SUPPLY: How to Create & Manage Orders

The Order Management system in SUPPLY lets you manage the full lifecycle of an order from a single place — create the order, edit it as things change, fulfill it against your inventory, and cancel it if needed.

This article contains:

• How to create an order
• What happens when you add the order
• How to edit an order
• How to fulfill an order
• How to unfulfill an order
• How to cancel or reopen an order

How to create an order

1. Navigate to the Order Explorer, then click +Add Order 

2. Select a customer

• Choose a customer from the Customer dropdown. Only current, active customers appear here.
• Once selected, the customer's Contact name, Phone, Payment terms, and Contact email populate automatically.
• Don't see the customer you need? Click Add customer to create one in line — it's saved to your Customer Explorer and applied to this order.

3. Enter order information

• Shipping address (required) — pre-fills from the customer's record. If multiple shipping addresses exist for the customer, select the appropriate one for the order from the dropdown menu.
• PO number, Carrier, Shipping date, and Expected delivery date are all optional.

4. Add items

• Click Select SKUs to open the SKU picker and choose one or more SKUs.
• For each SKU, select an inventory location from the dropdown. Locations with on-hand inventory are listed above the divider; empty locations are listed below.
• Enter the quantity for each location.
• Price pre-fills from the SKU's default price (per bottle or per case). You can edit the price for this order — doing so does not change the SKU's default price.
  • If a SKU has no default price set, price displays as $0.00 and must be entered manually before the order can be saved.
• Need to add more than one location for a SKU? Click Add inventory location.

5. Add discounts or custom items (optional)

• Click + SKU discount to apply a discount to a specific SKU — choose a percent or flat dollar amount.
• Click Add discount to apply a discount to the whole order.
  • If both a SKU discount and an order discount exist, the order discount is calculated after the SKU discount is applied.
• Click Add custom item to add a non-inventory line (e.g. pallets) — enter a name and price manually. Custom items don't have a quantity field, so enter the total price directly.

6. Review totals and save

• Subtotal, Discounts, and Total display in the bottom right of the items table.
• Click Add order to save.

What happens when you add the order

• SUPPLY generates a sequential, 6-digit order number (starting at 000001).
• All inventory quantities on the order move from Available to On order.
• Order status is set to Open, Fulfillment to Unfulfilled, Shipping to Pre-shipment, and Payment to Unpaid.
• The order appears in the Order Explorer and in the Orders table on the customer's detail page.

How to edit an order

From the Order details page, each card — Customer, Order information, and Items — has its own Edit button in the top right corner.

• Editing the customer: Click Edit on the Customer card to reopen the customer dropdown and select a different customer (or add a new one). Click Save to apply the change, or Cancel to discard it.
• Editing order information: Click Edit on the Order information card to edit any field -shipping address, PO number, carrier, dates. Click Save or Cancel.
• Editing items: Click Edit on the Items card to change SKUs (via Edit inventory), quantities, prices, discounts, or custom items. Any inventory you remove returns to Available; anything you add moves to On order. Click Save or Cancel.

Every saved edit adds a new row to the order's History table.

How to fulfill an order

1. From the Order details page, click Fulfill order. The fulfillment screen opens, pre-populated with the SKUs, locations, and quantities from the order — you can't add or remove SKUs or locations during fulfillment itself.
2. In the Quantity sold column, enter how much of each line is being fulfilled now. Fields default to the full order quantity (or whatever remains unfulfilled). You can't enter more than the order quantity — SUPPLY will show "Fulfillment quantity may not exceed order quantity" if you try.
3. Choose a Depletion date:
   • Now (default) — uses the current date/time.
   • Backdate — lets you choose a past date/time.
4. Click Fulfill order to submit.

This creates a Deplete inventory – Sale action for the quantities entered, linked back to the order number. Order status updates based on how much was fulfilled:

• Fulfilled — everything on the order (or everything remaining) was entered.
• Fulfilled – partial — some, but not all, was entered.

Once every unit on an order has been fulfilled across one or more fulfillments, the order status changes to Closed.

Note on multi-location SKUs: if a SKU is split across three or more inventory locations, SUPPLY can't redistribute an over-fulfillment across the remaining locations automatically. In that case you'll see: "Can't partially fulfill more than order quantity from an inventory location if you have 3 or more locations within a SKU. Edit the items on the order and then fulfill again."

How to unfulfill an order

Made a mistake on a fulfillment? You can't edit a fulfillment directly, but you can unfulfill it:

1. In the order's History table, find the fulfillment row and click Unfulfill.
2. A warning modal displays with a link to the associated Deplete inventory – Sale action. Click Yes, unfulfill to confirm.    
   

When you unfulfill:

• The Deplete inventory – Sale action is deleted, and that inventory moves back to On order.
• The original fulfillment row displays with strikethrough, and a new Fulfillment deleted row is added to History.
• Order and fulfillment statuses roll back accordingly — for example, unfulfilling the only fulfillment on an order reopens it and resets Fulfillment status to Unfulfilled.

How to cancel or reopen an order

Canceling an order

1. On an open order, click the More dropdown in the top right and select Cancel order.
2. All inventory on the order that was marked On order returns to Available.

Once canceled, function buttons and edit buttons are disabled, and the order status reads Canceled. You can still upload, generate, download, and view documents, and add, edit, or delete notes on a canceled order.

An order can only be canceled if its status is Open and it has no fulfillments. If you try to cancel a partially or fully fulfilled order, SUPPLY will prompt you to unfulfill it first.

Reopening a canceled order

Select Re-open order from the More dropdown. This restores the order to Open, returns its inventory to On order, and re-enables all function and edit buttons.