Who is looking at this order
The story of order 10428
Dana confirms an ordinary order; nothing needs a manager, and the warehouse has its pick list within the minute.
Northgate asks for 12%; that is above Dana's authority, so the request goes to Maya with its reason.
Maya approved 12% on Tuesday; the order was picked, shipped and invoiced, each step its own record.
Northgate returns 11 shelving units; Ahmad restocks ten, refuses one damaged, and the credit follows the invoice line.
The return here is designed intent; how returned goods are inspected and dispositioned is still being decided.
Confirming a standard order
Order
- Customer
- Northgate SupplyCUST-0217
- Terms
- Net 30
- Discount
- 0%no approval needed
- Warehouse
- Main
- Delivery
- Thursday 17 Septembercustomer collects at Main
- Amount
- USD 6,274.50before 5% tax
Items
| Item | Qty | Unit | Amount |
|---|---|---|---|
| Steel shelving unit, five tier | 40 | 86.00 | 3,440.00 |
| Pallet jack, 2.5 tonne | 6 | 412.00 | 2,472.00 |
| Bin labels, roll of 500 | 25 | 14.50 | 362.50 |
| Subtotal | 6,274.50 |
WarehouseMain picks tomorrow. Northgate collects Thursday.
History
- 09:10Order entered · Dana
- 09:14Customer account within limit · automatic
- 09:14Confirmed · Dana
- 09:14Released to Main · automatic
Not needed hereWarehouse locationsApproval policyAccounting
Pick task 2381 · order 10428
Pick list
| Item | Location | Qty | On hand |
|---|---|---|---|
| Steel shelving unit, five tier | Aisle 4 · bay 12 · level 1 | 40 | 48 |
| Pallet jack, 2.5 tonne | Aisle 9 · bay 2 · level 0 | 6 | 9 |
| Bin labels, roll of 500 | Aisle 1 · bay 7 · level 3 | 25 | 240 |
| 3 lines · path aisle 4 → 9 → 1 | 71 |
Task
- Order
- 10428 · Northgate Supply
- Warehouse
- done Main · released 09:14
- Progress
- 0 of 3 lines0 of 71 units
- Packing
- 2 pallets · 6 jacks · 1 cartonabout 1,480 kg
- Collection
- Thursday 17 SeptemberNorthgate truck · dock 2 · 09:00
CustomerStandard packing. Northgate collects at dock 2.
History
- 09:14Released to Main · automatic
- 09:15Pick task 2381 created · automatic
Not needed herePrices and termsDiscountsFinance
No decisions waiting
Needs judgment
- Order 10428
- Within policy0% discount · Sales authority 10%
- Waiting on you
- Nothingas of 09:14
Team this week
- Orders confirmed
- 11this week · all within authority
- Exceptions
- 0
- Deliveries this week
- 7as of Tuesday 09:14
Order 10428
Confirmed by Dana 09:14, released to Main.
History
- 09:14Confirmed and released · Dana; automatic
Not needed hereItem linesWarehouse locationsAccounting
Nothing to record yet
Customer account
- Customer
- Northgate SupplyCUST-0217
- Terms
- Net 30
- Open balance
- USD 0.00
- Credit limit
- USD 25,000.00
- Credit available
- USD 18,411.77this order included, with tax
- Paid within terms
- 12 of 12 invoices
This order
- Committed
- USD 6,274.506,588.23 with tax · not a receivable
- Invoice
- At shipment
- Books
- Nothing recorded yet
AccountingRevenue and the receivable are recorded when the invoice is issued.
