Orders overview
An order is a request to dispatch products to a customer. Yessort tracks the commercial decision on the order itself, and the physical work of getting the goods out of the door on one fulfilment group per site the order dispatches from.
What the order stores
The order header stores exactly one status — the commercial one:
- Draft — being built, not yet committed.
- Confirmed — committed and ready to be worked.
- Cancelled — called off.
- Completed — closed out.
The order's lines carry their own separate statuses, covering whether a line is still active and how its stock was obtained.
Everything else you see about an order's progress — how much has been picked, packed or dispatched, and whether it's been paid — is worked out from its quantities each time it's shown, rather than stored as a separate state.
What you see on the order
Alongside the stored commercial status, an order shows two more statuses that Yessort works out on the fly:
- A fulfilment status, running from Unfulfilled through to Fulfilled.
- A payment status, reflecting what the sales channel reports has been paid.
Fulfilled means the goods have left the building. The quantity that counts towards fulfilment increases at pick time, so an order that has been fully picked — or even fully packed — is still Picked or Packed, not Fulfilled, until it has actually gone out.
Where the physical work happens
Picking, packing and dispatching an order happens on its fulfilment groups — one per site the order dispatches from. Each group moves through its own sequence: planned, picking, picked, packed, dispatched. An order that dispatches from two sites has two fulfilment groups, which can be picked, packed and dispatched at different times.
Concepts
How-to
- Create a manual order
- Resolve an order in review
- Set up a pick queue
- Run a pick
- Pack a fulfilment group
- Buy and print courier labels
- Dispatch a fulfilment group
- Process a customer return
- Edit or cancel an order