Glossary#

Short definitions for every term, abbreviation, status code, and technical name you might hit in Neriyam. Organised alphabetically within sections.

Documents and transactions#

Draft Ref | draftRef#

Temporary identifier assigned to a transactional document while it is still in Draft (e.g., before a real code like PO/2026-27/00042 has been allocated). Looks like SO-DRAFT-1, PO-DRAFT-42, SE-DRAFT-27 — the document type prefix, the literal DRAFT, and a sequence. Replaced by the real code on Submit or Approve, depending on the series' Assign On setting. See Document numbering.

Goods Receipt Note (GRN) | PPR#

A stock entry recording that goods have physically arrived from a supplier. Always references a Purchase Order. Transaction type code PPR. See Goods Receipt.

Opening Stock | OPN#

Stock entry used to seed initial balances — the starting point for an item at a warehouse before any PO, SO, or transfer has happened. See Opening Stock.

Production Entry | MFG#

Stock entry capturing a production run — inputs consumed (negative lines) and outputs produced (positive lines) in one document. See Production Entry.

Purchase Order (PO)#

Formal commitment to a supplier: specific items, specific quantities, specific prices, specific dates. See Purchase Orders.

Purchase Requisition (PR)#

Internal request for material — what we need, without yet picking a supplier. Approved PR lines flow into POs. See Purchase Requisitions.

Purchase Return | PPT#

Stock entry recording goods being sent back to a supplier. Typically references a GRN. Transaction type code PPT. See Purchase Returns.

Sales Delivery Note (SDN) | SPD#

Stock entry recording dispatch of goods to a customer. Called a delivery challan in Indian practice. Always references a Sales Order. Transaction type code SPD. See Sales Delivery Notes.

Sales Order (SO)#

Commercial record of a customer's purchase order — what we agreed to supply, at what prices, by when. See Sales Orders.

Sales Return (SRN) | SPT#

Stock entry recording goods returned from a customer. Typically references an SDN. Transaction type code SPT. See Sales Returns.

Scrap Entry | SCR#

Stock entry writing off material — damage, rejection, end-of-life. Transaction type code SCR. See Scrap Entry.

Stock Adjustment | ADJ#

Stock entry to correct a balance — positive to add, negative to reduce. Used for stocktake corrections, found stock, small write-offs. See Stock Adjustment.

Stock Entry#

The umbrella term for any of the nine stock-movement documents (OPN, ADJ, TRF, PPR, PPT, SPD, SPT, MFG, SCR). They share one underlying data model and one lifecycle (Draft → Submitted → optionally Cancelled). See Transaction Types.

Stock Transfer | TRF#

Stock entry moving material from one warehouse to another within the same organization. Paired lines with a From and To warehouse. See Stock Transfer.

Parties and master data#

Approval Workflow#

Draft → Pending Approval → Approved cycle that records must go through before use. Applies to items, customers, suppliers, PRs, POs, and SOs (the latter three always, the master records when their approval toggle is on in System Settings). See Approval workflow.

Bank Account#

Record of a bank account — account number, IFSC (India), SWIFT (international), IBAN (Europe). Lives as a tab on the Company Profile (yours), Customer, and Supplier detail pages. See Bank Accounts.

Company Profile#

The settings page holding your organisation's legal name, logo, GSTINs, locations, bank accounts, and modules. See Company Profile.

Customer#

Anyone you sell to — company or individual. See Customers.

GSTIN#

15-character Goods and Services Tax Identification Number used in India. A single legal entity can have multiple GSTINs — one per state they are registered in.

HSN / SAC code#

Indian tax classification codes. HSN (Harmonised System of Nomenclature) for products, SAC (Services Accounting Code) for services. Neriyam calls both "tax code" on the item master. Drives tax lookup. See Tax determination.

Item#

Anything you buy, make, or sell — raw material, component, finished good, or service. Has a stock UOM, an optional category, a tax code, and a set of behaviour flags. See Items.

Item Category#

Hierarchical classification used to organise items. Tree structure with no depth limit. No approval workflow. See Item Categories.

Location#

A business site captured in Company Profile — with an address and an optional GSTIN. Warehouses belong to locations.

