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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

Best Practices

  • Confirm inventory availability before finalizing orders
  • Double-check customer delivery information
  • Update order status promptly to maintain accurate records
  • Allocate inventory before submitting orders for fulfillment
  • Use bulk status updates for efficient order processing

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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: