Sales orders

Answer the orders your customers send you through Flowlity collaboration.

Sales orders lists the orders your customers send you through Flowlity collaboration. From here you accept an order, propose another quantity or date, or reject it, and your customer sees your answer in their own Flowlity.

In the sidebar, go to Demand management > Sales orders. The entry appears only when sales orders are activated on your site: ask your Customer Success Manager to activate it.

Each order carries two badges:

Badge	Values
Status	Planned, Accepted, Firm, Delivered
Collaboration status	Not requested, Requested (your customer asks you to confirm), Changed by customer, Proposed changes (your proposal is waiting for the customer), Rejected

How to find the orders waiting for your answer

1

Choose the customers

Click Customer and select one or more customers.

2

Filter on the collaboration status

Click Collaboration status and tick Requested and Changed by customer. The count next to each value shows how many orders it holds.

3

Narrow down

Add a status, a date range or Alerts filter, or search by name or pasted references.

How to accept orders

1

Select the orders

Tick the orders in the list. You can also open one order instead.

2

Click Accept

Click Accept in the selection bar and confirm, or click Accept in the order header. Only orders that are Requested or Changed by customer are processed.

3

Check the result

The order status becomes Accepted.

How to propose another quantity or date

1

Open the order

Click the order in the list.

2

Edit the order

Change the quantity of a line or the delivery date. Lines that are Not requested or Rejected cannot be edited.

3

Click Propose changes

Click Propose changes, add a comment for your customer if you want, and confirm. The collaboration status becomes Proposed changes.

4

Withdraw your proposal (optional)

To cancel a proposal you already sent, open the order and click Discard changes. The order goes back to Requested.

How to reject an order or undo a rejection

1

Select the order

Tick it in the list, or open it.

2

Reject it

Click ⋮ > Reject. The collaboration status becomes Rejected.

3

Undo the rejection

If you change your mind, click ⋮ > Undo rejection. The order goes back to Requested.

How to apply Flowlity's recommended quantities

When available on your site, Flowlity recommends quantities based on your projected stock.

1

Select the requested orders

Tick the orders in the list, or open one order. Inside an order, a banner tells you how many lines have a recommendation.

2

Click Apply AI recommendation

Click Apply AI recommendation and confirm. Flowlity sets the recommended quantities and proposes them to your customer.

How to set up your list

1

Switch between orders and lines

Use the Orders / Order lines switch at the top right to work order by order or line by line.

2

Choose the columns

Open the columns drawer to show columns such as the delivery date, customer name, quantity, value, comments, alerts or the collaboration status.

3

Save a view

Pick a view tab, adjust the filters and columns, then click Save view.

How to download orders

1

Select the orders

Tick the orders in the list.

2

Pick a format

Click ⋮ and choose Download in XLSX, Download in CSV or Download in TSV. When no other action applies, click Download instead.

Good to know

• Orders come from your customers, so there is no button to create one. Inside an order, ⋮ > Add order line adds a line.

• The view tabs say Validated and Released for the orders whose status badge reads Accepted and Firm.

• In the Collaboration status filter, rejected orders are listed as Rejected by supplier.

• Use the comments of an order to explain your answer to your customer. See Comments.

• Tags can be shown as one column per tag category. Some customer KPI columns appear when your customer shares them.

Related

• Supplier collaboration portal: the same flow seen from your customer's side.

• Demand

• Supply orders

• Views and filtering

• Comments