MSME | msmeCategory, udyamRegistrationNo#

Indian statutory classification for Micro, Small, and Medium Enterprises. Suppliers can be tagged with their MSME category and Udyam registration number. See Suppliers.

Organization | (stored as tenant in the code)#

The top-level scope in Neriyam. Your data, users, settings, and masters all belong to an organization. A single login can belong to multiple organizations; you pick one to work in. See Switching organizations.

Party#

The shared data model for customers and suppliers. One legal entity can be both (alsoCustomer / alsoSupplier links).

Payment Term#

Named payment condition that appears on POs and SOs — for example, "Net 30 Days" or "COD". Configured in Settings › Payment Terms. See Payment Terms.

Stock Policy#

Per-item, per-warehouse reorder configuration — reorder level, reorder qty, safety stock, maximum stock, lead time, preferred supplier. See Items.

Supplier#

Anyone you buy from. Shares the party data model with customers. See Suppliers.

Tax Code | taxCode#

Per-item tax classification that drives tax group lookup. In India this is the HSN/SAC; in other regions it can be a commodity code or your own taxability category.

Tax Component#

An individual levy on a tax invoice — CGST, SGST, IGST, UTGST, cess. See Tax Setup.

Tax Group#

A named bundle of tax components at specific rates — for example, "GST 18%" expanding into CGST 9% + SGST 9% (intra-state) or IGST 18% (inter-state).

Tax Rate#

Mapping from a tax code (HSN/SAC) to a tax group, with an effective-from / effective-to date range.

UOM (Unit of Measure)#

How a quantity is expressed — KG, NOS, MTR, LTR, etc. Platform-managed; tenants cannot add UOMs. Items can have per-item UOM conversions. See Units of Measurement.

Warehouse#

A storage location for stock. Physical or virtual. Every stock movement names a warehouse. See Warehouses.

Statuses and codes#

Approved | A#

Lifecycle state meaning the record has been reviewed and approved. Eligible for downstream action.

Cancelled | CN (documents) | C (stock entries)#

Voided state. Cancelled transactional documents get CN; cancelled stock entries get C and leave a reversal posting on the ledger.

Closed | CL#

PR order-status code meaning "no more POs will be raised against this PR." Softer than Cancel.

Draft | D#

Lifecycle state meaning "being created, fully editable, no downstream impact."

Fulfillment Status#

The "how much has been executed downstream" status on PR, PO, SO — separate from the lifecycle/approval status. See Lifecycle and fulfillment status.

Fully Delivered | FD#

Sales Order delivery status — every ordered qty has shipped.

Fully Ordered | FO#

Purchase Requisition order status — every requested qty has been covered by POs.

Fully Received | FR#

Purchase Order receipt status — every ordered qty has been received via GRN.

Lifecycle Status#

The approval-journey status on any approval-driven record (D / P / A / R / SN / CN). User-driven. See Lifecycle and fulfillment status.

Not Delivered | ND, Not Received | NR, Not Ordered | NO#

Initial fulfillment states — nothing downstream has happened yet.

Partially Delivered / Received / Ordered | PD, PR, PO#

Mid-flight fulfillment states — some but not all of the commitment has been fulfilled downstream.

Pending Approval | P#

Submitted for review; awaiting an approver with the right permission. Read-only except via Recall.

Rejected | R#

Returned by the approver with a reason. Can be edited and resubmitted, or deleted.

Sent | SN#

PO state after Mark as Sent — internally approved AND formally communicated to the supplier.

Short Closed | SC#

Fulfillment code meaning "the balance has been written off while delivered qty is preserved." Applies to PO receipt status and SO delivery status.

Submitted | S#

Stock entry state — posted to the ledger, read-only. Distinct from SN which is for transactional documents.

Core concepts#

Balance Avg Cost | balanceAvgCost#

Running weighted-average cost per unit of an item at a warehouse, for own stock. Blanks out when the balance is zero. See Stock valuation.

Balance Qty | balanceQty#

Running quantity after a stock ledger entry. Per (item, warehouse, ownership) combination.

Customer Material / Customer Stock | ownedByCustomer#

Material physically held by your organization but legally owned by a customer — typical in job work. Tracked in qty; has no valuation on your books. See Stock ownership.

