Orders
An order is a request to ship a supply partner's stock to a customer. It usually arrives by email: the supply partner (or the customer) sends a PDF, and someone in the office types it into ConsignTrak. From there the warehouse picks, packs and ships it, and every unit that leaves the shelf is recorded against the supply partner who owns it.
The supply partner owns the goods, sets the prices and invoices the customer. The warehouse's job is to ship exactly what was ordered and keep a record of it. That's why an order in ConsignTrak has no invoice, no payment and no pricing rules — only what to ship, to whom, and how.
Every order belongs to one supply partner
When you enter an order you choose one supply partner. Every line on it must be that supply partner's item, and the order's release number counts up in that supply partner's own sequence. If a customer orders from two supply partners, enter two orders.
The lifecycle at a glance
| Step | Who | What happens | Status afterwards |
|---|---|---|---|
| 1. Enter | Office | Create the order, then add its lines. The stock on each warehouse line is set aside (committed) straight away. | Entered |
| 2. Release | Office | Send it to the warehouse. ConsignTrak assigns the release numbers and the printed release becomes available. | Released |
| 3. Pick and pack | Warehouse | The floor picks, stages and packs the order. The order stays Released; the list shows Picking, Picked or Packed beside it. | Released |
| 4. Ship | Warehouse or office | The shipment leaves (or the customer collects a will-call order). Stock comes off the shelf. | Shipped (or Partially Shipped if a supply-partner-direct part is still to go) |
| 5. Close | Office | Finish the order once everything is done. | Closed |
An order can be Cancelled at any point before it's fully shipped. See Order statuses for every status and what moves an order into it.
Pages in this section
- Entering an order — the order form, the customer search, shipping and third-party freight billing, and adding lines.
- Editing and cancelling — what you can still change, and what cancelling does to stock.
- Order statuses — one row per status.
- Releasing an order — the release button, release numbers, and what's on the printed release.
- Direct ship and split fulfillment — when the supply partner ships some or all of an order themselves.
- Searching and filtering orders — the Orders list, every filter.
- Order detail — every panel on an order's page.
What happens on the floor after release is covered in Pick, pack and ship (the office view) and Picking (the phone view).