Order Management Overview

Order management is at the heart of your greenhouse business operations. WorkSuite FULFILL™ helps you create orders, track their progress, and ensure accurate fulfillment for all your customers.

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What You Can Do

With order management in WorkSuite FULFILL™, you can:

• Create Orders: Build orders for customers with your available inventory
• Track Order Status: Monitor orders from creation to delivery
• Add Line Items: Include multiple products with specific quantities and pricing
• View Invoice PDFs: View generated invoices for shipped orders (tenant-specific)
• Update Order Status: Progress orders through the fulfillment workflow
• Allocate Inventory: Assign specific inventory locations and grades to line items
• Bulk Status Updates: Update status for up to 100 orders at once

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Order Lifecycle

Every order in WorkSuite FULFILL™ follows this status flow:

1. Initialized: Order is being created
2. Open: Order is finalized and ready for review
3. Acknowledged: Order has been acknowledged and confirmed
4. Submitted: Order has been submitted for fulfillment
5. Picked: Items have been picked from inventory
6. Shipped: Order has been dispatched to customer
7. Synchronized: Order data synced with external systems
8. Closed: Order is complete

Orders can also be moved to Cancelled or Deleted status at various stages.

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Order Information Structure

Each order contains several sections:

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Header Information

• Order number (auto-generated)
• Customer selection
• Order date and requested delivery date
• Billing and shipping addresses
• Sales representative

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Line Items

• Product/item selection via modal dialog
• Quantity ordered
• Unit pricing (from price groups or override)
• Line totals calculated automatically
• Allocation to warehouse locations

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Totals and Terms

• Subtotal calculations
• Tax amounts (if applicable)
• Total order value
• Payment terms
• Special discounts

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Order List View

The order list provides an overview of all orders:

• Search: Find orders by number, customer, or product
• Filter: View orders by status, date range, or customer
• Sort: Organize by date, customer, total, or status
• Quick Actions: Update status or print documents directly from the list

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Key Features

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Real-Time Inventory Check

• See available quantities when adding items
• Prevent overselling with automatic availability checks
• Get warnings when inventory is low

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Flexible Pricing

• Apply customer-specific pricing automatically
• Override prices for special deals
• Calculate discounts and promotions

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Invoice Viewing

• View invoice PDFs for eligible orders
• Available for certain tenant configurations
• In-app PDF viewer with download option

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Common Order Tasks

The most frequent order management activities are:

1. Creating New Orders: Building orders for customers from available inventory
2. Adding Items: Selecting items and quantities based on availability
3. Allocating Inventory: Assigning items to specific warehouse locations
4. Updating Status: Moving orders through the fulfillment workflow
5. Viewing Invoices: Accessing invoice PDFs for shipped orders

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Integration with Other Features

Orders work seamlessly with other WorkSuite FULFILL™ features:

• Customer Management: Customer details auto-populate in orders
• Product Management: Real-time inventory levels prevent overselling
• Pricing: Customer price groups apply automatically
• Reporting: Order data feeds into sales and inventory reports

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Next Steps

Ready to start managing orders? Check out these guides:

• Creating New Orders
• Adding Items to Orders
• Managing Order Status
• Viewing Invoice PDFs
• Inventory Allocation