IN THIS ARTICLE

• Orders: Overview
• Video Guide
  • View orders by selection
• Text Guide
  • Navigate to the View Orders page
  • View orders by entering Order number
  • View orders by selection

Orders: Overview

An order is a type of transaction initiated to request/move materials from one entity to another. There are primarily 3 types of orders 

• Purchase order: raised by a customer to a vendor, requesting for materials
• Sales order: raised by a vendor, to send materials to a customer
• Transfer order: raised by an admin/manager, to transfer stock between entities

From the time of creation to fulfilment, an order progresses through different statuses, depending on its movement through supply chain. The different statuses are

• Pending: newly created orders which are yet to confirmed by the vendor
• Confirmed: orders acknowledged by the vendor
• Shipped: orders dispatched by the vendor
• Fulfilled: orders physically received by the customer
• Backordered: orders partially dispatched by the vendor
• Cancelled: order cancelled by a vendor or a customer

VIDEO GUIDE

TEXT GUIDE

Navigate to the View Orders page

1. Click on the 'Logistimo' logo to open the application
2. Log in with the username and password
   
3. Click on Orders
4. Click on View Orders

View orders by entering Order number

1. Select Purchases or Sales to view purchase orders or sales orders
2. Click on the Enter order number field
   
3. Enter order number 
4. Click on the enter button
5. Click on the order status which has (1) next to it view the order number that was entered
   
6. Click on the order from the drop-down list

7. View details of the order

   a. Status: status of the order - Pending, Confirmed, Shipped, Fulfilled, Backordered, Cancelled

   b. Tag: order categories that enable browsing of orders by tags

   c. Paid: amount paid for the order

   d. Created: date of order creation

   e. Updated: date the order was last updated

   f. Customer: the entity that will receive the material

   g. Vendor: the entity that will dispatch the order

8. Click on the View comments button to be taken to another screen to view comments about the order
9. View comments, if any
10. Click on the Back button to be taken back to the previous screen
    
11. View materials ordered along with the quantity
12. View shipments, click on a shipment row to view more details
13. View details of a specific shipment. [This appears ONLY for shipped, backordered or shipped and cancelled orders]
    

    a. Status: status of the shipment (Pending, Confirmed, Shipped, Fulfilled, Cancelled)
    b. Updated: date the order was last updated
    c. Customer: the entity that will receive the material
    d. Vendor: the entity that will dispatch the order

    e. Transporter: name of the transporter delivering the order

    f.  Estimated date of arrival: estimated date by when the order will reach the customer [This appears ONLY for shipped and fulfilled orders]

    g. Date of actual receipt: actual date when the order was received by the customer [This appears ONLY for shipped and fulfilled orders]

14. Click on the Back button to be taken back to the previous screen
    

View orders by selection

1. Select Purchases or Sales to view purchase orders or sales orders
2. Click on an order status. The number beside it in brackets indicate the number of orders in that particular state
   
3. Click on an order from the list that drops down

4. View details of the order

   a. Status: status of the order - Pending, Confirmed, Shipped, Fulfilled, Backordered, Cancelled
   b. Paid: amount paid for the order
   c. Created: date of order creation
   e. Updated: date the order was last updated
   f. Customer: the entity that will receive the material
   g. Vendor: the entity that will dispatch the order

5. Click on the View comments button to be taken to another screen to view comments about the order
6. View comments, if any
7. Click on the Back button to be taken back to the previous screen
8. View materials associated with the selected order
9. Click on Edit to edit the order or Add to add items to the order
   

TIP: To learn how to edit an order, refer to 'How to edit an order on mobile?' article.