Glossary
The words you will meet in SalesYatra, each defined in a sentence or two, with a link to the page that covers it.
Terms are in alphabetical order. A word in bold inside a definition has its own entry.
A
| Term | What it means |
|---|---|
| Academic year | The school year that adoptions, orders and visits belong to. It runs from 1 April to 31 March and is written 2026-2027. Forms start at the current one. See Adoptions. |
| Accountant (read-only) | The chartered accountant's role. Reads every book and report of both firms and can change nothing. See Roles and permissions. |
| Accounts (Billing) | The billing desk's role. Keeps both firms' books: invoices, Payment-In, credit notes, expenses and staff claims. Also called the accounts desk. See Accounts. |
| Administrator | The role that sees everything and can decide anything. Keeps the admin panel and gives the final approval on orders and requests. See Roles and permissions. |
| Adoption | The list of the publisher's titles a school is considering or has taken up for one academic year. Each title is marked SAMPLED, SHORTLISTED, ADOPTED or LOST. See Adoptions. |
| Approver | The person your orders, requests and travel plans go to first. It is the first active manager above you in the reporting line, or the administrators when there is none. The foot of your sidebar names them under Approvals go to. See Approvals. |
| ASM (Area Sales Manager) | The first role in the reporting chain that approves. See Roles and permissions. |
| ATM (Assistant Territory Manager) | A role in the reporting chain between the Sales Executive and the Area Sales Manager. An ATM does not approve, so their reps' records go to the next manager up. See Roles and permissions. |
B
| Term | What it means |
|---|---|
| Bill to | Who an order's invoice names: the school itself, a trade party from the register, or someone else whose name the rep types. A typed name joins the register when an administrator approves the order. See Billing parties. |
| Books closed | A firm's books locked up to a date, usually the last day covered by a GST return that has been filed. Nothing can be dated on or before that day. The accounts desk sets it under Setup → Period lock. See Setup. |
C
| Term | What it means |
|---|---|
| CEO (Chief Executive Officer) | The top of the reporting chain. A manager, not an administrator, so the CEO sees and approves their own reporting line. See Roles and permissions. |
| Check-in | The first half of a visit, done in the Android app at the school gate with a photo and your position, after Start day. Until the report is written, the visit reads REPORT PENDING. See Visits in the app. |
| Cheques in hand | Where a cheque or demand draft sits after it is received and before the bank clears it. It moves through IN HAND, DEPOSITED and CLEARED. A BOUNCED cheque puts the whole amount back on the party and alerts the school's rep. See Cheques. |
| Claim | An expense you file for a working day, under Daily Expenses or on a travel plan's days. The app also files one when you end your day with your own vehicle: the day's drive, from the two odometer readings. A claim shows a Mobile or Web badge for where it came from. The accounts desk pays claims back with a claim payout, and a paid claim can no longer be changed. See Daily expenses. |
| Claim payout | The accounts desk paying an employee back for their daily expenses. One payout settles every unpaid claim of theirs in the period. See Staff claims. |
| Collection | Money a rep records as collected on a visit, by cash, cheque, demand draft, UPI or bank transfer. It reduces what the school owes only once the accounts desk finds it and confirms it as a Payment-In. See Collections to confirm. |
| Counter sale | An invoice the accounts desk raises directly, without a field order behind it. See Sale invoices. |
| Consignment | One lot of an order's books leaving the warehouse, with its own courier, docket number, bilty and invoice. An order the warehouse is short of goes in more than one. See Order lifecycle. |
| Credit note | A document that reduces what a party owes, for books that came back or a bill that was reduced. See Credit notes. |
D
| Term | What it means |
|---|---|
| Daily expenses | What a working day cost you, such as food, travel, hotel and miscellaneous, with the bill attached. Claims you add on a travel plan show here too. See Daily expenses. |
| Dealer | See trade party. The order form lists trade parties under Dealers. |
| Dealer's order | The order as it was sent in: a screenshot of the WhatsApp message or email, a photo of a paper order, or the PDF. It is attached to every order before it is submitted for approval, and the approvers check the books against it. See Orders. |
| Delivery challan | The document books leave on when they go to a dealer on sale-or-return. The books leave the shelf with it, and nothing is billed until the dealer settles. See Delivery challans. |
| DGM (Deputy General Manager) | A manager role in the reporting chain, above the Area Sales Manager. See Roles and permissions. |
| Dispatch | The warehouse sending out an order or a request. Each consignment of an order raises its own invoice for exactly the books packed in it, and the last one is the order's last step. Also the name of the warehouse's screen and of the Dispatch (Warehouse) role. See Dispatch. |
| Dues | What your schools owe, read from the accounts desk's books. A bill is overdue once its due date has passed. See Dues. |
F
| Term | What it means |
|---|---|
| Final approval | The second signature on an order or a request, given by an administrator after the manager's approval. Nothing reaches the warehouse without it. See Approvals. |
| Firm | One of the company's two businesses, Domato Book Co. and Dominions, each with its own books, bank accounts, numbering and GSTIN. Every title belongs to one firm, which bills it on the desk's own documents. A field order is invoiced by the firm the warehouse chooses at dispatch. See How the books work. |
G
| Term | What it means |
|---|---|
| Geofence | The circle around a school's map pin that a check-in must be made from. It is 100 m unless an administrator has widened it for that school, up to 500 m. A school with no map pin has no fence. See Visits in the app. |
