Fulfilment Report Search Filters
The Search Fields and Refine Search filters assist you in targeting the Customer Invoices and Products to be fulfilled. For example, if you receive stock from a supplier based on a Purchase Order, you can use the Purchase Order Number field to search for Invoices or Products specific to that Purchase Order.
Search field | Detail |
Invoice Number | The Customer's Invoice Number in Retail Express |
Product PLU Code | Product ID or Supplier SKU |
Customer Name | The Customer's name (can be either first, last or both) |
Ordered From/Ordered To | Used to select a particular date range the Invoice was created within e.g. the previous calendar day to see any new orders that need to be dispatched |
External Order Reference |
Used to search for an Invoice Number from another system e.g. if using the Shopify integration you can search for the Shopify Order Number Tip: This number can also be entered via POS or any integration using the Webstore/eCommerce integration that sends this information from the external system |
Only Show Stock Available for Picking | When ticked, the results will only show the products available to dispatch to the customer |
Delivery From and To |
Returns only products that had a manual Fulfilment/Delivery Date entered when sold (at POS) AND whose Fulfilment Date is within the range. Note: This will ignore all products that did not have a manual Fulfilment/Delivery date entered when sold. |
Purchase Order Number |
Used to search for products ordered on the specified Purchase Order number |
Purchase Order Options |
For example if an order contains Product A and Product B, and Product A was ordered on the Purchase Order listed in the Purchase Order Number, ticking this check box will show both Product A and Product B in the results, while un-ticking this check box will ONLY display Product A. |
Sort By |
The Default sorting is via Invoice Date. Select from the drop-down menu for any other preference. |
Special Orders |
By default Special Orders are not included in the results for Fulfilment. You can choose to isolate only sales containing Special Order items, or all sales (regular and Special Orders). Note: Customer orders where the Special Order items are not available to be fulfilled will not be displayed in the search results. |
Sales Person |
The staff member who processed the original Invoice. |