A status is a claim about where something has got to, not a label someone chose.
Every pill on every list page comes from a fixed set. Nothing is free text, so the same word means the same thing on every screen. This page lists all of them.
This page covers:
- Purchase orders
- Receivings
- Stock transfers
- Orders that are stuck
- Movements in the ledger
- Inventory type and stock mode
Purchase orders
Six statuses, in the order an order usually walks through them.
| Status | What it means | What usually comes next |
|---|---|---|
| Draft | Being written. Nothing has been committed to the supplier. | Someone with approval rights authorises it. |
| Authorised | Approved and sent. The supplier owes you these goods. | The goods ship, or you record a delivery against it. |
| Incoming | Goods are on their way and expected. | The first delivery arrives and is recorded. |
| Partial | Some lines arrived, some are still outstanding. | The balance arrives, or you close the order short. |
| Received | Every line has been delivered in full. | Costing, then the order rests. |
| Closed | Deliberately finished, whether or not everything arrived. | Nothing. It can be reopened if the balance turns up. |
Closing is a decision, not an accident. Use it when a supplier will never send the rest and you want the order off the open list. See Close or reopen an order.
Receivings
A receiving is one delivery. It carries four statuses, and the wording matters because stock and money move at different moments.
| Status | What it means | What usually comes next |
|---|---|---|
| Awaiting post | Submitted and being written to stock. A brief in-between state. | It becomes Received on its own, within seconds. |
| Received | The units are on the books at the location you chose. | Costing, once the supplier invoice arrives. |
| Costed | Someone has decided what these units cost, and unit costs are updated. | Nothing. The delivery is complete. |
| Rejected | The delivery record was refused and did not post to stock. | It is corrected and recorded again. |
Received and Costed are two separate milestones on purpose. Stock counts as arrived the moment it is submitted, so a missing invoice never holds up the warehouse. See Cost a receiving.
Stock transfers
A transfer moves units between two of your own locations.
| Status | What it means | What usually comes next |
|---|---|---|
| Draft | Being planned. Nothing has left anywhere. | It is packed. |
| Packed | The box is made up and ready to go. | It is dispatched and goes in transit. |
| In transit | Units have left the source and have not arrived yet. | The receiving location confirms them in. |
| Received | The destination has confirmed the units. | The transfer settles as completed. |
| Completed | Done, with the same quantities out and in. | Nothing. |
| With discrepancies | Confirmed, but fewer or more units arrived than were sent. | Someone investigates the gap and adjusts. |
| Cancelled | Called off. No stock moved. | Nothing. |
With discrepancies is not an error state. It is an honest record that the box did not match the note, and it is a better outcome than a quiet correction. See Confirm a transfer in.
Orders that are stuck
A sales order is stuck when something blocks it from being fulfilled cleanly. The reason pill names the blockage.
| Reason | What it means | What usually comes next |
|---|---|---|
| Missing SKU | The order contains a product code this app does not know. | Create the product, or map the code to an existing one. |
| Out of stock | The order needs more units than are available. | Receive, assemble or transfer stock in, or refund the line. |
| Split shipment | The order shipped in parts, and the parts do not reconcile. | Match each shipment to its lines, then close it out. |
| Sync error | A message to or from the store failed. | Fix the cause the error names, then retry it. |
| Awaiting Shopify | The store has not confirmed fulfilment back yet. | It clears itself once the store responds. |
Awaiting Shopify usually needs nothing from you. The other four do. See An order is stuck.
Movements in the ledger
Every change to a stock number is one ledger entry with a type. These are the types you will see in a product's movement history, and whether each one adds or removes units.
| Movement | Shown as | Effect |
|---|---|---|
receive | Stock received | Adds — a delivery was recorded |
receive_reversal | Receiving reversed | Removes — a delivery was undone |
sale | Order fulfilled | Removes — goods left for a customer |
sale with a refund source | Order refunded | Adds — a fulfilment was reversed |
adjust | Stock count applied, or Manual adjustment | Either — a count or a correction |
manual_count | Opening count set | Adds — the first count of a product |
transfer_out | Transfer out | Removes — units left one of your locations |
transfer_in | Transfer in | Adds — units arrived at another |
assemble_out | Assembly consumed | Removes — components went into a build |
assemble_in | Assembly completed | Adds — finished units came out of a build |
production_out | Components consumed | Removes — material used in a production run |
production_in | Produced | Adds — a production batch was recorded |
consign_out | Consignment sent | Removes — material sent to an outside supplier |
consign_in | Consignment returned | Adds — worked material came back |
write_off | Stock written off | Removes — damaged, expired or lost |
manual_close | Stuck order closed | Removes — a stuck order was settled by hand |
No entry is ever edited or deleted. A mistake is corrected by adding an opposing entry, so the history keeps both. See The stock ledger.
Inventory type and stock mode
These two sit on the product itself. They are independent: any type can pair with any mode.
Inventory type decides whether the product has a recipe and holds stock.
| Type | What it means | What usually comes next |
|---|---|---|
| Physical | A raw material or a standalone finished good. Holds its own stock, has no recipe. | Buy it, receive it, sell it. |
| Assembled | Has a bill of materials. Components are consumed when it is built. | Build the recipe, then assemble to order or in batches. |
| Service | Intangible work from a supplier. Never enters stock. | Order it on a purchase order and mark it delivered. |
Stock mode decides what happens when stock reaches zero.
| Mode | What it means | What usually comes next |
|---|---|---|
| Ready stock | Stock must exist before it can be sold. Zero means unsellable. | Reorder before it runs out. |
| On demand | No stock is held. It is made, assembled or printed once an order arrives. | Production or assembly is triggered per order. |
| Hybrid | Sell from stock first, then keep selling by making to order at zero. | Both, depending on the day. |
See Product types and stock modes for how to choose between them.
Explore
Glossary. Every term in one alphabetical list, with links to the article that explains each one. Learn more →
Words we use. Why some obvious-looking words are deliberately absent from these screens. Learn more →
An order is stuck. What to actually do about each of the five stuck reasons. Learn more →