BusinessPre-alpha
Glossary
| Term | Meaning |
|---|---|
| App | Installable business module (CRM, Sales, …) shown on Home |
| Partner | Customer, vendor, or contact (core.partner) |
| Lead | Early-stage sales contact in CRM |
| Opportunity | Qualified deal in the sales pipeline |
| Stage | Pipeline column (e.g. Qualified, Won) |
| Quotation | Draft sales offer before confirmation |
| Sales order | Confirmed customer order |
| Invoice | Customer bill (outgoing) |
| Bill | Vendor invoice (incoming) |
| Post | Finalize accounting entries on an invoice or bill |
| Register payment | Record money received or paid against an invoice/bill |
| Reconcile | Match payment to invoice so balances clear |
| RFQ | Request for quotation to a vendor |
| Purchase order (PO) | Confirmed order to a vendor |
| UTM | Urchin Tracking Module — campaign/medium/source attribution |
| Workspace | Main screen for lists, forms, and kanban views |
| Kanban | Board view with draggable cards |
| Activity | Scheduled follow-up task on a record |
| Report | Toolbar action to download CSV/PDF or bulk-import CSV (when enabled on a view) |
| Bulk import | Load many records from a CSV via mapping and preview before save |
| Column mapping | Matching each CSV column header to a field (or Skip) before import |
| Import template | Empty CSV with correct column headers for bulk upload |
| Upsert | Create new records or update existing ones when id is provided |