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generator","\u002Fdevelopers\u002Fcore-api\u002Fadministration\u002Fpdf-generator","6.developers\u002F5.core-api\u002F09.administration\u002F12.pdf-generator",{"id":489,"title":74,"body":490,"description":865,"extension":866,"links":867,"meta":868,"navigation":869,"path":75,"reference":27,"seo":870,"sitemap":871,"stem":76,"__hash__":872},"docs\u002F2.guides\u002F09.orders-and-shipments.md",{"type":491,"value":492,"toc":847},"minimark",[493,497,501,504,517,520,524,531,534,537,598,601,605,608,612,696,709,713,716,719,722,725,752,756,763,769,772,782,786,789,817,821],[494,495,496],"p",{},"A sales order records a sale to a customer. Ownership of the goods changes, and the business earns revenue. Orders come from a connected sales channel, from the API, or from a person in the portal.",[498,499,316],"h2",{"id":500},"customers",[494,502,503],{},"A customer record holds the name, the addresses, and the contacts of a buyer. You can also add:",[505,506,507,511,514],"ul",{},[508,509,510],"li",{},"attachments, for example a signed contract",[508,512,513],{},"free-form metadata",[508,515,516],{},"activity traces, which are a dated history of notes and events",[494,518,519],{},"Each customer has KPI metrics: the total number of orders, the total revenue, the total number of deliveries, the fulfilment cost, and the rank of the customer by revenue.",[521,522,320],"h3",{"id":523},"customer-groups",[494,525,526,527,530],{},"A customer group collects customers that get the same treatment. An example is \"Trade\" or \"Wholesale\". Assign a price list to a group to give the group its own prices. Read ",[528,529,39],"a",{"href":40},".",[498,532,324],{"id":533},"sales-channels",[494,535,536],{},"A sales channel is a place where you sell. Each channel has a kind:",[538,539,540,553],"table",{},[541,542,543],"thead",{},[544,545,546,550],"tr",{},[547,548,549],"th",{},"Kind",[547,551,552],{},"Example",[554,555,556,568,578,588],"tbody",{},[544,557,558,565],{},[559,560,561],"td",{},[562,563,564],"code",{},"Direct",[559,566,567],{},"An order that a person enters in the portal.",[544,569,570,575],{},[559,571,572],{},[562,573,574],{},"PointOfSale",[559,576,577],{},"A till in a shop.",[544,579,580,585],{},[559,581,582],{},[562,583,584],{},"Online",[559,586,587],{},"A web store, for example Shopify or WooCommerce.",[544,589,590,595],{},[559,591,592],{},[562,593,594],{},"Marketplace",[559,596,597],{},"A marketplace, for example Amazon.",[494,599,600],{},"Each channel can have a default location. An order from the channel starts at that location.",[498,602,604],{"id":603},"sales-orders","Sales orders",[494,606,607],{},"An order has a customer, an origin location, a sales channel, a currency, a destination address, and items. It can also have a customer purchase order number, billing data, a payment method, and metadata.",[521,609,611],{"id":610},"order-status","Order status",[538,613,614,624],{},[541,615,616],{},[544,617,618,621],{},[547,619,620],{},"Status",[547,622,623],{},"Meaning",[554,625,626,636,646,656,666,676,686],{},[544,627,628,633],{},[559,629,630],{},[562,631,632],{},"New",[559,634,635],{},"The order arrived.",[544,637,638,643],{},[559,639,640],{},[562,641,642],{},"PendingCollection",[559,644,645],{},"The goods wait for collection.",[544,647,648,653],{},[559,649,650],{},[562,651,652],{},"PendingDelivery",[559,654,655],{},"The goods are on the way to the customer.",[544,657,658,663],{},[559,659,660],{},[562,661,662],{},"Complete",[559,664,665],{},"The customer received the goods.",[544,667,668,673],{},[559,669,670],{},[562,671,672],{},"Cancelled",[559,674,675],{},"The order stopped.",[544,677,678,683],{},[559,679,680],{},[562,681,682],{},"PendingReturn",[559,684,685],{},"The customer asked to return goods.",[544,687,688,693],{},[559,689,690],{},[562,691,692],{},"Returned",[559,694,695],{},"The goods came back.",[494,697,698,699,701,702,704,705,708],{},"You can set the status to ",[562,700,662],{}," or ",[562,703,672],{}," with a ",[562,706,707],{},"PATCH"," request. The shipment progress sets the other statuses.",[521,710,712],{"id":711},"comments-attachments-and-traces","Comments, attachments, and