Orders

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

In this part

Each chapter matches a screen under Orders, and its landing page lists every guide in reading order.

To…	Go to…
turn emailed documents into orders, invoices, and credits	Document Inbox
send priced quotes and turn the accepted ones into sales orders	Quotes
create, approve, ship, and close customer orders	Sales orders
sell in person at a register	POS Register
run the day's dispatch and track shipments	Fulfillments
pick orders from your warehouse bin by bin	Pick Lists
authorize, receive, and credit customer returns	Returns (RMAs & Sales Credits)
order stock from suppliers and receive it	Purchase orders
follow purchase order goods while they're in transit	Inbound Shipments
approve, match, and pay supplier bills	Purchase Invoices
track prepayments to suppliers	Vendor Deposits
approve purchase orders, vendor deposits and bill payments	Approvals
record and allocate credits your suppliers owe you	Vendor Credits
send stock back to a supplier	Vendor Returns
enter supplier bills: expenses with no purchase order, and freight and duty for inventory cost	Bills
estimate import duty from HS codes and keep it reconciled	Duties & Tariffs
split a channel into sub-channels for reporting and accounting	Sub Sales Channels

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.
• Approvals — who signs off on purchase orders, vendor deposits and bill payments, by amount, and how to approve what's waiting on you.
• 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

• Quotes — price a proposal, send it for acceptance, and order all or part of it. Start with Create and send a quote.
• 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.