How do I give access to all system users to view all units in the system?
The unit and container grid views will display all units in the system that are either owned or in custody of the team the user is a member. Assign your system users to all teams. Create a team role that does not have access to complete transactions or make edits to units to assign to the user for the teams they will not be completing transactions for. They will then be associated with the team to be able to view the units.
Do I need to create an Item Master for every item unit that is tracked in the system?
Yes. Item Masters are the direct link to the item templates which identifies how the item is tracked in the system. The unit description is inherited from the item master to keep consistency throughout the system. Therefore, even if you have only one unit of that item, the item master must still be setup. On create and Receive New Unit, a new item master can be set up on-the-fly. If you have a condition that you have many one-offs, consider setting up a generic item template to easily create the item master on-the-fly. If you can set a generic generalized item description, consider setting up a generic item master for these units. Adding additional unit attributes can also provide support for capturing unique information. However, it is important to note that all look ups will use the description defined on the item master record.
Can I setup multiple facilities under the same team?
Yes, you can set up multiple facilities under the same team. Be aware that users are assigned to a team, not a specific facility. Therefore, if you define multiple facilities under a team, the users assigned to that team will be able to interact with all units in custody of that team in the same way. Your users will still need to change their login to the appropriate facility they are completing transactions for, however, their role will be the same for all facilities under that team.