Order Workflow

Order Workflow

To create an order step by step, follow the process below:

Log in to your AltheaSuite account using your credentials.

Go to Orders > Orders, then click on +New to create a new order.

Enter the necessary details and select the customer to proceed with order creation. 

Next, choose the the delivery mode as specified by the customer.

SKU: Enter the SKU to add the item to the grid.

Eye Icon: Click this icon to display all the items listed in the grid.

Change Delivery: Click this option to update the delivery status – either to “picked up” by the customer or to “Delivered”, as applicable. 

Quantity: Allows you to update the number of units for the item.

Unit Sales Price: Enables you to modify the sales price per unit of the item.

The grid also displays the inventory details of the item you have added.

Receive Deposit 

To receive a deposit click on the “Receive Deposit” Option.

Enter the deposit percentage and system will calculate the deposit amount. You can collect this amount using any preferred payment mode. Click on the highlighted arrow (<) to appear in the “Amount” column for payment.

After saving the deposit, click create to generate the order.

You will receive a confirmation message asking if you want to proceed without assigning serial numbers. Click ‘yes’ to continue without assigning serial numbers to the items in the order.

Once the order is saved, a green indicator in the “Is Order Item Deliverable” column within the order grid signifies that the item is available and ready for delivery.

Assigning Serial Numbers and Scheduling Delivery.

To assign serial numbers and schedule the delivery:

Navigate to Deliveries > Pending Deliveries, then enter the order number in the search tab to locate the order.

Click on the order to open it in view mode. From there, you can can assign the serial number by clicking on the context menu of the respective item. 

Once the serial number is assigned, update the screen. You will then see that it shows the assigned QLN / Serial Number along with the corresponding warehouse. 

If the warehouse appears in red, it indicates that the item has been picked from a different warehouse. You may update the serial number and select one from the same warehouse as specified in the document.

Scheduling Delivery

To schedule the order, select the items from the specific document and click on “schedule on calendar”.