Everyone

Glossary & order statuses

Shared vocabulary and the sale-order status machine every role works from.

Words the whole depot shares

Term	Meaning
Sale order (SO)	The single order record every channel produces
Standing sale order	A template that generates SOs on a schedule
Call cycle	Recurring telesales schedule for an account
Credit class	Named credit policy (limit, terms, hold point)
Credit hold	Block at order entry, load, or delivery — releasable by finance
Pick list	Lines to pull from stock for confirmed orders
Load / manifest	Verified goods on one van for one route
Route	One van, one driver, one day, ordered stops
Stop / drop	One delivery visit at one address
ePOD	Electronic proof of delivery: signature, photo, geo, time
Short	Delivered quantity less than ordered
Refusal	Customer declines all or part of a drop
Pre-invoice	Review queue between POD and invoiced
FEFO	First-expiry-first-out batch picking

Sale order statuses

Stock is reserved at Confirmed, decremented at Loaded, and reconciled to delivered quantity at POD. An order can be cancelled only before it is loaded.

DRAFT
  → CONFIRMED          (stock reserved, credit checked)
  → CREDIT_HOLD        (blocked; finance can release)
CONFIRMED
  → PICKING → PICKED → PACKED → LOADED
LOADED
  → OUT_FOR_DELIVERY
OUT_FOR_DELIVERY
  → DELIVERED | PART_DELIVERED | REFUSED | FAILED
DELIVERED | PART_DELIVERED | REFUSED
  → PRE_INVOICE → INVOICED → PAID
Any state before LOADED
  → CANCELLED

Where to get help

Staff: this guide stays at /guide, plus in-app Tip callouts on key screens.
Customers: portal Support.
Developers and operators: deployment and runbooks live in the project docs/ folder — they are not this public guide.