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TheOrder ERP — Purchase Orders & Order Migration: Pending → Confirm → Receive → Ship → Pack →Archive

TheOrder-ERP

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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/