Terminology Customization

Customize the terms OrderDay uses to match your business vocabulary.

Overview

Different businesses use different words for the same concepts:

• Suppliers vs Distributors vs Vendors
• Purchase Orders vs Orders vs Requisitions
• Products vs Items vs SKUs

Terminology customization lets you configure OrderDay to speak your language.

Customizable Terms

You can rename these default terms:

Default Term	Common Alternatives
Supplier	Distributor, Vendor, Wholesaler
Product	Item, SKU, Article
Purchase Order	PO, Order, Requisition
Order Day	Reorder Day, Order Planning
Batch	Lot, Shipment

How to Customize

Step 1: Open Settings

Navigate to Settings > Terminology in the OrderDay menu.

Step 2: Choose Your Terms

For each term, either:

• Select from dropdown - Common alternatives
• Enter custom text - Your own preferred term

Step 3: Preview Changes

Before saving, you'll see a preview showing:

• How the term appears in navigation
• How it looks in page headers
• Example usage in context

Step 4: Save

Click Save to apply your terminology across OrderDay.

Immediate Effect

Terminology changes apply immediately throughout the app. No refresh needed.

Quick Presets

Don't want to customize each term individually? Use a preset:

Preset	Changes
Default	Standard OrderDay terminology
Manufacturer	Supplier -> Manufacturer, focus on production
Vendor	Supplier -> Vendor, common in retail
Distributor	Supplier -> Distributor, common in wholesale

Click a preset to apply all its terminology at once. You can then fine-tune individual terms.

Where Terms Appear

Customized terminology shows throughout OrderDay:

• Navigation menu - Sidebar links
• Page titles - Headers on each page
• Forms - Labels and placeholders
• Messages - Notifications and confirmations
• Reports - Column headers and descriptions
• Emails - Purchase order emails sent to suppliers

Examples

Pet Supply Store

Supplier -> Distributor
Product -> Item
Purchase Order -> PO

Why: Pet supply stores typically work with distributors like Chewy, Central Pet, etc.

Restaurant

Supplier -> Vendor
Product -> Item
Purchase Order -> Order
Batch -> Delivery

Why: Restaurants often call their food suppliers "vendors" and receive "deliveries".

Manufacturing

Supplier -> Manufacturer
Product -> Component
Purchase Order -> Requisition
Batch -> Lot

Why: Manufacturing uses specific terminology around production and materials.

Reverting Changes

To go back to default terminology:

1. Go to Settings > Terminology
2. Click the Default preset
3. Click Save

Or change individual terms back to their defaults using the dropdown menus.

FAQ

Q: Does this affect my Shopify store?

A: No, terminology changes only affect OrderDay. Your Shopify store uses its own terminology.

Q: Can different users have different terminology?

A: No, terminology is account-wide. All users see the same customized terms.

Q: Do custom terms appear in purchase order PDFs?

A: Yes, generated PO PDFs use your customized terminology.

Q: What about the API?

A: The API uses standard field names regardless of display terminology. This ensures integrations work consistently.

Q: Can I use non-English terms?

A: Yes, you can enter terms in any language for the custom text fields.

Best Practices

1. Match your team's vocabulary - Use terms everyone already knows
2. Stay consistent - Don't mix similar terms (e.g., both "Vendor" and "Supplier")
3. Consider new hires - Will the terms be clear to someone new?
4. Test presets first - A preset might be close enough to your needs

Related

• Settings Overview - Other configuration options
• Suppliers - Managing your suppliers/distributors/vendors