Order workflow
New orders appear in the tenant admin order views. Staff can review customer details, delivery date, notes, line items, totals, and fulfilment status before processing.
Picking and packing
Use the picking workflow or warehouse agent where configured. Picker activity feeds the picker reports, so staff should use their own logins when marking orders or lines as picked.
Delivery runs
Delivery runs group orders for route planning, driver visibility, and operational reporting. Keep customer delivery settings up to date so orders land in the right run.
Changes and credits
If an order changes after submission, update the order record before invoicing. Use credit notes for agreed corrections where the supplier workflow requires them.