threadcount-community/docs/manual/start/threadcount-in-one-page.md

title, section, order, summary, role, keywords

title	section	order	summary	role	keywords
ThreadCount in one page	start	1	What ThreadCount records, the screens in the menu, the search and scan bar, who signs in, and where to find each first-month task.	Anyone	overview, introduction, menu, screens, today, counter, stock, orders, people, search, scan, what is threadcount, getting started, help, manual, docs

What it records

ThreadCount records uniform stock for one facility and keeps three things in step.

• Who holds what. Every garment issued, returned, swapped or handed in is written against a person on the staff register, so each person's holding is always current.
• The shelf, by size. Each garment in the catalogue has sizes, and each size has its own on-hand figure, reorder level and supplier code. Issues take stock off the shelf. Deliveries and stock counts put it back or correct it.
• What to order. Sizes at or below their reorder level are gathered on Orders into one panel per supplier, raised as orders, and received against when the delivery arrives.

All three come from the same records. A garment issued at the counter changes the person's holding and the shelf figure. If the size drops to its reorder level, it appears under To order.

The menu

The menu down the left side lists the screens in this order.

Screen	What it is for
Today	The queue: the setup checklist, bags to call people about, the delivery round, approved requests to pick, deliveries due and counts due, with the month-end steps beside it.
Counter	Find the person first, then Issue, Return, Hand in or Swap a size.
Stock	Three tabs: On hand, Count and Locations. Each garment has its own page.
Orders	To order by supplier, On the way, and the ledger of all orders.
People	The staff register and each person's record, with the tabs Uniform, Requests, History and Details & access.
Reports	Three tabs, Spend, Stock and People, under the month-end steps.
Settings	Facility, Issuing rules, Catalogue & suppliers, Places & cost centres, People & sign-in, Data & audit log, and Plan.

Some screens are not on the menu. Delivery rounds lights Today. The full request queue is opened with the Requests button on People, and lights People. The audit log is at the foot of Settings › Data & audit log. Your name and role are at the foot of the menu, with Sign out.

On a narrow screen the bar along the bottom holds Today, Counter, Stock and More. More holds Orders, People, Requests, Delivery rounds, Reports, Settings, Help and Counter app. A SCAN button opens the camera.

Search and scan

The bar across the top reads Search or scan: a person, a garment, an order. Press /, or Ctrl+K (⌘K on a Mac), to open it from anywhere except a field or a dialog.

• A person. Type a name or staff number. Enter opens them at the counter, and Shift+Enter opens their record.
• A garment. Type a name or SKU to open its page on Stock, or type its barcode and press Enter.
• An order. Type the order code, the supplier's reference, the invoice number or the supplier.

A barcode scanner works without opening the bar. Scanning a staff number opens that person at the counter. Scanning a garment adds it to the pickup when the counter has a person open, counts it on Stock › Count, and otherwise opens the garment's page.

Who signs in

The people who run the linen room sign in as users, and each user has one of two roles.

• Admin sets the facility up and makes the changes that affect everyone: the catalogue, reorder levels, the staff register, users, and raising the To order list with suppliers.
• Issuer works the counter: issues, returns, requests, stock counts and receiving deliveries.

The person who creates the facility is its first Admin. Staff who wear the uniform are not users. They sign in to the staff app with a separate account that shows their own record and the requests they are part of. The two roles sets out what each can do.

Where the manual lives

The same pages appear in three places.

• On the website, under /docs.
• In the app, under Help. Every screen has a ? beside its title that opens the page about that screen. On a phone, Help is also in the More sheet.
• In the Community edition's source repository, pricehq/threadcount-community, in the docs/manual folder.

How do I…

Task	Page
Load the staff register and catalogue from a spreadsheet	CSV templates
Issue a garment at the counter	Issue a garment
Set the level at which a size is reordered	Reorder levels
Count the shelf	Stocktakes
Order from a supplier	Your first order
Book in a delivery that arrived short	Receiving and back orders
Give a colleague a login	Users
Get staff onto the staff app	Staff app
Close off the month for finance	Month-end pack
Take a backup of everything	Export and backup