OrdersYour POs and SOs — the starting point for every shipment.
Getting orders in
- Integration sync — orders pull in automatically from a connected ERP, WMS, or EDI; trigger a manual sync any time.
- CSV upload — fill the Order Template and upload from the table toolbar.
- + New Order — create one at a time (Purchase, Sales, or Transfer).
Working the Orders table
- Switch between Table, Item Summary, and Calendar views.
- Filter by status chip; Show All reveals every status.
- Click any row to open the Order Drawer with full detail across tabs.
Moving fast with bulk actions
- Bulk Plan turns selected orders into loads in one step.
- Bulk Edit Dates and Bulk Send handle many orders at once.
- From any open order, hit Quote to jump straight to pricing with the order pre-loaded.