Glossary & FAQ

Reference

Quick definitions and troubleshooting for owners and members.

Terms

Workspace

Your company environment at /workspace/{slug}. Data is isolated per organization.

Tenant

Technical term for one organization database.

Owner

Account that created the org; full access including billing.

GRN

Goods receipt note — increases stock when goods arrive.

PO

Purchase order — commitment to buy from a vendor.

RFQ

Request for quotation before a PO.

Blanket PO

Long-term agreement; releases create child POs.

AP / AR

Accounts payable / accounts receivable.

COA

Chart of accounts — list of GL accounts.

Three-way match

Compare PO, GRN, and vendor invoice before paying.

Debit note

Purchase return or vendor credit.

SKU

Stock keeping unit — unique product identifier.

RMA

Return merchandise authorization — sales return.

IRN

Invoice Reference Number — GST e-invoice identifier from the tax portal.

GSP

GST Suvidha Provider — platform API used to generate e-invoice IRNs.

POS

Point of sale — quick checkout for walk-in retail sales.

Tax invoice (GST)

Sales invoice type with line Tax % > 0; posts revenue and GST payable; optional IRN when e-invoicing is enabled.

Non-GST bill

Same tax invoice type with Tax % = 0 on all lines — bill without tax; no IRN required.

FAQ — getting started

How do I create a company?

Use Create organization on the website. You become the owner and choose a workspace URL slug.

How do staff join?

Owners or admins send email invitations from Organization settings.

I have two companies—which do I open?

After sign-in, use Workspaces and pick the organization.

Where is full documentation?

Start from the documentation home (docs.index route).

FAQ — using the app

Why is a sidebar section missing?

Your role lacks permission for that module. Contact an administrator.

Can I export PDFs?

Many documents (sales invoices, POs) support print/PDF from the document view.

How do I get help?

Open Support in the workspace sidebar or contact your organization owner.

Light vs dark theme

Toggle in the header; preference is stored in your browser.

How do I change page language on login?

Use the Language control in the footer on sign-in/register pages, platform admin, Help & documentation (/docs), and the marketing website when GTranslate is enabled by the platform.

Why can't I generate an e-invoice IRN?

IRN applies to tax invoices with GST (not proforma, not draft). Your organization needs seller GSTIN in Organization settings → Profile, invoice status sent/posted, and platform GSP credentials. Non-GST bills (0% tax) do not need IRN. See the owner guide and Sales — how to use.

How do I bill without GST?

Create a Tax invoice and set Tax % = 0 on every line. There is no separate non-GST invoice type.

FAQ — owners & billing

Who pays for the subscription?

The organization owner manages Plan & billing.

Can I transfer ownership?

Contact platform support — ownership transfer is handled administratively.

What are custom roles?

Admins can define permission sets beyond built-in Sales/Purchase/Inventory roles.

More guides