Product types and glossary
Understand the terms used when building Neartail forms, collecting orders, and preparing customer requests.
Products and choices
| Term | Meaning |
|---|---|
| Quantity product | An item ordered in a count, such as three lunch boxes |
| Weight product | An item ordered by a measured unit, such as kilograms |
| Variant | A choice that changes the product version, such as a size or flavor |
| Nested variant | A product choice with another level of options |
| Modifier | An add-on or adjustment attached to a product |
| Category or section | A group of related products or form fields |
| Cart | The customer's selected products and quantities before submission |
| Order amount | The value calculated from products and configured adjustments |
See products and options for selecting the right product model.
Forms and records
| Term | Meaning |
|---|---|
| Form | The questions, products, and rules customers complete |
| Response or submission | The saved answers from one completion of a form |
| Order | A response used to request products and arrange fulfillment |
| Managed copy | The form created through Neartail's import flow, separate from the source form |
| Payment state | Information about payment progress or receipt |
| Fulfillment status | The work stage your team uses to prepare and hand off an order |
| Report | A view that organizes saved data into a table or other layout |
| Production report | Output that groups the quantities to prepare |
| Packing list | Output that groups items and handoff details for a customer order |
Website and communication
The primary form is the main form connected to a website. Quick Links make additional forms accessible without necessarily replacing that primary form. A confirmation email goes to the respondent; a team notification alerts staff. A WhatsApp handoff prepares a message the customer sends in WhatsApp.
Keep these events distinct when writing instructions: a saved response, a sent message, a completed payment, and a fulfilled order can happen at different times.