Order Fulfillment Screen
Use the Order Fulfillment screen to see the details for all orders.
1 |
Select various options on the screen to filter and view orders. |
2 |
The grid shows details for the product(s). Use the drop-down menu to sort the columns according to value. Use Select All to save time. If the feature does not seem to be working for you, you may need to clear your cache to reset this feature. |
3 |
See Order Status meanings below. |
4 |
To view details for a particular order, click the Edit icon to open the Fulfill Order screen. See Edit an Order below for more information. |
5 | Generate Picking Tickets for Selected Select one or multiple orders by clicking in the checkbox on the left side of the row, then click this button to view and generate picking tickets for the selected orders. See Sample Picking Ticket below. |
6 |
Generate Packing Slip for Selected Select one or multiple orders by clicking in the checkbox on the left side of the row, then click this button to view and generate packing slips for the selected orders. See Sample Packing Slip below. Note that packing slips are only available for Fulfilled or Partially Fulfilled orders. |
7 | Download Order Report for Selected Select one or multiple orders by clicking in the checkbox on the left side of the row, then click this button to download a report for the selected orders. See Org View > Reports > Orders for more information. |
Order Status meanings
Status | What triggers this status? |
Ordered | Automatically appears after an order is process or there is a successful transaction on the store. |
In Progress | Used by distributors when they are actively working to fulfill an order. |
Fulfilled | This is the end state, indicating the product has been delivered to the customer. |
Cancelled |
Customer manually cancelled the order before the order was placed. Note that an order cannot be cancelled once it is placed, and only cancelled orders can be deleted. |
Pending Approval | Triggered by an order being placed that requires approval. |
Partial | One or more products is no fulfilled. The distributor may choose to leave an order In Progress or to move it to Partial. |
Payment Failed | The payment did not complete. |
Edit an Order
On the Order Fulfillment screen, click Edit to view order details and edit as needed.
The Fulfill Order screen shows Order, Shipping (including what SKUs have been sent and related fees), Payment, ShipStation and Syncore Integration Details, along with Order and Customer information, including the Shipping and Billing addresses.
1 | Order Details |
2 |
These options appear when you select the checkbox next to a product in Order Details. Click Send Shipping Details to send a shipping confirmation email to the customer. Click Add Shipping Details to display to following screen where you can add shipping information. If you are using ShipStation, this information is populated for you. See ShipStation Integration for more details. Click Change Status to select a new status from the drop-down menu. See Order Status meanings above. |
3 |
Customer Information This field displays customer information for the order. Click Resend Order Confirmation Email to send a confirmation email to the listed customer. |
4 |
Shipping This field displays the number of shipment and the related cost. This field is auto populated if you are using ShipStation. |
5 | Payment Details This field shows payment details for the selected item(s), including the payment method, the payment gateway that was used and discounts for promo codes applied. |
6 | Syncore Integration Details This field will display the current status of the Syncore integration. |
Sample Picking Ticket
Sample Packing Slip
Updated
Comments
0 comments
Please sign in to leave a comment.