# Glossary

> Plain definitions of the words FloorLine uses, from action message to work order, with links to where each is covered.

Source: https://docs.floorlinehq.com/help/glossary/ (updated 2026-10-14)

The words FloorLine uses, in alphabetical order. Some features are on certain plans only; the linked page says which.

## A

### Action message

A suggestion from MRP to change an order that's already out so it matches what's needed: **expedite** it, **push out** its date, **reduce** it, **cancel** it, or **release** a planned order. Past-due orders are listed too. Most have a one-click fix. Mid and up. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### Active work order

A work order that's open, in progress, or on hold: not done and not canceled. The Free plan allows 50 at a time. See [Plans and limits](https://docs.floorlinehq.com/start/plans/).

### Add-on

Extra users, stations, or file storage bought on top of the Basic or Mid plan, billed with the plan. See [Plans and limits](https://docs.floorlinehq.com/start/plans/#add-ons).

### Admin

A user who sets up the shop: users, stations, shop settings, and the audit log, plus everything a manager does. Signs in with email and password. See [Users and roles](https://docs.floorlinehq.com/setup/users/).

### Archive

How FloorLine retires stations, items, vendors, customers, and locations. Archived records drop out of lists and pickers but keep their history. They're never deleted, because past orders point at them.

### Audit log

A record of who changed what in the shop, and when. Mid and up, for admins. See [Audit log](https://docs.floorlinehq.com/reports/audit-log/).

### Available

On Live view, the number of jobs whose current step is at that station and hasn't started yet: work ready to pick up. See [Live view](https://docs.floorlinehq.com/floor/live-view/).

## B

### Batch

For a made item, the smallest run worth making (**minimum batch**) and the size runs come in (**batch multiple**). MRP and sales orders round planned work orders up to it. Mid and up. See [Set up items](https://docs.floorlinehq.com/setup/items/).

### Best-by date

Like an expiry date, but softer: the date a lot or serial number is best used by. Stock past it is marked "past best-by". See [Lots and serial numbers](https://docs.floorlinehq.com/stock/lots-serials/).

### Bill of materials (BOM)

The list of what goes into one unit of a made item: each component, how much, the scrap allowance, and the station where it's used. Work orders copy it when they're created. Basic and up. See [Bills of materials](https://docs.floorlinehq.com/setup/boms/).

## C

### Capacity

How many jobs a station can run at once, like a drill station with 3 drills. The planning calendar uses it. See [Set up stations](https://docs.floorlinehq.com/setup/stations/).

### Category

A group you make for items, like "Fasteners" or "Carts", for finding and grouping them on the Items page. Every plan. See [Set up items](https://docs.floorlinehq.com/setup/items/).

### Committed

Stock that open orders still need: materials active work orders haven't taken yet, plus what's left to ship on open delivery orders. Part of the forecast. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### Component

An item listed on another item's bill of materials. It can be purchased or made in house (a subassembly). See [Bills of materials](https://docs.floorlinehq.com/setup/boms/).

### Consumed at

The station on a bill-of-materials line where that component is used. The component leaves stock when the work order's step at that station first starts. Left empty, it's the first step. See [Bills of materials](https://docs.floorlinehq.com/setup/boms/).

### Current step

The first step of a work order that isn't done. Only the current step can be worked, and only at its own station, so a job appears on one station's tablet at a time. See [Use the tablet](https://docs.floorlinehq.com/floor/tablet/).

### Customer

A company you sell to and ship to. Delivery orders and sales orders name one. Basic and up. See [Vendors and customers](https://docs.floorlinehq.com/setup/vendors-customers/).

### Customer status link

A private web link you can send a customer so they can check their sales order's progress and shipments without signing in. It never shows prices, notes, or people. See [Sales orders](https://docs.floorlinehq.com/stock/sales-orders/).

## D

### Daily summary

A morning email to admins and managers about the last day the shop was open: steps done, orders finished, what's late, short, or expiring, and each person's efficiency. Also on the Daily summary page. Basic and up. See [Daily summary](https://docs.floorlinehq.com/reports/daily-summary/).

### Delivery order (DO)

An order to ship items to a customer, numbered DO-1001 and up. Shipping it, in full or in parts, takes the items out of stock. Listed under **Shipping**. Basic and up. See [Shipping and receiving](https://docs.floorlinehq.com/stock/shipping-receiving/).

### Downtime

Time a station can't work. **Scheduled downtime** is planned in advance, like weekly maintenance, and the planner works around it. A station marked **down** from its tablet, with a reason, stops its running steps until it's back up. Mid and up. See [Downtime and OEE](https://docs.floorlinehq.com/floor/downtime-oee/).