History
- 09:14Customer account within limit · automatic
- 09:14Confirmed · Dana
Not needed hereWarehouse locationsPick progressDiscount authority
Waiting on Maya's decision
Revision
- Requested
- needs attention 12% discountabove your authority of 10%
- With
- Maya · since 10:22decision expected today
- If approved
- USD 5,521.56
- Reason
- Monthly repeat order from October
- Warehouse
- Waitingnothing has moved
Items
| Item | Qty | Unit | Amount |
|---|---|---|---|
| Steel shelving unit, five tier | 40 | 86.00 | 3,440.00 |
| Pallet jack, 2.5 tonne | 6 | 412.00 | 2,472.00 |
| Bin labels, roll of 500 | 25 | 14.50 | 362.50 |
| Version 1 until the revision is decided | 6,274.50 |
Order
- Customer
- Northgate SupplyCUST-0217
- Terms
- Net 30
- Delivery
- Thursday 17 Septemberstill requested
History
- 10:20Revision entered: 12% · Dana
- 10:22Sent to Maya · above authority
- 10:22Warehouse release on hold
Not needed herePolicy tableMaya's optionsMargin
Order 10428 on hold
Task
- Order
- 10428 · Northgate Supply
- Status
- on hold On hold since 10:22commercial revision under review
- With
- Salesresumes when Sales decides
- Progress
- 0 of 3 linesnothing has moved
- Stock
- Allocated, not picked8 · 3 · 215 still available
Your queue
- Next
- Order 10433 · 5 linesdock 1 · 15:00 · as of 10:22
- Then
- Order 10441 · 12 linesdock 1 · tomorrow
- Inbound
- Steelworks delivery 14:00dock 3 · 4 pallets
Pick list
| Item | Location | Qty | On hand |
|---|---|---|---|
| Steel shelving unit, five tier | Aisle 4 · bay 12 · level 1 | 40 | 48 |
| Pallet jack, 2.5 tonne | Aisle 9 · bay 2 · level 0 | 6 | 9 |
| Bin labels, roll of 500 | Aisle 1 · bay 7 · level 3 | 25 | 240 |
| 3 lines | 71 |
History
- 10:22Release put on hold · automatic
Not needed herePrices and termsThe reason for the revisionFinance
One decision to make
Decision
- Requested by
- Dana, Sales · 10:20
- Proposed
- needs attention 12% · USD 752.94on USD 6,274.50
- Boundary
- Sales 10% · you 20%above 20% goes to the owner
- Reason
- Monthly repeat order from October
- Customer
- 12 orders in 12 monthsall paid within terms
- Your options
- Approve · other rate · declinerecorded with your reason
Effect
- If approved
- USD 5,521.56revision applied, release resumes
- If declined
- USD 6,274.50price unchanged, release resumes
- Margin
- 20.7% if approved30.2% at list price
- Warehouse
- on hold On hold since 10:22nothing has moved
- Waiting
- Since 10:22
Items
| Item | Qty | Unit | Amount |
|---|---|---|---|
| Steel shelving unit, five tier | 40 | 86.00 | 3,440.00 |
| Pallet jack, 2.5 tonne | 6 | 412.00 | 2,472.00 |
| Bin labels, roll of 500 | 25 | 14.50 | 362.50 |
| Reference | 6,274.50 |
History
- 10:20Revision entered: 12% · Dana
- 10:22Review requested · automatic
- 10:22Release on hold · automatic
Not needed hereWarehouse locationsAccountingFull order form
Reading the money effect
Money effect
- Reference
- USD 6,274.50
- If approved
- USD 5,521.5612% · USD 752.94 less
- Invoice
- Not issuedissued at shipment
- Books
- Unchangeduntil a decision and a shipment
Customer account
- Open balance
- USD 0.00
- Credit limit
- USD 25,000.00
- Paid within terms
- 12 of 12 invoices
- Terms
- Net 30
- Credit available
- USD 18,411.77unchanged until a decision
NoteThe decision is Maya's. Finance records what follows.
History
- 10:20Revision entered: 12% · Dana
- 10:22Sent to Maya for review
Not needed hereMaya's optionsWarehouse workItem locations
Sending the revised confirmation
Order
- Customer
- Northgate SupplyCUST-0217
- Discount
- done 12%version 2 · approved by Maya · Tuesday 10:42
- Amount
- USD 5,521.56before 5% tax
- Shipped
- done Thursday 09:30shipment 7702
- Invoice
- done 5581 · issued 09:31USD 5,797.64 with tax
Items
| Item | Qty | Unit | Amount |
|---|---|---|---|
| Steel shelving unit, five tier | 40 | 86.00 | 3,440.00 |
| Pallet jack, 2.5 tonne | 6 | 412.00 | 2,472.00 |
| Bin labels, roll of 500 | 25 | 14.50 | 362.50 |
| After 12% discount | 5,521.56 |
Repeat order
Northgate reorders monthly from October, the same three lines.
