Orders & Settlement

Purchase orders and refuel orders from creation through confirmation to settlement.

How-to guides

• Create a purchase order

  Raise a purchase order on the web for a vehicle and store, add priced line items, and save it as a draft or send it to the merchant.

• Edit or delete a draft purchase order

  Change the lines, store or details of a draft purchase order, or delete a draft you no longer need.

• Confirm or cancel a purchase order

  Send a draft purchase order to the merchant after a price re-check, or cancel an order the merchant has not yet accepted.

• Approve or reject a purchase order as a supervisor

  Decide on a purchase order waiting for tenant confirmation — approve it on to the merchant, or reject it with a reason.

• Accept, reject or fulfil a purchase order

  As a merchant user, review purchase orders sent to your stores and accept, reject or mark them fulfilled.

• Re-confirm an expired order

  Bring back a purchase or work order whose funds reservation expired, placing a fresh hold so it can continue.

• Resolve an order refused for insufficient funds

  What to do when creating, confirming or re-confirming an order is refused because the tenant's wallet and credit cannot cover it.

Reference

• Purchase orders

  What a purchase order is, its fields and line items, who raises it and against which store.

• Work orders

  What a work order is, its order types and fields, and when its cost is known and reserved.

• Purchase and work order statuses

  Every status a purchase or work order can be in, who moves it on, and what each move requires.

• Purchase order pricing

  How line prices are filled from the store's price list, frozen on the order, re-checked at confirmation and refreshed when the store changes.

• Who sees and is notified about an order

  Which tenant, merchant and platform users can see each purchase or work order, what each of them is shown, and who is notified on every status change.

• Order-to-cash flow

  The money path every purchase, work and refuel order follows — reserve, confirm on both sides, pay once, record the invoice, settle.

• Order funds holds and expiry

  When an order reserves money in the tenant's wallet, how much it can draw on, when the reservation is released, and what happens when it expires.

• Settlement rails for orders

  The ways an order can be paid — wallet, B2B-Direct credit, voucher on a B2B credit line, credit allocation and partner-routed fuel — and how each records the payment.

• Order settlement status and invoice close-out

  The settlement status shown on an order, the payment statuses behind it, and how a paid order becomes settled once its invoice is matched.