### Due date

The day a work order should be finished. An active order past its due date is **late**. See [Work orders](https://docs.floorlinehq.com/floor/work-orders/).

## E

### Effective plan

The plan your shop gets right now: your paid plan, the Mid plan during the free trial, or Free otherwise (including while the shop is read-only). See [Plans and limits](https://docs.floorlinehq.com/start/plans/).

### Efficiency

How fast work went against the routing's estimate: the estimated time divided by the actual running time. Over 100% means faster than planned. Needs throughput on the routing steps. Mid and up. See [Dashboard](https://docs.floorlinehq.com/reports/dashboard/).

### Expedite

An action message saying an order already out needs to arrive or finish sooner than its date. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### Expiry date

The last day a lot or serial number is good. FloorLine warns about stock past it or close to it, and fills orders from other stock first, but never blocks you. Mid and up. See [Lots and serial numbers](https://docs.floorlinehq.com/stock/lots-serials/).

## F

### Finished units

Units of a work order put into stock before the whole order is done, as they come off the last step. Reported with **Report finished**. Mid and up. See [Work orders](https://docs.floorlinehq.com/floor/work-orders/).

### Firm

A planned order you've fixed. MRP won't change a firm planned order on its next run, and counts it as supply. Changing a planned order's quantity or date firms it. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### Floor screen

What a station's tablet shows: the name grid, the PIN pad, and, once someone signs in, the jobs at that station. A device shows it once it's set up as a tablet (in **floor mode**). See [Use the tablet](https://docs.floorlinehq.com/floor/tablet/).

### Forecast

What an item's stock will be once the orders already out have moved it: on hand, less what's committed, plus what's incoming. Basic and up. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

## G

### Grace period

The 7 days after a failed payment when the shop works normally while the owner updates the card. After that, the shop turns read-only. See [Plans and limits](https://docs.floorlinehq.com/start/plans/#failed-payments-and-read-only-mode).

## H

### Hold

A pause on a work order, with an optional reason. It stops the running step, and nothing on the order can be worked until someone releases it. Putting orders on hold is Basic and up; releasing them works on every plan. See [Work orders](https://docs.floorlinehq.com/floor/work-orders/).

### Hours of operation

The days and times your shop works, in its time zone, set in **Shop settings**. The planning calendar schedules only in these hours. See [Shop settings](https://docs.floorlinehq.com/setup/shop-settings/).

## I

### In transit

Stock shipped on a transfer order that hasn't been received at the other location yet. High plan. See [Locations](https://docs.floorlinehq.com/setup/locations/).

### Incoming

Stock on its way: what active work orders will make and what's left to receive on open purchase orders. Part of the forecast. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### Item

Anything you make or buy, with its name and, on Basic and up, its stock. Items are made in house or purchased. See [Set up items](https://docs.floorlinehq.com/setup/items/).

## L

### Late

An active order past its due date (a work order) or past its expected or ship-by date (a purchase or delivery order). Shown in red. See [Work orders](https://docs.floorlinehq.com/floor/work-orders/).

### Lead time

How many days an item takes to get: for a purchased item, from ordering to arrival; for a made item, to make it. Replenishment and MRP use it to say when to order or start. A vendor can have its own lead time for an item. See [Set up items](https://docs.floorlinehq.com/setup/items/).

### Live view

The live board of the shop floor: a card for every station with what's available, late, and on hold, and each job being worked. Every plan. See [Live view](https://docs.floorlinehq.com/floor/live-view/).

### Location

A plant or building with its own stations, and optionally its own time zone and hours. Every shop has one; the High plan can add more and keep stock at each. See [Locations](https://docs.floorlinehq.com/setup/locations/).

### Lot

A batch of an item that's tracked together, like a mill heat of steel or a batch of powder, with its own lot number and, if it has one, expiry date. Mid and up. See [Lots and serial numbers](https://docs.floorlinehq.com/stock/lots-serials/).

### Lot rule

How MRP sizes the orders it plans for an item: **Up to max** (one order back up to max), **Lot for lot** (exactly what's short), **Fixed quantity** (whole lots of one size), or **Days of supply** (enough for the next so many days). Mid and up. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

## M

### Made in house

An item your shop produces. It has a routing and can have a bill of materials, and work orders make it. The opposite of purchased. See [Set up items](https://docs.floorlinehq.com/setup/items/).

### Manager

A user who runs the work: items, work orders, stock, orders, planning, and reports, and sets up tablets. Signs in with email and password. See [Users and roles](https://docs.floorlinehq.com/setup/users/).

### Mark complete

Finishing a whole work order from its page in the office, without working each step on a tablet. See [Work orders](https://docs.floorlinehq.com/floor/work-orders/).

