Glossary
Use this page to look up the business terms used throughout CTB Admin documentation.
Summary
The glossary helps staff read the docs and interface terms with the same meaning. Use it when a label or workflow term needs a quick business explanation.
Terms
General business terms
| Term |
Meaning |
| Client |
A customer or business partner that buys goods or services from your company. |
| Vendor |
A supplier or service provider that your company buys from. |
| Invoice |
A bill that lists what you sold, how much it costs, and what the client still owes. |
| Payment |
Money received or recorded against a bill or other financial record. |
| Bank |
A bank account used to track money moving in and out of the business. |
| Balance |
The amount currently owed or available on a record. |
| Opening Balance |
The amount a record starts with when it is first created. |
| Discount |
A price reduction given to a client or applied to a bill. |
| Commission Balance |
A separate balance used to track commission-related amounts. |
| Upper Balance Limit |
The highest balance value allowed for a record. |
| Lower Balance Limit |
The lowest balance value allowed for a record. |
| Status |
The current stage of a record, such as draft, active, paid, or cancelled. |
| Active |
A record that can be used in normal work. |
| Inactive |
A record that is kept for reference but is not used in new work. |
| Is Enabled |
A switch that controls whether a record can be used in new work. |
| Send SMS |
A switch that allows the system to send text message alerts for the record. |
Trade terms
| Term |
Meaning |
| Chalan |
A delivery document that lists goods without showing a full sale price. |
| Voucher |
A financial record used for money movement that is not tied to a normal invoice. |
| Tender Invoice |
A proposal-style invoice prepared before a final deal is confirmed. |
| Quotation |
A price offer given before a sale is finalized. |
| Check |
A bank check recorded in the system so you can track its status and amount. |
| Payable |
The amount that still needs to be paid on an invoice or other record. |
| Receivable |
The amount that is still expected to be collected. |
| Reconciliation |
The process of comparing bank records with the transactions in CTB Admin. |
Factory terms
| Term |
Meaning |
| Category |
A group used to organize materials or products. |
| Material |
A raw item used to make products. |
| Material Inventory |
The record of material stock coming in, going out, or being transferred. |
| Stock |
The quantity of materials or products currently on hand. |
| Product |
A finished item that can be sold or used in another workflow. |
| Costing |
The calculation of what a material or product costs to make or keep in stock. |
| Production Order |
A job record used to track work that needs to be produced. |
Employee terms
| Term |
Meaning |
| Department |
A team or section that groups employees by function. |
| Position |
A job title or role assigned to an employee. |
| Employee |
A staff member whose work, attendance, and pay are tracked in CTB Admin. |
| Attendance |
The record of whether an employee was present, absent, or late. |
| Salary |
A staff member’s regular monthly pay record. |
| Wage |
Pay calculated from hours, days, or other piece-based work. |
| Payroll |
The process of preparing salary records for a pay period. |
| Payout |
An advance or other money payment made to an employee. |
| Purchase Balance |
An employee ledger that tracks purchase-related amounts over time. |
| Overtime |
Extra work time that may increase an employee’s pay. |
| Deduction |
An amount removed from pay before the final salary is paid. |
Admin and system terms
| Term |
Meaning |
| User Management |
The place where administrator accounts and access permissions are controlled. |
| App Settings |
The screen used to change system-wide options. |
| SMS Notifications |
Text messages sent by CTB Admin for supported actions and alerts. |
| Maintenance Mode |
A temporary lock that limits access while the system is being updated. |
| Audit Log |
A history of who changed data and when the change happened. |
| Offline Mode |
A view that shows what the site looks like when the connection is unavailable. |
| Error Page |
A page shown when something goes wrong, such as a missing page or permission issue. |
Common record states
| Term |
Meaning |
| Draft |
A record that has been started but not finished yet. |
| Sent |
A record that has been shared with the client or recipient. |
| Paid |
A bill or payment that has been completed. |
| Cancelled |
A record that is no longer active and should not be used for new work. |
| Pending |
A record that is waiting for the next step. |
| Approved |
A record that has been reviewed and accepted. |
Identification and record labels
| Term |
Meaning |
| SKU |
A unique code used to identify a record quickly. |
| NID |
A national identity number used for verification where needed. |
| Phone Number |
The main contact number used to reach a client, vendor, or employee. |
| Email |
The email address used for communication. |
| Start Date |
The date when a record or relationship begins. |
| End Date |
The date when a record or relationship ends. |
When to use this page
- When you are unsure what a term in a workflow means.
- When you need a quick reference before training someone else.
- When you want to keep documentation wording consistent.
- When you need to explain a label in simple business language.
Related pages