Every order. Every lot. Every step tracked.
From creation through fulfillment, manage the complete order lifecycle with lot assignment, invoice generation, fulfillment status tracking, and a complete audit trail.
Order Lifecycle
End-to-end order management with clear status tracking, lot-level assignment, and complete audit trails from creation through fulfillment.
Orders flow through clear statuses â open, completed, and cancelled â with fulfillment tracked separately as unfulfilled, partially fulfilled, or fulfilled. This dual-status approach means you always know both the business state of an order and its physical fulfillment progress. A fulfillment_locked flag prevents modifications once fulfillment begins, protecting the integrity of lot assignments and inventory deductions already in progress.
Lot assignment maps specific finished product inventory to order line items via the order_assignments table. When assigning a lot, the system validates that the order is open, the product is not recalled, sufficient quantity is available, and the assignment does not exceed the line quantity. Each assignment atomically deducts from finished product quantity, creates a movement record for traceability, and logs the action with the user who performed it. Unassignment reverses the process cleanly, returning inventory to stock and removing the movement record.
Invoices are auto-numbered using the format INV-{date}-{hex} and generated as PDFs showing itemized products, assigned lot codes, bill-to address, and PO number. This ensures that every invoice carries the lot-level detail required for food manufacturing compliance and customer traceability requirements.
Reporting covers sales by customer, sales by product, fulfillment breakdown, on-time delivery percentage, and lifecycle timing â all exportable as CSV or Excel. For shipping and physical fulfillment, see Shipping. For cost analysis per order, see Analytics.
- Full order lifecycle management (open, completed, cancelled)
- Fulfillment tracking (unfulfilled, partial, fulfilled)
- Lot assignment to order line items
- Invoice generation with PDF export
- Fulfillment lock to prevent modifications
- Overdue order visibility
- Complete audit trail per order
How It Works
Create an order with line items specifying product, quantity, and unit price. Orders can be entered manually or imported automatically from connected channels like Shopify.
Assign finished product lots to each line item â the system validates availability, deducts inventory, and creates a movement record linking the specific lot to the order. This ensures that every unit shipped can be traced back to the exact production run and raw materials that produced it.
Once all line items are fulfilled, generate an invoice that includes assigned lot codes for traceability. The invoice captures the complete bill-to details, PO number, and itemized product list with lot references. Create a shipment from the order, with lot numbers carried through to the shipping record. If the order originated from Shopify, fulfillment data is automatically pushed back with tracking information, triggering customer notification.
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Explore → ANALYTICSCOGS & Daily Overview
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