Supply Manager Order Flow
Depending on the settings you chose while configuring the Supply Manager module and how the supplier is integrated with ServiceChannel, Supply Manager orders may have a unique flow. Below, you can see the most common flow, which includes the following stages:
Stage 1 An order is created
You submit an order in ServiceChannel. Once created, the Supply Manager order appears in Dashboard and ServiceAutomation in the Open status.
In ServiceAutomation, from the Supply Manager order detail page, you can edit quantity and delete items while the Supply Manager order is in the Open status. Please contact your ServiceChannel representative if you would like to turn on the editing functionality.
Stage 2 An order goes to the supplier
The supplier gets notified about a new Supply Manager and accepts it. The order status changes from Open to In Progress / Dispatch Confirmed. 
Stage 3 An order is fulfilled by the supplier
The supplier ships products and updates the Supply Manager order status from In Progress / Dispatch Confirmed to Completed / Parts Shipped.
While changing the order status, the supplier may fill the following data:
- Destination (direct to store or consolidation)
- Carrier (for example, FEDEX, DHL)
- Shipping tracking number
The supplier may also change the delivery date.
Stage 4 You confirm receipt of products
Once the Supply Manager order schedule date is reached, a confirmation email will be sent to your location email address, prompting you to leave feedback on the delivery.
To leave your feedback, you will have to choose one of the four options. Depending on what you select, the Supply Manager order will take the certain status:
| When you select this option, the order status changes to Completed / Confirmed. |
| When you select this option, the order status changes to In Progress / Partial Order and an email is sent to the supplier prompting to resolve. |
| When you select this option, the order status changes to In Progress / Damaged Order and an email is sent to the supplier prompting to resolve. |
| When you select this option, the order status changes to In Progress / Order Not Received and an email is sent to the supplier prompting to resolve. |
The Supply Manager order can get the Completed / Confirmed status in two cases:
- When you select Full Order Received in the feedback email.
- When you haven’t selected any of the option and the feedback period has expired (auto-approval feature).
Stage 5 The supplier issues an invoice
When the order status changes to Completed / Confirmed, the supplier can issue an invoice. An invoice includes the price for the products and the delivery cost (freight).
Stage 6 You approve an invoice and pay
Now it is your turn to approve an invoice from the supplier and make payment.
See Taking Action on Invoices for more information.
