# Orders

{% hint style="info" %}
This article focuses on using Backoffice. For information on APIs and customizations, see the [orders](https://docs.fulfillmenttools.com/documentation/by-pillar/order-management/orders "mention") section.
{% endhint %}

The Task Overview provides an overview of all orders for the selected facility.

When an order is routed to a specific facility, it becomes a task and appears in the Task Overview.

The Task Overview lists all tasks currently in the picking, packing, or handover process. The list can be filtered by criteria such as status and date. Supervisors can use the Task Overview to monitor the operational process and check the status of each task.

### Processes in order fulfillment

The task of fulfilling an order can consist of multiple steps. In fulfillmenttools, this can cover picking, packing, and handover. The Task Overview provides an overview of each step via a tab navigation showing:

* Overview (default, contains info about all process states)
* Picking
* Packing
* Shipping Label
* Handover

### Task overview

While picking takes place, a supervisor or an administrator can use this view to monitor all ongoing tasks. A list of all tasks for a facility is displayed, including:

* Status
* Customer name and address
* Order date
* Amount of ordered and picked items
* Short identifier

### Short identifier

To identify a task more easily, a short identifier is added. The system generates this identifier based on the first letter of the customer's first and last names, as well as an incrementing number for each subsequent occurrence of a customer with the same initials. This number can have a maximum of two digits (for example, 99). When this limit is reached, the numbering restarts at 1. The identifier is facility-specific and is not unique like an `orderId`.

Example: The identifier for a task that belongs to an order of **J**ane **D**oe would be called JD1, assuming that no other customer in this facility that has a first name starting with a J as well as a last name starting with a D exists.

### Task details

Additionally, each task can be expanded. In the **Overview**, **Picking**, and **Packing** tabs, this shows a list of all ordered items. In the **Shipping label** tab, this view is replaced by a list of all shipping labels. In the **Handover** tab, it is replaced by a list of handover task line items, which are filled manually via API. The detailed view includes:

* Item picture
* Item title
* `tenantArticleId`
* Status of the pick line. A pick line can have the following states:
  * `open`: None of the ordered items have been picked.
  * `incomplete`: A portion of the ordered items have been picked.
  * `complete`: All ordered items have been picked.

### Filters

Filtering options include showing only tasks that are in progress or filtering for a specific date or time frame. Additionally, users can search by criteria including:

* `Order ID`
* `Name`
* `Short ID`
* `Address`

### Filter by status

Each domain has its own set of statuses. For clarity in the Task Overview, these specific statuses are mapped to a more general status. This view shows all four statuses of each domain to provide an overview of the task's progression. It is not possible to filter by every status available for each task type.

{% hint style="info" %}
The `Obsolete` status is hidden in every tab and cannot be displayed.
{% endhint %}

#### Picking

| Filter status | Explanation                                                     | Picking task status           |
| ------------- | --------------------------------------------------------------- | ----------------------------- |
| `Open`        | Tasks that are not picked yet, were paused, or have been reset. | `Open`                        |
| `In Progress` | Tasks that are currently picked or have been restarted.         | `In Progress`                 |
| `Finished`    | Tasks that are finished or have been aborted.                   | `Picked`, `Closed`, `Aborted` |

#### Packing

| Filter status | Explanation                                    | Packing task status  |
| ------------- | ---------------------------------------------- | -------------------- |
| `Open`        | Tasks that are not packed yet.                 | `Open`               |
| `In Progress` | Tasks that are currently packed.               | `In Progress`        |
| `Finished`    | Tasks that are finished or have been canceled. | `Canceled`, `Closed` |

#### Shipping label

| Filter status | Explanation                                                                                                                                     | Shipment status          |
| ------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------ |
| `Open`        | Shipments for which no send label has been created yet.                                                                                         | `Initial`                |
| `In Progress` | Shipments that are currently requesting a shipping label from the carrier. This status is transient and typically only lasts for a few seconds. | `Request`                |
| `Finished`    | Shipments that have at least one valid shipping label.                                                                                          | `Confirmed`, `Completed` |
| `Error`       | Shipments for which the shipping label request failed, but a new request can be made via the `fulfillmenttools` apps.                           | `Retryable`              |
| `Canceled`    | Shipments that were canceled, for example, because the order they belong to was canceled.                                                       | `Canceled`               |

#### Handover

| Filter status | Explanation                                                                          | Handover task status |
| ------------- | ------------------------------------------------------------------------------------ | -------------------- |
| `Open`        | Handover tasks where the customer or the carrier did not take the ordered items yet. | `Open`               |
| `Finished`    | Handover tasks that already left the store or warehouse.                             | `Handedover`         |

### Actions

Actions that can be performed for each task can be found on the right side of the task. Not all actions are available in all tabs.

#### Restart task

Restarting a task allows it to be altered again. Existing shipping labels must be regenerated, and subsequent processes must be executed again. This action is available in the **Overview** and **Picking** tabs.

#### Reset task

Resetting the task status allows a task to be picked again. The count of already picked items is reset to zero. If the task was picked concurrently with other tasks, all tasks are reset. This action is available in the **Overview** and **Picking** tabs.

{% hint style="warning" %}
Resetting a task does not correct stock levels. Stock that was reduced after picking must be added back manually.
{% endhint %}

#### Reroute task

Rerouting the task assigns it to another facility. After rerouting, users can no longer pick the task in the previous facility. This action is available in the **Overview** and **Picking** tabs.

#### Change carrier

This action changes the carrier for the task. It is only available if an alternative carrier can be used. Changing the carrier might result in different delivery costs and is only possible as long as the handover task has not been completed. In the **Overview** tab, only the carrier for the first shipment can be changed. In the Shipping label tab, it is possible to change the carrier for all shipments of a task. This action is available in the **Overview** and **Shipping label** tabs.

#### Do or undo handover

Users can mark a task as handed over to the customer or shipping provider. If a task has already been marked as handed over, users can also undo this status. This action is available in the **Overview** and **Handover** tabs.