Orders

Sales orders, quotes, purchase orders, fulfillments, pick lists, invoices, credits, and RMAs.

Fulfillments

• Work the fulfillment board — the day's dispatch, staged by lifecycle.
• Browse & work fulfillment orders — every FO, filtered your way.
• Dispatch to a fulfillment provider — push submit or pull release, and the shipment flows back.
• Track shipments — the record of what actually left.
• How fulfillment lifecycles work — Push/Pull 3PL, Manual, Pickup, Channel-Imported.
• Fulfillment status reference — Status vs Request Status, stages, aging.
• Fulfillment orders list reference — columns, chips, and the Edit Details dialog.
• Create & work a pick list — guided, bin-sequenced picking.

Purchasing financials

• Track & pay purchase invoices — the payables workbench: approval, 3-way match, payments.
• Purchase invoices reference — list columns, statuses, and match states.
• Track inbound shipments — PO lines riding a physical shipment, Draft → In Transit → received.
• Manage vendor deposits — supplier prepayments from deposit to application.
• Create & allocate vendor credits — credit memos three ways, then allocate.
• Return goods to a vendor — the physical return that becomes the credit.
• Record landed cost bills — freight and duty invoices into inventory cost.

Quotes & customer returns

• Create & send a quote — a priced proposal, sent, accepted, and turned into a sales order.
• Process a customer return (RMA) — authorize, ship back, and receive a return (restock, blemished, or discard).
• RMA status reference — the return lifecycle and receive dispositions.
• Create & allocate a sales credit — money back to a customer, allocated against what they owe.