IN THIS ARTICLE
- Order fulfilment: Overview
- Text Guide:
- Navigate to the Orders listing page
- Fulfil an order
Order fulfilment: Overview
A customer, upon receiving ordered materials, will count and record the actual stock received. This value could be same or different to the shipped quantity mentioned by the vendor.
Once an order is fulfilled, the inventory at the customer store increases accordingly.
NOTE: Customers can fulfil orders in Shipped state ONLY
TEXT GUIDE
Navigate to the Order listing page
- Click on the Orders tab on the main menu
- Click on the Orders sub-tab on the drop-down list
- Search for the Shipped order to fulfil, either by scrolling through the order list OR by using one of the available filters
Fulfil a order
- Review the following details on the order page:
a. Material: list of materials ordered
b. Ordered: quantity originally ordered by the customer
c. Shipped: quantity shipped by the vendor
2. Click on the information icon next to the Ordered and Shipped quantity, to view the reason for Ordering and Shipping discrepancies, IF ANY
3. Click on Change status button to fulfil an order
4. Select Fulfil from the available options
5. Review the Received field for each material. The field will be pre-populated with the shipped quantity. If this number is the same as quantity actually received, proceed to
6. Enter the actual quantity received in the Received field for materials which are not batch managed
a. Click on the Material status field and select the status of the material received from the available option
b. Click on the Reason field and select a reason for not receiving the same quantity as shipped
7. Click on the Edit icon for the materials which are batch managed
a. Enter the actual quantity received per batch in the Quantity field
b. Click on the Material status field and select the status of the material received from the available option
c. Click on the Reason field and select a reason for not receiving the same quantity as shipped
8. Click on Save to continue or Cancel to discard all changes
9. Ensure all received fields of all materials have been reviewed and updated
10. Click on the Date of actual receipt field and select the date from the calendar, when the order was physically received
11. Enter a message, IF ANY, in the Comment field
12. Click on Fulfil to submit the changes or Cancel to discard changes
13. A Shipment updated successfully message is displayed
14. Review the order status. It would have changed to Fulfilled