Inter-State#

GST-relevant classification for when a supplier and customer are in different states (or either is outside India). Drives IGST rather than CGST + SGST.

Intra-State#

GST classification for when both parties are in the same state. Drives CGST + SGST.

Line Item#

A row on a document — one item, one quantity, one rate. PRs, POs, SOs, GRNs, and all stock entries have line items.

Moving Average#

Valuation method where average cost is recalculated on every inward receipt. The Inventory Settings UI labels this "Weighted Average" — same calculation. See Stock valuation.

Own Stock#

Material both physically held and legally owned by your organization. Rolls into your moving-average cost and your inventory value.

Ownership | ownedByCustomer | ownership policy on txn type#

Per-line tag on every stock entry — either null (own stock) or a customer reference (customer stock). See Stock ownership.

Place of Supply | placeOfSupplyCode#

The state used to determine GST applicability on a PO or SO header. Combined with your GSTIN's state, it decides intra- vs. inter-state.

Reverse Charge (RCM)#

Indian GST mechanism where the buyer pays tax instead of the supplier. Flagged at the header of a PO or SO.

Series (numbering)#

Named numbering sequence for a document type — with a format template, counter, reset frequency, and assign-on timing. The format mixes placeholders like {DOC_ID}, {FY_START,4}, {SEQ,5} with literal characters to build each generated code. See Document Numbering.

Tier 1 / Tier 2 flags (items)#

Behaviour flags on item master:

• Tier 1 (read-only, set by item type): isStockable, isBomInput, isBomOutput, requiresCalibration
• Tier 2 (editable): isPurchasable, isSellable, isSerialized, isBatchTracked, isPoMandatory

Valuation Rate | valuationRate#

The rate recorded on a stock ledger entry — the per-unit cost value of that specific movement. Different from balance average cost, which is the running average.

Technical terms visible in imports / errors#

_common#

Key used in 422 validation error responses for form-level errors not tied to a specific field. Displayed as a banner above the form. See Getting Started — errors.

camelCase#

Convention Neriyam uses for all JSON field names (customerPoNumber, expectedDeliveryDate). Import/export spreadsheets also use camelCase column names.

poLineId, prLineId, grnLineId, sdnLineId, soLineId#

IDs linking a downstream document to the upstream line it fulfils — GRN line to PO line, PPT line to GRN line, SDN line to SO line, etc. Rarely user-visible, but shows up in API responses and import templates.

transactionType, transactionTypes#

URL query param and form field carrying the stock-entry type code (OPN, PPR, etc.). Visible in the address bar when navigating stock-entry lists.

Regional and compliance terms#

GST (Goods and Services Tax)#

India's consumption tax. CGST + SGST on intra-state transactions; IGST on inter-state. See Tax determination.

IFSC Code#

11-character code identifying a specific branch of an Indian bank. Required for domestic electronic payments.

PAN#

Permanent Account Number — Indian income-tax identifier. Neriyam captures it as "Tax ID / PAN" on the Company Profile for Indian organizations.

SWIFT Code#

8- or 11-character international bank identifier, needed for cross-border payments.

Udyam Registration#

Indian MSME registration number issued on the Udyam portal. Suppliers can capture theirs in the supplier master. Auto-uppercased on save.

UI patterns#

Banner#

A coloured callout above a form or detail page that explains state — e.g., "Cannot edit while pending approval — Recall first." Used to prevent surprise when an action is not available.

Data Table#

Neriyam's standard list component — with search, sortable columns, filters, pagination, refresh, export, and per-row actions. Behaves consistently across modules.

Dialog (modal)#

A focused overlay for a single action — confirming a delete, editing a nested record (GSTIN, contact, bank account), or handling a warning.

Row Menu#

The ⋯ dropdown at the end of a list row. Contains workflow actions (Submit, Approve, Cancel, etc.) filtered by the current status and your permissions.

Toast#

A short non-blocking notification at the top-right — green for success, red/persisted for errors. Sourced from the Sonner library.

Related#

• Status Reference — just the codes, without narrative
• Transaction Types — full detail on each of the nine
• Concepts — the narrative explanations behind these terms