### Master schedule

The demand you expect for items by week, before customers order. MRP plans for whichever is more, the forecast or the actual orders. Mid and up. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### Min and max

An item's reorder point (**Reorder at (min)**) and the level to bring it back to (**Bring back up to (max)**). When stock is headed to min or below, Replenishment suggests ordering or making enough to reach max. Basic and up. See [Set up items](https://docs.floorlinehq.com/setup/items/).

### MRP

Material requirements planning. FloorLine's MRP looks at every order, the master schedule, and your bills of materials, level by level, and plans what to buy or make and by when, as planned orders. It runs on its own after changes and every night. Mid and up. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

## O

### OEE

Overall equipment effectiveness: a station's availability (open time it wasn't down) times its performance (speed against the routing's estimate) times its quality (good units against scrapped ones). On the Dashboard. Mid and up. See [Downtime and OEE](https://docs.floorlinehq.com/floor/downtime-oee/).

### On hand

How much of an item is in stock now. It changes with every stock movement: jobs, receiving, shipping, counts, and adjustments. Basic and up. See [How stock moves](https://docs.floorlinehq.com/stock/how-stock-moves/).

### Operation

What happens at a step of a routing, like "Deburr edges", shown to the operator on the tablet. On Basic and up, it can carry written instructions or a file. See [Routings](https://docs.floorlinehq.com/setup/routings/).

### Operator

A user who works on the floor, signing in on a station tablet with their name and PIN. Operators don't sign in to the office app. See [Users and roles](https://docs.floorlinehq.com/setup/users/).

### Owner

The admin who signed the shop up. Only the owner sees billing and changes the plan. See [Users and roles](https://docs.floorlinehq.com/setup/users/).

## P

### Paused

A step that was started and then stopped. It can be started again. See [Use the tablet](https://docs.floorlinehq.com/floor/tablet/).

### Pegging

What a planned order is for, traced up to the demand at the top, like "40 ft for DO-1003 to Northwind" or "to keep stock up". Shown when you open a planned order. Mid and up. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### PIN

A 4- to 6-digit number someone enters on a station tablet to sign in. Admins set operators' PINs; admins and managers can set their own. Five wrong tries in a row lock that person out for 15 minutes. See [Users and roles](https://docs.floorlinehq.com/setup/users/).

### Pinned

A work order or step you've placed on the planning calendar by hand. The automatic planner keeps it where you put it until you let the planner decide again. Mid and up. See [Planning](https://docs.floorlinehq.com/floor/planning/).

### Planned order

What MRP says to buy or make, how many, and by when, before anyone places it. You can change it, firm it, or release it into a real purchase order or work order. Mid and up. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### Planning calendar

The schedule of every work order and step, by day, week, or month, by work order or by station. FloorLine plans it automatically by urgency, within your hours, and waits for materials; you can drag things to move them. Mid and up. See [Planning](https://docs.floorlinehq.com/floor/planning/).

### Purchase order (PO)

An order for items from a vendor, numbered PO-1001 and up. Receiving it, in full or in parts, adds the items to stock. Listed under **Receiving**. Basic and up. See [Shipping and receiving](https://docs.floorlinehq.com/stock/shipping-receiving/).

### Purchased

An item you buy rather than make. It has vendors and no routing. The opposite of made in house. See [Set up items](https://docs.floorlinehq.com/setup/items/).

### Push out

An action message saying an order already out isn't needed until later, so its date can move back. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

## Q

### Quality check

Something an operator records at a step before completing it: a text answer, a measurement (flagged if it's out of range), or a photo. Set on a routing step's operation. Mid and up. See [Routings](https://docs.floorlinehq.com/setup/routings/).

## R

### Read-only

What a shop becomes when a failed payment isn't fixed within the grace period. Everyone can still see everything and the floor keeps working, but most changes are paused until the payment goes through. Nothing is deleted. See [Plans and limits](https://docs.floorlinehq.com/start/plans/#failed-payments-and-read-only-mode).

### Reduce

An action message saying an order already out is bigger than needed. **Cancel** means it isn't needed at all. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### Release

To turn planned orders into real ones: a purchase order for each vendor, or a work order for each made item. Also, to take a work order off hold. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### Replenishment

The page that tells you what to order or make before stock runs short. On Basic it works from min and max and the forecast; on Mid and up it shows MRP's planned orders and action messages. Basic and up. See [Replenishment](https://docs.floorlinehq.com/stock/replenishment/).

### Routing

The stations a made item goes through, in order, with an operation at each. Every work order for the item copies it as its steps. See [Routings](https://docs.floorlinehq.com/setup/routings/).

