Creating Sales Order WorkFlows

Turbo Inventory allows you to customise your sales order workflow statuses, providing greater control over how your sales orders progress through the system. You can create custom statuses to manage sales orders more effectively, including approval and hold statuses, which can prevent accidental picking before certain conditions are met.

1. Setting Up Sales Order Workflow Statuses

To begin using sales order workflow statuses, you need to define and customise the statuses for your sales orders.

1. Navigate to Settings and select Tools.

2. Scroll down and click on Sales Order Workflow.

3. Here, you can create an unlimited number of custom workflow statuses. For example, you might want to add statuses like Approved and On Hold.

2. Assigning Default Workflow Status

Once you have created your custom statuses, you can set one as the default.

1. Under Advanced Settings, set the default workflow status for sales orders. For this example, we’ll set it to Approved.

2. Next, you can configure the system to allow picking only for sales orders with an Approved status. This ensures that only orders that have been approved will be eligible for picking.

3. How Workflow Status Affects Picking

• Sales orders can be moved between different statuses based on their stage in the process.

• For example, if a sales order has been approved and is ready to be picked, you can change its status to Approved. If the order is On Hold, it will no longer be eligible for picking.

• This feature gives you greater control over your picking process, ensuring that only sales orders that are approved for fulfilment are picked.

4. Managing Sales Orders with Workflow Statuses

You can now manage your sales orders using the new workflow status field.

1. Go to Sales Orders and click on Column Chooser to add the Workflow Status column.

2. This status is independent of other order statuses (e.g., Pending, Partially Picked, Invoiced, etc.), allowing you to filter and group your orders based on their workflow status.

5. Editing Sales Order Statuses

• When creating a new sales order, the default status will be set to Approved, based on your settings.

• If you need to change the status of an existing sales order, you can easily edit it. For instance, if you need to place an order On Hold, simply click Edit and change the status.

6. Filtering and Grouping Sales Orders by Status

• Once workflow statuses are set, you can filter and group your sales orders based on their status. This makes it easy to manage large volumes of orders and track their progress.

• For example, you can filter to only show sales orders that are Approved, or group orders by their status for better organisation.

7. Sales Order Status and Picking List Integration

• Sales orders marked as On Hold will not show up on the picking list, even if they are part of an active order.

• To include a sales order on the picking list, you must change its status to Approved. Once approved, it will appear on the Picking List for fulfilment.

8. Benefits of Sales Order Workflow Statuses

The use of workflow statuses adds an extra layer of control to your order processing. Some key benefits include:

• Preventing accidental picking: By requiring approval before picking, you can ensure that only orders with confirmed payment or other required conditions are processed.

• Managing disputes: If you are having a dispute with a customer, you can place their sales orders on hold, preventing further action until the issue is resolved.

• Improved organisation: Custom workflow statuses allow you to better track the progress of your orders and ensure that each stage of the order process is completed before moving to the next.

Conclusion

Sales order workflow statuses in Turbo Inventory offer you a simple yet powerful way to control how your sales orders progress through the system. By creating custom statuses and using them to manage the picking process, you can reduce errors and improve order processing efficiency. This feature is ideal for businesses that need greater control over their sales workflows, especially when dealing with high volumes of orders or specific client requirements.