Order review
- Open the order from the supplier admin order list.
- Confirm customer, delivery date, notes, totals, and line items.
- Check stock or warehouse requirements if enabled for the tenant.
Picking and fulfilment
- Mark supplied lines as picked or fulfilled according to the tenant workflow.
- Mark unavailable lines clearly so reports and customer follow-up stay accurate.
- Add replacement or extra lines before saving the final order.
- Enter final weights where variable-weight products are used.
Before invoicing
Save the final picked order, then check totals and customer invoice details before sending the invoice to Xero or the configured finance workflow.