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Coyote Measurement

Overview

The Admin module establishes the physical and commercial foundation of your operations. Facilities define where physical measurements and movements occur, while Partners define who owns, carries, or receives the product.

1. Facilities

Facilities are the physical locations—such as terminals, refineries, and gathering stations—where truck loads, pipeline readings, and transfers are measured and processed. In Coyote, facilities serve as the primary structural context for your assets, meters, bays, and transaction tracking.

Open Admin → Facilities in the app (/facilities).

Facility properties

Each facility record includes the following metadata:

  • Name: The display name of the facility used across the platform and in the global context header.
  • Type: The classification of the facility asset (Terminal, Refinery, or Gathering Station).
  • Location: The geographic profile or county/state jurisdiction where the asset is situated.
  • Bays: The number of physical transfer or loading bays configured at the location for truck routing.
  • Inlet: The number of configured incoming pipeline connection points.
  • Outlet: The number of configured outgoing pipeline connection points.
  • Status: The current operational state (Active or Inactive), which dictates visibility in transaction dropdowns.

End-to-end facility flow

flowchart TD
A[Add Facility Profile] --> B[Set Metadata & Type]
B --> C[Configure Location & Coordinates]
C --> D[Define Operational Day Boundary]
D --> E[Configure Physical Bays & Pipelines]
E --> F[Select Active Context in Header]
F --> G{Operational Ready?}
G -->|No| H[Adjust Settings & Active Toggle]
H --> F
G -->|Yes| I[Process Ticket Imports & Readings]
I --> J[Live Transaction & Meter Tracking]
J --> K[Reconciliation & Partner Allocations]

2. Partners

Partners represents your master directory of external entities. Every transaction, ticket import, or allocation contract requires a resolved partner profile to accurately map commercial ownership and transportation logistics.

Open Admin → Partners in the app (/partners).

Partner properties

Each partner record includes the following metadata:

  • Name: The legal or primary display name of the company (e.g., Acord Transportation, CLR).
  • Type: The commercial role(s) this partner plays in your ecosystem. A single partner can hold multiple types:
    • Producer: The asset/lease owner supplying the product.
    • Carrier: The trucking fleet or logistics company hauling the product.
    • Customer: Downstream buyers or clients purchasing product.
    • Supplier: Upstream vendors selling raw product.
    • Broker: Third-party agents facilitating trade or logistics.
    • Terminal Operator: External entities managing nearby storage hubs.
    • Downstream Terminal: Offsite locations where product is directed.
    • Delivery Point: Specific physical discharge destinations.
    • Status: Operational availability state (Active or Inactive). Inactive partners are hidden from entry dropdowns but preserved historically.
  • Cross-Reference Codes (Aliases): Raw string codes from automated third-party ticket imports (e.g., SCADA, LoadCall, or manual spreadsheets) mapped directly to this master partner record.

End-to-end partner workflow

flowchart TD
A[Create Master Partner Profile] --> B[Assign Partner Types]
B --> C[Add Cross-Reference Aliases & Import Codes]
C --> D[Link to Active Service Agreements / Rate Cards]
D --> E[Import Automated Tickets]
E --> F{Unmapped Code Detected?}
F -->|Yes| G[Map Raw Code to Partner via Mappings UI]
G --> E
F -->|No| H[Auto-Resolve Shipper/Carrier on Transaction]
H --> I[Execute Settlement, Billing & Reconciliation]

Permissions Matrix

Access to view or modify both Facilities and Partners is strictly governed by role-based permissions:

EntityActionPermission
FacilitiesView List & Configurationadmin:facilities:list / admin:facilities:view
Create & Update Assetsadmin:facilities:create / admin:facilities:update
PartnersView Directory & Profilesadmin:partners:list / admin:partners:view
Manage Mappings & Profilesadmin:partners:create / admin:partners:update