Order Management

September 16, 2022 13:46

Kladana has a full array of order management tools to simplify the whole managing process from order to delivery.

Sales Orders
Order statuses
Awaiting stock
Purchase Orders
Manual Counting
Delivery
Workflow automation
Online orders app

Sales Orders

Use Sales Orders to plan your Sales and reserve products at the warehouses. Sales Order does not affect the stock, but when you create a Sales Order, you record your agreement with a customer. Sales Invoice does not change the stock level, Shipment decreases it. Both Sales Invoice and Shipment can be created on the basis of Sales Order via Add Related option.

In Kladana you can create Sales Orders in the following ways:

Take an order from a customer via phone or email, and create a Sales Order in the Kladana workspace.
Upload Sales Orders from Shopify.
Upload Sales Orders from an online store on Facebook.
Create Sales Orders in the Online Order app.
Create Sales Orders in Stock Report. Go to the Inventory → Stock and click .

You can customize Sales Order form with custom fields. In online Sales Orders, the following parameters are usually used:

Manager (employee taking the order);
Payment method;
Delivery method;
Courier;
Additional address info (metro station, city district, etc.).

Order statuses

Statuses allow you to track an order execution process. For example, you can use the following statuses:

New
Approved
Packed
Shipped
Delivered
Returned
Canceled

You can also create other statuses according to your store workflow. But keep in mind: the fewer statuses, the easier to work in the system.

Use statuses to set your Sales Funnel. It depicts in percentage how many orders successfully move from one stage to another, and how many of them get completed. As a result, you can evaluate the most successful and unsuccessful stages, analyze the reasons, and fix the drawbacks of your workflow.

Read more: Manage statuses, Sales Funnel

Awaiting stock

You can add products to awaiting stock for the specific Sales Order. The products do not have to be actually in the warehouse. If you have an online store, you can specify the awaiting stock for all the products and set up Sales Orders automatic importing to Kladana.

Awaiting products are removed from the stock automatically after the shipment. The Shipment should be linked with the Sales Order.

Purchase Orders

If you work to order, you can create a Purchase Order right from the Sales Order taking into account the available product stock or not.

Using Stock Replenishment, it is very convenient to create Purchase Orders and Production Orders for multiple Sales Orders at once. It significantly simplifies your workflow, especially when there are many standard orders.

Manual Counting

Manual Counting helps you to check the actual product quantity and quality, and compare the results with the information specified in the transactions before sending the product to a customer.

Delivery

Manage the work of your own couriers in Kladana. In the Sales Order create the Courier custom field to assign the order delivery to the specific courier. Install your print template to create route sheets for the couriers. Calculate the couriers salary depending on the number of delivered orders.

Workflow automation

Use workflow automation settings to simplify the online orders processing. Thus, after the proper setup, you can, for instance, create a Sales Order, and the system will automatically assign the task to the executor employee.

Online orders app

The Online order app manages your work with wholesale customers. You can offer individual conditions and prices for each customer. Create a list of products, set the prices, generate a web link to the list, send it to the customers, and receive new orders in Kladana.

The list of products and prices are constantly synchronized. There is no need to check it manually.