Glossary
Quick definitions for the terms used across the public docs.
- Application: The product surface used by teams to run daily work.
- Capability: A functional area that can be enabled or disabled per company.
- Customer: The company or person receiving a product or service.
- Document: A generated output such as an offer, invoice, or report.
- Module: A bundle of screens and workflows focused on one area of work.
- Order: A request to deliver a product or service, usually with line items.
- Record: The basic unit of structured data (task, customer, invoice, project).
- Role: A permission set that controls what a user can see or do.
- Workflow: The sequence of steps used to complete a piece of work.
- WMS: Warehouse management system focused on warehouse execution.
- OMS: Order management system focused on order capture and status.
- CRM: Customer relationship management system focused on relationships and sales.
- ERP: Enterprise resource planning system focused on finance and inventory.
- TMS: Transport management system focused on routing and delivery performance.
- PSA: Professional services automation system focused on projects and billing.
- FSM: Field service management system focused on dispatch and execution.
- CMMS/EAM: Maintenance management systems focused on assets and upkeep.
- HRIS: Human resources information system focused on people data.
- POS: Point of sale system focused on in-person transactions.
- MRP: Material requirements planning focused on production materials.
- MES: Manufacturing execution system focused on shop-floor execution.
- BI: Business intelligence focused on reporting and analytics.
- GRC: Governance, risk, and compliance focused on controls and audit evidence.
- QMS: Quality management system focused on procedures and inspections.
- IAM: Identity and access management focused on authentication and permissions.
- PLM: Product lifecycle management focused on product data and changes.