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This glossary defines key terms used throughout the WorkSuite Fulfill documentation.

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General Terms

Tenant : An organization or company account in WorkSuite. Each tenant has its own configuration, data, and settings isolated from other tenants. Site : A physical location or facility within a tenant’s organization. Examples include warehouses, greenhouses, distribution centers, or retail locations. Some features require site selection before use. Session : A time-bound period for tracking inventory availability. Sessions have a lifecycle: Live → Closed → Staged. ERP : Enterprise Resource Planning system. WorkSuite can integrate with external ERP systems for pricing, customer data, and order synchronization.

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Customer & Order Terms

Customer : A business or organization that purchases items from you. Customers can have multiple locations, contacts, and billing addresses. Location (Customer Location) : A delivery address or facility associated with a customer. One customer can have multiple locations for deliveries. Master Order : A standing or blanket order that generates multiple scheduled orders over time. Used for recurring customer orders. Scheduled Order : An individual order automatically generated from a master order based on its schedule. Linked Orders : Orders that are related to each other through business logic (e.g., a return order linked to an original purchase order). PO Number : Purchase Order number provided by the customer as a reference for their internal tracking.

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Item & Inventory Terms

Item : A product in your catalog that can be sold to customers. Also referred to as “Product” in some parts of the interface. SKU (Stock Keeping Unit) : A unique identifier for an item in your inventory system. UPC (Universal Product Code) : A barcode identifier for an item, typically used for retail products. Item Group : A classification category for items (e.g., “Seeds”, “Plants”, “Supplies”). Category : An organizational grouping for items. Items can belong to multiple categories.

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Availability Terms

Availability : The inventory tracking system in WorkSuite. Shows how many units of each item are available for sale. Availability Session : A snapshot of inventory availability at a specific point in time. Three types exist:
  • Live Session: Current active inventory counts
  • Staged Session: Prepared inventory for the next period
  • Closed Session: Historical inventory records
Count Adjustment : A manual change to inventory quantities to correct discrepancies or record physical counts. Allocation : The process of reserving specific inventory units for an order.

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Pricing Terms

Price Group : A collection of prices for items assigned to specific customers. Enables customer-specific or tier-based pricing. Price Level : A pricing tier within a price group, often used for quantity-based pricing (e.g., price per unit, per case, per pallet). ERP Pricing : Prices synchronized from an external ERP system, which may override native WorkSuite pricing. Retail Price : The standard selling price for an item. Override Price : A custom price that overrides the normal pricing rules for a specific order or line item.

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Order Status Terms

Initialized : Order has been created but not finalized. Open : Order is finalized and ready for processing. Acknowledged : Order has been reviewed and confirmed by sales or operations. Submitted : Order is ready for picking and fulfillment. Picked : Items have been selected from inventory for the order. Shipped : Order has been dispatched to the customer. Synchronized : Order data has been synced with external systems (e.g., ERP). Closed : Order is complete and finalized. Cancelled : Order was cancelled before completion. Deleted : Order has been soft-deleted from the system.

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Technical Terms

CSV Import : Comma-Separated Values file import feature for bulk data uploads (customers, orders, items). PascalCase : A naming convention where each word starts with a capital letter with no spaces (e.g., CustomerName, ItemId). Required for CSV column headers in WorkSuite. GraphQL : The API query language used by WorkSuite for data operations. AG Grid : The advanced data grid component used for displaying tables and lists in WorkSuite.

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File Format Terms

BPF Import Format : A specific CSV import format for orders used by certain tenants (uses CustomerId and ItemId fields). MOIF Import Format : An alternative CSV import format for orders (uses CustomerLocationName and ItemUpc fields).

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Module Names

FULFILL : Customer and order management module. MATERIAL : Materials and supplies management module. PRODUCE : Production management module. RESTOCK : Restocking and replenishment workflows module. AVAILABILITY : Inventory availability tracking and sessions module (sometimes called “Inventory” in the navigation).

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Need More Help?

If you encounter a term not listed here or need clarification, contact support at [email protected].