People and organizations
CRM identity
An individual contact known to the operator. This is the canonical CRM record. Avoid “customer”, “client”, or “contact” as entity names.
legal entity
A company or legal entity: a buyer, supplier, agency, or other counterparty.
person on a booking
A person who actually travels on a booking. Carries a category (adult, child, infant, senior) and personally identifiable information. Use this rather than “guest”, “pax”, or “passenger”.
role on a record
A role-bearer on a quote, booking, program, or booking item: traveler, booker, decision-maker, or finance contact.
commercial principal
The organization accountable for commercial control and, when applicable, operational fulfillment. An operator can be both an operating party for some inventory and a reseller for other inventory at the same time.
vendor
An operational vendor contracted directly to deliver owned or assembled products.
distribution counterparty
A distribution counterparty that sells the operator’s inventory: direct, OTA, affiliate, reseller, marketplace, or API partner.
Catalog: what you sell
sellable offering
A sellable travel offering with a booking mode (date, date-time, open, stay, transfer, itinerary), a capacity mode, and visibility. Canonical, module-owned truth. Avoid collapsing “tour”, “experience”, or “package” into ambiguous terms.
variant
A configurable variant of a product, such as “English Guided” or “Private Group”. Composed of option units.
pricing dimension
A pricing or age dimension within an option, such as “Adult”, “Child 3 to 11”, or “Group 1 to 4”.
discovery projection
A normalized, sellable discovery and booking record used by admin search, the storefront, the composer, and CMS sync, regardless of where the inventory comes from. A catalog item may resolve to a local product or to sourced inventory.
owned
Inventory the operator owns or manages operationally.
resold
Inventory the operator sells but does not operate, reached through an inventory source such as Connect or a GDS.
Sales pipeline
sales pursuit
A tracked travel sales pursuit with a person or organization. Moves through stages, owns value, participants, and activities, and produces one or more Proposal Versions. Use “Proposal”, not “opportunity” or “deal”.
immutable revision
An immutable proposal revision or alternative sent to the client. Freezes a trip envelope snapshot, pricing, validity, and decision state. Editing a sent version creates a new version.
stage set
An ordered set of stages a Proposal moves through, such as Qualified, Proposal, Negotiation.
priced result
An immutable, expiring, server-produced price and terms result for an exact Booking Session revision. A Quote is a pricing artifact, not a sales pursuit, and is distinct from a Proposal Version.
Commitment chain
There are two ladders. Reusable catalog booking: Product → Booking Session → Quote + optional Hold → Commit → Booking → Fulfillment. Bespoke travel sales: Proposal → accepted Proposal Version → Booking Session → Quote + optional Hold → Commit → Booking / Component Booking → Fulfillment. Each step hardens the commitment. Accepting a Proposal Version records the customer decision and seeds reservation; it does not by itself confirm suppliers or create a Booking.durable commitment
The durable, first-party commitment and customer-safe operational record. Holds travelers, booking items, allocations, fulfillments, redemptions, provenance, and state. Use “Booking”, not “reservation” or “order”.
line item
A single line on a booking: a unit, service, extra, fee, tax, discount, accommodation, or transport line.
capacity hold
A capacity hold against a slot, pickup point, or resource. Moves through held, then confirmed, then fulfilled.
temporary claim
A temporary, time-limited claim on inventory before a booking is confirmed. It expires.
customer-facing itinerary
A customer-facing aggregate that groups one or more component bookings into a single itinerary, checkout, support, document, and cancellation experience. Not necessarily one booking.
Inventory and availability
recurrence
A recurring capacity definition (RFC 5545 recurrence) that generates concrete slots.
dated unit
A concrete dated inventory unit with remaining capacity.
channel block
A block of inventory reserved for a specific channel.
resolved buyability
The resolved answer to “is this product buyable now for this date, party size, market, and channel?” It combines availability, pricing, allotments, and policies.
Money
three distinct amounts
These are never interchangeable, even when numerically equal. Cost is what you pay a supplier. Rate is the supplier’s per-unit tariff (per person, per night, per vehicle, flat). Price is the customer-facing sell amount.
billing document
A billing document issued to a payer. Lifecycle: draft, sent, partially paid or paid, overdue, void.
installment plan
An installment plan attached to a booking (deposit, installment, balance, hold) with due dates.
Fulfillment
artifact issuance
Issuance of a deliverable artifact such as a voucher, ticket, PDF, QR, or barcode for a booking item.
point of service
The act of consuming a fulfillment at the point of service, by scan or manual check-in.
Lifecycle verbs
These verbs mean different things in different domains. Keep them distinct.This is a curated subset. The platform repository ships the full ubiquitous language reference covering MICE and group travel, distribution, legal and compliance, and ground operations.