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Key Concepts

What this does: Defines the core terms and concepts used throughout StockApp so you understand what each feature does.

Written by Daniel Phung
Updated over a week ago

Last verified: 2026-02-18

Overview

This guide explains the terminology used in StockApp. Understanding these terms helps you navigate the platform and use documentation more effectively.

Who this is for: Anyone new to StockApp who wants to understand the terminology.

Products and Variants

Products

A product is the main item listing (e.g., "Athletic Shoe" or "Wireless Mouse"). Products can exist as a single item or have multiple variants.

Variants

Variants are specific configurations of a product (e.g., "Athletic Shoe - Size 10 - Blue" or "Wireless Mouse - Black").

What happens with variants:

  • Variants share a parent product but have distinct SKUs and can have different pricing

  • Each variant tracks its own inventory level

  • Updating the parent product name or description affects all variants

  • You can set different prices for each variant

What does NOT happen:

  • Deleting a variant does not delete the parent product or other variants

  • Changing one variant's price does not change other variants' prices

  • Variants cannot exist without a parent product

Pricelists

A pricelist is a curated collection of your products with specific pricing, visible only to buyers you assign it to.

What happens with pricelists:

  • Products in a pricelist are visible to buyers assigned to that pricelist

  • You can set different pricing per pricelist (e.g., wholesale vs retail pricing)

  • Updating a product updates it across all pricelists that contain it

  • You can create unlimited pricelists for different buyer segments

What does NOT happen:

  • Creating a pricelist does not automatically share it with anyone

  • Adding a product to a pricelist does not change the product's base price in your catalog

  • Buyers assigned to one pricelist cannot see other pricelists you've created

  • Removing a product from a pricelist does not delete the product from your catalog

Sharing and Resharing

Sharing

Sharing means making your products visible to buyers through pricelists. Buyers see the products you include and the prices you set.

Resharing

Resharing means taking products from a vendor you buy from and adding them to your own catalog to sell to your buyers.

What happens when resharing:

  • You select products from your vendor's catalog

  • You set your own pricing (markup percentage or fixed prices)

  • Products appear in your catalog as if they're your own

  • When the vendor updates product details, your catalog updates automatically

  • Your buyers only see YOU as the source - they never see your vendor

  • When you receive an order for a reshared product, you typically order it from your vendor to fulfill

What does NOT happen:

  • Resharing does not copy the product - it creates a live link to the vendor's product

  • Your buyers cannot see who your vendor is

  • Your vendor cannot see who your buyers are

  • Deleting a reshared product from your catalog does not affect your vendor's product

Orders vs. Offers

Orders

An order is a committed purchase request from a buyer to a vendor with specific line items, quantities, and pricing.

What happens with orders:

  • Both buyer and vendor can see order details and status

  • Status progresses through stages (Pending β†’ Confirmed β†’ Shipped β†’ Delivered)

  • Order totals are calculated automatically based on quantities and pricing

  • Orders create a record for both parties

Offers

An offer is a proposal or quote that can be negotiated before becoming an order.

What happens with offers:

  • Either buyers or vendors can create offers

  • Offers can include custom pricing or discounts

  • Offers can have expiration dates

  • Offers can be accepted, rejected, or countered

  • Accepted offers can be converted to orders

What does NOT happen:

  • Creating an offer does not commit to a purchase

  • An expired offer does not automatically become an order

  • Offers do not reserve inventory until converted to orders

Vendor vs. Buyer Relationships

The same account can act as both vendor and buyer - these are roles, not account types:

  • Acting as Vendor: When you're selling products to others

    • You manage your catalog, set pricing, create pricelists

    • You receive orders from buyers

    • You fulfill orders and update order status

  • Acting as Buyer: When you're purchasing from suppliers

    • You browse vendor catalogs

    • You place orders with vendors

    • You track order status and delivery

Resellers (Both Vendor and Buyer)

Resellers operate as both vendor and buyer simultaneously:

  • Source products from upstream vendors (acting as buyer)

  • Reshare products to downstream buyers (acting as vendor)

  • Apply markup to vendor pricing

  • Maintain complete privacy of supply chain

Relationship Privacy

When you reshare vendor products to your buyers:

  • Your buyers only see YOU as the source

  • Your buyers cannot see who your vendors are

  • Your vendors cannot see who your buyers are

  • Each party in the chain only sees one level up and one level down

What does NOT happen:

  • Resharing does not expose your vendor relationships

  • Buyers cannot bypass you to contact your vendors through StockApp

  • Vendors cannot contact your buyers directly

StockApps (Companies)

A StockApp is a separate business workspace with its own products, contacts, and orders. In the platform, your StockApps appear as "Your companies."

What happens with multiple StockApps:

  • Each StockApp operates independently

  • Switching StockApps changes your entire working context

  • You can be invited to join other companies' StockApps as a teammate

What does NOT happen:

  • Data does not sync between StockApps

  • Orders in one StockApp do not appear in another

  • Contacts in one StockApp are not automatically in another

  • Products from one StockApp are not visible in another unless explicitly shared

Contacts vs. Companies

Contacts

Contacts are individual people you interact with. Each contact has:

  • Name and email

  • Association with a company (optional)

  • Personal notes

Companies

Companies are business entities - vendors you buy from or buyers you sell to. Each company has:

  • Business name and details

  • Multiple contacts associated with it

  • Relationship type (vendor, buyer, or both)

The Directory manages both contacts and companies, helping you organize your business network.

Permissions and Roles

StockApp uses a role-based permission system for team members. Each company workspace comes with built-in roles:

  • Super Admin: Full control over the workspace, including settings, users, billing, and all features

  • User Admin: Can manage users and permissions

  • Developer: Access to developer tools and API credentials

  • Default Vendor Manager: Can manage products, inventory, orders, and most vendor settings

  • Default Sales Rep: Access to sales-related features and order management

In addition to the built-in roles, admins can create custom roles with specific permission sets tailored to their team's needs.

Permissions are set per StockApp - you can have different roles in different company workspaces.

What does NOT happen:

  • Roles from one StockApp do not carry over to another

  • Custom roles created in one workspace are not available in other workspaces

Common Terms

Term

Meaning

Catalog

Your collection of products

Inventory

Stock levels for each product or variant

SKU

Stock Keeping Unit - unique identifier for a product or variant

UPC/GTIN

Universal Product Code - standardized barcode number

Lead Time

How long it takes to fulfill an order after receiving it

Markup

Percentage or amount added to vendor's cost when reselling

Reshare

Adding a vendor's product to your own catalog with your pricing

Storefront

The buyer-facing view of your products (what buyers see)

Workspace

Your internal view of products (what you see as vendor)

Impersonation

Viewing your catalog as a specific buyer would see it

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