Glossary
Key terms and definitions used in TheCompanyApp and this documentation.
A
Adjustment A transaction type used to manually correct inventory quantities when physical count doesn't match system records.
Admin Role A user role with permissions to manage company settings, add/remove users, and configure integrations, but cannot delete the company or manage subscriptions.
API (Application Programming Interface) Enterprise feature that allows external systems to integrate with TheCompanyApp through programmatic access.
AirPrint Apple's wireless printing technology used to print shipping labels, invoices, and reports directly from TheCompanyApp.
B
Backorder Items on an order that cannot be fulfilled immediately due to insufficient stock, to be shipped when inventory becomes available.
Barcode Machine-readable code used to identify inventory items. TheCompanyApp supports EAN-13, EAN-8, UPC-A, UPC-E, Code 39, Code 128, QR Codes, Data Matrix, and PDF417.
Business Plan Mid-tier subscription supporting up to 10 team members with collaboration features, role-based access, and advanced analytics.
C
Category Classification used to organize inventory items into groups for reporting, filtering, and analysis.
CloudKit Apple's cloud database service used by TheCompanyApp for real-time data synchronization and team collaboration.
CloudKit Share Link A secure URL generated by CloudKit that allows team members to join and access shared company data.
Collection Type Classification of how a dispatch will be delivered: End User (direct to customer), Colleague (internal transfer), or Shipping (via courier service).
Consumption Transaction type used when inventory is used internally rather than sold or dispatched to customers.
Contact A customer, supplier, or partner record in TheCompanyApp containing business information, addresses, and communication history.
Cycle Count Periodic physical inventory counting of specific items, zones, or categories to verify system accuracy.
D
Dashboard The main command center view showing pending tasks, recent activity, quick stats, and quick actions.
Delivery Method The shipping service level chosen for a dispatch: Standard, Expedited, Priority, Express, or International Shipping.
Dispatch A record tracking the shipment of items to a destination, including tracking information, carrier details, and delivery status.
Downgrade Moving from a higher subscription tier to a lower one, with reduced features taking effect at the end of the current billing period.
E
End User Collection type indicating items being delivered directly to a customer rather than to a colleague or via shipping service.
Enterprise Plan Top-tier subscription with unlimited users, AI features, API access, integrations, and premium support.
F
Finance Role User role with access to financial reports, payment tracking, invoices, and analytics, but limited inventory and order creation capabilities.
Free Plan Entry-level subscription for solo users with full feature access but no team collaboration capabilities.
Fulfillment The process of completing an order by picking items from inventory, packing, and dispatching to the customer.
G
Gift Transaction type used when inventory items are given away for promotional purposes.
I
In Transit Status for inventory items that have been transferred between warehouses or zones but not yet received at the destination.
Invoice A document generated from an order detailing items, quantities, prices, payment terms, and amount due.
Invoice Item Individual line item on an order representing a specific product with quantity and pricing.
L
Line Item See Invoice Item.
Low Stock Alert Automatic notification triggered when inventory quantity falls below the configured stock threshold.
M
Maintenance Transaction type used when inventory items are reserved or used for repairs and maintenance purposes.
Manager Role User role with permissions to approve orders, view reports, manage inventory, and assign tasks, with limited settings access.
O
Offline Mode TheCompanyApp's ability to function without internet connectivity, with changes syncing when connection is restored.
Order Lifecycle The progression of an order through stages: Draft → Submitted → Review → In Progress → Partially Shipped → Completed → Dispatched → Delivered → Closed.
Owner The company creator with full access, subscription management, and the only user who can delete company data.
P
Participant A team member invited to access shared company data through CloudKit, with permissions determined by their assigned role.
Partially Shipped Order status indicating some items have been dispatched while others remain pending fulfillment.
Pending Tasks Action items requiring attention across orders, inventory, returns, and approvals, consolidated in a centralized view.
Persistence Store The local database where app data is stored on the device before syncing to iCloud.
Pick List A document listing items to be retrieved from warehouse zones for order fulfillment, organized for efficient picking routes.
Pre-Dispatch Checklist A verification tool showing inventory availability, pending items, and readiness before creating a dispatch.
Production Transaction type used when inventory items are created from raw materials or assembled from components.
Q
QR Code A type of two-dimensional barcode that can be scanned by TheCompanyApp for quick item lookup or registration.
