Transactions Overview
Transactions are the orders that flow through your supply chain—purchase orders from suppliers, transfers between warehouses, and production orders. Tether helps you create, track, and manage these transactions from creation to completion.Transaction management is available to Admin users.
What is a Transaction?
A transaction represents an order or movement in your supply chain:| Transaction Type | Description |
|---|---|
| Purchase Order | Order sent to a supplier |
| Transfer Order | Movement between warehouses |
| Production Order | Internal manufacturing |
The Transactions Dashboard
Navigate to Transactions in the sidebar to access the transactions dashboard.Dashboard Layout
| Component | Description |
|---|---|
| Transaction List | All transactions with status and details |
| Filters | Narrow by status, type, date range |
| Supply Plan Tab | Scheduled and recommended orders |
| Create Button | Start new transactions |
Transaction List Columns
| Column | Description |
|---|---|
| Name | Transaction identifier |
| Type | Purchase, Transfer, or Production |
| Status | Current state in workflow |
| Source | Supplier or source warehouse |
| Destination | Destination warehouse |
| Order Date | When order was/should be placed |
| Line Items | Number of SKUs |
| Total | Order value |
Transaction Status
Transactions move through a lifecycle:| Status | Description |
|---|---|
| Draft | Created but not submitted |
| In Progress | Submitted and being processed |
| Completed | Order fulfilled, inventory received |
| Cancelled | Order was cancelled |
Status Flow
Transaction Sources
Creation Source
| Source | Meaning |
|---|---|
| System | Generated by Tether’s recommendation engine |
| User | Manually created by a user |
Understanding System vs. User
- System: Tether recommends based on inventory needs
- User: Created manually for specific needs
Transaction Components
Line Items
Each transaction contains line items specifying:- SKU being ordered
- Quantity
- Unit cost (for purchase orders)
- Expected delivery date
Steps
Transactions may have multiple steps tracking the workflow:| Step | Example |
|---|---|
| Order Placed | Order sent to supplier |
| Order Confirmed | Supplier confirms order |
| Shipped | Items in transit |
| Received | Items arrived at warehouse |
| Completed | Inventory updated |
Documents
Attach relevant documents:- Purchase order PDFs
- Invoices
- Shipping documents
- Inspection reports
Working with Transactions
Creating Transactions
Enter Details
Fill in required information:
- Supplier (for purchase) or source warehouse (for transfer)
- Destination warehouse
- Expected dates
Viewing Transaction Details
Click on any transaction to see:- Overview: Basic transaction information
- Line Items: Products and quantities
- Steps: Workflow progress
- Documents: Attached files
- Analysis: Cost breakdown
- Gantt View: Timeline visualization
Editing Transactions
| Status | Editable? |
|---|---|
| Draft | Yes - full editing |
| In Progress | Limited - some fields locked |
| Completed | No - read only |
| Cancelled | No - read only |
Filtering Transactions
By Status
Filter to see transactions in specific states:- Drafts needing attention
- In-progress orders to track
- Completed for reference
- Cancelled for records
By Type
Focus on specific transaction types:- Only purchase orders
- Only transfers
- Only production
By Date Range
View transactions within time periods:- This week’s orders
- This month
- Custom date range
By Warehouse
See transactions for specific locations:- Orders coming to a warehouse
- Transfers from a warehouse
Transaction Alerts
Tether highlights transactions needing attention:| Alert | Meaning |
|---|---|
| Urgent | Needs immediate action |
| Important | Action needed soon |
| Overdue | Past expected date |
| At Risk | May miss expected date |
Integration with Supply Plan
Transactions connect to the supply plan:- Recommendations appear in supply plan
- Create draft converts to transaction
- Submit starts transaction workflow
- Complete updates inventory
Best Practices
Review Drafts Regularly
Review Drafts Regularly
Check draft transactions:
- Submit or delete old drafts
- Update drafts with new information
- Don’t let drafts accumulate
Track In-Progress Orders
Track In-Progress Orders
Monitor active transactions:
- Update step status as orders progress
- Note delays or issues
- Communicate with suppliers
Complete Promptly
Complete Promptly
When orders arrive:
- Complete transactions promptly
- Verify quantities match
- Update inventory accurately
Document Everything
Document Everything
Maintain good records:
- Attach relevant documents
- Note issues or variances
- Keep contact records