Order Manager module

Overview

At its core, the Order Manager helps you:

• Ship items out — Send orders to customers, distributors, or other locations
• Receive items in — Record incoming goods from suppliers or transfers
• Move stock internally — Transfer inventory between warehouse locations
• Handle returns — Process customer returns and supplier rejections

Order types

The module organises orders into four distinct types, each with its own tab:

Each type maintains its own queue with a badge showing the active order count.

Working with orders

Creating orders

From the Order Manager:

1. Click New Order in the header (creates an order matching your current tab)
2. Or use the sidebar menu for quick access to all order types:
   • New Send Order
   • New Receive Order
   • New Transfer
   • Process Return

Order creation form:

• Select a contact (customer, supplier, or internal)
• Choose source and destination locations
• Add line items from your inventory
• Set reference numbers for tracking
• Add notes or attachments as needed

Viewing orders

Switch between three display modes using the view switcher:

Searching and filtering

Use the search bar to find orders by:

• Order number
• Contact name
• Reference numbers (Ref 1, Ref 2, Ref 3)

Sort orders using the action bar:

• Date Created
• Order Number
• Contact
• Status

Order lifecycle

Orders progress through a defined workflow:

Draft → Finalized → Committed → Processing → Fulfilled
                                              ↓
                                            Voided

Status definitions

Advancing orders

You can progress orders individually or in bulk:

Individual actions: Open an order and use the action menu to Finalize, Commit, or Fulfill.

Bulk actions: Select multiple orders using checkboxes, then use the action bar buttons:

• Finalize — Lock orders for processing
• Commit — Reserve inventory for selected orders
• Fulfill — Mark orders as complete
• Archive — Move completed orders to archive

Order details

When you open an order, you’ll see multiple sections:

Header section

• Order number and type
• Contact information
• Status indicator
• Quick action buttons

Details tab

• Source and destination locations
• Reference numbers
• Creation and due dates
• Custom fields

Items section

• Line items with SKU, description, quantities
• Unit of measure conversions
• Line-level status tracking

Notes and timeline

• Add internal notes or customer-visible comments
• View the complete activity timeline
• Track who made changes and when

Attachments

• Upload supporting documents
• Link to invoices, packing slips, or delivery notes

Warehouse integration

• View pick/pack status for Send orders
• Track putaway status for Receive orders
• Monitor bin-level allocations

Bulk operations

Select multiple orders to perform actions in batch:

1. Click the checkbox on each order card (or use Select All)
2. The action bar shows bulk action buttons
3. Choose an action: Finalize, Commit, Fulfill, or Archive
4. Confirm the operation

The progress dialog shows real-time status as each order is processed.

Archive and recycle bin

Archived orders

Completed orders can be archived to keep your active queue clean:

• Access via Archived Orders in the sidebar menu
• Archived orders are read-only but can be unarchived
• Use bulk unarchive to restore multiple orders

Recycle bin

Deleted orders go to the recycle bin before permanent removal:

• Access via Recycle Bin in the sidebar menu
• View deletion date and who deleted the order
• Restore individual orders back to the active queue
• Orders in the recycle bin don’t affect inventory counts

Reports

Generate reports from the sidebar menu:

Order Summary Report:

• Export a PDF or CSV summary of orders
• Filter by date range, order type, or status
• Include totals and breakdowns

Keyboard shortcuts

Best practices

1. Use reference numbers — Add PO numbers, job codes, or tracking IDs for easy cross-referencing
2. Progress orders promptly — Move orders through statuses to keep inventory counts accurate
3. Archive regularly — Keep your active queue focused on work in progress
4. Add notes — Document special instructions or exceptions on the order timeline
5. Review before committing — Once committed, inventory is reserved and harder to adjust

Related modules

• Inventory — Manage the products that flow through orders
• Warehouse — Pick, pack, and putaway operations
• Transport — Coordinate delivery and collection tasks
• Contacts — Manage customers and suppliers linked to orders