R
Return Transaction type used when items come back from customers or dispatches, adding them back to inventory.
Role-Based Access Control (RBAC) Security system that restricts features and data access based on assigned user roles.
S
Sales Role User role focused on creating orders, managing customers, and viewing inventory availability, without inventory adjustment or warehouse access.
Sample Transaction type used when inventory items are given out as product samples.
Share Link See CloudKit Share Link.
SKU (Stock Keeping Unit) A unique identifier assigned to each inventory item for tracking and management purposes.
Split-View Layout iPad interface design with navigation/list on the left and detail view on the right, allowing simultaneous browsing and editing.
Stock Threshold The minimum quantity level set for an inventory item, below which a low stock alert is triggered.
Sync The process of synchronizing data between devices and iCloud CloudKit to ensure all users see current information.
T
Task Assignment The process of designating specific team members to complete pending tasks or work on orders.
TestFlight Apple's beta testing platform; CloudKit share links may not work as smoothly in TestFlight versions compared to App Store versions.
Tracking Number A unique identifier provided by carriers to track shipment location and delivery status.
Transaction Any inventory movement recorded in the system: additions, removals, transfers, adjustments, sales, returns, etc.
Transfer Moving inventory between warehouse zones or locations, tracked as a transaction in the system.
U
Upgrade Moving from a lower subscription tier to a higher one, with new features activating immediately upon confirmation.
W
Warehouse A physical location or organizational unit where inventory is stored and managed.
Warehouse Role User role focused on inventory management, dispatch creation, stock updates, and returns processing, without order creation or financial access.
Webhook Enterprise feature that sends real-time notifications to external systems when specific events occur in TheCompanyApp.
Z
Zone A defined area within a warehouse used to organize inventory by location, such as aisles, shelves, or functional areas (receiving, shipping, storage).
Order Status Definitions
Draft (10%) Order being created, fully editable, not visible to warehouse team.
Submitted (18%) Order awaiting management approval with limited editing.
Review (26%) Under management review for credit, pricing, and availability verification.
In Progress (34%) Actively being fulfilled, visible to warehouse, ready for dispatch.
Partially Shipped (42%) Some items dispatched, others pending, tracking multiple shipments.
Completed (50%) All items dispatched and delivered, payment confirmed.
Dispatched (60%) All items in transit with active tracking numbers.
Delivered (80%) Customer received shipment, awaiting final confirmation.
Closed (100%) Order fully complete, archived, and read-only.
Transaction Types
Sales Inventory removed for customer orders.
Return Items returned from customers, added back to inventory.
Transfer Inventory moved between locations or zones.
Adjustment Manual correction to fix quantity discrepancies.
Consumption Items used internally for business operations.
Production Inventory created from raw materials or assembly.
Maintenance Items reserved or used for repairs and maintenance.
Sample Items given as product samples.
Gift Items given away for promotional purposes.
Disposal Damaged or expired items removed from inventory.
Supported Barcode Formats
- EAN-13: European Article Number, 13 digits
- EAN-8: European Article Number, 8 digits
- UPC-A: Universal Product Code, 12 digits
- UPC-E: Universal Product Code, 6 digits (compressed)
- Code 39: Alphanumeric barcode
- Code 128: High-density alphanumeric barcode
- QR Code: Two-dimensional barcode
- Data Matrix: Two-dimensional barcode
- PDF417: Stacked linear barcode
Carrier Tracking Formats
UPS: Starts with "1Z", 18 characters total DHL: Starts with "JD" FedEx: 12, 15, 20, or 22 digits Yurtiçi Kargo: Starts with "YT"
User Roles Summary
Owner: Full access, subscription management, can delete company Admin: Manage settings and users, no subscription management Manager: Approve orders, view analytics, assign tasks Warehouse: Inventory and dispatch only Sales: Orders and customers only Finance: Financial reports and invoices only
File Formats
Import Formats: Excel (.xlsx, .xls), CSV (.csv), JSON (.json) Export Formats: PDF (.pdf), Excel (.xlsx), CSV (.csv), JSON (.json)
For more detailed explanations, see the relevant documentation section.
Next Steps
- Getting Started - Begin using TheCompanyApp
- Index - Browse all documentation
- Troubleshooting - Solve common issues
- Best Practices - Optimize your usage