The question this page answers

Which orders exist, where does each stand, and which of them require action?

What you see

Orders, on the All view, marked 1 to 3.

1. 1Action required, To ship, Fulfilled and All sit over an origin picker and a search on order, customer or account.
2. 2The figure row: Value to ship, Units to ship, Action required and Fulfilled, each counted over the rows in view.
3. 3One row per order, with Order, Customer, How it came, State, Placed, Action, Value and Units; pressing a row opens it.

Orders is the book of every sales order Tightly holds, however it arrived: from a channel, typed in, from a CSV, a file or the API, over EDI, or from Tightly Connect. On Tightly Pro it is the first room under Supply on the rail, ahead of the Buy book, because a day runs in that order: what customers took, then what to reorder, then what is on order and on hand. The other plans' rails do not draw the row, though the page opens at its address.

The head prints no sentence; the figure row carries the count instead, over the rows drawn and left out at zero. State is one of six words: Draft, Open, Allocated, With the warehouse, Fulfilled, Cancelled. Action, Value and Units are footed, so the figures and the footer are one sum. An absence is a word in the cell: No number, Not on file, No date, Not given.

Pressing an order opens it. The order's head says where it stands: what it asks for and whether a line has no match, that it is open and holds nothing yet, what it holds and where, that it is with the warehouse and what has shipped, what shipped and what came back, or that it was cancelled. Its lines change their columns with its state: Asked, Unit price and Line total always, Held while stock is held or with the warehouse, Shipped and Back once it is fulfilled, and a Verdict column once a draft has been confirmed line by line. Beside the lines stand Needs a person, The warehouse and Returns when they hold anything, and a list of facts: How it came, State, Placed, the channel, account or customer, Ship to, Their reference, Requested ship date, Cancel by, Warehouse and, over EDI, Their PO number and the acknowledgement.

What to do

1. Press a row to open its order; a read-only seat can go this far.
2. On a draft, press Check against the file to open it beside the paper it came off, where one exists.
3. Press Confirm the order to take an account's draft line by line, each line Accepted, Quantity changed or Rejected; the account is told what is accepted, the order opens and holds what is free at the warehouse, and over EDI an acknowledgement goes back.
4. Press Hold the stock to reserve what is free, or Send to the warehouse to ask it to pick and ship.
5. Press Send it again to retry a failed request, or Close it short to close a request with what has shipped.
6. Press Change the dates to rewrite the dates and the reference; the hold is worked out again.
7. Press Cancel the order to put every held unit back on the shelf.
8. After the goods leave, press whichever of Pack cartons, Send the shipping notice, Invoice or Retry the invoice comes next; the rest sit behind the order's menu.

Every button states its consequence first, and the order reads back where the button was. A channel's own order is never changed or cancelled here. An act the order's state refuses is not drawn, and a refusal the record makes is its own sentence, shown in place. A read-only seat reads; every write needs a read and write seat.

When it is empty or failed

Orders unavailable

The read failed; Try again reads it again. An empty book reads No orders, and a view with nothing in it reads No matching orders. On an order:

Order unavailable

with Try again.