| GSTIN | A firm's or party's 15-character GST registration number. A firm without one prints its invoices as "Invoice" instead of "Tax Invoice". See Setup. |
| GSTR-1 and GSTR-3B | The two GST returns SalesYatra prepares for each firm and period. GSTR-1 lists outward supplies table by table, and GSTR-3B is the summary return. See GST returns. |
H
| Term | What it means |
|---|---|
| HSN 4901 | The HSN code for printed books, the default for every title. Printed books are GST-exempt, so they carry 0% GST. See Catalogue. |
I
| Term | What it means |
|---|---|
| Invoice | The bill for books that went out. A field order's invoice is raised by its dispatch, from the firm the warehouse chose, and is emailed to the rep as a PDF. An issued invoice is never edited or deleted. It is cancelled with a reason and keeps its number. See Sale invoices. |
N
| Term | What it means |
|---|---|
| NSH (National Sales Head) | A manager role in the reporting chain, above the Deputy General Manager. See Roles and permissions. |
O
| Term | What it means |
|---|---|
| Outbox | The queue on your phone that holds visits, meaning check-ins with their photo and reports, and the start and end of your day, until there is a signal to send them. A visit waiting there shows WAITING TO SYNC. See Working offline. |
| Overdue | A bill past its due date that is still unpaid. The rep accountable for the school is told once, when it first goes overdue. See Dues. |
P
| Term | What it means |
|---|---|
| Part dispatched | An order the warehouse has sent part of, with the rest still owed. Its badge reads PART DISPATCHED, and the rest follows on the same order as another consignment with its own invoice. See Order lifecycle. |
| Patch | The schools an employee is accountable for. An administrator puts schools on a patch. It decides which schools you see under My Schools and on Dues. See My Schools. |
| Payment-In | A receipt for money received from a school or a trade party. It pays the party's oldest bills first unless the desk says which, and anything left over stays on their account as an advance. See Payment-In. |
| Proforma invoice | A request for payment before the books go out. It posts nothing to the books. An advance paid against it waits on the party's account until the proforma becomes an invoice. See Proforma invoices. |
Q
| Term | What it means |
|---|---|
| Quotation | A priced offer to a school or a trade party. It belongs to no firm and posts nothing. When a school accepts, its quotation becomes a draft order. See Quotations. |
R
| Term | What it means |
|---|---|
| Receipt | See Payment-In. |
| Reporting chain | The six sales roles, from Sales Executive through Assistant Territory Manager, Area Sales Manager, Deputy General Manager and National Sales Head to Chief Executive Officer. See Roles and permissions. |
| Reporting line | Who reports to whom, built from the Reports to on each employee's record. Your team and your approver are both read from it. See Executives. |
| Request | An ask for books or a workshop, signed by your manager and then approved by an administrator. There are three types: self stock, school sampling and workshop. See Requests. |
| Return | Books that come back to the warehouse from a school, a trade party, or a rep's stock or sampling request. They go back on the shelf when the warehouse records them. A return from a school or trade party then waits for the accounts desk to raise a credit note, or to take the books back without one. See Returns. |
S
| Term | What it means |
|---|---|
| Sale-or-return | Books sent to a dealer on a delivery challan. The dealer settles it line by line: copies that come back go on the shelf, and copies kept are invoiced. See Delivery challans. |
| School sampling | A request to send specimen copies to a school. It needs a school. See Requests. |
| Self stock | A request for specimen copies for yourself, sent to the address the administrator keeps on your record unless you change it. Once shipped, they show under My Stock. See My Stock. |
| Ship to | Where an order's books are delivered: a school on the register, or a name and address the rep types. See Orders. |
| Shortfall | Books still owed because an order or a stock or sampling request was sent short. The warehouse tracks it under Dispatch → Shortfall and can send it to the administrators. See Dispatch. |
| Specimen | A sample copy of a title. Reps hold the specimen copies their self stock requests brought them, and school sampling sends them to a school. See My Stock. |
| Start day | Opening your working day in the Android app, with a photo of your odometer and its reading, or No vehicle today. Check-ins stay closed until you do, and close again when you end the day or it closes on its own at the time the administrator sets. See Start and end your day. |
T
| Term | What it means |
|---|---|
| Team | You plus everyone below you in the reporting line, however deep. Managers see their team's visits, orders and dues, and approve their team's records. See Roles and permissions. |
| Trade party | Anyone billed who is not a school: a bookseller, an individual, a company or an institution. A trade party has no login. The admin panel keeps them under Trade parties. See Trade parties. |
| Travel plan | A trip's dates and budget, approved by your manager before you travel. Afterwards you fill in each day and what it cost, and the manager validates the plan. See Travel plans. |
V
| Term | What it means |
|---|---|
| Visit | A school visit, with its type, the person met and the feedback. From the app it is a check-in plus a report, and it shows a Mobile badge with the distance from the school. From the portal it is a single entry with a Web badge and no proof of location. Visits are not approved. See Visits. |
| Visit type | What a visit was for: Intro, Product demo, Follow-up or After-sales. See Visits. |
| Voucher | The entry a document makes in the books, with its debits and credits. Every balance and report is added up from vouchers, and the Daybook lists them all. See How the books work. |
W
| Term | What it means |
|---|---|
| Workshop | A request to hold a teacher-training workshop, with a topic and a budget. See Requests. |
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