The Orders interface contains the Order List page, which displays orders from all retailers associated with the logged-in account. Access to the Order List is determined by assigned roles and permissions. The list includes order reference, customer name, type, status, value, and creation date, providing a complete view of order activity across the business.

Clicking the Order Ref opens the Order Details page, which provides a comprehensive view of the selected order. This includes summary information, retailer details, customer details, collection or delivery information, fulfillments, order items, and additional tabs such as transactions, returns, comments, and activity.

The Escalated Fulfilments interface provides visibility into fulfilments that could not be completed under normal processing rules. A fulfilment represents one or more items in an order that must be picked, packed, and delivered or collected. When items cannot be sourced or assigned according to retailer rules and available inventory, the fulfilment is moved into the `Escalated` state.

The Escalated Fulfilments page lists all fulfilments currently in the escalated state. This view enables quick identification of orders requiring further action or investigation.

Selecting a fulfilment opens the Fulfilment Details page, while selecting the related order reference opens the Order Details page. This allows direct navigation from the escalation record to the underlying fulfilment and order information.

The Customers interface contains the Customer List page, which displays a list of all customers who have previously placed orders. This interface provides visibility into customer records within the Retailer, including the customer’s name, reference, contact details, timezone, and status. The list is essential for tracking customer information and for accessing related records such as billing accounts and order history.

Clicking the Customer Name opens the Customer Details page, which displays detailed information about the selected customer, including personal information, account details, billing accounts, and order history.

The Returns interface provides access to all customer returns across retailers linked to the logged-in account. A return represents a customer’s request to send back one or more items, or cases where items could not be fulfilled or were cancelled and require a refund.

Return records can exist with or without an original order reference. Where an order is linked, the return may include details such as items being returned, reasons, and refund information. Return types indicate the context of the return, such as customer return, cannot fulfil, or cancellation.

The Returns List page displays all returns permitted by the user’s roles and permissions. Returns can be searched and filtered to quickly locate relevant records. Each record includes a summary view of the return and provides navigation into more detailed information. Selecting a return opens the Return Details page.

The Return Details page provides a complete overview of a selected return. It includes summary information, addresses, associated fulfilments, returned items, additional attributes if defined, and an activity log. From here, it is possible to navigate back to the returns list or into related records such as orders, credit memos, or fulfilments.

The Return Fulfilment Details page shows how a return is processed, including its references, locations, and current status. Navigation is available directly from the Return Details page by selecting a fulfilment from the Return Fulfilments section. This opens the fulfilment record, providing insight into where the return originated, where it is being sent, and how it progresses through its lifecycle.

The Billing Accounts interface contains the Billing Account List page, which displays all created billing accounts. A billing account represents financial operations for a specific customer, including invoices, credit and debit memos, payments, invoice notifications, and ERP integrations. The list includes the account name, status, type, and reference, and provides direct access to detailed billing information.

Clicking the Billing Account Name opens the Billing Account Details page, which provides a complete view of the selected account. This includes summary information, associated credit memos, custom attributes, and a record of all lifecycle activities.

Inventory Catalogues

An Inventory Catalogue consists of inventory positions that can be aggregated from multiple sources. Inventory catalogues hold stock on hand (SOH) of products, variants, and groups. The Inventory Catalogues configuration allows users to create and manage inventory catalogues.

Inventory Catalogue configuration contains the list of inventory catalogues for a particular retailer. Clicking `Catalogue Ref` opens the Inventory Catalogue Details page, which displays detailed information.

Control Groups

Control Groups manage buffers and safety stock when providing virtual inventory to sales channels.

Control Groups configuration contains the list of control groups for a particular retailer. Clicking `Ref` opens the Control Group Details page, which displays detailed information about the Control Group and its Controls.

Virtual Catalogues

Virtual Catalogues represent fast-moving dynamic data such as buffered inventory and multiple dynamic inventory counters. A Virtual Catalogue commonly consists of virtual positions based on products in a location, products in a network, and products in a category based on the requirements of retailers. 

Virtual catalogue configuration contains the list of virtual catalogues for a particular retailer. Clicking `Ref` opens the Virtual Catalogue Details page. The Virtual Catalogue Details page details the specific virtual catalogue and its virtual positions.

Cross-Catalogue Views

Cross-Catalogue Views represent displaying information from the cross-catalogue perspective (Virtual Catalogue, Inventory Catalogue, and Control Group) for a particular retailer.

Location Inventory Views

Location Inventory Views represent inventory from a location perspective. The Location Inventory Views page displays the list of locations.

Features

The Inventory interface provides several features that allow to manage inventory efficiently.

Manage Control Groups

Control Groups represent the collection of controls for a particular Virtual Catalogue. As standard, a Control Group is created for each Virtual Catalogue with the Control Group reference added to the `controlGroupRef` field of the Virtual Catalogue it is associated with.

A Control represents a specific value to be applied as part of a Virtual Position's AVAILABLE TO SELL calculation. Controls can be of multiple types, each determining how the control is applied and to what Virtual Positions. These can be prioritized to be calculated in specific orders or instead of other Controls.

For more details about the specifics of creating and editing Control Groups, check out the following guide.

Manage Virtual Catalogues

The Virtual Catalogue configuration allows users to create and manage virtual catalogs.

For more details about the specifics of creating and editing virtual catalogs, check out the following guide.

Manage Inventory Catalogues

The Inventory Catalogue section allows users to create and manage inventory catalogs.

For more details about the specifics of creating and editing inventory catalogs, check out the following guide.