traces",[494,714,715],{},"Each order has comments from your team, attachments, and an activity trace. Use them to keep the history of the order in one place.",[498,717,333],{"id":718},"shipments",[494,720,721],{},"A shipment is a group of order items that move together. One order can have more than one shipment. For example, you can send the chilled items separately from the dry items.",[494,723,724],{},"To create a shipment for an order, give the items that it carries. If you give no items, Miridia puts all the items that have no shipment into the new shipment. You can change the items of a shipment later. The shipment keeps its id and its code.",[494,726,727,728,731,732,731,735,738,739,742,743,731,746,738,749,530],{},"A shipment has a fulfilment type: ",[562,729,730],{},"Package",", ",[562,733,734],{},"Pallet",[562,736,737],{},"Container",", or ",[562,740,741],{},"Miscellaneous",". It also has a service level, for example ",[562,744,745],{},"Standard",[562,747,748],{},"Express",[562,750,751],{},"SameDay",[498,753,755],{"id":754},"miridia-and-cargopilot","Miridia and Cargopilot",[494,757,758,762],{},[759,760,761],"strong",{},"Miridia owns the shipment record",": what moves, from where, to where, and the status.",[494,764,765,768],{},[759,766,767],{},"Cargopilot owns the shipment execution."," Cargopilot is the logistics product of Miridia. It does carrier quotations and booking, waybills, labels, tracking, route planning, fleet management, and customs work. Miridia gives Cargopilot a shipment. Cargopilot does the logistics work and writes the status back.",[494,770,771],{},"Through this link, Miridia can request carrier quotations for a shipment and show the selected quotation on the record.",[773,774,779],"card",{"icon":775,"target":776,"title":777,"to":778},"i-lucide-external-link","_blank","Cargopilot","https:\u002F\u002Fcargopilot.net",[494,780,781],{},"Read about carriers, routes, fleets, labels, and customs on the Cargopilot site.",[498,783,785],{"id":784},"notifications-and-workflows","Notifications and workflows",[494,787,788],{},"Miridia tells the business about a new order from a sales channel, and about an order that is complete or cancelled. It does not send a notification for an order that a person entered, because that person already knows about it.",[494,790,791,792,731,795,731,798,731,801,731,804,731,807,810,811,814,815,530],{},"Workflows can start on these triggers: ",[562,793,794],{},"OnOrderCreated",[562,796,797],{},"OnOrderUpdated",[562,799,800],{},"OnOrderStatusChanged",[562,802,803],{},"OnOrderItemCreated",[562,805,806],{},"OnOrderItemUpdated",[562,808,809],{},"OnOrderItemDeleted",", and ",[562,812,813],{},"OnOrderDeleted",". Read ",[528,816,417],{"href":123},[498,818,820],{"id":819},"api-reference","API reference",[505,822,823,827,831,835,839,843],{},[508,824,825],{},[528,826,312],{"href":313},[508,828,829],{},[528,830,316],{"href":317},[508,832,833],{},[528,834,320],{"href":321},[508,836,837],{},[528,838,324],{"href":325},[508,840,841],{},[528,842,333],{"href":334},[508,844,845],{},[528,846,386],{"href":387},{"title":848,"searchDepth":849,"depth":850,"links":851},"",1,2,[852,856,857,861,862,863,864],{"id":500,"depth":850,"text":316,"children":853},[854],{"id":523,"depth":855,"text":320},3,{"id":533,"depth":850,"text":324},{"id":603,"depth":850,"text":604,"children":858},[859,860],{"id":610,"depth":855,"text":611},{"id":711,"depth":855,"text":712},{"id":718,"depth":850,"text":333},{"id":754,"depth":850,"text":755},{"id":784,"depth":850,"text":785},{"id":819,"depth":850,"text":820},"Manage customers, sales channels, and sales orders. Split an order into shipments, and send the logistics work to Cargopilot.","md",null,{},{"icon":77},{"title":74,"description":865},{"loc":75},"cOhzWwrvnl98XwRX_XJANFT5BRPI49UXQF-ytZq8X-w",[874,876],{"title":69,"path":70,"stem":71,"description":875,"icon":72,"children":-1},"Define how a product is made, run work orders, and post the real material use and output into inventory with a unit cost.",{"title":79,"path":80,"stem":81,"description":877,"icon":82,"children":-1},"Understand organisations and businesses, add a business, and learn how master and sub-businesses share data.",1790689636563]