Sales Orders

Understanding Sales Orders in OrderEazi

Sales Orders in OrderEazi form a key part of the fulfillment process, bridging the gap between sales and warehouse operations. The Sales Module handles order creation and sales-related workflows, while the Inventory Module is responsible for all warehouse-related tasks such as allocation, picking, and packing. Managers oversee these processes to ensure smooth execution and inventory accuracy.

Sales Order Creation Process

A Sales Order is created within the Sales Module when a customer places an order, either through the sales team or an integrated e-commerce platform. This process involves:

• Entering customer details and order information.

• Selecting the products and specifying quantities.

• Reviewing and confirming pricing, discounts, and applicable taxes.

• Creating a Sales Order, making it available for warehouse processing in the Inventory Module.

Once created, the Sales Order becomes visible in the Inventory Module, where warehouse teams can manage the allocation and fulfillment process.

Stock Allocation and Warehouse Processing

Once a Sales Order is in the Inventory Module, the next crucial step is stock allocation. This ensures that products in the warehouse are assigned to specific orders before picking and packing. Key aspects include:

• Automatically or manually assigning available stock to the order.

• Managing stock shortages by handling backorders if necessary.

• Adjusting allocations based on inventory movements or order changes.

After stock is allocated, the Sales Order proceeds to the picking and packing stage.

Workflow: Managing Sales Orders from Allocation to Dispatch

To efficiently handle Sales Orders within the warehouse, follow these key steps:

1. To view the Sales Orders listing, click on the Outbound > Sales Orders button from the left hand navigation menu.
2. To find a specific order, use the filters at the top of the page to narrow down to the specific order you are trying to locate.

3. To allocate an order, from the options dropdown on the relevant line, click on Allocate, or you can view the order details by clicking on View.
4. When viewing an order, a user can uppload document attachments by clicking on the Upload Attachment button.

5. If an order does not have any picking slips, you can allocate the order by clicking on the Allocate button.
6. When an order is allocated, it will display the Picking Slip information.

1. Locate the Sales Order – Access the Sales Order from the Inventory Module to review its details and ensure it is ready for processing.

2. Allocate Stock – Assign available stock to the order manually or using automated allocation tools within OrderEazi.

3. Picking – Warehouse staff retrieve the allocated stock from storage locations.

4. Packing – The picked items are packed securely, ready for shipping.

5. Dispatch – The packed order is moved to the shipping area for courier processing and final delivery steps.

How Sales Orders Impact Other Warehouse Processes

Sales Orders are central to various warehouse operations, influencing:

• Picking & Packing: Ensures efficient movement of goods within the warehouse.

• Dispatch & Courier Processing: Facilitates order shipment and courier coordination.

• Stock Adjustments: Reflects any changes in inventory due to order modifications, cancellations, or shortages.

By effectively managing Sales Orders, managers help streamline warehouse operations, minimize delays, and optimize inventory usage.