Features

Location Overview and Detailed Information

• Get a comprehensive view of all physical locations within your retail ecosystem.
• Access in-depth details about each location, such as location-specific information, opening hours, and a convenient "Location Finder" tool for easy navigation.
• Understand the operational status of each location while efficiently organizing them into logical networks, allowing for informed decision-making regarding order fulfillment and customer collection.
• Efficiently manage storage areas within your locations to optimize inventory control, enabling precise allocation and tracking of items for enhanced order fulfillment and storage efficiency.

Store and Warehouse Details

• Access specifics about your stores and warehouses, including information on the networks they belong to, storage areas, schedules, and order processing waves.
• Utilize stores as inventory sources for fulfilling customer orders while ensuring that these locations are not only for collections but also as integral parts of your supply chain.

Networks

• Organize your locations into logical or geographic categories known as networks, simplifying management and optimization efforts.
• Access comprehensive data about your networks, including network attributes, locations, and affiliated retailers.

A location is a physical place that serves as a hub for shipping and receiving items you're selling. These can include warehouses, retail stores, and third-party vendor facilities, which play a crucial role in your supply chain. In the Locations interface, you can access the Locations List page, which presents the catalogue of existing locations. If you want to delve deeper into a particular location's specifics, click on `Location Ref` to open the Location Details page, providing a comprehensive overview.

Stores are specific locations primarily utilized as sources of inventory for fulfilling customer orders. They also serve as collection points for customers to pick up their purchases, providing a seamless shopping experience. The Stores interface includes the Stores List page, where you can view the existing stores. If you click on `Ref`, it will take you to the Store Details page, which provides comprehensive information about that specific store.

Warehouses are centralized locations dedicated to stocking inventory for order fulfillment. While they are essential for efficient supply chain operations, they are typically not designed for customer collection and are more focused on inventory management and distribution. In the Warehouses configuration, you'll find the Warehouses List page, offering a glimpse of the available warehouses. Clicking on `Ref` will seamlessly transition you to the Warehouse Details page, where you can access extensive information pertaining to that particular warehouse.

Networks are groups of locations organized into logical or geographic categories. They help you manage and optimize the operations of multiple locations, making it easier to coordinate order routing, inventory allocation, and other logistical aspects of your business. Clicking on (Network) `Ref` opens the Network Details page, where you can access comprehensive information about the specific network.

In the Fluent OMS web application, the Store interface also includes configurations for Arrivals, Collections, and Waves. These sections are related to activities performed in the Fluent Store web app:

Arrivals

The Arrivals configuration contains the list of inbound articles expected to arrive in store from other locations. A carrier is an external or internal logistics provider responsible for delivering orders from the point of fulfillment to the customer.

Clicking Article Ref opens the Article Details page, which displays detailed information about the selected article.

Waves

The Waves configuration contains the list of existing waves used to group orders for cost-effective and efficient fulfillment.

Clicking Wave ID opens the Wave Details page, which displays detailed information about the selected wave, including a summary card and fulfillment table.

Collections

The Collections configuration contains the list of articles associated with Click and Collect and Home Delivery fulfillments.

Clicking Article Ref opens the Article Details page, which displays detailed information about the selected article.

The Events Search consists of the following sections:

Events Search Form

The Search Form contains:

• Filter input fields;
• SEARCH button;
• EXPORT button;
• CLEAR FILTERS button (hidden when no filters are applied).

Events Search Results

The list of events matching the filters criteria selected is presented in a table view.

Event Details Drawer

The drawer displays a detailed information about a specific event selected from the list of Events Search Results.

Events export capability allows customers and partners to share event logs with support:

• A JSON file containing an array of the events' bodies is generated on EXPORT button click.
• The EXPORT button is disabled when the Events Search Results are empty.

Manage Users

User management is critical to any application seeking a personalized and secure user experience.

For more details about the specifics of the create and edit users features, check out the following guide.

Manage Roles and Permissions

With roles and permission management, administrators can easily grant or restrict access to the application based on the user’s role or job function. By defining different roles and permissions, administrators can ensure that users only have access to the functionalities and data they need to perform their job function. 

For more details about the specifics of creating and editing roles and permissions, check out the following guide.

Manage Settings

Setting management allows you to adjust the application to your business needs.

For more details about the specifics of the create and edit settings features, check out the following guide.

Retailers configuration contains the list of existing retailers. Clicking (Retailer) `ID` opens the Retailer Details page, which displays detailed information about the particular retailer.

The Carriers configuration contains the list of existing carriers. A carrier is an external or internal logistics provider responsible for delivering orders from the point of fulfillment to the customer. Clicking Carrier Ref opens the Carrier Details page, which displays detailed information about the selected carrier, including ID, Type, Status, creation dates, consignment details, and attributes.

The Users interface contains the Users List page, which displays the list of existing users. This interface provides a view of all users within the Retailer, including their username, first and last name, type, roles, and status. This list is crucial for administrators to manage user access and ensure that users have the appropriate permissions to perform their tasks within the app.

Clicking the `Username` opens the User Details page, which displays detailed information about the particular user.

Roles and permission management allow control of user access to different functionalities and data. 

Multiple roles allow users to perform any actions within any or all of the roles assigned to them. Roles and permission management enhance security and help a Retailer manage a user base efficiently. 

The Roles & Permissions configuration contains the Roles & Permissions page, which displays each role’s list of permissions. Clicking `Role Name` opens the Role Details page, which shows detailed information about the particular user role.

The Settings interface allows business rules management by configuring settings on different levels, e.g., ACCOUNT or RETAILER. Settings configuration contains the Settings List page, which displays the list of settings. Clicking `Setting Name` opens the Setting Details page, displaying detailed information about the particular setting.