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—no steps exist yet |
| In Progress | Submitted and being processed—at least one step exists |
| Completed | All steps completed, inventory fully updated |
| Archived | Terminal state for historical records |
Status Flow
Transaction Sources
Creation Source
| Source | Meaning |
|---|---|
| System Recommended | Generated by Tether’s replenishment engine based on inventory needs. Replaced automatically when forecasts are regenerated. |
| User Created | Manually created by a user, or converted from a system recommendation. These are never overwritten by the system. |
Transaction Components
Line Items
Each transaction contains line items specifying:- SKU being ordered
- Quantity
- Unit cost (for purchase orders)
- Expected delivery date
Steps
Each transaction contains steps that track workflow progress. Steps are typed based on the activity they represent:| Step Type | Used For | Inventory States |
|---|---|---|
| Purchase | Tracking supplier purchase progress | In Process → Completed Purchase |
| Production | Tracking manufacturing progress | In Production → Completed Production |
| Shipment | Tracking movement from source to destination | In Transit → Completed Shipment |
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:| Artifact Type | Purpose |
|---|---|
| Purchase Order | Root artifact for purchase transactions |
| Production Order | Root artifact for production transactions |
| Transaction Initiation | Root artifact that initiates a transaction |
| Sales Order | Root artifact for sales transactions |
| Shipping Plan | Defines a shipment—creates a shipment step |
| Production Report | Updates production step progress |
| Purchase Report | Updates purchase step progress |
| Shipment Receipt | Updates shipment step progress |
| Receipt | General receipt documentation |
| Inventory Adjustment | Records inventory adjustments |
| Stock Take Form | Documents physical inventory counts |
| Packing List | Shipping documentation |
| Quality Certificate | Inspection documentation |
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 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)
Editing Transactions
| Status | Editable? |
|---|---|
| Draft | Yes—full editing |
| In Progress | Limited—some fields locked |
| Completed | No—read only |
| Archived | 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
- Archived for historical 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
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