Glossary

The terms you'll see across the help and the app, explained in one line. Grouped by topic so you find them fast.

General

• SSO: single sign-on: one account for the app, web console and help.
• Role: access level: Rep, Administrator or Super Admin.
• Tenant / Company: a client company's isolated space on the platform.
• Sync: uploading and downloading data between the app and the web.
• Offline-first: the app works without signal and syncs later.

Sales and collections

• Order: the order a rep places with a customer.
• Visit: attending a customer on the route, with start and close (check-in/out).
• Route: the ordered list of customers to visit during the day.
• Receivables: a customer's outstanding balances.
• Cash-up: the close of cash a rep collected during the day.
• Price list: different prices by customer type or zone.

Tax (Mexico)

• CFDI 4.0: the current electronic invoice in Mexico.
• Stamping: sealing the CFDI with the PAC so it's valid.
• PAC: authorized certification provider that stamps the CFDI.
• CSD: your company's digital seal certificate.
• RFC: the taxpayer's tax ID (issuer or customer).
• CFDI use: the tax purpose for which the customer will use the invoice.
• Self-invoicing: a portal where the customer gets their invoice themselves.

Platform

• SaaS: software as a service, on a subscription.
• Plan: the limits and modules a company has subscribed to.
• Bot: the automated assistant that handles questions and support.