Order Header Bar
The top bar identifies the order at a glance and provides quick-action controls.
| Field | Description |
|---|---|
| Order # | System-assigned identifier (e.g., Order #: 113418). Used as the primary reference across all related documents, logs, and communications. |
| Status Badge | Shows the current order state (e.g., Booked, Shipped, Invoiced). Badge color changes with status to provide a visual indicator of where the order is in its lifecycle. |
| Options | Dropdown menu for secondary actions: duplicate, cancel, manually change status, and more. |
| Documents | Opens or generates order-related documents such as BOLs, invoices, and confirmations. |
| Force Status Change | Allows authorized users to manually override the current order status, bypassing normal workflow triggers. Typically restricted to managers or admins. |
| Sale Type | Classifies the order (e.g., Sale Order, Purchase Order, Transfer). Determines which financial flows, document templates, and ledger entries apply. |
| Order Type | Defines the freight/pricing basis (e.g., FOB, Delivered, CFR). Affects how freight costs are calculated and who bears shipping risk. |
| Commodity Type | The top-level commodity classification (e.g., RUS – Russet). Drives commodity-specific defaults for quality, labeling, and reporting. |