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Business Order Managemnet Manual

Welcome to the Business Order System!
This system is built to streamline and centralize the management of business transactions, product and services catalogues, and logistics. Whether you are handling sales orders, managing catalog items, or coordinating delivery logistics, this manual will guide you through the features and actions needed to perform your tasks efficiently and effectively.

1. Introduction

Sales Orders are a core component of the Business Order System, enabling users to create, manage, and fulfill customer orders efficiently. Each sales order acts as a formal record of a transaction between the business and a client, detailing the products or services sold, pricing, quantities, fulfillment expectations, and associated parties.

This module provides full lifecycle management of an order—from creation and editing to tracking fulfillment and status updates. It supports seamless coordination between sales, logistics, and finance teams by centralizing all relevant order information in one place.

Key Capabilities:

  • Order Creation: Easily create a new sales order with essential fields like order name, supplier, customer account, and order type.
  • Detail Management: Add or edit items, quantities, pricing, and notes related to the order.
  • Order Fulfillment: Assign delivery quantities and set scheduled fulfillment dates.
  • Order Tracking: Monitor the progress of each order, from draft to fulfillment or closure.
  • Status Handling: Categorize orders by current status (e.g., Active, In Progress, Fulfilled, Closed).

Use Cases:

  • Managing B2B sales transactions
  • Coordinating fulfillment and delivery schedules
  • Linking product catalog items to real customer orders
  • Filtering and reporting on order performance by type, status, or assigned team

The Sales Orders module is essential for maintaining transparency, accountability, and efficiency in your sales operations.

2. Key Features

1. Sales Orders

Sales Orders are at the core of the Business Order System. They allow users to create, track, and manage customer orders in a structured way.

Actions

  • Create Order – Start a new order by providing key details like:
  • Order name and number
  • Associated supplier and customer account
  • Edit Order – Make updates or corrections to existing orders.
  • Delete Order – Remove orders that are outdated or incorrect.
  • View Order Details – Access a complete summary of an order, including:
  • Ordered items
  • Pricing
  • Fulfillment status
  • Fulfill Order – Manage fulfillment by:
  • Selecting items to be delivered
  • Specifying quantities
  • Setting delivery dates

Filters

  • Order Status – Filter by current status (e.g., Active, Closed).
  • Order Type – Distinguish between Sales and Purchase orders.
  • Assigned To – Filter by the responsible team or individual.
  • Labels – Use tags to group, search, and organize orders.

2. Catalogue Items

Catalogue Items represent the products or services available for ordering. Managing this list ensures accuracy and consistency in what’s offered to customers.

Actions

  • Create Item – Add a new product or service to the catalogue.
  • Edit Item – Update existing entries with new pricing, descriptions, or status.
  • Delete Item – Remove discontinued or incorrect items.
  • View Item Details – See all item-related data, including:
  • Pricing
  • Description
  • Availability
  • Supplier info

Filters

  • Category – Filter items by type (e.g., Product, Service).
  • Status – Filter by availability status (Active, Archived).
  • Seller – Filter by the supplier or selling party.

3. Logistics

The Logistics feature helps manage and track transportation details for each order to ensure smooth delivery.

Actions

  • Create Logistic Record – Document shipping details including:
  • Transport type (e.g., Air, Ground, Freight)
  • Carrier information
  • Scheduled delivery dates
  • Edit Logistic Record – Update logistics info as schedules or carriers change.
  • View Logistic Details – Review all logistics-related data linked to an order.

Filters

  • Transport Type – Filter records by shipping method.
  • Carrier – Filter by the delivery service provider.

3. Support and Resources

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

This detailed manual helps you use Pulsawork’s Business Order App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy ordering! 🚀

4. Frequently Asked Questions (FAQ)

How do I create a new sales order?

Go to the Sales Orders section and click "Create Order". Fill in all required fields and submit.

Can I edit an order after it's been created?

Yes. Select the order from the list, then click "Edit Order" to make changes.

How do I filter orders by status?

In the Sales Orders section, use the "Order Status" filter to show orders by their current status.

What should I do if I encounter an error while creating an order?

Review the error message and check that all required fields are completed. If the issue continues, contact support.

How can I view the details of a specific catalogue item?

Go to the Catalogue Items section and click on the item name to view its full details.

Is it possible to delete a logistic record?

Yes. Select the record and click "Delete". Confirm the deletion when prompted.

How does the page look like?

Business Order Table Example