Accounts
All Accounts
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| Code | Parent company | PALL | SIHI | Total | User |
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Manufacturer
Manufacturer / Product Line master used by the Brand fields across Installation Based, Parts and Incoming Inspection. Anyone can add a new one from those forms — it lands here as Pending until an Admin approves or merges it.
All Manufacturers
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| Name | Type | Parent | Relationship | User | Status | Aliases |
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PALL Installation Based
Equipment & Verification by Account
Sorted by progress, highest to lowest · Figures in brackets = equipment verified / total
All Records
No records imported yet
| Account | Application | Housing Tag | Element Code (Model) | Supplier Brand | Qty/Vessel | Contacts | Status |
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SIHI Installation Based
Equipment & Verification by Account
Sorted by progress, highest to lowest · Figures in brackets = equipment verified / total
All Records
No records imported yet
| Account | Unit No. | Tag | Serial No. / Model | Status | Opportunity |
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Stock on Hand by Part Code
All Part Codes
On hand = count of serial numbers currently flagged "in stock" only
| Part Code | Brand | On Hand | Reserved | Available | Total Received | Total Issued | Stock Status | Shelf Life | Last Received | Installed At |
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Reserve & Issue Stock
Reserve or Issue Stock
Same Part Code / Qty / Customer either way — pick Reserve to hold units, or Issue to draw them down by FIFO right now
Active Reservations
No active reservations
| Part Code | Qty | Customer | Reserve Until | Reference | Reserved Date | Reserved By |
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Receive by PO
Incoming Inspection
1. Document & Checklist
Header details, TRI-level checklist, and the Job No. breakdown for this inspection — Part Codes are added in Step 2
Inspection Records
Inspections awaiting approval are pinned first, then Partial inspections with rejected units awaiting claim (both oldest first); everything else is most recent first — click a row to view or print the report
| Date | PO No. | TRI No. | Job No. | Brand | Part Code | Received | Accepted | Rejected | Result | Inspected By |
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Bulk Receiving
Stock Transaction History
Issues by Part Code — Customer Breakdown
Each bar is a Part Code (Model); the colored segments show how much of it went to each customer that year
| Date | Type | Brand | Part Code | Reference | Qty | Serial No. | Customer / Tag No. | User |
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Manage Users
What each role can do
Reference only — tick roles in the table above. ✅ = allowed · ⚠ = allowed with a limit (hover the ⚠ for the limit) · ❌ = not allowed