Unit: A general term representing the items and containers tracked in the system.
Handle: The ID number for items, containers, areas, teams, and other entities. Often represented by a scannable barcode. Serialized items and containers have a unique Handle ID. Quantity-tracked items inherit the Handle ID from the item master, so multiple records can share the same Handle. Areas are also defined by a unique Handle ID. Anything labeled as "ID" or "Code" in the system is a Handle.
Item Master: Also referred to as a part number, SKU, or item code. Represents the primary identifier for units tracked in the system, typically the number used to order from a vendor or sell to a customer. Quantity-tracked items reuse the item master number as the unit handle. Serialized items have separate unique handle IDs but are still associated with an Item Master.
Facility: An internal location representing a warehouse, stockroom, or plant. Typically has a physical address. Also referred to as a Site, Location, or Warehouse. In PanatrackerST, a Facility is always associated with a Team, usually one-to-one, though multiple facilities can be associated with a single Team.
Team: The custodian or owner of units tracked in the system. Users are assigned to teams to complete transactions and access unit details. There are two team types:
Custody and ownership of units are associated with a Team. Unit location is tracked based on the facility and addresses set up under the Team.
Custody: The current team or user responsible for and in possession of tracked units. Custodians can be internal teams, users, or carriers.
Ownership: The team that owns the tracked units. Owners can be internal teams or customer teams. Ownership can also be assigned at the organization level rather than a specific team. Different rules apply for internally owned versus customer-owned units. Ownership can be transferred using the Transfer Ownership transaction or (for internal ownership) based on rule setup. It is recommended to set internally owned quantity-tracked items as owned by the organization.
Project: A generic term representing a project, job, or contract. Customers and addresses (both customer and internal) can be associated with a project.
Reservation: Part of the Check Out process. When a unit is added to the check-out list, its status changes to Reserved. Selected units can remain reserved under a Reservation ID for later check out, or be checked out immediately.
Scan First: A mobile app feature that supports scanning a handle (item, container, or area) in the user's current custody. Returns information about the unit and provides shortcuts to available transactions.