TheOrder ERP — Purchase Orders & Order Migration: Pending → Confirm → Receive → Ship → Pack →Archive
TheOrder-ERP
0:00 / 0:00
TheOrder ERP — Purchase Orders & Order Migration: Pending → Confirm → Receive → Ship → Pack →Archive
4 просмотра · 2 недели назад
TheOrder-ERP
5 подписчиков
4 просмотра · 2 недели назад
The heart of TheOrder: Purchase Orders and the migration that hands finished orders to the shipped world. The complete workflow, studied from the code and walked live — every button, every layer, every accounting entry behind each status:
• THE GRID: toolbar, the lifecycle status strip (All 12 / Confirmed 6 / Received 1 / Ready to Ship 5 — click to filter), seven cross-narrowed dropdowns, the 23-column table (one row per LINE — the dual Qty progress bar green=received teal=shipped), money columns, CTNs/CBM/weight computed, cards view
• CREATING: New Order's cross-narrowing header (customer ∩ vendor ∩ employee ∩ branch), the 25-column line table with Enter-to-add, per-line price×rate, packing block (U/CTN, L×W×H → CTNs = ceil, CBM), atomic save that denormalizes identity into every line
• THE LIFECYCLE: Pending → Confirm (DR/CR off-balance) → Receive ±delta (warehouse on+off-balance) → Ship (the reversal) → Ready to Ship — with Revert and Delete explained but NOT pressed (they touch the books)
• ORDER #1011 LIVE: fold header, identity card (every name is a door: profile + § ledger chip), the 29-column edit view scrolled, Rcv clicked → the Delta Popover with warehouse picker and live validation, Bulk toolbar's 5 modes with the preview-before-post dialog
• LABELS & PACKING: carton label designer with barcodes, scan-carton box, the Packing page's load sequence and packing list print
• THE MIGRATION: the "Migrate Shipped Orders (5)" panel opened live — cargo type scoping, Check, and what confirm does — lines move to archived_orders, the orders grid lets go, nothing is lost
• THE SHIPPED WORLD: shipment #10 opened live — Lines with the cartons drill, Transactions (the full audit trail from Confirm to fees), Shipments Docs (the checklist from Settings), the statement card, Check Reports and re-pack
⏱ Chapters
0:00 Welcome
0:06 The heart of TheOrder
0:28 The toolbar
0:54 The lifecycle status strip
1:21 Seven cross-narrowed filters
1:39 The table — one row per LINE
2:03 Money & logistics columns (scroll)
2:37 The Cards view
2:57 Creating: cross-narrowing header
3:28 The 25-column line table
3:59 Totals & Save — atomic
4:22 The lifecycle told once
4:41 Receive & its accounting
5:02 Ship — the exit
5:16 Revert & Delete (guarded, not pressed)
5:35 Inside order #1011
5:59 Identity card — every name is a door
6:21 29-column edit view
6:38 The Delta Popover
7:04 Bulk toolbar — 5 modes
7:27 Carton labels & scan
7:48 The Qty progress bar
8:05 Packing page
8:27 Load sequence & packing list
8:49 The Shipped Orders page
9:06 Shipment detail: 4 tabs
9:25 Lines tab & cartons drill
9:46 Service Fees & allocation
10:09 Transactions — the audit trail
10:27 Shipments Docs tab
10:48 The statement card
11:03 Re-pack (returns)
11:20 The live walkthrough begins
11:34 Fold header & badges
11:53 Entity links & ledger chips
12:10 The 29 columns scrolled
12:29 Rcv clicked — popover live
12:54 Receive with warehouse picker
13:13 Ship popover
13:30 Counters update live
13:47 Bulk modes: preview before post
14:16 Identity Sync repair
14:34 CSV import & export
14:54 Save View
15:08 Label Designer deep
15:30 Packing deep
15:50 The migration moment
16:14 Counters after migration
16:28 Migrated shipment's lines
16:50 Fees in practice
17:09 Transactions audit
17:25 The statement
17:38 Check Reports
17:51 Re-pack flow
18:07 The accounting map
18:30 Recap
18:58 Outro
———
TheOrder ERP — ERP for import-export buying agents.
#TheOrder #ERP #PurchaseOrders #OrderManagement #OrderLifecycle #Packing #Migration #Shipments #DeltaPopover #BulkActions #CartonLabels #Masterclass #Tutorial
https://theorder-erp.com/