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Routes and transfers 6 min read

Create, fulfill, receive, and finalize internal transfers

Mark an order as an internal transfer, fulfill it at the source, receive it at the destination, and resolve report warnings before finalizing accounting.

transfersinventoryfulfillmentaccounting
Wholesale 6 min read

Place, fulfill, bill, and manage wholesale orders

Create the order, update picked quantities during fulfillment, and use the customer account view to track open balances and credits.

wholesaleordersbillingaccounts-receivable
Kitchen display system 5 min read

Troubleshoot KDS sync, sound, and order visibility

Use a fast triage order for missing tickets, silent devices, scheduled orders, and screens that do not match each other.

kdstroubleshootingsyncsound
Routes and transfers 5 min read

Plan and optimize delivery routes

Build one route plan for a day and fulfillment location, add stops when needed, and optimize the stop order for drivers and loaders.

routesdeliverywholesaleplanning
Routes and transfers 4 min read

Pick orders in route order

Use the picker to follow the saved route sequence, open each stop’s fulfillment screen, and keep loading work lined up with the driver plan.

pickerrouteswholesalefulfillment
Accounting 5 min read

Record journals, sales, payouts, and memorized transactions

Choose the right accounting workflow for each entry, keep transactions balanced, and save recurring work as memorized templates.

accountingtransactionssalestemplates
Production and purchasing 4 min read

Review open orders and receiving status

Use the order review surface to see what is still open, what has been received, and which orders still need attention.

ordersreceivingreviewpurchasing
Accounting insights 4 min read

Use analytics feeds for external reporting

Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.

analyticsfeedsreportingexports
Production and purchasing 4 min read

Create purchase orders and internal orders from Order Process

Use Order Process to start the right kind of order record, whether the job is normal purchasing or an internal movement workflow.

orderingpurchase-ordersprocessinternal-orders