The Fulfilment Report is designed to allow you to locate customer sales awaiting processing for dispatch. This report can be used for:
- In-store orders - e.g. when having products delivered at home via courier or delivery service, or if being picked up from another location (warehouse, another store etc)
- Online orders through an integrated web store
Each individual product within each Order is listed, allowing you to address your fulfilment at an individual Product level. i.e. you can choose to fulfil some items on an order and leave others for future Fulfilment. This can be especially beneficial if you offer home deliveries or you're a retailer that sends out several orders worth of products via large deliveries at pre-scheduled times.
To use the Fulfilment Report:
- Navigate to Inventory > Fulfilment Report
Tip: You can also access the Fulfilment Report from the Quick Links drop-down
- Update the Search Fields as required
- Click the Refine Search section to expand the detailed search filters e.g. specific Outlets, Order or Delivery status etc
- Click Search
- Any orders and products matching the filters will be displayed on the Results tab
The Results tab displays detail on each individual product to be dispatched to customers, with the oldest invoices at the top.
Invoices with multiple products will be split with each product on a separate line (if there are multiples of the same product on the same invoice these will be combined on one line).
When a sale is fulfilled the stock will be removed from the Allocated status, and the order will be marked as Complete.
To dispatch products:
- Update the number of products to be sent to the customer (Dispatch quantity) by either:
1 - Scanning product barcodes using the PLU scan field
2 - Typing a quantity in the Disp column
3 - Use the "Copy Across" button (to dispatch all items)
Click to view full size
Note: where you have multiple line orders for the same Product (ie: multiple invoices for differing customers awaiting the same Product) the PLU Scan will increase the Disp column for the first result in the list.
Once the first matching Product in the list has the full Order quantity entered into the Disp column, the search will move to the next matching Product, and so on until the last barcode is scanned.
- Click Submit to fulfil the products immediately, complete the Invoice and update the inventory
Tip: Click Save to save the dispatched quantities without updating the inventory or fulfilling the sales - refer to Create and Save Fulfilment Report Lists for more information (not recommended for Shippit integrations).
There are many other benefits to the Fulfilment Report beyond just updating the dispatch quantities.
The results tab can be used to:
- Print a Pick List by Invoice
- Dispatch products
- Enter reference notes
- Select a zone, time and driver to organise delivery efficiently
- Printing - reports, pick lists, run sheets, labels, invoices etc.
For example, you can coordinate delivery drivers by allocating a Zone or Driver, and your Warehouse staff by printing out Pick Lists ready to use for packing your stock. See below for detailed information on each option.
Used to enter a note for the Delivery Driver when using a Runsheet
Note: This will only work if using the Save List function
|Zone, Time and Driver||
Select Zone, Time and Driver (previously configured options) from the drop-down options to better organise the delivery and manage Fulfilment.
For example, if you run the Fulfilment Report and sort by Suburb, you could assign all deliveries within the suburbs to a Zone. The nearest suburbs could be assigned the earliest time and the farthest with the latest time. These could all still be assigned to a single driver, and assist the driver with planning a route for deliveries.
|Invoice Pick List|
Generates a Pick List in Microsoft Excel format to assist staff with picking the products for fulfilment.
Note: Invoices are consolidated, where multiple Products exist on the same Invoice number within the Results, and a single Invoice is generated. This can be used if you'd like to include a copy of the A4 Invoice with the goods being delivered to the customer.
There are three different Run Sheets available, each providing different information. These are to be provided to your Delivery Drivers.
Each Run Sheet has a different combination of:
You should review each Run Sheet to determine which is the most suitable to your specific business requirements.
If you have a product marked as Available in the system but it's not available for picking, check your Partial Dispatch setting on orders. It may be that you're unable to dispatch the product to the customer because they're waiting for all products on their order to be available.
The Partial Dispatch option for a sale can be found on the Fulfilment tab, and be configured to be enabled by default by editing the POS Settings.