Foundations

Foundations is where you define Items, Vendors, Customers, Locations, and Production Instructions. These records provide the stable structure behind work that changes day to day: receipts, movements, purchases, production runs, and sales.

Start with the records needed for your next real task. You do not need to model every possible Item or Location before the team can work effectively.

• Items define what you buy, store, make, or sell.
• Vendors identify suppliers and manufacturers.
• Customers are reusable, optional sales contacts.
• Locations describe physical storage places.
• Production Instructions define repeatable Batch and Assembly processes.