Sales orders are shipments that are fulfilled by you, either to an individual or to a wholesale buyer.
On the Sales Orders page, you can view the date and time that each order was placed, the sales channel of the order, the payment status, and the order total.
There are six possible statuses for a Sales Order:
Order Created: The order has been generated and entered into the system.
Payment Captured: The payment has been successfully processed and completed.
Fulfilled: The order has been successfully processed.
Shipped: Items associated with the sales order have been dispatched or sent out for delivery.
Settle integrates with several WMS systems including Veracore, Amazon FBA, Shipbob, ShipOffers, Walmart and more. This allows you to see the fulfillment status of each order, its contents, and its payment status within the Order Details page.
Wholesale orders are imported into Settle from the system of record.
👉 Read more about Trackstar Integration in Settle.
👉 Read more about Shopify Integration in Settle.
FAQs
How do sales orders impact my End-of-Month (EOM) reports?
Sales orders are a crucial part of EOM reporting. They help determine units sold, which informs COGS (cost of goods sold) and inventory write-offs.
Do sales orders decrease my inventory levels in Settle?
Yes, each sales order automatically decreases inventory levels in Settle, ensuring your stock levels remain accurate.
What future features will sales orders support?
Sales orders will power upcoming features, including:
Inventory Demand Forecasting Dashboard: To help you predict and optimize inventory needs.
Potential AR (Accounts Receivable) Functionality: Enhancements are on the roadmap to streamline AR processes.
Can I still generate EOM reports if I manage locations and sales orders manually?
Absolutely! Even with manual management, Settle can produce EOM reports to ensure accurate tracking and insights.