Key terms:
Stock Order - A Stock Order in the Supply Chain app is a request used to issue, or dispatch stocked inventory items from supply to an employee, department, or delivery location. It records the items needed, quantity, delivery details, priority, and business justification, and then tracks the request through the full workflow from submission and approval to fulfillment and delivery.
Step 1: Click “Stock Orders”
On the Supply Chain dashboard, click Stock Orders to open the stock order workspace.
Step 2: Select the stock order
On the Stock Orders screen, click the stock order you want to open from the list.
Tip: If you do not see the stock order you need, use the Search Stock Order name or number search bar at the top of the screen to find it quickly.
Step 3: Open the requested items
Click the Items section under Requested items to view ordered items.
Step 4: Confirm the stock order approval status
On the Stock Order screen, review the status indicator at the top of the page.
If the Stock Order stage is shown in green with a green check mark, the stock order has been approved and is ready to move to the Fulfillment stage.
If the Stock Order stage shows a red X, this means the stock order was not approved and will not proceed to fulfillment.
Step 5: Open the fulfillment record
Click Fulfillment under the Dispatch Flow section.
Step 6: Select the fulfillment bin
Click Select bin under Fulfillment bin.
On the Select Fulfillment Bin screen, choose the bin where the approved stock order should move for fulfillment.
Tap the required fulfillment bin from the list, for example Fulfillment Bin 3, to continue with the fulfillment process.
You can also use the Search bin name field at the top of the screen to quickly find a specific bin or use the Filter option to arrow down the available bin list.
Step 7: Open the item to fulfill
On the Items to Fulfill screen, review the list of items included in the stock order.
Each item card displays the item number and description, for example: 16378 • Battery, 12V (1 each). Under the item details, confirm the quantity shown next to Ordered. In this example, the ordered quantity is 2.
Tap the item row or the arrow on the right side of the item card to open the fulfillment details for that item.
If multiple items are listed, select each item that needs to be fulfilled and confirm the ordered quantity before proceeding.
Step 8: Select the item location to fulfill from
On the Select Items to Fulfill screen, choose the stock location that will be used to fulfill the selected item.
Step 9: Open the photos section
On the Attachments screen, upload the required item photo before completing the fulfillment.
Tap Browse in the upload area or select the + icon in the top-right corner of the screen, to choose a photo from your device.
Step 10: Proceed with the fulfillment
Under Dispatch Flow, confirm the related Stock Order shows a green check mark, indicating that the stock order step is complete. Once all required sections are complete, tap Proceed at the bottom of the screen to continue the fulfillment process.
Step 11: Open the delivery record
On the Fulfillment screen, confirm that the fulfillment status has changed to Processed at the top of the page.
Step 13: Add a delivery step
On the Delivery screen, confirm that the delivery status is still shown as Created at the top of the page.
Review the delivery summary to make sure the dispatch details are correct, including the target recipient, delivery method, and fulfillment bin.
Step 14: Select the delivery step type
On the Delivery Step screen, select the type of delivery step that needs to be added.
Tap the Delivery Step dropdown field to open the list of available step types.
Step 15: Complete the final recipient delivery step
On the Delivery step – Final Recipient screen, complete all required delivery information before submitting the delivery step. Review the Final Recipient field and confirm that the correct recipient is selected. In this example, the final recipient is Administrator.
Tip: Complete all sections with a red Asterisk ✳.
Step 18: Download the “Receipt of Goods Received” document
Scroll to the Completed-On section at the bottom of the screen. This section displays the completion date and time of the delivery step.
Tap Download “Receipt of Goods Received” document to download the official receipt for the completed delivery.
This document serves as proof that the items were successfully delivered and received.
Step 19: Confirm the delivery is fully closed
Return to the Delivery screen after completing the final recipient step.
Verify that the delivery status at the top of the page is Delivered with a green check mark. This confirms that the delivery workflow has been completed successfully.
Step 20: Confirm the stock order lifecycle is complete
On the Stock Order screen, review the overall progress and confirm that the stock order has successfully completed all stages.
At the top of the screen, review the process timeline:
Stock Order (Approved) — shown with a green check mark, confirming the order was approved.
Fulfillment (Processed) — shown with a green check mark, confirming the items were successfully fulfilled.
Delivery (Delivered) — shown with a green check mark, confirming the items were delivered to the recipient.