History
- Tue 10:42Approved 12% · Maya
- Wed 14:10Picked 3 of 3 · Ahmad
- Thu 09:30Shipped · shipment 7702 · Ahmad
- Thu 09:31Invoice 5581 issued
Not needed hereApproval reasoningWarehouse locationsAccounting entries
Shipped Thursday 09:30
Task 2381
- Picked
- done 3 of 3 lines · 71 unitsWednesday 14:10
- Packed
- 2 pallets · 6 jacks · 1 carton1,492 kg weighed · Wednesday 14:25
- Collected
- done Thursday 09:30 · dock 2Northgate truck
- Shipment
- 7702signed by the driver on the handheld
Your queue
- Now
- Order 10436 · 2 linesdock 1 · 11:00 · as of 09:31
- Today
- 5 tasks · 1 cycle count
- Inbound
- Inbound delivery 15:30dock 3 · 2 pallets
Pick list
| Item | Location | Qty | Picked |
|---|---|---|---|
| Steel shelving unit, five tier | Aisle 4 · bay 12 · level 1 | 40 | 40 |
| Pallet jack, 2.5 tonne | Aisle 9 · bay 2 · level 0 | 6 | 6 |
| Bin labels, roll of 500 | Aisle 1 · bay 7 · level 3 | 25 | 25 |
| 3 lines | 71 | 71 |
History
- Wed 14:10Picked · Ahmad
- Wed 14:25Packed · 9 handling units
- Thu 09:30Collected · shipment 7702
Not needed hereInvoicePricesFinance
Decision recorded
Decision
- Decision
- done Approved 12%Maya · Tuesday 10:42
- Reason
- Monthly repeat order; margin acceptable
- Effect
- Revision applied · release resumedeach recorded on its own
- Since then
- done Picked, shipped, invoicedwithout you
Queue
- Waiting on you
- Nothingas of Thursday 09:31
- Decided this week
- 3
Order
- Amount
- USD 5,521.56
- Shipped
- Thursday 09:30
- Invoice
- 5581 · due 17 October
History
- Tue 10:42Approved 12% · Maya
- Tue 10:42Revision applied; release resumed · automatic
- Thu 09:31Invoice 5581 issued
Not needed hereItem locationsJournal entriesFull order form
Invoice 5581 posted
Invoice 5581
- Issued
- done Thursday 09:31on shipment 7702
- Amount
- USD 5,797.64goods 5,521.56 + 5% tax 276.08
- Due
- 17 OctoberNet 30
- Posted
- done 17 Septemberrevenue, tax and receivable
- Shipment posting
- Cost of sales 4,380.00inventory relieved Thursday 09:30
Posting
| Account | Debit | Credit |
|---|---|---|
| Trade receivables | 5,797.64 | |
| Sales revenue | 5,521.56 | |
| Tax payable | 276.08 | |
| Balanced | 5,797.64 | 5,797.64 |
Customer account
- Open balance
- USD 5,797.64invoice 5581, not yet due
- Credit available
- USD 19,202.36
- Paid within terms
- 12 of 12 invoices
History
- Thu 09:30Shipped · cost of sales 4,380.00 posted
- Thu 09:31Invoice 5581 issued
- Thu 09:31Revenue, tax and receivable posted
Not needed herePick locationsApproval reasoningOrder form
Return 771: ten credited, one refused
Return 771
- Against
- Invoice 5581 · line 1order 10428
- Returned
- 11 × shelving unit, five tierover-ordered
- Accepted
- 10 of 11 · Thursday 10:35one damaged unit refused · Northgate collects Friday
- Credit note
- done 612 · USD 794.64for 10 units · checked by Maya · issued 14:05
- Northgate now owes
- USD 5,003.00due 17 October, unchanged
- Still returnable
- 30 of 4040 shipped · 10 accepted back
Credited line
| Item | Qty | Unit | Credit |
|---|---|---|---|
| Steel shelving unit, five tier | 10 | 86.00 | 860.00 |
| After 12% discount · before 5% tax | 756.80 |
Control
Receiving may refuse damaged goods, with evidence; no approval needed. Rule published 3 March 2026; a second person checked the credit note.
