Documentation
Order Management
Process and track purchase and sales orders.
Order Management
Manage your purchase orders (PO) and sales orders (SO) through their complete lifecycle.
Order Types
| Type | Direction | Description |
|---|---|---|
| Sales Order | Customer → You | Orders received from customers |
| Purchase Order | You → Supplier | Orders you place with suppliers |
Order Lifecycle
Orders follow this status flow:
Draft → Pending → Confirmed → Processing → Shipped → Delivered
Each transition is tracked with timestamps and user information.
Creating an Order
Orders can be created in several ways:
- From a quote: Convert an accepted quote to an order
- Manual creation: Create directly from the Orders section
- Portal: Customers can place orders through the portal
Order Processing
Once an order is confirmed:
- Acknowledge: Confirm receipt and expected timeline
- Process: Prepare items for shipment
- Ship: Enter tracking information
- Deliver: Mark as delivered upon receipt confirmation
Fulfillment Tracking
Track shipments with:
- Carrier information
- Tracking numbers
- Expected delivery dates
- Partial shipment support
Order Documents
Generate and attach documents:
- Order confirmation PDF
- Packing list
- Invoice
- Shipping labels