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Sale Orders Overview


A sale order is an order placed by(or on behalf of) your customer for certain products that you sell. It contains SKUs and their corresponding quantities, prices, and discounts if any.

Types of Sale Orders

  • Online Orders: The sale order that you receive from your online channels like your integrated websites or marketplaces.
  • B2B Orders: The sale orders that are created by the B2B sales channel. This is for orders whose order quantities are more than 50 in total and typically used for Business-to-Business Transactions.
  • Custom: Manual sale orders created against a non-standard channel of sale like Phone Orders, etc.
  • POS: POS orders are for your brick and mortar stores for walk-in-customers. They are completed as soon as they are created unless they are meant for a delivery.
  • FBA Orders: These are Amazon orders that are Fulfilled by Amazon’s Warehouses. Such orders are for tracking purposes only and do not need any action from within Primaseller

Structure of a sale order

  • Sale Order: This is the header object containing the order number, date, customer details, and other key information.
  • Sale Order Items: The items sold in the order are called order items containing information like SKU Code, Name, Price, Quantity, Discount, and Taxes.
  • Fulfillment: When a facility is assigned to an order, a fulfillment is created for that order in the facility. Fulfillments belong to a facility. You can split one fulfillment into multiple fulfillments in case you want to ship them separately or from multiple locations as well.

    A fulfillment is created automatically basis assignment rules on a channel or a user manually assigning the order to a facility.
    • Picking: Once the inventory for an order is allocated, the items can be picked. If a picklist is enforced on the location, then a Picklist needs to be created and the items can be picked, else the items can be directly marked as picked.
    • Packing: Once the fulfillment is picked, they are brought to the packing area. Here the items are packed into shipments(boxes) that are eventually shipped. If all items in fulfillment are packed, the status can be marked as packed.
  • Shipment: A Shipment is a child object of a Fulfillment. Packed items can be added to a shipment and a shipper will be assigned. Once the shipment is picked up, it can be marked as shipped.
  • Invoice: Invoice is an official document informing that the sale has been made from the seller to the buyer. Invoices can be created as soon as a shipment is created.
  • Payment: Payments are recorded on the invoices. They contain the type of payment and the amount that is paid by the customer to the seller.
    • Advances: Advances are payments collected against an order that has not been invoiced yet.
    • Invoice Payments: Invoice Payments are created against an invoice. If an Advance exists against the order, the invoice payment will be created from that advance.
    • Refunds: A refund can be made against a payment for the same payment method and the amount cannot exceed the original payment amount. Please note that a refund is not the same as a return. Refund takes care fo the money while a return handles the physical items.
  • Returns: A return object is created when you want to return some or all items of an order. Only a shipped /delivered item can be returned. A Return object can also have a return shipment associated with it in case you want to track the shipper activity for that return.

Order Processing

Learn about order processing from this article.

Updated on October 8, 2020

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