Introduction

Imagine you are the operations manager at a large seafood manufacturing and supply company. You deal with a range of products, from freshly caught salmon to processed fish sticks. This in-depth guide will walk you through the process of efficiently creating, managing, and tracking orders and shipments in Tracktile's platform.

Navigating Your Orders Universe

On the Orders page, you'll find an intuitive dashboard that enables you to seamlessly switch between Active and Completed Orders, search for Order ID and sort orders by due date, status or last updated.

Creating and Managing Orders

Step 1: The Creation Phase

Order for Fresh Salmon

1. Click the "Create +" button.

1. Fill in essential details: Purchase Order ID as "Salmon_Order_001", select Customer, and set the due date.

1. Add "Fresh Salmon" from your catalog, specify the quantity as 1000 kg, and set the price per unit (or use a default price from Catalog).

Order for Tuna Steaks

1. Click the "Create +" button.

1. Fill in details: Purchase Order ID as "Tuna_Order_001", select Customer, and set the due date.

1. Add "Tuna Steaks" from your catalog, specify the quantity as 500 kg, and set the price per unit (or use a default price from Catalog).

Step 2: Assigning Items

1. Navigate to the "Assigned to Order" tab for each order.

1. Assign specific items like "Fresh Salmon" or "Tuna Steaks" and specify their quantities.

Your Journey Through Shipments

Step 1: New Shipment Creation

Shipment for Fresh Salmon

1. Click "Create +".

1. Assign a Shipment ID as "Salmon_Shipment_001" and select the Customer.

1. Assign an existing order “Salmon_Order_001”.

1. Select Provider in Transport Details.

1. Add Notes if needed and click Save.

Shipment for Tuna Steaks

1. Click "Create +".
2. Assign a Shipment ID as "Tuna_Shipment_001" and select the Customer.
3. Assign an existing order “Tuna_Order_001”.
4. Select Provider in Transport Details.
5. Add Notes if needed and click Save.

💡Note: Remember to upload any required health and safety certificates or invoices by clicking the "Add Attachment" button.

🔍 Monitoring and Tracking

Toggle between 'Active' and 'Completed' tabs for orders and 'Ready,' 'Shipped' and 'Completed' tabs for shipments, to get a complete view of your operations.