Orders
Your 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
Click Select in the toolbar above the orders table, then check the orders you want to act on. Three bulk action buttons appear:- Edit — update fields like dates or details across all selected orders at once.
- Quote — request pricing for every selected order in a single step.
- Send — tender the selected orders to carriers immediately.