Orders and the "Do zrobienia" (To do) screen: statuses, decisions, holds and cancellation

What it is for

Zaksio collects orders from sales channels, wholesale and the POS cash register in one list, and the "Do zrobienia" (To do) screen shows how many orders are waiting at each step and what needs your decision. Every change to an order is recorded in an immutable log.

Where to find it in the app

• Menu, group "Sales and logistics": "To do" and "Orders". A manual order is the "New order" button on the list.
• Visible when the company has the warehouse module and sales channels, wholesale or a POS cash register.
• Preview requires the permission to read orders. Action buttons appear with the permission to write orders (salesperson, warehouse worker, administrator, owner). The accountant and the read-only role see the data without buttons.

The "To do" screen

The tiles are in three groups: "Intake and payment" (e.g. "To confirm", "Awaiting payment", "To allocate to warehouse", "Reservations expiring"), "Warehouse and shipping" ("To pick", "Being picked", "To pack", "To ship", "Partially shipped") and "After-sales and sync" ("On hold", "Returns to receive", "Sync errors"). Clicking a tile opens the list with the filter already set. The data refreshes every minute, and the "Refresh" button does it immediately.

• "Needs a decision": orders stopped by the system because it is unclear what to do.
• "Unassigned listings" with the "Assign listings" button and "Proposed MM transfers" with the "Approve in the Team inbox" button.
• The "Reservation mismatch" alert, when more is reserved than is in the warehouse.
• The "Orders on hold" list.

Order list and statuses

On the list you search by number, customer, email and channel number, and filter by status, channel, payment, date, picking warehouse and the "Needs a decision only" field. The payment and warehouse filters work in the browser on the last 200 orders matching the other filters.

The usual path is: "Nowe" (New), "Czeka na płatność" (Awaiting payment), "Potwierdzone" (Confirmed), "Przydzielone" (Allocated), "W kompletacji" (Being picked), "Spakowane" (Packed), "Wysłane" (Shipped), "Dostarczone" (Delivered), "Zakończone" (Completed). Side statuses are "Wstrzymane" (On hold), "Częściowo wysłane" (Partially shipped), "Anulowane" (Cancelled) and "Zwrócone" (Returned). Allowed transitions are enforced by the server in one place, and the buttons in the interface show only what makes sense in a given status.

Manual order step by step

1. Click "New order" and select the "Sales channel" and, optionally, the "Counterparty" (this gives the order its price list, group and trade credit limit).
2. Add items by searching by SKU, name or EAN. The price is suggested from the price list, but you can change it.
3. Fill in "Dostawa i płatność" (Delivery and payment): address, delivery method, shipping cost, payment method and payment status.
4. Click "Save order". A "New" order is created.
5. In the details, click "Confirm order". Items not mapped to catalogue products block confirmation. For prepayment (e.g. bank transfer, BLIK), the order moves to "Awaiting payment" until "Mark as paid".

Most common situations

• Needs a decision: the reason is shown in the "Zamówienie wymaga decyzji" (Order needs a decision) alert, e.g. unmapped items, no allocation rule, a shortage of goods, a shortage found during picking, or an expired reservation. The alert leads to assigning listings or allocation rules.
• Hold: "Wstrzymaj" (Hold) asks for a reason. Reservations stay in place, and "Zwolnij wstrzymanie" (Release hold) returns the order to its previous status. A hold caused by a trade credit limit is described in the article on price lists.
• Cancelling: "Cancel order" (with a reason) releases reservations and cancels open picking tasks. It is possible only before shipment and cannot be undone. After shipment, use a return or "Close remainder".
• Log: the "Timeline" card shows the immutable history (creation, payment, allocation, picking, shipment, returns) with dates.

Invoice for the order

When an order is linked to an issued sales invoice, a "View invoice" button appears in the details and the timeline shows an "Linked to invoice" entry. If that invoice already has a WZ goods issue, the goods are not issued a second time at shipment. You issue the invoice in the sales invoices module.