History
- Wed 11:40Return 771 entered · Dana
- Thu 10:35Accepted 10 · 1 refused · Ahmad
- Thu 13:58Credit note 612 checked · Maya
- Thu 14:05Credit note 612 issued · Omar
Not needed hereWarehouse locationsStock costAccounting entries
Return 771: 10 accepted, 1 refused
Return received
- Return
- 771 · Northgate Supplyagainst shipment 7702
- Expected
- 11 × shelving unit, five tierdock 3 · Northgate truck · 10:20
- Counted
- 11 of 1110:22 · carton 7 held for inspection
- Inspection
- needs attention Carton 7 damaged · refuseddented rails · photo · held at dock 3
- Accepted
- done 10 back in stock · restock10:35
- Put away
- Aisle 4 · bay 12 · level 110:41 · 18 in this bin
Your queue
- Now
- Order 10452 · 4 linesdock 1 · 14:30 · as of 14:05
- Today
- 6 tasks · 1 return · 1 held
- Inbound
- Steelworks delivery 15:00dock 3 · 3 pallets
- Held for collection
- needs attention 1 × shelving unit · Northgatedock 3 · return 771 · Friday's collection
Customer
Northgate over-ordered; the refused unit is theirs, collected Friday by their driver.
History
- Thu 10:20Return 771 arrived · dock 3
- Thu 10:22Counted 11 · carton 7 held for inspection
- Thu 10:35Inspected · 10 accepted · 1 refused, damaged
- Thu 10:41Put away 10 · aisle 4 · bay 12
- Thu 10:43Refused unit to dock 3 · Northgate
Not needed hereCredit amountPricesFinance
One credit note checked
Needs judgment
- Credit note 612
- done Checked by you 13:58USD 794.64 · 10 units accepted, 1 refused
- Rule
- A second person checks credit notesnot the maker · 3 March 2026 · owner approved
- Waiting on you
- Nothingas of Thursday 14:05
Team this month
- Returns
- 2both credited · one refused · as of 14:05
- Decisions
- 15
- Exceptions open
- 0
Order 10428
Ahmad accepted ten, refused one; you checked the credit; Omar issued it.
History
- Wed 11:40Return 771 entered · Dana
- Thu 13:52Credit note 612 prepared · Omar
- Thu 13:58Credit note 612 checked · Maya
- Thu 14:05Credit note 612 issued · Omar
Not needed hereItem linesWarehouse locationsAccounting
Credit note 612 issued
Credit note 612
- Against
- Invoice 5581 · line 1the original invoice line, unchanged
- Goods
- 756.8010 × 86.00 less 12% · 1 unit refused
- Tax
- 37.845%, as invoiced
- Total
- done USD 794.64issued 14:05 · nothing refunded
- Checked
- Maya · 13:58rule since 3 March 2026 · not the maker
- Posted
- done 24 Septemberrevenue, tax and receivable
Posting
| Account | Debit | Credit |
|---|---|---|
| Sales revenue | 756.80 | |
| Tax payable | 37.84 | |
| Trade receivables | 794.64 | |
| Balanced | 794.64 | 794.64 |
Stock posting
- Inventory
- 600.00 restored10 at the cost they left at, 60.00
- Cost of sales
- 600.00 credited backwhen the goods were accepted · 10:35
Customer accountOpen balance: USD 5,003.00 · invoice 5581 · due 17 OctoberCredit available: USD 19,997.00
History
- Thu 10:35Return accepted · stock restored 600.00
- Thu 13:52Credit note 612 prepared · Omar
- Thu 13:58Credit note 612 checked · Maya
- Thu 14:05Credit note 612 issued · applied to 5581
Not needed herePick locationsInspection detailOrder form
- What order 10428 set in motion
- Order
- Pick
- Ship
- Invoice
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Pick
- Ship
- Return
- What order 10428 set in motion
- Order
- Pick
- Ship
- Invoice
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Ship
- Invoice
- Accounting
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Pick
- Ship
- Invoice
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Pick
- Ship
- Return
- What order 10428 set in motion
- Order
- Pick
- Ship
- Invoice
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Ship
- Invoice
- Accounting
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Pick
- Ship
- Invoice
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Pick
- Ship
- Return
- What order 10428 set in motion
- Order
- Pick
- Ship
- Invoice
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Ship
- Invoice
- Accounting
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Pick
- Ship
- Invoice
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Pick
- Ship
- Return
- What order 10428 set in motion
- Order
- Pick
- Ship
- Invoice
- Return
- Credit note
- Payment
- What order 10428 set in motion
- Order
- Ship
- Invoice
- Accounting
- Return
- Credit note
- Payment
An approval never ships or posts anything by itself. Each step here is its own record.
Interactive product concept · illustrative data