Order Lifecycle

Every order in the system follows a fixed set of statuses. Understanding these statuses tells you what can still be changed and what has already been committed.

Inbound Orders

Inbound orders record the receipt of stock into the warehouse.

DRAFT  →  IN_PROGRESS  →  COMPLETED

Status	Meaning	What you can do
`DRAFT`	Order created, not yet started	Edit or delete the order and its lines
`IN_PROGRESS`	Receiving has started; a receiving bin has been assigned	Record received quantities line by line
`COMPLETED`	All lines have been received and confirmed	No further changes; stock is now in inventory

Outbound Orders

Outbound orders record the dispatch of stock from the warehouse.

DRAFT  →  RESERVED  →  COMPLETED

Status	Meaning	What you can do
`DRAFT`	Order created, stock not yet allocated	Edit or delete the order and its lines
`RESERVED`	Stock has been moved into the staging/dispatch bin	The stock now physically lives in the staging bin, committed to this order
`COMPLETED`	Goods have been dispatched	Stock has left the warehouse; no further changes

When an order moves to RESERVED, the system moves the specified stock from its source bins into the dispatch staging bin. The stock is physically still in the warehouse but is committed to this order. (Note: this relocation does not change the item’s total on-hand quantity, and there is no separate “available/allocated” figure that drops. See Inventory Model.)

Reason codes available on outbound orders: TRANSFER, DISPOSAL, RETURN, OTHER.

Transfer Orders

Transfer orders move stock between bins within a warehouse.

DRAFT  →  COMPLETED

Status	Meaning	What you can do
`DRAFT`	Transfer defined but not executed	Delete the order (lines cannot be edited after creation)
`COMPLETED`	Stock has been moved to the destination bins	No further changes

Transfer orders complete in a single step, with no intermediate status. The stock moves atomically when you complete the order.

Transfer order numbers are auto-generated in the format ITO-YYMM-NNNN (e.g., ITO-2406-0001).

Stock Counts

Stock count sessions audit physical inventory against system records.

DRAFT  →  COMPLETED

Status	Meaning	What you can do
`DRAFT`	Count session open; system quantities snapshotted	Record counted quantities line by line
`COMPLETED`	Count finalised; variances reconciled	Adjustments have been posted; no further changes

When a stock count is created, the system takes a snapshot of all current quant quantities (for the whole warehouse or a single bin). You then physically count and record what is actually there. When you complete the count, the system automatically posts stock adjustments for any lines with a variance.

Stock Adjustments

Stock adjustments are not orders with a lifecycle. They are immediate, single-step operations. When you submit an adjustment, the quant quantity changes and a transaction is recorded instantly.

Available adjustment reasons:

Reason	Use case
`CYCLE_COUNT`	Correction from a cycle count
`DAMAGED`	Stock found to be damaged
`EXPIRED`	Stock found to be past its expiration date
`FOUND`	Unrecorded stock discovered
`LOST`	Stock that cannot be located
`CORRECTION`	General data correction
`DISPOSAL_TRANSFER_OUT`	Stock removed for disposal
`DISPOSAL_TRANSFER_IN`	Stock received from a disposal process

See Stock Adjustments for the step-by-step guide.