A sale order is an order placed by (or on behalf of) your customer for products that you sell. It contains the SKUs ordered, their corresponding quantities, prices, and discounts as applicable.
Types of Sale Orders
Online Orders: Orders received from your online channels, such as your integrated website(s) and/or online marketplaces.
B2B Orders: The orders that are created by the B2B channel, and where the order quantity is 50 or more.
Custom: Manual sale orders created against a non-standard channel of sale, such as orders that are taken/placed via a phone call.
POS: Orders generated by brick-and-mortar stores for walk-in-customers. They are completed as soon as they are created unless they are meant for delivery.
FBA Orders: These are Amazon orders that are Fulfilled by Amazon’s Warehouses. These orders within Primaseller are listed purely for tracking purposes and do not need any further action.
Structure of a sale order
Sale Order: The header containing the order number, date, customer details, etc.
Sale Order Items: The items sold in the order, containing the SKU Code, SKU name, price, quantity, applicable discount, and the associated taxes.
Fulfillment: When a facility is assigned to an order, fulfillment is created for that order within the facility. Fulfillments are a part of the facility. You can split a fulfillment into multiple fulfillments to ship them separately or from multiple locations. A fulfillment is created automatically based on the assignment rules of the channel from which the order is placed, or when a user manually assigns an order to a facility.
Picking: Once the inventory for an order is allocated, the items can be 'picked' from their physical location in the facility. If a picklist is enforced in the facility, then one needs to be created before picking can begin.
Packing: Once a fulfillment is picked, it is brought to the packing area. Here the items are packed into shipments (boxes). If all items in fulfillment are packed, the status can be marked as packed.
Shipment: Packed items can be added to a shipment and a shipper will be assigned. Once the shipment is picked up, it can be marked as shipped.
Invoice: Invoice is an official document informing that the sale has been made by the seller to the buyer. Invoices can be created as soon as a shipment is created.
Payment: Payments are recorded on the invoices. They contain the type of payment and the amount that is paid by the customer to the seller.
Advances: Advances are payments collected against an order that hasn't yet been invoiced.
Invoice Payments: Invoice payments are created against an invoice. If an advance exists against the order, the invoice payment will be created from that advance.
Refunds: A refund can be made against a payment to the original payment method used to make the purchase. The refund amount cannot exceed the original payment amount. Please note that a refund is not the same as a return. A 'refund' processes the money to be sent back to the buyer while a return deals with the physical items being picked up from the buyer and put back in the facility.
Returns: A return object is created when you want to return some or all items of an order. Only a shipped /delivered item can be returned. A Return object can also have a return shipment associated with it to track the shipper activity for that return.