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Process an Order: Create → Pick → Pack → Ship → Track

Goal​

Walk through the complete order lifecycle from creation to delivery tracking.

Preconditions​

  • At least one product exists in Inventory.
  • At least one warehouse is configured.
  • A courier integration (e.g., Bosta) is configured for shipping.
  • The contact (customer) exists in the CRM.

Steps​

1. Create the order​

  1. Navigate to Orders → New Order.
  2. Select or create the customer contact.
  3. Add line items (product, quantity, unit price).
  4. Set shipping address and any order notes.
  5. Click Create Order. The order is created in pending status.

2. Confirm the order​

  1. Review the order details.
  2. Click Confirm Order. Status changes to confirmed.
  3. Inventory is reserved for the ordered items.

3. Start picking​

  1. Navigate to Fulfillment.
  2. Select the confirmed order(s) and click Generate Pick List.
  3. The system creates a pick list grouped by warehouse bin location.
  4. Assign a picker (warehouse staff member).
  5. The picker opens the mobile pick list and scans each item.
  6. Once all items are scanned, click Complete Pick. Status changes to picked.

4. Pack​

  1. Verify all picked items against the order.
  2. Package the items.
  3. Mark the order as packed in the UI.

5. Ship​

  1. Click Create Shipment on the packed order.
  2. Select the courier (e.g., Bosta).
  3. Nexus calls create-awb-bosta to generate the AWB and tracking number.
  4. Print the shipping label via print-awb.
  5. Hand the package to the courier. Order status changes to shipped.

6. Track​

  1. The courier sends status updates via tracking-webhook.
  2. Each update is logged in awb_status_logs.
  3. The customer can be notified via WhatsApp at key milestones (shipped, out-for-delivery, delivered).
  4. When delivered, order status changes to delivered.

Expected result​

  • The order progresses through all statuses: pending → confirmed → processing → picked → packed → shipped → delivered.
  • Inventory quantities are decremented.
  • The customer receives tracking updates.
  • The AWB status history is fully logged.

Common issues​

IssueResolution
Pick list shows wrong bin locationsVerify bin assignments in Inventory → Warehouse Bins.
AWB creation failsCheck courier API credentials in Settings → Integrations → Shipping.
Tracking updates not arrivingVerify the tracking webhook URL is registered with the courier.