Orders and shipping

Orders

Orders lists every sales order, newest first. Search it, and filter by channel (Manual, Shopify, WooCommerce, Amazon, Customer PO) or by status (Draft, Open, Partially shipped, Shipped, Cancelled). The sidebar shows it to the owner, purchaser, warehouse and viewer.

• New order (owner and purchaser): pick the customer, a due date, the warehouse to ship from (the first one with stock is the default) and the items. A line's price fills from the customer's price list, then the default list, then the item's base price. Type a price to override one line. Stock is set aside as soon as you save, and a shortfall stays visible on the order.
• Shopify orders arrive on their own once a store is connected. See Connect Shopify.
• Channel import: upload a Shopify, WooCommerce or Amazon order file (up to 4 MB, 2,000 lines). The preview shows each order as new, already imported or needing a SKU match. Fix the matches, then Create orders. Uploading the same file again adds nothing twice.
• Customer PO: upload a customer's purchase order as a PDF or a photo, with AI help on. Claude reads it, you check every field beside the file, and only then is a draft order saved with the file attached. It reads up to 25 files a day. Nothing is saved by the reading itself.

The Fulfillment screen

Open Fulfillment. The owner, purchaser, warehouse and viewer see it in the sidebar. The owner and warehouse roles pick, pack and ship; the others read. Its tabs follow the job in order, and each shows a count.

1. To pick: orders whose stock is set aside and ready. Tick the orders and press Create pick list. One list can cover several orders. An order that is already on an open list is not offered again.
2. Pick lists: open a list to see a row per item, bin and quantity, in bin order, with the lot or the serial numbers to take. Tap Pick on a row, or scan the bin and then the item. A wrong scan says Wrong item and counts for nothing. A serial-tracked row asks for each serial number.
3. Short: if there is less in the bin than the list asks for, press Short, enter what you found and say why. The missing quantity goes to backorder. Undo takes back a full pick that nothing has packed yet, if you made it or you are the owner. A short pick cannot be undone.
4. To ship: orders that are picked. Press Pack to start a shipment, or Continue to finish one you started.
5. Shipments: add boxes, or put everything in one box. Put each picked line into a box by quantity, or scan the item into a box with the camera or a USB scanner. Choose the carrier (UPS, USPS, FedEx, DHL or Other with a name) and the ship date, add a tracking number to each box, and press Mark shipped (owner and warehouse). Stock comes off at cost and the order turns Partially shipped or Shipped.

• Packing slip: on a shipment, download the packing slip as a PDF. Roles that can see prices can tick Show prices. A missing ship-to address prints as Ship-to not provided.
• Tracking: a number you type or import becomes a Track link for UPS, USPS, FedEx and DHL. A number already used on another shipment asks you to confirm before it is saved.
• Import tracking (owner and warehouse): upload a CSV with an order number, a carrier and a tracking number per row; ship date and box are optional. A preview marks each row Ready, Unknown order, Already tracked or Invalid, with its line number, and nothing is saved until you press Apply. Also mark as shipped finishes a draft shipment in the same step. Uploading the same file again changes nothing. Download a sample CSV on that tab.
• Backorders: Backorders lists what is still owed, customers who are waiting first and then the oldest order, with the purchase order or work order that will cover it and its expected date. A row turns Ready to pick when stock covers it; Pick now sets the stock aside and opens a pick list. Cancel backorder needs a reason and is logged.

Every write carries its own request id, so a double press, a retry or a second tab never ships or picks twice. If a shipment stops partway, Mark shipped finishes it on the next press.

Shipping straight from an order

A quick job needs no pick list. This works on the order page itself.

1. Open the order. A draft, for example one made from a quote or a purchase order file, shows Confirm and set stock aside. An open order is already set aside.
2. Press Fulfil (owner and warehouse). Enter the quantity that ships on each line. It starts at what is set aside.
3. Asking for more than is on hand is refused with the shortfall, and what you typed stays.
4. One press makes one shipment. A retry or a double press is the same shipment. The stock comes off at cost, the order turns Partially shipped or Shipped, and a line that shipped short leaves a backorder for the rest.

Cancel order is on the same page. The order page also links to its work orders on Production, to Fulfillment and to Returns.

On the floor

The Scan screen has Pick and Pack modes, and the pick and pack screens in Fulfillment have their own camera and scan field. Pick confirms a pick list row by scanning the bin, then the item. Pack scans items into boxes and refuses a wrong one.