Issue:
The warehouse team reports that they cannot see sales orders that have been picked but not packed.
Investigation:
- Checked role permissions and found that the warehouse role had view access but not edit access to picked orders.
- Verified that the transaction status filter in their saved search was excluding “Picked” orders.
- Identified that the fulfillment process was incorrectly marking orders as “Pending Approval” after picking.
Resolution:
- Adjusted role permissions to allow warehouse users to view and process picked orders.
- Updated the saved search filters to include “Picked” status.
- Fixed the fulfillment workflow to correctly transition orders from “Picked” to “Pending Packing.”