Take orders, pick and ship them, and confirm what left the building.
The path an order takes from a customer's request to stock leaving your dock — the stages it passes through, the two ways stock ships, and how what leaves stays traceable.
Turn a customer's order into a priced sales order — customer, products, quantities, and prices — that sits in Pending until someone approves it.
Review a pending order, then commit to it, decline it with a note on the record, or discard one that was keyed by mistake.
Move an approved order into preparation — the step that opens the staging screen where every line gets stock set against it before the order can ship.
Draw the exact lots for a delivery line by line, then finish the picking so the stock that leaves your shelves is booked out as a sales order.
Stage the on-hand lots that fill a prepared order, cover every line, then ship it — the point where stock leaves your books against the exact lots that went out.
Log the carrier, driver, trailer temperatures, and seal for the truck that hauled an order off your dock, and keep that transport record on the order.
Download the invoice for a sales order you shipped — raised in the accounting system you've connected and pulled back as a PDF, straight from the order.
What every status, field, and record on a sales order means — the list filters, the order's panels, its line items and shipped lots, and the truck record that rode with it.
Every picking state, field, and control explained — the worklist filters, the line-item counts, the two ways to close a picking out, and who is allowed to run each one.