Fulfillment Order Details

• To access a specific order information, click on that record, open the Fulfillment order details modal. For example: To access FO-684 information, click on the record.

• Click on “X” to close the details modal.

• Penhenligons is listed as the customer name associated with the order.
• To access a specific customer information, click on that name, you will navigate to the Customer Details screen.
• The Fulfillment Order Code (FO-684) is a unique identifier assigned to each order for tracking and reference purposes.
• Order reference is customer or external order reference.
• The Fulfillment Order date (09/16/2024) is the specific date when the order was created for the customer.
• Is Gift Wrap - indicates whether gift wrapping is required.
• Gift message - It is a personalized gift message entered for the recipient.
• The status of the fulfillment order. It can be “Draft” (not ready for further fulfillment process or yet to modify) or “Confirmed” (ready for further fulfillment process).

When status is confirmed, users can also reset to draft. Click on the Reset to Draft button, to convert the order’s status in draft mode for modifying the order’s details.

The confirmation dialog opens with a message to reset the fulfillment order. Click on the “Reset” button to update the order details while the “Cancel” button closes the confirm reset dialog.

• Linked Outbound: Once a fulfillment order is confirmed, the system creates the order and automatically generates the associated Outbound record. This connects the fulfillment order with the shipping process, allowing users to track the order's outbound fulfillment details directly from the order. In the Fulfillment Order Detail modal, an Outbound Van icon is displayed when an outbound has been generated for the order.

• Company: It is the company name of the customer.
• Contact Name: The name of the contact person.
• Phone: Enter the contact/phone number of the customer.
• Email: Enter the customer's email address.
• Address: Displays the complete saved delivery address. This provides users with all information required to verify the destination and contact details before fulfillment or shipment.

Notes:

• Delivery Note: Displays instructions intended for the delivery process, such as special delivery requirements or customer instructions. 
• Warehouse Note: These notes can contain information related to:

• Picking.
• Packing.
• Product handling.
• Special fulfillment requirements.
• Other warehouse instructions.

• A dedicated section is included within the fulfillment order details dialog for attachments.
• It allows users to enrich their orders with additional documents and visual assets, facilitating better communication and collaboration throughout the fulfillment process.

• Provided with intuitive controls such as “Attach” button or drag-and-drop functionality, to allow users to add attachments to the order.
• Provide visual indicators such as thumbnails or file icons, to help users identify the type of attachment (e.g., PDF or image).
• Additionally, enable users to view, download or delete attachments associated with the order.
• Further, users can view the file name and size/type along with total uploaded file count.
• The Share with customer checkbox indicates whether the particulate attachment is to be shared with the customer. From here, users are allowed to select/unselect attachments.

• Product/SKU code with name included in the order.
• UOM stands for "Unit of Measure," indicating the specific unit used to quantify a product or service.
• Quantity refers to the number of units or items of a particular product included in the order.
• Engraving message refers to the personalized or engraving instructions, if applicable.