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Fulfillment Orders

Last Update 23 days ago

Fulfillment Order Details Fulfillment Orders Add fulfillment order Import fulfillment order

Fulfillment Orders

The Fulfillment Orders list provides a centralized view of all orders created for warehouse fulfillment. Users can review orders information, shipping details, fulfillment status, order type, item quantities, etc.
Users can easily identify which orders are in draft/confirmed, how many SKUs and items each order contains, which service is being used. Created Date/Time, status, and order references provide visibility into when orders were created and their current stage. Search, filters, sorting, and pagination allow users to efficiently manage a large number of fulfillment orders.
  • Navigate to Fulfillment > Orders.
It will display orders list shown below:
Here’s breakdown of what each column represents:
  • Fulfillment Order Code: Unique system-generated fulfillment order number/code used to identify and track the order. 
  • Customer Order Reference: Customer's or external system's order reference number. This can be used to search or cross-reference the order with an e-commerce, ERP, or sales system. 
  • Customer: The name of the customer associated with the order.
  • 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.
  • Phone: The contact/phone number of the customer.
  • Email: Customer's email address used for order communication and notifications. 
  • Created: The created date and time when the fulfillment order was created in the system.
  • Warehouse Note: Internal instructions for warehouse staff, such as packing instructions, handling requirements, or special fulfillment instructions. 
  • Delivery Note: Instructions related to delivery, such as "Leave at reception", "Call before delivery", or other customer-provided delivery instructions. 
  • Delivery Service: Name of the selected delivery/carrier service, such as UPS, FedEx, DHL, etc. 
  • Status: The order status can be draft or confirmed. In draft orders, users can add or remove products, change item quantities, update delivery address, update warehouse/delivery notes and also modify other order information. A draft order has been created but is not yet finalized for fulfillment. A confirmed order has been finalized and is ready to proceed with the fulfillment process. Once confirmed then it can be used for further processing such as inventory allocation, picking, packing, shipment, tracking.
  • Order Type: The order type can be B2B (Business-to-Business) or B2C (Business-to-Consumer).
  • No Of SKUs: Number of products/SKUs included in the fulfillment order.
  • No Of Items: Total quantity of all items in the order. For example: SKU-A has 2 quantity + SKU-B has 3 quantity = 5 Items.
  • Action: The available actions can Edit, Delete and Clone order.
    • Edit: Allows the user to modify the fulfillment order when it is in draft status. Refer add fulfillment order for overall working of orders.
    • Delete: The fulfillment order will be deleted. Enables users to remove or delete unwanted fulfillment orders from the list. This becomes beneficial for outdated orders or duplicates that are no longer relevant.


      To delete fulfillment order:

      • Click on the “Delete” option, it will open confirm delete dialog with message and specific fulfillment order code. Here, by clicking on the “Delete” button, the order gets removed while clicking on the “Cancel” or “X” closes the delete dialog.
      • Clone: The clone seamlessly creates a new fulfillment order (For example: Click on the “Clone” option, to create a copy of an existing product). Select "clone" option, it will open add product dialog with auto-filled information in some fields like customer, order type, delivery service, delivery/warehouse notes along with product line items. To know more about Add Fulfillment Order.
    Search Functionality:
    By incorporating remarkable search functionality within the orders list sBizzl empowers users to quickly find the information they need within your transaction lists effortlessly.

    A search bar at the top of the list allows users to type keywords like customer name, customer order reference, fulfillment order code, warehouse/delivery notes, delivery address. The list should update dynamically, displaying only records that match the search criteria, often with the ability to sort by various criteria.
    CSV Export (Export Transactions):
    You can export a CSV file of all the transactions at one click.
    The CSV export will contain the following transaction details:
    • Fulfillment Order Code
    • Customer Order Reference
    • Customer
    • Address 1
    • Address 2
    • City
    • State
    • Pincode
    • Country
    • Phone
    • Email
    • Created
    • Warehouse Note
    • Delivery Note
    • Delivery Service
    • Status
    • Order Type
    • No Of SKUs
    • No Of Items

    Customize CSV Export:
    sBizzl allows you to choose which columns to include in the CSV export. By column management, you can select specific transaction information like Fulfillment Order Code, Customer Order Reference, Customer, No Of SKUs, No Of Items, Delivery Service, Order Type, Status, Created, etc…
    To export the transactions:
    Click on the “CSV” icon in the top right corner just after the search bar.
    • By clicking on the CSV icon, your export will begin to process. Once the download is complete, the file is saved to the location you specified (e.g., your Downloads folder by default) with the specific file name as per the applied filter.

    Sorting:

    Sorting functionality within a transaction list provides a powerful tool for organizing, analyzing, and accessing orders list data. Orders lists typically allow you to sort data by various criteria, often through clickable headers. Sorting options might include Fulfillment Order Code, Customer Order Reference, Customer, Created, Warehouse Note, Delivery Note, Delivery Service and Status. Users can apply multiple sorting criteria by selecting multiple columns.
    Advanced Filters:
    • Filters are very powerful flexible tools used to filter data based on criteria.
    • To apply advanced filtering, click on the Filter icon shown below:
    • After clicking on the Filter icon, the Right panel will open as shown below in the figure:
    • Customer : In the customer field, typing three letters will filter and display a list of matching customers. Users can then select the desired customer from the list to proceed with the search.
    • Grouping: Users can apply groups on orders by customer and status.
    • Date: Users can apply filters based on dates to fetch orders by selecting a specific date range. The options can be All, Today, Yesterday, This Week, Last Week, Last 7 days, Last 14 days, Last 30 days, This Month, Last Month, Custom date.
    • Add: The Add button allows users to save specific filters for future use in the orders list.
    Create a new fulfillment order
    Learn more about how to add a fulfillment order.

    Learn how to import fulfillment orders.
    Fulfillment order details
    To access a specific fulfillment order information, click on that record, it will display the fulfillment order details modal.
     
     

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