Sync

Trackplan

data

Work Orders

A work order is a document for organizing the execution of work or service, describing the task, location, resources, and deadlines

Asset

A physical or fixed asset tracked for both accounting purposes, such as depreciation and valuation, and operational purposes, such as maintenance and service history.

Purchase Order

A formal document confirming the commitment to buy or sell goods or services, issued to a vendor or received from a customer under agreed terms and quantities.

Stock

A record of a specific item held in stock at a particular location or bin, capturing on-hand quantity, reservation status, and lot or serial tracking details.

Customer

A partner entity representing a buyer of goods or services from the organization.

Vendor

A partner entity representing a supplier of goods or services to the organization.

Account

An internal financial account, such as a general ledger account or cost center, used to record and track monetary activity within the organization's chart of accounts.

Location

A physical site or facility within an organization, supporting nested hierarchies for structured representation of warehouses, buildings, or operational areas.