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- Home Inspection Software
- Data model
The tables behind Home Inspection Software
Home Inspection Software ships with 97 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 97
- Features
- 8, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Commercial
Dealers, Quotes, sales orders and sales allocations retain the accepted scope.
Supply
Purchase orders, goods receipts, receipt acceptances and bill matches retain the supplier source.
Stock
Inventory positions, inventory reservations and stock events distinguish current ownership from movements.
Delivery
Pick tasks, Shipments, delivery routes, route stops and delivery results capture plan and actual outcome.
Finance
Invoices, Bills, cash receipts, Payments, journal entries and accounting periods retain settlement and posting history.
Every table, by feature
- Sales & dealer orders10
- Purchasing12
- Inventory12
- Assembly & kitting11
- Fulfillment & delivery9
- Returns8
- Finance13
- Reporting10
- Shared and settings29
- Dealers
Entity-scoped trade customers, including dealer terms, holds and billing identity.
Linked to Entities, Payment terms, Price lists, Currencies - Dealer contacts
Contacts and delivery sites belong to the dealer and are separate from authentication.
Linked to Dealers - Quotes
Versioned dealer offers with known pricing basis and real acceptance lineage.
Linked to Entities, Currencies, Exchange rates 2, Document revisions - Quote lines
All line/header discounts allocated once into accepted net value.
Linked to Quotes, Product units, Tax codes, Standard costs - Sales orders
Dealer-accepted scope plus mandatory independent commercial approval.
Linked to Exchange rates 2, Document revisions, Approval decisions, Dealers - Sales order lines
Bounded accepted quantity/value and retained original promise.
Linked to Sales orders, Quote lines, Product units, Warehouses - Sales allocations
Atomic claim of accepted line quantity and net/tax value across staged fulfillment/billing.
Linked to Shipment lines, Entities, Invoice lines, Integration events - Credit reviews
Atomic dealer exposure review and separately bounded exception.
Linked to Entities, Dealers, Sales orders, Currencies - Price lists
Effective entity/currency dealer pricing; no accepted-price mutation.
Linked to Entities, Currencies, Master changes - Price list entries
Quantity-tier price basis in a named product unit.
Linked to Price lists, Product units
- Suppliers
Entity purchasing counterparties with separately controlled beneficiary data.
Linked to Payment terms, Master changes, Entities - Supplier bank accounts
Restricted supplier payment destinations with independent finance confirmation.
Linked to Suppliers, Currencies, Master changes - Requisitions
Operational purchasing demand without automatic spend approval.
Linked to Entities, Document revisions, Users, Approval decisions - Requisition lines
Requested product quantities and source demand identity.
Linked to Sales order lines, Requisitions, Product units, Warehouses - Purchase orders
Immutable approved supplier commitments; cumulative amendments cannot bypass authority.
Linked to Entities, Currencies, Exchange rates 2, Document revisions - Purchase order lines
Buy-unit quantities, frozen commercial costs and current accepted scope.
Linked to Purchase orders, Requisition lines, Product units, Tax codes - Goods receipts
Immutable actual arrivals and separately accepted quantities.
Linked to Entities, Document revisions, Integration events, Purchase orders - Goods receipt lines
Receipt history does not change as accepted inventory moves or is consumed.
Linked to Goods receipts, Purchase order lines, Locations, Standard costs - Receipt acceptances
Independent bounded disposition tranches against one immutable actual arrival.
Linked to Entities, Integration events, Goods receipt lines, Standard costs - Bill matches
Reserve and consume accepted receipt versus bill quantities/value once.
Linked to Bill matches, Receipt acceptances, Entities, Integration events - Bills
Local supplier debit/credit documents with matching, carrying and separate settlement.
Linked to Entities, Currencies, Exchange rates 2, Document revisions - Bill lines
Supplier charges matched to accepted receipts, with explicit nonstock exceptions.
Linked to Bill lines, Bills, Purchase order lines, Return lines
- Inventory positions
Current owned stock by complete identity and custody state; provenance is not a second balance.
Linked to Entities, Products, Warehouses, Locations - Inventory reservations
Exclusive bounded demand claims through picking and owned transit.
Linked to Entities, Integration events, Inventory positions, Stock layers - Stock transfers
Same-entity transfer with actual dispatch/partial receipt and retained owned transit.
Linked to Entities, Document revisions, Approval decisions, Warehouses - Stock transfer lines
Partial transfer quantities retain equal in-transit ownership and cost.
