefix: S-)
Employees:
These are extensions of Blue Kollar users. An employee can have roles that allow them to take part in the various workflows within Blue Kollar. For example, an employee can be a user that is a customer service rep. That means they can be assigned orders. That means they can take part in labor/production tracking. A user that is not setup as an employee cannot take part in those types of activities.
Cost Center Group:
Think of this as something similar to a department (or grouping) of cost centers. You can use whatever grouping you'd like, but it should be something similar to Art or Office. It should be generic enough to contain various cost centers that belong to it. I'd recommend avoiding specific or narrow groupings unless necessary.
Cost Center:
The place or equipment that will incur costs or produce something. We (Inventure) initially envisioned this as something similar to bindery 1, 2, 3, etc or other specific equipment/workstations. Again, you can make this whatever best fits your business structure, but this will be what costs and production are summed, grouped by.
Cost Center Event:
Events that happen at cost centers that result in costs or production. This could be anything from Setup, Clean Up, Received, to anything else. These are what should be triggering employees to record costs or production. Events can be cost center specific or they can be universal (used by any cost center).