# Glossary

A reference for the terms used across the rest of the documentation.

## A

### Attribute

A property that describes a product in a catalog. For example, a shirt might have attributes like Color, Size, and Material. Attributes can be used to filter and search products.

## C

### Cash Drawer

The cash compartment associated with a point-of-sale register. <code class="expression">space.vars.productName</code> tracks how much cash starts in the drawer, every cash movement during the day, and the final balance when the register is closed.

### Catalog

A collection of products organized for browsing and ordering. Catalogs include products, categories, pricing, and inventory information. Different subsidiaries can have different catalogs.

### Category

A way to group products within a catalog. For example, a clothing catalog might have categories like Men's, Women's, and Accessories. Categories can be nested — Men's might contain Shirts, Pants, and Shoes.

### Contact

An individual person linked to a company record (such as a customer or vendor). Contacts can be given their own login and role to access the <code class="expression">space.vars.productName</code> portal.

### Customer

A company or individual that purchases goods or services from your organization. Customers can be given portal access to browse catalogs and place orders.

## D

### Dashboard

A summary page that displays key numbers, charts, and quick links. Dashboards give users an at-a-glance view of important information when they log in.

### Draft Order

An order that has been started but not yet submitted. Draft orders can be saved and returned to later before they're finalized.

## E

### Employee

A staff member within your organization. Employees can be assigned roles to access different parts of the portal — for example, a cashier role for point-of-sale access.

### End-of-Day Report

A summary generated when a point-of-sale register is closed for the day. It shows total sales, a breakdown by payment method, cash drawer totals, and any discrepancies.

### Entity

A general term for any person or organization in the system. This includes employees, customers, vendors, partners, and contacts.

### Entity Type

The classification of a person or organization in <code class="expression">space.vars.productName</code>. The four entity types are Employee (internal staff), Customer (companies or individuals who buy from you), Vendor (suppliers), and Partner (partner companies). Entity type determines which portal and features a person can access.

## L

### Location

A physical or logical place where your business operates or stores inventory — such as a store, warehouse, or office. Locations are used for tracking stock levels and determining where orders are fulfilled.

## M

### Modal

A pop-up dialog page that overlays another page without navigating away. Modals are used for confirmation dialogs, quick-entry forms, detail views, and category pickers.

### Module

A single page or section within a workflow. For example, a workflow might contain a dashboard module, an order form module, and a catalog module. Each module is designed using the Page Builder.

### Module Type

The kind of page a module represents. Module types include Dashboard, Page, Order Form, Catalog, Reports, Modal, Header Navigation, Sidebar Navigation, and Public. The type determines what features and page elements are available when designing the page in the Page Builder.

## O

### Order Form

A page designed for creating and editing orders. Order forms include features for adding products, adjusting quantities, applying discounts, selecting shipping methods, and submitting the order.

## P

### Page Builder

The visual drag-and-drop tool in the Admin Portal that lets you design portal pages. You create pages by dragging ready-made elements onto a canvas and configuring each one in a settings panel. No coding is needed.

### Partner

A partner company that works with your organization. Partners can be given portal access with their own role and workflow.

### PIN Override

A security feature that requires entering a numeric PIN to access a workflow or a sensitive component. It's commonly used for register access, manager-only actions, and shared-device scenarios. PIN values are stored on each user's NetSuite record, and every PIN entry is recorded for auditing.

### Portal

One of the three web-based applications in <code class="expression">space.vars.productName</code>: the Admin Portal (for configuration), the User Portal (for daily work), and the Public Portal (for public product browsing).

### Preset

A pre-designed set of theme settings (colours, fonts, and styles) that you can apply to quickly give your portal a polished look. You can start with a preset and customize from there.

### Provision

The process of granting a user access to log in to their portal. Provisioning connects a person's record in NetSuite to a portal login, allowing them to sign in and access their assigned workflow.

## R

### Register

A point-of-sale workstation — the setup a cashier uses to process sales. Each register is associated with a cash drawer and tracks which user is operating it and what transactions have been processed.

### Role

A set of permissions that determines what a user can see and do in the portal. Roles are linked to workflows, so assigning a role to a user gives them access to all the pages and features defined in that workflow.

## S

### Saved Order

An order that has been saved for later — for example, when a customer wants to continue shopping before checking out. Saved orders can be recalled and completed at any time.

### Session Variable

A temporary value that's stored while a user is logged in and active. Session variables can pass information between different pages or modules during a single session and are cleared when the user logs out.

### Single Sign-On (SSO)

An authentication method that lets users log in to <code class="expression">space.vars.productName</code> using their existing company credentials — such as a Microsoft or Google account — rather than a separate username and password. SSO is configured by your NetSuite or IT administrator.

### Subsidiary

A business unit, location, or region within your organization. Each subsidiary can have its own products, currency, tax rules, branding, and workflows. Users are connected to a subsidiary when they log in, and everything they see is tailored to that subsidiary.

## T

### Theme

The visual appearance of your portal — including colours, fonts, logo, and whether it uses a light or dark background. Themes can be customized per subsidiary so different locations can have their own branding.

### Transaction

A business document such as a sales order, invoice, cash sale, return, or credit. Transactions are created through order forms and point-of-sale screens, and can be viewed and managed throughout the portal.

## V

### Vendor

A supplier company that provides goods or services to your organization. Vendors can be given portal access with their own role and workflow.

## W

### Workflow

The top-level configuration that defines what a user sees when they log in. A workflow is a collection of modules (pages) tailored to a specific role or job function. For example, a Cashier workflow might include a point-of-sale page and a product catalog, while a Manager workflow adds reports and user management pages.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Key Concepts</strong></td><td>The core ideas behind <code class="expression">space.vars.productName</code>.</td><td><a href="/pages/geHAz3xakixNCmQnx2UF">/pages/geHAz3xakixNCmQnx2UF</a></td></tr><tr><td><strong>Choose Your Path</strong></td><td>Pick the guide for your role.</td><td><a href="/pages/WIxTVWqfARHMB9yyLmaE">/pages/WIxTVWqfARHMB9yyLmaE</a></td></tr><tr><td><strong>What is</strong> <code class="expression">space.vars.productName</code><strong>?</strong></td><td>The platform at a glance.</td><td><a href="/pages/oz7gsclI4Wzww4JkLsSo">/pages/oz7gsclI4Wzww4JkLsSo</a></td></tr></tbody></table>


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