- Receiver
- A person or company that physically receives delivered goods from your company: the delivery location and may or may not be the customer. Examples: a chain store owns Store #177 but all billing goes to headquarters. Store #177 is a receiver as they do not deal in bill-ables or payables.
- Roles
- Consider Roles as the type of work or functions fulfilled by employees. Roles are created to define the privileges and security assigned to User(s). It is helpful to think of a Sales Office with a staff of 8. Group the common functions of all of your Sales staff to create a Sales Role. A Role must have at least one User assigned to it in order to be functional. It is not necessary to create and use Roles. Roles is a tool you can employ to manage what your Users can see and do in ENVIO .
- Run
- Process for transferring raw or pre-sorted product into packaged, ready-to-ship product
- Site
- The physical location of your office/facility/shed is a Site. A Site must have a unique address, and your company can have multiple Sites. A Site is the hierarchical parent of Locations and Stations.
- Station
- Stations are physical areas where a specific workflow progresses. For example, you may have two pallet tag Stations, two shipping Stations, three sales Stations, and a receiving Station. There is no limit to the number of Stations you can set up. A Station is a hierarchical child of Site and is a sibling of Locations. You may want to establish Policies for a unique Station.
- Supplier
- A person, company, or vendor that provides materials or commodities for you to pack or use in creating a finished product. Examples: A corn grower who sells raw produce, a cardboard tray manufacturer, a import company that sells you raw berries.
- Trading Partner
- Trading Partners are all business entities with which you conduct business transactions. This includes: Suppliers, buyers, customers, etc. A trading partner is loosely defined as a company or entity that another company or entity does business with regularly. How a trading partner interacts with your company depends on the relationship.
- Transporter
- A person or company that moves product between locations, to customers, or to receivers. Examples: trucking companies, cargo shippers, and rail shippers
- User
- Users are named individuals with permissions to log into and use ENVIO . Create a separate User Record for all employees who will access ENVIO . You can assign one or more Roles to a User, and he will be able to enter data based on the criteria set by his assigned Roles. Users do not need to be assigned a Role to access and use ENVIO .