💡This page defines the terms used in BOS Pro and in this documentation. The Introduction lists the abbreviations, and the Frequently Asked Questions explain the main terms in more detail.
Checks that run when you open or save a transaction, for example, "Contact Person is blank". An alert shows on the warning bar but does not stop you from saving (see Settings).
Allocation
Matching a payment, credit note or debit note to the invoices it pays or reduces (see Ledger Edit Views).
Approvals
Checklists that must be approved before a transaction can move to its next step, for example, before it is copied (see Approvals).
Asset Register
The list of fixed assets, with their cost, current value and replacement value (see Asset Register).
Attachments
Files linked to a transaction, record or other module, for example, artwork or a signed order (see Attachments).
Audits
The record of status changes, deletions and batch updates on transactions and records (see Audits).
Importing bank statement transactions into BOS Pro, to create or match ledger entries (see Bank Import).
Bank Reconciliation
Checking that the bank transactions in the ledger match the bank statement (see Bank Reconciliation).
Base Unit
The unit in which a Material's stock is kept. Other units convert to the Base Unit by their Convert Qty (see Units).
Batch Complete
A default Work Order status for Work Orders that are left out of the Batch Tracking Report (see Statuses).
Batch Update
Changing several selected records at once, for example, the status of ten orders (see Batch Updates).
Branch
A part of the business with its own settings, users, customers, Entry Types and numbering. When branches are used, every transaction needs a branch (see Branches).
Budget
A financial plan of expected income and expenses, per account and period (see Accounting Budgets).
Campaigns are once-off orders with several products and delivery points; Contracts deliver products over a period on set terms (see Campaigns and Contracts).
Cash-up
Counting the cash and other payments taken at a Point of Sale and comparing them with the sales (see Cashups).
Category
A group used to sort and report on records, for example, Material Categories and Customer Categories (see Material Categories).
Change Logs
The record of individual changes to a transaction, record or price, with the user and date (see Change Logs).
Chart of Accounts
The list of all the accounts used in the ledger (see Chart of Accounts).
Checklist
A list of checks. On transactions, checklists drive Approvals; on Material Categories, they check that the required Material fields are filled in (see Setting up Approvals and Checklists).
Commission
An amount added on top of the markup for each quantity on an estimate, calculated as a percentage of the profit, value added, selling price or cost price, or as a second markup. Standard Estimates have it; product estimates from version 26.05 (see Products).
Contacts
One list of the contacts of customers and suppliers, and staff (see Contacts).
Copy Rules
The rules that decide who can copy a transaction to which other transaction, and what the copy carries across (see Copy Rules).
Cost Centre
A department, machine or activity with costs. BOS Pro uses Cost Centres to calculate the hourly rates for estimating (see Cost Centres).
Cost of Sales
The direct costs of the goods or services sold. The Cost of Sales report tracks job costs and profits (see Cost of Sales Report).
Costing
In Product Estimating, the set of costs (Materials, services and outwork) linked to a specification and added to an estimate (see Costings).
Credit Note
A transaction that reduces what a customer owes, for example, for returned goods (see Customer Credit Notes).
Currency
BOS Pro supports more than one currency. Customers, suppliers and bank accounts each have a currency (see Currencies).
Custom Item
A transaction line typed in for that transaction only, not linked to a Material or service (CTM).
Custom Reports
Reports made from an SQL query, with their own columns, filters, chart and output template (see Custom Reports).
Sending invoices in a structured electronic format a tax authority requires. BOS Pro exports e-invoices for the UAE (see e-Invoicing).
Edit View
The screen where you create or change one transaction or record. The list of records is the list view.
Email Stationery
The pre-designed layout applied to emails sent from BOS Pro, for a user or for the company (see Email Stationery).
Entry Type
A setup for one kind of ledger entry, with its debit and credit accounts and VAT, for example, Customer Receipt (see Entry Types - Setup Tutorials).
Estimate
The calculation of the cost and price of a job, added to a Quotation. BOS Pro has the Standard and Product Estimating models (see Estimating Settings and Information).
The running costs of the business that are not linked to one job, for example, rent. Cost Centres spread them over the hourly rates (see Cost Centres).
One printed component of a job on a standard estimate, for example, the cover of a book (see Parts).
Perpetual Inventory
An inventory accounting model in which every stock movement posts to the ledger. The periodic model posts the stock value at intervals instead (see Perpetual Inventory).
The record of what a customer ordered, usually copied from the accepted Quotation (see Sales Orders).
Service
Work or a charge that is not a Material, for example, folding or delivery, used on estimates and transactions (see Services).
Service Manager
The module for managing enquiries and issues as service tickets, for example, sales or account queries (see Service Manager Edit View).
Status
Where a transaction or record is in its life, for example, Pending, Active or Complete. Statuses decide whether a transaction can be edited, posts to the ledger or updates stock (see Statuses).
Status Group
One of the four groups every status belongs to: Pending, Active, Complete or Cancelled (see Statuses).
Stock Check
Counting the stock and recording the counted quantities (see Stock Check).
Substrate
The material printed on, for example, paper, board or vinyl (see Substrates).
One of several versions of a Quotation, for example, with different quantities. When one version is accepted, the others can be marked as lost (see Quotations).
The instruction to production to make a job, usually copied from the Sales Order (see Work Orders).
Work Processes
A list of the processes in the business, with their managers, staff and ratings (see Work Processes).
Work Shift
The working hours of a group of staff, used for planning and timekeeping (see Work Shifts).
Workflow
In the Workspace, a module that keeps the notes, files, appointments, transactions and reminders for one job, customer, supplier or staff member in one place (see Workspace).
Workspace
The panel on the right of the screen that holds your Reminders and the Workflow modules (see Workspace).
