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      Acumatica Glossary

      Overview of Key Acumatica Terms / Naming Conventions

      Location Types:

      • Brand Name - Where Inventory Is Stored that meets all Petalfast requirements until ready for sale 
      • Quarantine - Where inventory is stored for QC/Intake
      • Receiving - Where inventory is stored during Receiving
      • QuarentineOutBnd -  Where inventory is stored when ready to ship

      Order Types:

      • Submitted - The buyer or sales rep placed an order via LeafLink.
      • Accepted - The sales rep accepted the order and confirmed it can be sent to the retailer.
      • Fulfilled - The order has been picked, packed, and staged for delivery.
      • Shipped - The product has been sent out for delivery and is no longer in your facility.
      • Complete - The retailer has received the order.
      • Rejected - You have chosen to cancel the order.
      • Backorder - The items in this order were on backorder at the time of purchase and will be accepted once they are back in stock.
      • Canceled - The retailer has chosen to cancel their order.

      Inventory Count Types:

      • On-hand quantity: This is the total quantity of items in inventory. This quantity is stored in the Acumatica ERP database and updated with every shipment, transfer, or adjustment to inventory.
      • Quantity available for shipping: This estimated quantity is calculated by using the following formula: the on-hand quantity minus the quantity on issues that have not been released yet, minus the quantity allocated for shipping (SO Allocated), minus the shipped quantity (SO Shipped) Thus, the quantity available for shipping can be less than the on-hand quantity. The system verifies the quantity available for shipping every time a new shipment is created.
      • Quantity available for issue: This is an estimated quantity of the items that can be issued from inventory, which is calculated as the on-hand quantity minus the shipped quantity (SO Shipped). The system checks this quantity to prevent a user from issuing unavailable stock directly from a warehouse; that is, if the issued quantity of an inventory issue, a transfer, or an adjustment with a negative quantity is greater than the quantity available for issue, the document cannot be released.
      • Available quantity: This is currently configured to equal On-Hand quantity. However, in the future this can be programmed to calculate a new metric if it can help the team operate better.
      • When you see yellow warnings like this, it means that we are low of that item in inventory and you should check before fulfilling this order with the manager, sales, and brand manager. The above definitions explain why they can be different.

      Products:

      • Attributes - This is where Harvest Date, Mfg Date, Exp Date, Gross Weight, and THC % exists. Any other future custom data point related to inventory gets mapped here if we need to start tracking it at intake.
      • Non Stock Items - These are different ways we can add credits/discounts to invoices in a more simplified manner. For example, we would add Margin Protection to an invoice as a non-stock item later.
      • Stock Items - These are the actual cannabis and non cannabis products we work with in the warehouse for our brand partners.
      • Transfers - Whenever we move inventory in the warehouse from location to location, we call it a transfer. This moves product from quarantine to a brand location or to out bound quarantine.
      • Filters: Whenever you see this you can add filters to make your view match whatever you are trying to look for:



      • Editing columns you see: Whenever you see this you can click it to adjust your columns to be however you find the information easiest to view