Using the Fulfilment Report to fulfil and dispatch products

The Fulfilment Report is designed to allow you to locate customer sales awaiting processing for dispatch. This report can be used for:  

• In-store orders - e.g. when having products delivered at home via courier or delivery service, or if being picked up from another location (warehouse, another store etc)
• Online orders through an integrated web store

Each individual product within each Order is listed, allowing you to address your fulfilment at an individual Product level. i.e. you can choose to fulfil some items on an order and leave others for future Fulfilment. This can be especially beneficial if you offer home deliveries or you're a retailer that sends out several orders worth of products via large deliveries at pre-scheduled times.

Search for Orders to Fulfil

To use the Fulfilment Report:

1. Navigate to Inventory > Fulfilment Report
   Tip: You can also access the Fulfilment Report from the Quick Links drop-down
2. Update the Search Fields as required
3. Click the Refine Search section to expand the detailed search filters e.g. specific Outlets, Order or Delivery status etc
4. Click Search
5. Any orders and products matching the filters will be displayed on the Results tab

Click to view full size

Process Orders

The Results tab displays detail on each individual product to be dispatched to customers, with the oldest invoices at the top.

Invoices with multiple products will be split with each product on a separate line (if there are multiples of the same product on the same invoice these will be combined on one line).

When a sale is fulfilled the stock will be removed from the Allocated status, and the order will be marked as Complete.

To dispatch products:

1. Update the number of products to be sent to the customer (Dispatch quantity) by either:
   1 - Scanning product barcodes using the PLU scan field
   2 - Typing a quantity in the Disp column
   3 - Use the "Copy Across" button (to dispatch all items)
2. 
   Note: where you have multiple line orders for the same Product (ie: multiple invoices for differing customers awaiting the same Product) the PLU Scan will increase the Disp column for the first result in the list.
   
   Once the first matching Product in the list has the full Order quantity entered into the Disp column, the search will move to the next matching Product, and so on until the last barcode is scanned.
3. Click to view full size
4. Click Submit to fulfil the products immediately, complete the Invoice and update the inventory
   Tip: Click Save to save the dispatched quantities without updating the inventory or fulfilling the sales - refer to Create and Save Fulfilment Report Lists for more information (not recommended for Shippit integrations).