{"id":19664,"date":"2026-07-03T05:50:26","date_gmt":"2026-07-03T05:50:26","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=19664"},"modified":"2026-07-03T05:50:28","modified_gmt":"2026-07-03T05:50:28","slug":"how-to-create-a-warehouse-order-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-create-a-warehouse-order-in-idempiere\/","title":{"rendered":"How to create a warehouse Order in iDempiere"},"content":{"rendered":"\n

Introduction<\/strong><\/h2>\n\n\n\n

Warehouse Order is a Sales Order document type in iDempiere built for counter pickup, also known as Will Call. It fits retail counters, cash-and-carry outlets, and walk-in service points where customers take goods immediately.<\/p>\n\n\n\n

Completing a Warehouse Order ships the goods and reduces stock right away, but does not create an invoice. Billing happens later through a separate invoicing run, keeping fulfilment and receivables reporting cleanly separated.<\/p>\n\n\n\n

Business Rules<\/strong><\/h2>\n\n\n\n
    \n
  • Warehouse Order ships goods automatically on completion, without generating an invoice.<\/li>\n\n\n\n
  • Stock is not reserved before completion since goods leave the counter immediately.<\/li>\n\n\n\n
  • Invoicing is processed separately after the order is completed.<\/li>\n\n\n\n
  • Payment Rule can be Cash or On Credit, based on the Business Partner setup.<\/li>\n\n\n\n
  • Credit limit checks apply automatically when the customer is on credit terms.<\/li>\n\n\n\n
  • Tax is calculated on each line using the Product Tax Category.<\/li>\n\n\n\n
  • Voiding a completed Warehouse Order automatically reverses the linked shipment.<\/li>\n\n\n\n
  • Intercompany counter-orders are created automatically when inter-org trading is active.<\/li>\n<\/ul>\n\n\n\n

    Configuration Steps<\/strong><\/h2>\n\n\n\n

    Step 1: Create a New Order with Business Partner Details<\/strong><\/h3>\n\n\n\n

    Click New, set Target Document Type to Warehouse Order, select the Business Partner, Partner Location, and User\/Contact, then confirm Date Ordered.<\/p>\n\n\n\n

    Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
    Target Document Type<\/td>Warehouse Order<\/td>Sets the pickup-and-ship-now flow<\/td><\/tr>
    Business Partner<\/td>Alpha Retail Solutions<\/td>Customer collecting goods at the counter<\/td><\/tr>
    Partner Location<\/td>Chennai<\/td>Delivery\/tax location for the sale<\/td><\/tr>
    User\/Contact<\/td>Karthik<\/td>Contact person for the transaction<\/td><\/tr>
    Date Ordered<\/td>06\/25\/2026<\/td>Date the counter sale is recorded<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    Step 2: Set Delivery and Warehouse Details<\/strong><\/h3>\n\n\n\n

    Set Warehouse to the counter’s stock location, Delivery Via to Pickup or Delivery as applicable, and leave Drop Shipment unchecked for standard counter sales.<\/p>\n\n\n\n

    Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
    Warehouse<\/td>CDC Godown<\/td>Stock location the sale ships from<\/td><\/tr>
    Delivery Rule<\/td>Availability<\/td>Controls when the shipment is generated<\/td><\/tr>
    Delivery Via<\/td>Delivery<\/td>Method the goods leave the counter<\/td><\/tr>
    Drop Shipment<\/td>Unchecked<\/td>Confirms goods ship from the retail warehouse<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    Step 3: Set Invoicing and Payment Fields<\/strong><\/h3>\n\n\n\n

    Payment and price list fields determine how the order is priced now and billed later, without forcing immediate invoicing.<\/p>\n\n\n\n

    Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
    Price List<\/td>Standard Sales Price List<\/td>Determines line pricing for the order<\/td><\/tr>
    Currency<\/td>INR<\/td>Transaction currency from the Price List<\/td><\/tr>
    Payment Rule<\/td>On Credit<\/td>Cash or credit basis for the sale<\/td><\/tr>
    Payment Term<\/td>Immediate<\/td>Due terms applied to the later invoice<\/td><\/tr>
    Sales Representative<\/td>Deepak Anand<\/td>Staff member handling the counter sale<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Step 4: Add Order Lines<\/strong><\/h3>\n\n\n\n

    Add each Product with Quantity and UOM, verify Unit Price against the List Price, and confirm the applicable Tax rate on the line.<\/p>\n\n\n\n

    Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
    Product<\/td>AASH-ATTA-5KG_Aashirvaad Atta \u2013 5kg<\/td>Item picked up by the customer<\/td><\/tr>
    Quantity<\/td>5<\/td>Units taken at the counter<\/td><\/tr>
    UOM<\/td>Each<\/td>Unit of measure for the line<\/td><\/tr>
    Unit Price<\/td>280.00<\/td>Price applied after any discount<\/td><\/tr>
    Tax<\/td>CGST\/SGST 18%<\/td>Tax rate applied to the line<\/td><\/tr>
    Line Amount<\/td>1,400.00<\/td>Total for the line before tax<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Step 5: Complete the Order<\/strong><\/h3>\n\n\n\n

    Click Document Action, choose Complete, and confirm. The system runs credit checks, calculates tax, and generates a completed shipment in one step.<\/p>\n\n\n\n

    Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
    Document Action<\/td>Complete<\/td>Triggers validation, shipment, and posting<\/td><\/tr>
    Document Status<\/td>Completed<\/td>Confirms the order has processed successfully<\/td><\/tr>
    Grand Total<\/td>1,652.00<\/td>Final amount to be invoiced later<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
    Issue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
    Shipment not generated on Complete<\/td>Wrong Document Type selected on the order<\/td>Confirm Target Document Type is set to Warehouse Order<\/td><\/tr>
    Invoice created unexpectedly<\/td>Credit Order type used instead of Warehouse Order<\/td>Reselect Warehouse Order as the Document Type<\/td><\/tr>
    Order blocked at Complete<\/td>Business Partner credit limit exceeded<\/td>Increase credit limit or switch Payment Rule to Cash<\/td><\/tr>
    Stock not deducted after completion<\/td>Product not marked as stocked, or Warehouse missing<\/td>Verify Product setup and Warehouse assignment<\/td><\/tr>
    Tax not calculated on line<\/td>Tax Category missing on Product or partner is tax exempt<\/td>Assign the correct Tax Category to the Product<\/td><\/tr>
    Shipment left unreversed after Void<\/td>Shipment was edited manually outside the order<\/td>Always Void through Document Action, not manual edits<\/td><\/tr>
    Wrong counter-order Organization<\/td>Inter-Org document type setup is incorrect<\/td>Review Organization and Inter-Org document type mapping<\/td><\/tr>
    Incorrect line pricing<\/td>Business Partner linked to the wrong Price List<\/td>Update Price List on the Business Partner or order header<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    Next Steps<\/strong><\/h2>\n\n\n\n
      \n
    • Configure the Generate Invoices process for completed Warehouse Orders.<\/li>\n\n\n\n
    • Set up Payment Receipt entry for cash counter sales.<\/li>\n\n\n\n
    • Review shipment\/delivery note printing for pickup confirmation.<\/li>\n\n\n\n
    • Check Sales Order and Inventory reports for Warehouse Order activity.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      Introduction Warehouse Order is a Sales Order document type in iDempiere built for counter pickup, also known as Will Call. […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-19664","post","type-post","status-publish","format-standard","hentry","category-product","category-sales-2"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19664","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=19664"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19664\/revisions"}],"predecessor-version":[{"id":19668,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19664\/revisions\/19668"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=19664"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=19664"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=19664"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}