Add fulfillment order
The system offers user-friendly features that simplify and streamline the fulfillment order creation process. Users can create a new fulfillment order by selecting the customer, order type, product line items for order and entering delivery address, warehouse note or delivery note. Users can either save the order as a Draft for completion later or immediately Save & Confirm it for fulfillment processing.
- Navigate to Fulfillment > Orders.
- Click on the Add > Fulfillment Order which is located on the top right corner.
It will open add fulfillment order modal.
Customer Details:
- Customer: Select the customer for whom the fulfillment order is being created.
- Customer order reference: Enter the customer order reference, used to identify and cross reference the fulfillment order with an external order.
- Order type: Select the order type. It can be B2B and B2C.
- Delivery Service: Select the required delivery/carrier service. It includes FedEx Express Saver, UPS Ground, etc.
- Is gift wrap: Provides an Is Gift Wrap option. When enabled, the order can be identified as requiring gift wrapping during packing.
- Gift message: Allows the user to enter a personalized message to be included with the gift.
Delivery Address:
It allows the users to enter or select the delivery address.
- Address 1: Primary shipping/delivery address of the customer.
- Address 2: Additional address information such as apartment, suite, unit, building, floor, etc.
- City: City where the order needs to be delivered.
- State: State, province or region of the delivery address.
- Pincode: Zip or postal code associated with the delivery address.
- Country: Select destination country for the order.
- Company: The company name of the customer.
- Contact name: Enter the contact name of the customer.
- Phone: Enter the contact/phone number of the customer.
- Email: Enter the customer's email address; used for order communication and notifications.
Product Line Items:
- Allows users to add one or more products to the fulfillment order.
- Each line includes: Product, UOM, Quantity, Engraving Message.
- Product: Select the required product from the product catalog. Product information can be used to determine the SKU and fulfillment details.
- UOM: Select the appropriate Unit of Measure for the product.
- Quantity: Enter the quantity required for each product.
- Engraving Message: Allows users to enter personalization instructions for products requiring engraving. Useful for personalized gifts or customized products. The message can be passed to warehouse/packing staff for fulfillment.
- Add Item button: Click to add more items.
- Delete button: Click to remove an item.
Notes:
- Warehouse Note: Allows users to enter internal instructions for warehouse staff. Examples:
- Special packing instructions.
- Handling requirements.
- Picking instructions.
- Product-specific warehouse instructions.
- Delivery Note: Allows users to enter instructions related to delivery. Examples:
- Leave the package at reception.
- Call the customer before delivery.
- Deliver during specific hours.
Attachments:
- The system also provides an Attachments section where users can upload relevant documents or files associated with the fulfillment order.
- Share with customer: Click on the Share with customer checkbox, allowing users to specify whether the document should be made available to the customer. This provides better document organization while controlling which files are shared externally.
- Attach button: Opens explorer to select the file to attach. Once you attach the file, the file will be displayed in the list with file name and size.
- Remove button: Deletes/removes the file from the list.
Action Buttons:
- Cancel: Closes the modal without saving changes.
- Save for Later: Saves the order details with draft status. Allows users to complete or modify the order details. A Draft order is not treated as ready for fulfillment.
- Save & Confirm: Saves the order with Confirmed status. Indicates that the order has been finalized and is ready for the next fulfillment process. Depending on the system workflow, the order can subsequently proceed to inventory allocation, picking, packing, and shipping. For Save & Confirm, users are required to select customer, order type, delivery service along with delivery address and at least one product line (Product, UOM, Quantity > 0). This ensures that a confirmed fulfillment order contains sufficient information to proceed with the next fulfillment workflow.