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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:
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.

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Creating Manually

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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:
FieldDescription
SKUSearch and select product
QuantityHow many to order
Unit CostPrice per unit (may auto-fill from supplier)
Expected DateWhen 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

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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:
FieldDescription
SKUSearch and select product
QuantityHow many to transfer
AvailableShows 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.

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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:
ComponentQty NeededAvailableStatus
Part A100500✓ OK
Part B5045⚠ 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

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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

ActionDescription
EditModify any field
SubmitStart order processing
DeleteRemove the draft
DuplicateCopy to create similar order

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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

FieldPOTransferProduction
SKU✓✓Auto (from BOM)
Quantity✓✓✓
Unit Cost✓--
Expected Date✓✓✓

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Validation

Tether validates transactions before submission:

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Purchase Order Validation

CheckRequirement
SupplierMust be selected
DestinationWarehouse required
Line ItemsAt least one item
QuantitiesMust be positive

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Transfer Validation

CheckRequirement
SourceMust be selected
DestinationDifferent from source
AvailabilitySufficient inventory
QuantitiesPositive and within available

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Production Validation

CheckRequirement
ProductMust have BOM
ComponentsAll available
WarehouseMust be selected
QuantityPositive

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Submitting Transactions

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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)

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Submit Options

OptionBehavior
SubmitStandard submission
Submit & Create AnotherSubmit and open new form

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Best Practices

Always review before submitting:
  • Correct supplier/warehouse
  • Quantities are right
  • Costs are accurate
  • Dates are reasonable
Create drafts when:
  • Order needs approval
  • Waiting for information
  • Building complex orders
For transfers and production:
  • Verify source inventory
  • Consider committed quantities
  • Plan for safety stock
Add notes for:
  • Supplier instructions
  • Shipping requirements
  • Special handling

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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

Transaction Details

Navigate transaction detail pages

Workflow

Understand the transaction lifecycle

Supply Plan

Create from recommendations

Suppliers

Configure supplier information