Glossary

A quick reference for the terms you'll see across the app and these guides.

Inventory & stock #

• Product — the catalogue entry for a thing you stock: what it is (name, price, barcode, usage type), shared by every physical copy. See Products.
• Unit — one tracked item of a Product, with its own status, location, and history. A Product is the catalogue entry; a Unit is one tracked item of it — you price and reorder Products, and you check out, sell, and count Units. See Units.
• SKU — stock-keeping unit: the identifier code on a Product, not a record type of its own. Every Product carries one, on the field labelled SKU — type your own or leave it blank and one is generated. It is unique within your account. You'll also meet the term on a Vendor SKU link (the supplier's own part number). The REST API says the same thing: the record is a Product, served from /api/v1/inventory/products and referenced as product_id — there is no UI-vs-API mismatch.
• Unit of measure — the label a quantity is expressed in (ea, lb, ml, box). Set on a Product's Unit Size + Unit of Measure fields; unrelated to a Unit record. See Units of Measure.

The five words the app uses for "how much", and what each one answers:

• Unit Size — how much one unit holds. A 5-gallon drum has a Unit Size of 5.
• Units — how many individual units you hold. Ten drums is 10.
• Quantity On Hand — how much stock that adds up to, counting how full each unit is. Ten drums, each half full, is 25 gal — not 50.
• % Full — how much is left in one unit, as a percentage.
• Remaining — the same thing in the product's own unit of measure: 2.5 gal.

Each concept has exactly one name, and no name is used for two concepts. The screens used to disagree — the same number was Units On Hand on one and On Hand on another, and Quantity Remaining meant a percentage on one screen and gallons on the next.

• Location — a place stock lives (warehouse, room, vehicle).
• Bin — a subdivision of a location where a unit sits.
• Lot — a batch identifier on units for traceability.
• Kit — a bundle of component Products (or nested kits) managed as one thing. See Kits.
• Usage type — whether a Product is Consumable (sold or drawn down) or Returnable (reusable equipment that goes out and comes back).
• Reorder point — the stock level at which you should reorder; the basis for reorder suggestions.
• ADU — average daily usage; demand per day used to size suggestions.
• Lead time — how long a vendor takes to deliver after you order.
• Cycle count — reconciling recorded stock against a physical count.
• Transfer — moving stock between locations, with its own approve/receive flow.

Equipment handling #

• Checkout — handing a returnable unit to a person and getting it back. See Asset Checkout.
• Loan — a free, multi-unit, customer-facing checkout with reservations and a return flow. See Equipment Loans.
• Rental — a paid, time-based checkout with rates, deposits, and invoicing. See Equipment Rentals.
• Availability — whether a unit is free over a date window; shared across loans and rentals so nothing is double-booked.

Sales & CRM #

• Customer / Contact — the people and companies you do business with; shared master data across modules. See Customers.
• Quote — a priced proposal that can become a sales order. See Quotes.
• Sales order — a confirmed sale to fulfill and invoice.
• Invoice — a bill to a customer; tracks what's owed.
• Credit memo — credit issued to a customer (e.g. from a return).
• RMA / Return — a return authorization with its own number and workflow.
• Opportunity — a potential deal tracked through pipeline stages. See Opportunities & Pipeline.
• Pipeline stage — a step a deal moves through (configurable per account).

Purchasing & manufacturing #

• Purchase order (PO) — an order placed with a vendor.
• Vendor — a supplier you buy from.
• Vendor SKU — a vendor's part number, pack size, min order, and lead time for one of your Products.
• Receiving — recording goods arriving against a PO.
• Work order — an instruction to manufacture a quantity of a Product. See Work Orders.
• BOM — bill of materials; the components (and sub-assemblies) a build consumes.

Platform #

• Module — a billable area of the product (Inventory, Sales, Rentals, …) you enable on your plan. See Account & Billing.
• Seat — one user's place on your plan; tiers have seat caps.
• Role — a named bundle of permissions assigned to users.
• Location-scoped role — a role that applies only at specific locations. See Users, Roles & Permissions.
• Custom field — your own field added to records, with category → Product → unit inheritance. See Custom Fields.
• Change group — a tracked, undoable unit in the change history.
• Automation rule — a no-code trigger → conditions → actions rule. See Workflow & Automation.
• Webhook — a signed HTTP callback sent when an event occurs. See Webhooks.