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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 planning recommendations

The easiest way to create transactions is from the solver’s recommendations on the supply planning pages:
1

Go to a planning page

Navigate to Supply Chain → Purchase, Transfer, or Production
2

Review recommendations

Look at the solver-recommended movements and their rationale
3

Accept

Click Accept on a recommendation to commit it to the execution plan
4

Order

Use Place order (or the Order row action) on the committed movement to convert it into a real transaction
See Working with recommendations 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. When prompted, select Buy New Inventory. This tells Tether you are purchasing from an external supplier.
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:
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. When prompted, select Move Inventory (as opposed to “Buy New Inventory”). This tells Tether you are transferring existing inventory between warehouses rather than purchasing new stock.
2

Select Source Warehouse

Choose where inventory will come from:
  • Only warehouses are shown (not suppliers)
  • See available sellable inventory at each warehouse
3

Select Destination Warehouse

Choose where inventory will go. Must be different from the source warehouse.
4

Add Line Items

Add products to transfer:
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 the available sellable inventory at the source warehouse. If the source has insufficient inventory, submission is blocked with an error.
Split shipments: You can specify multiple destination warehouses for a single transaction and allocate quantities per line item for each destination. Tether creates separate shipment steps and artifacts for each destination.

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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:
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

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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

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

Recommendations

Create from planning recommendations

Suppliers

Configure supplier information