Creating Transactions

How to create purchase orders, transfers, and production orders

Creating Transactions

This guide walks you through creating each type of transaction in Tether, from drafts to submitted orders.

Creating from Supply Plan

The easiest way to create transactions is from system recommendations:

1. Go to Supply Plan

   Navigate to Inventory → Supply Plan

2. Review Recommendations

   Look at system-recommended orders

3. Create Draft

   Click Create Draft on a recommendation

4. Review and Submit

   Review the pre-filled draft and submit

See Supply Plan for details on working with recommendations.

Creating Manually

Creating a Purchase Order

1. Start New Transaction

   Go to Transactions → Click Create → Select Purchase Order

2. Select Supplier

   Choose the supplier for this order:

   • Use search to find supplier
   • See supplier’s configured lead time
   • Review terms and conditions
3. Select Destination

   Choose which warehouse will receive the order

4. Add Line Items

   Add products to order:

   Field	Description
   SKU	Search and select product
   Quantity	How many to order
   Unit Cost	Price per unit (may auto-fill from supplier)
   Expected Date	When you expect delivery

5. Review Totals

   Check order summary:

   • Total units
   • Total cost
   • Expected delivery dates
6. Save or Submit

   • Save as Draft: Keep for later review
   • Submit: Send order to processing

Creating a Transfer Order

1. Start New Transaction

   Go to Transactions → Click Create → Select Transfer Order

2. Select Source Warehouse

   Choose where inventory will come from:

   • See available inventory
   • Check current stock levels
3. Select Destination Warehouse

   Choose where inventory will go

4. Add Line Items

   Add products to transfer:

   Field	Description
   SKU	Search and select product
   Quantity	How many to transfer
   Available	Shows available at source

5. Set Expected Dates

   • Ship Date: When transfer will leave source
   • Arrival Date: When expected at destination
6. Save or Submit

   Save as draft or submit to start transfer

You cannot transfer more than available inventory. The system will warn you if quantity exceeds availability.

Creating a Production Order

1. Start New Transaction

   Go to Transactions → Click Create → Select Production Order

2. Select Product to Produce

   Choose the finished good to manufacture:

   • Must have a BOM configured
   • See component requirements
3. Select Warehouse

   Choose where production will occur

4. Set Quantity

   Enter how many units to produce:

   • System calculates component needs
   • Shows component availability
5. Review Components

   Verify component requirements:

   Component	Qty Needed	Available	Status
   Part A	100	500	✓ OK
   Part B	50	45	⚠ Short

6. Set Dates

   • Start Date: When production begins
   • Completion Date: Expected finish date
7. Save or Submit

   Save as draft or submit to start production

Working with Drafts

What is a Draft?

A draft is a saved transaction that hasn’t been submitted yet. Use drafts to:

• Prepare orders for review
• Build orders over time
• Get approval before submitting

Editing Drafts

1. Go to Transactions
2. Filter to “Draft” status
3. Click on the draft to open
4. Make changes
5. Save or Submit

Draft Actions

Action	Description
Edit	Modify any field
Submit	Start order processing
Delete	Remove the draft
Duplicate	Copy to create similar order

Adding Line Items

Individual Item Add

1. Click Add Line Item
2. Search for SKU
3. Enter quantity
4. Enter cost (for POs)
5. Set dates if different from header

Bulk Add

For multiple items:

1. Click Bulk Add
2. Either:
   • Paste from spreadsheet
   • Import from file
   • Select from list
3. Review and confirm

Line Item Fields

Field	PO	Transfer	Production
SKU	✓	✓	Auto (from BOM)
Quantity	✓	✓	✓
Unit Cost	✓	-	-
Expected Date	✓	✓	✓

Validation

Tether validates transactions before submission:

Purchase Order Validation

Check	Requirement
Supplier	Must be selected
Destination	Warehouse required
Line Items	At least one item
Quantities	Must be positive

Transfer Validation

Check	Requirement
Source	Must be selected
Destination	Different from source
Availability	Sufficient inventory
Quantities	Positive and within available

Production Validation

Check	Requirement
Product	Must have BOM
Components	All available
Warehouse	Must be selected
Quantity	Positive

Submitting Transactions

What Happens on Submit

When you submit a transaction:

1. Validation runs
2. Status changes to “In Progress”
3. Inventory is affected:
   • PO: No immediate impact
   • Transfer: Source inventory committed
   • Production: Components reserved
4. Steps are created
5. Notifications sent (if configured)

Submit Options

Option	Behavior
Submit	Standard submission
Submit & Create Another	Submit and open new form

Best Practices

Verify Before Submit

Always review before submitting:

• Correct supplier/warehouse
• Quantities are right
• Costs are accurate
• Dates are reasonable

Use Drafts for Review

Create drafts when:

• Order needs approval
• Waiting for information
• Building complex orders

Check Availability

For transfers and production:

• Verify source inventory
• Consider committed quantities
• Plan for safety stock

Document Special Instructions

Add notes for:

• Supplier instructions
• Shipping requirements
• Special handling

Common Issues

Can’t Submit - Validation Error

Possible issues:

• Missing required fields
• Invalid quantities
• Insufficient inventory (transfers)

Solution: Review error messages and fix highlighted fields

Supplier Not Available

Possible issues:

• Supplier not configured for SKU
• Supplier is inactive

Solution: Check supplier capabilities in supplier settings

Component Shortage

For production orders:

• Not enough components available
• Components committed to other orders

Solution: Create purchase orders for components first, or reduce production quantity

Next Steps

Transaction Details

Navigate transaction detail pages

Workflow

Understand the transaction lifecycle

Supply Plan

Create from recommendations

Suppliers

Configure supplier information