Order Lifecycle

Each document in the app holds a status. The status tells you what you can still change, and what the app has already written to stock.

Inbound orders

An inbound order is what you expect from a supplier. It does not move stock. Each actual arrival is a delivery against the order, and the delivery moves the stock.

1. DRAFT→first delivery
2. OPEN→receive
3. PARTIALLY_RECEIVED→receive the rest
4. RECEIVED→put away
5. COMPLETED

PARTIALLY_RECEIVED→CLOSED_SHORTClose Short

The app sets the status of the order. You act on its deliveries.

Status	What it means	What you can do
DRAFT	Created. Nothing is expected yet.	Edit the order and its lines. Delete it. Create the first delivery.
OPEN	A delivery exists. Nothing is received yet.	Receive against a delivery
PARTIALLY_RECEIVED	Some lines are short of the quantity ordered	Receive more, or close the order short
RECEIVED	Every line is fully received. Stock waits in the receiving bin.	Put the stock away
COMPLETED	Every line is received and every delivery is put away	Read only
CLOSED_SHORT	Closed on purpose without the rest of the goods	Read only. The status is final.

You can edit or delete an inbound order in DRAFT only. See Receiving Stock.

Deliveries

A delivery is one arrival against one inbound order. An order can hold several.

1. RECEIVING→Receive
2. AWAITING_PUTAWAY→Put Away
3. COMPLETED

Stock exists after Receive. Put Away moves it to its storage bin.

You can cancel a delivery while it is in RECEIVING and nothing is received against it.

Outbound orders

An outbound order is what the customer asked for. It does not move stock. Each load that leaves is a shipment against the order.

1. DRAFT→first shipment
2. OPEN→confirm a dispatch
3. PARTIALLY_DISPATCHED→dispatch the rest
4. DISPATCHED

PARTIALLY_DISPATCHED→CLOSED_SHORTClose Short

The app sets the status of the order. You act on its shipments.

Status	What it means	What you can do
DRAFT	Created. No stock is committed.	Edit the order and its lines. Delete it. Create the first shipment.
OPEN	A shipment exists. Nothing has shipped yet.	Reserve stock for a shipment
PARTIALLY_DISPATCHED	Some lines are short of the quantity ordered	Ship more, or close the order short
DISPATCHED	Every line has shipped in full	Read only
CLOSED_SHORT	Closed on purpose without the rest of the goods	Read only. The status is final.

Shipments

A shipment is one load leaving against one outbound order.

1. RESERVING→Reserve
2. AWAITING_DISPATCH→Confirm Dispatch
3. COMPLETED

Reserve stages the stock in the dispatch bin. Confirm Dispatch sends it out.

You can delete a shipment while it is still in RESERVING.

See Picking an Order.

Transfer orders

A transfer order moves stock from one warehouse to another. The two warehouses must be different.

1. DRAFT→Dispatch
2. IN_TRANSIT→Receive
3. COMPLETED

The stock waits in the transit bin between the two steps.

Status	What it means	What you can do
DRAFT	The moves are defined. Nothing has moved.	Delete the order. Dispatch it.
IN_TRANSIT	The source warehouse released the stock into a transit bin	Receive it at the destination
COMPLETED	The destination stored the stock	Read only

See Transferring Stock.

Stock counts

1. DRAFT→Start counting
2. COUNTING→Post adjustments
3. COMPLETED

DRAFT or COUNTING→CANCELLEDCancel count

A cancelled count posts nothing. The counts it holds stay readable.

Status	What it means	What you can do
DRAFT	The scope is fixed and the quantities are snapshotted	Start counting. Delete the count.
COUNTING	The counter records quantities and scans	Count, review the differences, post the adjustments
COMPLETED	The approved differences are posted to stock	Read only
CANCELLED	Closed without posting anything	Read only

See Stock Count.

What has no status

Stock adjustments are not documents. Each one is a single write to stock and a row in the ledger. Today they are posted by the review step of a stock count. See Correcting Stock.