Who Owns Each Step of an Order¶

Purpose¶

An order is not one job. It is a chain of separate jobs, each owned by a different screen and a different team. This page says which is which, so you do not look for a step on a screen that never owned it.

Who does this¶

Anyone working a job from agreement through to paperwork, who needs to know which screen a step belongs to.

Before you start¶

You have the right account (see Permissions and Access).
The record and date you are working on are correct.
Words you do not know are in the Glossary.

Before you start¶

Search the existing agreements, orders, bookings and broker records before creating anything. Confirm the other party, the reference, the commodity, the unit, the date, the container, and whether the load will be physically weighed.

If you cannot tell whether something already exists, stop. A record that is merely hidden by a filter still exists, and creating a second one causes real trouble.

The chain, in order¶

#	The job	Where it happens	Owning page
1	The agreement with the customer or supplier	Commercial Orders	Creating a Purchase or Sales Agreement
2	Receiving goods in, turning them into stock	Inbound Orders	Receiving an Inbound Purchase
3	Selling and shipping goods out	Outbound Orders	Creating a Sales Order
4	Setting stock aside for an order	Allocation Workbench	Creating a Sales Order
5	Arranging the booking and container	Booking	Printing a Booking Confirmation
6	Weighing the vehicle	Scale Portal	Weighing a Load at the Scale
7	Moving equipment around the yard	Yard Dispatch	Moving Equipment Around the Yard
8	Delivering	Driver	Working a Delivery
9	Packing and documents	Packing	Sending a Packing List by Email
10	Recording the cost	Outbound Cost	Recording the Cost of an Outbound Order
11	Checking the numbers add up	Trade Summary	Reviewing the Daily Reports

Not every order needs every step. A local order with no container, no weighing and no booking stops after step 4.

Two things that are not jobs of their own¶

The schedule board is a view over the inbound and outbound records. It does not hold its own truth. If something is wrong on the schedule, fix it on the record that owns it.
Export brokerage creates its own set of records for you. Do not also create them by hand.

When a document is produced¶

Booking confirmations, packing lists, invoices and weight tickets are all printed from other records. They are outputs, not work.

Printing something does not complete the job that produced it. Before you treat a step as done, go back and check the record that owns it.

Closing a job out¶

Before calling an order finished, check the records that actually apply to it: the agreement, the order and its items, the receipt and stock, the allocation, the booking and container, the weighing, the cost, and the documents.

Then state plainly which of these is true:

Complete — everything that applied is done and checked
Some steps still open — name which ones
Partly checked — name what you could not confirm
Not applicable — name which steps never applied to this order

These are your words, not a status the system stores. Nothing is marked finished by writing it here.

If something goes wrong¶

Situation	What you do
A step is not on the screen I am on	Look up the step in the table above. It belongs to a different record.
Something is missing from a view	It may be filtered out, not absent. Check the owning record.
I am asked to fix it on the schedule	Fix it on the record that owns it. The schedule only reflects it.
A document will not print	Check the record it comes from. The document is only a projection of that.
Export brokerage records appeared by themselves	Expected. Do not create them again.
I cannot tell whether the job is finished	Check the owning records, not the schedule and not the printed document.

Who owns the next step¶

Each step belongs to the team named in its owning page. Nothing here changes who owns what — see The working day, step by step.