Overview
This glossary defines common terms Partners may see during Urbanmount onboarding and day-to-day use. Using the same terms helps teams compare Shopify information with the Partner Dashboard and report issues clearly.
Who this applies to
This article applies to Partner administrators, ecommerce teams, catalog managers, operations teams, and customer-support staff.
What you can see
Account and store terms
Partner: A retailer or commerce business using Urbanmount to offer services alongside eligible products.
Partner Dashboard: The Urbanmount workspace where authorized Partner team members review setup, products, commerce activity, services, analytics, settings, and support options available to their account.
Shopify store: The Shopify store connected to a Partner account. The permanent
myshopify.comdomain is useful when identifying the store to support.Connection: The approved link between a Shopify store and Urbanmount.
Onboarding: The steps used to confirm Partner information, connect Shopify, review the catalog, and prepare the customer experience.
Catalog terms
Product: The main catalog item sold by the Partner.
Variant: A specific option of a product, such as a size, finish, or configuration. Different variants can have different service eligibility.
SKU: A stock-keeping identifier assigned in Shopify. It can help identify an item but may not be unique.
Shopify product ID: Shopify's stable identifier for a product.
Shopify variant ID: Shopify's stable identifier for a specific variant.
Product review: A review of the catalog information needed to determine whether an Urbanmount service can be offered for a product or variant.
Service eligibility: Whether the relevant Urbanmount service can currently be offered for the exact product or variant. Eligibility does not guarantee availability at every customer location.
Customer and service terms
Customer experience: The Urbanmount information and actions presented to a customer while they consider or arrange a service.
Service location: The address where the work would take place. It may differ from a billing or delivery address.
Availability: Whether the relevant service can currently be offered for a selected item and location.
Quote: The Urbanmount record that summarizes a customer's service selection and related details.
Scheduling option: A date or time option currently presented for a service. Options can change and should be confirmed in the active customer journey.
Installation: The service activity associated with completing the requested work.
Record and reporting terms
Shopify order: The native order record managed in Shopify.
Urbanmount service record: A record in the Partner Dashboard related to an Urbanmount customer journey or service.
Source identifier: A stable identifier used to match products, variants, orders, quotes, or services across views.
Filter: A selection that narrows what appears in a dashboard list or summary.
Date range: The period included in a dashboard view or report.
What to expect
The same word can have different meanings in Shopify and Urbanmount. Name the system and record type when discussing an issue, such as “Shopify order” or “Urbanmount quote.” Distinguish product eligibility from availability at a customer location, and do not use a customer name as the only way to match records.
When reporting an unfamiliar label, copy the exact text shown instead of interpreting it. Include the page, record type, identifier, date, time, and expected result.
Get help
Open Help in the Partner Dashboard for account-specific questions. Include the exact page, label, record type, relevant identifier, and what you are trying to understand. Share only the minimum customer information needed and never include passwords or payment details.