016 — Glossary
Terms used consistently throughout this guide and in the platform itself.
People and Organisations
| Term |
Meaning |
| Customer |
A customer company that buys from SAMTIA — not an individual person |
| Customer User / Portal User |
A person at a customer company who uses the Customer Portal |
| Company Administrator |
A customer user who can also manage their own colleagues' accounts and tags |
| Standard User |
A customer user who can shop and order but not manage colleagues |
| Account Manager |
The SAMTIA employee who owns a set of customer companies |
| Pricing Manager |
A SAMTIA role focused on price lists and price rules |
| Read Only Manager |
A SAMTIA role that can view but not change |
| Super Administrator |
A SAMTIA role with full access including configuration |
The Two Portals
| Term |
Meaning |
| Customer Portal |
The customer-facing website where companies browse and order |
| Account Management Portal |
The internal website where SAMTIA staff serve customers |
| ERP Back Office |
SAMTIA's underlying business system, used by administrators. Not covered in this guide |
Buying and Selling
| Term |
Meaning |
| Draft Request |
A basket a customer is still building. Private, editable, not yet sent to SAMTIA |
| Label |
The name a customer gives a draft request or order |
| RFQ — Request for Quotation |
A draft request formally submitted for pricing |
| Quotation |
SAMTIA's priced response to an RFQ |
| PO — Purchase Order |
The customer's formal order document, uploaded as a PDF to accept a quotation |
| Order |
Confirmed business being fulfilled |
| Target Price |
The price a customer says they are hoping to pay. Guidance for the Account Manager, not a commitment |
| New Product Request |
A customer's request for a product not in the catalogue |
| Shared Request |
A draft basket a customer has flagged for their Account Manager's attention, without formally requesting a price |
Sales Order Stages
| Stage |
Plain meaning |
Who acts next |
| Draft Request |
Still being built, not yet sent to SAMTIA |
Customer |
| RFQ Submitted |
A price has been requested |
Account Manager |
| RFQ Revised |
The customer changed their request |
Account Manager |
| Quotation Issued |
A price has been offered |
Customer |
| PO Submitted |
The customer accepted and sent their order document |
Account Manager |
| Processing |
Confirmed and being fulfilled |
Account Manager |
| Delivered |
Complete |
Nobody |
| Rejected |
The request was refused |
Nobody |
| Cancelled |
The business was stopped |
Nobody |
Status Signals
| Term |
Meaning |
| Schedule Status |
Timing signal from the requested delivery date:Late, On Time or Upcoming |
| Requested Delivery Date |
When the customer needs the goods |
| Quotation Viewed Date |
When the customer opened the quotation |
| Quotation Downloaded Date |
When the customer printed or downloaded the quotation |
| Action Required |
A flag raised when a customer shares a draft request or posts a message. Cleared withReply Done |
| Pending Resubmission |
The customer changed a quoted order but has not resubmitted it |
| Return Reason |
The Account Manager's explanation for sending an order back |
Catalogue
| Term |
Meaning |
| Product Category |
A branch of the browsing menu customers navigate |
| Brand |
A manufacturer customers can browse by |
| Product Variant |
A specific sellable version of a product — a size, a colour, a configuration |
| Product Attribute |
A characteristic a product varies by, such as Size |
| Product Attribute Value |
A specific option, such as Large |
| Product Tag |
A label customers can filter the catalogue by |
| Product Badge |
A small marker on a product card, such asNew or Sale |
| Product Notice |
An important notice shown on a product page |
| Featured Product |
A product promoted onto the customer Home page |
| Requires Consultation |
A product needing a conversation before it can be ordered. Customers seeCall Required |
| Published |
Whether a product is visible to customers at all |
Pricing
| Term |
Meaning |
| Price List |
A set of prices offered to a group of customers |
| Price Rule |
One entry on a price list, setting the price for a product or group |
| Applies To |
What a price rule covers — a product, a product variant, or a broader group |
| Minimum Quantity |
The minimum quantity before a price rule applies. Used for volume pricing |
| Validity Period |
The dates between which a price rule applies |
| Customer Segment |
A commercial segment of customers, carrying a default price list |
People Management
| Term |
Meaning |
| Account Enabled / Account Manager Approved |
The SAMTIA-controlled switch on a customer user |
| Portal Access Enabled / Status |
The customer-controlled switch on their own user |
| User Tag |
A label a customer company uses to group its own people |
| Invitation |
The e-mail sent to a new customer user with their access details and a QR code |
| National ID / Iqama |
An alternative to an e-mail address for signing in |
Communication
| Term |
Meaning |
| Chat |
Live conversation between a customer company and its Account Manager |
| Comment |
A message attached permanently to a specific order |
| Account Manager Note |
A standing statement about an order, written by SAMTIA and shown prominently to the customer |
| Attachment |
A file attached to an order or a customer record |
| Notification |
An in-portal alert about something that happened |
| Online / Away / Offline |
Whether a person is currently using the portal |
Screen Elements
| Term |
Meaning |
| Request Selector |
The header control deciding which draft request receives products you add |
| Action Items |
The list of things needing your attention, shown on both home screens |
| Column chooser |
The control for showing and hiding table columns |
| Filters |
The panel narrowing a list by date ranges |
| Banner |
A promotional image on a customer's Home page, optionally aimed at one customer and scheduled to run between dates |