Glossary

Term	Meaning
Adjustments	Extra charges (upcharges) or credits (downcharges) your catalog adds to an order’s Order Summary, such as a delivery fee. Order Managers fill them in while the order is Submitted. See Set adjustments and Order Summary and totals.
Admin	A role for people who manage an organization’s users and settings. Admins can do everything an Order Manager can.
API Orders	Orders sent to Mattersmith by another system rather than created in Mattersmith. They have their own tab on the Orders page and don’t have a status.
Area	One room or space in a project, such as “Kitchen”. Every order belongs to one area. See Customers, projects, and areas.
Article Preview	The window that shows a line item in 3D and lets you change its options. Open it with the configurator button (the gear icon) in a line item’s row.
BOM (bill of materials)	A list of every part needed to build an order.
Catalog	The set of products you can order from, with their options and prices. Each organization has its own catalogs, and each order uses one, chosen when the order is created.
Configurator	See Article Preview.
Create quote	Turns a design into a new quote. See Create a quote from a design.
Customer	The person or company an order is for.
Dashboard	The Order Manager’s overview of current orders, shipping dates, and recent performance. See Dashboard.
Design	A room laid out in the Room Planner: walls, doors and windows, and cabinets. It lives on the Designs page, where only the person who started it can see it, until it’s turned into a quote; or on a quote’s Design tab. See How designs become orders.
Designer	A role for people who design orders, often in SketchUp, and submit them for pricing. Designers are usually the submitters of the orders they create.
DXF	A drawing file format used by CAD and CNC software.
Elevation	A view of one wall from inside the room. The Room Planner calls them Wall A, Wall B, and so on.
Estimated ship date	The date an Order Manager expects an order to leave the shop. It’s required before an order can be released to production.
Line item	One product in an order, with its quantity and options.
Linked order	An order connected to a saved customer, project, and area, which reads its details from them.
Manufacturer notes	Notes an Order Manager adds to line items while an order is Submitted. The submitter can read them once the order is confirmed.
MPR	A program file format used by some CNC machines.
Factor	See Net cost factor.
Net cost factor	A multiplier some organizations apply to an order’s subtotal, shown as Factor in the Order Summary. If yours uses one, Order Managers can adjust it while an order is Submitted. See Order Summary and totals.
Net Cost	The subtotal multiplied by the Factor. When an order has one, the total starts from it instead of the subtotal.
Order Manager	The role for people who price orders and see them through production. Order Managers can also create orders.
Order Summary	The box on an order’s Line Items tab with the subtotal, shipping, other charges, and total. See Order Summary and totals.
Order XML	The whole order as an XML file, for connecting Mattersmith to other business systems.
Plan	See Design.
Presets	Choices that apply to a whole order, such as materials or cabinet depth. New line items start from the preset values. Choosing some presets brings up others that depend on them. See Presets and options.
Project	One job for a customer, such as a kitchen remodel. A project has an address, which is where the work is installed.
Quote	An order that’s still being built. It’s also the name of the first status.
Room Planner	The tool for drawing a room and placing cabinets in it, on the Designs page or on a quote’s Design tab. See Room Planner controls.
Revision	The number added to an order each time it’s sent back to quote, such as “Order #433 Rev. 1”.
Shared with team	A customer or order that every Order Manager in your organization can edit. Everyone can view it either way. Orders show a handshake icon next to their status when they’re shared. See Seeing, editing, and sharing.
SketchUp orders	Orders designed in SketchUp and submitted from there. You can process them like any other order, but their contents can’t be changed in the browser.
Submitter notes	Notes the submitter adds to line items while an order is a Quote, if their organization turns them on.
Submitter	The person who created the order. They stay its submitter even if a colleague submits a shared quote for them. They accept the order’s final price, unless it’s an Order Manager’s shared order, which any Order Manager can accept. See Permissions.
Upcharge, downcharge	An adjustment added to the total (upcharge) or taken off it (downcharge). See Adjustments.
WSXML	WinStep XML, an industry file format for woodworking manufacturing data.