Linked to Stock transfers, Products, Locations - Stock events
One immutable group of stock movements and the associated journal effect.
Linked to Journal entries, Stock events, Entities, Integration events - Stock movements
Signed position/layer legs; transfers balance quantity and value by SKU.
Linked to Stock events, Inventory positions, Stock layers, Inventory reservations - Stock layers
Remaining quantity/carrying value with receipt/output/return lineage.
Linked to Entities, Inventory positions, Products, Stock events - Inventory counts
Blind scoped counts with explicit review and cost before adjustment.
Linked to Entities, Approval decisions, Warehouses, Document revisions - Count lines
Observed base quantity and signed variance against an unchanged locked population.
Linked to Inventory counts, Inventory positions, Users, Stock events - Count locks
Time-bounded counted scope protecting all identities, including newly appearing positions.
Linked to Entities, Inventory counts, Warehouses - Warehouses
Physical sites may host segregated entity-owned positions; legal owner stays on each position.
Linked to Users - Locations
Shallow warehouse bins, staging and transit custody locations.
Linked to Warehouses
- Work orders
Released bounded assembly/kitting/repacking, without plant APS or payroll scope.
Linked to Sales order lines, Users, Entities, Document revisions - BO ms
Effective distribution assembly/repacking recipes with explicit output basis.
Linked to Master changes, Entities, Products - BOM lines
Component quantities per explicit output basis, preserving dimensions and allowed loss.
Linked to BO ms, Products - Production routings
Versioned assembly/repacking instructions, distinct from delivery routes.
Linked to Entities, BO ms, Master changes - Routing operations
Ordered work instructions and declared labour/overhead bases.
Linked to Production routings - Work order materials
Frozen required input and actual traced issue/return scope.
Linked to Work orders, BOM lines, Products, Inventory reservations - Work order operations
Frozen instructions and assigned actual work.
Linked to Work orders, Routing operations, Users - Production entries
Actual operation throughput, scrap and labour evidence; intermediate counts do not sum to output.
Linked to Entities, Integration events, Work order operations, Users - Production completions
Accepted terminal output and WIP cost allocation, once per actual completed scope.
Linked to Entities, Integration events, Approval decisions, Work orders - Work order cost entries
Immutable WIP debit/credit sources and bounded actual-cost allocation.
Linked to Entities, Integration events, Work orders, Work order materials - Standard costs
Entity/product standard per base unit with immutable effective versions.
Linked to Entities, Products, Master changes
- Pick tasks
Actual picked quantities remain exclusively tied to the order and do not post COGS.
Linked to Entities, Integration events, Sales order lines, Inventory reservations - Shipments
Actual dispatch and title/delivery state separated for partial deliveries.
Linked to Entities, Document revisions, Integration events, Sales orders - Shipment lines
Actual dispatch quantities and current title-transferred/delivered portions.
Linked to Shipments, Sales order lines, Inventory reservations, Stock events - Delivery routes
Manual route/stop sequence and assigned execution; no optimization or live tracking.
Linked to Users, Entities, Document revisions, Approval decisions - Route stops
Explicit stable sequence and exact order/shipment ownership.
Linked to Delivery routes, Shipments, Route stops - Delivery attempts
Actual visit/handoff facts, separate from line outcomes and legal title.
Linked to Entities, Integration events, Route stops, Users - Delivery results
Each attempt allocates line outcomes once; one visit may partially deliver many lines.
Linked to Delivery attempts, Shipment lines, Stock events, Return lines - Sales allocations
Atomic claim of accepted line quantity and net/tax value across staged fulfillment/billing.
Linked to Shipment lines, Entities, Invoice lines, Integration events - Inventory reservations
Exclusive bounded demand claims through picking and owned transit.
Linked to Entities, Integration events, Inventory positions, Stock layers
- Returns
Bounded customer/supplier physical return authorization, separate from commercial credits.
Linked to Entities, Document revisions, Approval decisions, Dealers - Return lines
Exact original commercial/stock scope and actual returned quantities.
Linked to Returns, Shipment lines, Goods receipt lines, Invoice lines - Return dispositions
Independent actual goods disposition without automatic credit or refund.
Linked to Return lines, Locations, Users, Stock events - Delivery results
Each attempt allocates line outcomes once; one visit may partially deliver many lines.
Linked to Delivery attempts, Shipment lines, Stock events, Return lines - Stock events
One immutable group of stock movements and the associated journal effect.
