Glossary

Organization — Your business as a whole: the thing that has a plan, an owner, and one or more stores.

Store — One location. Settings, work orders, inventory counts, and reports belong to a store. The store dropdown at the top of every page picks which one you are working in.

Identifier — The short name of a store, shown in the store dropdown.

Estimate — A ticket written as a quote. It becomes a work order when the customer approves it.

Work order — An open ticket for work that is scheduled or in progress. It moves through statuses until it is invoiced.

Invoice — A closed ticket. Totals are final, payments are recorded, stock has been deducted, and it counts on reports.

Line item — One row on a ticket: a part, tire, labor, discount, or fee.

Item type — The kind of line: Outside Purchase Part, Outside Purchase Tire, Stock Part, Stock Tire, Labor, Discount, or Fee. The type decides which tax bracket applies and whether inventory is touched.

Stock part / stock tire — An item from your inventory. Adding it to a ticket reserves it; invoicing deducts it.

Outside purchase — A part or tire bought for this one job rather than from stock. Typed directly onto the ticket.

On hand — The quantity of an item physically in stock.

Reserved — The quantity of an item sitting on open work orders. On hand minus reserved is what you can sell.

Stock level — The minimum quantity you want to keep. Items below it appear on the reorder list.

Margin — Profit as a share of the price: (retail minus cost) divided by retail. Work orders show it as a colour-coded button.

Tax bracket — The tax rate applied to a line. Each line can use a different one.

Exemption amount — The share of a tax rate that a tax-exempt customer does not pay.

Open payment method — A charge or house account. Invoices paid this way stay on Accounts Receivable until marked paid.

Accounts receivable (AR) — Money customers owe you on charge accounts.

Accounts payable (AP) — Vendor invoices you have not paid yet.

Vendor invoice — A supplier's bill entered in Flux to receive stock and update costs.

Team member — A technician or advisor whose name goes on tickets. Not a login.

User account — A login. Has a role (owner, billing admin, admin, staff) and access to one or more stores.

Declined line — A recommended line the customer turned down. It stays on the ticket, is left out of totals and inventory, and becomes deferred work.

Deferred work — Declined lines and recurring services that are due, shown per customer and vehicle so they can be offered again.

Recurring service — A rule that schedules a reminder when an invoiced line matches a keyword, for example "oil" every 90 days.

Cadence — The days after a visit when declined-work reminders go out, for example 30, 60, 90.

Reference number — An optional extra code printed on tickets, built from a formula in Store Details.

Fleet number — A customer's own number for one of their vehicles, used by fleets and dealers.

Grandfathered — An account from before plans were introduced. Keeps every feature with no billing.

MCP — The standard AI assistants use to connect to tools. Flux's MCP server lets Claude or ChatGPT work in your shop.