Pakk Documentation
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        • Part 1: Overview of the Main Menu and Auxiliary Functions
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    • Purchase Orders
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      • Approaching the Demand Planner
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      • Customer Credits
        • Raising a Credit
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      • Create a Reconciliation
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    • Cost of Goods Sold (COGS)
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    • Pricing
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      • Apply to Products
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      • Setting Up Locations
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  • Data and Integrations
    • Using Pakk with Other Systems
      • Pakk Integrated to Legacy Stock System
    • Data Import and Export
      • Export
        • CSV Conventions
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        • Referencing Other Records
        • Test then Commit
        • Advanced
        • Importing Images & Documents
      • Tips and Tricks
    • API
      • Integrations
      • API Keys
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      • Integration Data (Key-Value Store)
      • Exploring API Requests and Responses
      • API Structure
        • Utility Endpoints
        • Generic Entity API
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    • Webhooks
      • Setting Up a Webhook
      • Configuring the Webhook
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      • Testing the Webhook
      • Webhook Execution Log
  • Pakk Services
    • Fulfilled by Pakk (FBP)
      • Overview of the Integration
      • Configuration
      • The FBP Tab
      • Products
      • Orders
      • Purchase Orders/ASNs
      • List Views
    • PakkPay
      • How to Setup PakkPay
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  1. Customers and Sales

Orders

Managing your orders, wherever they come from, is perhaps the single most important day-to-day task you perform within your all-commerce business.

PreviousLeadsNextOrder Sources

Last updated 8 months ago

Pakk is architected to support a wide variety of workflows and makes them simple to reason about, implement and manage.

Getting Started

There's something fundamental you need to know about sales orders (and this applies to purchase orders too) in Pakk. An order encapsulates its invoicing, dispatches and payments.

What do we mean by this? Simply that all invoicing information, the list of dispatches and the list of payments are stored within the order record. Some other commerce and ERP systems create separate records for each invoice, dispatch and payment, so you might be used to that workflow. Just keep in mind that Pakk keeps all this together, under the umbrella of the order.