Fulfillmets

1.On the Fulfillments tab, click on the New Fulfillment button.

Add Fulfillment form

2.Status , Taken By and Date Requested are automatically populated with the appropriate information, however these fields can be changed if necessary.

3.Carrier and Tracking Number can be entered only is fulfillment is shipped (Status set to Complete).

4.Update Starter Kit Date when Shipped - is checked automatically if at least one of the added fulfillment items has this option checked in Settings.

It can also be manually selected. As a result, the Starter Kit date will be set to today's date once the fulfillment is shipped.

5.Select Shipping Lab.

6.To add a new Fulfillment item click  on Add New Fulfillment form.

7.Add New Fulfillment Item form displays

8.Make a selection from the Description drop down field, enter Quantity and click 

9.You can add as many records as you wish by repeating the last three steps.

10. Notes can be entered at the bottom.

11. To modify an added record click on the record you wish to change and then click on the  icon. 

The Edit Fulfillment Item form will display and you will be able to change the item or the quantity. Click  to return to the Add Fulfillment form. 

12. To delete an added record select the record and click on the  icon. Select Yes when prompted for confirmation.

13. Click  to finalize the Fulfillment adding process. 

Once a Fulfillment record is created it can be changed, deleted or shipped.

1.To update an existing record on the Fulfillments form, click on it and then click on the Edit Fulfillment button .

2.You may change Fulfillment Information or/and you can make updates to Fulfillment Items.

3.To add a new Fulfillment item click on Edit Fulfillment form.

4.Add Fulfillment Item form displays

5.Make a selection from the Description drop down field, enter Quantity and click 

6.You can add as many records as you wish by repeating the last three steps.

7.Notes can be entered at the bottom.

8.To modify an added record click on the record you wish to change and then click on the  icon. 

The Edit Fulfillment Item form will display and you will be able to change the item or the quantity. Click  to return to the Add Fulfillment form. 

9.To delete an added record select the record and click on the  icon. Select Yes when prompted for confirmation.

10.Click  to finalize the Fulfillment editing process. 

Please Note: You can set the Fulfillment status to Completed. In the example shown above, the Status changed to Shipped and the Tracking Number field enabled.

1.On the Fulfillments form select the record you wish to Ship.

2.Click on Edit Fulfillment button.

3.On the Edit Fulfillment form check the Mark as Shipped box. The status is automatically changed to Shipped.

4.Enter Carrier and Tracking Number.

5.Click . The Tracking number and Shipped Date are populated in the grid. Also, the Status shows that this record was Shipped.

1.On the Fulfillments form select the record you wish to delete by clicking on it.

2.Click Delete Fulfillment button.

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

1.On the Fulfillments form click on the record for which you wish to print a label for.

2.Click on Print Fulfillment Label button.

1.On the Fulfillments form click on the record you want to track.

2.Click on Track Shipment button.