OriginsNext

Associate products with purchase and sale orders to allow for aggregate data capture and due diligence reporting against orders. Include specific support for export/import orders and associated logistics.  

Order Compliance

View and manage your supply chain orders and related traceability data

What is an Order?

Order status is calculated automatically from product allocation and evidence completeness; it is not a workflow step.

What do the Order statuses mean?

What Orders are, their statuses, views, and key concepts.

Order basics

Create a Sales or Purchase Order in OriginsNext with its counterparty, logistics and products.

How do I create an Order?

Edit an Order's details from the Order Overview, or archive an Order you no longer need.

How do I edit or archive an Order?

View the list of Orders you are permissioned to see, and filter, search and sort them to find a specific Order.

How do I view and find my Orders?

Creating, finding, editing, archiving and setting alerts on Orders.

Create and manage Orders

Add traceability and evidence compliance requirements to an Order, and understand why each one matters.

How do I add compliance requirements to an Order?

Understand how to configure and manage Order Evidence Requirements in OriginsNext.

What is an Order Evidence Requirement?

Generate an SER record for an Order from the Order Evidences tab, view or regenerate it, add an Export Declaration Number, download/print and share it.

How do I generate, view and share an SER for an Order?

Access and review all Evidence associated with an Order in OriginsNext

How do I view Evidence linked to an Order?

Understand how to interpret Evidence status indicators for your Orders and Products

What do the Evidence status labels mean?

Order compliance requirements, evidence and records.

Compliance and evidence

View summary data for all products associated with an order.

Where do I view the Products allocated to an Order?

Use an Order's Scenarios tab to see which of your available inventory meets the Order's compliance and volume requirements before you allocate.

How do I find compliant inventory for an Order on the Scenarios tab?

Use the Allocate products modal to assign tracked inventory to an Order line, record manual batches for wild-source lines, and adjust or remove allocations.

How do I allocate products to an Order, including manual batches?

Viewing, allocating and planning the products that fulfil an Order.

Products, scenarios and allocation

View mapped supply chain locations connected to an order through product traceability events

Where can I see the product locations in an order?

Use the Flow (Sankey) view on an Order's Locations tab to see how products moved between locations, by quantity or percentage.

How do I read the Order journey flow diagram?

They are three viewing lenses over an Order's auto-derived participant list, not settings you assign.

What do the order participants Ownership, Custody and Full chain of custody tabs show?

Inspect mapped location polygons linked to Order-level Evidence

How do I view Location Polygons in an Order?

Visualise and explore the participants involved in an Order

How do I view an Orders Participants?

An Order's journey locations and chain-of-custody participants.

Journey and participants

Share an Order per recipient: choose Order details, Evidence, Products, Locations and Participants, and revoke any time.

How do I view and manage the Sharing permissions in an Order?

Review a complete, auditable log of actions taken on an Order

Where can I see a history of Order changes?

Sharing an Order and viewing its change history.

Sharing and history

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