Partial fulfillment is currently in beta and some features may not be available in your account.

With unfulfilled sales, you are able to process the sale, mark it for delivery or pickup, order the required stock if applicable, and record it in Retail POS. After creating an unfulfilled sale, you can prepare the fulfillment order and mark some or all items as packed and shipped or picked up to keep track of the status of fulfillment orders.

Navigating the Fulfillments page

The Inventory > Fulfillments page allows you to monitor and manage unfulfilled sales and fulfillment statuses of individual items in an order. Orders are organized in tabs at the top of the page.

• All: List of all fulfillment sales, regardless of stock levels for any products in the order.
• Pack orders: All orders that need to be packed.
• Customer pickup: All orders that are ready to be picked up by the customer.
• Delivery: All orders that are ready for delivery.

You can filter the list by outlet, status (Not started, Started, Picked, or Packed), or type (Delivery or Pickup). Filter options vary by tab.

Expanding the fulfillment row will display items grouped by their fulfillment status and additional options for the items.

Preparing a fulfillment order

Before completing an unfulfilled sale, you can pick and pack it for delivery or pickup.

1. Print the order packing slip and shipping label through your usual workflow.

2. Pick the products from the packing slip.

   If you use the Scanner app, you can pick orders using your mobile device.

3. Pack the products as required.

Marking items as packed on the Fulfillments page

Unfulfilled sales must be paid in full before items can be marked as packed or picked up. Unfulfilled sales that are put On account are considered paid and can be fulfilled regardless of the customer's balance owing.

After preparing the fulfillment order for pickup or delivery, you can mark items as Packed on the Fulfillments page to keep track of the status of the fulfillment.

1. Navigate to Inventory > Fulfillments > All (or Pack orders) tab.

   

2. Use the filters to search or scroll down to find the fulfillment’s corresponding sales receipt number.

3. Click the > (arrow) icon to expand the row.

   

   Items to be fulfilled will be listed under the Not started group with Ready or Out of stock labels in the Available to fulfill column. The values are calculated using the product's available to be sold quantities, current reservation amount for unfulfilled sales, and picked or packed amounts. If applicable, you can also view packed and pickup item information, sales and fulfillment notes, customer shipping and billing details, and the assigned Retail POS user in the expanded row.

4. Click Pack items.

5. Check the box next to Not started to select all items, or check the box next to an item to select individual items.

   

6. Adjust the Packed qty as needed.
7. Click Next.
8. Click Mark as packed. This action can’t be undone.

A confirmation banner will display, letting you know the items have been packed.

Printing customer-facing packing slips

Customer-facing packing slips can be printed at any time. To include a customer-facing packing slip with the order:

1. Navigate to Inventory > Fulfillments
2. Click one of the tabs: All, Pack orders, Customer pickup, or Delivery
3. Use the filters to search or scroll down to find the fulfillment order.
4. Click the > (arrow) icon beside the order number to display the details.

5. In the expanded row, click Print packing slip.

   

6. Print and add the customer-facing packing slip to your order.

Marking items as shipped or picked up on the Fulfillments page

After preparing and packing a fulfillment order, you can mark the items as picked up or shipped on the Fulfillments page to keep track of the status of the fulfillment.

1. Contact the customer to let them know the order has been shipped and share the tracking or delivery details as required (delivery orders), or that the order is ready for collection (pickup orders).
2. Navigate to Inventory > Fulfillments.

3. On the All, Customer pickup, or Delivery tab, use the filters to search or scroll down to find the fulfillment order. Click the arrow to expand the row.

   

4. Click Record customer pickup or Ship items.

   If the order has not been paid in full, you will not be able to mark it as shipped or picked up. Click View sale to view the order in Sales history > Continue sale to return to the Sell screen to complete the payment for the sale. Then, navigate back to Fulfillments to mark the sale as shipped or picked up.

5. In the Packed section, check the first box to select all items, or check the box next to an item to select individual items.

   

6. Adjust the Picked up qty as needed. If you use fractional quantities, you can enter a fractional amount, for example, 0.5.
7. Click Next.
8. Click Mark as picked up or Mark as shipped.

A confirmation banner will display, letting you know the order has been picked up or shipped.

Once all items in the order have been marked as shipped or picked up, the order will be removed from the Fulfillments page. To access the order once completed, navigate to Sell > Sales history.

Ordering stock for unfulfilled sales

If you have taken orders for products you don't currently have in stock, you can add these products to a purchase order using recommendations. When receiving the purchase order, you will be alerted as to which items need to be set aside to fulfill existing orders.

What's next?