Order processing¶

Take a customer order from the moment it arrives to the moment it leaves the dock: create it, reserve the stock, pick it, pack it, and ship it.

Opening the orders page¶

In the sidebar, open Order Fulfillment → Orders.

The page lists every order in the warehouse you are working in. From here you can search, filter, and open any order, or choose Add Order to create one.

Finding an order¶

The list only ever shows the warehouse you have selected in the header. If an order seems to be missing, check that you are in the right warehouse.

What each row shows¶

Creating an order¶

On the Orders page, choose Add Order.

1. Choose the warehouse¶

Pick the warehouse that will fill the order. This decides which stock can be reserved and which locations and staging areas are available.

2. Choose the customer¶

Search by customer name, number, or email, then select the customer. If they are not on the list yet, create them first. The form shows their tier, status, and available credit.

3. Choose the shipping address¶

Pick one of the customer's saved addresses. Delivery instructions and contact details come across with it. You can add a new address here if you need to.

4. Set the priority and notes¶

Keep URGENT for orders that really are urgent — if everything is urgent, nothing is.

Notes is optional. Use it for delivery instructions, handling requirements, or anything the picker and the driver need to know.

5. Add the products¶

Search for each product by name, SKU, or barcode, then set the quantity. The platform checks the quantity against the stock you actually have.

Two fields are optional:

• Unit Price — overrides the price from the product catalog, for special pricing.
• Lot Number — restricts the order to one lot. Use it when a customer asks for a specific production batch. Stock is then only reserved from that lot.

6. Create it¶

Check what you have entered, make sure there is at least one product on the order, then choose Create Order.

The platform checks the required fields and the available stock, creates the order with the status Pending, and returns you to the order list.

Importing orders instead¶

For large volumes, upload orders from a spreadsheet rather than typing them. See Bulk upload for the file formats and the templates.

Reading an order¶

Click any row on the Orders page to open the order. The detail view is grouped into sections:

Which buttons appear depends on the status. Edit is only available while the order is Pending.

Filling the order¶

Reserving the stock¶

1. Open a Pending order and choose Allocate Inventory.

   The platform reserves stock using the strategy set for that warehouse — FIFO, FEFO, or LIFO.

2. Review what it reserved and adjust it if you need to.

With FEFO, the stock closest to its expiry date is reserved first, so perishable goods go out before they turn. If anything already expired gets reserved, you'll see a warning before you confirm.

The order moves to Allocated.

Picking¶

1. Create a pick list from the allocated order and assign it to someone. The platform orders the stops by location so the picker walks a sensible route.
2. The picker scans each product and confirms the quantity at each location. Progress updates as they go, and the platform records who picked what.

3. When everything is picked, confirm the pick list and move the stock to the staging area.

   The order moves to Ready to pack.

Where an order is spread across several LPNs, the picking screen lists every LPN with the quantity to take from each.

Cancelling a pick list part-way through releases the reserved and partly-picked quantities back to available stock, and logs who cancelled it and when. The order goes back to a state where you can re-allocate it.

Packing¶

1. Collect the picked items from staging and scan them at the packing station.
2. Choose the packaging and scan it so it's recorded against the order.
3. Print the carrier label and attach it to the package.

4. Confirm the pack.

   The order moves to Ready to ship.

Shipping¶

1. Scan the packed order at the shipping station and check the carrier and service level.
2. Choose the carrier and service level. The platform generates the tracking number.
3. Build the end-of-day manifest covering everything going out, and send it to the carrier.

4. Mark the orders shipped.

   The order moves to Shipped, the customer gets the tracking number, and stock levels come down.

Order statuses¶

An order carries one of these. You don't set them by hand — they change as you work.

Getting the order ready:

Getting it out the door:

And one that stops everything:

Bigger jobs¶

Staging areas¶

Staging areas hold stock between steps — after picking and before packing, while partial picks are combined into a whole order, or while packed orders are sorted by carrier. See Staging areas.

Orders across several warehouses¶

An order belongs to one warehouse and can't be moved to another. If the stock is split across sites, raise an order in each warehouse that holds part of it.

Load planning¶

For LTL, truckload, and freight, load planning decides which LPNs go on which truck. It tracks weight and cube as you add LPNs, generates pick lists from a finished plan, routes LPNs through staging or straight to the shipment, and has you scan every LPN as it's loaded.

See the load planning guide.

Getting it right¶

When you create the order, confirm the customer's details and check the stock is actually there before you promise a date.

When you reserve stock, use FIFO for general goods — it's the default. Use FEFO for anything with an expiry date; set it per warehouse in Settings, and override it on a single allocation when one order needs different treatment.

When you pick, scan every product rather than picking by eye, double-check quantities on high-value items, confirm the location matches what the screen says, and report any discrepancy straight away instead of adjusting silently.

When you pack, use packaging that suits the product, check the package weight against what you expect, make sure the label is clean and readable, and include the packing slip and any inserts.

Troubleshooting¶

Still stuck? Contact your system administrator or warehouse manager with the order number and the exact error message.

Things worth knowing¶

• An order belongs to one warehouse. Stock is only ever reserved from that warehouse, and order numbers run in sequence per warehouse.
• Creating an order needs standard user permissions. Allocating stock needs inventory permissions, and cancelling may need a supervisor.
• Orders update live across every session, so two people never see different numbers. Stock levels drop the moment you allocate.
• Pick lists for large orders are generated in the background and may take a moment to appear.

Related guides¶

• Pick lists
• Packing and shipping
• Load planning
• Inventory management