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Sale order Processing

Once you receive an order, you can start with processing the order. The Overview is illustrated as below:

We will now describe the process in greater detail below.

1. Order Creation

Order is created manually in Primaseller or it is fetched from an integrated Online Channel

2. Assigning to a Facility

  • Facility Assignment can be done automatically using assignment rules on the channel or you can do it manually..
  • When an order is assigned to a facility, a fulfillment is created for that order in that facility.
  • Once this is done, the inventory allocation will be attempted for each item in the order.
  • Fulfillments will then either remain unallocated, or move to partially allocated or allocated.
  • Fulfillments have three actions – split fulfillment, move fulfillment and skip allocation.
  • Split fulfillment will split the items in the fulfillment into two. Split fulfillment allows you to fulfill one order from multiple fulfillments – in the same or multiple facilities.
  • Move fulfillment will allow you to move the current fulfillment to another facility.
  • Skip allocation will skip the process of allocating inventory from a facility to the fulfillment.

3.1 Picking

  • Once inventory is allocated, you can start picking the items in a fulfillment
  • To pick items, you can either mark the fulfillment as picked or create a picklist
  • You can add to an existing picklist or create a new picklist.
  • Once the picklist is created and items are picked, the status on the fulfillment moves to Picked

3.2 Packing

  • After items are picked you can pack them into boxes.
  • Click on Pack on a picked fulfillment to pack it. The status if the fulfillment moves to Packed.
  • Enter the dimensions of the packed box and click on ‘Mark as packed’, the fulfillment will be packed into a Shipment
  • You can split a shipment into multiple packed items by using the split shipment option.

4. Assigning a Shipper

  • Shipments are the objects that are finally shipped to the Shipper
  • You can assign a shipper or skip this process to mark it as shipped
  • To Assign a Shipper
    • Select the option “Assign Shipper”
    • Select the type of shipper, select the shipper and click on get rates.
    • Select the type of service and apply.
    • Buy the label and the shipper will be assigned.
    • You can print a Shipment Label whose layout depends on the Shipper you are using
  • Once a Shipper is assigned, it moves to the Ready to Ship stage

5. Shipping a Shipment

  • You have three shipment actions when it is in the Ready to Ship stage – add to manifest, discard label and void.
  • Next you need to Ship the shipment after which it’s status shows as Shipped.
  • Later the shipment can be marked as delivered

Invoices

  • Invoices can be set to be automatically created along with a Shipment(configured on channel) or be manually created.
  • To manually create an Invoice
    • Navigate to Sale Orders >> Select order >> Invoice >> Create invoice.
    • Select the shipment for which you would like to create an invoice and select create invoice or Print Invoice – both will create an invoice.
    • Invoice has 3 actions – Print invoice, email invoice and void invoice.

Payments

  • You can either collect an advance against an order or add a payment to the invoice.
Updated on August 3, 2020

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