Orders

Table of Contents

🔍 What Are Orders? 🛠️ How-to Guides A. How to Import Orders B. How to Invoice Orders 🧪 Tutorial Process an Order from Import to Invoice 📚 Reference Order Components Example Orders

This guide provides a comprehensive overview of orders in Flxpoint, explaining how they are managed from import to fulfillment. Explore what orders are, how to handle their import and invoicing, follow a hands-on tutorial, and refer to detailed examples and tools, designed for all users, especially newcomers.

🔍 What Are Orders?

In Flxpoint, orders represent incoming purchase requests from your sales channel(s) that need to be fulfilled. These orders are linked to product variants, enabling fulfillment from any source inventory variant associated with those products. This flexibility ensures efficient order processing across multiple sources.

Key points to understand:

Product Variants: Items on an order (e.g., V123, V456) are tied to specific product variants.
Source Inventory: Fulfillment can draw from various sources (e.g., Distributor A, Warehouse) with matching inventory (e.g., A123, C456).
Difference from PO/FRs: Orders are distinct from purchase orders or fulfillment requests (PO/FRs), which are sent to sources, not received from channels.

Example Scenario:

An order (Order #1102) includes Item V123 (Quantity: 1) and Item V456 (Quantity: 2).
Flxpoint matches V123 to Distributor A’s A123 (Available Qty: 1) and V456 to Warehouse’s C456 (Available Qty: 3).
The order is fulfilled using these source inventories, ensuring availability.

Insight: Why Variants Matter

Product variants (e.g., V123, V456) act as bridges between orders and source inventory. This linking ensures Flxpoint can automatically find available stock across distributors and warehouses, optimizing fulfillment efficiency.

Key Fact: A mismatch in variant links can delay order processing, so regular updates are essential.

🛠️ How-to Guides

A. How to Import Orders

Ensure your sales channel is integrated with Flxpoint via the Get Orders feature.
Navigate to the Orders section and initiate the import process.
(Optional) Specify custom rules for the order (e.g., priority handling or specific fulfillment sources) during import.
Verify the imported order details, including items and quantities, match the sales channel data.

B. How to Invoice Orders

Check if the order is imported as paid from an external sales channel (e.g., e-commerce platform).
For B2B orders where payment isn’t captured, go to the order details.
Select the Invoice option to generate an invoice.
Send the invoice to the customer and track payment status within Flxpoint.

Insight: Import Efficiency

The Get Orders integration automates order imports, pulling data from your sales channels in real-time. Custom rules allow you to tailor the process, such as prioritizing high-value orders, ensuring flexibility for different business needs.

Key Fact: Regular integration checks prevent import failures due to channel updates.

These guides ensure you can manage orders effectively from import to invoicing.

🧪 Tutorial

Process an Order from Import to Invoice

Goal: Import an order and generate an invoice for a B2B customer.

Scenario: You receive a B2B order (Order #1102) from a client with items V123 (Quantity: 1) and V456 (Quantity: 2), and payment is pending.

Steps:

Integrate your sales channel (e.g., ERP system) with Flxpoint’s Get Orders feature.
Import Order #1102 and verify items V123 and V456 are correctly listed with quantities.
Check availability: Confirm Distributor A has A123 (Qty: 1) and Warehouse has C456 (Qty: 3).
Navigate to Order #1102, select Invoice, and generate the invoice for the client.
Send the invoice and monitor payment status in Flxpoint.

Insight: Invoicing Best Practices

For B2B orders, invoicing ensures payment before fulfillment. Flxpoint’s invoice feature integrates with order data, allowing you to track payment status and avoid delays in processing.

Key Fact: Always verify inventory availability before invoicing to confirm fulfillment feasibility.

🧪 You’ve processed the order! Use this insight to streamline future invoicing.

📚 Reference

Order Components

Component	Description
Order Number	Unique identifier for the order (e.g., 1102)
Product Variant	Item linked to the order (e.g., V123, V456)
Quantity	Number of items requested (e.g., 1 for V123, 2 for V456)
Source Inventory	Available stock at sources (e.g., A123, C456)

Example Orders

Order Number	Product Variant	Quantity	Source Inventory
1102	V123	1	A123 (Distributor A)
1102	V456	2	C456 (Warehouse)

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