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Creating Transactions

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

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Creating from Supply Plan

The easiest way to create transactions is from system recommendations: See Supply Plan for details on working with recommendations.

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Creating Manually

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Creating a Purchase Order

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Creating a Transfer Order

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Creating a Production Order

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Working with Drafts

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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

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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

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Draft Actions

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Adding Line Items

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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

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Bulk Add

For multiple items:

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

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Line Item Fields

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Validation

Tether validates transactions before submission:

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Purchase Order Validation

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Transfer Validation

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Production Validation

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Submitting Transactions

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What Happens on Submit

When you submit a transaction:

1. Validation runs (including inventory checks for transfers)
2. Status changes from Draft to “In Progress”
3. Steps are created based on transaction type:
   • Purchase Order: A Purchase step is created (In Process state)
   • Transfer Order: A Shipping Plan artifact and Shipment step are created automatically. All inventory immediately enters “In Transit”—source sellable is subtracted.
   • Production Order: A Production step is created. Components are committed (subtracted from sellable at the supplier warehouse).
4. Inventory is affected per the step types above
5. Notifications sent (if configured)

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Submit Options

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Best Practices

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Common Issues

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Can’t Submit - Validation Error

Possible issues:

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

Solution: Review error messages and fix highlighted fields

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Supplier Not Available

Possible issues:

• Supplier not configured for SKU
• Supplier is inactive

Solution: Check supplier capabilities in supplier settings

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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

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Next Steps