An Order in OriginsNext digitally captures a trade transaction. Creating one links the products being traded to their route and to the compliance requirements they must meet, which is what lets OriginsNext track the goods and report on due diligence. You create an Order from Order Compliance > Orders by clicking + New order.
Before you start
Have ready the counterparty (the other organisation in the trade), the products involved, and the departure and destination Locations. If a counterparty, Location or Product Template does not exist yet, you can add it inline while filling the form.
Order details
Fill in who the Order is with and your reference details:
Sales Order / Purchase Order (toggle): choose Sales Order if you are selling the goods, or Purchase Order if you are buying them. Your choice determines which reference ID is shown prominently and whether the counterparty is treated as the Buyer or the Seller.
Counterparty (required): the other organisation in the trade. Start typing to search your Participant registry and select them. If they are not listed, choose Add <name> as new participant to create them inline. Use Specify different buyer and seller if the buyer and seller need to be set explicitly rather than defaulting to you and the counterparty.
Sales order ID (required) and Purchase order ID: your own reference numbers for the Order.
Order date (required): the date of the Order.
Contract terms: the agreed terms for the trade, selected from the list.
Logistics details
Describe how and where the goods move:
Departure location (required) and Destination location (required): search your Locations and select them; you can add a new Location inline if needed. Use + Add final destination if the goods continue to an onward destination beyond the first.
Estimated date of departure and Estimated date of arrival: optional planned dates.
Transportation method: how the goods travel: Train / rail freight, Airplane / air freight, Ship / sea freight, Truck / road freight, or Intermodal freight.
Product details
List what is being traded:
Product type (required): search your Product Templates and select the product variety; add one inline if it does not exist yet.
Quantity (required): the amount, with a unit of measure (for example, mt).
Use + Add another product type to include more than one product line, and the Delete control to remove a line.
Create the Order
You have two ways to finish:
Create order: creates the Order without compliance requirements. You can add them later from the Order's Compliance tab.
Create order and add requirements: creates the Order and opens the step to set its compliance requirements straight away.
Add compliance requirements (optional)
If you chose Create order and add requirements, the Add order compliance requirements step opens, where you can set a traceability requirement and/or evidence requirements. Both are optional, and you can also add or change them later from the Order's Compliance tab. For what each requirement does and why to add it, see How do I add compliance requirements to an Order?
After you create the Order
The Order opens on its Overview tab (or Compliance tab ion you added them). Its overall status (such as Pending data or Pending compliance) reflects how complete its evidence and product allocations are. See What do the Order statuses mean? To assign the actual products that fulfil the Order, see How do I allocate products to an Order, including manual batches?