Your First Order

Processing Your First Order

Now that you have your warehouse configured and products imported, let's walk through processing a complete order.

Order Lifecycle in SmartWMS

Order Created → Allocated → Picking → Packing → Shipped → Delivered

Step 1: Create a Sales Order

• Go to Orders → Sales Orders
• Click + New Order
• Fill in order details:

- Customer: Select or create customer - Shipping Address: Delivery destination - Items: Add products and quantities

• Click Create Order

Step 2: Allocate Inventory

SmartWMS can automatically allocate inventory:

• Open the order
• Click Allocate
• System will reserve stock from available locations
• If insufficient stock, you'll see warnings

Step 3: Create Pick Task

• Click Create Pick Task
• Assign to a picker (or self-assign)
• The task appears in Operations → Tasks

Step 4: Execute Picking

Using the Operations Hub:

• Go to Operations → Hub
• Start your shift
• Select the pick task
• For each item:

- Go to the location shown - Scan the location barcode - Scan the product barcode - Confirm quantity

• Complete the task

Step 5: Pack the Order

• Go to Outbound → Packing
• Select the picked order
• For each item:

- Scan to verify - Add to package

• Enter package dimensions/weight
• Print packing slip

Step 6: Ship the Order

• Go to Outbound → Shipping
• Select the packed order
• Choose carrier (DHL, UPS, etc.)
• Generate shipping label
• Mark as shipped

Tracking the Order

Monitor order progress:

• Open the order
• View the timeline showing all status changes
• Track carrier updates (if integrated)

Quick Tips

Batch Processing

• Select multiple orders for wave picking
• Process similar orders together

Keyboard Shortcuts Mobile Scanning

• Use our Android app for mobile picking
• Works with built-in camera or external scanner

Common Issues

"Insufficient Stock"

• Check stock levels in Inventory → Stock Levels
• Verify allocation hasn't expired

"Location Not Found"

• Ensure location exists in Warehouse → Locations
• Check barcode is correctly configured

Next Steps

Congratulations! You've completed your first order. Explore more:

• Receiving Operations - Handle inbound shipments
• Reports & Analytics - Track performance
• User Management - Add team members