orders

🛒 Order Management

End-to-end order processing and fulfillment

🛒 Order Management

Streamline your order lifecycle with EQUOS’s intelligent order management system.

Overview

EQUOS provides comprehensive order management capabilities, enabling you to efficiently process orders from creation through fulfillment. Manage sending, receiving, and transferring inventory with real-time tracking and multi-warehouse support.

📤 Send Orders

Create and manage outbound shipments from your warehouses.

Quick Steps

  1. Navigate to Orders → Send
  2. Click Create Order
  3. Enter customer details and warehouse location
  4. Add reference number
  5. Select items and quantities
  6. Save and commit order

Key Features

  • Smart Item Search: Quickly find inventory items
  • Real-time Stock Levels: View available and reserved quantities
  • Bulk Operations: Process multiple items efficiently
  • Customer Management: Add new customers on-the-fly

📥 Receive Orders

Track and process incoming inventory shipments.

Quick Steps

  1. Go to Orders → Receive
  2. Click the + button to create new order
  3. Input supplier details and reference
  4. Select New Purchase
  5. Add items and expected quantities
  6. Save for warehouse processing

Features

  • Supplier Integration: Manage vendor relationships
  • Quantity Verification: Match physical stock with orders
  • Item Selection: Visual indicators for selected items
  • Flexible Editing: Modify orders before committing

🔄 Order Processing

Order Status Flow

  • Draft: Initial order creation
  • Pending: Awaiting approval
  • Committed: Order locked for processing
  • In Progress: Being fulfilled
  • Complete: Successfully processed
  • Cancelled: Order terminated

Actions

  • Edit: Modify draft orders
  • Commit: Lock order for fulfillment
  • Track: Monitor real-time status
  • Export: Download order details

👥 Customer Management

Efficiently manage customer information integrated with orders.

  • Quick Add: Create customers during order creation
  • Order History: View past transactions
  • Contact Details: Maintain up-to-date information
  • Preferences: Store shipping and billing preferences

📊 Inventory Integration

EQUOS seamlessly connects orders with inventory management.

  • Live Stock Levels: Real-time availability checking
  • Reserved Quantities: Automatic allocation on order commit
  • Multi-warehouse: Support for multiple locations
  • Stock Alerts: Low inventory notifications

✅ Committing & Fulfillment

Committing Orders

  • Review order details before committing
  • Verify stock availability
  • Lock orders to prevent modifications
  • Trigger warehouse fulfillment process

Fulfillment Process

  1. Order appears in warehouse queue
  2. Pick and pack items
  3. Generate shipping labels
  4. Update tracking information
  5. Mark as complete

📜 Order History

Access comprehensive order records with powerful filtering.

  • Search: Find orders by reference, customer, or date
  • Filter: By status, warehouse, or type
  • Export: Download reports in multiple formats
  • Analytics: View order trends and metrics

💡 Best Practices

  • Regular Commits: Process orders promptly to maintain accuracy
  • Reference Numbers: Use consistent formatting for easy tracking
  • Stock Verification: Check availability before committing large orders
  • Customer Communication: Keep clients updated on order status
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