Order Processes

An Order Process determines how an order will be treated when it comes into WarehouseOS. They provide customizability to change how different actions will be performed against each order or order type. Order Processes can be defaulted, assigned through the API, or assigned manually.

Table of Contents

• Overview
• Create an Order Process
• Assign to User Groups
  • Assign via Order Process
  • Assign via User Groups
• Assigning an Order Process
  • Manual
  • API/Integration
  • Order Import
  • Site Setting Default

Overview

An Order Process determines most of the other processes that will be assigned in a waterfall effect. When creating an Order Process the following processes must be selected to be assigned to the order:

• Picking Process - determines pick method
  • Allocation Processes - determines how to allocate to inventory, these are attached to a Picking Process
• Packing Process - determines packing requirements
• Fulfillment Routing Process - determines how to select a facility

Create an Order Process

To create an Order Process, navigate to Admin -> Processes -> Order Processes -> Create New

• Add a Name and Description
• Select a Type
  Fulfillable: intended to be shipped or exit the warehouse (most common)
  Work Order: assembly or pickable order not getting shipped or intended to leave the warehouse
• Select Allocation Trigger(s)
  • Pick Ticket Created - pick tickets created relative to the order will be allocated immediately upon creation
  • Pick Ticket Batched - pick tickets created relative to the order will allocate upon being added to a batch
  • Pick Ticket Started - pick tickets created relative to the order will allocate when the ticket is marked In Progress and dropped to a Device

• Select a Picking Process to assign to associated pick tickets
  • Note: Picking Processes can be manually updated at any time on a pick ticket, the Picking Process assigned to the Order Process will be the default process applied initially
• Select a Fulfillment Routing Process (Optional)
• Select a Packing Process to assign to pick ticket Consolidations
• Select Create

Assign to User Groups

User Groups can be assigned to an Order Process during the creation process, or added/edited again after the initial creation. User Groups can also be assigned to an Order Process on the User Groups page.

Assign via Order Process

1. Go to Admin -> Processes -> Order Processes -> select the Order Process to work against
2. In the Edit Order Process page navigate to the User Groups tab
3. Click "Add User Group" and select a group
4. Save

To Remove a User Group from the Order Process, use the red trash can icon next to the group name to unassign.

Assign via User Groups

1. Go to Admin -> Users -> User Groups tab
2. More to come...

Assigning an Order Process 

Order Processes can be assigned to orders in a few ways: 

• Manually
• Through the API (integration)
• Site Setting Default

Manual Assignment

An Order Process can be assigned manually using the bulk actions on the Orders Index Grid.

1. Go to Orders -> Orders tab
2. Filter or find orders to assign and select the row(s)
3. Select the Assign Order Process action
4. Select an Order Process from the list
5. Determine if selected Order Process should waterfall down to update eligible Pick Tickets or Consolidations
   1. A Pick Ticket or Consolidation is eligible for update until marked active or In Progress, and cannot have any picks or packs performed.
      Pick Tickets on a batch are ineligible as well.
6. Save Selected
   

Order Processes can also be assigned or updated individually on the Order Edit page under the Order Details tab.

Assign through the API

The Sales Order APIs allow for an Order Process to be assigned to an order when created. This can be a default Order Process or determined following criteria or logic in an integration layer. If your integration is owned by the WOS team and you'd like to review or make updates, please reach out to support@warehouseos.com

Assign through Order Import

When importing orders through the Excel import, a field header for Order Process is included. If this value matches an Order Process in WOS, it will be set on the order on import.

Site Setting Default Assignment

Go to Admin -> Settings, and find the "Default Fulfillable Order Process" setting option. Select the Order Process to be a default. When selected and saved, any order that is created will have this Order Process assigned if no other process was determined.