Glossary: Zid words and ERP words

A cart a shopper filled without completing the order. The app reads abandoned carts from Zid.

See also: Webhook

Software that covers invoices, VAT, the general ledger, receivables, payables and financial reports. The app works with Wafeq as an accounting app, covering orders, stock and returns.

See also: ERP, General ledger, Read more

A documented way for two systems to exchange data, reading and writing under rules the system sets.

Also called: Application programming interface

See also: API key, Public API, Webhook

A secret code a system issues so a specific app can reach its data. Connecting your ERP needs its API keys, and help getting them is available. AI analysis of your store data works without API keys.

See also: API

How the business's accounts are organized: assets, liabilities, revenue and expenses. It sets which account each amount is recorded in.

See also: General ledger

A document that reduces an earlier invoice, as when goods are returned. In the app, with Odoo, ERPNext and Wafeq, each return matches one credit note linked to the original invoice, covering the returned items with their VAT but not refunded shipping.

See also: Return, Invoice

Looking the customer up in the ERP before posting their order. Depending on your ERP, the customer is linked to their ERP record or a new record is created, or orders post under one customer account chosen during setup. The lookup rules are fixed per system: Odoo and ERPNext search by email, then phone; Wafeq checks the contacts the app created first, then phone, then email.

See also: Zid order

The same order is never posted to the ERP twice, even if the order notice arrives more than once or a sync is retried.

See also: Read-back check, Webhook

In ZATCA's definition, an invoice generated in a structured electronic format through electronic means. A paper invoice turned electronic by copying or scanning does not count.

Source: ZATCA: What is e-invoicing

See also: Invoice, VAT, Read more

A system that brings accounting, stock, purchasing and sales, and sometimes manufacturing and branches, into one database. The app works with Odoo, ERPNext and Dynamics 365 Finance and Operations.

Also called: Enterprise resource planning

See also: Accounting app, Warehouse, Sales order, Read more

The number the ERP gives the order it holds. The ERP document number appears as a comment on the Zid order with every system, so the order is easy to find in the ERP.

See also: Status write-back

The record that holds the business's accounting entries by account, and the source of its financial reports.

See also: Chart of accounts, Accounting app

A document that proves a sale and states the amount due and the tax. Updating the Zid order status when the ERP invoices is available with Dynamics 365 Finance and Operations, and is switched on during setup.

See also: E-invoice, Credit note, Status write-back

Sending each order to the warehouse that serves the shopper's ship-to city, from a city list our team sets during setup. If no city matches, the order goes to the warehouse of the Zid location fulfilling it, and otherwise to the default warehouse. Available on the Business plan with Odoo, ERPNext, Wafeq and Dynamics 365 Finance and Operations.

See also: Warehouse

Selling more than you have, when the store shows stock the warehouse no longer holds. It usually happens when store and warehouse quantities drift apart.

See also: Stock sync

A documented API that a system's vendor offers its customers. The link can be built on request for any system with a public API.

See also: API, API key, Read more

Reading the order back from the ERP after posting it, to confirm it is there, so the confirmation comes from the ERP itself.

See also: Duplicate protection, Read more

Comparing two figures from two sources, such as Zid store sales and the sales recorded in the ERP, and explaining any difference.

See also: VAT, Credit note

An item a shopper sends back after an order, with all or part of the money refunded. With Odoo, ERPNext and Wafeq, each Zid return posts to the ERP as one credit note, and partial returns work by line and quantity.

See also: Credit note

An ERP document that records what was sold to a customer: items, quantities, prices and tax. Its counterpart in a Zid store is the order.

See also: Zid order, Invoice

The document that sets what is connected between Zid and the system, approved by the merchant before the link is tested.

See also: Test report

A unique code for each product or each of its options, such as size or color. Using the same code in the store and the ERP makes the same product easy to recognize in both.

Also called: Stock keeping unit

See also: Sales order

Changing the Zid order status when the ERP invoices the order. Updating the order status in Zid is available with Dynamics 365 Finance and Operations, and is switched on during setup. The sales order is checked every hour, and once it is fully invoiced, the Zid order moves to the status chosen during setup, "delivered" by default.

See also: Invoice, ERP document number

Sending quantities from ERP warehouses to Zid locations, as often as every minute, then reading them back from Zid to confirm. Available from the Growth plan.

See also: Warehouse, Zid location, Overselling

The result of testing the link on the store's orders. The link goes live once the merchant approves it.

See also: Scope of work

An indirect tax on goods and services, run in Saudi Arabia by ZATCA. Each order's tax is posted with the order itself in the ERP.

Also called: Value added tax

See also: E-invoice, Reconciliation

Credit in a shopper's Zid wallet. The assistant in the app credits a group of shoppers it picks from the store's data, such as those who ordered this week, or a list the merchant gives. It shows the list and amounts and credits only after the merchant approves. Limits are 50 shoppers per run and 100 SAR, AED or QAR per shopper (or 10 KWD, BHD or OMR), and a shopper credited in the last 24 hours is skipped. Welcome credit is set up on request.

A storage place in the ERP where the quantity of each product is tracked. Each warehouse's stock flows to its Zid location.

See also: Zid location, Stock sync, Multi-warehouse routing

A message one system sends another the moment something happens, such as an order being paid. The app reads order, cart and customer webhooks from Zid.

See also: API, Zid order

A place in a Zid store that stock is attached to, such as a warehouse or a branch. With the app, each Zid location is linked to an ERP warehouse. With ERPNext, a location can link to several regular warehouses whose stock is added together, but not to a group warehouse.

See also: Warehouse, Stock sync, Read more

A shopper's order in a Zid store, with the items, customer, shipping and payment. Every paid order is posted to the ERP with the customer, items, tax and shipping, and the ERP document number appears as a comment on the Zid order with every system.

See also: Sales order, Customer matching, Webhook, Read more