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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.

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What is a Transaction?

A transaction represents an order or movement in your supply chain:

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The Transactions Dashboard

Navigate to Transactions in the sidebar to access the transactions dashboard.

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Dashboard Layout

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Transaction List Columns

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Transaction Status

Transactions move through a lifecycle:

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Status Flow

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Transaction Sources

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Creation Source

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Transaction Components

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Line Items

Each transaction contains line items specifying:
  • SKU being ordered
  • Quantity
  • Unit cost (for purchase orders)
  • Expected delivery date

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Steps

Each transaction contains steps that track workflow progress. Steps are typed based on the activity they represent: Steps have their own statuses: Draft, In Progress, Completed, or Cancelled.

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Artifacts

Transactions use an artifact system for business documents. Each transaction has a root artifact that defines its type, plus additional artifacts created during the workflow:

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Working with Transactions

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Creating Transactions

1

Click Create Transaction

From the transactions dashboard, click Create
2

Select Type

Choose Purchase, Transfer, or Production
3

Enter Details

Fill in required information:
  • Supplier (for purchase) or source warehouse (for transfer)
  • Destination warehouse
  • Expected dates
4

Add Line Items

Add SKUs and quantities
5

Save

Save as draft or submit immediately

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Viewing Transaction Details

Click on any transaction to see:
  • Overview: Basic transaction information and line items
  • Steps & Inventory: Workflow step progress and inventory state tracking (hidden for drafts)
  • Documents: Artifacts attached to the transaction
  • Inventory Impact: How the transaction affects warehouse inventory levels
  • Analysis: Cost variance and quantity analysis—planned vs. reported (hidden for drafts)

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Editing Transactions

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Filtering Transactions

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By Status

Filter to see transactions in specific states:
  • Drafts needing attention
  • In-progress orders to track
  • Completed for reference
  • Archived for historical records

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By Type

Focus on specific transaction types:
  • Only purchase orders
  • Only transfers
  • Only production

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By Date Range

View transactions within time periods:
  • This week’s orders
  • This month
  • Custom date range

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By Warehouse

See transactions for specific locations:
  • Orders coming to a warehouse
  • Transfers from a warehouse

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Transaction Alerts

Tether highlights transactions needing attention:

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Integration with Supply Planning

Transactions connect to supply planning:
  1. Recommendations appear on the Transfer, Production, and Purchase planning pages
  2. Accepting a recommendation adds it to the execution plan and converts it to a transaction
  3. Submit starts the transaction workflow
  4. Complete updates inventory
See Working with recommendations for more on recommendations.

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Best Practices

Check draft transactions:
  • Submit or delete old drafts
  • Update drafts with new information
  • Don’t let drafts accumulate
Monitor active transactions:
  • Update step status as orders progress
  • Note delays or issues
  • Communicate with suppliers
When orders arrive:
  • Complete transactions promptly
  • Verify quantities match
  • Update inventory accurately
Maintain good records:
  • Attach relevant documents
  • Note issues or variances
  • Keep contact records

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Next Steps

Transaction Types

Learn about purchase, transfer, and production orders

Creating Transactions

Create new transactions

Transaction Details

Navigate transaction detail pages

Workflow

Understand transaction lifecycle