Org Level > Orders > Order Fulfillment

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	Edit: 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. Delete: To delete a Cancelled Order, click on the Trash Can icon. Deleting an order is only available for Cancelled orders. The Trash Can icon will not appear on any other order status.
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.

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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	An admin can cancel an order at anytime if needed by updating the Order Status.  Note if payment was accepted for the order then you will need to do one of the following: PayFlowPro/Stripe - You will need to log into the platform to process the funds for the customer. Points - To return the points to the user's account, navigate to Store Admin > Payment Methods > Points. Add the points used on the order back to the user's points balance. It's recommended to include a comment explaining the reason for re-crediting the points Note only cancelled orders can be deleted.
Backorder	Order placed but currently out of stock.
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.
Declined	Payment transaction was refused by the payment gateway. This could be from a variety of  reasons like insufficient funds, incorrect card details...

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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. Send Shipping Details - Click to send a shipping confirmation email to the customer. Add Shipping Details - Click to display to following screen where you can add shipping information.  Change Status - Click to select a new status from the drop-down menu. See Order Status meanings above.
3	Customer Information This section displays customer information for the order. Customer Name Customer Email Shipping Address Billing Address Resend Order Confirmation Email - Click this button to send a confirmation email to the listed customer.
4	Shipping This section displays the number of shipments and the related cost. Shipments - This will display the shipment number and all SKUs in that shipment. Fee - This will display the shipping fee for that shipment. Company Stores - If the shipment was added manually in Company Stores this fee will pull from the Add Shipping Details>Fulfillment Cost field. ShipStation - If the shipment was done in ShipStation this fee will pull from the ShipStation Shipment Notification>Fulfillment Cost field. Insurance - This will display when there are insurance cost applied to the shipment. Company Stores - If the insurance cost was added manually in Company Stores this fee will pull from the Add Shipping Details>Insurance Cost field. ShipStation - If the shipment was done in ShipStation this fee will pull from the ShipStation Shipment Notification>Insurance Cost field. Total = Fee (Fulfillment Cost) + Insurance (Insurance Cost) for the shipment.
5	Payment Details This section shows payment details for the selected item(s), including the payment method, the payment gateway that was used and discounts for promo codes applied. Setup Fee - This is the setup fee for a product on the order found in the Store Level>Products>Edit Product>Pricing>Setup Charge. Subtotal Coupon Code - Only displays if a Promo Code was used on the order. Shipping & Handling Tax Grand Total Paid by - This field will show if the order was paid by Credit Card, PO, or Points. If there is a split payment (points and credit card) then two Paid by fields will display in this section for the order. Payment Gateway - Stripe or PayFlow Pro
6	Syncore Integration Details This section will display the current status of the Syncore integration.

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Sample Picking Ticket

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Sample Packing Slip

Updated April 15, 2025 14:30