### Running

A step that's been started and is being worked. On Live view, a running job shows the operator who started it. See [Live view](https://docs.floorlinehq.com/floor/live-view/).

## S

### Sales order (SO)

What a customer ordered, numbered SO-1001 and up. Saving one makes its delivery order, and work orders for what isn't in stock. On Mid and up it plans down every level of the bill of materials. Basic and up. See [Sales orders](https://docs.floorlinehq.com/stock/sales-orders/).

### Scrap

Units of a work order lost, like parts that came out wrong. Scrapping lowers the order's quantity, and materials go back to stock or are written off as they should. On a bill of materials, the **scrap %** is the extra of a component a job plans to use up. Reporting scrap is Mid and up. See [Work orders](https://docs.floorlinehq.com/floor/work-orders/).

### Serial number

A number that identifies one unit of an item, tracked from receiving or making it to using or shipping it. Mid and up. See [Lots and serial numbers](https://docs.floorlinehq.com/stock/lots-serials/).

### Ship date

FloorLine's estimate of when a new work order or delivery order would be done, worked out from everything already planned ("When can we ship it?"). Mid and up. See [Planning](https://docs.floorlinehq.com/floor/planning/).

### Short

Not enough stock. A work order flags a material as short when there's less on hand than it still needs; Replenishment calls an item short when its forecast falls to min or below. FloorLine warns but never stops the floor. See [How stock moves](https://docs.floorlinehq.com/stock/how-stock-moves/).

### SKU

An item's own code, like a part number. Optional, and unique among active items. Basic and up. See [Set up items](https://docs.floorlinehq.com/setup/items/).

### Station

A place on the floor where work happens, like Saw or Weld. Each station can have one tablet, which comes with it, and your plan limits how many stations you have. See [Set up stations](https://docs.floorlinehq.com/setup/stations/).

### Step

One line of a work order's routing: a station and its operation. Steps are **not started**, **running**, **paused**, or **done**, and they go in order. See [Work orders](https://docs.floorlinehq.com/floor/work-orders/).

### Stock movement

One change to an item's stock, with its reason: used on a work order, made on one, received, shipped, counted, adjusted, wasted, or scrapped. Together they're the item's stock history. Basic and up. See [How stock moves](https://docs.floorlinehq.com/stock/how-stock-moves/).

## T

### Tablet

A device set up for one station, showing its floor screen. Any tablet or phone with a browser works. One per station, and it comes with the station. See [Set up tablets](https://docs.floorlinehq.com/setup/tablets/).

### Throughput

How fast a routing step goes: units an hour, or minutes a unit. FloorLine uses it to estimate how long a step takes, when a running job will be done, and efficiency. Mid and up. See [Routings](https://docs.floorlinehq.com/setup/routings/).

### Track stock

Whether FloorLine keeps an item's on-hand count. On by default; turn it off for things you don't count, like shop supplies. Basic and up. See [Set up items](https://docs.floorlinehq.com/setup/items/).

### Transfer order (TO)

An order moving stock from one location to another, numbered TO-1001 and up: shipped from the first location, in transit, then received at the second. High plan. See [Locations](https://docs.floorlinehq.com/setup/locations/).

### Traveler

The printed PDF that goes with a work order, with a barcode for the order and one for each step, the routing, and the materials. Operators scan it on the tablet. Every plan. See [Work orders](https://docs.floorlinehq.com/floor/work-orders/).

### Trial

The first 14 days of every new shop, on the Mid plan, with no card needed. Afterwards the shop moves to Free unless the owner picks a plan. See [Plans and limits](https://docs.floorlinehq.com/start/plans/#the-free-trial).

## U

### Unit

What an item is counted in, like each, ft, or lb. Stock, orders, and bills of materials all use the item's unit; a vendor can sell it in packs of several. Basic and up. See [Set up items](https://docs.floorlinehq.com/setup/items/).

## V

### Vendor

A company you buy from. Purchase orders name one, and a purchased item can list its vendors with their part numbers, prices, and lead times. Basic and up. See [Vendors and customers](https://docs.floorlinehq.com/setup/vendors-customers/).

## W

### Waste

Material lost on a work order beyond what was planned, like a mis-cut. It leaves stock right away, and the order still makes its full quantity. Mid and up. See [Work orders](https://docs.floorlinehq.com/floor/work-orders/).

### Work order (WO)

A job to make a quantity of a made item, numbered WO-1001 and up, with a due date and, optionally, a customer and PO. It's **open**, **in progress**, **on hold**, **done**, or **canceled**. See [Work orders](https://docs.floorlinehq.com/floor/work-orders/).
