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How to process orders

Select Orders in the menu. It opens onto the tabs that track your customers' orders through to delivery.

The All Orders list, with order number, delivery date, customer, status and payment columns

  • All Orders — everything, whatever its status. Use the search box and the column filters to narrow it down.
  • Next Deliveries — orders due on your next delivery day.
  • Warehouse — the pick and pack floor (below).
  • Imported Orders — orders that arrived by email and have been read into Open Pantry, waiting to be confirmed.
  • Credits — credit requests, credit notes and refunds.

Select any order line to open it and see its contents, delivery details and status.

Picking and packing

Select Warehouse to open Pick & Pack. Rather than moving orders one at a time, orders are grouped into waves — a batch of orders picked together.

The Pick and Pack screen showing active waves, pickers on the floor, and order status tabs

  • The counters across the top show active waves, how many are picking versus packing, pickers on the floor, and orders due today.
  • The tabs — All Orders, Unallocated, All Waves, Being Picked, Packing, Delivery — show where each order has got to.
  • Pick Sheet prints what the floor needs.
  • Operations dashboard gives the wider view across the day.

Note: this replaces the older Next Delivery → Picking → Packing sequence, where each order was confirmed "Ready for Picking" individually.