Linked to Journal entries, Stock events, Entities, Integration events - Invoices
Local customer debit/credit documents with mandatory independent Finance Manager approval.
Linked to Entities, Currencies, Exchange rates 2, Document revisions - Bills
Local supplier debit/credit documents with matching, carrying and separate settlement.
Linked to Entities, Currencies, Exchange rates 2, Document revisions - Finance corrections
Independent reviewed reversals, bank returns, write-offs and charges without editing posted history.
Linked to Entities, Document revisions, Integration events, Approval decisions
- Invoices
Local customer debit/credit documents with mandatory independent Finance Manager approval.
Linked to Entities, Currencies, Exchange rates 2, Document revisions - Invoice lines
Exact unbilled title-transferred accepted price allocation or original credit scope.
Linked to Shipment lines, Invoice lines, Return lines, Sales allocations - Cash receipts
Actual customer cash recognized once to unapplied liability before invoice allocation.
Linked to Entities, Currencies, Exchange rates 2, Integration events - Cash applications
Cross-currency cash allocation consumes both receipt and invoice scope atomically.
Linked to Entities, Integration events, Approval decisions, Cash receipts - Bills
Local supplier debit/credit documents with matching, carrying and separate settlement.
Linked to Entities, Currencies, Exchange rates 2, Document revisions - Bill matches
Reserve and consume accepted receipt versus bill quantities/value once.
Linked to Bill matches, Receipt acceptances, Entities, Integration events - Payments
One economic supplier disbursement with authoritative settlement/rejection/return evidence.
Linked to Entities, Integration events, Payment runs, Suppliers - Payment runs
Frozen payable settlement proposals and protected beneficiary snapshots.
Linked to Document revisions, Approval decisions, Users, Entities - Bank statement lines
Actual external bank evidence, not inferred payment success.
Linked to Entities, Integration events, Bank accounts, Users - Journal entries
Balanced entity-functional journals with source identity and immutable postings.
Linked to Integration events, Approval decisions, Accounting periods, Journal entries - Journal lines
Nonnegative debit/credit magnitudes, one side per line, balanced in functional precision.
Linked to Journal entries, Chart of accounts, Currencies - Accounting periods
Entity-specific fiscal periods and guarded close.
Linked to Entities, Approval decisions - Close tasks
Current source reconciliation evidence for an entity cutoff.
Linked to Entities, Accounting periods, Users
- Sales orders
Dealer-accepted scope plus mandatory independent commercial approval.
Linked to Exchange rates 2, Document revisions, Approval decisions, Dealers - Sales allocations
Atomic claim of accepted line quantity and net/tax value across staged fulfillment/billing.
Linked to Shipment lines, Entities, Invoice lines, Integration events - Delivery results
Each attempt allocates line outcomes once; one visit may partially deliver many lines.
Linked to Delivery attempts, Shipment lines, Stock events, Return lines - Inventory positions
Current owned stock by complete identity and custody state; provenance is not a second balance.
Linked to Entities, Products, Warehouses, Locations - Goods receipt lines
Receipt history does not change as accepted inventory moves or is consumed.
Linked to Goods receipts, Purchase order lines, Locations, Standard costs - Invoices
Local customer debit/credit documents with mandatory independent Finance Manager approval.
Linked to Entities, Currencies, Exchange rates 2, Document revisions - Bills
Local supplier debit/credit documents with matching, carrying and separate settlement.
Linked to Entities, Currencies, Exchange rates 2, Document revisions - Cash receipts
Actual customer cash recognized once to unapplied liability before invoice allocation.
Linked to Entities, Currencies, Exchange rates 2, Integration events - Close tasks
Current source reconciliation evidence for an entity cutoff.
Linked to Entities, Accounting periods, Users - Approval decisions
Authoritative human decisions independent of document lifecycle.
Linked to Users, Authority delegations, Exchange rates 2, Entities
Keys and references
Keep entity, currency and source revision on each transaction. Use the reference fields to connect a dealer order line to its allocation, shipment and invoice. A receipt line links back to the purchase order and forward to acceptance and bill matching. A delivery result belongs to an actual attempt and shipment line. These references preserve partial work and corrections.
Migration order
- Load entities, users, currencies and reviewed policies.
- Load dealers, suppliers, products, units, warehouses and prices.
- Reconcile opening stock, open commitments and financial balances at one cutoff.
- Test one purchase, order, delivery and settlement before extending scope.
Set up Home Inspection Software your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.